Fund Holdings — WIN ADVISORS, INC

Total Portfolio Value
$223.97M
Total Bought
$163.75M
Total Sold
$162.10M
Net Transaction
+$1.65M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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INVESCO QQQ TR034,352+34,352016,4587.35%+16,458
ISHARES TR042,595+42,595015,5266.93%+15,526
VANGUARD INDEX FDS041,087+41,087015,3676.86%+15,367
FIDELITY COMWLTH TR0180,511+180,511012,6235.64%+12,623
VANGUARD WORLD FD060,911+60,911012,0175.37%+12,017
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
0239,815+239,815011,5235.14%+11,523
FRANKLIN TEMPLETON ETF TR
US LRG CP MLTFCT
0182,514+182,514010,1444.53%+10,144
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
0107,783+107,783010,1114.51%+10,111
GOLDMAN SACHS ETF TR0133,221+133,22109,9604.45%+9,960
INVESCO EXCH TRADED FD TR II9,57771,798+62,2214256,2792.80%+5,854
SCHWAB STRATEGIC TR117,538164,111+46,57310,89816,5497.39%+5,651
ISHARES TR048,564+48,56404,4942.01%+4,494
ISHARES TR015,754+15,75404,1641.86%+4,164
VANGUARD WORLD FD011,213+11,21303,5231.57%+3,523
JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP
046,133+46,13302,9991.34%+2,999
FIDELITY COVINGTON TRUST034,204+34,20402,7711.24%+2,771
FIDELITY COVINGTON TRUST040,108+40,10802,7511.23%+2,751
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
025,985+25,98502,7411.22%+2,741
SPDR SER TR
ST STR BLO 1 ETF
13,84343,275+29,4321,2713,9721.77%+2,701
VANGUARD WORLD FD
INF TECH ETF
03,398+3,39801,9590.87%+1,959
WISDOMTREE TR(WT)023,736+23,73601,1940.53%+1,194
ISHARES U S ETF TR
SHOR DURA BD ETF
023,353+23,35301,1750.52%+1,175
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
062,791+62,79101,1530.52%+1,153
ALPHABET INC(GOOG)03,225+3,22505870.26%+587
NEWMONT CORP(NEM)013,907+13,90705820.26%+582
ETSY INC(ETSY)09,279+9,27905470.24%+547
TRANSDIGM GROUP INC(TDG)0425+42505430.24%+543
HEWLETT PACKARD ENTERPRISE C(HPE)025,102+25,10205310.24%+531
ANALOG DEVICES INC(ADI)02,278+2,27805200.23%+520
AIR PRODS & CHEMS INC01,928+1,92804980.22%+498
NUSHARES ETF TR
NUVEEN ESG LRGCP
05,939+5,93904820.22%+482
ISHARES TR05,203+5,20304240.19%+424
ALPS ETF TR
OSHARES US QUALT
08,356+8,35604150.19%+415
ISHARES TR
ESG MSCI LEADR
03,973+3,97303870.17%+387
EATON CORP PLC(ETN)6891,847+1,1582155790.26%+364
SCHWAB STRATEGIC TR9,36115,789+6,4284517600.34%+309
APPLIED MATLS INC1,3762,284+9082845390.24%+255
ISHARES TR02,154+2,15402380.11%+238
NVIDIA CORPORATION(NVDA)5085,394+4,8864596660.30%+207
SPDR SER TR
ST STR P500GRW
84,67379,001-5,6726,1946,3302.83%+136
INVESCO EXCH TRADED FD TR II19,39818,317-1,0811,0941,0120.45%-82
JANUS DETROIT STR TR
HENDERSN CAP ETF
8,2666,295-1,9715003720.17%-128
TIMOTHY PLAN31,30128,590-2,7111,1321,0000.45%-132
TIMOTHY PLAN27,61524,551-3,0641,1639960.44%-167
AMERICAN CENTY ETF TR2,4280-2,4282010—-201
ADVANCED MICRO DEVICES INC(AMD)1,4490-1,4492620—-262
AVERY DENNISON CORP1,3260-1,3262960—-296
PROGRESSIVE CORP(PGR)1,5200-1,5203140—-314
VALERO ENERGY CORP(VLO)1,8480-1,8483150—-315
NRG ENERGY INC(NRG)4,8550-4,8553290—-329
BROADCOM INC(AVGO)2490-2493300—-330
GAP INC(GAP)14,0570-14,0573870—-387
LEGG MASON ETF INVT5,8060-5,8063900—-390
WISDOMTREE TR(WT)5,4620-5,4624160—-416
ISHARES TR3,8340-3,8344190—-419
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,0180-2,0184200—-420
ISHARES TR6,1000-6,1004310—-431
UNITED RENTALS INC(URI)6470-6474670—-467
WISDOMTREE TR(WT)518,394485,240-33,15411,44610,8214.83%-625
ISHARES TR
TRS FLT RT BD
24,5280-24,5281,2430—-1,243
WISDOMTREE TR(WT)22,5050-22,5051,2470—-1,247
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
24,8620-24,8621,2540—-1,254
SPDR SER TR
ST STR CONV ETF
17,3140-17,3141,2650—-1,265
SSGA ACTIVE ETF TR
ST STR INCOM ETF
41,1420-41,1421,2840—-1,284
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
38,3550-38,3552,0210—-2,021
FIDELITY COVINGTON TRUST59,7560-59,7562,9620—-2,962
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
21,9890-21,9892,9650—-2,965
ISHARES TR136,001101,674-34,32715,94112,9615.79%-2,979
VANGUARD INDEX FDS12,4340-12,4342,9810—-2,981
SELECT SECTOR SPDR TR
ST STR FINL ETF
70,8720-70,8722,9850—-2,985
SPDR SER TR
ST STR PR SP1500
47,1650-47,1653,0260—-3,026
SPDR SER TR
ST STR SP TRANS
35,8090-35,8093,0360—-3,036
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
34,8870-34,8873,1150—-3,115
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
99,6430-99,6434,1980—-4,198
ISHARES TR61,84030,337-31,50312,0656,5082.91%-5,557
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
62,4440-62,4446,1680—-6,168
SPDR SER TR
ST STR P500ETF
175,60463,340-112,26410,8054,0541.81%-6,751
VANGUARD WELLINGTON FD49,6800-49,6807,5160—-7,516
SPDR SER TR
ST STR NYSE TECH
66,1530-66,15312,0660—-12,066
AMERICAN CENTY ETF TR145,5320-145,53212,3620—-12,362
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
103,3150-103,31512,7370—-12,737
FIDELITY COVINGTON TRUST387,94650,903-337,04314,9242,1600.96%-12,764
ISHARES TR
MSCI USA MMENTM
68,7040-68,70412,8720—-12,872
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
142,6600-142,66015,1920—-15,192
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
133,3280-133,32815,3140—-15,314
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WIN ADVISORS, INC — 13F Holdings — Q2 2024 | TickerTrail