0001085146-23-003987.txt : 20231030 0001085146-23-003987.hdr.sgml : 20231030 20231030171410 ACCESSION NUMBER: 0001085146-23-003987 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231030 DATE AS OF CHANGE: 20231030 EFFECTIVENESS DATE: 20231030 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WIN ADVISORS, INC CENTRAL INDEX KEY: 0001897144 IRS NUMBER: 833084308 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22036 FILM NUMBER: 231361404 BUSINESS ADDRESS: STREET 1: 11440 NORTH JOG RD CITY: PALM BEACH GARDENS STATE: FL ZIP: 33418-3764 BUSINESS PHONE: 561-472-2000 MAIL ADDRESS: STREET 1: 11440 NORTH JOG RD CITY: PALM BEACH GARDENS STATE: FL ZIP: 33418-3764 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001897144 XXXXXXXX 09-30-2023 09-30-2023 false WIN ADVISORS, INC

11440 NORTH JOG RD PALM BEACH GARDENS FL 33418-3764

13F HOLDINGS REPORT 028-22036 000300351 801-115311 N Mary Therese Walsh 561-472-2000 /s/Mary Therese Walsh Palm Beach Gardens FL 10-30-2023 0 46 204172162 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AKAMAI TECHNOLOGIES INC COM 00971T101 246534 2314 SH SOLE 0 0 2314 AMERICAN CENTY ETF TR US QUALITY GROW 025072307 389179 5775 SH SOLE 0 0 5775 FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 33734X184 1589240 55647 SH SOLE 0 0 55647 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 425502 9260 SH SOLE 0 0 9260 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 11988798 119756 SH SOLE 0 0 119756 INTUIT COM 461202103 202844 397 SH SOLE 0 0 397 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 779393 15851 SH SOLE 0 0 15851 INVESCO EXCH TRADED FD TR II SHORT TERM TREAS 46138G888 1517478 14383 SH SOLE 0 0 14383 INVESCO EXCHANGE TRADED FD T DORSEY WRGT ENRG 46137V878 3263706 70582 SH SOLE 0 0 70582 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 11657058 232954 SH SOLE 0 0 232954 ISHARES TR 0-3 MNTH TREASRY 46436E718 1473685 14639 SH SOLE 0 0 14639 ISHARES TR BLACKROCK ULTRA 46434V878 13438832 266749 SH SOLE 0 0 266749 ISHARES TR CORE S&P US GWT 464287671 4856913 51217 SH SOLE 0 0 51217 ISHARES TR HDG MSCI EAFE 46434V803 14959814 497002 SH SOLE 0 0 497002 ISHARES TR MSCI USA MMENTM 46432F396 1655038 11847 SH SOLE 0 0 11847 ISHARES TR RUS TOP 200 ETF 464289446 1646164 15925 SH SOLE 0 0 15925 ISHARES TR S&P 500 GRWT ETF 464287309 4379701 64012 SH SOLE 0 0 64012 ISHARES TR SHORT TREAS BD 464288679 418571 3789 SH SOLE 0 0 3789 ISHARES TR U.S. UTILITS ETF 464287697 391964 5327 SH SOLE 0 0 5327 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1521343 30494 SH SOLE 0 0 30494 JANUS DETROIT STR TR HENDERSN CAP ETF 47103U100 275245 5398 SH SOLE 0 0 5398 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 3144408 59306 SH SOLE 0 0 59306 KEYCORP COM 493267108 181433 16862 SH SOLE 0 0 16862 KLA CORP COM NEW 482480100 243551 531 SH SOLE 0 0 531 OLD DOMINION FREIGHT LINE IN COM 679580100 210707 515 SH SOLE 0 0 515 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 11393735 126177 SH SOLE 0 0 126177 PROGRESSIVE CORP COM 743315103 217447 1561 SH SOLE 0 0 1561 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 998505 20850 SH SOLE 0 0 20850 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 27456257 377558 SH SOLE 0 0 377558 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 3271794 49898 SH SOLE 0 0 49898 SHERWIN WILLIAMS CO COM 824348106 215262 844 SH SOLE 0 0 844 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 7936233 86433 SH SOLE 0 0 86433 SPDR SER TR PRTFLO S&P500 VL 78464A508 4096360 99282 SH SOLE 0 0 99282 SPDR SER TR SSGA US LRG ETF 78468R804 11154311 83537 SH SOLE 0 0 83537 TIMOTHY PLAN HIG DV STK ETF 887432326 838035 27375 SH SOLE 0 0 27375 TIMOTHY PLAN US LRGMD CP CORE 887432359 829624 24068 SH SOLE 0 0 24068 VANGUARD INDEX FDS TOTAL STK MKT 922908769 11185601 52660 SH SOLE 0 0 52660 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 13563430 198179 SH SOLE 0 0 198179 VANGUARD WORLD FD MEGA GRWTH IND 921910816 374158 1649 SH SOLE 0 0 1649 WELLS FARGO CO NEW COM 949746101 208224 5096 SH SOLE 0 0 5096 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 11241351 223397 SH SOLE 0 0 223397 WISDOMTREE TR GLB US QTLY DIV 97717W844 382235 11427 SH SOLE 0 0 11427 WISDOMTREE TR INTRST RATE HDGE 97717W380 1660052 74912 SH SOLE 0 0 74912 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 384301 9920 SH SOLE 0 0 9920 WISDOMTREE TR US HIGH DIVIDEND 97717W208 4349208 55716 SH SOLE 0 0 55716 WISDOMTREE TR US MIDCAP FUND 97717W570 11558938 227807 SH SOLE 0 0 227807