Fund HoldingsWEST MICHIGAN ADVISORS, LLC

Total Portfolio Value
$307.67M
Total Bought
$307.67M
Total Sold
$263.90M
Net Transaction
+$43.78M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
GENTEX CORPORATION(GNTX)01,849,476+1,849,476066,80321.71%+66,803
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF0321,874+321,874012,5144.07%+12,514
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
NASDAQ EQT PREM
0160,253+160,25308,6922.83%+8,692
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT
SHS CREAT UNIT
0291,474+291,47408,3942.73%+8,394
MICROSOFT CORPORATION(MSFT)019,542+19,54208,2222.67%+8,222
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
US EQTY PWR BUF
0220,417+220,41708,1142.64%+8,114
APPLE INCORPORATED(AAPL)046,122+46,12207,9092.57%+7,909
NVIDIA CORPORATION(NVDA)06,319+6,31905,7101.86%+5,710
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
SMITH OPPORT FXD
0126,851+126,85105,5311.80%+5,531
HUNTINGTON BANCSHARES INCORPORATED(HBAN)0371,414+371,41405,1811.68%+5,181
FIRST TR EXCHANGE-TRADED FD GROWTH STRENGTH ETF0160,278+160,27804,9221.60%+4,922
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW010,219+10,21904,9121.60%+4,912
JPMORGAN CHASE & COMPANY(JPM)022,917+22,91704,5901.49%+4,590
TOMMYS EXPRESS HOLDINGS INC0300,000+300,00004,5841.49%+4,584
INVESCO S&P 500 QUALITY ETF
S&P500 QUALITY
064,704+64,70403,9091.27%+3,909
J P MORGAN EXCHANGE-TRADED INTERNATIONAL RESH ENHANCED
INTRNL RES EQT
062,229+62,22903,8971.27%+3,897
MERCK & COMPANY INCORPORATED(MRK)028,534+28,53403,7651.22%+3,765
EATON CORPORATION PLC SHS(ETN)011,953+11,95303,7371.21%+3,737
HOME DEPOT INCORPORATED(HD)09,696+9,69603,7191.21%+3,719
JP MORGAN ETF TRUST MKT EXPANSION ENHANCED
SMALL & MID CAP
062,324+62,32403,6481.19%+3,648
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
071,490+71,49003,6071.17%+3,607
MARATHON PETE CORPORATION(MPC)017,623+17,62303,5511.15%+3,551
BROADCOM INCORPORATED(AVGO)02,405+2,40503,1881.04%+3,188
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
054,187+54,18703,1351.02%+3,135
MOTOROLA SOLUTIONS INCORPORATED COM NEW(MSI)08,693+8,69303,0861.00%+3,086
AMAZON COM INCORPORATED(AMZN)016,948+16,94803,0570.99%+3,057
DEVON ENERGY CORPORATION NEW(DVN)060,299+60,29903,0260.98%+3,026
UNION PAC CORPORATION(UNP)011,917+11,91702,9310.95%+2,931
WALMART INCORPORATED(WMT)045,431+45,43102,7340.89%+2,734
MEDTRONIC PLC SHS(MDT)030,273+30,27302,6380.86%+2,638
CISCO SYSTEMS INCORPORATED(CSCO)051,664+51,66402,5790.84%+2,579
JOHNSON & JOHNSON(JNJ)016,202+16,20202,5630.83%+2,563
VERIZON COMMUNICATIONS INCORPORATED(VZ)060,869+60,86902,5540.83%+2,554
JPMORGAN CORE PLUS BOND ETF
CORE PLUS BD ETF
053,848+53,84802,5120.82%+2,512
CHUBB LIMITED
COM
09,598+9,59802,4870.81%+2,487
PACER FDS TRUST METAURUS US LARGE CAP
METAURUS CAP 400
066,454+66,45402,3790.77%+2,379
CME GROUP INCORPORATED(CME)09,903+9,90302,1320.69%+2,132
JOHNSON CONTROLS INTERNATIONAL PLC SHS
SHS
030,598+30,59801,9990.65%+1,999
COMCAST CORPORATION NEW CLASS A(CCZ)045,650+45,65001,9790.64%+1,979
ELI LILLY & COMPANY(LLY)02,542+2,54201,9780.64%+1,978
AIR PRODUCTS & CHEMICALS INCORPORATED08,119+8,11901,9670.64%+1,967
ISHARES TR CORE US AGGBD ET020,081+20,08101,9670.64%+1,967
ABBVIE INCORPORATED(ABBV)09,941+9,94101,8100.59%+1,810
BEST BUY INCORPORATED(BBY)022,004+22,00401,8050.59%+1,805
DARDEN RESTAURANTS INCORPORATED(DRI)010,607+10,60701,7730.58%+1,773
PROCTER AND GAMBLE COMPANY(PG)09,691+9,69101,5720.51%+1,572
CHEVRON CORPORATION NEW(CVX)09,312+9,31201,4690.48%+1,469
ISHARES TR RUS 1000 GRW ETF04,330+4,33001,4590.47%+1,459
META PLATFORMS INCORPORATED CLASS A(META)02,930+2,93001,4230.46%+1,423
ISHARES TR RUS 1000 VAL ETF06,982+6,98201,2510.41%+1,251
UNITEDHEALTH GROUP INCORPORATED(UNH)02,380+2,38001,1770.38%+1,177
RAYMOND JAMES FINL INCORPORATED(RJF)08,721+8,72101,1200.36%+1,120
MCDONALDS CORPORATION(MCD)03,731+3,73101,0520.34%+1,052
STRYKER CORPORATION(SYK)02,906+2,90601,0400.34%+1,040
ABBOTT LABS08,965+8,96501,0190.33%+1,019
GOLDMAN SACHS GROUP INCORPORATED(GS)02,307+2,30709640.31%+964
VANGUARD FTSE DEVELOPED MARKETS ETF018,546+18,54609300.30%+930
FIRST TRUST CAPITAL STRENGTH ETF010,820+10,82009270.30%+927
SCHWAB US DIVIDEND EQUITY ETF011,319+11,31909130.30%+913
VISA INCORPORATED COM CLASS A(V)03,265+3,26509110.30%+911
SPDR S&P 500 ETF(SPY)01,714+1,71408960.29%+896
ALPHABET INCORPORATED CAP STK CLASS A(GOOG)05,912+5,91208920.29%+892
TESLA INCORPORATED(TSLA)04,978+4,97808750.28%+875
PEPSICO INCORPORATED(PEP)04,751+4,75108310.27%+831
HARTFORD MUNICIPAL OPPORTUNITIES ETF
MUN OPORTUNITE
021,240+21,24008250.27%+825
QUALCOMM INCORPORATED(QCOM)04,847+4,84708210.27%+821
ISHARES TR MSCI USA MIN VOL
MSCI USA MIN ETF
09,732+9,73208130.26%+813
ALPHABET INCORPORATED CAP STK CLASS C(GOOG)05,202+5,20207920.26%+792
COCA COLA COMPANY(KO)012,637+12,63707730.25%+773
ISHARES TR CORE MSCI EAFE
CORE MSCI EAFE
010,227+10,22707590.25%+759
VANGUARD TOTAL STOCK MARKET ETF02,687+2,68706980.23%+698
GE AEROSPACE COM NEW(GE)03,916+3,91606870.22%+687
PNC FINL SVCS GROUP INCORPORATED(PNC)04,229+4,22906830.22%+683
ORACLE CORPORATION(ORCL)05,294+5,29406650.22%+665
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
03,639+3,63906650.22%+665
VANGUARD TAX-EXEMPT BOND ETF012,951+12,95106550.21%+655
ENTERPRISE PRODS PART LP(EPD)022,021+22,02106430.21%+643
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
06,979+6,97906410.21%+641
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
MORNSTAR UPSTR
015,379+15,37906320.21%+632
ISHARES TR 1 3 YR TREAS BD07,458+7,45806100.20%+610
INVESCO QQQ TR01,355+1,35506020.20%+602
CATERPILLAR INCORPORATED(CAT)01,640+1,64006010.20%+601
PACER US CASH COWS 100 ETF
US CASH COWS 100
010,188+10,18805920.19%+592
ISHARES TR CORE S&P500 ETF01,124+1,12405910.19%+591
GOLDMAN SACHS B D C INC(GSBD)039,440+39,44005910.19%+591
ENERGY TRANSFER L P LP037,217+37,21705850.19%+585
NEXTERA ENERGY INCORPORATED(NEE)09,116+9,11605830.19%+583
HARTFORD MLTFCTR DVLPD MRKTS ETF020,000+20,00005600.18%+560
PACER US SMALL CAP CASH COWS 100 ETF
US SM CAP CA ETF
011,265+11,26505540.18%+554
MONDELEZ INTERNATIONAL INCORPORATED CLASS A(MDLZ)07,894+7,89405530.18%+553
INTERNATIONAL BUSINESS MACHINES(IBM)02,839+2,83905420.18%+542
FLEXSHARES QUALITY DIVIDEND INDEX FUND
QUALT DIVD IDX
08,126+8,12605360.17%+536
TEXAS INSTRS INCORPORATED(TXN)03,060+3,06005330.17%+533
TRACTOR SUPPLY COMPANY(TSCO)02,004+2,00405240.17%+524
TARGET CORPORATION(TGT)02,931+2,93105190.17%+519
NETFLIX INCORPORATED(NFLX)0846+84605140.17%+514
SALESFORCE INCORPORATED(CRM)01,664+1,66405010.16%+501
HARTFORD MULTIFACTOR US EQY ETF010,000+10,00004820.16%+482
HONEYWELL INTERNATIONAL INCORPORATED(HON)02,327+2,32704780.16%+478
ANALOG DEVICES INCORPORATED(ADI)02,414+2,41404770.16%+477
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