Win Advisors, Inc Portfolio Holdings

Win Advisors, Inc

  • $201 Million
  • Q4 2024

Win Advisors, Inc has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $201 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Stoxx Us with a value of $19.8M, Invesco Exchange Traded Fd Tr with a value of $12.2M, Ishares Tr Russell 200 Growth with a value of $12.1M, Vanguard Russell 1000 Growth E with a value of $11M, and Fidelity Covington Tr Blue Chi with a value of $10.8M.

Examining the 13F form we can see an decrease of $1.51M in the current position value, from $203M to 201M.

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

Portfolio value $201 Million
ETFs: $190 Million
Consumer Cyclical: $5.44 Million
Technology: $2.18 Million
Financial Services: $2.16 Million
Healthcare: $1.02 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.6B
$1.14 Million 0.57% of portfolio
4,905
Q4 2024 New
$50.7B
$1.13 Million 0.56% of portfolio
2,955
Q4 2024 New
$70.3B
$1.1 Million 0.55% of portfolio
20,612
Q4 2024 New
$18.6B
$1.11 Million 0.55% of portfolio
2,683
Q4 2024 New
$68B
$1.08 Million 0.54% of portfolio
4,696
Q4 2024 New
$47.7B
$1.06 Million 0.52% of portfolio
1,761
Q4 2024 New
$21.1B
$1.04 Million 0.52% of portfolio
2,386
Q4 2024 New
$177B
$1.04 Million 0.52% of portfolio
5,365
Q4 2024 New
$20.7B
$1.02 Million 0.51% of portfolio
6,686
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $201 Million
  • Prior Value $203 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 37 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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