Portfolio (Quarterly)
Guide ↗
WEST MICHIGAN ADVISORS, LLC
· CIK 0001909879| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | BA | Boeing Co | Industrials | 1,040.0 | $207K | 0.04% | NEW | — | $199.03 | +11.9% |
| 62 | LOW | Lowes Companies Inc | Consumer Cyclical | 863.0 | $204K | 0.04% | NEW | — | $236.30 | -6.0% |
| 63 | IMO | Imperial Oil Limited Com New | Energy | 1,537.0 | $202K | 0.04% | NEW | — | $131.41 | -14.4% |
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
24.2%
Consumer Cyclical
19.2%
Financial Services
12.9%
Healthcare
11.5%
Industrials
9.8%
Communication Services
7.1%
Energy
6.1%
Consumer Defensive
3.9%
Basic Materials
3.4%
Utilities
1.4%