Win Advisors, Inc Purchases in Q1 2025

Win Advisors, Inc

  • $182 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
72.9K
New
$162.48 - $175.37 $11.9M - $12.8M
72.9K $12.7M
HEFA
Ishares Currency Hedged Msci E

ETFs
334K
New
$34.83 - $37.52 $11.6M - $12.5M
334K $12.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
160K
New
$64.88 - $72.1 $10.4M - $11.5M
160K $10.5M
DHS
Wisdomtree Tr U.S

ETFs
102K
New
$91.55 - $99.74 $9.36M - $10.2M
102K $10.1M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
142K
New
$65.27 - $71.18 $9.24M - $10.1M
142K $9.39M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
113K
New
$76.77 - $82.22 $8.67M - $9.29M
113K $8.97M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
341K
+ 826.81%
$22.27 - $22.65 $7.6M - $7.73M
383K $8.55M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
184K
New
$27.4 - $30.58 $5.03M - $5.61M
184K $5.57M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
55.3K
+ 126.69%
$91.45 - $91.75 $5.05M - $5.07M
98.9K $9.07M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
147K
New
$27.01 - $28.54 $3.98M - $4.2M
147K $4.12M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
48.1K
New
$78.0 - $84.37 $3.76M - $4.06M
48.1K $3.84M
VDE
Vanguard Energy ETF

ETFs
23.3K
New
$119.14 - $132.76 $2.78M - $3.1M
23.3K $3.03M
KIE
Spdr S&P Insurance ETF

ETFs
49K
New
$54.24 - $60.81 $2.66M - $2.98M
49K $2.96M
XLY
Select Sector Spdr Consumer Di

ETFs
14.9K
New
$192.6 - $233.2 $2.87M - $3.48M
14.9K $2.95M
FXL
First Tr Exchange Traded Fd Fi

ETFs
22.1K
New
$131.2 - $160.72 $2.9M - $3.55M
22.1K $2.93M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
47.8K
New
$51.94 - $55.24 $2.48M - $2.64M
47.8K $2.54M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.9K
+ 623.26%
$168.16 - $186.21 $2.51M - $2.78M
17.3K $2.96M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
33.3K
New
N/A
33.3K $2.49M
FDL
First Tr Morningstar Dividend

ETFs
44.1K
New
$39.69 - $43.83 $1.75M - $1.93M
44.1K $1.91M
LRGF
Ishares Tr

ETFs
31.9K
New
$56.95 - $63.95 $1.81M - $2.04M
31.9K $1.84M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
31.4K
New
$55.12 - $62.6 $1.73M - $1.97M
31.4K $1.77M
AMGN
Amgen Inc

Healthcare
3.24K
New
$258.59 - $327.36 $838K - $1.06M
3.24K $1.01M
MDT
Medtronic PLC

Healthcare
11.1K
New
$79.84 - $94.5 $887K - $1.05M
11.1K $998K
JPM
Jpmorgan Chase & CO

Financial Services
4K
New
$225.19 - $279.95 $902K - $1.12M
4K $982K
NEM
Newmont Corp

Basic Materials
19.9K
New
$37.79 - $48.39 $751K - $962K
19.9K $959K
SCHO
Schwab Short Term Us Treasury

ETFs
38.1K
+ 203.79%
$24.1 - $24.34 $919K - $928K
56.8K $1.38M
SBUX
Starbucks Corp

Consumer Cyclical
9.35K
New
$91.75 - $115.81 $858K - $1.08M
9.35K $917K
AAPL
Apple Inc.

Technology
4.06K
New
$209.68 - $247.1 $852K - $1M
4.06K $902K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
18K
New
$48.43 - $49.9 $871K - $897K
18K $897K
NEAR
Blackrock Short Maturity Bond

ETFs
17.6K
New
$50.4 - $50.89 $886K - $895K
17.6K $894K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
20.4K
New
$42.36 - $43.8 $866K - $895K
20.4K $887K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
9.09K
New
$94.87 - $96.11 $863K - $874K
9.09K $872K
YUM
Yum Brands Inc

Consumer Cyclical
5.43K
New
$123.25 - $162.53 $669K - $883K
5.43K $854K
DXCM
Dexcom Inc

Healthcare
11.7K
New
$67.74 - $90.75 $793K - $1.06M
11.7K $799K
IHDG
Wisdomtree Tr

ETFs
9.74K
New
$43.4 - $47.51 $423K - $463K
9.74K $422K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5.57K
New
$68.32 - $75.06 $380K - $418K
5.57K $415K
IQLT
Ishares Msci Intl Quality Fact

ETFs
9.09K
New
$36.91 - $41.03 $336K - $373K
9.09K $360K
TPHD
Timothy Plan High Divid Stk Et

ETFs
705
+ 3.07%
$36.09 - $38.27 $25.4K - $27K
23.7K $890K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
585
+ 4.03%
$59.15 - $62.71 $34.6K - $36.7K
15.1K $932K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
403
+ 1.48%
$41.17 - $45.22 $16.6K - $18.2K
27.6K $1.17M
JSML
Janus Detroit Str Tr Henderson

ETFs
757
+ 7.63%
$58.87 - $69.7 $44.6K - $52.8K
10.7K $650K
Aptiv PLC
15.6K
New
N/A
15.6K $0
Pacer Fds Tr
379K
New
N/A
379K $0
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
15
+ 0.28%
$69.32 - $78.69 $1.04K - $1.18K
5.3K $369K
AVGO
Broadcom Inc.

Technology
184
+ 3.75%
$167.43 - $244.7 $30.8K - $45K
5.09K $852K
Activity Summary
Buys All Purchases 46 New Holdings 35 Increased Positions 11 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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