Fund HoldingsWEST MICHIGAN ADVISORS, LLC

Total Portfolio Value
$263.90M
Total Bought
$263.90M
Total Sold
$187.08M
Net Transaction
+$76.82M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
GENTEX CORPORATION(GNTX)01,732,679+1,732,679056,58921.44%+56,589
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF0319,052+319,052011,6614.42%+11,661
APPLE INCORPORATED(AAPL)044,907+44,90708,6463.28%+8,646
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
NASDAQ EQT PREM
0153,068+153,06807,6432.90%+7,643
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT
SHS CREAT UNIT
0294,101+294,10107,5672.87%+7,567
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
US EQTY PWR BF
0224,719+224,71907,4992.84%+7,499
MICROSOFT CORPORATION(MSFT)018,741+18,74107,0472.67%+7,047
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
0138,515+138,51506,9582.64%+6,958
TOMMYS EXPRESS HOLDINGS INC0444,555+444,55506,7932.57%+6,793
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
SMITH OPPORT FXD
0112,474+112,47405,0171.90%+5,017
FIRST TRUST CAPITAL STRENGTH ETF060,410+60,41004,8351.83%+4,835
HUNTINGTON BANCSHARES INCORPORATED(HBAN)0360,331+360,33104,5831.74%+4,583
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW09,264+9,26404,0471.53%+4,047
JPMORGAN CHASE & COMPANY(JPM)023,240+23,24003,9531.50%+3,953
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
MORNSTAR UPSTR
091,574+91,57403,7501.42%+3,750
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
SHS
082,963+82,96303,3651.28%+3,365
HOME DEPOT INCORPORATED(HD)09,368+9,36803,2461.23%+3,246
MERCK & COMPANY INCORPORATED(MRK)029,051+29,05103,1671.20%+3,167
BROADCOM INCORPORATED(AVGO)02,784+2,78403,1081.18%+3,108
EATON CORPORATION PLC SHS(ETN)012,491+12,49103,0081.14%+3,008
NVIDIA CORPORATION(NVDA)05,852+5,85202,8981.10%+2,898
UNION PAC CORPORATION(UNP)011,394+11,39402,7991.06%+2,799
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
048,339+48,33902,6581.01%+2,658
MOTOROLA SOLUTIONS INCORPORATED COM NEW(MSI)08,424+8,42402,6371.00%+2,637
MARATHON PETE CORPORATION(MPC)017,448+17,44802,5890.98%+2,589
AMAZON COM INCORPORATED(AMZN)016,289+16,28902,4750.94%+2,475
JOHNSON & JOHNSON(JNJ)015,627+15,62702,4500.93%+2,450
PACER FDS TRUST METAURUS US LARGE CAP
METAURUS CAP 400
072,205+72,20502,3860.90%+2,386
MEDTRONIC PLC SHS(MDT)028,967+28,96702,3860.90%+2,386
CISCO SYSTEMS INCORPORATED(CSCO)045,874+45,87402,3180.88%+2,318
VERIZON COMMUNICATIONS INCORPORATED(VZ)060,954+60,95402,2980.87%+2,298
DEVON ENERGY CORPORATION NEW(DVN)050,161+50,16102,2720.86%+2,272
WALMART INCORPORATED(WMT)014,193+14,19302,2380.85%+2,238
CHUBB LIMITED
COM
09,547+9,54702,1580.82%+2,158
ISHARES TR CORE US AGGBD ET020,088+20,08801,9940.76%+1,994
COMCAST CORPORATION NEW CLASS A(CCZ)042,307+42,30701,8550.70%+1,855
CME GROUP INCORPORATED(CME)08,778+8,77801,8490.70%+1,849
AIR PRODUCTS & CHEMICALS INCORPORATED06,381+6,38101,7470.66%+1,747
DARDEN RESTAURANTS INCORPORATED(DRI)010,224+10,22401,6800.64%+1,680
BEST BUY INCORPORATED(BBY)020,328+20,32801,5910.60%+1,591
JOHNSON CONTROLS INTERNATIONAL PLC SHS
SHS
026,753+26,75301,5420.58%+1,542
ELI LILLY & COMPANY(LLY)02,600+2,60001,5160.57%+1,516
ABBVIE INCORPORATED(ABBV)09,530+9,53001,4770.56%+1,477
ISHARES TR RUS 1000 GRW ETF04,767+4,76701,4450.55%+1,445
PROCTER AND GAMBLE COMPANY(PG)09,587+9,58701,4050.53%+1,405
CHEVRON CORPORATION NEW(CVX)08,692+8,69201,2960.49%+1,296
MCDONALDS CORPORATION(MCD)04,240+4,24001,2570.48%+1,257
UNITEDHEALTH GROUP INCORPORATED(UNH)02,327+2,32701,2250.46%+1,225
ISHARES TR RUS 1000 VAL ETF07,280+7,28001,2030.46%+1,203
TESLA INCORPORATED(TSLA)04,622+4,62201,1480.44%+1,148
RAYMOND JAMES FINL INCORPORATED(RJF)08,975+8,97501,0010.38%+1,001
ABBOTT LABS08,926+8,92609830.37%+983
META PLATFORMS INCORPORATED CLASS A(META)02,724+2,72409640.37%+964
GOLDMAN SACHS GROUP INCORPORATED(GS)02,275+2,27508780.33%+878
STRYKER CORPORATION(SYK)02,868+2,86808590.33%+859
VISA INCORPORATED COM CLASS A(V)03,144+3,14408190.31%+819
ISHARES TR 1 3 YR TREAS BD09,927+9,92708140.31%+814
PEPSICO INCORPORATED(PEP)04,730+4,73008030.30%+803
ISHARES TR MSCI USA MIN VOL
MSCI USA MIN ETF
09,458+9,45807380.28%+738
ALPHABET INCORPORATED CAP STK CLASS A(GOOG)05,163+5,16307210.27%+721
ALPHABET INCORPORATED CAP STK CLASS C(GOOG)05,085+5,08507170.27%+717
PNC FINL SVCS GROUP INCORPORATED(PNC)04,371+4,37106770.26%+677
VANGUARD TAX-EXEMPT BOND ETF013,050+13,05006660.25%+666
ISHARES TR CORE MSCI EAFE
CORE MSCI EAFE
09,464+9,46406660.25%+666
QUALCOMM INCORPORATED(QCOM)04,531+4,53106550.25%+655
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
03,877+3,87706530.25%+653
AMGEN INCORPORATED(AMGN)02,257+2,25706500.25%+650
VANGUARD FTSE DEVELOPED MARKETS ETF013,091+13,09106270.24%+627
NEXTERA ENERGY INCORPORATED(NEE)010,309+10,30906260.24%+626
BLACKROCK INCORPORATED(BLK)0743+74306030.23%+603
FIRST TR EXCHANGE-TRADED FD GROWTH STRENGTH ETF021,274+21,27405790.22%+579
PACER US SMALL CAP CASH COWS 100 ETF
US SM CAP CA ETF
011,953+11,95305740.22%+574
MONDELEZ INTERNATIONAL INCORPORATED CLASS A(MDLZ)07,877+7,87705710.22%+571
HONEYWELL INTERNATIONAL INCORPORATED(HON)02,601+2,60105450.21%+545
PACER US CASH COWS 100 ETF
US CASH COWS 100
010,393+10,39305400.20%+540
TE CONNECTIVITY LIMITED SHS(TEL)03,815+3,81505360.20%+536
ISHARES TR CORE S&P500 ETF01,110+1,11005300.20%+530
TEXAS INSTRS INCORPORATED(TXN)03,077+3,07705250.20%+525
GENERAL ELECTRIC COMPANY COM NEW(GE)03,932+3,93205020.19%+502
FLEXSHARES QUALITY DIVIDEND INDEX FUND
QUALT DIVD IDX
08,113+8,11304990.19%+499
ANALOG DEVICES INCORPORATED(ADI)02,445+2,44504850.18%+485
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
01,366+1,36604790.18%+479
COSTCO WHOLESALE CORPORATION NEW(COST)0722+72204760.18%+476
S&P GLOBAL INCORPORATED(SPGI)01,060+1,06004670.18%+467
CATERPILLAR INCORPORATED(CAT)01,519+1,51904490.17%+449
INTERNATIONAL BUSINESS MACHINES(IBM)02,608+2,60804270.16%+427
TARGET CORPORATION(TGT)02,942+2,94204190.16%+419
NXP SEMICONDUCTORS N V
COM
01,809+1,80904160.16%+416
COCA COLA COMPANY(KO)06,851+6,85104040.15%+404
FEDEX CORPORATION(FDX)01,572+1,57203980.15%+398
NETFLIX INCORPORATED(NFLX)0782+78203810.14%+381
ISHARES TR ISHS 1-5YR INVS07,305+7,30503750.14%+375
WEC ENERGY GROUP INCORPORATED(WEC)04,448+4,44803740.14%+374
NORTHROP GRUMMAN CORPORATION(NOC)0785+78503670.14%+367
SALESFORCE INCORPORATED(CRM)01,385+1,38503640.14%+364
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW0991+99103530.13%+353
ASTRAZENECA PLC SPONSORED ADR(AZN)05,230+5,23003520.13%+352
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
03,845+3,84503510.13%+351
ISHARES TR CORE S&P SCP ETF03,198+3,19803460.13%+346
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
FST LOW OPPT EFT
07,113+7,11303440.13%+344
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