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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
QDPLPacer Fds Trust Metaurus Us Large Cap
Recent Activity
Increased 1.75%
0.86%
$2.821M
73,305 shares@ $38.48 avg price
JCIJohnson Controls Inter F
Recent Activity
Increased 2.73%
0.76%
$2.508M
32,160 shares@ $77.99 avg price
ADIAnalog Devices Inc
Recent Activity
Increased 335.71%
0.75%
$2.469M
10,727 shares@ $230.17 avg price
DVNDevon Energy Corp
Recent Activity
Increased 1.08%
0.74%
$2.426M
62,019 shares@ $39.13 avg price
HDHome Depot
Recent Activity
Increased 8.26%
0.74%
$2.422M
5,979 shares@ $405.17 avg price
LLYEli Lilly & Company
Recent Activity
Increased 1.79%
0.71%
$2.323M
2,622 shares@ $885.95 avg price
AGGIshares Core Us Aggregate Bond Etf
Recent Activity
Increased 2.6%
0.65%
$2.139M
21,119 shares@ $101.27 avg price
IWFIshares Russell 1000 Growth Etf
Recent Activity
Increased 4.9%
0.55%
$1.794M
4,778 shares@ $375.39 avg price
PGProcter & Gamble
Recent Activity
Increased 4.11%
0.55%
$1.789M
10,330 shares@ $173.21 avg price
METAMeta Platforms Inc Class A
Recent Activity
Increased 4.16%
0.53%
$1.736M
3,033 shares@ $572.51 avg price