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| Happy Holidays!! thanks for using AUM13F!! |
| WIN Advisors Inc
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| CRD # | 300351 |
| SEC # | 801-115311 |
| CIK # | 0001897144 |
| AUM | $238.5 M (2025-03-20) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 561-472-2000 |
| Address | 11440 Jog Road Palm Beach Gardens, FL 33418 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Micron Technology Inc | 1.3 | ||
| Broadcom Inc | 1.2 | ||
| Quanta Services Inc | 1.2 | ||
| Facebook Inc | 1.1 | ||
| Vistra Energy Corp | 1.1 | ||
| Palantir Technologies Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,242 | 220.6 |
| (b) Individuals (high net worth individuals) | 8 | 11.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 44 | 4.5 |
| (h) Charitable organizations | 7 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 4,311 | 238.5 |
| By Discretionary | ||
| Discretionary | 4,311 | 238.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,311 | 238.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.5 | |
| Total | 4,311 | 238.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001897144] | |
| SC 13G | [0001897144] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| WIN Advisors Inc | First Trust Exchange-Traded Fund VI | [2025-08-18] |
| WIN Advisors Inc | WisdomTree Trust | [2025-05-07] |
| WIN Advisors Inc | WisdomTree Trust | [2024-11-14] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Money Concepts Capital Corp
✚
|
FL | 3.3 |
|
WIN Advisors Inc
✚
|
FL | 0.2 |
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