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,
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  "EAD",
  null,
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  "FCX",
  "IAF",
  "GILD",
  null,
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  "HD",
  "HPQ",
  "MCD",
  null,
  null,
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  "UNP",
  "QCOM",
  "FSCO",
  null,
  null,
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  "ITW",
  "AMAT",
  null,
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  "ICE",
  null,
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  null,
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  "RNP",
  null,
  null,
  null,
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  "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,
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  "IEFA",
  "SPGI",
  null,
  null,
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  "GLD",
  null,
  null,
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  "TPR",
  "TJX",
  "UAL",
  "VO",
  "DTM",
  null,
  "AS",
  "TFIN",
  null,
  null,
  "ARDX",
  null,
  null,
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  "IWO",
  "IWN",
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  "DRI",
  "WM",
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  null,
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  "MSI",
  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
  null,
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  "NEE",
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  "ETN",
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  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: west-michigan-advisors
Manager Name: West-Michigan-Advisors

Data Enrichment

76% identified

162 identified50 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

212 positions • $301.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 5 of 11

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QUALCOMM INC/DE

QCOM|747525103

Shares:4.1K

Value:$632.3K

% of Portfolio:0.2% ($632.3K/$301.6M)

RTX Corp

RTX|75513E101

Shares:4.7K

Value:$627.6K

% of Portfolio:0.2% ($627.6K/$301.6M)

46138G649

Shares:3.2K

Value:$626.5K

% of Portfolio:0.2% ($626.5K/$301.6M)

464287457

Shares:7.5K

Value:$624.0K

% of Portfolio:0.2% ($624.0K/$301.6M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:7.4K

Value:$622.5K

% of Portfolio:0.2% ($622.5K/$301.6M)

464287622

IWB|464287622

Shares:2.0K

Value:$618.4K

% of Portfolio:0.2% ($618.4K/$301.6M)

Triumph Financial, Inc.

TFIN|89679E300

Shares:10.6K

Value:$612.7K

% of Portfolio:0.2% ($612.7K/$301.6M)

37954Y376

Shares:25.0K

Value:$590.7K

% of Portfolio:0.2% ($590.7K/$301.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:9.5K

Value:$588.4K

% of Portfolio:0.2% ($588.4K/$301.6M)

464287200

IVV|464287200

Shares:1.0K

Value:$587.7K

% of Portfolio:0.2% ($587.7K/$301.6M)

37960A438

Shares:5.8K

Value:$580.9K

% of Portfolio:0.2% ($580.9K/$301.6M)

T-Mobile US, Inc.

TMUS|872590104

Shares:2.2K

Value:$580.1K

% of Portfolio:0.2% ($580.1K/$301.6M)

921943858

VEA|921943858

Shares:11.3K

Value:$576.1K

% of Portfolio:0.2% ($576.1K/$301.6M)

032108722

Shares:17.9K

Value:$564.1K

% of Portfolio:0.2% ($564.1K/$301.6M)

46434V621

DGRO|46434V621

Shares:9.1K

Value:$559.9K

% of Portfolio:0.2% ($559.9K/$301.6M)

Salesforce, Inc.

CRM|79466L302

Shares:2.1K

Value:$553.1K

% of Portfolio:0.2% ($553.1K/$301.6M)

46641Q159

Shares:11.7K

Value:$538.7K

% of Portfolio:0.2% ($538.7K/$301.6M)

97717Y469

Shares:10.8K

Value:$526.2K

% of Portfolio:0.2% ($526.2K/$301.6M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:4.3K

Value:$518.3K

% of Portfolio:0.2% ($518.3K/$301.6M)

33939L860

Shares:7.5K

Value:$513.9K

% of Portfolio:0.2% ($513.9K/$301.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
QUALCOMM INC/DE(QCOMcusip747525103)	4.1K	QoQ -2.92% (-124) YoY -15.08% (-731)	All Managers (Combined)	$632.3K	0.2% ($632.3K/$301.6M)	QoQ -2.91% (-$19.0K) YoY -22.94% (-$188.3K)
RTX Corp(RTXcusip75513E101)	4.7K	QoQ +112.84% (+2.5K) YoY +103.96% (+2.4K)	All Managers (Combined)	$627.6K	0.2% ($627.6K/$301.6M)	QoQ +143.63% (+$370.0K) YoY +177.00% (+$401.0K)
(cusip46138G649)✕	3.2K	QoQ -12.50% (-464) YoY -10.79% (-393)	All Managers (Combined)	$626.5K	0.2% ($626.5K/$301.6M)	QoQ -19.75% (-$154.2K) YoY -5.75% (-$38.3K)
(cusip464287457)✕	7.5K	QoQ -3.81% (-299) YoY +1.12% (+84)	All Managers (Combined)	$624.0K	0.2% ($624.0K/$301.6M)	QoQ -2.93% (-$18.9K) YoY +2.30% (+$14.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	7.4K	QoQ -24.70% (-2.4K) YoY NEW(+7.4K)	All Managers (Combined)	$622.5K	0.2% ($622.5K/$301.6M)	QoQ -15.97% (-$118.3K) YoY NEW(+$622.5K)
(IWBcusip464287622)	2.0K	QoQ +135.51% (+1.2K) YoY NEW(+2.0K)	All Managers (Combined)	$618.4K	0.2% ($618.4K/$301.6M)	QoQ +124.24% (+$342.6K) YoY NEW(+$618.4K)
Triumph Financial, Inc.(TFINcusip89679E300)	10.6K	QoQ NEW(+10.6K) YoY NEW(+10.6K)	All Managers (Combined)	$612.7K	0.2% ($612.7K/$301.6M)	QoQ NEW(+$612.7K) YoY NEW(+$612.7K)
(cusip37954Y376)✕	25.0K	QoQ +4.65% (+1.1K) YoY NEW(+25.0K)	All Managers (Combined)	$590.7K	0.2% ($590.7K/$301.6M)	QoQ +4.68% (+$26.4K) YoY NEW(+$590.7K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	9.5K	QoQ -0.80% (-77) YoY -81.54% (-42.1K)	All Managers (Combined)	$588.4K	0.2% ($588.4K/$301.6M)	QoQ +3.41% (-$19.4K) YoY -77.18% (-$2.0M)
(IVVcusip464287200)	1.0K	QoQ -0.19% (-2) YoY -6.93% (-78)	All Managers (Combined)	$587.7K	0.2% ($587.7K/$301.6M)	QoQ -4.73% (-$29.2K) YoY -0.53% (-$3.2K)
(cusip37960A438)✕	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$580.9K	0.2% ($580.9K/$301.6M)	QoQ NEW(+$580.9K) YoY NEW(+$580.9K)
T-Mobile US, Inc.(TMUScusip872590104)	2.2K	QoQ -4.35% (-99) YoY -11.58% (-285)	All Managers (Combined)	$580.1K	0.2% ($580.1K/$301.6M)	QoQ +15.57% (-$78.2K) YoY +44.47% (-$178.6K)
(VEAcusip921943858)	11.3K	QoQ +0.36% (+41) YoY -38.88% (-7.2K)	All Managers (Combined)	$576.1K	0.2% ($576.1K/$301.6M)	QoQ +6.67% (+$36.1K) YoY -38.07% (-$354.3K)
(cusip032108722)✕	17.9K	QoQ +4.66% (+800) YoY +102.99% (+9.1K)	All Managers (Combined)	$564.1K	0.2% ($564.1K/$301.6M)	QoQ +10.31% (+$52.7K) YoY +109.18% (+$294.4K)
(DGROcusip46434V621)	9.1K	QoQ +106.87% (+4.7K) YoY NEW(+9.1K)	All Managers (Combined)	$559.9K	0.2% ($559.9K/$301.6M)	QoQ +108.35% (+$291.2K) YoY NEW(+$559.9K)
Salesforce, Inc.(CRMcusip79466L302)	2.1K	QoQ -84.79% (-11.5K) YoY +23.85% (+397)	All Managers (Combined)	$553.1K	0.2% ($553.1K/$301.6M)	QoQ -87.79% (-$4.0M) YoY +10.36% (+$52.0K)
(cusip46641Q159)✕	11.7K	QoQ +53.41% (+4.1K) YoY NEW(+11.7K)	All Managers (Combined)	$538.7K	0.2% ($538.7K/$301.6M)	QoQ +54.15% (+$189.3K) YoY NEW(+$538.7K)
(cusip97717Y469)✕	10.8K	QoQ +54.14% (+3.8K) YoY NEW(+10.8K)	All Managers (Combined)	$526.2K	0.2% ($526.2K/$301.6M)	QoQ +55.90% (+$188.7K) YoY NEW(+$526.2K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	4.3K	QoQ -5.06% (-227) YoY +23.58% (+812)	All Managers (Combined)	$518.3K	0.2% ($518.3K/$301.6M)	QoQ -4.28% (-$23.2K) YoY +48.41% (+$169.1K)
(cusip33939L860)✕	7.5K	QoQ -1.98% (-152) YoY -7.48% (-608)	All Managers (Combined)	$513.9K	0.2% ($513.9K/$301.6M)	QoQ -5.02% (-$27.2K) YoY -4.04% (-$21.7K)