Win Advisors, Inc Portfolio Holdings by Sector
Win Advisors, Inc
- $203 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHG VUG IWY SPMO PWB VONG FDG EPS 32 stocks |
$186,005
91.96% of portfolio
|
  23  
|
  9  
|
  12  
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
MU MPWR NVDA AVGO 4 stocks |
$3,627
1.79% of portfolio
|
  1  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
TER AMAT 2 stocks |
$2,342
1.16% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW 2 stocks |
$2,175
1.08% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,080
0.53% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
CCI 1 stocks |
$1,077
0.53% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$1,066
0.53% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN 1 stocks |
$953
0.47% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM ADSK 2 stocks |
$856
0.42% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX 1 stocks |
$509
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CI 1 stocks |
$479
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$457
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$455
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$432
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$391
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
EBAY 1 stocks |
$371
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|