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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
DIVOAmplify Cwp Enhanced Div Inm Etf
Recent Activity
Increased 0.8%
4.1%
$13.562M
329,266 shares@ $41.19 avg price
MSFTMicrosoft
Recent Activity
Increased 28.15%
3.35%
$11.094M
25,783 shares@ $430.3 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Increased 0.75%
1.61%
$5.328M
10,066 shares@ $529.33 avg price
JPMJpmorgan Chase
Recent Activity
Increased 1.25%
1.5%
$4.96M
23,523 shares@ $210.86 avg price
FTGSFirst Trust Growth Strength Etf Iv
Recent Activity
Increased 0.65%
1.49%
$4.913M
157,374 shares@ $31.22 avg price
VZVerizon
Recent Activity
Increased 1.21%
1.44%
$4.74M
105,553 shares@ $44.92 avg price
BBYBest Buy Co Inc
Recent Activity
Increased 3.6%
1.39%
$4.574M
43,876 shares@ $104.24 avg price
SPHQInvesco S&p 500 Quality Etf
Recent Activity
Increased 3.01%
1.33%
$4.402M
65,445 shares@ $67.27 avg price
AVGOBroadcom Inc
Recent Activity
Increased 932.2%
1.31%
$4.33M
25,103 shares@ $172.5 avg price
JIREJ P Morgan Exchange-traded International Resh Enhanced
Recent Activity
Increased 2.04%
1.23%
$4.066M
61,579 shares@ $66.03 avg price