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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
MCBCMacatawa Bk Corporation
Recent Activity
Exited
0%
$236,291
16,184 shares@ $14.61 avg price
KGCKinross Gold Corp F
Recent Activity
Exited
0%
$211,120
25,375 shares@ $8.32 avg price
VLOValero Energy Corp
Recent Activity
Exited
0%
$205,826
1,313 shares@ $156.77 avg price
HUBSHubspot Incorporated
Recent Activity
Exited
0%
$203,478
345 shares@ $589.8 avg price
KSCPKnightscope Incorporated Class A Com
Recent Activity
Exited
0%
$3,803
12,392 shares@ $0.31 avg price