Investor

WIN ADVISORS, INC

Portfolio Total Value

$333,042,000.00

Number of Stocks

93

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
QGRO $19,798,000.0 9.58%
Added 8.89%
198,578 $99.7 $114.0
Added 14.34%
$78.11 $106.51
XMMO $12,249,000.0 5.93%
No Change
99,161 $123.53 $160.25
Added 29.73%
$92.01 $137.14
IWY $12,087,000.0 5.85%
Added 165.29%
51,376 $235.27 $280.3
Added 19.14%
$180.22 $245.04
DYNF $12,282,000.0 5.76%
No Change
248,284 $49.47 $63.92
Added 29.21%
$40.4 $53.5
VONG $11,040,000.0 5.34%
No Change
106,880 $103.3 $123.29
Added 19.35%
$79.91 $107.97
FBCG $10,821,000.0 5.24%
Reduced 14.42%
233,933 $46.26 $58.57
Added 26.61%
$34.19 $48.49
SPY $11,112,000.0 5.22%
No Change
19,368 $573.76 $713.94
Added 24.43%
$482.86 $609.07
FTC $10,495,000.0 5.08%
Reduced 16.37%
75,914 $138.25 $170.64
Added 23.43%
$111.42 $149.16
SPMO $9,987,000.0 4.83%
Reduced 13.5%
105,118 $95.01 $131.52
Added 38.43%
$69.02 $100.83
LGLV $9,734,000.0 4.57%
No Change
57,524 $169.23 $180.11
Added 6.43%
$145.91 $178.3
CWB $9,310,000.0 4.51%
Added 732.54%
119,536 $77.89 $100.78
Added 29.39%
$69.45 $82.24
$9,428,000.0 4.42%
No Change
174,601 $54.0 $nan
Reduced nan%
$nan $nan
FDLO $9,393,000.0 4.41%
No Change
153,107 $61.35 $68.22
Added 11.2%
$53.62 $63.19
FLQL $9,039,000.0 4.37%
No Change
154,154 $58.64 $74.35
Added 26.79%
$49.13 $61.29
DEF $9,154,000.0 4.3%
No Change
107,834 $84.89 $67.84
Reduced 20.08%
$59.14 $70.92
XLG $8,847,000.0 4.28%
No Change
177,087 $49.96 $60.63
Added 21.36%
$38.82 $51.76
USMV $8,588,000.0 4.16%
No Change
96,724 $88.79 $94.08
Added 5.96%
$79.31 $94.83
IVW $8,577,000.0 4.15%
No Change
84,478 $101.53 $129.76
Added 27.8%
$77.2 $106.33
USMC $7,013,000.0 3.29%
No Change
123,071 $56.99 $69.59
Added 22.11%
$48.04 $61.98
SCHG $6,014,000.0 2.91%
No Change
215,816 $27.87 $32.92
Added 18.12%
$21.28 $29.14
JMOM $6,082,000.0 2.85%
No Change
106,466 $57.13 $75.84
Added 32.75%
$47.04 $62.2
IUSG $4,477,000.0 2.17%
Reduced 54.26%
32,130 $139.35 $177.54
Added 27.41%
$106.8 $145.11
MGK $4,226,000.0 2.05%
No Change
12,307 $343.41 $84.26
Reduced 75.46%
$265.99 $358.61
NULG $4,123,000.0 2.0%
No Change
48,032 $85.84 $104.66
Added 21.92%
$70.12 $91.03
MOAT $4,244,000.0 1.99%
No Change
43,782 $96.95 $100.97
Added 4.15%
$83.24 $99.06
BIL $3,988,000.0 1.93%
No Change
43,620 $91.43 $91.61
Added 0.2%
$91.29 $91.83
CSM $4,122,000.0 1.93%
No Change
63,063 $65.37 $81.83
Added 25.18%
$55.53 $69.08
VIG $4,041,000.0 1.9%
No Change
20,406 $198.06 $226.83
Added 14.53%
$172.3 $205.2
PDP $3,879,000.0 1.88%
No Change
36,050 $107.61 $134.86
Added 25.32%
$86.65 $117.67
CLTL $3,041,000.0 1.47%
No Change
28,801 $105.6 $105.41
Reduced 0.18%
$104.81 $106.21
FDG $3,015,000.0 1.46%
No Change
29,033 $103.86 $129.98
Added 25.15%
$72.86 $109.95
USFR $3,020,000.0 1.46%
No Change
60,032 $50.32 $50.45
Added 0.26%
$50.19 $50.53
USFR $3,020,000.0 1.46%
No Change
60,032 $50.32 $50.45
Added 0.26%
$50.19 $50.53
SGOV $3,017,000.0 1.46%
No Change
30,080 $100.32 $100.64
Added 0.32%
$100.15 $100.75
XTN $3,009,000.0 1.41%
No Change
36,510 $82.44 $104.95
Added 27.3%
$71.84 $95.62
XLY $2,994,000.0 1.41%
No Change
14,943 $200.37 $118.69
Reduced 40.76%
$166.48 $240.28
JHML $2,830,000.0 1.37%
No Change
40,644 $69.65 $84.84
Added 21.81%
$59.36 $73.5
FUTY $2,928,000.0 1.37%
No Change
56,508 $51.82 $59.65
Added 15.11%
$38.17 $53.65
IWF $2,778,000.0 1.34%
No Change
6,920 $401.58 $479.14
Added 19.31%
$310.51 $419.53
FREL $2,835,000.0 1.33%
No Change
96,195 $29.48 $28.9
Reduced 1.97%
$23.61 $30.07
BKLC $2,703,000.0 1.31%
No Change
24,126 $112.06 $136.63
Added 21.93%
$91.81 $116.65
DSI $2,764,000.0 1.3%
No Change
25,409 $108.79 $134.46
Added 23.6%
$92.7 $115.78
SPHQ $2,771,000.0 1.3%
No Change
41,195 $67.27 $80.73
Added 20.01%
$55.67 $69.97
JQUA $2,692,000.0 1.26%
No Change
47,600 $56.57 $66.2
Added 17.02%
$49.08 $60.33
ILCG $2,384,000.0 1.15%
Added 435.04%
26,618 $89.6 $110.15
Added 22.94%
$69.37 $93.95
FDN $2,041,000.0 0.99%
No Change
8,396 $243.17 $263.15
Added 8.22%
$177.2 $257.87
SPYG $1,911,000.0 0.93%
No Change
21,752 $87.9 $112.34
Added 27.8%
$66.89 $92.02
VGT $1,909,000.0 0.9%
No Change
3,256 $586.52 $104.16
Reduced 82.24%
$478.25 $648.66
QUS $1,915,000.0 0.9%
No Change
12,157 $157.55 $180.45
Added 14.54%
$135.0 $164.23
SCHX $1,767,000.0 0.83%
No Change
26,049 $67.85 $28.14
Reduced 58.53%
$19.08 $66.02
EPS $1,749,000.0 0.82%
No Change
29,144 $60.04 $74.57
Added 24.2%
$50.99 $63.95
TPLC $1,165,000.0 0.56%
Added 23.49%
27,207 $42.83 $48.66
Added 13.61%
$37.89 $46.48
LULU $1,130,000.0 0.55%
No Change
2,955 $382.41 $143.8
Reduced 62.4%
$226.01 $491.3
AVGO $1,137,000.0 0.55%
No Change
4,905 $231.82 $422.76
Added 82.37%
$117.43 $251.88
ERIE $1,106,000.0 0.54%
No Change
2,683 $412.23 $233.62
Reduced 43.33%
$333.8 $547.0
IYLD $1,118,000.0 0.53%
No Change
54,157 $20.66 $22.12
Added 7.07%
$19.34 $20.81
GM $1,098,000.0 0.53%
No Change
20,612 $53.27 $78.05
Added 46.52%
$34.56 $61.24
DECK $1,096,000.0 0.53%
No Change
5,397 $203.09 $108.53
Reduced 46.56%
$123.33 $218.39
RCL $1,083,000.0 0.52%
No Change
4,696 $230.69 $265.84
Added 15.24%
$113.1 $258.7
NEAR $1,092,000.0 0.51%
No Change
21,318 $51.24 $50.91
Reduced 0.64%
$49.88 $51.4
MSCI $1,056,000.0 0.51%
No Change
1,761 $600.01 $592.69
Reduced 1.22%
$439.95 $642.45
ULTA $1,037,000.0 0.5%
No Change
2,386 $434.93 $558.55
Added 28.42%
$318.17 $574.76
LMBS $1,073,000.0 0.5%
No Change
21,719 $49.41 $49.97
Added 1.13%
$45.06 $51.49
TXN $1,005,000.0 0.49%
No Change
5,365 $187.51 $277.14
Added 47.8%
$155.46 $220.39
BIIB $1,022,000.0 0.49%
No Change
6,686 $152.92 $184.38
Added 20.57%
$139.71 $251.99
AGZD $926,000.0 0.45%
Reduced 91.01%
41,271 $22.46 $22.61
Added 0.67%
$21.69 $22.87
MEAR $921,000.0 0.45%
No Change
18,458 $49.95 $50.36
Added 0.82%
$49.87 $51.1
TFLO $903,000.0 0.44%
No Change
17,909 $50.47 $50.61
Added 0.28%
$50.36 $50.71
INKM $914,000.0 0.44%
Reduced 15.76%
29,245 $31.28 $34.35
Added 9.81%
$29.95 $33.16
XMLV $883,000.0 0.43%
Reduced 15.37%
14,531 $60.82 $65.49
Added 7.68%
$52.14 $65.99
SJNK $884,000.0 0.43%
No Change
35,024 $25.25 $25.21
Reduced 0.16%
$24.67 $25.77
GAL $879,000.0 0.43%
No Change
19,902 $44.18 $52.23
Added 18.22%
$41.16 $46.17
ANET $867,000.0 0.41%
No Change
2,260 $383.82 $176.91
Reduced 53.91%
$60.08 $121.92
PWR $871,000.0 0.41%
No Change
2,924 $298.15 $624.84
Added 109.57%
$192.62 $365.71
TPHD $834,000.0 0.4%
Reduced 9.65%
22,965 $36.36 $41.8
Added 14.96%
$32.41 $39.66
NEM $820,000.0 0.39%
No Change
15,353 $53.45 $120.7
Added 125.82%
$29.42 $58.72
PG $828,000.0 0.39%
No Change
4,783 $173.2 $148.18
Reduced 14.45%
$152.06 $180.43
PGR $815,000.0 0.38%
No Change
3,214 $253.76 $200.89
Reduced 20.83%
$175.5 $270.62
CTAS $810,000.0 0.38%
No Change
3,938 $205.88 $175.9
Reduced 14.56%
$148.75 $228.12
TRV $819,000.0 0.38%
No Change
3,499 $234.12 $302.73
Added 29.31%
$200.21 $269.56
PHM $802,000.0 0.38%
No Change
5,594 $143.53 $127.56
Reduced 11.13%
$100.24 $149.47
PSA $789,000.0 0.37%
No Change
2,171 $363.87 $308.29
Reduced 15.27%
$256.31 $369.99
CMG $764,000.0 0.36%
No Change
13,273 $57.62 $34.21
Reduced 40.63%
$46.15 $69.26
JSML $650,000.0 0.31%
Added 39.55%
9,926 $65.55 $81.79
Added 24.77%
$55.96 $74.37
PWB $491,000.0 0.24%
Reduced 89.0%
4,831 $101.74 $146.26
Added 43.76%
$81.78 $108.28
SCHO $450,000.0 0.22%
Added 25.37%
18,712 $24.06 $24.27
Added 0.87%
$23.85 $48.79
STLG $430,000.0 0.21%
No Change
7,649 $56.25 $48.84
Reduced 13.17%
$42.73 $58.95
QUAL $426,000.0 0.21%
No Change
2,395 $178.08 $207.4
Added 16.46%
$150.47 $187.26
USSG $418,000.0 0.2%
Added 0.91%
7,747 $53.98 $65.84
Added 21.97%
$45.17 $56.71
SUSL $402,000.0 0.19%
No Change
3,969 $101.52 $125.51
Added 23.63%
$86.05 $108.04
LRGE $397,000.0 0.19%
No Change
5,286 $75.26 $83.42
Added 10.84%
$61.83 $78.93
SPYV $404,000.0 0.19%
No Change
7,657 $52.86 $59.11
Added 11.82%
$46.36 $55.42
GSLC $204,000.0 0.1%
No Change
1,814 $112.94 $136.52
Added 20.88%
$95.58 $121.0