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Latest WEST MICHIGAN ADVISORS, LLC Stock Portfolio

WEST MICHIGAN ADVISORS, LLC Performance:
2025 Q3: 6.96%YTD: 6.09%2024: 8.35%
Performance for 2025 Q3 is 6.96%, and YTD is 6.09%, and 2024 is 8.35%.

About WEST MICHIGAN ADVISORS, LLC and 13F Hedge Fund Stock Holdings

WEST MICHIGAN ADVISORS, LLC is a hedge fund based in HOLLAND, MI. On 14-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $279.8 Millions. In it's latest 13F Holdings report, WEST MICHIGAN ADVISORS, LLC reported an equity portfolio of $416 Millions as of 30 Sep, 2025.

The top stock holdings of WEST MICHIGAN ADVISORS, LLC are GNTX, AMLX, MSFT. The fund has invested 12.2% of it's portfolio in GENTEX CORP and 3.6% of portfolio in AMPLIFY CWP ENHANCED DIV INM ETF.

The fund managers got completely rid off INNOVATOR US EQY POWER BUFFER ETF (BAPR), SPOTIFY TECHNOLOGY S A SHS and VISTRA CORPORATION (VST) stocks. They significantly reduced their stock positions in ISHARES TR 0-3 MNTH TREASRY (DMXF), INTERCONTINENTAL EXCHANGE INCORPORATED (ICE) and J P MORGAN EXCHANGE-TRADED INTERNATIONAL RESH ENHANCED (BBAX). WEST MICHIGAN ADVISORS, LLC opened new stock positions in INNOVATOR US EQY POWER BUFFER ETF (BAPR), TALEN ENERGY CORPORATION and LEIDOS HOLDINGS INCORPORATED (LDOS). The fund showed a lot of confidence in some stocks as they added substantially to EPAM SYSTEMS INCORPORATED (EPAM), NEWMONT CORP (NEM) and ILLINOIS TOOL WORKS (ITW).

WEST MICHIGAN ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that WEST MICHIGAN ADVISORS, LLC made a return of 6.96% in the last quarter. In trailing 12 months, it's portfolio return was 6.1%.

New Buys

Ticker$ Bought
innovator us eqy power buffer etf9,005,710
talen energy corporation3,155,040
anglogold ashanti plc f2,887,960
leidos holdings incorporated2,765,030
altria group incorporated2,650,020
millicom interntnl c f2,597,380
insmed incorporated com par $.012,537,310
eog res incorporated2,466,300
New stocks bought by WEST MICHIGAN ADVISORS, LLC

Additions

Ticker% Inc.
epam systems incorporated1,213
newmont corp1,093
illinois tool works1,052
kenvue incorporated961
comcast corp class a785
nxp semiconductors n v631
american express co609
tapestry incorporated464
Additions to existing portfolio by WEST MICHIGAN ADVISORS, LLC

Reductions

Ticker% Reduced
ishares tr 0-3 mnth treasry-82.63
intercontinental exchange incorporated-57.45
j p morgan exchange-traded international resh enhanced-51.87
first trust growth strength etf iv-51.37
imgp dbi managed futures strtgy etf-48.08
jp morgan etf trust mkt expansion enhanced-46.92
oracle corporation-46.14
best buy co inc-41.35
WEST MICHIGAN ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
innovator us eqy power buffer etf-9,034,100
ardelyx incorporated-109,760
proshares short russell 2000 etf-223,170
bristol-myers squibb company-370,413
exelixis inc-291,688
proshares short qqq etf-220,171
sanofi sponsored adr-300,005
flexshares upstream natural idx etf-232,454
WEST MICHIGAN ADVISORS, LLC got rid off the above stocks

Sector Distribution

WEST MICHIGAN ADVISORS, LLC has about 30.4% of it's holdings in Others sector.

Sector%
Others30.4
Technology19.3
Consumer Cyclical16.8
Healthcare10.1
Financial Services6.8
Industrials5.1
Consumer Defensive3
Communication Services2.7
Energy2.5
Basic Materials2

Market Cap. Distribution

WEST MICHIGAN ADVISORS, LLC has about 50.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED30.4
LARGE-CAP28.5
MEGA-CAP21.7
MID-CAP14.3
MICRO-CAP4.3

Stocks belong to which Index?

About 53.9% of the stocks held by WEST MICHIGAN ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50048.5
Others46.1
RUSSELL 20005.4
Top 5 Winners (%)%
CDTX
cidara therapeutics incorporated com new
96.6 %
KTOS
kratos defense & sec solutions com new
96.1 %
COMM
commscope hldg co inc
54.0 %
APP
applovin corporation com class a
49.4 %
TSLA
tesla motors
40.0 %
Top 5 Winners ($)$
GNTX
gentex corp
11.3 M
AAPL
apple inc
2.3 M
NVDA
nvidia corp
1.6 M
AVGO
broadcom inc
1.2 M
AMLX
amplify cwp enhanced div inm etf
1.1 M
Top 5 Losers (%)%
FSK
fs kkr capital corp
-26.8 %
ACN
accenture plc f class a
-14.4 %
CRM
salesforce
-12.4 %
CSL
carlisle companies incorporated
-11.9 %
NFLX
netflix inc
-10.5 %
Top 5 Losers ($)$
CRM
salesforce
-0.5 M
FSK
fs kkr capital corp
-0.2 M
SYK
stryker corporation
-0.2 M
NFLX
netflix inc
-0.1 M
CB
chubb ltd f
-0.1 M

WEST MICHIGAN ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WEST MICHIGAN ADVISORS, LLC

WEST MICHIGAN ADVISORS, LLC has 261 stocks in it's portfolio. About 32.6% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. GNTX was the most profitable stock for WEST MICHIGAN ADVISORS, LLC last quarter.

Last Reported on: 13 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions