Fund HoldingsWIN ADVISORS, INC

Total Portfolio Value
$204.17M
Total Bought
$191.27M
Total Sold
$60.12M
Net Transaction
+$131.15M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SCHWAB STRATEGIC TR34,272377,558+343,2862,07927,45613.45%+25,377
ISHARES TR
HDG MSCI EAFE
0497,002+497,002014,9607.33%+14,960
ISHARES TR
ULTRA SHORT DUR
0266,749+266,749013,4396.58%+13,439
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
14,870198,179+183,30986513,5636.64%+12,699
GOLDMAN SACHS ETF TR0119,756+119,756011,9895.87%+11,989
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
0232,954+232,954011,6575.71%+11,657
WISDOMTREE TR(WT)0227,807+227,807011,5595.66%+11,559
PIMCO ETF TR
0-5 HIGH YIELD
0126,177+126,177011,3945.58%+11,394
WISDOMTREE TR(WT)0223,397+223,397011,2415.51%+11,241
VANGUARD INDEX FDS052,660+52,660011,1865.48%+11,186
SPDR SER TR
ST STR R1K LOWV
083,537+83,537011,1545.46%+11,154
ISHARES TR59151,217+50,6263114,8572.38%+4,546
ISHARES TR064,012+64,01204,3802.15%+4,380
WISDOMTREE TR(WT)055,716+55,71604,3492.13%+4,349
SPDR SER TR
ST STR P500VAL
099,282+99,28204,0962.01%+4,096
SELECT SECTOR SPDR TR
ST STR SVC ETF
049,898+49,89803,2721.60%+3,272
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT ENRG
070,582+70,58203,2641.60%+3,264
JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP
059,306+59,30603,1441.54%+3,144
ISHARES TR
MSCI USA MMENTM
011,847+11,84701,6550.81%+1,655
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
055,647+55,64701,5890.78%+1,589
ISHARES U S ETF TR
SHOR DURA BD ETF
030,494+30,49401,5210.75%+1,521
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
014,383+14,38301,5170.74%+1,517
ISHARES TR014,639+14,63901,4740.72%+1,474
WISDOMTREE TR(WT)7,87874,912+67,0342711,6600.81%+1,389
ISHARES TR3,36415,925+12,5612951,6460.81%+1,351
SCHWAB STRATEGIC TR020,850+20,85009990.49%+999
TIMOTHY PLAN024,068+24,06808300.41%+830
INVESCO EXCH TRADED FD TR II015,851+15,85107790.38%+779
TIMOTHY PLAN9,57427,375+17,8013028380.41%+536
ISHARES TR05,327+5,32703920.19%+392
AMERICAN CENTY ETF TR05,775+5,77503890.19%+389
WISDOMTREE TR(WT)09,920+9,92003840.19%+384
WISDOMTREE TR(WT)011,427+11,42703820.19%+382
VANGUARD WORLD FD01,649+1,64903740.18%+374
JANUS DETROIT STR TR
HENDERSN CAP ETF
05,398+5,39802750.13%+275
AKAMAI TECHNOLOGIES INC(AKAM)02,314+2,31402470.12%+247
KLA CORP(KLAC)0531+53102440.12%+244
PROGRESSIVE CORP(PGR)01,561+1,56102170.11%+217
SHERWIN WILLIAMS CO(SHW)0844+84402150.11%+215
OLD DOMINION FREIGHT LINE IN(ODFL)0515+51502110.10%+211
WELLS FARGO CO NEW(WFC)05,096+5,09602080.10%+208
INTUIT(INTU)0397+39702030.10%+203
KEYCORP(KEY)016,862+16,86201810.09%+181
ISHARES TR14,6100-14,610000
SPDR SER TR
ST STR SP TRANS
12,3110-12,311000
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
11,6089,260-2,3484474260.21%-21
ISHARES TR
MRNGSTR INC ETF
13,7280-13,7282220-222
WISDOMTREE TR(WT)6,5290-6,5292320-232
INVESCO EXCH TRADED FD TR II30,8480-30,8482760-276
SPDR INDEX SHS FDS
ST STR MSCI EAFE
5,2600-5,2602870-287
SPDR SER TR
ST STR CONV ETF
5,1240-5,1242930-293
VANECK ETF TRUST
MRNGSTR WDE MOAT
4,4810-4,4813100-310
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
3,7600-3,7603440-344
VANGUARD INDEX FDS2,2750-2,2753680-368
FIRST TR LRGE CP CORE ALPHA
COM SHS
5,4470-5,4473970-397
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
5,9950-5,9954200-420
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
7,2790-7,2794670-467
ISHARES TR10,0480-10,0484920-492
INVESCO QQQ TR1,4560-1,4564950-495
ISHARES TR0008160-816
ISHARES TR0009640-964
VANECK ETF TRUST
OIL SERVICES ETF
4,3720-4,3721,2370-1,237
ISHARES TR21,1033,789-17,3141,9104190.21%-1,491
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
126,8450-126,8451,6680-1,668
WISDOMTREE TR(WT)32,6220-32,6221,7900-1,790
VANGUARD INDEX FDS19,1090-19,1091,9530-1,953
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
14,8150-14,8151,9820-1,982
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
52,3210-52,3212,0060-2,006
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
34,1560-34,1562,1010-2,101
ISHARES TR
MSCI USA QLT FCT
19,8000-19,8002,2250-2,225
INVESCO EXCHANGE TRADED FD T
DJ INDL AVG DV
71,3600-71,3602,4490-2,449
VANGUARD INDEX FDS12,0050-12,0052,8340-2,834
INVESCO EXCH TRADED FD TR II47,1010-47,1013,2900-3,290
SPDR SER TR
ST STR BLO 1 ETF
340,64486,433-254,21138,4037,9363.89%-30,467
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