Fund Holdings — WIN ADVISORS, INC

Total Portfolio Value
$205.47M
Total Bought
$97.46M
Total Sold
$83.42M
Net Transaction
+$14.03M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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INVESCO EXCH TRADED FD TR II43,489133,510+90,0212,62616,1637.87%+13,537
ISHARES TR33,96571,144+37,1798,37319,4699.48%+11,096
AMERICAN CENTY ETF TR18,696101,651+82,9552,04312,2435.96%+10,200
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
23,603104,549+80,9462,57712,5986.13%+10,021
SPDR SERIES TRUST
ST STR P500GRW
045,938+45,93804,8012.34%+4,801
VANGUARD INDEX FDS34,28641,242+6,95615,03119,7809.63%+4,749
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
034,512+34,51204,5722.23%+4,572
SCHWAB STRATEGIC TR0102,882+102,88202,7101.32%+2,710
FIRST TR EXCHANGE-TRADED FD011,052+11,05202,5381.24%+2,538
SELECT SECTOR SPDR TR
ST STR SVC ETF
021,246+21,24602,5151.22%+2,515
SPDR SERIES TRUST
ST STR BLO 1 ETF
026,494+26,49402,4311.18%+2,431
FIDELITY COVINGTON TRUST039,904+39,90402,1411.04%+2,141
ISHARES TR04,490+4,49002,1031.02%+2,103
ISHARES TR011,399+11,39901,8930.92%+1,893
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
042,407+42,40701,8630.91%+1,863
AMPHENOL CORP NEW013,712+13,71201,6970.83%+1,697
TERADYNE INC(TER)08,967+8,96701,2340.60%+1,234
APTIV PLC(APTV)013,064+13,06401,1260.55%+1,126
APPLIED MATLS INC05,415+5,41501,1090.54%+1,109
MICROSOFT CORP(MSFT)02,087+2,08701,0810.53%+1,081
CROWN CASTLE INC(CCI)011,166+11,16601,0770.52%+1,077
BLACKSTONE INC(BX)06,243+6,24301,0670.52%+1,067
LENNAR CORP(LEN)07,564+7,56409530.46%+953
SPDR SERIES TRUST
ST STR CONV ETF
010,153+10,15309190.45%+919
ISHARES TR
MSCI USA MIN ETF
09,450+9,45008990.44%+899
WISDOMTREE TR(WT)140,061140,826+7658,9659,7094.73%+743
JANUS DETROIT STR TR
HENDERSN CAP ETF
6,13214,188+8,0564141,0610.52%+647
NVIDIA CORPORATION(NVDA)03,210+3,21005990.29%+599
TIMOTHY PLAN21,17733,438+12,2619511,5480.75%+597
ISHARES TR76,44874,321-2,1278,4178,9724.37%+555
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
02,157+2,15705090.25%+509
SALESFORCE INC(CRM)02,140+2,14005070.25%+507
AMERICAN CENTY ETF TR06,444+6,44404980.24%+498
BLACKROCK INC(BLK)0414+41404830.23%+483
THE CIGNA GROUP(CI)01,663+1,66304790.23%+479
CORNING INC(GLW)05,840+5,84004790.23%+479
PACER FDS TR
US LRG CP CASH
012,911+12,91104690.23%+469
THERMO FISHER SCIENTIFIC INC(TMO)0944+94404580.22%+458
LOCKHEED MARTIN CORP(LMT)0913+91304560.22%+456
AUTODESK INC01,421+1,42104510.22%+451
INTERNATIONAL BUSINESS MACHS(IBM)01,532+1,53204320.21%+432
PROGRESSIVE CORP(PGR)01,587+1,58703920.19%+392
EBAY INC.(EBAY)04,083+4,08303710.18%+371
SCHWAB STRATEGIC TR32,12447,027+14,9037831,1470.56%+364
MICRON TECHNOLOGY INC(MU)10,3469,320-1,0261,2751,5590.76%+284
PIMCO ETF TR
ENHNCD LW DUR AC
8,2208,918+6987888570.42%+70
ISHARES U S ETF TR
SHOR DURA BD ETF
15,98017,172+1,1928178810.43%+64
WISDOMTREE TR(WT)36,43038,536+2,1068108670.42%+57
WISDOMTREE TR(WT)8,6278,608-194534940.24%+40
MONOLITHIC PWR SYS INC(MPWR)1,4281,144-2841,0441,0530.51%+9
TIMOTHY PLAN25,05318,189-6,8649477150.35%-232
SELECT SECTOR SPDR TR
ST STR FINL ETF
52,61744,255-8,3622,7562,3841.16%-372
LEGG MASON ETF INVT5,3840-5,3844270—-427
GLOBAL X FDS
S&P 500 CATHOLIC
5,8050-5,8054380—-438
NUSHARES ETF TR
NUVEEN ESG LRGCP
4,7840-4,7844490—-449
SCHWAB STRATEGIC TR795,956707,571-88,38523,25022,57910.99%-671
BROADCOM INC(AVGO)4,2481,265-2,9831,1714170.20%-754
SSGA ACTIVE ETF TR
ST STR GLOBA ETF
17,5590-17,5598250—-825
ISHARES TR
MRNGSTR INC ETF
40,2880-40,2888360—-836
INVESCO EXCH TRADED FD TR II14,9340-14,9349210—-921
TRANE TECHNOLOGIES PLC(TT)2,2380-2,2389790—-979
GE AEROSPACE(GE)3,8150-3,8159820—-982
HOWMET AEROSPACE INC(HWM)5,5390-5,5391,0310—-1,031
PALANTIR TECHNOLOGIES INC(PLTR)7,7970-7,7971,0630—-1,063
VISTRA CORP(VST)5,7940-5,7941,1230—-1,123
META PLATFORMS INC(META)1,5410-1,5411,1370—-1,137
QUANTA SVCS INC3,0850-3,0851,1660—-1,166
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
121,061103,315-17,74614,21712,9586.31%-1,260
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
14,8740-14,8741,9130—-1,913
VANGUARD WORLD FD20,25912,926-7,3337,4185,2022.53%-2,217
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
36,4050-36,4052,7110—-2,711
FIRST TR EXCHANGE TRADED FD
NASDAQ TRANSN
86,5010-86,5012,7350—-2,735
INVESCO EXCHANGE TRADED FD T
S&P 500A EQL
73,0370-73,0372,7940—-2,794
ISHARES TR
U S EQUITY FACTR
63,4210-63,4214,0670—-4,067
ISHARES TR47,82417,951-29,8737,1932,9541.44%-4,239
ISHARES TR43,9020-43,9024,2540—-4,254
GOLDMAN SACHS ETF TR37,9260-37,9264,6040—-4,604
ISHARES TR219,6170-219,6178,5800—-8,580
SPDR SERIES TRUST
ST STR MSCI USAQ
55,4420-55,4429,0420—-9,042
AMERICAN CENTY ETF TR126,68739,773-86,91413,8244,5502.21%-9,274
INVESCO QQQ TR20,7340-20,73411,4380—-11,438
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WIN ADVISORS, INC — 13F Holdings — Q3 2025 | TickerTrail