0001909879-23-000001.txt : 20230213 0001909879-23-000001.hdr.sgml : 20230213 20230213172743 ACCESSION NUMBER: 0001909879-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 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: 23620162 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 12-31-2022 12-31-2022 WEST MICHIGAN ADVISORS, LLC

320 NORTH 120TH AVENUE SUITE 240 HOLLAND MI 49424

13F HOLDINGS REPORT 028-22214 N STEPHANIE SMITH (616) 820-1040 STEPHANIE SMITH HOLLAND MI 02-13-2023 12 123 137365960 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 FREEDOM 12 RJ RESEARCH PORTFOLIOS INFORMATION TABLE 2 q4202213fwestmichigan.xml ABBOTT LABS Equity 002824100 507110 4619 SH DFND 2,7,4,1 2721 2721 0 ABBVIE INCORPORATED Equity 00287Y109 817981 5061 SH DFND 5,7,4 4400 4400 0 ABRDN AUSTRALIA EQUITY FD INCORPORATED Closed End Funds 003011103 49076 11179 SH SOLE 11179 11179 0 AIR PRODUCTS & CHEMICALS INCORPORATED Equity 009158106 1007682 3269 SH DFND 3,5,7,8,12 2959 2959 0 ALLSPRING INCOME OPPORTUNIT INC OPPTY FD Closed End Funds 94987B105 76680 12000 SH SOLE 12000 12000 0 ALLSTATE CORPORATION Equity 020002101 343389 2532 SH DFND 4 2236 2236 0 ALPHABET INCORPORATED CAP STK CLASS A Equity 02079K305 340038 3854 SH DFND 5,4,8,1 2459 2459 0 ALPHABET INCORPORATED CAP STK CLASS C Equity 02079K107 455717 5136 SH DFND 10,4 5011 5011 0 AMAZON COM INCORPORATED Equity 023135106 1104432 13148 SH DFND 2,5,4,8,1 11398 11398 0 AMGEN INCORPORATED Equity 031162100 252397 961 SH DFND 6 786 786 0 AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF Equity 032108409 15097192 421004 SH SOLE 421004 421004 0 APPLE INCORPORATED Equity 037833100 4604380 35437 SH DFND 2,6,5,7,4,8,1,12,9 33070 33070 0 APPLIED MATLS INCORPORATED Equity 038222105 207260 2128 SH DFND 2,4,1 35 35 0 ARCHER DANIELS MIDLAND COMPANY Equity 039483102 250788 2701 SH DFND 4 2693 2693 0 AT&T INCORPORATED Equity 00206R102 250026 13581 SH DFND 4,9 13241 13241 0 AUTOMATIC DATA PROCESSING INCORPORATED Equity 053015103 247459 1036 SH DFND 7,4,8 652 652 0 BANK AMERICA CORPORATION Equity 060505104 271087 8185 SH DFND 2,5,4,8,9 7210 7210 0 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW Equity 084670702 232602 753 SH DFND 5,8 734 734 0 BEST BUY INCORPORATED Equity 086516101 519029 6471 SH DFND 12 6402 6402 0 BLACKROCK MUNIYIELD MICH QU Closed End Funds 09254V105 112947 10185 SH SOLE 10185 10185 0 BRISTOL-MYERS SQUIBB COMPANY Equity 110122108 203978 2835 SH DFND 2,4,9 2503 2503 0 BROADCOM INCORPORATED Equity 11135F101 753407 1347 SH DFND 5,4,8,12 1169 1169 0 CATERPILLAR INCORPORATED Equity 149123101 204105 852 SH SOLE 852 852 0 CHARLES RIV LABS INTERNATIONAL INCORPORATED Equity 159864107 237511 1090 SH DFND 5,1 37 37 0 CHEVRON CORPORATION NEW Equity 166764100 656939 3660 SH DFND 3,4 2517 2517 0 CHUBB LIMITED Equity H1467J104 1635213 7413 SH DFND 3,12 7192 7192 0 CISCO SYSTEMS INCORPORATED Equity 17275R102 1227779 25772 SH DFND 2,5,4,8,12,9 24066 24066 0 CME GROUP INCORPORATED Equity 12572Q105 656185 3902 SH DFND 5,4,8,12 3702 3702 0 COCA COLA COMPANY Equity 191216100 361750 5687 SH DFND 2,5,4,8,9 4188 4188 0 COHEN & STEERS REIT & PREFERRED & IN Closed End Funds 19247X100 286399 14053 SH SOLE 14053 14053 0 COMCAST CORPORATION NEW CLASS A Equity 20030N101 757443 21660 SH DFND 2,5,4,8,12,9 20165 20165 0 COMPASS DIVERSIFIED SH BEN INT Equity 20451Q104 289766 15895 SH SOLE 15895 15895 0 COSTCO WHOLESALE CORPORATION NEW Equity 22160K105 236754 519 SH DFND 7,4,1 195 195 0 CVS HEALTH CORPORATION Equity 126650100 274177 2942 SH DFND 2,4 2731 2731 0 DARDEN RESTAURANTS INCORPORATED Equity 237194105 473073 3420 SH DFND 12 3371 3371 0 DEVON ENERGY CORPORATION NEW Equity 25179M103 2099471 34132 SH DFND 6,12 32769 32769 0 DUKE ENERGY CORPORATION NEW COM NEW Equity 26441C204 233581 2268 SH DFND 6 1823 1823 0 EATON CORPORATION PLC SHS Equity G29183103 1104593 7038 SH DFND 5,4,8,12 6613 6613 0 EATON VANCE TAX-MANAGED GLOBAL Closed End Funds 27829C105 123112 15865 SH SOLE 15865 15865 0 EDGIO INCORPORATED Equity 53261M104 19048 16857 SH SOLE 16857 16857 0 EXXON MOBIL CORPORATION Equity 30231G102 265492 2407 SH DFND 2,5,7,4,8 1675 1675 0 FIRST TR ENHANCED EQUITY INCOM Closed End Funds 337318109 217339 13791 SH SOLE 13791 13791 0 FIRST TRUST CAPITAL STRENGTH ETF Equity 33733E104 587092 7833 SH SOLE 7833 7833 0 FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF Equity 33738R605 221625 4761 SH SOLE 4761 4761 0 FIRST TRUST LOW DURATION OPPORTUNITIES ETF Equity 33739Q200 317860 6704 SH SOLE 6704 6704 0 FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND Equity 33939L407 3976331 91473 SH SOLE 91473 91473 0 FLEXSHARES QUALITY DIVIDEND INDEX FUND Equity 33939L860 405403 7707 SH SOLE 7707 7707 0 FS CREDIT OPPORTUNITIES CORPORATION COMMON STOCK Closed End Funds 30290Y101 650060 138017 SH SOLE 138017 138017 0 FS KKR CAP CORPORATION Closed End Funds 302635206 4990141 285151 SH SOLE 285151 285151 0 GENERAL ELECTRIC COMPANY COM NEW Equity 369604301 331204 3953 SH SOLE 3953 3953 0 GENTEX CORPORATION Equity 371901109 743380 27260 SH SOLE 27260 27260 0 HARTFORD MUNICIPAL OPPORTUNITIES ETF Equity 41653L503 238544 6351 SH SOLE 6351 6351 0 HOME DEPOT INCORPORATED Equity 437076102 1483262 4696 SH DFND 6,3,5,7,4,8,1,12 3464 3464 0 HUNTINGTON BANCSHARES INCORPORATED Equity 446150104 3689643 261677 SH SOLE 261677 261677 0 ILLINOIS TOOL WKS INCORPORATED Equity 452308109 290141 1317 SH DFND 3,7,1 319 319 0 INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER Equity 45782C540 6825710 228361 SH SOLE 228361 228361 0 INTERNATIONAL BUSINESS MACHINES Equity 459200101 254166 1804 SH SOLE 1804 1804 0 INVESCO NASDAQ 100 ETF Equity 46138G649 523225 4777 SH SOLE 4777 4777 0 INVESCO QQQ Equity 46090E103 231715 870 SH SOLE 870 870 0 ISHARES TR 0-3 MNTH TREASRY Equity 46436E718 202283 2020 SH DFND 4 0 0 0 ISHARES TR 1 3 YR TREAS BD Equity 464287457 463481 5710 SH DFND 6,5,4 2405 2405 0 ISHARES TR CORE MSCI EAFE Equity 46432F842 589648 9566 SH DFND 11 7222 7222 0 ISHARES TR CORE S&P SCP ETF Equity 464287804 224959 2377 SH DFND 11 2036 2036 0 ISHARES TR CORE US AGGBD ET Equity 464287226 1164365 12005 SH DFND 11 7273 7273 0 ISHARES TR MSCI USA MIN VOL Equity 46429B697 771686 10703 SH DFND 11 6745 6745 0 ISHARES TR PFD AND INCM SEC Equity 464288687 278704 9129 SH SOLE 9129 9129 0 ISHARES TR RUS 1000 GRW ETF Equity 464287614 1221811 5703 SH DFND 11 5693 5693 0 ISHARES TR RUS 1000 VAL ETF Equity 464287598 1082174 7136 SH DFND 11 7118 7118 0 ISHARES TR RUS 2000 GRW ETF Equity 464287648 225031 1049 SH SOLE 1049 1049 0 ISHARES TR RUS 2000 VAL ETF Equity 464287630 211749 1527 SH SOLE 1527 1527 0 JOHNSON & JOHNSON Equity 478160104 1343223 7604 SH DFND 6,5,8,12 7030 7030 0 JPMORGAN CHASE & COMPANY Equity 46625H100 1638294 12217 SH DFND 6,5,4,8,12 11399 11399 0 JPMORGAN EQUITY PREMIUM INCOME ETF Equity 46641Q332 5239540 96156 SH SOLE 96156 96156 0 JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF Equity 46654Q203 6569616 161020 SH SOLE 161020 161020 0 JPMORGAN ULTRA-SHORT INCOME ETF Equity 46641Q837 3738427 74575 SH SOLE 74575 74575 0 LILLY ELI & COMPANY Equity 532457108 916429 2505 SH DFND 4 2503 2503 0 MARATHON OIL CORPORATION Equity 565849106 449800 16616 SH DFND 4 16586 16586 0 MARATHON PETE CORPORATION Equity 56585A102 2038895 17518 SH DFND 2,12 17225 17225 0 MCDONALDS CORPORATION Equity 580135101 623512 2366 SH DFND 6,3,7,4,1 1084 1084 0 MEDTRONIC PLC SHS Equity G5960L103 756307 9731 SH DFND 2,3,4,12 8729 8729 0 MERCK & COMPANY INCORPORATED Equity 58933Y105 1667128 15026 SH DFND 2,6,5,7,4,8,12 12692 12692 0 META PLATFORMS INCORPORATED CLASS A Equity 30303M102 314809 2616 SH DFND 5,4 2551 2551 0 MICROSOFT CORPORATION Equity 594918104 3253273 13565 SH DFND 6,3,5,7,4,8,1,12 11384 11384 0 MONDELEZ INTERNATIONAL INCORPORATED CLASS A Equity 609207105 202816 3043 SH DFND 2,5,7,4,8 1280 1280 0 MOTOROLA SOLUTIONS INCORPORATED COM NEW Equity 620076307 1134340 4402 SH DFND 4,1,12 3599 3599 0 NEXTERA ENERGY INCORPORATED Equity 65339F101 477105 5707 SH DFND 5,7,4,8 4355 4355 0 NIKE INCORPORATED CLASS B Equity 654106103 220798 1887 SH DFND 2,3,5,1,9 316 316 0 NVIDIA CORPORATION Equity 67066G104 1560337 10677 SH DFND 5,4 10589 10589 0 NXP SEMICONDUCTORS N V Equity N6596X109 259435 1642 SH SOLE 1642 1642 0 PACER FDS TRUST METAURUS US LARGE CAP Equity 69374H436 6750691 236286 SH SOLE 236286 236286 0 PACER US CASH COWS 100 ETF Equity 69374H881 5731531 123925 SH SOLE 123925 123925 0 PACER US SMALL CAP CASH COWS 100 ETF Equity 69374H857 3361145 93495 SH SOLE 93495 93495 0 PEPSICO INCORPORATED Equity 713448108 432500 2394 SH DFND 3,5,4,8 1875 1875 0 PFIZER INCORPORATED Equity 717081103 947945 18500 SH DFND 5,4,8,9 18190 18190 0 PNC FINL SVCS GROUP INCORPORATED Equity 693475105 221432 1402 SH DFND 4,8 1118 1118 0 PROCTER AND GAMBLE COMPANY Equity 742718109 786596 5190 SH DFND 6,3,5,4,8 3927 3927 0 PROSHARES ULTRA S&P500 Equity 74347R107 306705 6900 SH SOLE 6900 6900 0 QUALCOMM INCORPORATED Equity 747525103 557508 5071 SH DFND 2,7,4,9 4504 4504 0 RAYMOND JAMES FINL INCORPORATED Equity 754730109 908439 8502 SH SOLE 8502 8502 0 RAYTHEON TECHNOLOGIES CORPORATION Equity 75513E101 356248 3530 SH DFND 2,3,5,4,8,9 2001 2001 0 S&P GLOBAL INCORPORATED Equity 78409V104 350714 1047 SH DFND 10,3,5,7 809 809 0 SPDR GOLD SHARES Equity 78463V107 293477 1730 SH SOLE 1730 1730 0 SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIP Equity 78468R739 666364 14184 SH SOLE 14184 14184 0 SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF Equity 78464A375 202821 6372 SH SOLE 6372 6372 0 SPDR S&P 500 ETF Equity 78462F103 202542 530 SH SOLE 530 530 0 STRYKER CORPORATION Equity 863667101 399038 1632 SH DFND 3,5,7,8 1294 1294 0 TJX COMPANIES INCORPORATED NEW Equity 872540109 257984 3241 SH DFND 10,2,3,5,8,1,9 1145 1145 0 UNION PAC CORPORATION Equity 907818108 1620433 7826 SH DFND 5,7,4,8,12 7329 7329 0 UNITED PARCEL SERVICE INCORPORATED CLASS B Equity 911312106 240421 1383 SH DFND 5,7,4,8 932 932 0 UNITEDHEALTH GROUP INCORPORATED Equity 91324P102 660810 1246 SH DFND 6,5,4,8 884 884 0 VANECK LONG MUNI ETF Equity 92189F536 185897 10647 SH DFND 4 493 493 0 VANGUARD FTSE DEVELOPED MARKETS ETF Equity 921943858 525045 12510 SH SOLE 12510 12510 0 VANGUARD HIGH DIVIDEND YIELD ETF Equity 921946406 363910 3363 SH DFND 11 2807 2807 0 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW Equity 922908363 2654319 7555 SH DFND 11 5150 5150 0 VANGUARD MORTGAGE-BACKED SECURITIES ETF Equity 92206C771 303482 6667 SH DFND 4 1338 1338 0 VANGUARD TAX-EXEMPT BOND ETF Equity 922907746 557653 11268 SH DFND 11 10494 10494 0 VANGUARD TOTAL STOCK MARKET ETF Equity 922908769 695471 3638 SH SOLE 3638 3638 0 VERIZON COMMUNICATIONS INCORPORATED Equity 92343V104 1447888 36748 SH DFND 2,6,5,7,4,8,12 35079 35079 0 VISA INCORPORATED COM CLASS A Equity 92826C839 433203 2085 SH DFND 10,6,5,4,8 1521 1521 0 WALMART INCORPORATED Equity 931142103 1010770 7129 SH DFND 2,5,4,8,12 6821 6821 0 WASTE MGMT INCORPORATED DEL Equity 94106L109 204614 1304 SH DFND 5,8 1243 1243 0 YATRA ONLINE INCORPORATED ORD SHS Equity G98338109 48200 20000 SH SOLE 20000 20000 0 ZOMEDICA CORPORATION Equity 98980M109 16300 100000 SH SOLE 100000 100000 0