13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001897144
Total reported value
$280.5M
$280.5M
54 檔
23.5%
During the Q4 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 Q4 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 | QGRO | American Century US Quality | ETF-Other | 9.58% | +1.59% | NEW | |
| 2 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 5.93% | +4.65% | NEW | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 5.85% | -3.68% | EXIT | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 5.34% | +4.98% | NEW | |
| 5 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 5.24% | — | -14.42% | |
| 6 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 5.08% | -1.14% | -16.37% | |
| 7 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 4.83% | +3.45% | NEW | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 4.51% | -1.16% | +732.54% | |
| 9 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 4.37% | +3.44% | NEW | |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 4.28% | — | — | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.16% | -3.72% | EXIT | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.15% | — | — | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.91% | -1.02% | EXIT | |
| 14 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.17% | — | -54.26% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.05% | — | — | |
| 16 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 2.00% | +4.13% | NEW | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.93% | -2.11% | — | |
| 18 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 1.88% | — | — | |
| 19 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 1.47% | — | — | |
| 20 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.46% | — | — | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.46% | — | — | |
| 22 | FDG | American Century Focused Dyn | ETF-Other | 1.46% | — | — | |
| 23 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 1.37% | -0.96% | EXIT | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.34% | — | — | |
| 25 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 1.31% | -4.49% | EXIT | |
| 26 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.15% | +4.02% | NEW | |
| 27 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.99% | — | — | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.93% | +1.33% | NEW | |
| 29 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.56% | -0.05% | +23.49% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.68% | NEW | |
| 31 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.55% | — | — | |
| 32 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 0.54% | — | — | |
| 33 | GM | General Motors Co | Stock-Consumer Disc | 0.53% | — | — | |
| 34 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.53% | — | — | |
| 35 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.52% | — | — | |
| 36 | MSCI | Msci Inc | Stock-Financials | 0.51% | — | — | |
| 37 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.50% | — | — | |
| 38 | BIIB | Biogen Inc | Stock-Healthcare | 0.49% | — | — | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 0.49% | — | — | |
| 40 | AGZD | Wisdomtree Trust Wisdomtree | ETF-Other | 0.45% | +3.56% | NEW | |
| 41 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.45% | +0.35% | NEW | |
| 42 | INKM | Ss Income Allocation ETF | ETF-Other | 0.44% | — | -15.76% | |
| 43 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.44% | — | — | |
| 44 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.43% | — | — | |
| 45 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.43% | — | -15.37% | |
| 46 | GAL | Ss Global Allocation ETF | ETF-Other | 0.43% | -4.12% | EXIT | |
| 47 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 0.40% | -0.06% | -9.65% | |
| 48 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.31% | — | +39.55% | |
| 49 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.24% | -0.08% | -89.00% | |
| 50 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.22% | -0.49% | EXIT |
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 Q4 2024.
During Q4 2024, Win Advisors, Inc's top holdings by market value included QGRO (9.6%)、XMMO (5.9%)、IWY (5.8%). The largest single position, QGRO, represented 9.6% 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 QGRO, XMMO, IWY) accounted for 23.5% of total reported equity market value during Q4 2024.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.