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Lonny Elfenbein

@West Michigan Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$331.329MTotal holdings191
Assets growth rate5.41%Assets growth rate (2-Q avg)3.79%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in West Michigan Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 191 positions.

Assets under management

The assets under management (AUM) of West Michigan Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 331.329M in assets, with a quarterly growth rate of 5.41% and a 2-quarter average growth rate of 3.79%. The portfolio is managed by Lonny Elfenbein, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GNTXGentex Corp
Recent Activity
Decreased -0.17%
16.54%
$54.794M
1.846M shares@ $29.7 avg price
AAPLApple Inc
Recent Activity
Decreased -3.87%
3.13%
$10.353M
44,432 shares@ $233.0 avg price
NVDANvidia Corp
Recent Activity
Decreased -5.52%
2.26%
$7.466M
61,474 shares@ $121.45 avg price
JEPQJ P Morgan Nasdaq Eqt Prm Inc Etf Iv
Recent Activity
Decreased -16.88%
2.17%
$7.178M
130,673 shares@ $54.93 avg price
CGGOCapital Group Global Grwt Eqy Etf
Recent Activity
Decreased -20.1%
2.04%
$6.749M
223,854 shares@ $30.16 avg price
HBANHuntington Bancshs
Recent Activity
Decreased -0.42%
1.62%
$5.353M
360,371 shares@ $14.86 avg price
MRKMerck & Co. Inc.
Recent Activity
Decreased -0.08%
1.5%
$4.96M
43,385 shares@ $114.34 avg price
MSIMotorola Solutions
Recent Activity
Decreased -10.06%
1.04%
$3.438M
7,630 shares@ $450.63 avg price
JPSTJpmorgan Ultra-short Income Etf
Recent Activity
Decreased -7.61%
1.01%
$3.324M
65,509 shares@ $50.75 avg price
NEENextera Energy Inc
Recent Activity
Decreased -2.83%
0.86%
$2.842M
33,624 shares@ $84.54 avg price