Win Advisors

Win Advisors as of June 30, 2025

Portfolio Holdings for Win Advisors

Win Advisors holds 48 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 11.2 $23M 796k 29.21
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 8.5 $18M 157k 112.47
Vanguard Index Fds Growth Etf (VUG) 7.2 $15M 34k 438.40
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 6.9 $14M 121k 117.44
American Centy Etf Tr Us Quality Grow (QGRO) 6.7 $14M 127k 109.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.5 $11M 21k 551.64
Spdr Series Trust Msci Usa Strtgic (QUS) 4.4 $9.0M 55k 163.09
Wisdomtree Tr Us Largecap Fund (EPS) 4.3 $9.0M 140k 64.01
Ishares Tr Core 30/70 Conse (AOK) 4.1 $8.6M 220k 39.07
Ishares Tr S&p 500 Grwt Etf (IVW) 4.1 $8.4M 76k 110.10
Ishares Tr Rus Tp200 Gr Etf (IWY) 4.0 $8.4M 34k 246.51
Vanguard World Mega Grwth Ind (MGK) 3.6 $7.4M 20k 366.17
Ishares Tr Core S&p Us Gwt (IUSG) 3.5 $7.2M 48k 150.40
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.2 $4.6M 38k 121.38
Ishares Tr Morningstar Grwt (ILCG) 2.1 $4.3M 44k 96.90
Ishares Tr U S Equity Factr (LRGF) 2.0 $4.1M 63k 64.13
Invesco Exchange Traded Fd T S&p 500a Eql (RSPC) 1.3 $2.8M 73k 38.26
Select Sector Spdr Tr Financial (XLF) 1.3 $2.8M 53k 52.37
First Tr Exchange Traded Nasdaq Transn (FTXR) 1.3 $2.7M 87k 31.62
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 1.3 $2.7M 36k 74.48
Ishares Tr Msci Usa Quality (GARP) 1.3 $2.6M 44k 60.38
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.2 $2.6M 24k 109.20
American Centy Etf Tr Focused Dynamic (FDG) 1.0 $2.0M 19k 109.26
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.9 $1.9M 15k 128.63
Micron Technology (MU) 0.6 $1.3M 10k 123.25
Broadcom (AVGO) 0.6 $1.2M 4.2k 275.65
Quanta Services (PWR) 0.6 $1.2M 3.1k 378.08
Meta Platforms Cl A (META) 0.5 $1.1M 1.5k 738.15
Vistra Energy (VST) 0.5 $1.1M 5.8k 193.81
Palantir Technologies Cl A (PLTR) 0.5 $1.1M 7.8k 136.32
Monolithic Power Systems (MPWR) 0.5 $1.0M 1.4k 731.38
Howmet Aerospace (HWM) 0.5 $1.0M 5.5k 186.13
Ge Aerospace Com New (GE) 0.5 $982k 3.8k 257.39
Trane Technologies SHS (TT) 0.5 $979k 2.2k 437.34
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.5 $951k 21k 44.90
Timothy Plan Hig Dv Stk Etf (TPHD) 0.5 $947k 25k 37.80
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.4 $921k 15k 61.67
Ishares Tr Mrngstr Inc Etf (IYLD) 0.4 $836k 40k 20.76
Ssga Active Etf Tr Globl Allo Etf (GAL) 0.4 $825k 18k 47.00
Ishares U S Etf Tr Short Duration B (NEAR) 0.4 $817k 16k 51.10
Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.4 $810k 36k 22.23
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.4 $788k 8.2k 95.83
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $783k 32k 24.38
Wisdomtree Tr Us Quality Grow (QGRW) 0.2 $453k 8.6k 52.55
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $450k 4.8k 93.95
Global X Fds S&p 500 Catholic (CATH) 0.2 $438k 5.8k 75.45
Legg Mason Etf Invt Clearbrideg Lr (LRGE) 0.2 $427k 5.4k 79.31
Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.2 $414k 6.1k 67.45