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