$437 Million is the total value of WIN ADVISORS, INC's 71 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETF | 8 | Q3 2023 | 13.4% |
| VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS ISIN#US92206C6802 | 8 | Q3 2023 | 6.6% |
| ISHARES TR SHORT TREAS BD ETF | 8 | Q3 2023 | 2.6% |
| TIMOTHY PLAN HIGH DIVID STK ETF | 8 | Q3 2023 | 1.2% |
| SPDR SER TR | 7 | Q3 2023 | 83.3% |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 QUALITY ETF | 7 | Q3 2023 | 5.7% |
| ISHARES TR CORE S&P U S GROWTH ETF | 7 | Q3 2023 | 5.3% |
| FIRST TR EXCHANGE-TRADED FD VI RISING DIVID ACHIEVERS ETF | 7 | Q3 2023 | 4.3% |
| TIMOTHY PLAN U S LARGE/MID CAP CORE ETF | 7 | Q3 2023 | 1.8% |
| INVESCO EXCH TRADED FD TR II | 7 | Q3 2023 | 1.2% |
View WIN ADVISORS, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View WIN ADVISORS, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.