WIN ADVISORS, INC
CIK: 0001897144SEC EDGAR →
Portfolio Value
$235.6B
Holdings
74
As of
Q4 2025
New Positions
74
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 83,640 | $21.0B | 8.92% |
| 2 | SPDR SERIES TRUST | 154,627 | $16.5B | 7.00% |
| 3 | ISHARES TR | 94,933 | $15.9B | 6.77% |
| 4 | FIRST TR EXCHANGE-TRADED ALP | 90,856 | $14.5B | 6.17% |
| 5 | SCHWAB STRATEGIC TR | 393,448 | $12.8B | 5.45% |
| 6 | INVESCO QQQ TR | 20,319 | $12.5B | 5.30% |
| 7 | WISDOMTREE TR | 143,424 | $10.2B | 4.31% |
| 8 | VANGUARD SCOTTSDALE FDS | 82,751 | $10.1B | 4.28% |
| 9 | VANGUARD INDEX FDS | 18,963 | $9.3B | 3.93% |
| 10 | FIRST TR EXCH TRADED FD III | 505,315 | $9.2B | 3.91% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (74)
$21.0B · 84K shares
$16.5B · 155K shares
$15.9B · 95K shares
$14.5B · 91K shares
$12.8B · 393K shares
$12.5B · 20K shares
$10.2B · 143K shares
$10.1B · 83K shares
$9.3B · 19K shares
$9.2B · 505K shares
$8.9B · 100K shares
$7.3B · 37K shares
$6.9B · 17K shares
$4.6B · 99K shares
$4.6B · 40K shares
$3.3B · 48K shares
$3.1B · 21K shares
$3.0B · 51K shares
$2.9B · 24K shares
$2.5B · 13K shares
$2.4B · 8K shares
$2.3B · 35K shares
$2.3B · 19K shares
$2.2B · 9K shares
$2.2B · 16K shares
$2.1B · 17K shares
$2.0B · 3K shares
$1.9B · 11K shares
$1.9B · 42K shares
$1.8B · 66K shares
$1.5B · 19K shares
$1.5B · 1K shares
$1.5B · 9K shares
$1.3B · 6K shares
$1.3B · 5K shares
$1.2B · 7K shares
$1.2B · 4K shares
$1.1B · 13K shares
$1.1B · 6K shares
$1.1B · 6K shares
$1.0B · 43K shares
$1.0B · 13K shares
$984.0M · 3K shares
$922.0M · 2K shares
$912.0M · 2K shares
$911.0M · 43K shares
$904.0M · 11K shares
$902.0M · 18K shares
$897.0M · 6K shares
$894.0M · 22K shares
$891.0M · 3K shares
$891.0M · 18K shares
$881.0M · 2K shares
$875.0M · 35K shares
$864.0M · 4K shares
$814.0M · 10K shares
$807.0M · 2K shares
$798.0M · 3K shares
$780.0M · 4K shares
$759.0M · 17K shares
$757.0M · 20K shares
$474.0M · 3K shares
$463.0M · 2K shares
$463.0M · 6K shares
$460.0M · 13K shares
$367.0M · 4K shares
$316.0M · 4K shares
$278.0M · 6K shares
$215.0M · 982 shares
$211.0M · 4K shares
$207.0M · 717 shares
$203.0M · 615 shares
$203.0M · 2K shares
$200.0M · 244 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $181.4B | 77.0% |
| Unknown | 4 | $26.5B | 11.2% |
| Technology | 17 | $20.6B | 8.8% |
| Healthcare | 7 | $5.2B | 2.2% |
| Industrials | 2 | $1.8B | 0.8% |