Portfolio (Quarterly)
Guide ↗
WEST MICHIGAN ADVISORS, LLC
· CIK 0001909879| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | WFC | Wells Fargo & Co | Financial Services | 11,007.0 | $876K | 0.19% | +3K | +37.0% | $79.61 | +3.3% |
| 122 | ALB | Albemarle Corp | Basic Materials | 4,818.0 | $867K | 0.19% | NEW | — | $179.92 | -10.9% |
| 123 | — | Alcoa | — | 3,750.0 | $864K | 0.19% | — | — | $230.46 | — |
| 124 | UNIY | The Wisdomtree Trust Voya Yield Enhanced Usd | — | 17,752.0 | $860K | 0.19% | -668.0 | -3.6% | $48.44 | +0.2% |
| 125 | VRT | Vertiv Holdings Company Com Class A | Industrials | 3,373.0 | $845K | 0.19% | NEW | — | $250.58 | +32.9% |
| 126 | WDC | Western Digital Corporation. | Technology | 3,117.0 | $843K | 0.18% | -598.0 | -16.1% | $270.49 | +175.9% |
| 127 | UNH | UnitedHealth Group | Healthcare | 3,082.0 | $834K | 0.18% | +727.0 | +30.9% | $270.59 | +48.2% |
| 128 | GE | General Electric Company Com New | Industrials | 2,933.0 | $834K | 0.18% | +19.0 | +0.7% | $284.26 | +25.8% |
| 129 | ASTS | Ast Spacemobile Incorporated Com Class A | Technology | 9,888.0 | $819K | 0.18% | +405.0 | +4.3% | $82.87 | -2.7% |
| 130 | — | Sandisk Corporation | — | 1,287.0 | $818K | 0.18% | NEW | — | $635.34 | — |
| 131 | ECG | Everus Constr Group | Industrials | 6,913.0 | $816K | 0.18% | NEW | — | $118.06 | +33.6% |
| 132 | MRNA | Moderna Incorporated | Healthcare | 15,739.0 | $800K | 0.18% | NEW | — | $50.80 | +25.9% |
| 133 | RVMD | Revolution Medicines Inc | Healthcare | 8,218.0 | $799K | 0.18% | +614.0 | +8.1% | $97.25 | +67.6% |
| 134 | LITE | Lumentum HLDGS Incorporated | Technology | 1,133.0 | $796K | 0.17% | -725.0 | -39.0% | $702.76 | +21.0% |
| 135 | ROIV | Roivant Sciences LTD F | Healthcare | 28,596.0 | $792K | 0.17% | -483.0 | -1.7% | $27.70 | +13.5% |
| 136 | TER | Teradyne Incorporate | Technology | 2,669.0 | $791K | 0.17% | -485.0 | -15.4% | $296.46 | +47.7% |
| 137 | IVV | iShares TR Core S&P500 ETF | — | 1,189.0 | $777K | 0.17% | -60.0 | -4.8% | $653.21 | +14.8% |
| 138 | MKSI | MKS Inc | Technology | 3,376.0 | $776K | 0.17% | NEW | — | $229.81 | +76.8% |
| 139 | QQQM | Invesco Nasdaq 100 ETF | — | 3,194.0 | $759K | 0.17% | -1K | -30.2% | $237.62 | +28.2% |
| 140 | IEI | iShares TR 3 7 YR Treas BD | — | 6,362.0 | $755K | 0.17% | +3K | +80.1% | $118.60 | -1.2% |
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%