Fund HoldingsWIN ADVISORS, INC

Total Portfolio Value
$194.67M
Total Bought
$145.31M
Total Sold
$157.26M
Net Transaction
-$11.94M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SPDR SER TR
ST STR R1K LOWV
072,947+72,947012,6966.52%+12,696
ISHARES TR
HDG MSCI EAFE
0334,071+334,071012,1236.23%+12,123
PACER FDS TR
US LRG CP CASH
0378,572+378,572011,6565.99%+11,656
SPDR SER TR
ST STR P500ETF
0159,544+159,544010,4925.39%+10,492
WISDOMTREE TR(WT)0102,291+102,291010,1435.21%+10,143
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
0141,512+141,51209,3884.82%+9,388
WISDOMTREE TR(WT)0112,987+112,98708,9684.61%+8,968
WISDOMTREE TR(WT)41,271382,502+341,2319278,5494.39%+7,622
INVESCO EXCH TRADED FD TR II0183,597+183,59705,5672.86%+5,567
SPDR SER TR
ST STR BLO 1 ETF
43,62098,882+55,2623,9889,0704.66%+5,082
SCHWAB STRATEGIC TR0147,257+147,25704,1172.12%+4,117
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
4,83147,364+42,5334914,5492.34%+4,057
WISDOMTREE TR(WT)048,143+48,14303,8451.98%+3,845
VANGUARD WORLD FD
ENERGY ETF
023,332+23,33203,0261.55%+3,026
SPDR SER TR
ST STR SP INS
048,974+48,97402,9641.52%+2,964
SELECT SECTOR SPDR TR
ST STR DISCR ETF
014,923+14,92302,9471.51%+2,947
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
022,118+22,11802,9251.50%+2,925
SPDR INDEX SHS FDS
ST STR MSCI EAFE
033,263+33,26302,6261.35%+2,626
ALPS ETF TR
OSHARES US QUALT
047,804+47,80402,5441.31%+2,544
ISHARES TR
MSCI USA QLT FCT
2,39517,322+14,9274272,9601.52%+2,534
FIRST TR MORNINGSTAR DIVID L044,063+44,06301,9140.98%+1,914
ISHARES TR
U S EQUITY FACTR
031,864+31,86401,8440.95%+1,844
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
031,400+31,40001,7700.91%+1,770
AMGEN INC(AMGN)03,241+3,24101,0100.52%+1,010
MEDTRONIC PLC(MDT)011,107+11,10709980.51%+998
JPMORGAN CHASE & CO.(JPM)04,004+4,00409820.50%+982
NEWMONT CORP(NEM)019,881+19,88109600.49%+960
SCHWAB STRATEGIC TR18,71256,846+38,1344501,3840.71%+933
APTIV PLC(APTV)015,617+15,61709290.48%+929
STARBUCKS CORP(SBUX)09,349+9,34909170.47%+917
APPLE INC(AAPL)04,061+4,06109020.46%+902
VANGUARD MALVERN FDS017,984+17,98408970.46%+897
ISHARES U S ETF TR
SHOR DURA BD ETF
017,584+17,58408950.46%+895
WISDOMTREE TR(WT)020,438+20,43808880.46%+888
PIMCO ETF TR
ENHNCD LW DUR AC
09,093+9,09308730.45%+873
YUM BRANDS INC(YUM)05,430+5,43008540.44%+854
DEXCOM INC(DXCM)011,701+11,70107990.41%+799
WISDOMTREE TR(WT)09,739+9,73904230.22%+423
INVESCO EXCH TRADED FD TR II05,566+5,56604160.21%+416
ISHARES TR
MSCI INTL QUALTY
09,094+9,09403610.19%+361
ISHARES TR
MSCI USA MIN ETF
96,72494,822-1,9028,5888,8814.56%+293
TIMOTHY PLAN22,96523,670+7058358900.46%+56
INVESCO EXCH TRADED FD TR II14,53115,116+5858849330.48%+49
TIMOTHY PLAN27,20727,610+4031,1651,1720.60%+7
JANUS DETROIT STR TR
HENDERSN CAP ETF
9,92610,683+7576516500.33%-0
SSGA ACTIVE ETF TR
ST STR GLOBA ETF
19,90219,106-7968798560.44%-23
LEGG MASON ETF INVT5,2865,301+153983700.19%-28
BROADCOM INC(AVGO)4,9055,089+1841,1378520.44%-285
ISHARES TR6,9206,775-1452,7792,4461.26%-333
DBX ETF TR7,7470-7,7474180-418
ISHARES TR7,6490-7,6494300-430
SPDR SER TR
ST TERM HIGH ETF
35,0240-35,0248840-884
ISHARES TR
TRS FLT RT BD
17,9090-17,9099040-904
SSGA ACTIVE ETF TR
ST STR INCOM ETF
29,2450-29,2459150-915
ISHARES U S ETF TR
SHOR MAT MUN ETF
18,4580-18,4589220-922
ISHARES TR84,47881,913-2,5658,5777,6043.91%-973
TEXAS INSTRS INC(TXN)5,3650-5,3651,0060-1,006
BIOGEN INC(BIIB)6,6860-6,6861,0220-1,022
ULTA BEAUTY INC(ULTA)2,3860-2,3861,0380-1,038
MSCI INC(MSCI)1,7610-1,7611,0570-1,057
ROYAL CARIBBEAN GROUP
COM
4,6960-4,6961,0830-1,083
DECKERS OUTDOOR CORP(DECK)5,3970-5,3971,0960-1,096
GENERAL MTRS CO(GM)20,6120-20,6121,0980-1,098
ERIE INDTY CO(ERIE)2,6830-2,6831,1060-1,106
LULULEMON ATHLETICA INC(LULU)2,9550-2,9551,1300-1,130
SPDR SER TR
ST STR P500GRW
21,7520-21,7521,9120-1,912
FIRST TR EXCHANGE-TRADED FD8,3960-8,3962,0420-2,042
SCHWAB STRATEGIC TR215,816151,359-64,4576,0153,7901.95%-2,225
ISHARES TR26,6180-26,6182,3850-2,385
BNY MELLON ETF TRUST
US LRG CP CORE
24,1260-24,1262,7040-2,704
JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP
40,6440-40,6442,8310-2,831
AMERICAN CENTY ETF TR29,0330-29,0333,0150-3,015
ISHARES TR30,0800-30,0803,0180-3,018
WISDOMTREE TR(WT)60,0320-60,0323,0210-3,021
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
28,8010-28,8013,0410-3,041
NUSHARES ETF TR
NUVEEN ESG LRGCP
48,0324,721-43,3114,1233700.19%-3,753
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
36,0500-36,0503,8790-3,879
VANGUARD WORLD FD12,3070-12,3074,2260-4,226
ISHARES TR32,1300-32,1304,4770-4,477
INVESCO EXCH TRADED FD TR II105,11828,681-76,4379,9872,6541.36%-7,333
AMERICAN CENTY ETF TR198,578128,399-70,17919,79812,0276.18%-7,771
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
177,0870-177,0878,8470-8,847
FRANKLIN TEMPLETON ETF TR
US LRG CP MLTFCT
154,1540-154,1549,0400-9,040
SPDR SER TR
ST STR CONV ETF
119,5360-119,5369,3110-9,311
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
75,9140-75,91410,4950-10,495
FIDELITY COVINGTON TRUST233,9330-233,93310,8220-10,822
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
106,8800-106,88011,0410-11,041
ISHARES TR51,3760-51,37612,0870-12,087
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
99,1610-99,16112,2490-12,249
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