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 8 of 11
33739Q200
Shares:6.8K
Value:$333.7K
464288646
Shares:6.2K
Value:$326.2K
25459W102
Shares:5.1K
Value:$299.7K
69374H857
Shares:7.8K
Value:$293.3K
33734H106
Shares:6.2K
Value:$275.7K
66537J820
Shares:10.7K
Value:$274.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip33739Q200)✕ | 6.8K | QoQ -0.77% (-53)YoY +6.84% (+435) | All Managers (Combined) | $333.7K | |
Accenture plc(ACNcusipG1151C101) | 1.1K | All Managers (Combined) | $332.0K | ||
1.2K | YoY NEW(+1.2K) | All Managers (Combined) | $329.3K | YoY NEW(+$329.3K) | |
(cusip464288646)✕ | 6.2K | QoQ -4.62% (-302)YoY +4.39% (+262) | All Managers (Combined) | $326.2K | |
21.0K | QoQ NEW(+21.0K) YoY NEW(+21.0K) | All Managers (Combined) | $326.1K | QoQ NEW(+$326.1K) YoY NEW(+$326.1K) | |
2.4K | QoQ -0.08% (-2) | All Managers (Combined) | $321.9K | ||
337 | QoQ -7.92% (-29) | All Managers (Combined) | $318.7K | ||
Mastercard Inc(MAcusip57636Q104) | 572 | QoQ -2.55% (-15)YoY -11.45% (-74) | All Managers (Combined) | $313.5K | |
10.3K | QoQ 0.00% (+0)YoY NEW(+10.3K) | All Managers (Combined) | $305.8K | YoY NEW(+$305.8K) | |
STARBUCKS CORP(SBUXcusip855244109) | 3.1K | QoQ +5.47% (+159)YoY NEW(+3.1K) | All Managers (Combined) | $300.5K | YoY NEW(+$300.5K) |
(cusip25459W102)✕ | 5.1K | QoQ 0.00% (-0)YoY +2.00% (-100) | All Managers (Combined) | $299.7K | |
4.2K | QoQ -3.89% (-169)YoY NEW(+4.2K) | All Managers (Combined) | $299.4K | YoY NEW(+$299.4K) | |
2.3K | QoQ -0.30% (-7) | All Managers (Combined) | $296.5K | ||
(cusip69374H857)✕ | 7.8K | All Managers (Combined) | $293.3K | ||
13.5K | QoQ NEW(+13.5K) YoY NEW(+13.5K) | All Managers (Combined) | $290.8K | QoQ NEW(+$290.8K) YoY NEW(+$290.8K) | |
1.1K | QoQ +0.18% (-2)YoY -3.77% (-43) | All Managers (Combined) | $283.3K | ||
1.2K | QoQ -2.55% (-32)YoY -4.98% (-64) | All Managers (Combined) | $282.1K | ||
(cusip33734H106)✕ | 6.2K | All Managers (Combined) | $275.7K | ||
(cusip66537J820)✕ | 10.7K | QoQ NEW(+10.7K) YoY NEW(+10.7K) | All Managers (Combined) | $274.0K | QoQ NEW(+$274.0K) YoY NEW(+$274.0K) |
3.7K | QoQ NEW(+3.7K) YoY NEW(+3.7K) | All Managers (Combined) | $271.7K | QoQ NEW(+$271.7K) YoY NEW(+$271.7K) |