Win Advisors, Inc Portfolio Holdings

Win Advisors, Inc

  • $197 Million
  • Q2 2025

Win Advisors, Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $197 Million distributed in 48 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 $23.2M, Invesco ETF Tr Ii S&P 500 Mome with a value of $17.7M, Vanguard Growth ETF with a value of $15M, Invesco Exchange Traded Fd Tr with a value of $14.2M, and American Centy ETF Tr Stoxx Us with a value of $13.8M.

Examining the 13F form we can see an increase of $14.7M in the current position value, from $182M to 197M.

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

Portfolio value $197 Million
ETFs: $186 Million
Technology: $4.55 Million
Industrials: $4.16 Million
Communication Services: $1.14 Million
Utilities: $1.12 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.2 Million 11.82% of portfolio
795,956
Q2 2025 Added 425.87%
$0
$17.7 Million 8.98% of portfolio
157,070
Q2 2025 Added 447.64%
$0
$15 Million 7.64% of portfolio
34,286
Q2 2025 New
$0
$14.2 Million 7.23% of portfolio
121,061
Q2 2025 Added 155.6%
$0
$13.8 Million 7.03% of portfolio
126,687
Q2 2025 Reduced 1.33%
$0
$11.4 Million 5.82% of portfolio
20,734
Q2 2025 New
$0
$9.04 Million 4.6% of portfolio
55,442
Q2 2025 New
$0
$8.97 Million 4.56% of portfolio
140,061
Q2 2025 New
$0
$8.58 Million 4.36% of portfolio
219,617
Q2 2025 New
$0
$8.42 Million 4.28% of portfolio
76,448
Q2 2025 Reduced 6.67%
$0
$8.37 Million 4.26% of portfolio
33,965
Q2 2025 New
$0
$7.42 Million 3.77% of portfolio
20,259
Q2 2025 New
$0
$7.19 Million 3.66% of portfolio
47,824
Q2 2025 New
$0
$4.6 Million 2.34% of portfolio
37,926
Q2 2025 New
$0
$4.07 Million 2.07% of portfolio
63,421
Q2 2025 Added 99.04%
$0
$2.76 Million 1.4% of portfolio
52,617
Q2 2025 New
$0
$2.58 Million 1.31% of portfolio
23,603
Q2 2025 New
$0
$2.19 Million 1.11% of portfolio
43,489
Q2 2025 New
$0
$2.04 Million 1.04% of portfolio
18,696
Q2 2025 New
$0
$1.91 Million 0.97% of portfolio
14,874
Q2 2025 New
$0
$950,000 0.48% of portfolio
21,177
Q2 2025 Reduced 23.3%
$0
$947,000 0.48% of portfolio
25,053
Q2 2025 Added 5.84%
$0
$920,000 0.47% of portfolio
14,934
Q2 2025 Reduced 1.2%
$0
$836,000 0.43% of portfolio
40,288
Q2 2025 New
$0
$825,000 0.42% of portfolio
17,559
Q2 2025 Reduced 8.1%
$0
$809,000 0.41% of portfolio
36,430
Q2 2025 Reduced 90.48%
$0
$816,000 0.41% of portfolio
15,980
Q2 2025 Reduced 9.12%
$0
$783,000 0.4% of portfolio
32,124
Q2 2025 Reduced 43.49%
$0
$787,000 0.4% of portfolio
8,220
Q2 2025 Reduced 9.6%
$0
$449,000 0.23% of portfolio
4,784
Q2 2025 Added 1.33%
$0
$437,000 0.22% of portfolio
5,805
Q2 2025 New
$0
$427,000 0.22% of portfolio
5,384
Q2 2025 Added 1.57%
$0
$413,000 0.21% of portfolio
6,132
Q2 2025 Reduced 42.6%
$0
$0 0.0% of portfolio
73,037
Q2 2025 New
$0
$0 0.0% of portfolio
36,405
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $197 Million
  • Prior Value $182 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Win Advisors, Inc Portfolio

Follow Win Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Win Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Win Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email