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Portfolio (Quarterly) Guide ↗

WEST MICHIGAN ADVISORS, LLC

· CIK 0001909879
13F Portfolio $455M AUM 298 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 99 Added 100 Reduced 36 Exited
Page 1 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HBAN Huntington Bancshs Financial Services 314,682.0 $5.0M 1.09% -29K -8.6% $15.81 +6.7%
2 ETN Eaton Corp PLC F Industrials 10,906.0 $3.9M 0.86% -283.0 -2.5% $357.68 +17.9%
3 GLD SPDR Gold Shares ETF Financial Services 8,872.0 $3.8M 0.84% -310.0 -3.4% $430.29 -10.0%
4 MPC Marathon Pete Corp Energy 15,617.0 $3.8M 0.84% -1K -6.1% $244.19 -0.5%
5 ABBV Abbvie Inc Healthcare 17,032.0 $3.7M 0.81% -214.0 -1.2% $217.49 -0.5%
6 CGGO Capital Group Global GRWT Eqy ETF 101,119.0 $3.4M 0.74% -57K -36.0% $33.37 +27.2%
7 VZ Verizon Communication Services 63,944.0 $3.2M 0.70% -9K -11.9% $50.20 -9.6%
8 META Meta Platforms Inc Class A Communication Services 4,628.0 $2.6M 0.58% -101.0 -2.1% $572.13 +0.9%
9 TIGO Millicom Interntnl C F Communication Services 35,078.0 $2.6M 0.58% -13K -26.7% $74.94 +12.6%
10 CB Chubb LTD F Financial Services 7,819.0 $2.6M 0.56% -469.0 -5.7% $326.91 -1.1%
11 Berkshire Hathaway Class B 5,174.0 $2.5M 0.55% -575.0 -10.0% $479.20
12 JNJ Johnson & Johnson Healthcare 10,125.0 $2.5M 0.54% -12K -54.7% $244.43 -6.6%
13 JCI Johnson Controls Inter F Industrials 18,526.0 $2.4M 0.54% -2K -10.0% $131.35 +10.3%
14 MSI Motorola Solutions Technology 5,387.0 $2.3M 0.52% -552.0 -9.3% $435.20 -9.2%
15 JCPB JPMorgan Core Plus Bond ETF 49,009.0 $2.3M 0.51% -9K -15.3% $47.08 -0.4%
16 JPMorgan Ultra-Short Income ETF 45,023.0 $2.3M 0.50% -11K -19.3% $50.61
17 CME Cme Group Inc Class A Financial Services 7,695.0 $2.3M 0.50% -591.0 -7.1% $295.35 -16.6%
18 AGG iShares Core US Aggregate Bond ETF 21,027.0 $2.1M 0.46% -390.0 -1.8% $99.27 -0.4%
19 SPHQ Invesco S&P 500 Quality ETF 27,054.0 $2.0M 0.45% -12K -30.0% $75.19 +18.8%
20 UNP Union Pacific Corp Industrials 8,006.0 $1.9M 0.43% -681.0 -7.8% $242.62 +5.9%
Page 1 of 5  ·  100 positions

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%