Portfolio (Quarterly)
Guide ↗
WIN ADVISORS, INC
· CIK 0001897144| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | TER | TERADYNE INC | Technology | 5,652 | $1.7M | 0.77% | SOLD |
| 22 | ODFL | OLD DOMINION FREIGHT LINE IN | Industrials | 8,178 | $1.6M | 0.73% | SOLD |
| 23 | PKW | INVESCO EXCHANGE TRADED FD T | — | 12,011 | $1.6M | 0.72% | SOLD |
| 24 | XLY | SELECT SECTOR SPDR TR | — | 14,378 | $1.6M | 0.72% | SOLD |
| 25 | IYH | ISHARES TR | — | 25,295 | $1.6M | 0.71% | SOLD |
| 26 | FDX | FEDEX CORP | Industrials | 4,141 | $1.5M | 0.68% | SOLD |
| 27 | OXY | OCCIDENTAL PETE CORP | Energy | 22,576 | $1.5M | 0.67% | SOLD |
| 28 | LMT | LOCKHEED MARTIN CORP | Industrials | 2,242 | $1.4M | 0.62% | SOLD |
| 29 | TRGP | TARGA RES CORP | Energy | 5,203 | $1.3M | 0.60% | SOLD |
| 30 | CNQ | CANADIAN NAT RES LTD MED TER | Energy | 26,037 | $1.3M | 0.58% | SOLD |
| 31 | LNG | CHENIERE ENERGY INC | Energy | 4,062 | $1.2M | 0.53% | SOLD |
| 32 | SCHO | SCHWAB STRATEGIC TR | — | 44,420 | $1.1M | 0.49% | SOLD |
| 33 | TDY | TELEDYNE TECHNOLOGIES INC | Technology | 1,728 | $1.0M | 0.48% | SOLD |
| 34 | VTIP | VANGUARD MALVERN FDS | — | 20,533 | $1.0M | 0.47% | SOLD |
| 35 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 20,107 | $1.0M | 0.46% | SOLD |
| 36 | QQQE | DIREXION SHARES ETF TRUST | — | 4,673 | $460K | 0.21% | SOLD |
| 37 | QLTY | GMO ETF TRUST | — | 12,532 | $453K | 0.21% | SOLD |
| 38 | SUSA | ISHARES TR | — | 3,365 | $445K | 0.20% | SOLD |
| 39 | CVX | CHEVRON CORPORATION | Energy | 1,537 | $318K | 0.14% | SOLD |
| 40 | LITE | LUMENTUM HLDGS INC | Technology | 418 | $294K | 0.13% | SOLD |
Sector Allocation
Technology
81.5%
Industrials
10.7%
Utilities
4.3%
Financial Services
3.0%
Real Estate
0.3%
Consumer Cyclical
0.2%