West Michigan Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001909879

Type: FundHoldings: 212Value: $301.6MLatest: 2025Q1

WEST MICHIGAN ADVISORS, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 212 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

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 1 of 11

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GENTEX CORP

GNTX|371901109

Shares:1.8M

Value:$41.8M

% of Portfolio:13.9% ($41.8M/$301.6M)

032108409

Shares:346.8K

Value:$14.1M

% of Portfolio:4.7% ($14.1M/$301.6M)

Apple Inc.

AAPL|037833100

Shares:43.8K

Value:$9.7M

% of Portfolio:3.2% ($9.7M/$301.6M)

45782C540

Shares:223.8K

Value:$8.4M

% of Portfolio:2.8% ($8.4M/$301.6M)

MICROSOFT CORP

MSFT|594918104

Shares:19.6K

Value:$7.4M

% of Portfolio:2.4% ($7.4M/$301.6M)

46654Q203

Shares:136.0K

Value:$7.0M

% of Portfolio:2.3% ($7.0M/$301.6M)

14020X104

Shares:224.6K

Value:$6.4M

% of Portfolio:2.1% ($6.4M/$301.6M)

NVIDIA CORP

NVDA|67066G104

Shares:55.2K

Value:$6.0M

% of Portfolio:2.0% ($6.0M/$301.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:22.6K

Value:$5.5M

% of Portfolio:1.8% ($5.5M/$301.6M)

46436E718

Shares:55.0K

Value:$5.5M

% of Portfolio:1.8% ($5.5M/$301.6M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:356.3K

Value:$5.4M

% of Portfolio:1.8% ($5.4M/$301.6M)

922908363

VOO|922908363

Shares:10.3K

Value:$5.3M

% of Portfolio:1.8% ($5.3M/$301.6M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:109.2K

Value:$5.0M

% of Portfolio:1.6% ($5.0M/$301.6M)

33733E823

Shares:159.4K

Value:$4.7M

% of Portfolio:1.6% ($4.7M/$301.6M)

46137V241

Shares:66.3K

Value:$4.4M

% of Portfolio:1.5% ($4.4M/$301.6M)

46641Q134

Shares:64.3K

Value:$4.1M

% of Portfolio:1.4% ($4.1M/$301.6M)

Walmart Inc.

WMT|931142103

Shares:43.9K

Value:$3.9M

% of Portfolio:1.3% ($3.9M/$301.6M)

46641Q118

Shares:68.3K

Value:$3.8M

% of Portfolio:1.3% ($3.8M/$301.6M)

46641Q670

Shares:79.7K

Value:$3.8M

% of Portfolio:1.2% ($3.8M/$301.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:41.3K

Value:$3.7M

% of Portfolio:1.2% ($3.7M/$301.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENTEX CORP(GNTXcusip371901109)	1.8M	QoQ +18.06% (-274.4K) YoY -3.03% (-56.1K)	All Managers (Combined)	$41.8M	13.9% ($41.8M/$301.6M)	QoQ -4.24% (-$1.9M) YoY -37.45% (-$25.0M)
(cusip032108409)✕	346.8K	QoQ +1.07% (+3.7K) YoY +7.74% (+24.9K)	All Managers (Combined)	$14.1M	4.7% ($14.1M/$301.6M)	QoQ +1.41% (+$197.6K) YoY +12.98% (+$1.6M)
Apple Inc.(AAPLcusip037833100)	43.8K	QoQ +1.43% (-618) YoY -5.00% (-2.3K)	All Managers (Combined)	$9.7M	3.2% ($9.7M/$301.6M)	QoQ -10.02% (-$1.1M) YoY +23.05% (-$1.8M)
(cusip45782C540)✕	223.8K	QoQ -0.37% (-847) YoY NEW(+223.8K)	All Managers (Combined)	$8.4M	2.8% ($8.4M/$301.6M)	QoQ -2.50% (-$216.0K) YoY NEW(+$8.4M)
MICROSOFT CORP(MSFTcusip594918104)	19.6K	QoQ -22.29% (-5.6K) YoY +0.38% (-76)	All Managers (Combined)	$7.4M	2.4% ($7.4M/$301.6M)	QoQ -30.79% (-$3.3M) YoY -10.42% (-$857.2K)
(cusip46654Q203)✕	136.0K	QoQ +5.11% (-6.6K) YoY -15.12% (-24.2K)	All Managers (Combined)	$7.0M	2.3% ($7.0M/$301.6M)	QoQ -4.23% (-$311.6K) YoY -18.97% (-$1.6M)
(cusip14020X104)✕	224.6K	QoQ +6.14% (+13.0K) YoY -22.93% (-66.8K)	All Managers (Combined)	$6.4M	2.1% ($6.4M/$301.6M)	QoQ +2.90% (+$179.8K) YoY -24.18% (-$2.0M)
NVIDIA CORP(NVDAcusip67066G104)	55.2K	QoQ -8.82% (-5.3K) YoY +773.50% (+48.9K)	All Managers (Combined)	$6.0M	2.0% ($6.0M/$301.6M)	QoQ -26.40% (-$2.1M) YoY +4.78% (+$273.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	22.6K	QoQ -1.88% (-433) YoY -1.42% (-326)	All Managers (Combined)	$5.5M	1.8% ($5.5M/$301.6M)	QoQ +0.40% (-$22.5K) YoY +20.72% (-$951.3K)
(cusip46436E718)✕	55.0K	QoQ +1966.79% (+52.4K) YoY NEW(+55.0K)	All Managers (Combined)	$5.5M	1.8% ($5.5M/$301.6M)	QoQ +1973.86% (+$5.3M) YoY NEW(+$5.5M)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	356.3K	QoQ +1.27% (-4.5K) YoY -4.05% (-15.1K)	All Managers (Combined)	$5.4M	1.8% ($5.4M/$301.6M)	QoQ -6.46% (-$373.5K) YoY +4.30% (-$222.8K)
(VOOcusip922908363)	10.3K	QoQ -1.88% (-198) YoY +0.97% (+100)	All Managers (Combined)	$5.3M	1.8% ($5.3M/$301.6M)	QoQ -6.41% (-$363.3K) YoY +7.95% (+$390.8K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	109.2K	QoQ +4.41% (+4.6K) YoY +79.36% (+48.3K)	All Managers (Combined)	$5.0M	1.6% ($5.0M/$301.6M)	QoQ +18.43% (+$770.7K) YoY +93.89% (+$2.4M)
(cusip33733E823)✕	159.4K	QoQ +2.87% (-4.5K) YoY -0.54% (-868)	All Managers (Combined)	$4.7M	1.6% ($4.7M/$301.6M)	QoQ -2.53% (-$123.2K) YoY -3.65% (-$179.7K)
(cusip46137V241)✕	66.3K	QoQ +2.70% (+1.7K) YoY +2.50% (+1.6K)	All Managers (Combined)	$4.4M	1.5% ($4.4M/$301.6M)	QoQ +1.64% (+$71.2K) YoY +12.54% (+$490.5K)
(cusip46641Q134)✕	64.3K	QoQ +5.95% (+3.6K) YoY +3.29% (+2.1K)	All Managers (Combined)	$4.1M	1.4% ($4.1M/$301.6M)	QoQ +15.38% (+$546.2K) YoY +5.11% (+$199.2K)
Walmart Inc.(WMTcusip931142103)	43.9K	QoQ +0.27% (-119) YoY -3.38% (-1.5K)	All Managers (Combined)	$3.9M	1.3% ($3.9M/$301.6M)	QoQ -2.52% (-$100.2K) YoY +41.34% (-$1.1M)
(cusip46641Q118)✕	68.3K	QoQ +4.85% (-3.2K) YoY +9.66% (+6.0K)	All Managers (Combined)	$3.8M	1.3% ($3.8M/$301.6M)	QoQ -2.93% (-$115.5K) YoY +4.88% (+$178.2K)
(cusip46641Q670)✕	79.7K	QoQ +4.14% (+3.2K) YoY +48.06% (+25.9K)	All Managers (Combined)	$3.8M	1.2% ($3.8M/$301.6M)	QoQ +5.88% (+$208.6K) YoY +49.32% (+$1.2M)
Merck & Co., Inc.(MRKcusip58933Y105)	41.3K	QoQ -0.05% (-21) YoY +44.78% (-12.8K)	All Managers (Combined)	$3.7M	1.2% ($3.7M/$301.6M)	QoQ -9.75% (-$404.4K) YoY -0.62% (-$23.4K)