Win Advisors, Inc Holdings & Portfolio - 13F Filings Analysis - Stocknear

Win Advisors, Inc

CIK Number: 0001897144

207.33M
Market Value
54
# of Holdings
4 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 23, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 LGLV SPDR SSGA US La...
177.47
+0.48% 72.95K +100.00% 12.7M 174.04 6.52% Share
2 HEFA iShares Currenc...
38.95
+0.97% 334.07K +100.00% 12.12M 36.29 6.23% Share
3 QGRO American Centur...
111.47
+1.00% 128.4K -35.34% 12.03M 91.77 6.18% Share
4 COWG Pacer US Large ...
35.03
+0.37% 378.57K +100.00% 11.66M 30.79 5.99% Share
5 SPLG SPDR Portfolio ...
76.36
+0.83% 159.54K +100.00% 10.49M 65.76 5.39% Share
6 DHS WisdomTree U.S....
100.85
+0.41% 102.29K +100.00% 10.14M 99.16 5.21% Share
7 SPHQ Invesco S&P 500...
72.39
+0.67% 141.51K +100.00% 9.39M 66.34 4.82% Share
8 BIL SPDR Bloomberg ...
91.49
+0.01% 98.88K +126.69% 9.07M 91.6 4.66% Share
9 DLN WisdomTree U.S....
85.52
+0.60% 112.99K +100.00% 8.97M 79.37 4.61% Share
10 USMV iShares MSCI US...
94.19
+0.14% 94.82K -1.97% 8.88M 88.79 4.56% Share
11 AGZD WisdomTree Inte...
22.30
+0.07% 382.5K +826.81% 8.55M 22.32 4.39% Share
12 IVW iShares S&P 500...
116.11
+0.92% 81.91K -3.04% 7.6M 101.53 3.91% Share
13 IDLV Invesco S&P Int...
33.76
+0.32% 183.6K +100.00% 5.57M 30.32 2.86% Share
14 PWB Invesco Dynamic...
120.09
+1.23% 47.36K +880.42% 4.55M 96.31 2.34% Share
15 SCHD Schwab U.S. Div...
27.69
+0.33% 147.26K +100.00% 4.12M 27.96 2.12% Share
16 DGRW WisdomTree U.S....
87.78
+0.75% 48.14K +100.00% 3.84M 79.86 1.98% Share
17 SCHG Schwab U.S. Lar...
30.82
+0.88% 151.36K -29.87% 3.79M 27.87 1.95% Share
18 VDE Vanguard Energy...
125.38
+0.72% 23.33K +100.00% 3.03M 129.71 1.55% Share
19 KIE SPDR S&P Insura...
59.48
+1.19% 48.97K +100.00% 2.96M 60.53 1.52% Share
20 QUAL iShares MSCI US...
190.31
+0.87% 17.32K +623.26% 2.96M 171.88 1.52% Share
21 XLY Consumer Discre...
235.16
+1.83% 14.92K +100.00% 2.95M 197.46 1.51% Share
22 FXL First Trust Tec...
160.01
+0.59% 22.12K +100.00% 2.93M 132.25 1.50% Share
23 SPMO Invesco S&P 500...
117.28
+1.47% 28.68K -72.72% 2.65M 85.07 1.36% Share
24 QEFA SPDR MSCI EAFE ...
86.66
+0.64% 33.26K +100.00% 2.63M 78.96 1.35% Share
25 OUSA ALPS O'Shares U...
56.29
+0.43% 47.8K +100.00% 2.54M 53.22 1.31% Share
26 IWF iShares Russell...
449.99
+0.87% 6.78K -2.1% 2.45M 401.58 1.26% Share
27 FDL First Trust Mor...
44.16
+0.26% 44.06K +100.00% 1.91M 43.44 0.98% Share
28 LRGF iShares U.S. Eq...
67.30
+0.94% 31.86K +100.00% 1.84M 57.88 0.95% Share
29 JMOM JPMorgan U.S. M...
65.96
+0.93% 31.4K +100.00% 1.77M 56.36 0.91% Share
30 SCHO Schwab Short-Te...
24.35
+0.04% 56.85K +203.79% 1.38M 24.21 0.71% Share
31 TPLC Timothy Plan US...
45.99
+1.06% 27.61K +1.48% 1.17M 36.6 0.60% Share
32 AMGN Amgen Inc.
280.10
-1.32% 3.24K +100.00% 1.01M 311.55 0.52% Share
33 MDT Medtronic plc
92.84
+0.64% 11.11K +100.00% 998.08K 89.86 0.51% Share
34 JPM JPMorgan Chase ...
303.87
+1.46% 4K +100.00% 982.18K 245.3 0.50% Share
35 NEM Newmont Corpora...
74.90
-0.69% 19.88K +100.00% 959.86K 48.28 0.49% Share
36 XMLV Invesco S&P Mid...
63.91
+0.61% 15.12K +4.03% 932.98K 50.43 0.48% Share
37 APTV Aptiv PLC
80.48
+1.07% 15.62K +100.00% 929.21K 59.5 0.48% Share
38 SBUX Starbucks Corpo...
87.01
-0.28% 9.35K +100.00% 917K 98.09 0.47% Share
39 AAPL Apple Inc.
239.78
+0.55% 4.06K +100.00% 902.07K 222.13 0.46% Share
40 VTIP Vanguard Short-...
50.64
+0.02% 17.98K +100.00% 897.4K 49.9 0.46% Share
41 NEAR iShares Short M...
51.16
+0.10% 17.58K +100.00% 894.52K 50.87 0.46% Share
42 TPHD Timothy Plan Hi...
39.00
+0.76% 23.67K +3.07% 890.45K 31.52 0.46% Share
43 AGGY WisdomTree Yiel...
43.96
+0.41% 20.44K +100.00% 887.62K 43.43 0.46% Share
44 LDUR PIMCO Enhanced ...
95.94
+0.01% 9.09K +100.00% 872.72K 95.98 0.45% Share
45 GAL SPDR SSgA Globa...
48.37
+0.46% 19.11K -4% 856.39K 44.18 0.44% Share
46 YUM Yum! Brands, In...
143.71
-0.58% 5.43K +100.00% 854.47K 157.36 0.44% Share
47 AVGO Broadcom Inc.
306.10
+1.23% 5.09K +3.75% 851.97K 229.51 0.44% Share
48 DXCM DexCom, Inc.
80.76
+2.33% 11.7K +100.00% 799.06K 68.29 0.41% Share
49 JSML Janus Henderson...
72.97
+1.20% 10.68K +7.63% 650.17K 58.27 0.33% Share
50 IHDG WisdomTree Inte...
45.03
+0.83% 9.74K +100.00% 422.67K 43.4 0.22% Share
51 SPLV Invesco S&P 500...
73.42
+0.37% 5.57K +100.00% 415.89K 74.72 0.21% Share
52 LRGE ClearBridge Lar...
80.22
+1.03% 5.3K +0.28% 369.9K 75.24 0.19% Share
53 NULG Nuveen ESG Larg...
98.04
+0.75% 4.72K -90.17% 369.56K 85.84 0.19% Share
54 IQLT iShares MSCI In...
43.15
+0.61% 9.09K +100.00% 360.94K 39.69 0.19% Share