Win Advisors

Win Advisors as of Dec. 31, 2024

Portfolio Holdings for Win Advisors

Win Advisors holds 54 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Quality Grow (QGRO) 9.6 $20M 199k 99.70
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 5.9 $12M 99k 123.53
Ishares Tr Rus Tp200 Gr Etf (IWY) 5.8 $12M 51k 235.27
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 5.3 $11M 107k 103.30
Fidelity Covington Trust Blue Chip Grwth (FBCG) 5.2 $11M 234k 46.26
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 5.1 $11M 76k 138.25
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 4.8 $10M 105k 95.01
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 4.5 $9.3M 120k 77.89
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) 4.4 $9.0M 154k 58.64
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 4.3 $8.8M 177k 49.96
Ishares Tr Msci Usa Min Vol (USMV) 4.2 $8.6M 97k 88.79
Ishares Tr S&p 500 Grwt Etf (IVW) 4.2 $8.6M 85k 101.53
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.9 $6.0M 216k 27.87
Ishares Tr Core S&p Us Gwt (IUSG) 2.2 $4.5M 32k 139.35
Vanguard World Mega Grwth Ind (MGK) 2.0 $4.2M 12k 343.41
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 2.0 $4.1M 48k 85.84
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.9 $4.0M 44k 91.43
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 1.9 $3.9M 36k 107.61
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 1.5 $3.0M 29k 105.60
Wisdomtree Tr Floatng Rat Trea (USFR) 1.5 $3.0M 60k 50.32
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.5 $3.0M 30k 100.32
American Centy Etf Tr Focused Dynamic (FDG) 1.5 $3.0M 29k 103.86
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 1.4 $2.8M 41k 69.65
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $2.8M 6.9k 401.58
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 1.3 $2.7M 24k 112.06
Ishares Tr Morningstar Grwt (ILCG) 1.2 $2.4M 27k 89.60
First Tr Exchange-traded Dj Internt Idx (FDN) 1.0 $2.0M 8.4k 243.17
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.9 $1.9M 22k 87.90
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.6 $1.2M 27k 42.83
Broadcom (AVGO) 0.6 $1.1M 4.9k 231.82
Lululemon Athletica (LULU) 0.5 $1.1M 3.0k 382.41
Erie Indty Cl A (ERIE) 0.5 $1.1M 2.7k 412.23
General Motors Company (GM) 0.5 $1.1M 21k 53.27
Deckers Outdoor Corporation (DECK) 0.5 $1.1M 5.4k 203.09
Royal Caribbean Cruises (RCL) 0.5 $1.1M 4.7k 230.69
Msci (MSCI) 0.5 $1.1M 1.8k 600.01
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.5 $1.0M 2.4k 434.93
Biogen Idec (BIIB) 0.5 $1.0M 6.7k 152.92
Texas Instruments Incorporated (TXN) 0.5 $1.0M 5.4k 187.51
Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.4 $927k 41k 22.46
Ishares U S Etf Tr Short Maturity M (MEAR) 0.4 $922k 19k 49.95
Ssga Active Etf Tr Incom Allo Etf (INKM) 0.4 $915k 29k 31.27
Ishares Tr TRS FLT RT BD (TFLO) 0.4 $904k 18k 50.47
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.4 $884k 35k 25.25
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.4 $884k 15k 60.82
Ssga Active Etf Tr Globl Allo Etf (GAL) 0.4 $879k 20k 44.18
Timothy Plan Hig Dv Stk Etf (TPHD) 0.4 $835k 23k 36.36
Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.3 $651k 9.9k 65.55
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.2 $492k 4.8k 101.74
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $450k 19k 24.06
Ishares Tr Msci Usa Quality (GARP) 0.2 $430k 7.6k 56.25
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $427k 2.4k 178.08
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.2 $418k 7.7k 53.98
Legg Mason Etf Invt Clearbrideg Lr (LRGE) 0.2 $398k 5.3k 75.26