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  Name: WIN ADVISORS INC
  City: PALM BEACH GARDENS
  State: FL
  Zip: 33418-3764
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $227,004,000
  Total Value Change : $6,592,000
  Securities Held Change : -1
   
All Securities Held : 54
  New Positions : 32
  Closed Positions : 39
  Increased Positions : 14
  Unchanged Positions : 0
  Decreased Positions : 8

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Holdings Found : 14     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth 1 - $117.47 $15,941,000 136,001 7.02% 15,941,000 136,001 0.015    Closed - End Fund - E...
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 5 - $0.00 $12,872,000 68,704 5.67% 12,872,000 68,704 0.008    N/A
   (QGRO)1 Year Chart         QGRO American Century Stoxx Us Q... 7 - $84.94 $12,362,000 145,532 5.45% 12,362,000 145,532 0.162    N/A
   (AGZD)1 Year Chart         AGZD Wisdomtree Barclays Us Aggr... 10 - $22.24 $11,446,000 518,394 5.04% 11,446,000 518,394 1.125    N/A
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 11 - $92.91 $10,898,000 117,538 4.8% 9,510,000 100,810 0.011    Closed - End Fund - Debt
   (XLF)1 Year Chart         XLF SPDR Financial Sector 21 - $41.66 $2,985,000 70,872 1.31% 1,271,000 25,284 0.001    Closed - End Fund - E...
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 27 - $0.00 $1,271,000 13,843 0.56% 1,271,000 13,843 0.002    Closed - End Fund - E...
   (TPLC)1 Year Chart         TPLC Timothy Plan Us Large Cap C... 32 - $0.00 $1,163,000 27,615 0.51% 131,000 611 0.498    N/A
   (TPHD)1 Year Chart         TPHD Timothy Plan High Dividend ... 33 - $0.00 $1,132,000 31,301 0.5% 120,000 749 0.666    N/A
   (XMLV)1 Year Chart         XMLV Invesco S&P MidCap Low Vola... 34 - $56.46 $1,094,000 19,398 0.48% 86,000 452 0.049    N/A
   (JSML)1 Year Chart         JSML Janus Henderson Small Cap G... 35 - $0.00 $500,000 8,266 0.22% 20,000 123 0.092    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 37 - $903.99 $459,000 508 0.2% 222,000 30 0    Semiconductor - Speci...
   (SCHO)1 Year Chart         SCHO Schwab Short-Term U.S. Tre... 38 - $47.94 $451,000 9,361 0.2% 10,000 254 0.001    N/A
   (PGR)1 Year Chart         PGR Progressive Corp 49 - $212.41 $314,000 1,520 0.14% 314,000 1,520 0    Property & Casualty I...
      14 Records Found
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Page 1 of 1
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