Win Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Win Advisors, Inc. reported 54 stock positions worth $194.7 million. Its top holding was SPDR US LC Low Vol Idx (LGLV) at 6.5% of the portfolio, followed by Isha Curr Hedged MSCI Eafe (HEFA, 6.2%) and American Century US Quality (QGRO, 6.2%). Compared with Q4 2024, it opened 35 new positions, sold out of 35, added to 11 and reduced 8. The biggest buy was a new position in SPDR US LC Low Vol Idx (LGLV) and the biggest sale an exit from Invesco S&P Midcap Momentum (XMMO).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH GARDENS, FL
- CIK
- 0001897144
- Portfolio Value
- $194.7M (Q1 2025)
- SEC Filing
- 0001085146-25-002258 ↗ filed Apr 23, 2025
Holdings Value
Holdings 54 stocks · $194.7M
| LGLV SPDR US LC Low Vol Idx | 6.52% | 72,947 | $12.7M | New |
| HEFA Isha Curr Hedged MSCI Eafe | 6.23% | 334,071 | $12.1M | New |
| QGRO American Century US Quality | 6.18% | 128,399 | $12.0M | Reduce -35.3% |
| COWG Pacer US LRG Cap Cows GR LD | 5.99% | 378,572 | $11.7M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.39% | 159,544 | $10.5M | New |
| DHS Wisdomtree US High Dividend | 5.21% | 102,291 | $10.1M | New |
| SPHQ Invesco S&P 500 Quality ETF | 4.82% | 141,512 | $9.4M | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.66% | 98,882 | $9.1M | Add +126.7% |
| DLN Wisdomtree US Largecap Divid | 4.61% | 112,987 | $9.0M | New |
| USMV iShares MSCI USA Min Vol Fac | 4.56% | 94,822 | $8.9M | Reduce -2.0% |
| AGZD Wisdomtree Trust Wisdomtree | 4.39% | 382,502 | $8.5M | Add +826.8% |
| IVW iShares S&P 500 Growth ETF | 3.91% | 81,913 | $7.6M | Reduce -3.0% |
| IDLV Invesco S&P International DE | 2.86% | 183,597 | $5.6M | New |
| PWB Invesco Large Cap Growth ETF | 2.34% | 47,364 | $4.5M | Add +880.4% |
| SCHD Schwab US DVD Equity ETF | 2.12% | 147,257 | $4.1M | New |
| DGRW Wisdomtree U.S. Quality Divi | 1.98% | 48,143 | $3.8M | New |
| SCHG Schwab US Large-Cap Growth | 1.95% | 151,359 | $3.8M | Reduce -29.9% |
| VDE Vanguard Energy ETF | 1.55% | 23,332 | $3.0M | New |
| KIE SS SPDR S&P Insurance ETF | 1.52% | 48,974 | $3.0M | New |
| QUAL iShares MSCI USA Quality Fac | 1.52% | 17,322 | $3.0M | Add +623.3% |
| XLY SS Consumer Disc Select Sect | 1.51% | 14,923 | $2.9M | New |
| FXL First Trust Technology Alpha | 1.50% | 22,118 | $2.9M | New |
| SPMO Invesco S&P 500 Momentum ETF | 1.36% | 28,681 | $2.7M | Reduce -72.7% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 1.35% | 33,263 | $2.6M | New |
| OUSA Alps Oshares US Quality Divi | 1.31% | 47,804 | $2.5M | New |
| IWF iShares Russell 1000 Growth | 1.26% | 6,775 | $2.4M | Reduce -2.1% |
| FDL First Trust Morn DVD Lead Inc. | 0.98% | 44,063 | $1.9M | New |
| LRGF iShares US Equity Factor ETF | 0.95% | 31,864 | $1.8M | New |
| JMOM JPMorgan US Momentum Factor | 0.91% | 31,400 | $1.8M | New |
| SCHO Schwab Short-Term US Treas | 0.71% | 56,846 | $1.4M | Add +203.8% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.60% | 27,610 | $1.2M | Add +1.5% |
| AMGN Amgen Inc. | 0.52% | 3,241 | $1.0M | New |
| MDT Medtronic PLC | 0.51% | 11,107 | $998K | New |
| JPM JPMorgan Chase & Co. | 0.50% | 4,004 | $982K | New |
| NEM Newmont Corp. | 0.49% | 19,881 | $960K | New |
| XMLV Invesco S&P Midcap Low Volat | 0.48% | 15,116 | $933K | Add +4.0% |
| APTV Aptiv PLC | 0.48% | 15,617 | $929K | New |
| SBUX Starbucks Corp. | 0.47% | 9,349 | $917K | New |
| AAPL Apple Inc. | 0.46% | 4,061 | $902K | New |
| VTIP Vanguard Short-Term Tips | 0.46% | 17,984 | $897K | New |
| NEAR iShares SH Dba ETF Usd Inc. | 0.46% | 17,584 | $895K | New |
| TPHD Timothy Plan High DVD STCK | 0.46% | 23,670 | $890K | Add +3.1% |
| AGGY Wisdomtree Yield Enhanced US | 0.46% | 20,438 | $888K | New |
| LDUR PIMCO Enhanced Low Duration | 0.45% | 9,093 | $873K | New |
| GAL SS Global Allocation ETF | 0.44% | 19,106 | $856K | Reduce -4.0% |
| YUM Yum! Brands Inc. | 0.44% | 5,430 | $854K | New |
| AVGO Broadcom Inc. | 0.44% | 5,089 | $852K | Add +3.8% |
| DXCM Dexcom Inc. | 0.41% | 11,701 | $799K | New |
| JSML Janus Hender SM Cap GRW Alph | 0.33% | 10,683 | $650K | Add +7.6% |
| IHDG Wisdomtree International Hed | 0.22% | 9,739 | $423K | New |
| SPLV Invesco S&P 500 Low Volatili | 0.21% | 5,566 | $416K | New |
| LRGE Clearbridge Large Cap Growth | 0.19% | 5,301 | $370K | Add +0.3% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.19% | 4,721 | $370K | Reduce -90.2% |
| IQLT iShares MSCI International Q | 0.19% | 9,094 | $361K | New |
Portfolio Sells Q4 2024 → Q1 2025
| XMMO Invesco S&P Midcap Momentum | Sold out | 0.00% | −5.93 |
| IWY iShares Russell Top 200 Grow | Sold out | 0.00% | −5.85 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −5.34 |
| FBCG Fidelity Blue Chip Grow ETF | Sold out | 0.00% | −5.24 |
| FTC First Trust Large Cap Growth | Sold out | 0.00% | −5.08 |
| CWB SS SPDR BB Conv Sec ETF | Sold out | 0.00% | −4.51 |
| FLQL Franklin U.S. Large Cap Mult | Sold out | 0.00% | −4.37 |
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −4.28 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -72.7% | 1.36% | −3.47 |
| QGRO American Century US Quality | Reduce -35.3% | 6.18% | −3.40 |
| IUSG iShares Core S&P U.S. Growth | Sold out | 0.00% | −2.17 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −2.05 |
| PDP Invesco Dorsey Wright Moment | Sold out | 0.00% | −1.88 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -90.2% | 0.19% | −1.81 |
| TBLL Invesco Short Term Treasury | Sold out | 0.00% | −1.47 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −1.46 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −1.46 |
| FDG American Century Focused DYN | Sold out | 0.00% | −1.46 |
| JHML John Hancock Multi Fact LRG | Sold out | 0.00% | −1.37 |
| BKLC BNY Mellon US LRG Cap Cor | Sold out | 0.00% | −1.31 |
| ILCG iShares Morningstar Growth E | Sold out | 0.00% | −1.15 |
| FDN First Trust DJ Internet Ind | Sold out | 0.00% | −0.99 |
| SCHG Schwab US Large-Cap Growth | Reduce -29.9% | 1.95% | −0.96 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.93 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.55 |
| ERIE Erie Indemnity Company Class A | Sold out | 0.00% | −0.54 |
| GM General Motors Co. | Sold out | 0.00% | −0.53 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.53 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.52 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.51 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.50 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.49 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.49 |
| MEAR Ishrs Short Mat Muni Act ETF | Sold out | 0.00% | −0.45 |
| INKM SS Income Allocation ETF | Sold out | 0.00% | −0.44 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.44 |
| SJNK SS SPDR BB St Hi Yield ETF | Sold out | 0.00% | −0.43 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.0% | 3.91% | −0.24 |
| GARP iShares MSCI USA Quality Gar | Sold out | 0.00% | −0.21 |
| USSG Xtrackers MSCI USA Sele Eqty | Sold out | 0.00% | −0.20 |
| IWF iShares Russell 1000 Growth | Reduce -2.1% | 1.26% | −0.09 |
| GAL SS Global Allocation ETF | Reduce -4.0% | 0.44% | +0.01 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.0% | 4.56% | +0.41 |
Portfolio Buys Q4 2024 → Q1 2025
| LGLV SPDR US LC Low Vol Idx | New | 6.52% | +6.52 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 6.23% | +6.23 |
| COWG Pacer US LRG Cap Cows GR LD | New | 5.99% | +5.99 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 5.39% | +5.39 |
| DHS Wisdomtree US High Dividend | New | 5.21% | +5.21 |
| SPHQ Invesco S&P 500 Quality ETF | New | 4.82% | +4.82 |
| DLN Wisdomtree US Largecap Divid | New | 4.61% | +4.61 |
| AGZD Wisdomtree Trust Wisdomtree | Add +826.8% | 4.39% | +3.94 |
| IDLV Invesco S&P International DE | New | 2.86% | +2.86 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +126.7% | 4.66% | +2.73 |
| SCHD Schwab US DVD Equity ETF | New | 2.12% | +2.12 |
| PWB Invesco Large Cap Growth ETF | Add +880.4% | 2.34% | +2.10 |
| DGRW Wisdomtree U.S. Quality Divi | New | 1.98% | +1.98 |
| VDE Vanguard Energy ETF | New | 1.55% | +1.55 |
| KIE SS SPDR S&P Insurance ETF | New | 1.52% | +1.52 |
| XLY SS Consumer Disc Select Sect | New | 1.51% | +1.51 |
| FXL First Trust Technology Alpha | New | 1.50% | +1.50 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | New | 1.35% | +1.35 |
| QUAL iShares MSCI USA Quality Fac | Add +623.3% | 1.52% | +1.31 |
| OUSA Alps Oshares US Quality Divi | New | 1.31% | +1.31 |
| FDL First Trust Morn DVD Lead Inc. | New | 0.98% | +0.98 |
| LRGF iShares US Equity Factor ETF | New | 0.95% | +0.95 |
| JMOM JPMorgan US Momentum Factor | New | 0.91% | +0.91 |
| AMGN Amgen Inc. | New | 0.52% | +0.52 |
| MDT Medtronic PLC | New | 0.51% | +0.51 |
| JPM JPMorgan Chase & Co. | New | 0.50% | +0.50 |
| NEM Newmont Corp. | New | 0.49% | +0.49 |
| SCHO Schwab Short-Term US Treas | Add +203.8% | 0.71% | +0.49 |
| APTV Aptiv PLC | New | 0.48% | +0.48 |
| SBUX Starbucks Corp. | New | 0.47% | +0.47 |
| AAPL Apple Inc. | New | 0.46% | +0.46 |
| VTIP Vanguard Short-Term Tips | New | 0.46% | +0.46 |
| NEAR iShares SH Dba ETF Usd Inc. | New | 0.46% | +0.46 |
| AGGY Wisdomtree Yield Enhanced US | New | 0.46% | +0.46 |
| LDUR PIMCO Enhanced Low Duration | New | 0.45% | +0.45 |
| YUM Yum! Brands Inc. | New | 0.44% | +0.44 |
| DXCM Dexcom Inc. | New | 0.41% | +0.41 |
| IHDG Wisdomtree International Hed | New | 0.22% | +0.22 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.21% | +0.21 |
| IQLT iShares MSCI International Q | New | 0.19% | +0.19 |
| TPHD Timothy Plan High DVD STCK | Add +3.1% | 0.46% | +0.05 |
| XMLV Invesco S&P Midcap Low Volat | Add +4.0% | 0.48% | +0.05 |
| TPLC Timothy PLN US LRG/Mid Cap | Add +1.5% | 0.60% | +0.04 |
| JSML Janus Hender SM Cap GRW Alph | Add +7.6% | 0.33% | +0.02 |
| LRGE Clearbridge Large Cap Growth | Add +0.3% | 0.19% | −0.00 |
| AVGO Broadcom Inc. | Add +3.8% | 0.44% | −0.11 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 75 | $280.5M | PWB, MTUM, VONG, VFMO, XMMO |
| Q1 2026 | 78 | $218.6M | PWB, ILCB, HGER, CGDV, VFMO |
| Q4 2025 | 74 | $235.6M | MGC, SPYG, IUSG, FTC, SCHG |
| Q3 2025 | 58 | $205.5M | SCHG, VUG, IWY, SPMO, PWB |
| Q2 2025 | 48 | $207.3M | SCHG, SPMO, VUG, PWB, QGRO |
| Q1 2025 | 54 | $194.7M | LGLV, HEFA, QGRO, COWG, SPYM |
| Q4 2024 | 54 | $206.7M | QGRO, XMMO, IWY, VONG, FBCG |
| Q3 2024 | 55 | $213.1M | QGRO, DYNF, FTC, FBCG, SPY |
| Q2 2024 | 49 | $224.0M | SCHG, QQQ, IWF, VUG, IUSG |
| Q1 2024 | 54 | $227.0M | IUSG, XMMO, SPGP, FBCG, MTUM |