0001085146-24-002015.txt : 20240424 0001085146-24-002015.hdr.sgml : 20240424 20240424134941 ACCESSION NUMBER: 0001085146-24-002015 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240424 DATE AS OF CHANGE: 20240424 EFFECTIVENESS DATE: 20240424 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: 24869534 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 03-31-2024 03-31-2024 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 04-24-2024 0 54 227000205 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 261530 1449 SH SOLE 0 0 1449 AMERICAN CENTY ETF TR FOCUSED DYNAMIC 025072810 200594 2428 SH SOLE 0 0 2428 AMERICAN CENTY ETF TR US QUALITY GROW 025072307 12361512 145532 SH SOLE 0 0 145532 APPLIED MATLS INC COM 038222105 283772 1376 SH SOLE 0 0 1376 AVERY DENNISON CORP COM 053611109 296030 1326 SH SOLE 0 0 1326 BROADCOM INC COM 11135F101 330027 249 SH SOLE 0 0 249 EATON CORP PLC SHS G29183103 215437 689 SH SOLE 0 0 689 FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 316092352 14924283 387946 SH SOLE 0 0 387946 FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 316092873 2961507 59756 SH SOLE 0 0 59756 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 2964557 21989 SH SOLE 0 0 21989 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 12736679 103315 SH SOLE 0 0 103315 GAP INC COM 364760108 387270 14057 SH SOLE 0 0 14057 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 4950985 61718 SH SOLE 0 0 61718 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 1094068 19398 SH SOLE 0 0 19398 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 425219 9577 SH SOLE 0 0 9577 INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 46137V837 6168262 62444 SH SOLE 0 0 62444 INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH 46137V746 3115093 34887 SH SOLE 0 0 34887 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 15191815 142660 SH SOLE 0 0 142660 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 4197960 99643 SH SOLE 0 0 99643 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 15314090 133328 SH SOLE 0 0 133328 ISHARES TR CORE S&P US GWT 464287671 15940723 136001 SH SOLE 0 0 136001 ISHARES TR MRGSTR MD CP GRW 464288307 431148 6100 SH SOLE 0 0 6100 ISHARES TR MSCI USA ESG SLC 464288802 418558 3834 SH SOLE 0 0 3834 ISHARES TR MSCI USA MMENTM 46432F396 12871724 68704 SH SOLE 0 0 68704 ISHARES TR RUS TP200 GR ETF 464289438 12064984 61840 SH SOLE 0 0 61840 ISHARES TR TRS FLT RT BD 46434V860 1243324 24528 SH SOLE 0 0 24528 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1254269 24862 SH SOLE 0 0 24862 J P MORGAN EXCHANGE TRADED F US MOMENTUM 46641Q779 2020553 38355 SH SOLE 0 0 38355 JANUS DETROIT STR TR HENDERSN CAP ETF 47103U100 499928 8266 SH SOLE 0 0 8266 LEGG MASON ETF INVT CLEARBRIDEG LR 524682200 389525 5806 SH SOLE 0 0 5806 NRG ENERGY INC COM NEW 629377508 328635 4855 SH SOLE 0 0 4855 NVIDIA CORPORATION COM 67066G104 459008 508 SH SOLE 0 0 508 PROGRESSIVE CORP COM 743315103 314366 1520 SH SOLE 0 0 1520 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 451294 9361 SH SOLE 0 0 9361 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 10898109 117538 SH SOLE 0 0 117538 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2985129 70872 SH SOLE 0 0 70872 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 420289 2018 SH SOLE 0 0 2018 SPDR SER TR BBG CONV SEC ETF 78464A359 1264615 17314 SH SOLE 0 0 17314 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 1270771 13843 SH SOLE 0 0 13843 SPDR SER TR NYSE TECH ETF 78464A102 12065545 66153 SH SOLE 0 0 66153 SPDR SER TR PORTFOLI S&P1500 78464A805 3025639 47165 SH SOLE 0 0 47165 SPDR SER TR PORTFOLIO S&P500 78464A854 10804917 175604 SH SOLE 0 0 175604 SPDR SER TR PRTFLO S&P500 GW 78464A409 6193828 84673 SH SOLE 0 0 84673 SPDR SER TR S&P TRANSN ETF 78464A532 3035529 35809 SH SOLE 0 0 35809 SSGA ACTIVE ETF TR INCOM ALLO ETF 78467V202 1284125 41142 SH SOLE 0 0 41142 TIMOTHY PLAN HIG DV STK ETF 887432326 1132157 31301 SH SOLE 0 0 31301 TIMOTHY PLAN US LRGMD CP CORE 887432359 1162868 27615 SH SOLE 0 0 27615 UNITED RENTALS INC COM 911363109 466558 647 SH SOLE 0 0 647 VALERO ENERGY CORP COM 91913Y100 315435 1848 SH SOLE 0 0 1848 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2981247 12434 SH SOLE 0 0 12434 VANGUARD WELLINGTON FD US MOMENTUM 921935508 7515643 49680 SH SOLE 0 0 49680 WISDOMTREE TR INTRST RATE HDGE 97717W380 11446145 518394 SH SOLE 0 0 518394 WISDOMTREE TR US LARGECAP FUND 97717W588 1246777 22505 SH SOLE 0 0 22505 WISDOMTREE TR US QTLY DIV GRT 97717X669 416150 5462 SH SOLE 0 0 5462