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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
UNPUnion Pacific Corp
| 0.66% | $2.16M 8,764 shares@ $246.5 avg price | Decreased -23.25% |
ABBVAbbvie Inc
| 0.54% | $1.786M 9,044 shares@ $197.48 avg price | Decreased -9.81% |
APDAir Prod & Chemicals
| 0.51% | $1.683M 5,651 shares@ $297.77 avg price | Decreased -32.22% |
FIXDFirst Trust Tcw Opportunistic Fi Etf
| 0.48% | $1.589M 35,130 shares@ $45.24 avg price | Decreased -2.26% |
CMECme Group Inc Class A
| 0.48% | $1.575M 7,136 shares@ $220.67 avg price | Decreased -30.12% |
IWDIshares Russell 1000 Value Etf
| 0.4% | $1.297M 6,833 shares@ $189.8 avg price | Decreased -0.07% |
RJFRaymond James Finl
| 0.32% | $1.056M 8,620 shares@ $122.46 avg price | Decreased -1.2% |
GSGoldman Sachs Group
| 0.3% | $983,784 1,987 shares@ $495.12 avg price | Decreased -4.37% |
MCDMcdonalds
| 0.3% | $975,548 3,204 shares@ $304.48 avg price | Decreased -9.2% |
FSCOFs Credit Opportunit
| 0.29% | $937,622 147,657 shares@ $6.36 avg price | Decreased -7.39% |