13F-HR filed by WEST MICHIGAN ADVISORS, LLC
WEST MICHIGAN ADVISORS, LLC filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-04-21, with 156 holding rows worth $176,105,981.
- Accession
- 0001951757-23-000205
- Filer
- CIK 1909879
- Filed
- 2023-04-21
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2023
A holdings report, 156 entries on the cover page, a total value of $176,105,981 stated on the cover page (in dollars after the unit check, H1), rows summing to $176,105,981 with VALUE read as dollars as filed, 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
- included managerColumbia Threadneedle
- included managerTCW Investment Management
- included managerAligned Investors
- included managerLoomis Styles & Co
- included managerCougar Global (MD)
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 | 429,934 | $15,249,750 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 174,224 | $7,855,764 | dollars as filed | |
| PACER FDS TR | 69374H436 | METAURUS CAP 400 | 245,464 | $7,348,284 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C540 | US EQTY PWR BUF | 232,126 | $7,300,363 | dollars as filed | |
| Apple Inc | 037833100 | COM | 42,448 | $6,999,725 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 130,633 | $6,133,219 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 101,101 | $5,520,116 | dollars as filed | |
| FS KKR CAP CORP | 302635206 | COM | 289,668 | $5,358,849 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 17,777 | $5,125,085 | dollars as filed | |
| HUNTINGTON BANCSHARES INC COM | 446150104 | Stock | 450,156 | $5,041,748 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 92,514 | $4,655,287 | dollars as filed | |
| FLEXSHARES TR | 33939L407 | MORNSTAR UPSTR | 96,183 | $4,067,579 | dollars as filed | |
| PACER FDS TR | 69374H857 | US SMALL CAP CAS | 98,938 | $3,765,580 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 8,329 | $3,132,325 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 18,901 | $2,548,367 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 21,669 | $2,305,349 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 7,205 | $2,126,223 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 16,282 | $2,121,656 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 9,936 | $1,999,776 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 35,658 | $1,864,007 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 10,374 | $1,777,520 | dollars as filed | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 35,016 | $1,772,157 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 6,112 | $1,697,730 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 5,922 | $1,694,446 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 16,162 | $1,669,373 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 41,662 | $1,620,222 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,517 | $1,614,531 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 9,883 | $1,575,125 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 9,968 | $1,545,050 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 15,242 | $1,518,713 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 10,093 | $1,500,728 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 7,660 | $1,487,408 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 8,701 | $1,419,620 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 5,664 | $1,383,885 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 16,536 | $1,333,167 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 4,613 | $1,289,841 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,643 | $1,249,252 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 7,356 | $1,120,025 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 7,388 | $1,089,377 | dollars as filed | |
| FS CREDIT OPPORTUNITIES CORP | 30290Y101 | COMMON STOCK | 235,544 | $1,045,815 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 24,413 | $996,031 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 3,403 | $977,426 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 5,243 | $955,799 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 12,262 | $945,155 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 24,010 | $910,212 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 2,642 | $907,316 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 8,831 | $894,267 | dollars as filed | |
| GENTEX CORP COM | 371901109 | Stock | 31,555 | $884,479 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 8,634 | $845,528 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 13,306 | $825,371 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 8,793 | $820,123 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 3,980 | $762,330 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 10,349 | $752,786 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 3,790 | $735,222 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 8,819 | $724,569 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 3,739 | $695,491 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 5,366 | $684,594 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,942 | $663,331 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 9,393 | $654,880 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 9,680 | $647,108 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 13,676 | $636,618 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 4,893 | $610,500 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E104 | CAP STRENGTH ETF | 8,227 | $600,046 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 2,675 | $595,535 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,776 | $588,345 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 3,545 | $587,158 | dollars as filed | |
| DARDEN RESTAURANTS INC COM | 237194105 | Stock | 3,722 | $577,533 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 12,566 | $567,606 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 1,987 | $567,317 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 11,112 | $562,934 | dollars as filed | |
| VTI | 922908769 | COM | 2,722 | $555,557 | dollars as filed | |
| TE CONNECTIVITY LTD | H84989104 | SHS | 4,229 | $554,633 | dollars as filed | |
| BEST BUY INC COM | 086516101 | Stock | 7,075 | $553,748 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 5,027 | $522,808 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,260 | $515,776 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 3,858 | $509,295 | dollars as filed | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 7,253 | $503,431 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 3,943 | $501,155 | dollars as filed | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 738 | $493,811 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 9,514 | $480,838 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,392 | $455,582 | dollars as filed | |
| FLEXSHARES TR | 33939L860 | QUALT DIVD IDX | 8,304 | $452,257 | dollars as filed | |
| CAPITAL GROUP GBL GROWTH EQT | 14020X104 | SHS CREAT UNIT | 19,194 | $442,614 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 3,182 | $425,879 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 2,134 | $407,850 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 3,643 | $403,635 | dollars as filed | |
| General Electric Company | 369604301 | COM | 4,123 | $394,174 | dollars as filed | |
| MARATHON OIL CORP | 565849106 | COM | 16,113 | $386,060 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,458 | $379,251 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 1,085 | $374,120 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 29,399 | $366,606 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 3,365 | $325,395 | dollars as filed | |
| EASTMAN CHEM CO COM | 277432100 | Stock | 3,790 | $319,649 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 3,084 | $310,189 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 1,655 | $308,593 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 2,898 | $305,739 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 15,749 | $303,168 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,630 | $298,649 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 1,225 | $298,302 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 3,073 | $296,452 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 5,685 | $291,527 | dollars as filed | |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 33739Q200 | ETF | 6,065 | $290,320 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 1,455 | $286,955 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 9,157 | $285,867 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 884 | $283,777 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 811 | $280,184 | dollars as filed | |
| COHEN & STEERS REIT AND PREFER | 19247X100 | COM | 14,080 | $274,702 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 547 | $271,621 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 2,864 | $271,479 | dollars as filed | |
| PROSHARES TR | 74347R107 | PSHS ULT S&P 500 | 5,200 | $261,040 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 3,291 | $257,883 | dollars as filed | |
| ISHARESAGENCYBONDETF | 464288166 | STOK | 2,381 | $257,696 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 709 | $257,658 | dollars as filed | |
| Vaneck Long Muni ETF | 92189F536 | ETF | 14,191 | $255,580 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,928 | $252,742 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 818 | $252,574 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,262 | $252,122 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,984 | $243,673 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 1,061 | $240,656 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 1,734 | $237,593 | dollars as filed | |
| Hartford Municipal Opportnits ETF | 41653L503 | ETF | 6,215 | $237,444 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,134 | $235,260 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 3,899 | $234,768 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 8,166 | $233,548 | dollars as filed | |
| Deere & Company | 244199105 | COM | 563 | $232,451 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 708 | $231,594 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 1,879 | $230,441 | dollars as filed | |
| FIRST TRUST ENHANCED EQUITY IN | 337318109 | COM | 13,712 | $226,520 | dollars as filed | |
| CHARLES RIV LABS INTL INC | 159864107 | COM | 1,110 | $224,020 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 17,777 | $223,987 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 2,976 | $221,139 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 1,766 | $218,472 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 561 | $216,193 | dollars as filed | |
| ARCHER DANIELS MIDLAND CO COM | 039483102 | Stock | 2,698 | $214,923 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R605 | DORSEY WRT 5 ETF | 4,761 | $214,626 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 2,354 | $214,332 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 1,285 | $212,684 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 6,483 | $210,633 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 1,278 | $208,576 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 3,007 | $208,415 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 729 | $208,355 | dollars as filed | |
| CLOROX CO DEL | 189054109 | COM | 1,292 | $204,446 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 1,948 | $203,917 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 2,215 | $203,381 | dollars as filed | |
| SPDR SER TR | 78468R721 | NUVEEN BLMBRG MU | 4,291 | $200,905 | dollars as filed | |
| MACATAWA BANK CORP | 554225102 | COMMON STOCK | 17,333 | $177,142 | dollars as filed | |
| EATON VANCE TAX-MANAGED GLOB | 27829c105 | COM | 15,865 | $128,189 | dollars as filed | |
| ARDELYX INC | 039697107 | COM | 25,000 | $119,750 | dollars as filed | |
| BlackRock Muniy Michigan | 09254V105 | Fund | 10,185 | $113,966 | dollars as filed | |
| ALLSPRING INCOME OPPORTUNITIES | 94987B105 | INC OPPTY FD | 12,000 | $75,960 | dollars as filed | |
| ABERDEEN | 003011103 | MUTUAL FUNDS EQ | 11,179 | $49,076 | dollars as filed | |
| Yatra Online Incorporated Ord SHS | G98338109 | Common Stock | 20,000 | $45,600 | dollars as filed | |
| FUELCELL ENERGY INC | 35952H601 | COM | 10,000 | $28,500 | dollars as filed | |
| ZOMEDICA CORP COM | 98980M109 | Stock | 100,000 | $21,170 | dollars as filed | |
| EDGIO INC | 53261M104 | COM | 16,857 | $13,336 | dollars as filed | |
| SPECTRUM PHARMACEUTICALS INC | 84763A108 | COM | 17,000 | $12,750 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-23-000205 | this filing | 2023-04-21 | acceptance time not in the bulk data set |