Notify me when WIN ADVISORS, INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 74 | $235,553,610 | +$149,734,839 | -$124,170,417 | +$25,564,422 | MGC, SPYG, IUSG, FTC, SCHG | 13F-HR | 04 Feb 2026, 12:08 |
| Q3 2025 | 58 | $205,471,694 | +$80,329,861 | -$94,246,592 | -$13,916,731 | SCHG, VUG, IWY, SPMO, PWB | 13F-HR | 04 Nov 2025, 14:17 |
| Q2 2025 | 48 | $207,325,637 | +$160,594,150 | -$154,568,056 | +$6,026,094 | SCHG, SPMO, VUG, PWB, QGRO | 13F-HR | 14 Aug 2025, 10:52 |
| Q1 2025 | 54 | $194,667,490 | +$145,077,193 | -$153,707,656 | -$8,630,463 | LGLV, HEFA, QGRO, COWG, SPLG | 13F-HR | 23 Apr 2025, 09:10 |
| Q4 2024 | 54 | $206,652,198 | +$140,333,494 | -$150,967,505 | -$10,634,011 | QGRO, XMMO, IWY, VONG, FBCG | 13F-HR | 27 Jan 2025, 11:38 |
| Q3 2024 | 55 | $213,072,206 | +$170,356,328 | -$183,104,186 | -$12,747,858 | QGRO, DYNF, FTC, FBCG, SPY | 13F-HR | 31 Oct 2024, 08:58 |
| Q2 2024 | 49 | $223,968,786 | +$158,179,424 | -$167,418,983 | -$9,239,559 | SCHG, QQQ, IWF, VUG, IUSG | 13F-HR | 02 Aug 2024, 11:46 |
| Q1 2024 | 54 | $227,000,205 | +$191,049,612 | -$190,575,887 | +$473,725 | IUSG, XMMO, SPGP, FBCG, MTUM | 13F-HR | 24 Apr 2024, 13:49 |
| Q4 2023 | 55 | $220,407,881 | +$207,635,949 | -$197,505,547 | +$10,130,402 | DJD, IWL, SPHD, DGRW, SCHD | 13F-HR | 05 Feb 2024, 16:07 |
| Q3 2023 | 46 | $204,172,162 | +$186,209,551 | -$22,203,087 | +$164,006,464 | SCHG, HEFA, VONG, ICSH, GBIL | 13F-HR | 30 Oct 2023, 17:14 |
| Q2 2023 | 33 | $26,350,302 | +$19,132,546 | -$50,664,396 | -$31,531,850 | SPHB, VUG, DJD, QUAL, SCHG | 13F-HR | 13 Jul 2023, 17:53 |
| Q1 2023 | 35 | $247,904,988 | +$89,188,484 | -$69,390,770 | +$19,797,714 | BIL, SCHG, GBIL, VCR, XTN | 13F-HR | 28 Apr 2023, 16:52 |
| Q4 2022 | 136 | $267,131,457 | +$77,053,720 | -$80,951,755 | -$3,898,035 | BIL, GBIL, USFR, FIDU, FCOM | 13F-HR | 14 Feb 2023, 13:25 |
| Q3 2022 | 124 | $270,769,000 | +$38,212,016 | -$45,023,279 | -$6,811,263 | BIL, USFR, TPLC, XMLV, JSML | 13F-HR | 27 Oct 2022, 09:32 |
| Q2 2022 | 156 | $51,013,000 | +$42,987,744 | -$297,637,407 | -$254,649,663 | TBF, PDBC, TBX, XLI, VAW | 13F-HR | 18 Jul 2022, 14:12 |
| Q1 2022 | 200 | $380,786,000 | +$255,372,641 | -$282,641,735 | -$27,269,094 | SCHG, FEX, LGLV, NOBL, DSI | 13F-HR | 13 May 2022, 11:44 |
| Q4 2021 | 63 | $436,641,000 | $0 | $0 | $0 | DGRW, MGC, SUSA, SPGP, RSP | 13F-HR | 14 Feb 2022, 14:35 |