Win Advisors, Inc has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $227 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S Growth Et with a value of $15.9M, Invesco Exchange Traded Fd Tr with a value of $15.3M, Invesco Exchange Traded Fd Tr with a value of $15.2M, Fidelity Covington Tr Blue Chi with a value of $14.9M, and Ishares Msci Usa Momentum Fact with a value of $12.9M.

Examining the 13F form we can see an increase of $8.71M in the current position value, from $218M to 227M.

Below you can find more details about Win Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $227 Million
ETFs: $223 Million
Technology: $1.33 Million
Industrials: $977,000
Consumer Cyclical: $387,000
Utilities: $328,000
Energy: $315,000
Financial Services: $314,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $227 Million
  • Prior Value $218 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 38 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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