Compliance Consultant

0001765380-23-000245.txt : 20231113 0001765380-23-000245.hdr.sgml : 20231113 20231113170926 ACCESSION NUMBER: 0001765380-23-000245 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 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: 231399971 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 X0202 13F-HR LIVE false false false 0001909879 XXXXXXXX 09-30-2023 09-30-2023 WEST MICHIGAN ADVISORS, LLC

320 NORTH 120TH AVENUE SUITE 240 HOLLAND MI 49424

13F HOLDINGS REPORT 028-22214 N Kevin Kim Compliance Consultant 513-977-8615 Kevin Kim Cincinnati OH 11-13-2023 0 151 187076986 false INFORMATION TABLE 2 wma3q13f2023.xml WMA 13F Q3 2023 ABBOTT LABS Equity 002824100 875756 9042 SH SOLE 0 0 9042 ABBVIE INCORPORATED Equity 00287Y109 1398697 9383 SH SOLE 0 0 9383 ACCENTURE PLC IRELAND SHS CLASS A Equity G1151C101 385116 1254 SH SOLE 0 0 1254 ADOBE INCORPORATED Equity 00724F101 285715 563 SH SOLE 0 0 563 AIR PRODUCTS & CHEMICALS INCORPORATED Equity 009158106 1407095 4965 SH SOLE 0 0 4965 ALLSTATE CORPORATION Equity 020002101 252251 2264 SH SOLE 0 0 2264 ALPHABET INCORPORATED CAP STK CLASS A Equity 02079K305 605358 4626 SH SOLE 0 0 4626 ALPHABET INCORPORATED CAP STK CLASS C Equity 02079K107 655690 4973 SH SOLE 0 0 4973 AMAZON COM INCORPORATED Equity 023135106 2086039 16410 SH SOLE 0 0 16410 AMGEN INCORPORATED Equity 031162100 549883 2046 SH SOLE 0 0 2046 AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF Equity 032108409 13417309 386332 SH SOLE 0 0 386332 ANALOG DEVICES INCORPORATED Equity 032654105 459611 2625 SH SOLE 0 0 2625 APPLE INCORPORATED Equity 037833100 7358779 42981 SH SOLE 0 0 42981 APPLIED MATLS INCORPORATED Equity 038222105 258046 1864 SH SOLE 0 0 1864 ARCHER DANIELS MIDLAND COMPANY Equity 039483102 203257 2695 SH SOLE 0 0 2695 ASTRAZENECA PLC SPONSORED ADR Equity 046353108 527539 7790 SH SOLE 0 0 7790 AT&T INCORPORATED Equity 00206R102 272192 18122 SH SOLE 0 0 18122 AUTOMATIC DATA PROCESSING INCORPORATED Equity 053015103 415963 1729 SH SOLE 0 0 1729 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW Equity 084670702 336638 961 SH SOLE 0 0 961 BEST BUY INCORPORATED Equity 086516101 978720 14088 SH SOLE 0 0 14088 BLACKROCK INCORPORATED Equity 09247X101 534001 826 SH SOLE 0 0 826 BLACKSTONE INCORPORATED Equity 09260D107 56998 532 SH SOLE 0 0 532 BLOCK INCORPORATED CLASS A Equity 852234103 11021 249 SH SOLE 0 0 249 BLOOM ENERGY CORPORATION COM CLASS A Equity 093712107 14586 1100 SH SOLE 0 0 1100 BLUEPRINT MEDICINES CORPORATION Equity 09627Y109 1858 37 SH SOLE 0 0 37 BNP PARIBAS SPONSORED ADR Equity 05565A202 2207 69 SH SOLE 0 0 69 BROADCOM INCORPORATED Equity 11135F101 2099653 2528 SH SOLE 0 0 2528 CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT Equity 14020X104 6608226 288317 SH SOLE 0 0 288317 CATERPILLAR INCORPORATED Equity 149123101 232050 850 SH SOLE 0 0 850 CHARLES RIV LABS INTERNATIONAL INCORPORATED Equity 159864107 214990 1097 SH SOLE 0 0 1097 CHEVRON CORPORATION NEW Equity 166764100 1519271 9010 SH SOLE 0 0 9010 CHUBB LIMITED Equity H1467J104 1575886 7570 SH SOLE 0 0 7570 CISCO SYSTEMS INCORPORATED Equity 17275R102 2008292 37357 SH SOLE 0 0 37357 CME GROUP INCORPORATED Equity 12572Q105 1267049 6328 SH SOLE 0 0 6328 COCA COLA COMPANY Equity 191216100 806504 14407 SH SOLE 0 0 14407 COMCAST CORPORATION NEW CLASS A Equity 20030N101 1527395 3447 SH SOLE 0 0 3447 CONOCOPHILLIPS Equity 20825C104 232053 1937 SH SOLE 0 0 1937 COSTCO WHOLESALE CORPORATION NEW Equity 22160K105 393587 697 SH SOLE 0 0 697 CVS HEALTH CORPORATION Equity 126650100 200280 2869 SH SOLE 0 0 2869 DARDEN RESTAURANTS INCORPORATED Equity 237194105 941919 6577 SH SOLE 0 0 6577 DEERE & COMPANY Equity 244199105 222277 589 SH SOLE 0 0 589 DELTA AIR LINES INCORPORATED DEL COM NEW Equity 247361702 115477 3121 SH SOLE 0 0 3121 DEVON ENERGY CORPORATION NEW Equity 25179M103 1877530 39361 SH SOLE 0 0 39361 DIREXION DAILY TECHNOLOGY BULL 3X SHARES Equity 25459W102 215450 5000 SH SOLE 0 0 5000 DUKE ENERGY CORPORATION NEW COM NEW Equity 26441C204 255336 2893 SH SOLE 0 0 2893 EASTMAN CHEMICAL COMPANY Equity 277432100 265035 3435 SH SOLE 0 0 3435 EATON CORPORATION PLC SHS Equity G29183103 2562465 12015 SH SOLE 0 0 12015 ECOLAB INCORPORATED Equity 278865100 250182 1477 SH SOLE 0 0 1477 ELI LILLY & COMPANY Equity 532457108 1385795 2580 SH SOLE 0 0 2580 EXXON MOBIL CORPORATION Equity 30231G102 372694 3170 SH SOLE 0 0 3170 FEDEX CORPORATION Equity 31428X106 402678 1520 SH SOLE 0 0 1520 FIRST TRUST CAPITAL STRENGTH ETF Equity 33733E104 5614303 76250 SH SOLE 0 0 76250 FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF Equity 33738R605 210912 4761 SH SOLE 0 0 4761 FIRST TRUST LOW DURATION OPPORTUNITIES ETF Equity 33739Q200 272392 5766 SH SOLE 0 0 5766 FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF Equity 33740F805 3798450 90321 SH SOLE 0 0 90321 FIRST TRUST VALUE LINE DIVIDEND INDEX FUND Equity 33734H106 3051884 81623 SH SOLE 0 0 81623 FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND Equity 33939L407 3595925 88920 SH SOLE 0 0 88920 FLEXSHARES QUALITY DIVIDEND INDEX FUND Equity 33939L860 452251 8108 SH SOLE 0 0 8108 FORD MTR COMPANY DEL Equity 345370860 227505 18318 SH SOLE 0 0 18318 FREEPORT-MCMORAN INCORPORATED CLASS B Equity 35671D857 247270 6631 SH SOLE 0 0 6631 GENERAL ELECTRIC COMPANY COM NEW Equity 369604301 437528 3958 SH SOLE 0 0 3958 GENTEX CORPORATION Equity 371901109 1080984 33220 SH SOLE 0 0 33220 GENUINE PARTS COMPANY Equity 372460105 303054 2099 SH SOLE 0 0 2099 GOLDMAN SACHS GROUP INCORPORATED Equity 38141G104 424200 1311 SH SOLE 0 0 1311 HOME DEPOT INCORPORATED Equity 437076102 2343149 7755 SH SOLE 0 0 7755 HONEYWELL INTERNATIONAL INCORPORATED Equity 438516106 517641 2802 SH SOLE 0 0 2802 HUNTINGTON BANCSHARES INCORPORATED Equity 446150104 4002678 384873 SH SOLE 0 0 384873 ILLINOIS TOOL WKS INCORPORATED Equity 452308109 214260 930 SH SOLE 0 0 930 INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST Equity 45782C680 7051269 227094 SH SOLE 0 0 227094 INTERNATIONAL BUSINESS MACHINES Equity 459200101 278776 1987 SH SOLE 0 0 1987 INVESCO NASDAQ 100 ETF Equity 46138G649 579321 3930 SH SOLE 0 0 3930 INVESCO QQQ Equity 46090E103 297465 830 SH SOLE 0 0 830 ISHARES TR 1 3 YR TREAS BD Equity 464287457 922572 11394 SH SOLE 0 0 11394 ISHARES TR CORE MSCI EAFE Equity 46432F842 707593 10996 SH SOLE 0 0 10996 ISHARES TR CORE S&P SCP ETF Equity 464287804 319496 3387 SH SOLE 0 0 3387 ISHARES TR CORE S&P500 ETF Equity 464287200 524334 1221 SH SOLE 0 0 1221 ISHARES TR CORE US AGGBD ET Equity 464287226 1914184 20355 SH SOLE 0 0 20355 ISHARES TR ISHS 1-5YR INVS Equity 464288646 419818 8425 SH SOLE 0 0 8425 ISHARES TR ISHS 5-10YR INVT Equity 464288638 238774 4908 SH SOLE 0 0 4908 ISHARES TR MSCI USA MIN VOL Equity 46429B697 702231 9702 SH SOLE 0 0 9702 ISHARES TR PFD AND INCM SEC Equity 464288687 277390 9200 SH SOLE 0 0 9200 ISHARES TR RUS 1000 GRW ETF Equity 464287614 1378094 5181 SH SOLE 0 0 5181 ISHARES TR RUS 1000 VAL ETF Equity 464287598 1133640 7467 SH SOLE 0 0 7467 ISHARES TR RUS 2000 GRW ETF Equity 464287648 237599 1060 SH SOLE 0 0 1060 ISHARES TR RUS 2000 VAL ETF Equity 464287630 236399 1744 SH SOLE 0 0 1744 ISHARES TR RUS MD CP GR ETF Equity 464287481 215221 2356 SH SOLE 0 0 2356 ISHARES TR SHRT NAT MUN ETF Equity 464288158 239252 2326 SH SOLE 0 0 2326 JOHNSON & JOHNSON Equity 478160104 1935127 12425 SH SOLE 0 0 12425 JOHNSON CONTROLS INTERNATIONAL PLC SHS Equity G51502105 848754 15951 SH SOLE 0 0 15951 JPMORGAN CHASE & COMPANY Equity 46625H100 3065111 21136 SH SOLE 0 0 21136 JPMORGAN EQUITY PREMIUM INCOME ETF Equity 46641Q332 4046119 75544 SH SOLE 0 0 75544 JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF Equity 46654Q203 7103822 151371 SH SOLE 0 0 151371 JPMORGAN ULTRA-SHORT INCOME ETF Equity 46641Q837 5708459 113760 SH SOLE 0 0 113760 JUNIPER NETWORKS INCORPORATED Equity 48203R104 20176 726 SH SOLE 0 0 726 MARATHON OIL CORPORATION Equity 565849106 436632 16323 SH SOLE 0 0 16323 MARATHON PETE CORPORATION Equity 56585A102 2579738 17046 SH SOLE 0 0 17046 MASTERCARD INCORPORATED CLASS A Equity 57636Q104 243089 614 SH SOLE 0 0 614 MCDONALDS CORPORATION Equity 580135101 1150442 4367 SH SOLE 0 0 4367 MEDTRONIC PLC SHS Equity G5960L103 1789081 22832 SH SOLE 0 0 22832 MERCK & COMPANY INCORPORATED Equity 58933Y105 2654683 25786 SH SOLE 0 0 25786 META PLATFORMS INCORPORATED CLASS A Equity 30303M102 803662 2677 SH SOLE 0 0 2677 MICROSOFT CORPORATION Equity 594918104 5794371 18351 SH SOLE 0 0 18351 MONDELEZ INTERNATIONAL INCORPORATED CLASS A Equity 609207105 487119 7019 SH SOLE 0 0 7019 MOTOROLA SOLUTIONS INCORPORATED COM NEW Equity 620076307 1985872 7295 SH SOLE 0 0 7295 NETFLIX INCORPORATED Equity 64110L106 295283 782 SH SOLE 0 0 782 NEXTERA ENERGY INCORPORATED Equity 65339F101 623831 10889 SH SOLE 0 0 10889 NVIDIA CORPORATION Equity 67066G104 2573836 5917 SH SOLE 0 0 5917 NXP SEMICONDUCTORS N V Equity N6596X109 330122 1651 SH SOLE 0 0 1651 PACER FDS TRUST METAURUS US LARGE CAP Equity 69374H436 4486173 147426 SH SOLE 0 0 147426 PACER US CASH COWS 100 ETF Equity 69374H881 562711 11384 SH SOLE 0 0 11384 PACER US SMALL CAP CASH COWS 100 ETF Equity 69374H857 536846 12874 SH SOLE 0 0 12874 PEPSICO INCORPORATED Equity 713448108 799079 4716 SH SOLE 0 0 4716 PFIZER INCORPORATED Equity 717081103 358165 10798 SH SOLE 0 0 10798 PNC FINL SVCS GROUP INCORPORATED Equity 693475105 583526 4753 SH SOLE 0 0 4753 PPG INDUSTRIES INCORPORATED Equity 693506107 284002 2188 SH SOLE 0 0 2188 PROCTER AND GAMBLE COMPANY Equity 742718109 1409445 9663 SH SOLE 0 0 9663 PROSHARES ULTRA S&P500 Equity 74347R107 277576 5200 SH SOLE 0 0 5200 PRUDENTIAL FINL INCORPORATED Equity 744320102 209244 2205 SH SOLE 0 0 2205 QUALCOMM INCORPORATED Equity 747525103 524647 4724 SH SOLE 0 0 4724 RAYMOND JAMES FINL INCORPORATED Equity 754730109 939021 9350 SH SOLE 0 0 9350 RTX CORPORATION Equity 75513E101 209001 2904 SH SOLE 0 0 2904 S&P GLOBAL INCORPORATED Equity 78409V104 372422 1019 SH SOLE 0 0 1019 SALESFORCE INCORPORATED Equity 79466L302 262195 1293 SH SOLE 0 0 1293 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF Equity 78468R663 373983 4073 SH SOLE 0 0 4073 SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF Equity 78464A375 202664 6444 SH SOLE 0 0 6444 SPDR S&P 500 ETF Equity 78462F103 555840 1300 SH SOLE 0 0 1300 SPDR S&P DIVIDEND ETF Equity 78464A763 204373 1777 SH SOLE 0 0 1777 STRYKER CORPORATION Equity 863667101 529223 1937 SH SOLE 0 0 1937 TARGET CORPORATION Equity 87612E106 295554 2673 SH SOLE 0 0 2673 TE CONNECTIVITY LIMITED SHS Equity H84989104 476085 3854 SH SOLE 0 0 3854 TESLA INCORPORATED Equity 88160R101 1117733 4467 SH SOLE 0 0 4467 TEXAS INSTRS INCORPORATED Equity 882508104 597719 3759 SH SOLE 0 0 3759 TJX COMPANIES INCORPORATED NEW Equity 872540109 290638 3270 SH SOLE 0 0 3270 TOMMYS EXPRESS HOLDINGS INC Equity 875901951 6264800 410000 SH SOLE 0 0 410000 UNION PAC CORPORATION Equity 907818108 1840943 9041 SH SOLE 0 0 9041 UNITED PARCEL SERVICE INCORPORATED CLASS B Equity 911312106 368321 2363 SH SOLE 0 0 2363 UNITEDHEALTH GROUP INCORPORATED Equity 91324P102 1221896 2423 SH SOLE 0 0 2423 VALERO ENERGY CORPORATION Equity 91913Y100 199386 1407 SH SOLE 0 0 1407 VANECK LONG MUNI ETF Equity 92189F536 257501 15410 SH SOLE 0 0 15410 VANGUARD FTSE DEVELOPED MARKETS ETF Equity 921943858 566611 12960 SH SOLE 0 0 12960 VANGUARD HIGH DIVIDEND YIELD ETF Equity 921946406 288056 2788 SH SOLE 0 0 2788 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW Equity 922908363 3810761 9704 SH SOLE 0 0 9704 VANGUARD MORTGAGE-BACKED SECURITIES ETF Equity 92206C771 262986 6007 SH SOLE 0 0 6007 VANGUARD TAX-EXEMPT BOND ETF Equity 922907746 546176 11355 SH SOLE 0 0 11355 VANGUARD TOTAL STOCK MARKET ETF Equity 922908769 524962 2471 SH SOLE 0 0 2471 VERIZON COMMUNICATIONS INCORPORATED Equity 92343V104 1398768 43159 SH SOLE 0 0 43159 VISA INCORPORATED COM CLASS A Equity 92826C839 667293 2901 SH SOLE 0 0 2901 WALMART INCORPORATED Equity 931142103 1802260 11269 SH SOLE 0 0 11269 WEC ENERGY GROUP INCORPORATED Equity 92939U106 380679 4726 SH SOLE 0 0 4726 WELLS FARGO COMPANY NEW Equity 949746101 126176 3088 SH SOLE 0 0 3088 WILLIAMS COMPANIES INCORPORATED Equity 969457100 246004 7302 SH SOLE 0 0 7302