Fund HoldingsWIN ADVISORS, INC

Total Portfolio Value
$218.63M
Total Bought
$182.36M
Total Sold
$201.57M
Net Transaction
-$19.21M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
0126,940+126,940015,9867.31%+15,986
ISHARES TR0165,387+165,387014,8626.80%+14,862
HARBOR ETF TRUST
COMM ALL WEA ETF
0469,067+469,067014,5466.65%+14,546
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0269,483+269,483011,4645.24%+11,464
BNY MELLON ETF TRUST
US LRG CP CORE
078,689+78,68909,8214.49%+9,821
SSGA ACTIVE ETF TR
ST STR GLOBA ETF
0181,914+181,91409,0054.12%+9,005
SPDR SERIES TRUST
ST STR CONV ETF
096,539+96,53908,8354.04%+8,835
VANGUARD WELLINGTON FD12,99655,549+42,5532,48610,9495.01%+8,463
WISDOMTREE TR(WT)075,972+75,97208,2983.80%+8,298
ISHARES TR
MSCI USA MIN ETF
087,613+87,61308,1253.72%+8,125
ISHARES TR032,293+32,29308,0363.68%+8,036
SCHWAB STRATEGIC TR0201,790+201,79006,1912.83%+6,191
SPDR SERIES TRUST
ST STR BLO 1 ETF
4,02155,047+51,0263675,0452.31%+4,677
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
0127,600+127,60003,6631.68%+3,663
ISHARES TR
MSCI USA MMENTM
013,013+13,01303,1231.43%+3,123
GE VERNOVA INC(GEV)03,499+3,49903,0541.40%+3,054
CIENA CORP(CIEN)07,099+7,09902,7561.26%+2,756
FREEPORT MCMORAN INC(FCX)044,216+44,21602,5991.19%+2,599
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
035,103+35,10302,3841.09%+2,384
BLACKROCK ETF TRUST
ISHARES US EQUIT
038,779+38,77902,2561.03%+2,256
JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP
026,767+26,76702,0950.96%+2,095
CORNING INC(GLW)12,84122,090+9,2491,1243,0041.37%+1,879
FIRST TR EXCHANGE-TRADED FD035,364+35,36401,7960.82%+1,796
SELECT SECTOR SPDR TR
ST STR STAPL ETF
021,338+21,33801,7490.80%+1,749
ISHARES TR
HDG MSCI EAFE
040,237+40,23701,7100.78%+1,710
OLD DOMINION FREIGHT LINE IN(ODFL)08,178+8,17801,5980.73%+1,598
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
012,011+12,01101,5760.72%+1,576
FEDEX CORP(FDX)04,141+4,14101,4750.67%+1,475
OCCIDENTAL PETE CORP(OXY)022,576+22,57601,4670.67%+1,467
TARGA RES CORP(TRGP)05,203+5,20301,3050.60%+1,305
CANADIAN NAT RES LTD MED TER(CNQ)026,037+26,03701,2690.58%+1,269
JABIL INC(JBL)04,607+4,60701,2240.56%+1,224
MASTEC INC(MTZ)03,781+3,78101,2160.56%+1,216
CHENIERE ENERGY INC(LNG)04,062+4,06201,1530.53%+1,153
TELEDYNE TECHNOLOGIES INC(TDY)01,728+1,72801,0450.48%+1,045
VANGUARD MALVERN FDS020,533+20,53301,0260.47%+1,026
WISDOMTREE TR(WT)023,305+23,30501,0130.46%+1,013
SSGA ACTIVE ETF TR
ST STR REAL ETF
027,722+27,72201,0020.46%+1,002
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
020,107+20,10701,0020.46%+1,002
TERADYNE INC(TER)5,6245,652+281,0891,6760.77%+587
TIMOTHY PLAN016,241+16,24105850.27%+585
NORTHERN LTS FD TR IV
INSPIRE 500 ETF
02,294+2,29405750.26%+575
GOLDMAN SACHS ETF TR05,270+5,27004720.22%+472
DIREXION SHARES ETF TRUST
NASDAQ 100 EQ WT
04,673+4,67304600.21%+460
ISHARES TR08,323+8,32304590.21%+459
GMO ETF TRUST
US QUALITY ETF
012,532+12,53204530.21%+453
LOCKHEED MARTIN CORP(LMT)1,8872,242+3559131,3550.62%+443
ISHARES TR
ESG MSCI LEADR
03,775+3,77504290.20%+429
VERTIV HOLDINGS CO(VRT)5,5415,082-4598981,2730.58%+376
KEYSIGHT TECHNOLOGIES INC(KEYS)3,8414,005+1647801,1310.52%+350
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
4,2583,822-4361,1731,4970.68%+325
CHEVRON CORPORATION(CVX)01,537+1,53703180.15%+318
LUMENTUM HLDGS INC(LITE)0418+41802940.13%+294
WESTERN DIGITAL CORP(WDC)7,1555,564-1,5911,2331,5050.69%+272
SANDISK CORP(SNDK)0422+42202680.12%+268
AMERICAN ELEC PWR CO INC02,003+2,00302630.12%+263
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
04,987+4,98702500.11%+250
HALLIBURTON CO(HAL)06,324+6,32402470.11%+247
INTEL CORP(INTC)05,570+5,57002460.11%+246
CATERPILLAR INC(CAT)0340+34002410.11%+241
VALERO ENERGY CORP(VLO)0971+97102400.11%+240
PACCAR INC(PCAR)02,066+2,06602390.11%+239
WOODWARD INC(WWD)0663+66302370.11%+237
DELL TECHNOLOGIES INC(DELL)01,387+1,38702280.10%+228
LAM RESEARCH CORP(LRCX)8,5697,641-9281,4671,6330.75%+166
JANUS DETROIT STR TR
HENDERSN CAP ETF
4,3056,866+2,5613174810.22%+164
SCHWAB STRATEGIC TR42,88944,420+1,5311,0451,0780.49%+33
ISHARES TR3,4053,365-404744450.20%-30
PACER FDS TR
US LRG CP CASH
13,08112,543-5384614230.19%-37
TIMOTHY PLAN19,65414,828-4,8267576130.28%-144
TIMOTHY PLAN16,70612,587-4,1197595850.27%-175
MCKESSON CORP(MCK)2440-2442000-200
UNITEDHEALTH GROUP INC(UNH)6150-6152030-203
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)2,4470-2,4472030-203
TRAVELERS COMPANIES INC(TRV)7170-7172080-208
BRISTOL-MYERS SQUIBB CO(BMY)3,9220-3,9222120-212
VANGUARD SPECIALIZED FUNDS9820-9822160-216
GLOBAL X FDS
S&P 500 CATHOLIC
9,9057,081-2,8248145530.25%-261
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
6,1610-6,1612780-278
INVESCO EXCH TRADED FD TR II6,4850-6,4854630-463
SELECT SECTOR SPDR TR
ST STR DISCR ETF
19,00514,378-4,6272,2691,5670.72%-702
ISHARES TR35,30325,295-10,0082,2981,5590.71%-739
INTERNATIONAL BUSINESS MACHS(IBM)2,6970-2,6977990-799
CROWDSTRIKE HLDGS INC(CRWD)1,7220-1,7228070-807
SNOWFLAKE INC(SNOW)3,9410-3,9418640-864
SPDR SERIES TRUST
ST TERM HIGH ETF
34,5630-34,5638750-875
THERMO FISHER SCIENTIFIC INC(TMO)1,5210-1,5218810-881
ANALOG DEVICES INC(ADI)3,2880-3,2888920-892
ISHARES TR
TRS FLT RT BD
17,6730-17,6738920-892
ISHARES TR22,2810-22,2818940-894
ISHARES U S ETF TR
SHOR DURA BD ETF
17,6530-17,6539020-902
ISHARES TR10,9160-10,9169040-904
ISHARES TR
MRNGSTR INC ETF
42,5350-42,5359110-911
INTUITIVE SURGICAL INC1,6290-1,6299230-923
BROADCOM INC(AVGO)2,8450-2,8459850-985
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
13,4660-13,4661,0110-1,011
NVIDIA CORPORATION(NVDA)5,8730-5,8731,0950-1,095
APPLIED MATLS INC8,6273,280-5,3472,2171,1210.51%-1,096
DANAHER CORPORATION(DHR)5,4820-5,4821,2550-1,255
ADVANCED MICRO DEVICES INC(AMD)6,0550-6,0551,2970-1,297
Page 1 of 1