West-Michigan-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "KTOS", "RJF", "BROS", "ACN", "ABT", "ABBV", "ADBE", "APD", "ALL", "GOOGL", "AXP", "T", "BLK", null, "CAT", "AVGO", null, null, null, null, "DUK", null, "MBWM", "EAD", null, "FFA", "FCX", "IAF", "GILD", null, "HON", "HD", "HPQ", "MCD", null, null, "ETW", "UNP", "QCOM", "FSCO", null, null, "HWM", "ITW", "AMAT", null, "EMR", "ICE", null, "META", null, "IJH", "RNP", null, null, null, "KMI", "LRCX", "IWS", "MPC", "YTRA", "MA", "MDT", "MSFT", "MDLZ", "TMUS", "DOCS", "EQIX", "GE", "EMN", "PCAR", "IJR", "IWD", "ORCL", null, "IWF", "PEP", "PNC", "IEMG", "IVV", null, "UNH", "AAPL", "SPY", "ECL", "NVDA", "GS", "HPE", "PLTR", "PRU", "PFE", null, "PG", "MRK", "VZ", null, null, "AMGN", null, "MSTR", null, "ROK", "IEFA", "SPGI", null, null, "RTX", "GLD", null, null, "IBM", "SYK", "SBUX", "TPR", "TJX", "UAL", "VO", "DTM", null, "AS", "TFIN", null, null, "ARDX", null, null, "TRGP", "TSCO", "IWO", "IWN", "FSK", "VYM", "AMD", "VFC", "SDY", "DRI", "WM", "IWP", null, "BKR", "CDTX", "AMZN", "MSI", null, "HBAN", null, "VEA", "VTEB", "VOO", "V", "WMT", "WFC", "WTFC", "WMB", null, null, null, "GNTX", "FOXA", "AEM", "SCHD", "ET", null, null, "JCI", "NXPI", "CRM", "RBLX", "SPOT", null, null, null, "GEV", "DGRO", null, null, null, "ADP", "BAC", "BRK-B", "BBY", "CSL", "CVX", "CB", "CSCO", "CME", "KO", "CMCSA", "COP", "COST", "DVN", "FANG", "ADI", "USMV", "IWB", "NEE", "QQQ", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", "MO", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 212
- Total Value
- 301578834
- Accession Number
- 0001765380-25-000207
- Form Type
- 13F-HR
- Manager Name
- West-Michigan-Advisors
Data Enrichment
76% identified162 identified50 unidentified
Holdings
212 positions
Manager:
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Page 4 of 11
78468R663
Shares:10.7K
Value:$984.1K
46438F101
Shares:14.0K
Value:$654.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip78468R663)✕ | 10.7K | All Managers (Combined) | $984.1K | ||
2.7K | All Managers (Combined) | $934.4K | |||
1.6K | QoQ -3.22% (-54)YoY -5.30% (-91) | All Managers (Combined) | $910.8K | ||
40.6K | YoY NEW(+40.6K) | All Managers (Combined) | $880.3K | YoY NEW(+$880.3K) | |
5.1K | All Managers (Combined) | $842.1K | |||
3.0K | All Managers (Combined) | $821.3K | |||
COCA COLA CO(KOcusip191216100) | 11.2K | All Managers (Combined) | $804.9K | ||
1.5K | All Managers (Combined) | $799.8K | |||
Duke Energy CORP(DUKcusip26441C204) | 6.5K | All Managers (Combined) | $798.0K | ||
Alphabet Inc.(GOOGcusip02079K107) | 5.1K | QoQ +1.39% (-70)YoY -1.92% (-100) | All Managers (Combined) | $797.1K | |
8.1K | All Managers (Combined) | $761.0K | |||
10.0K | QoQ -8.57% (-937)YoY -2.31% (-237) | All Managers (Combined) | $755.7K | ||
CATERPILLAR INC(CATcusip149123101) | 2.3K | QoQ -2.53% (-59) | All Managers (Combined) | $748.9K | |
13.0K | QoQ NEW(+13.0K) YoY NEW(+13.0K) | All Managers (Combined) | $733.6K | QoQ NEW(+$733.6K) YoY NEW(+$733.6K) | |
NETFLIX INC(NFLXcusip64110L106) | 775 | QoQ -0.12% (-1)YoY -8.39% (-71) | All Managers (Combined) | $722.7K | |
Medtronic plc(MDTcusipG5960L103) | 7.7K | All Managers (Combined) | $698.7K | ||
1.4K | YoY +3.83% (+52) | All Managers (Combined) | $660.8K | ||
3.3K | QoQ -0.21% (-7) | All Managers (Combined) | $659.4K | ||
(cusip46438F101)✕ | 14.0K | YoY NEW(+14.0K) | All Managers (Combined) | $654.6K | YoY NEW(+$654.6K) |
5.7K | QoQ NEW(+5.7K) YoY NEW(+5.7K) | All Managers (Combined) | $639.5K | QoQ NEW(+$639.5K) YoY NEW(+$639.5K) |