Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
GENTEX CORPORATION | 1,732,679 | +1,699,459 | $56,589 |
GNTX | 1,732,679 | +1,699,459 | $56,589 |
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (DIVO) | 319,052 | -67,280 | $11,661 |
DIVO | 319,052 | -67,280 | $11,661 |
APPLE INCORPORATED | 44,907 | +1,926 | $8,646 |
AAPL | 44,907 | +1,926 | $8,646 |
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ) | 153,068 | +1,697 | $7,643 |
JEPQ | 153,068 | +1,697 | $7,643 |
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | 294,101 | +5,784 | $7,567 |
CGGO | 294,101 | +5,784 | $7,567 |
INNOVATOR U.S. EQUITY POWER BUFFER ETF AUGUST (PAUG) | 224,719 | -2,375 | $7,499 |
PAUG | 224,719 | -2,375 | $7,499 |
MICROSOFT CORPORATION | 18,741 | +390 | $7,047 |
MSFT | 18,741 | +390 | $7,047 |
JPMORGAN ULTRA SHORT INCOME ETF (JPST) | 138,515 | +24,755 | $6,958 |
JPST | 138,515 | +24,755 | $6,958 |
TOMMYS EXPRESS HOLDINGS INC | 444,555 | +34,555 | $6,793 |
COM | 444,555 | +444,555 | $6,793 |
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF (FIXD) | 112,474 | +22,153 | $5,017 |
FIXD | 112,474 | +22,153 | $5,017 |
FIRST TRUST CAPITAL STRENGTH ETF (FTCS) | 60,410 | -15,840 | $4,835 |
FTCS | 60,410 | -15,840 | $4,835 |
HUNTINGTON BANCSHARES INCORPORATED (HBAN) | 360,331 | -24,542 | $4,583 |
HBAN | 360,331 | -24,542 | $4,583 |
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) | 9,264 | -440 | $4,047 |
VOO | 9,264 | -440 | $4,047 |
JPMORGAN CHASE & COMPANY | 23,240 | +2,104 | $3,953 |
JPM | 23,240 | +2,104 | $3,953 |
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND (GUNR) | 91,574 | +2,654 | $3,750 |
GUNR | 91,574 | +2,654 | $3,750 |
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND (FVD) | 82,963 | +1,340 | $3,365 |
FVD | 82,963 | +1,340 | $3,365 |
HOME DEPOT INCORPORATED | 9,368 | +1,613 | $3,246 |
HD | 9,368 | +1,613 | $3,246 |
MERCK & COMPANY INCORPORATED | 29,051 | +3,265 | $3,167 |
MRK | 29,051 | +3,265 | $3,167 |
BROADCOM INCORPORATED | 2,784 | +256 | $3,108 |
AVGO | 2,784 | +256 | $3,108 |
EATON CORPORATION PLC SHS | 12,491 | +476 | $3,008 |
ETN | 12,491 | +476 | $3,008 |
NVIDIA CORPORATION | 5,852 | -65 | $2,898 |
NVDA | 5,852 | -65 | $2,898 |
UNION PAC CORPORATION | 11,394 | +2,353 | $2,799 |
UNP | 11,394 | +2,353 | $2,799 |
JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | 48,339 | -27,205 | $2,658 |
JEPI | 48,339 | -27,205 | $2,658 |
MOTOROLA SOLUTIONS INCORPORATED COM NEW | 8,424 | +1,129 | $2,637 |
MSI | 8,424 | +1,129 | $2,637 |
MARATHON PETE CORPORATION | 17,448 | +402 | $2,589 |
MPC | 17,448 | +402 | $2,589 |
AMAZON COM INCORPORATED | 16,289 | -121 | $2,475 |
AMZN | 16,289 | -121 | $2,475 |
JOHNSON & JOHNSON | 15,627 | +3,202 | $2,450 |
JNJ | 15,627 | +3,202 | $2,450 |
MEDTRONIC PLC SHS | 28,967 | +6,135 | $2,386 |
MDT | 28,967 | +6,135 | $2,386 |
PACER FDS TRUST METAURUS US LARGE CAP | 72,205 | -75,221 | $2,386 |
QDPL | 72,205 | -75,221 | $2,386 |
CISCO SYSTEMS INCORPORATED | 45,874 | +8,517 | $2,318 |
CSCO | 45,874 | +8,517 | $2,318 |
VERIZON COMMUNICATIONS INCORPORATED | 60,954 | +17,795 | $2,298 |
VZ | 60,954 | +17,795 | $2,298 |
DEVON ENERGY CORPORATION NEW | 50,161 | +10,800 | $2,272 |
DVN | 50,161 | +10,800 | $2,272 |
WALMART INCORPORATED | 14,193 | +2,924 | $2,238 |
WMT | 14,193 | +2,924 | $2,238 |
CHUBB LIMITED | 9,547 | +1,977 | $2,158 |
CB | 9,547 | +1,977 | $2,158 |
ISHARES TR CORE US AGGBD ET (AGG) | 20,088 | -267 | $1,994 |
AGG | 20,088 | -267 | $1,994 |
COMCAST CORPORATION NEW CLASS A | 42,307 | +38,860 | $1,855 |
CMCSA | 42,307 | +38,860 | $1,855 |
CME GROUP INCORPORATED | 8,778 | +2,450 | $1,849 |
CME | 8,778 | +2,450 | $1,849 |
AIR PRODUCTS & CHEMICALS INCORPORATED | 6,381 | +1,416 | $1,747 |
APD | 6,381 | +1,416 | $1,747 |
DARDEN RESTAURANTS INCORPORATED | 10,224 | +3,647 | $1,680 |
DRI | 10,224 | +3,647 | $1,680 |
BEST BUY INCORPORATED | 20,328 | +6,240 | $1,591 |
BBY | 20,328 | +6,240 | $1,591 |
JOHNSON CONTROLS INTERNATIONAL PLC SHS | 26,753 | +10,802 | $1,542 |
JCI | 26,753 | +10,802 | $1,542 |
ELI LILLY & COMPANY | 2,600 | +20 | $1,516 |
LLY | 2,600 | +20 | $1,516 |
ABBVIE INCORPORATED | 9,530 | +147 | $1,477 |
ABBV | 9,530 | +147 | $1,477 |
ISHARES TR RUS 1000 GRW ETF (IWF) | 4,767 | -414 | $1,445 |
IWF | 4,767 | -414 | $1,445 |
PROCTER AND GAMBLE COMPANY | 9,587 | -76 | $1,405 |
PG | 9,587 | -76 | $1,405 |
CHEVRON CORPORATION NEW | 8,692 | -318 | $1,296 |
CVX | 8,692 | -318 | $1,296 |
MCDONALDS CORPORATION | 4,240 | -127 | $1,257 |
MCD | 4,240 | -127 | $1,257 |
UNITEDHEALTH GROUP INCORPORATED | 2,327 | -96 | $1,225 |
UNH | 2,327 | -96 | $1,225 |
ISHARES TR RUS 1000 VAL ETF (IWD) | 7,280 | -187 | $1,203 |
IWD | 7,280 | -187 | $1,203 |
TESLA INCORPORATED | 4,622 | +155 | $1,148 |
TSLA | 4,622 | +155 | $1,148 |
See Full List: All Stocks Held By West Michigan Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
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See Details: Top 10 Stocks Held By West Michigan Advisors LLC
Size ($ in 1000's)
At 12/31/2023: $263,894 At 09/30/2023: $185,703 West Michigan Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from West Michigan Advisors LLC 13F filings. Link to 13F filings: SEC filings |