The Analysis of WIN ADVISORS, INC's Holdings


Currently, WIN ADVISORS, INC holds 74 types of securities in its portfolio with a total value $235.6M. In the most recent quarter, they have increased their positions in MGC (+83.6K shares, valued at $21.0M), FTC (+90.9K shares, valued at $14.5M), IUSG (+77.0K shares, valued at $12.9M); decreased their positions in IWY (-69.5K shares, valued at $19.2M), SPMO (-109.3K shares, valued at $13.0M), VUG (-22.3K shares, valued at $10.9M); initiated new positions in MGC (+83.6K shares, valued at $21.0M), FTC (+90.9K shares, valued at $14.5M), N/A (+20.3K shares, valued at $12.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MGC VANGUARD WORLD FD83.6K sharesnew addition2025-12-312026-02-04history
SPYG SPDR SERIES TRUST154.6K shares236.60%2025-12-312026-02-04history
IUSG ISHARES TR94.9K shares428.85%2025-12-312026-02-04history
FTC FIRST TR EXCHANGE-TRADED ALP90.9K sharesnew addition2025-12-312026-02-04history
SCHG SCHWAB STRATEGIC TR393.4K shares-44.39%2025-12-312026-02-04history
INVESCO QQQ TR INVESCO QQQ TR20.3K sharesnew addition2025-12-312026-02-04history
EPS WISDOMTREE TR143.4K shares1.84%2025-12-312026-02-04history
VONG VANGUARD SCOTTSDALE FDS82.8K shares-20.85%2025-12-312026-02-04history
Sponsored
VUG VANGUARD INDEX FDS19.0K shares-54.02%2025-12-312026-02-04history
FPE FIRST TR EXCH TRADED FD III505.3K sharesnew addition2025-12-312026-02-04history
DGRW WISDOMTREE TR99.9K sharesnew addition2025-12-312026-02-04history
QUAL ISHARES TR36.5K sharesnew addition2025-12-312026-02-04history
MGK VANGUARD WORLD FD16.8K shares29.63%2025-12-312026-02-04history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T98.8K sharesnew addition2025-12-312026-02-04history
QGRO AMERICAN CENTY ETF TR40.3K shares1.22%2025-12-312026-02-04history
GARP ISHARES TR48.3K sharesnew addition2025-12-312026-02-04history
Sponsored
XLK SELECT SECTOR SPDR TR21.5K sharesnew addition2025-12-312026-02-04history
XLG INVESCO EXCHANGE TRADED FD T50.9K sharesnew addition2025-12-312026-02-04history
SPMO INVESCO EXCH TRADED FD TR II24.2K shares-81.86%2025-12-312026-02-04history
VFMO VANGUARD WELLINGTON FD13.0K sharesnew addition2025-12-312026-02-04history
MU MICRON TECHNOLOGY INC8.4K shares-9.56%2025-12-312026-02-04history
IYH ISHARES TR35.3K sharesnew addition2025-12-312026-02-04history
XLY SELECT SECTOR SPDR TR19.0K sharesnew addition2025-12-312026-02-04history
AMAT APPLIED MATLS INC8.6K shares59.32%2025-12-312026-02-04history
Sponsored
APH AMPHENOL CORP NEW16.2K shares18.22%2025-12-312026-02-04history
FDG AMERICAN CENTY ETF TR16.9K shares-83.40%2025-12-312026-02-04history
VGT VANGUARD WORLD FD2.7K sharesnew addition2025-12-312026-02-04history
IWL ISHARES TR11.2K shares-1.60%2025-12-312026-02-04history
CGGR CAPITAL GROUP GROWTH ETF41.8K shares-1.50%2025-12-312026-02-04history
SCHX SCHWAB STRATEGIC TR65.5K shares-36.29%2025-12-312026-02-04history
FXR FIRST TR EXCHANGE TRADED FD19.3K sharesnew addition2025-12-312026-02-04history
LLY ELI LILLY & CO1.4K sharesnew addition2025-12-312026-02-04history
Sponsored
LAM RESEARCH CORP LAM RESEARCH CORP8.6K sharesnew addition2025-12-312026-02-04history
AMD ADVANCED MICRO DEVICES INC6.1K sharesnew addition2025-12-312026-02-04history
DHR DANAHER CORPORATION5.5K sharesnew addition2025-12-312026-02-04history
WDC WESTERN DIGITAL CORP7.2K sharesnew addition2025-12-312026-02-04history
SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL4.3K shares97.40%2025-12-312026-02-04history
GLW CORNING INC12.8K shares119.88%2025-12-312026-02-04history
NVDA NVIDIA CORPORATION5.9K shares82.96%2025-12-312026-02-04history
TER TERADYNE INC5.6K shares-37.28%2025-12-312026-02-04history
Sponsored
SCHO SCHWAB STRATEGIC TR42.9K shares-8.80%2025-12-312026-02-04history
SPHQ INVESCO EXCHANGE TRADED FD T13.5K sharesnew addition2025-12-312026-02-04history
BROADCOM INC BROADCOM INC2.8K shares124.90%2025-12-312026-02-04history
ISRG INTUITIVE SURGICAL INC1.6K sharesnew addition2025-12-312026-02-04history
LMT LOCKHEED MARTIN CORP1.9K shares106.68%2025-12-312026-02-04history
IYLD ISHARES TR42.5K sharesnew addition2025-12-312026-02-04history
SHY ISHARES TR10.9K sharesnew addition2025-12-312026-02-04history
NEAR ISHARES U S ETF TR17.7K shares2.80%2025-12-312026-02-04history
Sponsored
VRT VERTIV HOLDINGS CO5.5K sharesnew addition2025-12-312026-02-04history
AOK ISHARES TR22.3K sharesnew addition2025-12-312026-02-04history
TFLO ISHARES TR17.7K sharesnew addition2025-12-312026-02-04history
ADI ANALOG DEVICES INC3.3K sharesnew addition2025-12-312026-02-04history
TMO THERMO FISHER SCIENTIFIC INC1.5K shares61.12%2025-12-312026-02-04history
SJNK SPDR SERIES TRUST34.6K sharesnew addition2025-12-312026-02-04history
SNOW SNOWFLAKE INC3.9K sharesnew addition2025-12-312026-02-04history
CATH GLOBAL X FDS9.9K sharesnew addition2025-12-312026-02-04history
Sponsored
CRWD CROWDSTRIKE HLDGS INC1.7K sharesnew addition2025-12-312026-02-04history
IBM INTERNATIONAL BUSINESS MACHS2.7K shares76.04%2025-12-312026-02-04history
KEYS KEYSIGHT TECHNOLOGIES INC3.8K sharesnew addition2025-12-312026-02-04history
TPLC TIMOTHY PLAN16.7K shares-50.04%2025-12-312026-02-04history
TPHD TIMOTHY PLAN19.7K shares8.05%2025-12-312026-02-04history
SUSA ISHARES TR3.4K sharesnew addition2025-12-312026-02-04history
IWY ISHARES TR1.7K shares-97.65%2025-12-312026-02-04history
INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II6.5K sharesnew addition2025-12-312026-02-04history
Sponsored
COWG PACER FDS TR13.1K shares1.32%2025-12-312026-02-04history
BIL SPDR SERIES TRUST4.0K shares-84.82%2025-12-312026-02-04history
JSML JANUS DETROIT STR TR4.3K shares-69.66%2025-12-312026-02-04history
BIBL NORTHERN LTS FD TR IV6.2K sharesnew addition2025-12-312026-02-04history
VIG VANGUARD SPECIALIZED FUNDS982 sharesnew addition2025-12-312026-02-04history
BMY BRISTOL-MYERS SQUIBB CO3.9K sharesnew addition2025-12-312026-02-04history
TRV TRAVELERS COMPANIES INC717 sharesnew addition2025-12-312026-02-04history
CTSH COGNIZANT TECHNOLOGY SOLUTIO2.4K sharesnew addition2025-12-312026-02-04history
Sponsored
UNH UNITEDHEALTH GROUP INC615 sharesnew addition2025-12-312026-02-04history
MCK MCKESSON CORP244 sharesnew addition2025-12-312026-02-04history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available