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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
EPDEnterprise Products Partners L P
Recent Activity
Exited
0%
$794,421
27,413 shares@ $28.98 avg price
GSBDGoldman Sachs Bdc Incorporated Shs
Recent Activity
Exited
0%
$610,531
39,440 shares@ $15.48 avg price
TXNTexas Instruments
Recent Activity
Exited
0%
$604,988
3,110 shares@ $194.53 avg price
RODMHartford Mltfctr Dvlpd Mrkts Etf
Recent Activity
Exited
0%
$564,140
20,000 shares@ $28.21 avg price
ROUSHartford Multifactor Us Eqy Etf
Recent Activity
Exited
0%
$482,630
10,000 shares@ $48.27 avg price
TELTe Connectivity Ltd F
Recent Activity
Exited
0%
$357,271
2,375 shares@ $150.43 avg price
CRWDCrowdstrike Hldgs Inc Class A
Recent Activity
Exited
0%
$348,703
910 shares@ $383.2 avg price
IGIBIshares Trt Is 5-10 Inv Gr Cr Bd Etf
Recent Activity
Exited
0%
$276,394
5,392 shares@ $51.27 avg price
IBBIshares Biotechnology Etf
Recent Activity
Exited
0%
$274,520
2,000 shares@ $137.26 avg price
FERGFerguson Plc New Shs
Recent Activity
Exited
0%
$266,578
1,371 shares@ $194.45 avg price