Win Advisors, Inc Portfolio Holdings
Win Advisors, Inc
- $203 Million
- Q3 2024
Win Advisors, Inc has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $203 Million distributed in 55 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Stoxx Us with a value of $16.6M, Blackrock ETF Tr U S Equity Fa with a value of $12.3M, First Tr Lge Cap Growth with a value of $11.9M, Fidelity Covington Tr Blue Chi with a value of $11.7M, and Spdr S&P 500 ETF Trust with a value of $11.1M.
Examining the 13F form we can see an decrease of $18.1M in the current position value, from $221M to 203M.
Below you can find more details about Win Advisors, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$203 Million
ETFs: $194 Million
Industrials: $1.68 Million
Financial Services: $1.63 Million
Consumer Cyclical: $1.57 Million
Technology: $867,000
Consumer Defensive: $828,000
Basic Materials: $820,000
Real Estate: $789,000
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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