Portfolio (Quarterly)
Guide ↗
WIN ADVISORS, INC
· CIK 0001897144| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,722 | $807K | 0.34% | SOLD |
| 42 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 2,697 | $799K | 0.34% | SOLD |
| 43 | SPLV | INVESCO EXCH TRADED FD TR II | — | 6,485 | $463K | 0.20% | SOLD |
| 44 | BIBL | NORTHERN LTS FD TR IV | — | 6,161 | $278K | 0.12% | SOLD |
| 45 | VIG | VANGUARD SPECIALIZED FUNDS | — | 982 | $216K | 0.09% | SOLD |
| 46 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 3,922 | $212K | 0.09% | SOLD |
| 47 | TRV | TRAVELERS COMPANIES INC | Financial Services | 717 | $208K | 0.09% | SOLD |
| 48 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 2,447 | $203K | 0.09% | SOLD |
| 49 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 615 | $203K | 0.09% | SOLD |
| 50 | MCK | MCKESSON CORP | Healthcare | 244 | $200K | 0.09% | SOLD |
Sector Allocation
Technology
47.0%
Industrials
20.7%
Energy
16.3%
Utilities
9.0%
Basic Materials
7.0%