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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 13 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 General Electric 1,030.0 $293K 0.06% $284.24
242 CALF Pacer US Small Cap Cash Cows 100 ETF 6,508.0 $292K 0.06% -2K -24.7% $44.87 +9.7%
243 IWO iShares TR Rus 2000 GRW ETF 928.0 $291K 0.06% $313.98 +23.9%
244 HPE Hewlett Packard Enterprise Company Technology 11,985.0 $287K 0.06% -806.0 -6.3% $23.95 +97.9%
245 WM Waste Management Inc Industrials 1,249.0 $287K 0.06% -24.0 -1.9% $229.72 -6.6%
246 SHEL Shell PLC Spon Ads Energy 3,079.0 $286K 0.06% NEW $93.00 -15.3%
247 C Citigroup Incorporated Com New Financial Services 2,509.0 $285K 0.06% +37.0 +1.5% $113.39 +26.2%
248 MIY BlackRock Muniy Michigan Financial Services 23,645.0 $282K 0.06% NEW $11.93 +1.5%
249 PH Parker-Hannifin Corporation Industrials 313.0 $280K 0.06% NEW $895.35 +6.5%
250 NXPI NXP Semiconductors N V Technology 1,401.0 $277K 0.06% -12K -89.7% $197.97 +58.2%
251 PFE Pfizer Healthcare 9,836.0 $276K 0.06% -240.0 -2.4% $28.08 -10.2%
252 KMI Kinder Morgan Inc Energy 8,126.0 $272K 0.06% $33.53 -5.8%
253 PSX Phillips 66 Energy 1,452.0 $265K 0.06% NEW $182.18 -8.8%
254 VMBS Vanguard Mortgage Backed Sec ETF 5,598.0 $263K 0.06% -2K -22.9% $46.95 -0.4%
255 XLV SPDR Health Care Select 1,763.0 $258K 0.06% NEW $146.61 +1.9%
256 FFA First TR Enhanced Equity Incom Financial Services 12,666.0 $258K 0.06% $20.40 +10.8%
257 VYM Vanguard High Dividend Yield ETF 1,733.0 $257K 0.06% -282.0 -14.0% $148.06 +6.9%
258 PBR Petroleo Brasileiro SA Petrobr Sponsored ADR Energy 12,333.0 $256K 0.06% NEW $20.75 -19.3%
259 HAL Halliburton Company Energy 6,534.0 $255K 0.06% NEW $38.99 -10.4%
260 GD General Dynamics Corporation Industrials 736.0 $253K 0.06% NEW $343.22 +2.0%
Page 13 of 15  ·  298 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%