0001085146-24-003444.txt : 20240802 0001085146-24-003444.hdr.sgml : 20240802 20240802114624 ACCESSION NUMBER: 0001085146-24-003444 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240802 DATE AS OF CHANGE: 20240802 EFFECTIVENESS DATE: 20240802 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: 241169521 BUSINESS ADDRESS: STREET 1: 11440 JOG ROAD CITY: PALM BEACH GARDENS STATE: FL ZIP: 33418 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 06-30-2024 06-30-2024 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 08-02-2024 0 49 223968786 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIR PRODS & CHEMS INC COM 009158106 497520 1928 SH SOLE 0 0 1928 ALPHABET INC CAP STK CL A 02079K305 587463 3225 SH SOLE 0 0 3225 ALPS ETF TR OSHARES US QUALT 00162Q387 414626 8356 SH SOLE 0 0 8356 ANALOG DEVICES INC COM 032654105 519976 2278 SH SOLE 0 0 2278 APPLIED MATLS INC COM 038222105 539020 2284 SH SOLE 0 0 2284 EATON CORP PLC SHS G29183103 579127 1847 SH SOLE 0 0 1847 ETSY INC COM 29786A106 547275 9279 SH SOLE 0 0 9279 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 12623118 180511 SH SOLE 0 0 180511 FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 316092352 2160323 50903 SH SOLE 0 0 50903 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 2770866 34204 SH SOLE 0 0 34204 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 2751409 40108 SH SOLE 0 0 40108 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 1153471 62791 SH SOLE 0 0 62791 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11523111 239815 SH SOLE 0 0 239815 FRANKLIN TEMPLETON ETF TR US LRG CP MLTFCT 35473P801 10144128 182514 SH SOLE 0 0 182514 GOLDMAN SACHS ETF TR MARKETBETA US EQ 381430123 9959636 133221 SH SOLE 0 0 133221 HEWLETT PACKARD ENTERPRISE C COM 42824C109 531409 25102 SH SOLE 0 0 25102 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 6279495 71798 SH SOLE 0 0 71798 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 1011635 18317 SH SOLE 0 0 18317 INVESCO EXCH TRADED FD TR II SHORT TERM TREAS 46138G888 2740638 25985 SH SOLE 0 0 25985 INVESCO QQQ TR UNIT SER 1 46090E103 16458433 34352 SH SOLE 0 0 34352 ISHARES TR CORE S&P US GWT 464287671 12961443 101674 SH SOLE 0 0 101674 ISHARES TR ESG MSCI LEADR 46435U218 387089 3973 SH SOLE 0 0 3973 ISHARES TR MORNINGSTAR GRWT 464287119 423595 5203 SH SOLE 0 0 5203 ISHARES TR RUS 1000 GRW ETF 464287614 15526366 42595 SH SOLE 0 0 42595 ISHARES TR RUS TP200 GR ETF 464289438 6507830 30337 SH SOLE 0 0 30337 ISHARES TR S&P 100 ETF 464287101 4163860 15754 SH SOLE 0 0 15754 ISHARES TR S&P 500 GRWT ETF 464287309 4494141 48564 SH SOLE 0 0 48564 ISHARES TR SHORT TREAS BD 464288679 238067 2154 SH SOLE 0 0 2154 ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 1175335 23353 SH SOLE 0 0 23353 JANUS DETROIT STR TR HENDERSN CAP ETF 47103U100 371783 6295 SH SOLE 0 0 6295 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 2999080 46133 SH SOLE 0 0 46133 NEWMONT CORP COM 651639106 582286 13907 SH SOLE 0 0 13907 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 482009 5939 SH SOLE 0 0 5939 NVIDIA CORPORATION COM 67066G104 666377 5394 SH SOLE 0 0 5394 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 759922 15789 SH SOLE 0 0 15789 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 16548992 164111 SH SOLE 0 0 164111 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 3971766 43275 SH SOLE 0 0 43275 SPDR SER TR PORTFOLIO S&P500 78464A854 4053742 63340 SH SOLE 0 0 63340 SPDR SER TR PRTFLO S&P500 GW 78464A409 6330319 79001 SH SOLE 0 0 79001 TIMOTHY PLAN HIG DV STK ETF 887432326 1000213 28590 SH SOLE 0 0 28590 TIMOTHY PLAN US LRGMD CP CORE 887432359 996202 24551 SH SOLE 0 0 24551 TRANSDIGM GROUP INC COM 893641100 542984 425 SH SOLE 0 0 425 VANGUARD INDEX FDS GROWTH ETF 922908736 15366949 41087 SH SOLE 0 0 41087 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 10111123 107783 SH SOLE 0 0 107783 VANGUARD WORLD FD INF TECH ETF 92204A702 1959253 3398 SH SOLE 0 0 3398 VANGUARD WORLD FD MEGA CAP INDEX 921910873 12017131 60911 SH SOLE 0 0 60911 VANGUARD WORLD FD MEGA GRWTH IND 921910816 3523237 11213 SH SOLE 0 0 11213 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 1194171 23736 SH SOLE 0 0 23736 WISDOMTREE TR INTRST RATE HDGE 97717W380 10820842 485240 SH SOLE 0 0 485240