WIN ADVISORS, INC
CIK: 0001897144SEC EDGAR →
Portfolio Value
$235.6M
Holdings
74
As of
Q4 2025
New Positions
74
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 83,640 | $21.0M | 8.92% |
| 2 | SPDR SERIES TRUST | 154,627 | $16.5M | 7.00% |
| 3 | ISHARES TR | 94,933 | $15.9M | 6.77% |
| 4 | FIRST TR EXCHANGE-TRADED ALP | 90,856 | $14.5M | 6.17% |
| 5 | SCHWAB STRATEGIC TR | 393,448 | $12.8M | 5.45% |
| 6 | INVESCO QQQ TR | 20,319 | $12.5M | 5.30% |
| 7 | WISDOMTREE TR | 143,424 | $10.2M | 4.31% |
| 8 | VANGUARD SCOTTSDALE FDS | 82,751 | $10.1M | 4.28% |
| 9 | VANGUARD INDEX FDS | 18,963 | $9.3M | 3.93% |
| 10 | FIRST TR EXCH TRADED FD III | 505,315 | $9.2M | 3.91% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (74)
$21.0M · 84K shares
$16.5M · 155K shares
$15.9M · 95K shares
$14.5M · 91K shares
$12.8M · 393K shares
$12.5M · 20K shares
$10.2M · 143K shares
$10.1M · 83K shares
$9.3M · 19K shares
$9.2M · 505K shares
$8.9M · 100K shares
$7.3M · 37K shares
$6.9M · 17K shares
$4.6M · 99K shares
$4.6M · 40K shares
$3.3M · 48K shares
$3.1M · 21K shares
$3.0M · 51K shares
$2.9M · 24K shares
$2.5M · 13K shares
$2.4M · 8K shares
$2.3M · 35K shares
$2.3M · 19K shares
$2.2M · 9K shares
$2.2M · 16K shares
$2.1M · 17K shares
$2.0M · 3K shares
$1.9M · 11K shares
$1.9M · 42K shares
$1.8M · 66K shares
$1.5M · 19K shares
$1.5M · 1K shares
$1.5M · 9K shares
$1.3M · 6K shares
$1.3M · 5K shares
$1.2M · 7K shares
$1.2M · 4K shares
$1.1M · 13K shares
$1.1M · 6K shares
$1.1M · 6K shares
$1.0M · 43K shares
$1.0M · 13K shares
$984K · 3K shares
$922K · 2K shares
$912K · 2K shares
$911K · 43K shares
$904K · 11K shares
$902K · 18K shares
$897K · 6K shares
$894K · 22K shares
$891K · 3K shares
$891K · 18K shares
$881K · 2K shares
$875K · 35K shares
$864K · 4K shares
$814K · 10K shares
$807K · 2K shares
$798K · 3K shares
$780K · 4K shares
$759K · 17K shares
$757K · 20K shares
$474K · 3K shares
$463K · 2K shares
$463K · 6K shares
$460K · 13K shares
$367K · 4K shares
$316K · 4K shares
$278K · 6K shares
$215K · 982 shares
$211K · 4K shares
$207K · 717 shares
$203K · 615 shares
$203K · 2K shares
$200K · 244 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $181.4M | 77.0% |
| Unknown | 4 | $26.5M | 11.2% |
| Technology | 17 | $20.6M | 8.8% |
| Healthcare | 7 | $5.2M | 2.2% |
| Industrials | 2 | $1.8M | 0.8% |