Portfolio (Quarterly)
Guide ↗
WIN ADVISORS, INC
· CIK 0001897144| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IWL | ISHARES TR | — | 11,217 | $1.9M | 0.81% | SOLD |
| 22 | CGGR | CAPITAL GROUP GROWTH ETF | — | 41,773 | $1.9M | 0.79% | SOLD |
| 23 | SCHX | SCHWAB STRATEGIC TR | — | 65,546 | $1.8M | 0.75% | SOLD |
| 24 | FXR | FIRST TR EXCHANGE TRADED FD | — | 19,343 | $1.5M | 0.66% | SOLD |
| 25 | LLY | ELI LILLY & CO | Healthcare | 1,413 | $1.5M | 0.65% | SOLD |
| 26 | AMD | ADVANCED MICRO DEVICES INC | Technology | 6,055 | $1.3M | 0.55% | SOLD |
| 27 | DHR | DANAHER CORPORATION | Healthcare | 5,482 | $1.3M | 0.53% | SOLD |
| 28 | NVDA | NVIDIA CORPORATION | Technology | 5,873 | $1.1M | 0.47% | SOLD |
| 29 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 13,466 | $1.0M | 0.43% | SOLD |
| 30 | AVGO | BROADCOM INC | Technology | 2,845 | $985K | 0.42% | SOLD |
| 31 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 1,629 | $923K | 0.39% | SOLD |
| 32 | IYLD | ISHARES TR | — | 42,535 | $911K | 0.39% | SOLD |
| 33 | SHY | ISHARES TR | — | 10,916 | $904K | 0.38% | SOLD |
| 34 | NEAR | ISHARES U S ETF TR | — | 17,653 | $902K | 0.38% | SOLD |
| 35 | AOK | ISHARES TR | — | 22,281 | $894K | 0.38% | SOLD |
| 36 | TFLO | ISHARES TR | — | 17,673 | $892K | 0.38% | SOLD |
| 37 | ADI | ANALOG DEVICES INC | Technology | 3,288 | $892K | 0.38% | SOLD |
| 38 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 1,521 | $881K | 0.37% | SOLD |
| 39 | SJNK | SPDR SERIES TRUST | — | 34,563 | $875K | 0.37% | SOLD |
| 40 | SNOW | SNOWFLAKE INC | Technology | 3,941 | $864K | 0.37% | SOLD |
Sector Allocation
Technology
47.0%
Industrials
20.7%
Energy
16.3%
Utilities
9.0%
Basic Materials
7.0%