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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
ETNEaton Corp Plc F
Recent Activity
Increased 0.55%
1.23%
$4.05M
12,219 shares@ $331.43 avg price
JMEEJp Morgan Etf Trust Mkt Expansion Enhanced
Recent Activity
Increased 2.08%
1.16%
$3.811M
62,509 shares@ $60.97 avg price
WMTWal-mart
Recent Activity
Increased 2.41%
1.15%
$3.785M
46,870 shares@ $80.75 avg price
CRMSalesforce
Recent Activity
Increased 732.13%
1.12%
$3.702M
13,522 shares@ $273.75 avg price
JCPBJpmorgan Core Plus Bond Etf
Recent Activity
Increased 4.32%
1.08%
$3.578M
74,169 shares@ $48.25 avg price
JEPIJpmorgan Equity Premium Income Etf
Recent Activity
Increased 1.24%
1.06%
$3.484M
58,541 shares@ $59.51 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 0.45%
1.03%
$3.381M
18,147 shares@ $186.34 avg price
SYKStryker Corporation
Recent Activity
Increased 2.19%
0.94%
$3.104M
8,573 shares@ $362.06 avg price
MPCMarathon Pete Corp
Recent Activity
Increased 2.99%
0.91%
$2.989M
18,347 shares@ $162.92 avg price
CBChubb Ltd F
Recent Activity
Increased 1.47%
0.88%
$2.911M
10,062 shares@ $289.3 avg price