WIN ADVISORS, INC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Palm Beach Gardens, FL
CIK
0001897144
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 54 227,000 IUSG, XMMO, SPGP, FBCG 13F-HR 4/24/2024 000108514624002015
Q4 2023 55 220,407 DJD, IWL, SPHD, DGRW 13F-HR 2/5/2024 000108514624000713
Q3 2023 46 204,172 SCHG, HEFA, VONG, ICSH 13F-HR 10/30/2023 000108514623003987
Q2 2023 37 74,801 BIL, SPHB, VUG, DJD 13F-HR 7/13/2023 000108514623002672
Q1 2023 35 252,413 BIL, SCHG, SPYG, GBIL 13F-HR 4/28/2023 000108514623001979
Q4 2022 136 267,131 BIL, GBIL, USFR, FIDU 13F-HR 2/14/2023 000139834423003264
Q3 2022 133 270,772 BIL, USFR, TPLC, JSML 13F-HR 10/27/2022 000139834422020788
Q2 2022 165 51,018 TBF, PDBC, TBX, XLI 13F-HR 7/18/2022 000139834422013447
Q1 2022 222 380,794 SCHG, FEX, LGLV, NOBL 13F-HR 5/13/2022 000139834422009492
Q4 2021 71 436,643 DGRW, MGC, SUSA, SPGP 13F-HR 2/14/2022 000139834422003189