WIN Advisors, Inc. has recently submitted its 13F-HR report, disclosing its investment holdings as of September 30, 2026. This filing reveals a total value of approximately $262 million in assets under management. The report is significant as it provides insight into the company's investment strategies and positions in the market.
WIN Advisors, Inc., incorporated in Florida, is categorized under the SIC description of investment advisory services. The company operates primarily from its business address in Palm Beach Gardens, Florida. The latest filing follows a series of reports, including previous 13F-HR submissions and other regulatory filings.
The filing states, "The total value of securities held is $262,054,908, with a total of 78 entries in the information table." This information table includes notable investments in major companies such as Apple Inc., Microsoft Corp., and others, reflecting WIN Advisors' strategic focus on large-cap technology and healthcare stocks.
This filing may impact various stakeholders, including investors, analysts, and competitors in the investment advisory space. By revealing its holdings, WIN Advisors provides a benchmark for other firms and investors to evaluate market trends and investment strategies.
As for what’s next, the filing does not specify any upcoming actions or additional disclosures. Investors and market watchers will be keen to see how WIN Advisors' investment choices evolve in future filings.
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