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Name: |
WIN ADVISORS INC |
City: |
PALM BEACH GARDENS |
State: |
FL |
Zip: |
33418-3764 |
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Holdings
Found :
14 |
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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 |
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IWZ |
iShares Russell 3000 Growth |
1 |
- |
$118.18 |
$15,941,000 |
136,001 |
7.02% |
15,941,000 |
136,001 |
0.015 |
Closed - End Fund - E... |
|
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 |
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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 |
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AGZD |
Wisdomtree Barclays Us Aggr... |
10 |
- |
$22.18 |
$11,446,000 |
518,394 |
5.04% |
11,446,000 |
518,394 |
1.125 |
N/A |
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SCHG |
Schwab Strategic Trust |
11 |
- |
$93.54 |
$10,898,000 |
117,538 |
4.8% |
9,510,000 |
100,810 |
0.011 |
Closed - End Fund - Debt |
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XLF |
SPDR Financial Sector |
21 |
- |
$41.87 |
$2,985,000 |
70,872 |
1.31% |
1,271,000 |
25,284 |
0.001 |
Closed - End Fund - E... |
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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... |
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TPLC |
Timothy Plan Us Large Cap C... |
32 |
- |
$0.00 |
$1,163,000 |
27,615 |
0.51% |
131,000 |
611 |
0.498 |
N/A |
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TPHD |
Timothy Plan High Dividend ... |
33 |
- |
$0.00 |
$1,132,000 |
31,301 |
0.5% |
120,000 |
749 |
0.666 |
N/A |
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XMLV |
Invesco S&P MidCap Low Vola... |
34 |
- |
$56.55 |
$1,094,000 |
19,398 |
0.48% |
86,000 |
452 |
0.049 |
N/A |
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JSML |
Janus Henderson Small Cap G... |
35 |
- |
$0.00 |
$500,000 |
8,266 |
0.22% |
20,000 |
123 |
0.092 |
N/A |
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NVDA |
NVIDIA Corporation |
37 |
- |
$913.56 |
$459,000 |
508 |
0.2% |
222,000 |
30 |
0 |
Semiconductor - Speci... |
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SCHO |
Schwab Short-Term U.S. Tre... |
38 |
- |
$47.98 |
$451,000 |
9,361 |
0.2% |
10,000 |
254 |
0.001 |
N/A |
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PGR |
Progressive Corp |
49 |
- |
$213.67 |
$314,000 |
1,520 |
0.14% |
314,000 |
1,520 |
0 |
Property & Casualty I... |
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