13F-HR filed by WEST MICHIGAN ADVISORS, LLC
WEST MICHIGAN ADVISORS, LLC filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-11-14, with 111 holding rows worth $114,794,000.
- Accession
- 0001909879-22-000004
- Filer
- CIK 1909879
- Filed
- 2022-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 111 entries on the cover page, a total value of $114,794,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $114,794,000 with VALUE read as thousands by filing date, 13F file number 028-22214. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerNORRIS PERNE AND FRENCH
- included managerCROSSMARK GLOBAL INVESTMENTS
- included managerCONFLUENCE INVESTMENT MANAGEMENT
- included managerEAGLE ASSET MANAGEMENT
- included managerCLEARBRIDGE DYNAMIC
- included managerCAPITAL WEALTH PLANNING
- included managerDEARBORN PARTNERS
- included managerFRANKLIN TEMPLETON
- included managerSHELTON CAPITAL
- included managerATLANTA CAPITAL MANAGEMENT
- included managerFREEDOM
- included managerCONGRESS ASSET MGMT
- included managerRJ RESEARCH PORTFOLIOS
- included managerRIVERFRONT
- included managerWEST END ADVISORS
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| AMPLIFY ETF TR | 032108409 | CWP ENHANCED DIV | 341,495 | $10,932,000 | thousands by filing date | |
| PACER FDS TR | 69374H436 | METAURUS CAP 400 | 290,322 | $7,907,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 57,052 | $6,273,000 | thousands by filing date | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 53,384 | $5,066,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 35,506 | $4,907,000 | thousands by filing date | |
| FS KKR CAP CORP | 302635206 | COM | 283,047 | $4,798,000 | thousands by filing date | |
| HUNTINGTON BANCSHARES INC COM | 446150104 | Stock | 268,203 | $3,535,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 13,370 | $3,114,000 | thousands by filing date | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 59,333 | $2,977,000 | thousands by filing date | |
| PACER FDS TR | 69374H857 | US SMALL CAP CAS | 90,991 | $2,958,000 | thousands by filing date | |
| FLEXSHARES TR | 33939L407 | MORNSTAR UPSTR | 75,987 | $2,857,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 8,561 | $2,811,000 | thousands by filing date | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 35,565 | $2,139,000 | thousands by filing date | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 20,086 | $1,996,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 21,935 | $1,913,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 13,136 | $1,485,000 | thousands by filing date | |
| Union Pacific Corporation | 907818108 | COM | 7,523 | $1,466,000 | thousands by filing date | |
| Chubb Limited | H1467J104 | COM | 7,622 | $1,387,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 11,183 | $1,358,000 | thousands by filing date | |
| Merck & Co.,Inc. | 58933Y105 | COM | 15,695 | $1,352,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 35,130 | $1,334,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 4,726 | $1,305,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 7,839 | $1,281,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 12,193 | $1,275,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 12,421 | $1,197,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 5,545 | $1,167,000 | thousands by filing date | |
| VTI | 922908769 | COM | 5,858 | $1,052,000 | thousands by filing date | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 4,668 | $1,046,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 25,737 | $1,030,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 22,092 | $1,019,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 7,422 | $1,010,000 | thousands by filing date | |
| Eaton Corp. Plc | G29183103 | COM | 7,277 | $971,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 7,289 | $946,000 | thousands by filing date | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 9,122 | $902,000 | thousands by filing date | |
| Eli Lilly and Company | 532457108 | COM | 2,513 | $813,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 18,575 | $813,000 | thousands by filing date | |
| Medtronic Plc | G5960L103 | COM | 9,618 | $777,000 | thousands by filing date | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 3,288 | $766,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 11,490 | $760,000 | thousands by filing date | |
| GENTEX CORP COM | 371901109 | Stock | 29,899 | $713,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 5,134 | $690,000 | thousands by filing date | |
| CME Group Inc. Class A | 12572Q105 | COM | 3,780 | $670,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,292 | $653,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 5,123 | $647,000 | thousands by filing date | |
| ISHARES TR | 464287457 | COM | 7,578 | $616,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 4,238 | $609,000 | thousands by filing date | |
| Qualcomm Incorporated | 747525103 | COM | 5,345 | $604,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 20,072 | $589,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 2,541 | $587,000 | thousands by filing date | |
| Broadcom Inc. | 11135F101 | COM | 1,285 | $571,000 | thousands by filing date | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 11,694 | $563,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 5,595 | $538,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 1,846 | $494,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33733E104 | CAP STRENGTH ETF | 7,181 | $477,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 5,987 | $470,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 4,647 | $450,000 | thousands by filing date | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 8,523 | $449,000 | thousands by filing date | |
| DARDEN RESTAURANTS INC COM | 237194105 | Stock | 3,276 | $414,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 2,421 | $396,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,878 | $371,000 | thousands by filing date | |
| FLEXSHARES TR | 33939L860 | QUALT DIVD IDX | 7,776 | $368,000 | thousands by filing date | |
| BEST BUY INC COM | 086516101 | Stock | 5,783 | $367,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 9,955 | $362,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 2,016 | $359,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,625 | $357,000 | thousands by filing date | |
| ALLSTATE CORP COM | 020002101 | Stock | 2,711 | $338,000 | thousands by filing date | |
| MARATHON OIL CORP | 565849106 | COM | 14,828 | $335,000 | thousands by filing date | |
| Stryker Corporation | 863667101 | COM | 1,642 | $333,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 7,363 | $332,000 | thousands by filing date | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 6,415 | $329,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 5,784 | $325,000 | thousands by filing date | |
| S&P Global,Inc. | 78409V104 | COM | 1,043 | $319,000 | thousands by filing date | |
| ISHARES TR | 464288687 | COM | 9,323 | $296,000 | thousands by filing date | |
| Raytheon Technologies Corporation | 75513E101 | COM | 3,572 | $293,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C656 | US EQTY PWR BUF | 10,472 | $292,000 | thousands by filing date | |
| MILLERKNOLL INC | 600544100 | COM | 18,559 | $290,000 | thousands by filing date | |
| COMPASS DIVERSIFIED HOLDINGS | 20451Q104 | COMMON STOCK | 15,895 | $288,000 | thousands by filing date | |
| CVS Health Corporation | 126650100 | COM | 3,006 | $287,000 | thousands by filing date | |
| COHEN & STEERS REIT AND PREFER | 19247X100 | COM | 14,722 | $286,000 | thousands by filing date | |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 33739Q200 | ETF | 5,728 | $272,000 | thousands by filing date | |
| Hartford Municipal Opportnits ETF | 41653L503 | ETF | 7,356 | $269,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 1,657 | $268,000 | thousands by filing date | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,135 | $257,000 | thousands by filing date | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,654 | $256,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 524 | $248,000 | thousands by filing date | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 1,677 | $248,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 8,112 | $245,000 | thousands by filing date | |
| General Electric Company | 369604301 | COM | 3,952 | $245,000 | thousands by filing date | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 2,351 | $242,000 | thousands by filing date | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 1,317 | $238,000 | thousands by filing date | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 4,537 | $224,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 837 | $223,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,463 | $216,000 | thousands by filing date | |
| CHARLES RIV LABS INTL INC | 159864107 | COM | 1,090 | $215,000 | thousands by filing date | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 1,029 | $213,000 | thousands by filing date | |
| Duke Energy Corporation | 26441C204 | COM | 2,248 | $210,000 | thousands by filing date | |
| Waste Management, Inc. | 94106L109 | COM | 1,307 | $210,000 | thousands by filing date | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 1,392 | $208,000 | thousands by filing date | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 4,307 | $208,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 1,704 | $203,000 | thousands by filing date | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 1,574 | $203,000 | thousands by filing date | |
| TJX Companies Inc | 872540109 | COM | 3,241 | $202,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 6,382 | $200,000 | thousands by filing date | |
| FIRST TRUST ENHANCED EQUITY IN | 337318109 | COM | 13,545 | $199,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 10,406 | $160,000 | thousands by filing date | |
| BlackRock Muniy Michigan | 09254V105 | Fund | 12,585 | $156,000 | thousands by filing date | |
| EATON VANCE TAX-MANAGED GLOB | 27829c105 | COM | 15,865 | $121,000 | thousands by filing date | |
| ALLSPRING INCOME OPPORTUNITIES | 94987B105 | INC OPPTY FD | 12,000 | $75,000 | thousands by filing date | |
| EDGIO INC | 53261M104 | COM | 16,857 | $47,000 | thousands by filing date | |
| ABERDEEN | 003011103 | MUTUAL FUNDS EQ | 11,179 | $46,000 | thousands by filing date | |
| Yatra Online Incorporated Ord SHS | G98338109 | Common Stock | 20,000 | $45,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001909879-22-000004 | this filing | 2022-11-14 | acceptance time not in the bulk data set |