WEST MICHIGAN ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$331M
Signature - Title
Lonny Elfenbein - Compliance Consultant
Location
Holland, MI
Summary
This page shows a list of all the recent 13F filings made by WEST MICHIGAN ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WEST MICHIGAN ADVISORS, LLC reported 191 stock holdings with total value $331M as of Q3 2024. Top holdings included GNTX, DIVO, MSFT, AAPL, and PSEP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 191 $331M +$43.8M -$28M +$15.8M GNTX, DIVO, MSFT, AAPL, PSEP 13F-HR 10/23/2024, 12:59 PM
Q2 2024 179 $314M +$39.3M -$27.1M +$12.2M GNTX, DIVO, AAPL, MSFT, BIL 13F-HR 8/5/2024, 11:28 AM
Q1 2024 176 $308M +$51.6M -$29M +$22.6M GNTX, DIVO, JEPQ, CGGO, MSFT 13F-HR 5/14/2024, 05:05 PM
Q4 2023 154 $264M +$75.1M -$14.1M +$61M GNTX, DIVO, AAPL, JEPQ, CGGO 13F-HR 2/13/2024, 07:02 PM
Q3 2023 151 $186M +$17M -$75.4M -$58.4M DIVO, AAPL, JEPQ, PAUG, CGGO 13F-HR 11/13/2023, 05:09 PM
Q2 2023 246 $250M +$101M -$35.1M +$66.1M DIVO, AAPL, JEPQ, PMAY, CGGO 13F-HR 8/15/2023, 03:24 PM
Q1 2023 156 $176M +$36.9M -$3.29M +$33.6M DIVO, JEPQ, QDPL, PDEC, AAPL 13F-HR 4/21/2023, 01:43 PM
Q4 2022 123 $137M +$32.8M -$19.3M +$13.5M DIVO, PDEC, QDPL, JEPQ, COWZ 13F-HR 2/13/2023, 05:27 PM
Q3 2022 111 $115M +$8.41M -$3.33M +$5.08M DIVO, QDPL, QQQM, VYM, AAPL 13F-HR 11/14/2022, 12:10 PM
Q2 2022 115 $116M +$17.8M -$20.7M -$2.86M DIVO, QDPL, QQQM, VYM, FSK 13F-HR 8/12/2022, 05:49 PM
Q1 2022 130 $140M +$29M -$17.6M +$11.4M DIVO, VTI, QQQM, FSK, AAPL 13F-HR 5/13/2022, 04:49 PM
Q4 2021 125 $134M $0 $0 VTI, QQQM, DIVO, AAPL, PTBD 13F-HR 2/14/2022, 09:11 PM