Fund HoldingsWIN ADVISORS, INC

Total Portfolio Value
$227.00M
Total Bought
$191.88M
Total Sold
$186.50M
Net Transaction
+$5.38M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR0136,001+136,001015,9417.02%+15,941
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
0133,328+133,328015,3146.75%+15,314
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
0142,660+142,660015,1926.69%+15,192
FIDELITY COVINGTON TRUST0387,946+387,946014,9246.57%+14,924
ISHARES TR
MSCI USA MMENTM
068,704+68,704012,8725.67%+12,872
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
0103,315+103,315012,7375.61%+12,737
AMERICAN CENTY ETF TR0145,532+145,532012,3625.45%+12,362
SPDR SER TR
ST STR NYSE TECH
066,153+66,153012,0665.32%+12,066
WISDOMTREE TR(WT)0518,394+518,394011,4465.04%+11,446
SCHWAB STRATEGIC TR16,728117,538+100,8101,38810,8984.80%+9,510
VANGUARD WELLINGTON FD049,680+49,68007,5163.31%+7,516
SPDR SER TR
ST STR P500GRW
084,673+84,67306,1942.73%+6,194
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
062,444+62,44406,1682.72%+6,168
INVESCO EXCH TRADED FD TR II061,718+61,71804,9512.18%+4,951
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
099,643+99,64304,1981.85%+4,198
SPDR SER TR
ST STR SP TRANS
035,809+35,80903,0361.34%+3,036
SPDR SER TR
ST STR PR SP1500
047,165+47,16503,0261.33%+3,026
VANGUARD INDEX FDS012,434+12,43402,9811.31%+2,981
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
021,989+21,98902,9651.31%+2,965
FIDELITY COVINGTON TRUST059,756+59,75602,9621.30%+2,962
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
038,355+38,35502,0210.89%+2,021
SSGA ACTIVE ETF TR
ST STR INCOM ETF
041,142+41,14201,2840.57%+1,284
SELECT SECTOR SPDR TR
ST STR FINL ETF
45,58870,872+25,2841,7142,9851.32%+1,271
SPDR SER TR
ST STR BLO 1 ETF
013,843+13,84301,2710.56%+1,271
SPDR SER TR
ST STR CONV ETF
017,314+17,31401,2650.56%+1,265
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
024,862+24,86201,2540.55%+1,254
WISDOMTREE TR(WT)022,505+22,50501,2470.55%+1,247
ISHARES TR
TRS FLT RT BD
024,528+24,52801,2430.55%+1,243
ISHARES TR65,41061,840-3,57011,46112,0655.31%+604
UNITED RENTALS INC(URI)0647+64704670.21%+467
ISHARES TR06,100+6,10004310.19%+431
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,018+2,01804200.19%+420
ISHARES TR03,834+3,83404190.18%+419
LEGG MASON ETF INVT05,806+5,80603900.17%+390
NRG ENERGY INC(NRG)04,855+4,85503290.14%+329
VALERO ENERGY CORP(VLO)01,848+1,84803150.14%+315
PROGRESSIVE CORP(PGR)01,520+1,52003140.14%+314
AVERY DENNISON CORP01,326+1,32602960.13%+296
APPLIED MATLS INC01,376+1,37602840.13%+284
NVIDIA CORPORATION(NVDA)478508+302374590.20%+222
EATON CORP PLC(ETN)0689+68902150.09%+215
AMERICAN CENTY ETF TR02,428+2,42802010.09%+201
TIMOTHY PLAN27,00427,615+6111,0321,1630.51%+131
TIMOTHY PLAN30,55231,301+7491,0121,1320.50%+120
INVESCO EXCH TRADED FD TR II18,94619,398+4521,0081,0940.48%+87
JANUS DETROIT STR TR
HENDERSN CAP ETF
8,1438,266+1234805000.22%+19
SCHWAB STRATEGIC TR9,1079,361+2544414510.20%+10
ADVANCED MICRO DEVICES INC(AMD)2,0171,449-5682972620.12%-36
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
40,75034,887-5,8633,1663,1151.37%-51
GAP INC(GAP)24,14814,057-10,0915053870.17%-118
BROADCOM INC(AVGO)426249-1774763300.15%-146
KEYCORP(KEY)12,3620-12,3621780-178
CVS HEALTH CORP(CVS)2,6680-2,6682110-211
MONSTER BEVERAGE CORP NEW(MNST)3,8640-3,8642230-223
ARISTA NETWORKS INC9830-9832320-232
APPLE INC(AAPL)1,2180-1,2182350-235
AMAZON COM INC(AMZN)1,9330-1,9332940-294
INVESCO EXCH TRD SLF IDX FD
BLOO PRI PWR ETF
5,0810-5,0813680-368
ALPS ETF TR
OSHARES US QUALT
8,6350-8,6353980-398
CHIPOTLE MEXICAN GRILL INC(CMG)1760-1764030-403
VANGUARD INDEX FDS1,3110-1,3114080-408
VANGUARD INDEX FDS1,7380-1,7384200-420
INVESCO EXCH TRADED FD TR II5,8150-5,8154790-479
SPDR SER TR
ST STR P500ETF
206,399175,604-30,79511,53810,8054.76%-733
PIMCO ETF TR
ENHNCD LW DUR AC
14,6300-14,6301,3860-1,386
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
28,8450-28,8451,3940-1,394
ISHARES U S ETF TR
SHOR MAT MUN ETF
27,9840-27,9841,3990-1,399
SSGA ACTIVE ETF TR
ST STR GLOBA ETF
34,6520-34,6521,4360-1,436
ISHARES TR
MRNGSTR INC ETF
71,8200-71,8201,4450-1,445
ISHARES TR35,1530-35,1531,4590-1,459
ISHARES TR
HDG MSCI EAFE
51,3020-51,3021,6170-1,617
VANGUARD WORLD FDS
INF TECH ETF
3,6740-3,6741,7780-1,778
VANGUARD INDEX FDS10,8470-10,8471,7840-1,784
ISHARES TR31,1370-31,1372,1120-2,112
FIDELITY COVINGTON TRUST128,3650-128,3652,9580-2,958
PROSHARES TR
S&P 500 DV ARIST
31,0940-31,0942,9600-2,960
VANGUARD WORLD FDS
CONSUM DIS ETF
9,8980-9,8983,0140-3,014
SPDR DOW JONES INDL AVERAGE(DIA)8,0360-8,0363,0290-3,029
FIDELITY COVINGTON TRUST56,5890-56,5893,0300-3,030
VANGUARD WORLD FD11,6920-11,6923,0340-3,034
SPDR SER TR
ST STR R1K LOWV
26,8940-26,8943,9000-3,900
GOLDMAN SACHS ETF TR41,9860-41,9863,9390-3,939
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
26,1550-26,1554,1270-4,127
INVESCO QQQ TR10,6170-10,6174,3480-4,348
VANECK ETF TRUST
MRNGSTR WDE MOAT
68,3030-68,3035,7970-5,797
ISHARES TR129,9560-129,95610,6620-10,662
ISHARES TR316,5950-316,59511,4450-11,445
INVESCO EXCH TRADED FD TR II481,5070-481,50711,5750-11,575
SCHWAB STRATEGIC TR158,4980-158,49812,0660-12,066
WISDOMTREE TR(WT)218,9565,462-213,49415,3884160.18%-14,972
INVESCO EXCH TRADED FD TR II371,7939,577-362,21615,7684250.19%-15,343
ISHARES TR210,1620-210,16224,1880-24,188
INVESCO EXCHANGE TRADED FD T
DJ INDL AVG DV
538,2350-538,23524,7700-24,770
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