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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 3 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQI Neos Nasdaq 100 High Income ETF 66,403.0 $3.3M 0.72% NEW $49.69 +14.2%
42 Ftai Aviation Limited SHS 13,109.0 $3.2M 0.71% NEW $245.00
43 VZ Verizon Communication Services 63,944.0 $3.2M 0.70% -9K -11.9% $50.20 -9.6%
44 CRM Salesforce Technology 16,527.0 $3.1M 0.68% +2K +13.2% $186.67 -18.7%
45 ADI Analog Devices Inc Technology 9,635.0 $3.1M 0.67% +743.0 +8.4% $318.15 +36.6%
46 INTC Intel Technology 63,104.0 $2.8M 0.61% +39K +162.3% $44.13 +203.6%
47 NEE Nextera Energy Inc Utilities 29,708.0 $2.8M 0.61% +769.0 +2.7% $92.88 -6.6%
48 QDPL Pacer FDS Trust Metaurus US Large Cap 67,472.0 $2.7M 0.60% +4K +7.0% $40.34 +13.4%
49 META Meta Platforms Inc Class A Communication Services 4,628.0 $2.6M 0.58% -101.0 -2.1% $572.13 +0.9%
50 WFRD Weatherford International PLC Ord SHS Energy 27,977.0 $2.6M 0.58% NEW $94.58 -3.1%
51 ELAN Elanco Animal Health Incorporated Healthcare 109,903.0 $2.6M 0.58% +84K +318.0% $23.93 +1.2%
52 TIGO Millicom Interntnl C F Communication Services 35,078.0 $2.6M 0.58% -13K -26.7% $74.94 +12.6%
53 EFA iShares MSCI EAFE ETF 26,444.0 $2.6M 0.56% +3K +14.0% $97.13 +7.5%
54 CB Chubb LTD F Financial Services 7,819.0 $2.6M 0.56% -469.0 -5.7% $326.91 -1.1%
55 Berkshire Hathaway Class B 5,174.0 $2.5M 0.55% -575.0 -10.0% $479.20
56 JNJ Johnson & Johnson Healthcare 10,125.0 $2.5M 0.54% -12K -54.7% $244.43 -6.6%
57 JCI Johnson Controls Inter F Industrials 18,526.0 $2.4M 0.54% -2K -10.0% $131.35 +10.3%
58 IWF iShares Russell 1000 Growth ETF 5,634.0 $2.4M 0.53% +499.0 +9.7% $426.42 -71.1%
59 MSI Motorola Solutions Technology 5,387.0 $2.3M 0.52% -552.0 -9.3% $435.20 -9.2%
60 JCPB JPMorgan Core Plus Bond ETF 49,009.0 $2.3M 0.51% -9K -15.3% $47.08 -0.4%
Page 3 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%