WEST MICHIGAN ADVISORS, LLC

Q1 2023 13F Holdings Report, Stock Holdings

Signature - Title
Stephanie L. Smith - CHIEF COMPLIANCE OFFICER
Location
Holland, MI
Holdings as of
31 Mar 2023
Value $
$176,105,981
Num holdings
156
Filing time
21 Apr 2023, 13:43:56 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included DIVO, JEPQ, QDPL, PDEC, and AAPL.
Previous filing
Q4 2022 - 13 Feb 2023
Next filing
Q2 2023 - 15 Aug 2023
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q1 compared to 2022 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
STEPHANIE L. SMITH CHIEF COMPLIANCE OFFICER Holland, Michigan 21 Apr 2023

Other Included Managers (20):

Num Name Location File Number
1 Norris Perne and French
2 Crossmark Global Investments
3 Confluence Investment Management
4 Eagle Asset Management
5 Clearbridge Dynamic
6 Capital Wealth Planning
7 Dearborn Partners
8 Franklin Templeton
9 Shelton Capital
10 Atlanta Capital Management
11 Freedom
12 Congress Asset Mgmt
13 RJ Research Portfolios
14 Riverfront
15 West End Advisors
16 Columbia Threadneedle
17 TCW Investment Management
18 Aligned Investors
19 Loomis Styles & Co
20 Cougar Global (MD)