WIN ADVISORS, INC

13F Filings History

Latest 13F report
Q4 2024 - Jan 27, 2025
Value $
$207M
Signature - Title
Mary Therese Walsh - Chief Compliance Officer
Location
Palm Beach Gardens, FL
Summary
This page shows a list of all the recent 13F filings made by WIN ADVISORS, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WIN ADVISORS, INC reported 54 stock holdings with total value $207M as of Q4 2024. Top holdings included QGRO, XMMO, IWY, VONG, and FBCG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 54 $207M +$140M -$151M -$10.6M QGRO, XMMO, IWY, VONG, FBCG 13F-HR 1/27/2025, 11:38 AM
Q3 2024 55 $213M +$170M -$183M -$12.7M QGRO, DYNF, FTC, FBCG, SPY 13F-HR 10/31/2024, 08:58 AM
Q2 2024 49 $224M +$158M -$167M -$9.24M SCHG, QQQ, IWF, VUG, IUSG 13F-HR 8/2/2024, 11:46 AM
Q1 2024 54 $227M +$191M -$191M +$474K IUSG, XMMO, SPGP, FBCG, MTUM 13F-HR 4/24/2024, 01:49 PM
Q4 2023 55 $220M +$208M -$198M +$10.1M DJD, IWL, SPHD, DGRW, SCHD 13F-HR 2/5/2024, 04:07 PM
Q3 2023 46 $204M SCHG, HEFA, VONG, ICSH, GBIL 13F-HR 10/30/2023, 05:14 PM
Q2 2023 21 $26.1M SPHB, VUG, DJD, QUAL, SCHG 13F-HR 7/13/2023, 05:53 PM
Q1 2023 33 $248M +$89.2M -$56.3M +$32.9M BIL, SCHG, GBIL, VCR, XTN 13F-HR 4/28/2023, 04:52 PM
Q4 2022 136 $267M +$77.1M -$80.1M -$3.09M BIL, GBIL, USFR, FIDU, FCOM 13F-HR 2/14/2023, 12:25 PM
Q3 2022 121 $271M +$264M -$29.5M +$234M BIL, USFR, TPLC, JSML, XMLV 13F-HR 10/27/2022, 09:32 AM
Q2 2022 151 $51M +$43M -$217M -$174M TBF, PDBC, TBX, XLI, VAW 13F-HR 7/18/2022, 02:12 PM
Q1 2022 193 $381M +$255M -$280M -$24.2M SCHG, FEX, LGLV, NOBL, DSI 13F-HR 5/13/2022, 11:44 AM
Q4 2021 61 $437M DGRW, MGC, SUSA, SPGP, RSP 13F-HR 2/14/2022, 01:35 PM