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WIN ADVISORS, INC

13F
WIN ADVISORS, INC
Last update 2025-04-23 54 Stocks (35 new)
Value $195.00 Mil Turnover 75 %
Countries:
WIN ADVISORS, INC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
SPDR SSGA US Large Cap Low Volatility Index ETF
72,947
12,695.7
New Holding
6.520
+6.52%
1.230
+5.39%
+5.99%
1,103.1
 
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
334,071
12,123.4
New Holding
6.230
+6.23%
0.160
+9.75%
+8.86%
6,359.2
 
QGRO
American Century U.S. Quality Growth ETF
American Century U.S. Quality Growth ETF
128,399
12,027.1
-35.34%
6.180
-3.39%
0.990
+18.42%
+9.95%
1,745.6
 
COWG
Pacer US Large Cap Cash Cows Growth Leaders ETF
Pacer US Large Cap Cash Cows Growth Leaders ETF
378,572
11,656.2
New Holding
5.990
+5.99%
0.900
+17.05%
+10.36%
2,106.6
 
SPLG
SPDR Portfolio S&P 500 ETF
159,544
10,491.6
New Holding
5.390
+5.39%
0.020
+15.17%
+7.15%
72,561.5
 
DHS
WisdomTree U.S. High Dividend Fund
102,291
10,143.2
New Holding
5.210
+5.21%
0.800
+7.19%
+4.92%
1,253.8
 
SPHQ
Invesco S&P 500 Quality ETF
141,512
9,387.9
New Holding
4.820
+4.82%
0.080
+12.23%
+7.70%
14,174.8
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
98,882
9,070.5
+126.69%
4.660
+2.60%
0.020
+0.01%
+0.10%
42,795.0
 
DLN
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
112,987
8,967.8
New Holding
4.610
+4.61%
0.190
+10.19%
+6.74%
5,064.8
 
USMV
iShares MSCI USA Min Vol Factor ETF
94,822
8,881.0
-1.97%
4.560
-0.08%
0.040
+4.67%
+6.30%
23,834.8
 

WIN ADVISORS, INC's Historical Top Holdings Breakdowns

WIN ADVISORS, INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
SPDR SSGA US Large Cap Low Volatility Index ETF
2025-03-31
New Buy
New Buy
+6.52%
162.48 ($170.46) 175.37
$175.10
2.72%
New holding
72,947
72,947
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
2025-03-31
New Buy
New Buy
+6.23%
34.83 ($36.45) 37.46
$37.83
3.79%
New holding
334,071
334,071
COWG
Pacer US Large Cap Cash Cows Growth Leaders ETF
Pacer US Large Cap Cash Cows Growth Leaders ETF
2025-03-31
New Buy
New Buy
+5.99%
30.38 ($33.03) 35.87
$35.36
7.05%
New holding
378,572
378,572
XMMO
Invesco S&P MidCap Momentum ETF
2025-03-31
Sold Out
Sold Out
-5.93%
110.9 ($123.2) 132.93
$129.50
5.11%
Sold Out
0
-99,161
IWY
iShares Russell Top 200 Growth ETF
2025-03-31
Sold Out
Sold Out
-5.85%
210.19 ($230.05) 243.33
$248.91
8.20%
Sold Out
0
-51,376
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
New Buy
New Buy
+5.39%
64.88 ($69.16) 72.1
$73.41
6.15%
New holding
159,544
159,544
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
2025-03-31
Sold Out
Sold Out
-5.34%
92.71 ($101.57) 107.38
$110.35
8.64%
Sold Out
0
-106,880
FBCG
Fidelity Blue Chip Growth ETF
2025-03-31
Sold Out
Sold Out
-5.24%
39.97 ($45.24) 48.7
$48.74
7.74%
Sold Out
0
-233,933
DHS
WisdomTree U.S. High Dividend Fund
2025-03-31
New Buy
New Buy
+5.21%
91.55 ($96.66) 99.74
$97.95
1.33%
New holding
102,291
102,291
FTC
FIRST TR L CAP GRW
2025-03-31
Sold Out
Sold Out
-5.08%
127.87 ($140.18) 148.89
$151.89
8.35%
Sold Out
0
-75,914

WIN ADVISORS, INC Total Holding History ($B)

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WIN ADVISORS, INC's Asset Allocation

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WIN ADVISORS, INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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WIN ADVISORS, INC's Hypothetical Growth since 2025-03-31

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Year Portfolio % % Excess Gain %

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