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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
ORCLOracle Corporation
Recent Activity
Decreased -16.98%
0.27%
$883,013
5,182 shares@ $170.41 avg price
GOOGAlphabet Inc. Class C
Recent Activity
Decreased -10.4%
0.24%
$781,948
4,677 shares@ $167.2 avg price
PNCPnc Finl Services
Recent Activity
Decreased -0.07%
0.24%
$780,252
4,221 shares@ $184.86 avg price
QCOMQualcomm Incorporated
Recent Activity
Decreased -7.18%
0.24%
$779,343
4,583 shares@ $170.06 avg price
USMVIshares Msci Usa Min Vol Fctr Etf
Recent Activity
Decreased -11.09%
0.24%
$766,639
8,396 shares@ $91.32 avg price
MDTMedtronic Plc F
Recent Activity
Decreased -1.3%
0.23%
$761,244
8,392 shares@ $90.72 avg price
BILSpdr Bloomberg 1 3 Mnth T Bll Etf
Recent Activity
Decreased -92.32%
0.21%
$671,665
7,316 shares@ $91.81 avg price
QQQMInvesco Nasdaq 100 Etf
Recent Activity
Decreased -10.39%
0.2%
$656,177
3,267 shares@ $200.86 avg price
GEGeneral Electric Company Com New
Recent Activity
Decreased -15.04%
0.2%
$636,374
3,370 shares@ $188.84 avg price
TSLATesla Motors
Recent Activity
Decreased -54.4%
0.19%
$624,511
2,387 shares@ $261.64 avg price