Win Advisors, Inc Portfolio Holdings

Win Advisors, Inc

  • $203 Million
  • Q3 2025

Win Advisors, Inc has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $203 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $22.6M, Vanguard Growth ETF with a value of $19.8M, Ishares Tr Russell 200 Growth with a value of $19.5M, Invesco ETF Tr Ii S&P 500 Mome with a value of $16.2M, and Invesco Exchange Traded Fd Tr with a value of $13M.

Examining the 13F form we can see an increase of $6.09M in the current position value, from $197M to 203M.

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

Portfolio value $203 Million
ETFs: $186 Million
Technology: $11 Million
Financial Services: $1.46 Million
Consumer Cyclical: $1.32 Million
Real Estate: $1.08 Million
Healthcare: $936,000
Industrials: $455,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.6 Million 11.14% of portfolio
707,571
Q3 2025 Reduced 11.1%
$0
$19.8 Million 9.76% of portfolio
41,242
Q3 2025 Added 20.29%
$0
$19.5 Million 9.6% of portfolio
71,144
Q3 2025 Added 109.46%
$0
$16.2 Million 7.97% of portfolio
133,510
Q3 2025 Reduced 15.0%
$0
$13 Million 6.39% of portfolio
103,315
Q3 2025 Reduced 14.66%
$0
$12.6 Million 6.21% of portfolio
104,549
Q3 2025 Added 342.95%
$0
$12.2 Million 6.04% of portfolio
101,651
Q3 2025 Added 443.7%
$0
$9.71 Million 4.79% of portfolio
140,826
Q3 2025 Added 0.55%
$0
$8.97 Million 4.43% of portfolio
74,321
Q3 2025 Reduced 2.78%
$0
$5.2 Million 2.57% of portfolio
12,926
Q3 2025 Reduced 36.2%
$0
$4.8 Million 2.37% of portfolio
45,938
Q3 2025 New
$0
$4.57 Million 2.26% of portfolio
34,512
Q3 2025 New
$0
$4.55 Million 2.24% of portfolio
39,773
Q3 2025 Reduced 68.61%
$0
$2.95 Million 1.46% of portfolio
17,951
Q3 2025 Reduced 62.46%
$0
$2.71 Million 1.34% of portfolio
102,882
Q3 2025 New
$0
$2.54 Million 1.25% of portfolio
11,052
Q3 2025 New
$0
$2.43 Million 1.2% of portfolio
26,494
Q3 2025 New
$0
$2.38 Million 1.18% of portfolio
44,255
Q3 2025 Reduced 15.89%
$0
$2.14 Million 1.06% of portfolio
39,904
Q3 2025 New
$0
$2.1 Million 1.04% of portfolio
4,490
Q3 2025 New
$0
$1.89 Million 0.93% of portfolio
11,399
Q3 2025 New
$0
$1.86 Million 0.92% of portfolio
42,407
Q3 2025 New
$0
$1.55 Million 0.76% of portfolio
33,438
Q3 2025 Added 57.9%
$0
$1.15 Million 0.57% of portfolio
47,027
Q3 2025 Added 46.39%
$0
$1.06 Million 0.52% of portfolio
14,188
Q3 2025 Added 131.38%
$0
$918,000 0.45% of portfolio
10,153
Q3 2025 New
$0
$899,000 0.44% of portfolio
9,450
Q3 2025 New
$0
$867,000 0.43% of portfolio
38,536
Q3 2025 Added 5.78%
$0
$880,000 0.43% of portfolio
17,172
Q3 2025 Added 7.46%
$0
$857,000 0.42% of portfolio
8,918
Q3 2025 Added 8.49%
$0
$715,000 0.35% of portfolio
18,189
Q3 2025 Reduced 27.4%
$0
$462,000 0.23% of portfolio
6,444
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $203 Million
  • Prior Value $197 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 34 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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