0001085146-24-000713.txt : 20240205 0001085146-24-000713.hdr.sgml : 20240205 20240205160730 ACCESSION NUMBER: 0001085146-24-000713 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240205 DATE AS OF CHANGE: 20240205 EFFECTIVENESS DATE: 20240205 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WIN ADVISORS, INC CENTRAL INDEX KEY: 0001897144 ORGANIZATION NAME: 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: 24595730 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 12-31-2023 12-31-2023 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 02-05-2024 0 55 220407881 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 297326 2017 SH SOLE 0 0 2017 ALPS ETF TR OSHARES US QUALT 00162Q387 397988 8635 SH SOLE 0 0 8635 AMAZON COM INC COM 023135106 293700 1933 SH SOLE 0 0 1933 APPLE INC COM 037833100 234501 1218 SH SOLE 0 0 1218 ARISTA NETWORKS INC COM 040413106 231503 983 SH SOLE 0 0 983 BROADCOM INC COM 11135F101 475529 426 SH SOLE 0 0 426 CHIPOTLE MEXICAN GRILL INC COM 169656105 402510 176 SH SOLE 0 0 176 CVS HEALTH CORP COM 126650100 210665 2668 SH SOLE 0 0 2668 FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 2957528 128365 SH SOLE 0 0 128365 FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501 3030343 56589 SH SOLE 0 0 56589 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 1393773 28845 SH SOLE 0 0 28845 GAP INC COM 364760108 504937 24148 SH SOLE 0 0 24148 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 3938705 41986 SH SOLE 0 0 41986 INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370 479156 5815 SH SOLE 0 0 5815 INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297 11575445 481507 SH SOLE 0 0 481507 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 1007550 18946 SH SOLE 0 0 18946 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 15767729 371793 SH SOLE 0 0 371793 INVESCO EXCH TRD SLF IDX FD BLOOMBERG PRICIN 46138J775 367714 5081 SH SOLE 0 0 5081 INVESCO EXCHANGE TRADED FD T DJ INDL AVG DV 46137V605 24769571 538235 SH SOLE 0 0 538235 INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH 46137V746 3166305 40750 SH SOLE 0 0 40750 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4127359 26155 SH SOLE 0 0 26155 INVESCO QQQ TR UNIT SER 1 46090E103 4347924 10617 SH SOLE 0 0 10617 ISHARES TR 1 3 YR TREAS BD 464287457 10661668 129956 SH SOLE 0 0 129956 ISHARES TR CONSER ALLOC ETF 464289883 11444886 316595 SH SOLE 0 0 316595 ISHARES TR HDG MSCI EAFE 46434V803 1616561 51302 SH SOLE 0 0 51302 ISHARES TR MODERT ALLOC ETF 464289875 1459208 35153 SH SOLE 0 0 35153 ISHARES TR MORNINGSTAR GRWT 464287119 2111677 31137 SH SOLE 0 0 31137 ISHARES TR MRNGSTR INC ETF 46432F875 1445019 71820 SH SOLE 0 0 71820 ISHARES TR RUS TOP 200 ETF 464289446 24187738 210162 SH SOLE 0 0 210162 ISHARES TR RUS TP200 GR ETF 464289438 11461207 65410 SH SOLE 0 0 65410 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 1398926 27984 SH SOLE 0 0 27984 JANUS DETROIT STR TR HENDERSN CAP ETF 47103U100 480437 8143 SH SOLE 0 0 8143 KEYCORP COM 493267108 178013 12362 SH SOLE 0 0 12362 MONSTER BEVERAGE CORP NEW COM 61174X109 222606 3864 SH SOLE 0 0 3864 NVIDIA CORPORATION COM 67066G104 236716 478 SH SOLE 0 0 478 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 1386313 14630 SH SOLE 0 0 14630 PROSHARES TR S&P 500 DV ARIST 74348A467 2960181 31094 SH SOLE 0 0 31094 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 441235 9107 SH SOLE 0 0 9107 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 12066452 158498 SH SOLE 0 0 158498 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1387751 16728 SH SOLE 0 0 16728 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1714142 45588 SH SOLE 0 0 45588 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 3028529 8036 SH SOLE 0 0 8036 SPDR SER TR PORTFOLIO S&P500 78464A854 11537732 206399 SH SOLE 0 0 206399 SPDR SER TR SSGA US LRG ETF 78468R804 3899941 26894 SH SOLE 0 0 26894 SSGA ACTIVE ETF TR GLOBL ALLO ETF 78467V400 1435963 34652 SH SOLE 0 0 34652 TIMOTHY PLAN HIG DV STK ETF 887432326 1011762 30552 SH SOLE 0 0 30552 TIMOTHY PLAN US LRGMD CP CORE 887432359 1031869 27004 SH SOLE 0 0 27004 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 5796853 68303 SH SOLE 0 0 68303 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1783620 10847 SH SOLE 0 0 10847 VANGUARD INDEX FDS GROWTH ETF 922908736 407565 1311 SH SOLE 0 0 1311 VANGUARD INDEX FDS SML CP GRW ETF 922908595 420197 1738 SH SOLE 0 0 1738 VANGUARD WORLD FD MEGA GRWTH IND 921910816 3034228 11692 SH SOLE 0 0 11692 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 3014476 9898 SH SOLE 0 0 9898 VANGUARD WORLD FDS INF TECH ETF 92204A702 1778408 3674 SH SOLE 0 0 3674 WISDOMTREE TR US QTLY DIV GRT 97717X669 15388241 218956 SH SOLE 0 0 218956