Win Advisors

Win Advisors as of March 31, 2025

Portfolio Holdings for Win Advisors

Win Advisors holds 54 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 6.5 $13M 73k 174.04
Ishares Tr Hdg Msci Eafe (HEFA) 6.2 $12M 334k 36.29
American Centy Etf Tr Us Quality Grow (QGRO) 6.2 $12M 128k 93.67
Pacer Fds Tr Us Lrg Cp Cash (COWG) 6.0 $12M 379k 30.79
Spdr Ser Tr Portfolio S&p500 (SPLG) 5.4 $11M 160k 65.76
Wisdomtree Tr Us High Dividend (DHS) 5.2 $10M 102k 99.16
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 4.8 $9.4M 142k 66.34
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 4.7 $9.1M 99k 91.73
Wisdomtree Tr Us Largecap Divd (DLN) 4.6 $9.0M 113k 79.37
Ishares Tr Msci Usa Min Vol (USMV) 4.6 $8.9M 95k 93.66
Wisdomtree Tr Intrst Rate Hdge (AGZD) 4.4 $8.5M 383k 22.35
Ishares Tr S&p 500 Grwt Etf (IVW) 3.9 $7.6M 82k 92.83
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 2.9 $5.6M 184k 30.32
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 2.3 $4.5M 47k 96.04
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.1 $4.1M 147k 27.96
Wisdomtree Tr Us Qtly Div Grt (DGRW) 2.0 $3.8M 48k 79.86
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $3.8M 151k 25.04
Vanguard World Energy Etf (VDE) 1.6 $3.0M 23k 129.71
Spdr Ser Tr S&p Ins Etf (KIE) 1.5 $3.0M 49k 60.53
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.5 $3.0M 17k 170.89
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.5 $2.9M 15k 197.46
First Tr Exchange Traded Tech Alphadex (FXL) 1.5 $2.9M 22k 132.25
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.4 $2.7M 29k 92.53
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 1.3 $2.6M 33k 78.96
Alps Etf Tr Oshares Us Qualt (OUSA) 1.3 $2.5M 48k 53.22
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $2.4M 6.8k 361.09
First Tr Morningstar Divid L SHS (FDL) 1.0 $1.9M 44k 43.44
Ishares Tr U S Equity Factr (LRGF) 0.9 $1.8M 32k 57.88
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.9 $1.8M 31k 56.36
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.7 $1.4M 57k 24.34
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.6 $1.2M 28k 42.44
Amgen (AMGN) 0.5 $1.0M 3.2k 311.58
Medtronic SHS (MDT) 0.5 $998k 11k 89.86
JPMorgan Chase & Co. (JPM) 0.5 $982k 4.0k 245.30
Newmont Mining Corporation (NEM) 0.5 $960k 20k 48.28
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.5 $933k 15k 61.72
Aptiv Com Shs (APTV) 0.5 $929k 16k 59.50
Starbucks Corporation (SBUX) 0.5 $917k 9.3k 98.09
Apple (AAPL) 0.5 $902k 4.1k 222.13
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $897k 18k 49.90
Ishares U S Etf Tr Short Duration B (NEAR) 0.5 $895k 18k 50.87
Timothy Plan Hig Dv Stk Etf (TPHD) 0.5 $890k 24k 37.62
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.5 $888k 20k 43.43
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.4 $873k 9.1k 95.98
Ssga Active Etf Tr Globl Allo Etf (GAL) 0.4 $856k 19k 44.82
Yum! Brands (YUM) 0.4 $855k 5.4k 157.36
Broadcom (AVGO) 0.4 $852k 5.1k 167.41
Dex (DXCM) 0.4 $799k 12k 68.29
Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.3 $650k 11k 60.86
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.2 $423k 9.7k 43.40
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $416k 5.6k 74.72
Legg Mason Etf Invt Clearbrideg Lr (LRGE) 0.2 $370k 5.3k 69.78
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $370k 4.7k 78.28
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $361k 9.1k 39.69