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CIK: 0001897144
Total reported value
$280.5M
$280.5M
54 檔
26.5%
During the Q1 2024 filing period, Win Advisors, Inc (CIK: 0001897144) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $280.5M across 54 reported positions.
During Q1 2024, Win Advisors, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 7.02% | — | — | |
| 2 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 6.75% | +4.65% | NEW | |
| 3 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 6.69% | — | — | |
| 4 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 6.57% | — | — | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 5.67% | +4.81% | — | |
| 6 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 5.61% | -1.14% | — | |
| 7 | QGRO | American Century US Quality | ETF-Other | 5.45% | +1.59% | NEW | |
| 8 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 5.32% | — | — | |
| 9 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 5.31% | -3.68% | EXIT | |
| 10 | AGZD | Wisdomtree Trust Wisdomtree | ETF-Other | 5.04% | +3.56% | NEW | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.80% | -1.02% | EXIT | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.76% | — | -14.92% | |
| 13 | VFMO | Vanguard US Momentum Factor | ETF-Other | 3.31% | -0.25% | — | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.73% | +1.33% | NEW | |
| 15 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 2.72% | — | — | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.18% | +3.45% | NEW | |
| 17 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.85% | — | — | |
| 18 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 1.37% | -0.08% | -14.39% | |
| 19 | XTN | Ss Spdr S&p Transport ETF | ETF-Other | 1.34% | — | — | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.33% | — | — | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.32% | — | +55.46% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 1.31% | — | — | |
| 23 | FXL | First Trust Technology Alpha | ETF-Tech | 1.31% | — | — | |
| 24 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.30% | — | — | |
| 25 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 0.89% | -1.09% | EXIT | |
| 26 | INKM | Ss Income Allocation ETF | ETF-Other | 0.57% | — | — | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.56% | -2.11% | — | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.56% | -1.16% | — | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.55% | — | — | |
| 30 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.55% | -4.01% | EXIT | |
| 31 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.55% | — | — | |
| 32 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.51% | -0.05% | +2.26% | |
| 33 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 0.50% | -0.06% | +2.45% | |
| 34 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.48% | — | +2.39% | |
| 35 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.22% | — | +1.51% | |
| 36 | URI | United Rentals Inc | Stock-Industrials | 0.21% | — | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | — | +6.28% | |
| 38 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.20% | -0.49% | EXIT | |
| 39 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.19% | — | — | |
| 40 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.19% | — | -97.42% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.19% | — | — | |
| 42 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.18% | -0.20% | EXIT | |
| 43 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.18% | — | -97.51% | |
| 44 | LRGE | Clearbridge Large Cap Growth | ETF-Large Cap & Growth | 0.17% | — | — | |
| 45 | GAP | Gap Inc/the | Stock-Consumer Disc | 0.17% | — | -41.79% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | +0.68% | NEW | |
| 47 | NRG | Nrg Energy Inc | Stock-Utilities | 0.14% | — | — | |
| 48 | VLO | Valero Energy CORP | Stock-Energy | 0.14% | -0.11% | EXIT | |
| 49 | PGR | Progressive CORP | Stock-Financials | 0.14% | — | — | |
| 50 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.13% | — | — |
According to official SEC Form 13F filings, Win Advisors, Inc reported a total U.S. public equity portfolio value of $280.5M across 54 disclosed positions in Q1 2024.
During Q1 2024, Win Advisors, Inc's top holdings by market value included IUSG (7.0%)、XMMO (6.8%)、SPGP (6.7%). The largest single position, IUSG, represented 7.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IUSG, XMMO, SPGP) accounted for 26.5% of total reported equity market value during Q1 2024.
In Q1 2024, Win Advisors, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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