WA
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WIN ADVISORS, INC13F | |
| WIN ADVISORS, INC | |
| Last update 2025-04-23 | 54 Stocks (35 new) |
| Value $195.00 Mil | Turnover 75 % |
WIN ADVISORS, INC Top Holdings of 2025-03-31
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| 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 | +5.18% | +6.36% | 1,096.7 | ||
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 | +13.60% | +10.00% | 6,317.2 | ||
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 | +19.65% | +8.00% | 1,714.6 | ||
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 | +17.89% | +7.97% | 2,060.1 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 159,544 | 10,491.6 | New Holding | 5.390 | +5.39% | 0.020 | +17.15% | +7.06% | 72,502.2 | ||
DHS | WisdomTree U.S. High Dividend Fund | 102,291 | 10,143.2 | New Holding | 5.210 | +5.21% | 0.800 | +9.85% | +6.67% | 1,254.4 | ||
SPHQ | Invesco S&P 500 Quality ETF | 141,512 | 9,387.9 | New Holding | 4.820 | +4.82% | 0.080 | +12.76% | +6.79% | 14,054.3 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 98,882 | 9,070.5 | +126.69% | 4.660 | +2.60% | 0.020 | +1.03% | +2.21% | 42,813.7 | ||
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 | +12.04% | +7.87% | 5,068.5 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 94,822 | 8,881.0 | -1.97% | 4.560 | -0.08% | 0.040 | +3.43% | +5.18% | 23,583.0 |
WIN ADVISORS, INC's Historical Top Holdings Breakdowns
WIN ADVISORS, INC's Top Stock Picks
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| 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 | $174.08 | 2.12% | 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 | $37.58 | 3.10% | 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 | $34.58 | 4.69% | 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 | $129.34 | 4.98% | 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 | $248.33 | 7.95% | 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 | $73.35 | 6.06% | 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 | $110.02 | 8.32% | 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 | $48.68 | 7.60% | 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 | $98.00 | 1.39% | 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 | $150.35 | 7.25% | Sold Out | 0 | -75,914 |
WIN ADVISORS, INC Total Holding History ($B)
WIN ADVISORS, INC's Asset Allocation
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
WIN ADVISORS, INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WIN ADVISORS, INC's Holdings Heat Map
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WIN ADVISORS, INC's Holdings Bubble Chart
WIN ADVISORS, INC News
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