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 7 of 11
41653L404
Shares:21.3K
Value:$408.7K
92206C771
Shares:8.1K
Value:$374.2K
464288158
Shares:3.2K
Value:$335.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip41653L404)✕ | 21.3K | All Managers (Combined) | $408.7K | ||
Tesla, Inc.(TSLAcusip88160R101) | 1.6K | All Managers (Combined) | $408.2K | ||
Dutch Bros Inc.(BROScusip26701L100) | 6.5K | QoQ NEW(+6.5K) YoY NEW(+6.5K) | All Managers (Combined) | $401.1K | QoQ NEW(+$401.1K) YoY NEW(+$401.1K) |
1.3K | YoY NEW(+1.3K) | All Managers (Combined) | $394.6K | YoY NEW(+$394.6K) | |
6.9K | All Managers (Combined) | $377.9K | |||
CONOCOPHILLIPS(COPcusip20825C104) | 3.6K | QoQ +0.02% (+1) | All Managers (Combined) | $376.8K | |
BlackRock, Inc.(BLKcusip09290D101) | 396 | YoY NEW(+396) | All Managers (Combined) | $374.8K | YoY NEW(+$374.8K) |
(cusip92206C771)✕ | 8.1K | QoQ -2.62% (-218)YoY NEW(+8.1K) | All Managers (Combined) | $374.2K | YoY NEW(+$374.2K) |
PEPSICO INC(PEPcusip713448108) | 2.5K | All Managers (Combined) | $373.2K | ||
2.3K | YoY NEW(+2.3K) | All Managers (Combined) | $373.0K | YoY NEW(+$373.0K) | |
3.6K | QoQ -9.93% (-392)YoY +1.28% (-45) | All Managers (Combined) | $371.5K | ||
5.3K | All Managers (Combined) | $359.7K | |||
3.3K | QoQ NEW(+3.3K) YoY -9.41% (-345) | All Managers (Combined) | $359.7K | QoQ NEW(+$359.7K) | |
1.7K | All Managers (Combined) | $354.0K | |||
5.8K | YoY NEW(+5.8K) | All Managers (Combined) | $351.7K | YoY NEW(+$351.7K) | |
EQUINIX INC(EQIXcusip29444U700) | 431 | YoY NEW(+431) | All Managers (Combined) | $351.2K | YoY NEW(+$351.2K) |
1.8K | QoQ -2.66% (-50)YoY +0.99% (-18) | All Managers (Combined) | $349.5K | ||
15.7K | QoQ +0.29% (+47)YoY NEW(+15.7K) | All Managers (Combined) | $347.4K | YoY NEW(+$347.4K) | |
5.7K | All Managers (Combined) | $341.8K | |||
(cusip464288158)✕ | 3.2K | YoY NEW(+3.2K) | All Managers (Combined) | $335.4K | YoY NEW(+$335.4K) |