0001909879-22-000002.txt : 20220513 0001909879-22-000002.hdr.sgml : 20220513 20220513164931 ACCESSION NUMBER: 0001909879-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WEST MICHIGAN ADVISORS, LLC CENTRAL INDEX KEY: 0001909879 IRS NUMBER: 854085557 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22214 FILM NUMBER: 22923583 BUSINESS ADDRESS: STREET 1: 320 NORTH 120TH AVENUE STREET 2: SUITE 240 CITY: HOLLAND STATE: MI ZIP: 49424 BUSINESS PHONE: (616) 820-1040 MAIL ADDRESS: STREET 1: 320 NORTH 120TH AVENUE STREET 2: SUITE 240 CITY: HOLLAND STATE: MI ZIP: 49424 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001909879 XXXXXXXX 03-31-2022 03-31-2022 WEST MICHIGAN ADVISORS, LLC
320 NORTH 120TH AVENUE SUITE 240 HOLLAND MI 49424
13F HOLDINGS REPORT 028-22214 N
STEPHANIE SMITH Chief Compliance Officer (616) 820-1040 STEPHANIE SMITH HOLLAND MI 05-13-2022 15 130 148089 false 1 Norris Perne and French 2 Crossmark Global Investments 3 Confluence Investment Management 4 Eagle Asset Management 5 Clearbridge Dynamic 6 Capital Wealth Planning 7 Dearborn Partners 8 Franklin Templeton 9 Shelton Capital 10 Atlanta Capital Management 11 Freedon 12 Congress Asset Mgmt 13 RJ Research Portfolios 14 Riverfront 15 West End Advisors
INFORMATION TABLE 2 q1202213fwestmichigan.xml GOLDMINING INCORPORATED Stock 38149E101 17 10000 SH SOLE 0 0 1000 TARGET CORPORATION Stock 87612E106 225 1059 SH DFND 4 0 271 788 RAYTHEON TECHNOLOGIES CORPORATION Stock 75513E101 390 3938 SH DFND 2,3,5,4,8,9 0 1940 1998 FIRST TRUST CAPITAL STRENGTH ETF ETF 33733E104 642 8209 SH SOLE 0 0 8209 INVESCO QQQ Stock 46090E103 659 1817 SH DFND 14 0 36 1781 PACER FDS TRUST METAURUS US LARGE CAP Stock 69374H436 2771 80153 SH SOLE 0 0 80153 ZOMEDICA CORPORATION Stock 98980M109 28 84000 SH SOLE 0 0 84000 YATRA ONLINE INCORPORATED ORD SHS Stock G98338109 40 20000 SH SOLE 0 0 20000 LIMELIGHT NETWORKS INCORPORATED Stock 53261M104 62 11857 SH SOLE 0 0 11857 ABERDEEN AUSTRALIA EQUITY FD I Closed End Funds 003011103 70 11179 SH SOLE 0 0 11179 ALLSPRING INCOME OPPORTUNIT INC OPPTY FD Closed End Funds 94987B105 95 12000 SH SOLE 0 0 12000 BLACKROCK MUNIYLD MICH QLTY FD Closed End Funds 09254V105 161 12585 SH SOLE 0 0 12585 EATON VANCE TAX-MANAGED GLOBAL Closed End Funds 27829C105 162 15865 SH SOLE 0 0 15865 THERMO FISHER SCIENTIFIC INCORPORATED Stock 883556102 208 352 SH DFND 10,5,4,8,1 0 303 49 AMGEN INCORPORATED Stock 031162100 208 862 SH SOLE 0 0 862 TESLA INCORPORATED Stock 88160R101 210 195 SH DFND 4 0 10 185 INTERNATIONAL BUSINESS MACHINES Stock 459200101 215 1651 SH SOLE 0 0 1651 MASTERCARD INCORPORATED CLASS A Stock 57636Q104 217 607 SH DFND 3,5,7,4,8 0 282 325 DUKE ENERGY CORPORATION NEW COM NEW Stock 26441C204 219 1963 SH DFND 6 0 160 1803 CHARLES RIV LABS INTERNATIONAL INCORPORATED Stock 159864107 221 777 SH DFND 5,1 0 777 0 ISHARES TR CORE S&P MCP ETF ETF 464287507 222 828 SH DFND 11 0 116 712 ISHARES TR IBOXX INV CP ETF ETF 464287242 222 1839 SH DFND 5,4 0 928 911 ECOLAB INCORPORATED Stock 278865100 227 1284 SH DFND 5,8,1 0 1193 91 PAYPAL HLDGS INCORPORATED Stock 70450Y103 231 1999 SH DFND 5,4,8 0 111 1888 SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIP ETF 78464A284 231 4196 SH DFND 11 0 385 3811 ARISTA NETWORKS INCORPORATED Stock 040413106 232 1669 SH DFND 1 0 1669 0 JPMORGAN EQUITY PREMIUM INCOME ETF ETF 46641Q332 236 3838 SH DFND 14 0 3805 33 CATERPILLAR INCORPORATED Stock 149123101 237 1064 SH DFND 12,14 0 23 1041 FORD MTR COMPANY DEL Stock 345370860 241 14233 SH DFND 4 0 93 14140 DOLLAR TREE INCORPORATED Stock 256746108 248 1549 SH DFND 1 0 1545 4 NIKE INCORPORATED CLASS B Stock 654106103 252 1873 SH DFND 2,3,5,1 0 1565 308 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW Stock 084670702 253 717 SH DFND 5 0 46 671 INTEL CORPORATION Stock 458140100 255 5137 SH DFND 2,5,8,9 0 901 4236 CONOCOPHILLIPS Stock 20825C104 257 2573 SH DFND 2,4,9 0 338 2235 APPLIED MATLS INCORPORATED Stock 038222105 265 2008 SH DFND 2,4,1 0 1905 103 FREEPORT-MCMORAN INCORPORATED CLASS B Stock 35671D857 271 5443 SH DFND 5,12 0 518 4925 ISHARES TR ISHS 1-5YR INVS ETF 464288646 272 5262 SH DFND 4 0 3991 1271 NXP SEMICONDUCTORS N V Stock N6596X109 276 1491 SH DFND 5,12 0 34 1457 ISHARES TR PFD AND INCM SEC ETF 464288687 282 7735 SH SOLE 0 0 7735 CVS HEALTH CORPORATION Stock 126650100 287 2836 SH DFND 2,4 0 210 2626 ISHARES TR ISHS 5-10YR INVT ETF 464288638 288 5252 SH DFND 4 0 4311 941 AUTOMATIC DATA PROCESSING INCORPORATED Stock 053015103 289 1271 SH DFND 5,7,4,8 0 617 654 ILLINOIS TOOL WKS INCORPORATED Stock 452308109 289 1379 SH DFND 3,7,1 0 1046 333 SPDR GOLD SHARES ETF 78463V107 289 1599 SH SOLE 0 0 1599 SALESFORCE COM INCORPORATED Stock 79466L302 299 1409 SH DFND 5,4 0 70 1339 DISNEY WALT COMPANY Stock 254687106 299 2181 SH DFND 5,4,8 0 158 2023 SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 300 8786 SH SOLE 0 0 8786 DIREXION DAILY TECHNOLOGY BULL 3X SHARES ETF 25459W102 307 5000 SH SOLE 0 0 5000 FIRST TR ENHANCED EQUITY INCOM Closed End Funds 337318109 307 15175 SH SOLE 0 0 15175 UNITED PARCEL SERVICE INCORPORATED CLASS B Stock 911312106 314 1464 SH DFND 6,5,7,4,8 0 671 793 ISHARES TR RUS MDCP VAL ETF ETF 464287473 320 2671 SH SOLE 0 0 2671 ALLSTATE CORPORATION Stock 020002101 324 2339 SH DFND 4 0 347 1992 DARDEN RESTAURANTS INCORPORATED Stock 237194105 324 2436 SH DFND 12,13 0 71 2365 PROSHARES ULTRA S&P500 ETF 74347R107 328 5000 SH SOLE 0 0 5000 PNC FINL SVCS GROUP INCORPORATED Stock 693475105 334 1812 SH DFND 5,4,8 0 414 1398 ISHARES TR RUS 2000 GRW ETF ETF 464287648 335 1309 SH SOLE 0 0 1309 ISHARES TR RUS 2000 VAL ETF ETF 464287630 338 2093 SH SOLE 0 0 2093 ISHARES TR RUS MD CP GR ETF ETF 464287481 339 3375 SH SOLE 0 0 3375 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 373 4685 SH DFND 5 0 243 4442 VISA INCORPORATED COM CLASS A Stock 92826C839 375 1692 SH DFND 10,6,5,12,4,8 0 350 1342 COMPASS DIVERSIFIED SH BEN INT Stock 20451Q104 378 15895 SH SOLE 0 0 15895 COCA COLA COMPANY Stock 191216100 379 6111 SH DFND 2,6,5,4,8,9 0 2025 4086 COHEN & STEERS REIT & PREFERRED & IN Closed End Funds 19247X100 394 14654 SH SOLE 0 0 14654 S&P GLOBAL INCORPORATED Stock 78409V104 395 962 SH DFND 5,12,7 0 153 809 BK OF AMERICA CORPORATION Stock 060505104 408 9906 SH DFND 2,5,12,4,8,9 0 1249 8657 PEPSICO INCORPORATED Stock 713448108 421 2518 SH DFND 3,5,4,8 0 635 1883 VANGUARD MORTGAGE-BACKED SECURITIES ETF ETF 92206C771 425 8481 SH DFND 4 0 6664 1817 BRISTOL-MYERS SQUIBB COMPANY Stock 110122108 426 5827 SH DFND 4,1 0 2783 3045 PFIZER INCORPORATED Stock 717081103 426 8225 SH DFND 5,4,8 0 419 7806 STRYKER CORPORATION Stock 863667101 439 1644 SH DFND 3,12,7 0 339 1305 COSTCO WHOLESALE CORPORATION NEW Stock 22160K105 453 787 SH DFND 12,7,4,1 0 597 190 ALPHABET INCORPORATED CAP STK CLASS A Stock 02079K305 528 190 SH DFND 5,12,4,8,1 0 80 110 SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIP ETF 78468R739 535 11300 SH DFND 11 0 1001 10299 NEXTERA ENERGY INCORPORATED Stock 65339F101 537 6335 SH DFND 2,5,7,4,8 0 1970 4365 ABBOTT LABS Stock 002824100 549 4637 SH DFND 2,12,7,4,1 0 1911 2726 MARATHON OIL CORPORATION Stock 565849106 553 22017 SH DFND 4 0 66 21951 FLEXSHARES QUALITY DIVIDEND INDEX FUND ETF 33939L860 554 9338 SH SOLE 0 0 9338 META PLATFORMS INCORPORATED CLASS A Stock 30303M102 595 2674 SH DFND 5,4,14 0 121 2553 MCDONALDS CORPORATION Stock 580135101 604 2444 SH DFND 6,3,7,4,1 0 2444 1278 UNITEDHEALTH GROUP INCORPORATED Stock 91324P102 611 1198 SH DFND 5,12,4,8,14 0 488 710 MILLERKNOLL INCORPORATED Stock 600544100 648 18757 SH SOLE 0 0 18757 BROADCOM INCORPORATED Stock 11135F101 664 1055 SH DFND 5,4,8,13 0 345 710 ALPHABET INCORPORATED CAP STK CLASS C Stock 02079K107 704 252 SH DFND 10,4 0 9 243 QUALCOMM INCORPORATED Stock 747525103 706 4619 SH DFND 2,7,4 0 433 4186 PROCTER AND GAMBLE COMPANY Stock 742718109 713 4669 SH DFND 6,3,5,12,4,8 0 1011 3658 LILLY ELI & COMPANY Stock 532457108 721 2516 SH DFND 12,4 0 13 2503 AIR PRODUCTS & CHEMICALS INCORPORATED Stock 009158106 729 2918 SH DFND 3,5,7,8,13 0 339 2579 CHEVRON CORPORATION NEW Stock 166764100 739 4536 SH DFND 2,6,3,4, 0 1188 3348 CME GROUP INCORPORATED Stock 12572Q105 774 3253 SH DFND 5,4,8,13 0 95 3158 BEST BUY INCORPORATED Stock 086516101 804 8847 SH DFND 13 0 69 8778 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 817 17013 SH SOLE 0 0 17013 ABBVIE INCORPORATED Stock 00287Y109 818 5046 SH DFND 5,7,4 0 962 4084 GENTEX CORPORATION Stock 371901109 853 29233 SH SOLE 0 0 29233 ISHARES TR CORE MSCI EAFE ETF 46432F842 872 12552 SH DFND 11,14 0 5204 7348 COMCAST CORPORATION NEW CLASS A Stock 20030N101 911 19454 SH DFND 2,5,4,8,9,13 0 3806 15648 MEDTRONIC PLC SHS Stock G5960L103 934 8415 SH DFND 2,3,5,4,8,13 0 1389 7026 WALMART INCORPORATED Stock 931142103 956 6418 SH DFND 5,4,8,13 0 182 6236 ISHARES TR MSCI USA MIN VOL ETF 46429B697 975 12575 SH DFND 11 0 5652 6923 RAYMOND JAMES FINL INCORPORATED Stock 754730109 1019 9267 SH SOLE 0 0 9267 MOTOROLA SOLUTIONS INCORPORATED COM NEW Stock 620076307 1026 4235 SH DFND 1,13 0 684 3551 EATON CORPORATION PLC SHS Stock G29183103 1040 6855 SH DFND 5,12,4,8,13 0 582 6273 MERCK & COMPANY INCORPORATED Stock 58933Y105 1118 13630 SH DFND 2,6,5,7,4,8,13,9 0 2247 11383 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 1175 22784 SH DFND 4,11 0 1729 21055 JOHNSON & JOHNSON Stock 478160104 1209 6820 SH DFND 5,8,13 0 283 6537 CISCO SYSTEMS INCORPORATED Stock 17275R102 1287 23080 SH DFND 2,5,6,4,8,13,9 0 3213 19867 HOME DEPOT INCORPORATED Stock 437076102 1304 4356 SH DFND 6,3,5,7,4,8,1,13 0 4356 3086 VERIZON COMMUNICATIONS INCORPORATED Stock 92343V104 1454 28535 SH DFND 2,6,5,7,4,8,13 0 1603 26932 CHUBB LIMITED Stock H1467J104 1455 6803 SH DFND 3,13 0 221 6582 JPMORGAN CHASE & COMPANY Stock 46625H100 1527 11205 SH DFND 6,5,4,8,13 0 798 10407 ISHARES TR CORE US AGGBD ET ETF 464287226 1568 14640 SH DFND 11 0 5230 9410 MARATHON PETE CORPORATION Stock 56585A102 1568 18345 SH DFND 6,13 0 368 17977 ISHARES TR RUS 1000 VAL ETF ETF 464287598 1637 9860 SH DFND 11 0 18 9842 DEVON ENERGY CORPORATION NEW Stock 25179M103 1711 28932 SH DFND 13 0 198 28734 UNION PAC CORPORATION Stock 907818108 1789 6549 SH DFND 5,7,4,8,13 0 1603 5979 AMAZON COM INCORPORATED Stock 023135106 2057 631 SH DFND 5,4,8,1 0 67 564 ISHARES TR RUS 1000 GRW ETF ETF 464287614 2109 7595 SH DFND 11 0 10 7585 NVIDIA CORPORATION Stock 67066G104 2582 9462 SH DFND 5,4 0 121 9341 FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND ETF 33939L407 2906 62053 SH SOLE 0 0 62053 PACER TRENDPILOT US BOND ETF ETF 69374H642 3636 149562 SH SOLE 0 0 149562 HUNTINGTON BANCSHARES INCORPORATED Stock 446150104 3766 257613 SH SOLE 0 0 257613 MICROSOFT CORPORATION Stock 594918104 3848 12480 SH DFND 6,3,5,12,4,8,1,13,14 0 2158 10322 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW ETF 922908363 3876 9336 SH DFND 11 0 2877 6459 ISHARES TR CORE S&P SCP ETF ETF 464287804 4312 39969 SH DFND 11 0 337 39632 VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 6017 53602 SH DFND 11 0 1132 52470 APPLE INCORPORATED Stock 037833100 6151 35226 SH DFND 2,6,5,12,7,4,8,1,13,14,9 0 2944 32282 FS KKR CAP CORPORATION Closed End Funds 302635206 6358 278630 SH SOLE 0 0 278630 INVESCO NASDAQ 100 ETF ETF 46138G649 8037 53952 SH SOLE 0 0 53952 FIRST TRUST LOW DURATION OPPORTUNITIES ETF ETF 33739Q200 8528 417 SH SOLE 0 0 417 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 9659 42427 SH SOLE 0 0 42427 AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF ETF 032108409 10224 273014 SH SOLE 0 0 273014