$267 Million is the total value of WIN ADVISORS, INC's 136 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 51.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $146,491,047 | -35.1% | 1,601,520 | -35.0% | 54.84% | -34.2% |
| GBIL | New | GOLDMAN SACHS ETF TRacces treasury | $59,075,744 | – | 592,476 | +100.0% | 22.12% | – |
| Buy | WISDOMTREE TRfloatng rat trea | $40,644,424 | +10.0% | 808,523 | +10.0% | 15.22% | +11.5% | |
| FIDU | New | FIDELITY COVINGTON TRUSTmsci indl indx | $3,198,584 | – | 63,076 | +100.0% | 1.20% | – |
| FCOM | New | FIDELITY COVINGTON TRUST | $3,123,641 | – | 100,568 | +100.0% | 1.17% | – |
| XTN | New | SPDR SER TRs&p transn etf | $3,070,353 | – | 45,683 | +100.0% | 1.15% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $3,063,416 | – | 23,718 | +100.0% | 1.15% | – |
| TPLC | Buy | TIMOTHY PLANus lrgmd cp core | $1,257,194 | +31.9% | 37,528 | +18.7% | 0.47% | +33.8% |
| JSML | Buy | JANUS DETROIT STR TRhendersn cap etf | $790,121 | +17.9% | 17,331 | +14.8% | 0.30% | +19.8% |
| TPHD | Buy | TIMOTHY PLANhig dv stk etf | $767,404 | +21.0% | 24,649 | +9.1% | 0.29% | +22.6% |
| XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $764,691 | +14.1% | 14,296 | +2.5% | 0.29% | +15.8% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $410,280 | -10.6% | 8,505 | -10.6% | 0.15% | -9.4% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $259,688 | -34.1% | 5,902 | -40.4% | 0.10% | -33.6% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $257,588 | -51.7% | 5,208 | -51.8% | 0.10% | -51.3% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $247,675 | -33.2% | 4,888 | -34.0% | 0.09% | -32.1% |
| FLLV | Sell | FRANKLIN TEMPLETON ETF TRus low volatilit | $210,362 | -43.1% | 4,552 | -48.8% | 0.08% | -42.3% |
| WMT | Buy | WALMART INC | $117,422 | +433.7% | 828 | +381.4% | 0.04% | +450.0% |
| SHV | Buy | ISHARES TRshort treas bd | $111,129 | +61.1% | 1,011 | +62.0% | 0.04% | +68.0% |
| XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $111,897 | -6.0% | 1,486 | -13.2% | 0.04% | -4.5% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $91,884 | +2197.1% | 2,418 | +1440.1% | 0.03% | +3300.0% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $88,236 | +167.4% | 564 | +108.1% | 0.03% | +175.0% |
| KLAC | Buy | KLA CORP | $84,071 | +154.8% | 223 | +102.7% | 0.03% | +158.3% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $68,224 | -9.0% | 483 | -18.4% | 0.03% | -7.1% |
| NVDA | New | NVIDIA CORPORATION | $67,813 | – | 464 | +100.0% | 0.02% | – |
| SUSA | ISHARES TRmsci usa esg slc | $66,350 | +8.8% | 806 | 0.0% | 0.02% | +8.7% | |
| DSI | ISHARES TRmsci kld400 soc | $64,970 | +6.5% | 905 | 0.0% | 0.02% | +4.3% | |
| CVX | Buy | CHEVRON CORP NEW | $63,002 | +37.0% | 351 | +9.3% | 0.02% | +41.2% |
| SVAL | New | ISHARES TRus sml cp value | $57,062 | – | 2,028 | +100.0% | 0.02% | – |
| XSMO | New | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $55,920 | – | 1,186 | +100.0% | 0.02% | – |
| PVAL | New | PUTNAM ETF TRUSTfocused lar cap | $57,203 | – | 2,117 | +100.0% | 0.02% | – |
| RDVY | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $53,494 | +13.8% | 1,218 | 0.0% | 0.02% | +17.6% | |
| VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $53,025 | -17.1% | 962 | -18.4% | 0.02% | -16.7% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $53,885 | -25.2% | 661 | -26.6% | 0.02% | -25.9% |
| PLAT | New | WISDOMTREE TRgrowth leaders | $53,485 | – | 2,153 | +100.0% | 0.02% | – |
| SLB | Buy | SCHLUMBERGER LTD | $50,040 | +734.0% | 936 | +463.9% | 0.02% | +850.0% |
| Buy | SHELL PLCspon ads | $51,143 | +27.9% | 898 | +11.3% | 0.02% | +26.7% | |
| MRNA | Buy | MODERNA INC | $47,060 | +841.2% | 262 | +495.5% | 0.02% | +800.0% |
| EPS | Sell | WISDOMTREE TRus largecap fund | $48,358 | -12.1% | 1,163 | -18.4% | 0.02% | -10.0% |
| TDG | New | TRANSDIGM GROUP INC | $44,711 | – | 71 | +100.0% | 0.02% | – |
| HZNP | Buy | HORIZON THERAPEUTICS PUB L | $46,657 | +1066.4% | 410 | +477.5% | 0.02% | +1600.0% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $46,599 | -21.0% | 772 | -29.5% | 0.02% | -22.7% |
| LOW | New | LOWES COS INC | $44,231 | – | 222 | +100.0% | 0.02% | – |
| PFE | Buy | PFIZER INC | $44,579 | +27.4% | 870 | +8.2% | 0.02% | +30.8% |
| TW | New | TRADEWEB MKTS INCcl a | $44,997 | – | 693 | +100.0% | 0.02% | – |
| HD | New | HOME DEPOT INC | $42,326 | – | 134 | +100.0% | 0.02% | – |
| DE | New | DEERE & CO | $42,448 | – | 99 | +100.0% | 0.02% | – |
| CPRT | New | COPART INC | $43,475 | – | 714 | +100.0% | 0.02% | – |
| BA | New | BOEING CO | $43,240 | – | 227 | +100.0% | 0.02% | – |
| ETSY | New | ETSY INC | $41,444 | – | 346 | +100.0% | 0.02% | – |
| APD | New | AIR PRODS & CHEMS INC | $41,615 | – | 135 | +100.0% | 0.02% | – |
| AVGO | Buy | BROADCOM INC | $42,492 | +41.6% | 76 | +11.8% | 0.02% | +45.5% |
| CVS | Buy | CVS HEALTH CORP | $42,682 | +12.3% | 458 | +14.8% | 0.02% | +14.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $38,922 | +25.6% | 126 | +8.6% | 0.02% | +36.4% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $39,762 | +32.5% | 394 | +6.5% | 0.02% | +36.4% |
| SPLG | SPDR SER TRportfolio s&p500 | $38,368 | +6.6% | 853 | 0.0% | 0.01% | +7.7% | |
| BSX | New | BOSTON SCIENTIFIC CORP | $36,091 | – | 780 | +100.0% | 0.01% | – |
| FHI | Buy | FEDERATED HERMES INCcl b | $35,294 | +21.7% | 972 | +9.8% | 0.01% | +18.2% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $30,839 | – | 56 | +100.0% | 0.01% | – |
| IDU | Buy | ISHARES TRu.s. utilits etf | $32,625 | +25.5% | 377 | +18.2% | 0.01% | +20.0% |
| RY | Buy | ROYAL BK CDA SUSTAINABL | $33,283 | +18.9% | 354 | +14.6% | 0.01% | +20.0% |
| MGC | VANGUARD WORLD FDmega cap index | $31,379 | +4.6% | 237 | 0.0% | 0.01% | +9.1% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $32,918 | +37.2% | 371 | +50.2% | 0.01% | +33.3% |
| OMC | Buy | OMNICOM GROUP INC | $31,649 | +37.6% | 388 | +6.9% | 0.01% | +50.0% |
| MRK | MERCK & CO INC | $29,181 | +26.9% | 263 | 0.0% | 0.01% | +37.5% | |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $29,011 | -36.9% | 454 | -43.4% | 0.01% | -35.3% |
| AMGN | Buy | AMGEN INC | $30,205 | +20.8% | 115 | +4.5% | 0.01% | +22.2% |
| DIS | New | DISNEY WALT CO | $28,844 | – | 332 | +100.0% | 0.01% | – |
| DEO | Buy | DIAGEO PLCspon adr new | $28,510 | +18.8% | 160 | +11.9% | 0.01% | +22.2% |
| BK | Buy | BANK NEW YORK MELLON CORP | $29,450 | +33.9% | 647 | +12.5% | 0.01% | +37.5% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $26,278 | -9.4% | 283 | -20.3% | 0.01% | -9.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $27,813 | +26.4% | 160 | +17.6% | 0.01% | +25.0% |
| TGT | Sell | TARGET CORP | $27,423 | -89.6% | 184 | -89.6% | 0.01% | -89.7% |
| PRU | Buy | PRUDENTIAL FINL INC | $27,252 | +23.9% | 274 | +9.2% | 0.01% | +25.0% |
| CSCO | Buy | CISCO SYS INC | $27,679 | +31.8% | 581 | +8.2% | 0.01% | +25.0% |
| CNP | Buy | CENTERPOINT ENERGY INC | $25,582 | +21.8% | 853 | +16.2% | 0.01% | +25.0% |
| PSX | Buy | PHILLIPS 66 | $23,106 | +28.4% | 222 | +1.8% | 0.01% | +28.6% |
| JPM | New | JPMORGAN CHASE & CO | $23,334 | – | 174 | +100.0% | 0.01% | – |
| BAC | New | BANK AMERICA CORP | $23,253 | – | 702 | +100.0% | 0.01% | – |
| EMR | Buy | EMERSON ELEC CO | $23,054 | +35.6% | 240 | +5.7% | 0.01% | +50.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $23,320 | +22.7% | 132 | +10.9% | 0.01% | +28.6% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $20,816 | +73.5% | 382 | +66.8% | 0.01% | +100.0% |
| ETN | Buy | EATON CORP PLC | $21,659 | +27.4% | 138 | +8.7% | 0.01% | +33.3% |
| FBCG | Sell | FIDELITY COVINGTON TRUSTblue chip grwth | $20,141 | -25.4% | 955 | -24.7% | 0.01% | -20.0% |
| DRI | Buy | DARDEN RESTAURANTS INC | $22,687 | +19.4% | 164 | +9.3% | 0.01% | +14.3% |
| LLY | New | LILLY ELI & CO | $22,682 | – | 62 | +100.0% | 0.01% | – |
| NSC | Buy | NORFOLK SOUTHN CORP | $21,439 | +34.0% | 87 | +11.5% | 0.01% | +33.3% |
| AMZN | New | AMAZON COM INC | $21,756 | – | 259 | +100.0% | 0.01% | – |
| SON | Buy | SONOCO PRODS CO | $20,460 | +20.4% | 337 | +13.9% | 0.01% | +33.3% |
| GPC | Buy | GENUINE PARTS CO | $21,689 | +27.6% | 125 | +6.8% | 0.01% | +33.3% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $18,597 | -31.1% | 132 | -42.6% | 0.01% | -30.0% |
| MSFT | Buy | MICROSOFT CORP | $18,225 | +13.9% | 76 | +13.4% | 0.01% | +16.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $18,793 | +34.2% | 124 | +9.7% | 0.01% | +40.0% |
| INTC | Buy | INTEL CORP | $18,156 | +21.0% | 687 | +15.3% | 0.01% | +16.7% |
| PLD | Buy | PROLOGIS INC. | $19,728 | +31.5% | 175 | +15.9% | 0.01% | +16.7% |
| ABT | New | ABBOTT LABS | $17,127 | – | 156 | +100.0% | 0.01% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $15,541 | – | 66 | +100.0% | 0.01% | – |
| DOW | Buy | DOW INC | $17,133 | +31.8% | 340 | +11.8% | 0.01% | +20.0% |
| SUI | Buy | SUN CMNTYS INC | $14,014 | +27.4% | 98 | +16.7% | 0.01% | +25.0% |
| BAX | Buy | BAXTER INTL INC | $13,762 | +14.7% | 270 | +17.4% | 0.01% | +25.0% |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $14,093 | +8.4% | 58 | 0.0% | 0.01% | 0.0% | |
| ALPS ETF TRoshares us qualt | $9,983 | +10.9% | 241 | 0.0% | 0.00% | +33.3% | ||
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $10,501 | -44.7% | 189 | -44.6% | 0.00% | -42.9% |
| SPMO | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $9,880 | +9.8% | 174 | 0.0% | 0.00% | +33.3% | |
| FDX | Buy | FEDEX CORP | $10,738 | +34.2% | 62 | +10.7% | 0.00% | +33.3% |
| NUE | NUCOR CORP | $6,722 | +34.4% | 51 | 0.0% | 0.00% | +50.0% | |
| A | AGILENT TECHNOLOGIES INC | $7,033 | +17.2% | 47 | 0.0% | 0.00% | +50.0% | |
| PGR | PROGRESSIVE CORP | $7,652 | +9.3% | 59 | 0.0% | 0.00% | 0.0% | |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $7,423 | – | 201 | +100.0% | 0.00% | – |
| QUAL | ISHARES TRmsci usa qlt fct | $7,066 | +17.8% | 62 | 0.0% | 0.00% | +50.0% | |
| ILCG | ISHARES TRmorningstar grwt | $7,837 | -2.0% | 161 | 0.0% | 0.00% | 0.0% | |
| SPTM | SPDR SER TRportfoli s&p1500 | $7,850 | +12.1% | 166 | 0.0% | 0.00% | 0.0% | |
| RWL | Sell | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $8,430 | -71.9% | 114 | -74.3% | 0.00% | -72.7% |
| OGN | ORGANON & CO | $4,049 | +35.0% | 145 | 0.0% | 0.00% | +100.0% | |
| MTB | M & T BK CORP | $5,512 | -21.3% | 38 | 0.0% | 0.00% | -33.3% | |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $6,530 | -61.6% | 43 | -65.9% | 0.00% | -66.7% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $5,967 | -33.7% | 28 | -33.3% | 0.00% | -33.3% |
| AAPL | APPLE INC | $5,847 | -2.6% | 45 | 0.0% | 0.00% | 0.0% | |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $5,878 | -74.4% | 240 | -73.5% | 0.00% | -75.0% |
| FITB | FIFTH THIRD BANCORP | $4,658 | -6.8% | 142 | 0.0% | 0.00% | 0.0% | |
| MU | MICRON TECHNOLOGY INC | $3,947 | -1.3% | 79 | 0.0% | 0.00% | 0.0% | |
| PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $2,070 | -31.0% | 140 | -24.3% | 0.00% | 0.0% |
| DWAS | Sell | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $2,765 | -80.2% | 38 | -81.1% | 0.00% | -80.0% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $2,342 | -78.7% | 31 | -81.2% | 0.00% | -75.0% |
| FNY | Exit | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $0 | – | -1 | -100.0% | 0.00% | – |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $156 | – | 4 | 0.0% | 0.00% | – | |
| VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $281 | – | 4 | 0.0% | 0.00% | – | |
| VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $420 | – | 10 | 0.0% | 0.00% | – | |
| VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $819 | -18.1% | 18 | 0.0% | 0.00% | – | |
| USHY | ISHARES TRbroad usd high | $138 | – | 4 | 0.0% | 0.00% | – | |
| GOVT | ISHARES TRus treas bd etf | $273 | – | 12 | 0.0% | 0.00% | – | |
| USIG | ISHARES TRusd inv grde etf | $1,080 | +8.0% | 22 | 0.0% | 0.00% | – | |
| IJR | New | ISHARES TRcore s&p scp etf | $1,230 | – | 13 | +100.0% | 0.00% | – |
| IUSV | ISHARES TRcore s&p us vlu | $706 | -29.4% | 10 | 0.0% | 0.00% | – | |
| IJH | New | ISHARES TRcore s&p mcp etf | $726 | – | 3 | +100.0% | 0.00% | – |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $1,099 | -89.0% | 12 | -89.9% | 0.00% | -100.0% |
| FPX | Sell | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $1,023 | -96.7% | 13 | -96.6% | 0.00% | -100.0% |
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $522 | -47.8% | 11 | 0.0% | 0.00% | – | |
| MOAT | Exit | VANECK ETF TRUSTmrngstr wde moat | $0 | – | -1 | -100.0% | 0.00% | – |
| FDG | Exit | AMERICAN CENTY ETF TRfocused dynamic | $0 | – | -1 | -100.0% | 0.00% | – |
| FTC | Exit | FIRST TRUST LRGCP GWT ALPHAD | $0 | – | -1 | -100.0% | 0.00% | – |
| SPGP | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $0 | – | -50 | -100.0% | -0.00% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -25 | -100.0% | -0.00% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -9 | -100.0% | -0.00% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -75 | -100.0% | -0.00% | – |
| HAS | Exit | HASBRO INC | $0 | – | -121 | -100.0% | -0.00% | – |
| IWY | Exit | ISHARES TRrus tp200 gr etf | $0 | – | -62 | -100.0% | -0.00% | – |
| IQLT | Exit | ISHARES TRmsci intl qualty | $0 | – | -264 | -100.0% | -0.00% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -30 | -100.0% | -0.00% | – |
| FCVT | Exit | FIRST TR EXCHANGE-TRADED FDssi strg etf | $0 | – | -349 | -100.0% | -0.00% | – |
| FTCS | Exit | FIRST TR EXCHANGE-TRADED FDcap strength etf | $0 | – | -188 | -100.0% | -0.00% | – |
| GLW | Exit | CORNING INC | $0 | – | -460 | -100.0% | -0.01% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -201 | -100.0% | -0.01% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -134 | -100.0% | -0.01% | – |
| PGX | Exit | INVESCO EXCH TRADED FD TR IIpfd etf | $0 | – | -1,642 | -100.0% | -0.01% | – |
| BOH | Exit | BANK HAWAII CORP | $0 | – | -282 | -100.0% | -0.01% | – |
| Exit | WARNER BROS DISCOVERY INC | $0 | – | -1,886 | -100.0% | -0.01% | – | |
| T | Exit | AT&T INC | $0 | – | -1,395 | -100.0% | -0.01% | – |
| TAP | Exit | MOLSON COORS BEVERAGE COcl b | $0 | – | -514 | -100.0% | -0.01% | – |
| MDIV | Exit | FIRST TR EXCHANGE-TRADED FDmulti asset di | $0 | – | -1,734 | -100.0% | -0.01% | – |
| RHS | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $0 | – | -167 | -100.0% | -0.01% | – |
| TBF | Exit | PROSHARES TRshrt 20+yr tre | $0 | – | -2,766 | -100.0% | -0.02% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -2,209 | -100.0% | -0.05% | – |
| PGNY | Exit | PROGYNY INC | $0 | – | -4,408 | -100.0% | -0.06% | – |
| CDNS | Exit | CADENCE DESIGN SYSTEM INC | $0 | – | -1,034 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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.