Portfolio (Quarterly)
Guide ↗
WEST MICHIGAN ADVISORS, LLC
· CIK 0001909879| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | MLI | Mueller Industries Incorporated | Industrials | 2,070.0 | $238K | 0.06% | NEW | — | $114.81 | +19.7% |
| 242 | IWS | iShares TR Rus MDCP Val ETF | — | 1,683.0 | $237K | 0.05% | NEW | — | $141.03 | +15.5% |
| 243 | EXEL | Exelixis Inc | Healthcare | 5,386.0 | $236K | 0.05% | NEW | — | $43.83 | +18.4% |
| 244 | F | Ford Motor Co | Consumer Cyclical | 17,596.0 | $231K | 0.05% | NEW | — | $13.12 | +7.2% |
| 245 | HMOP | Hartford Municipal Opportnits ETF | — | 5,877.0 | $231K | 0.05% | NEW | — | $39.25 | -0.5% |
| 246 | HYTR | Counterpoint High Yield Trend ETF | — | 10,371.0 | $225K | 0.05% | NEW | — | $21.72 | -1.6% |
| 247 | SUB | iShares TR SHRT Nat Mun ETF | — | 2,097.0 | $224K | 0.05% | NEW | — | $106.70 | -0.1% |
| 248 | KMI | Kinder Morgan Inc | Energy | 8,118.0 | $223K | 0.05% | NEW | — | $27.49 | +14.9% |
| 249 | CACI | Caci International Incorporated Class A | Technology | 417.0 | $222K | 0.05% | NEW | — | $532.81 | -12.5% |
| 250 | SPXL | Direxion Daily S&P 500 Bull 3X Shares | — | 1,000.0 | $221K | 0.05% | NEW | — | $220.61 | +23.6% |
| 251 | SPIB | SPDR Portfolio Intermediate Term Corporate Bond ETF | — | 6,507.0 | $220K | 0.05% | NEW | — | $33.81 | -1.2% |
| 252 | DBMF | Imgp Dbi Managed Futures STRTGY ETF | — | 7,520.0 | $220K | 0.05% | NEW | — | $29.23 | +5.8% |
| 253 | FCX | Freeport-Mcmoran Incorporated Class B | Basic Materials | 4,307.0 | $219K | 0.05% | NEW | — | $50.79 | +35.2% |
| 254 | FVD | First Trust Value Line Dividend Index Fund | — | 4,708.0 | $217K | 0.05% | NEW | — | $46.08 | +2.9% |
| 255 | WELL | Welltower Incorporated REIT | Real Estate | 1,162.0 | $216K | 0.05% | NEW | — | $185.61 | +11.3% |
| 256 | — | Monarch Volume Factor Dividnd ETF | — | 7,648.0 | $216K | 0.05% | NEW | — | $28.19 | — |
| 257 | G | Genpact Limited SHS | Technology | 4,579.0 | $214K | 0.05% | NEW | — | $46.78 | -39.6% |
| 258 | TROW | Price T Rowe Group Incorporated | Financial Services | 2,082.0 | $213K | 0.05% | NEW | — | $102.38 | +5.1% |
| 259 | ACGL | Arch Cap Group Limited Ord | Financial Services | 2,206.0 | $212K | 0.05% | NEW | — | $95.92 | -4.9% |
| 260 | CSL | Carlisle Companies Incorporated | Industrials | 660.0 | $211K | 0.05% | NEW | — | $319.86 | +12.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
28.4%
Consumer Cyclical
19.9%
Financial Services
14.4%
Healthcare
10.7%
Industrials
8.0%
Communication Services
7.3%
Consumer Defensive
4.1%
Energy
3.3%
Basic Materials
2.6%
Utilities
1.2%