The Analysis of WIN ADVISORS, INC's Holdings
Currently, WIN ADVISORS, INC holds 58 types of securities in its portfolio with a total value $205.5M. In the most recent quarter, they have increased their positions in IWY (+37.2K shares, valued at $10.2M), FDG (+83.0K shares, valued at $10.0M), VONG (+80.9K shares, valued at $9.8M); decreased their positions in QGRO (-86.9K shares, valued at $9.9M), IUSG (-29.9K shares, valued at $4.9M), MGK (-7.3K shares, valued at $3.0M); initiated new positions in SPYG (+45.9K shares, valued at $4.8M), PKW (+34.5K shares, valued at $4.6M), SCHX (+102.9K shares, valued at $2.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR707.6K shares-11.10%2025-09-302025-11-04
VUG VANGUARD INDEX FDS41.2K shares20.29%2025-09-302025-11-04 IWY ISHARES TR71.1K shares109.46%2025-09-302025-11-04 SPMO INVESCO EXCH TRADED FD TR II133.5K shares-15.00%2025-09-302025-11-04 PWB INVESCO EXCHANGE TRADED FD T103.3K shares-14.66%2025-09-302025-11-04 VONG VANGUARD SCOTTSDALE FDS104.5K shares342.95%2025-09-302025-11-04 FDG AMERICAN CENTY ETF TR101.7K shares443.70%2025-09-302025-11-04 EPS WISDOMTREE TR140.8K shares0.55%2025-09-302025-11-04 IVW ISHARES TR74.3K shares-2.78%2025-09-302025-11-04 MGK VANGUARD WORLD FD12.9K shares-36.20%2025-09-302025-11-04 SPYG SPDR SERIES TRUST45.9K sharesnew addition2025-09-302025-11-04 PKW INVESCO EXCHANGE TRADED FD T34.5K sharesnew addition2025-09-302025-11-04 QGRO AMERICAN CENTY ETF TR39.8K shares-68.61%2025-09-302025-11-04 IUSG ISHARES TR18.0K shares-62.46%2025-09-302025-11-04 SCHX SCHWAB STRATEGIC TR102.9K sharesnew addition2025-09-302025-11-04 QTEC FIRST TR EXCHANGE-TRADED FD11.1K sharesnew addition2025-09-302025-11-04 XLC SELECT SECTOR SPDR TR21.2K sharesnew addition2025-09-302025-11-04 BIL SPDR SERIES TRUST26.5K sharesnew addition2025-09-302025-11-04 XLF SELECT SECTOR SPDR TR44.3K shares-15.89%2025-09-302025-11-04 FBCG FIDELITY COVINGTON TRUST39.9K sharesnew addition2025-09-302025-11-04 IWF ISHARES TR4.5K sharesnew addition2025-09-302025-11-04 IWL ISHARES TR11.4K sharesnew addition2025-09-302025-11-04 CGGR CAPITAL GROUP GROWTH ETF42.4K sharesnew addition2025-09-302025-11-04 APH AMPHENOL CORP NEW13.7K sharesnew addition2025-09-302025-11-04 MU MICRON TECHNOLOGY INC9.3K shares-9.92%2025-09-302025-11-04 TPLC TIMOTHY PLAN33.4K shares57.90%2025-09-302025-11-04 TER TERADYNE INC9.0K sharesnew addition2025-09-302025-11-04 SCHO SCHWAB STRATEGIC TR47.0K shares46.39%2025-09-302025-11-04 APTV APTIV PLC13.1K sharesnew addition2025-09-302025-11-04 AMAT APPLIED MATLS INC5.4K sharesnew addition2025-09-302025-11-04 MSFT MICROSOFT CORP2.1K sharesnew addition2025-09-302025-11-04 CCI CROWN CASTLE INC11.2K sharesnew addition2025-09-302025-11-04 BX BLACKSTONE INC6.2K sharesnew addition2025-09-302025-11-04 JSML JANUS DETROIT STR TR14.2K shares131.38%2025-09-302025-11-04 MPWR MONOLITHIC PWR SYS INC1.1K shares-19.89%2025-09-302025-11-04 LEN LENNAR CORP7.6K sharesnew addition2025-09-302025-11-04 CWB SPDR SERIES TRUST10.2K sharesnew addition2025-09-302025-11-04 USMV ISHARES TR9.4K sharesnew addition2025-09-302025-11-04 NEAR ISHARES U S ETF TR17.2K shares7.46%2025-09-302025-11-04 AGZD WISDOMTREE TR38.5K shares5.78%2025-09-302025-11-04 LDUR PIMCO ETF TR8.9K shares8.49%2025-09-302025-11-04 TPHD TIMOTHY PLAN18.2K shares-27.40%2025-09-302025-11-04 NVDA NVIDIA CORPORATION3.2K sharesnew addition2025-09-302025-11-04 STX SEAGATE TECHNOLOGY HLDNGS PL2.2K sharesnew addition2025-09-302025-11-04 CRM SALESFORCE INC2.1K sharesnew addition2025-09-302025-11-04 ACLC AMERICAN CENTY ETF TR6.4K sharesnew addition2025-09-302025-11-04 QGRW WISDOMTREE TR8.6K shares-0.22%2025-09-302025-11-04 BLK BLACKROCK INC414 sharesnew addition2025-09-302025-11-04 CI THE CIGNA GROUP1.7K sharesnew addition2025-09-302025-11-04 GLW CORNING INC5.8K sharesnew addition2025-09-302025-11-04 COWG PACER FDS TR12.9K sharesnew addition2025-09-302025-11-04 TMO THERMO FISHER SCIENTIFIC INC944 sharesnew addition2025-09-302025-11-04 LMT LOCKHEED MARTIN CORP913 sharesnew addition2025-09-302025-11-04 ADSK AUTODESK INC1.4K sharesnew addition2025-09-302025-11-04 IBM INTERNATIONAL BUSINESS MACHS1.5K sharesnew addition2025-09-302025-11-04 AVGO BROADCOM INC1.3K shares-70.22%2025-09-302025-11-04 PGR PROGRESSIVE CORP1.6K sharesnew addition2025-09-302025-11-04 EBAY EBAY INC.4.1K sharesnew addition2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available