West Michigan Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), West Michigan Advisors, LLC reported 212 stock positions worth $301.6 million. Its top holding was Gentex (GNTX) at 13.9% of the portfolio, followed by Amplify CWP Enhan Divid ETF (DIVO, 4.7%) and Apple (AAPL, 3.2%). Compared with Q4 2024, it opened 28 new positions, sold out of 44, added to 77 and reduced 97. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +1967%) and the biggest sale an exit from Tommys Express.
- Most Recent 13F
- Q2 2026
- Location
- HOLLAND, MI
- CIK
- 0001909879
- Portfolio Value
- $301.6M (Q1 2025)
- SEC Filing
- 0001765380-25-000207 ↗ filed May 9, 2025
Holdings Value
Holdings 212 stocks · $301.6M
| GNTX Gentex Corp. | 13.86% | 1,793,348 | $41.8M | Add +18.1% |
| DIVO Amplify CWP Enhan Divid ETF | 4.69% | 346,799 | $14.1M | Add +1.1% |
| AAPL Apple Inc. | 3.23% | 43,814 | $9.7M | Add +1.4% |
| PDEC Innovator U.S. Equity Power | 2.79% | 223,765 | $8.4M | Reduce -0.4% |
| MSFT Microsoft Corp. | 2.44% | 19,618 | $7.4M | Reduce -22.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.34% | 136,007 | $7.0M | Add +5.1% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 2.11% | 224,633 | $6.4M | Add +6.1% |
| NVDA Nvidia Corp. | 1.98% | 55,197 | $6.0M | Reduce -8.8% |
| JPM JPMorgan Chase & Co. | 1.84% | 22,591 | $5.5M | Reduce -1.9% |
| SGOV iShares 0-3 Month Treasury B | 1.84% | 55,018 | $5.5M | Add +1966.8% |
| HBAN Huntington Bancshares Inc. | 1.79% | 356,346 | $5.4M | Add +1.3% |
| VOO Vanguard S&P 500 ETF | 1.76% | 10,319 | $5.3M | Reduce -1.9% |
| VZ Verizon Communications Inc. | 1.64% | 109,176 | $5.0M | Add +4.4% |
| FTGS First Trust Grwth Strgth ETF | 1.57% | 159,410 | $4.7M | Add +2.9% |
| SPHQ Invesco S&P 500 Quality ETF | 1.46% | 66,324 | $4.4M | Add +2.7% |
| JIRE JPMorgan Int Res Enh Eqty | 1.36% | 64,281 | $4.1M | Add +6.0% |
| WMT Walmart Inc. | 1.28% | 43,892 | $3.9M | Add +0.3% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 1.27% | 68,346 | $3.8M | Add +4.9% |
| JCPB JPMorgan Core Plus Bond ETF | 1.24% | 79,731 | $3.8M | Add +4.2% |
| MRK Merck & Co. Inc. | 1.24% | 41,314 | $3.7M | Reduce -0.1% |
| AVGO Broadcom Inc. | 1.22% | 21,970 | $3.7M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 1.15% | 18,265 | $3.5M | Reduce -0.3% |
| JEPI JPMorgan Equity Premium Inco | 1.15% | 60,683 | $3.5M | Add +3.9% |
| MSI Motorola Solutions Inc. | 1.12% | 7,725 | $3.4M | Reduce -0.1% |
| SYK Stryker Corp. | 1.10% | 8,884 | $3.3M | Add +2.4% |
| ETN Eaton Corp. PLC | 1.09% | 12,108 | $3.3M | Add +0.7% |
| CB Chubb Ltd. | 1.06% | 10,603 | $3.2M | Add +5.1% |
| BBY Best Buy Co. Inc. | 1.06% | 42,979 | $3.2M | Add +1.0% |
| JPST JPMorgan Ultra-Short Income | 0.98% | 58,125 | $2.9M | Reduce -11.5% |
| MPC Marathon Petroleum Corp. | 0.94% | 19,461 | $2.8M | Add +4.2% |
| JCI Johnson Controls Internation | 0.90% | 33,639 | $2.7M | Add +4.0% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.88% | 71,946 | $2.7M | Add +1.9% |
| NEE Nextera Energy Inc. | 0.83% | 35,327 | $2.5M | Add +4.7% |
| DVN Devon Energy Corp. | 0.81% | 64,949 | $2.4M | Add +11.2% |
| MINT PIMCO Enhanced Short Maturit | 0.80% | 23,999 | $2.4M | Reduce -4.7% |
| UNP Union Pacific Corp. | 0.78% | 9,970 | $2.4M | Add +10.8% |
| CME Cme Group Inc. | 0.76% | 8,668 | $2.3M | Add +11.4% |
| ADI Analog Devices Inc. | 0.74% | 11,130 | $2.2M | Add +5.3% |
| LLY Eli Lilly & Co. | 0.72% | 2,640 | $2.2M | Add +0.5% |
| AGG iShares Core U.S. Aggregate | 0.66% | 20,099 | $2.0M | Reduce -3.7% |
| META Meta Platforms Inc. Class A | 0.65% | 3,395 | $2.0M | Add +5.0% |
| APD Air Products & Chemicals Inc. | 0.64% | 6,572 | $1.9M | Add +12.4% |
| IWF iShares Russell 1000 Growth | 0.63% | 5,254 | $1.9M | Reduce -6.3% |
| HD Home Depot Inc. | 0.58% | 4,746 | $1.7M | Reduce -19.0% |
| ABBV Abbvie Inc. | 0.58% | 8,292 | $1.7M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.57% | 10,069 | $1.7M | Reduce -4.3% |
| SCHD Schwab US DVD Equity ETF | 0.50% | 53,705 | $1.5M | Add +17.1% |
| FIXD First Trust Smith Opportunis | 0.47% | 31,999 | $1.4M | Reduce -3.4% |
| GLD SPDR Gold Shares | 0.44% | 4,590 | $1.3M | Add +9.2% |
| IWD iShares Russell 1000 Value E | 0.44% | 6,976 | $1.3M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 2,390 | $1.3M | Add +88.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.40% | 4,906 | $1.2M | Reduce -0.6% |
| MCD McDonald's Corp. | 0.39% | 3,727 | $1.2M | Add +11.8% |
| GOOGL Alphabet Inc. Class A | 0.39% | 7,512 | $1.2M | Add +19.4% |
| CVX Chevron Corp. | 0.38% | 6,907 | $1.2M | Reduce -13.2% |
| UNH Unitedhealth Group Inc. | 0.38% | 2,205 | $1.2M | Reduce -26.8% |
| ABT Abbott Laboratories | 0.38% | 8,695 | $1.2M | Reduce -7.0% |
| FSCO FS Credit Opportunities Corp. | 0.36% | 154,089 | $1.1M | Add +7.2% |
| RJF Raymond James Financial Inc. | 0.34% | 7,290 | $1.0M | Reduce -11.5% |
| FTCS First Trust Capital Strength | 0.33% | 11,023 | $988K | Reduce -5.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.33% | 10,728 | $984K | Add +27.6% |
| V Visa Inc. Class A | 0.31% | 2,666 | $934K | Reduce -5.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 1,623 | $911K | Reduce -3.2% |
| FSK FS KKR Capital Corp. | 0.29% | 40,603 | $880K | Reduce -9.5% |
| JNJ Johnson & Johnson | 0.28% | 5,078 | $842K | Add +13.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.27% | 2,988 | $821K | Reduce -15.4% |
| KO The Coca-Cola Co. | 0.27% | 11,169 | $805K | Reduce -2.0% |
| GS Goldman Sachs Group Inc. | 0.27% | 1,464 | $800K | Reduce -20.1% |
| DUK Duke Energy Corp. | 0.26% | 6,543 | $798K | Add +107.5% |
| GOOG Alphabet Inc. Class C | 0.26% | 5,102 | $797K | Add +1.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.25% | 8,125 | $761K | Reduce -1.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.25% | 9,990 | $756K | Reduce -8.6% |
| CAT Caterpillar Inc. | 0.25% | 2,271 | $749K | Reduce -2.5% |
| FOXA Fox Corp. Class A | 0.24% | 12,960 | $734K | New |
| NFLX Netflix Inc. | 0.24% | 775 | $723K | Reduce -0.1% |
| MDT Medtronic PLC | 0.23% | 7,715 | $699K | Reduce -6.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 1,407 | $661K | Reduce -18.3% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 3,289 | $659K | Reduce -0.2% |
| IBIT iShares Bitcoin Trust ETF | 0.22% | 13,985 | $655K | Add +224.2% |
| GILD Gilead Sciences Inc. | 0.21% | 5,707 | $639K | New |
| QCOM Qualcomm Inc. | 0.21% | 4,116 | $632K | Reduce -2.9% |
| RTX RTX Corp. | 0.21% | 4,738 | $628K | Add +112.8% |
| QQQM Invesco Nasdaq 100 ETF | 0.21% | 3,246 | $627K | Reduce -12.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.21% | 7,542 | $624K | Reduce -3.8% |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 7,376 | $623K | Reduce -24.7% |
| IWB iShares Russell 1000 ETF | 0.21% | 2,016 | $618K | Add +135.5% |
| TFIN Triumph Financial Inc. | 0.20% | 10,600 | $613K | New |
| PFFV Global X Variable Rate Pref | 0.20% | 24,965 | $591K | Add +4.7% |
| CSCO Cisco Systems Inc. | 0.20% | 9,534 | $588K | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 0.19% | 1,046 | $588K | Reduce -0.2% |
| CLIP Global X 1-3 Month T-Bill | 0.19% | 5,784 | $581K | New |
| TMUS T-Mobile US Inc. | 0.19% | 2,175 | $580K | Reduce -4.3% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 11,335 | $576K | Add +0.4% |
| IDVO Amplify CWP Intl Enh DVD Inc. | 0.19% | 17,935 | $564K | Add +4.7% |
| DGRO iShares Core Dividend Growth | 0.19% | 9,063 | $560K | Add +106.9% |
| CRM Salesforce Inc. | 0.18% | 2,061 | $553K | Reduce -84.8% |
| JPIE JPMorgan Income ETF | 0.18% | 11,693 | $539K | Add +53.4% |
| UNIY WT Voya YLD Enh Usd Univ BND | 0.17% | 10,833 | $526K | Add +54.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.17% | 4,255 | $518K | Reduce -5.1% |
| QDF NT Qual Div ETF | 0.17% | 7,518 | $514K | Reduce -2.0% |
Portfolio Sells Q4 2024 → Q1 2025
| Tommys Express Holdings Inc | Sold out | 0.00% | −3.32 |
| Apple | Sold out | 0.00% | −1.41 |
| CRM Salesforce Inc. | Reduce -84.8% | 0.18% | −1.18 |
| MSFT Microsoft Corp. | Reduce -22.3% | 2.44% | −0.77 |
| NVDA Nvidia Corp. | Reduce -8.8% | 1.98% | −0.47 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.44 |
| AVGO Broadcom Inc. | Reduce -1.9% | 1.22% | −0.35 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.19 |
| NTRA Natera Inc. | Sold out | 0.00% | −0.19 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.16 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.15 |
| TSLA Tesla Inc. | Reduce -32.2% | 0.14% | −0.15 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.13 |
| Alcoa | Sold out | 0.00% | −0.12 |
| HD Home Depot Inc. | Reduce -19.0% | 0.58% | −0.11 |
| HON Honeywell International Inc. | Reduce -49.4% | 0.12% | −0.11 |
| TRGP Targa Resources Corp. | Reduce -66.2% | 0.07% | −0.10 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.10 |
| MOS The Mosaic Co. | Sold out | 0.00% | −0.10 |
| MTZ Mastec Inc. | Sold out | 0.00% | −0.10 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.09 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.09 |
| PEP Pepsico Inc. | Reduce -46.4% | 0.12% | −0.09 |
| JEF Jefferies Financial Group Inc. | Sold out | 0.00% | −0.09 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.09 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −0.09 |
| UI Ubiquiti Inc. | Sold out | 0.00% | −0.09 |
| LITE Lumentum Holdings Inc. | Sold out | 0.00% | −0.09 |
| VIRT Virtu Financial Inc. Class A | Sold out | 0.00% | −0.09 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.09 |
| Z Zillow Group Inc. Class C | Sold out | 0.00% | −0.09 |
| IBKR Interactive Brokers Gro Class A | Sold out | 0.00% | −0.09 |
| LLYVK Liberty Media Corp.-Liberty-C | Sold out | 0.00% | −0.08 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.08 |
| VST Vistra Corp. | Sold out | 0.00% | −0.08 |
| BOXX Alpha Architect 1-3 MNTH Box | Sold out | 0.00% | −0.08 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.08 |
| AAON Aaon Inc. | Sold out | 0.00% | −0.08 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −0.08 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.08 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -26.8% | 0.38% | −0.08 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.08 |
| TGT Target Corp. | Sold out | 0.00% | −0.07 |
| MIY BlackRock Muniyield Mi QLTY | Sold out | 0.00% | −0.07 |
| TPL Texas Pacific Land Corp. | Sold out | 0.00% | −0.07 |
| PNC PNC Financial Services Group | Reduce -28.6% | 0.17% | −0.07 |
| FERG Ferguson Enterprises Inc. | Sold out | 0.00% | −0.07 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.07 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −0.06 |
Portfolio Buys Q4 2024 → Q1 2025
| SGOV iShares 0-3 Month Treasury B | Add +1966.8% | 1.84% | +1.76 |
| GNTX Gentex Corp. | Add +18.1% | 13.86% | +0.68 |
| DIVO Amplify CWP Enhan Divid ETF | Add +1.1% | 4.69% | +0.48 |
| VZ Verizon Communications Inc. | Add +4.4% | 1.64% | +0.38 |
| JIRE JPMorgan Int Res Enh Eqty | Add +6.0% | 1.36% | +0.29 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +88.9% | 0.42% | +0.25 |
| CGGO Cap Group Global Growth | Add +6.1% | 2.11% | +0.24 |
| FOXA Fox Corp. Class A | New | 0.24% | +0.24 |
| DVN Devon Energy Corp. | Add +11.2% | 0.81% | +0.23 |
| CB Chubb Ltd. | Add +5.1% | 1.06% | +0.22 |
| GILD Gilead Sciences Inc. | New | 0.21% | +0.21 |
| CME Cme Group Inc. | Add +11.4% | 0.76% | +0.20 |
| TFIN Triumph Financial Inc. | New | 0.20% | +0.20 |
| CLIP Global X 1-3 Month T-Bill | New | 0.19% | +0.19 |
| JCPB JPMorgan Core Plus Bond ETF | Add +4.2% | 1.24% | +0.17 |
| DUK Duke Energy Corp. | Add +107.5% | 0.26% | +0.16 |
| UNP Union Pacific Corp. | Add +10.8% | 0.78% | +0.16 |
| RBLX Roblox Corp. Class A | New | 0.15% | +0.15 |
| SYK Stryker Corp. | Add +2.4% | 1.10% | +0.15 |
| MPC Marathon Petroleum Corp. | Add +4.2% | 0.94% | +0.15 |
| SPHQ Invesco S&P 500 Quality ETF | Add +2.7% | 1.46% | +0.15 |
| TPR Tapestry Inc. | New | 0.15% | +0.15 |
| AS Amer Sports Inc. | New | 0.15% | +0.15 |
| IBIT iShares Bitcoin Trust ETF | Add +224.2% | 0.22% | +0.15 |
| TPYP Managed Portfolio Series | New | 0.14% | +0.14 |
| BROS Dutch Bros Inc. Class A | New | 0.13% | +0.13 |
| GLD SPDR Gold Shares | Add +9.2% | 0.44% | +0.13 |
| APD Air Products & Chemicals Inc. | Add +12.4% | 0.64% | +0.13 |
| RTX RTX Corp. | Add +112.8% | 0.21% | +0.13 |
| JEPI JPMorgan Equity Premium Inco | Add +3.9% | 1.15% | +0.13 |
| JCI Johnson Controls Internation | Add +4.0% | 0.90% | +0.12 |
| IWB iShares Russell 1000 ETF | Add +135.5% | 0.21% | +0.12 |
| SCHD Schwab US DVD Equity ETF | Add +17.1% | 0.50% | +0.12 |
| AEM Agnico Eagle Mines Ltd. | New | 0.12% | +0.12 |
| JEPQ JPM Nasdaq Equity Premium | Add +5.1% | 2.34% | +0.12 |
| LLY Eli Lilly & Co. | Add +0.5% | 0.72% | +0.11 |
| VFC VF Corp. | New | 0.11% | +0.11 |
| DGRO iShares Core Dividend Growth | Add +106.9% | 0.19% | +0.10 |
| FTGS First Trust Grwth Strgth ETF | Add +2.9% | 1.57% | +0.10 |
| NEE Nextera Energy Inc. | Add +4.7% | 0.83% | +0.10 |
| CDTX Cidara Therapeutics Inc. | New | 0.10% | +0.10 |
| MCD McDonald's Corp. | Add +11.8% | 0.39% | +0.09 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +27.6% | 0.33% | +0.09 |
| MVFD Monarch Vol Fact DVD Ti ETF | New | 0.09% | +0.09 |
| LRCX Lam Research Corp. | New | 0.09% | +0.09 |
| ADPV Adaptiv Select ETF | New | 0.09% | +0.09 |
| MBWM Mercantile Bank Corp. | New | 0.08% | +0.08 |
| JNJ Johnson & Johnson | Add +13.9% | 0.28% | +0.08 |
| WMT Walmart Inc. | Add +0.3% | 1.28% | +0.08 |
| BKR Baker Hughes Co. | Add +80.5% | 0.16% | +0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 295 | $526.1M | GNTX, Amplify CWP Enhanced DIV Inm ETF, SPDF, Apple Inc, NVDA |
| Q1 2026 | 298 | $455.2M | GNTX, DIVO, AAPL, NVDA, MSFT |
| Q4 2025 | 271 | $435.6M | GNTX, DIVO, MSFT, AAPL, NVDA |
| Q3 2025 | 261 | $416.0M | GNTX, DIVO, MSFT, AAPL, NVDA |
| Q2 2025 | 235 | $354.5M | GNTX, SGOV, DIVO, MSFT, AAPL |
| Q1 2025 | 212 | $301.6M | GNTX, DIVO, AAPL, PDEC, MSFT |
| Q4 2024 | 228 | $331.2M | GNTX, DIVO, Tommys Express Holdings Inc, AAPL, MSFT |
| Q3 2024 | 191 | $331.3M | GNTX, DIVO, MSFT, AAPL, PSEP |
| Q2 2024 | 179 | $314.3M | GNTX, DIVO, AAPL, MSFT, BIL |
| Q1 2024 | 176 | $307.7M | GNTX, DIVO, JEPQ, CGGO, MSFT |