Winning Points Advisors
Latest statistics and disclosures from Winning Points Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, BAC, MCD, STEW, and represent 65.22% of Winning Points Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL, MSFT, STEW, Mitsubishi Ufj Financial, JPM, SHW, WMT, UPS, VOO, MCD.
- Started 17 new stock positions in STEW, NVDA, VOO, RTX, LMT, GOOG, Mitsubishi Ufj Financial, TRV, CALF, SHW. COST, AXP, RSP, PM, KO, IVV, UPS.
- Reduced shares in these 10 stocks: Proshares Tr Ultrapro Short S, TGT, , PFE, HD, PEP, , JNJ, MGM, BMY.
- Sold out of its positions in CRON, DEO, MRK, PEP, PFE, Proshares Tr Ultrapro Short S.
- Winning Points Advisors was a net buyer of stock by $21M.
- Winning Points Advisors has $94M in assets under management (AUM), dropping by 65.63%.
- Central Index Key (CIK): 0001793399
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Portfolio Holdings for Winning Points Advisors
Winning Points Advisors holds 43 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 42.1 | $39M | +10% | 161k | 245.04 |
|
| Microsoft Corporation (MSFT) | 7.5 | $7.0M | +107% | 15k | 475.36 |
|
| Bank of America Corporation (BAC) | 6.3 | $5.9M | +20% | 172k | 34.28 |
|
| McDonald's Corporation (MCD) | 5.6 | $5.3M | +25% | 4.0k | 1328.78 |
|
| SRH Total Return Fund 0 (STEW) | 3.7 | $3.4M | NEW | 184k | 18.54 |
|
| Mitsubishi Ufj Financial | 3.5 | $3.3M | NEW | 224k | 14.69 |
|
| JPMorgan Chase & Co. (JPM) | 3.2 | $3.0M | +125% | 21k | 140.25 |
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| Procter & Gamble Company (PG) | 2.8 | $2.7M | +26% | 19k | 143.29 |
|
| Wal-Mart Stores (WMT) | 1.9 | $1.8M | +352% | 16k | 111.44 |
|
| Abbvie (ABBV) | 1.7 | $1.6M | -4% | 6.9k | 228.34 |
|
| Sherwin-Williams Company (SHW) | 1.7 | $1.6M | NEW | 4.8k | 323.96 |
|
| United Parcel Service Inc Com Cl B CL B (UPS) | 1.4 | $1.3M | NEW | 14k | 95.42 |
|
| Johnson & Johnson (JNJ) | 1.4 | $1.3M | -18% | 6.3k | 206.90 |
|
| Exxon Mobil Corporation (XOM) | 1.4 | $1.3M | +114% | 17k | 76.57 |
|
| Vangurd S&P500 ETF 0 (VOO) | 1.3 | $1.2M | NEW | 1.9k | 627.00 |
|
| Home Depot (HD) | 1.1 | $984k | -26% | 2.9k | 343.94 |
|
| Abbott Laboratories (ABT) | 1.0 | $923k | +3% | 7.4k | 125.24 |
|
| Wells Fargo & Company (WFC) | 0.9 | $870k | +303% | 36k | 23.96 |
|
| MGM Resorts International. (MGM) | 0.9 | $848k | -15% | 23k | 36.47 |
|
| Philip Morris International (PM) | 0.8 | $723k | NEW | 4.5k | 160.31 |
|
| Ubs Group (UBS) | 0.7 | $695k | +156% | 40k | 17.47 |
|
| BP Sponsored Adr (BP) | 0.7 | $659k | 19k | 34.74 |
|
|
| Target Corporation (TGT) | 0.7 | $611k | -84% | 6.3k | 97.73 |
|
| Bristol Myers Squibb (BMY) | 0.6 | $583k | -13% | 11k | 53.94 |
|
| Berkshire Hathaway Inc Com Cl B Cl B New (BRK.B) | 0.6 | $572k | +253% | 3.1k | 182.28 |
|
| 3M Company (MMM) | 0.6 | $517k | -3% | 3.2k | 159.96 |
|
| Immunitybio (IBRX) | 0.5 | $509k | +708% | 722k | 0.70 |
|
| Altria (MO) | 0.5 | $484k | 8.4k | 57.63 |
|
|
| Chevron Corporation (CVX) | 0.5 | $481k | +30% | 5.1k | 93.45 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $477k | NEW | 2.6k | 183.46 |
|
| Coca-Cola Company (KO) | 0.4 | $414k | NEW | 5.9k | 69.96 |
|
| Lowe's Companies (LOW) | 0.4 | $396k | -18% | 1.6k | 240.88 |
|
| Pacer US Small Cap 0 (CALF) | 0.4 | $377k | NEW | 8.5k | 44.31 |
|
| BlackRock | 0.4 | $351k | 328.00 | 1070.12 |
|
|
| Invesco SP500 Equal Weight Etf (RSP) | 0.3 | $310k | NEW | 1.6k | 191.95 |
|
| Travelers Companies (TRV) | 0.3 | $306k | NEW | 1.1k | 289.77 |
|
| American Express Company (AXP) | 0.3 | $277k | NEW | 750.00 | 369.33 |
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| NVIDIA Corporation (NVDA) | 0.3 | $261k | NEW | 1.4k | 186.43 |
|
| Alphabet Inc Com Cl C Cap Stk Cl C (GOOG) | 0.3 | $254k | NEW | 811.00 | 313.19 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $249k | NEW | 288.00 | 864.58 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $216k | NEW | 447.00 | 483.22 |
|
| iShares Core S&P 500 ETF Etf (IVV) | 0.2 | $201k | NEW | 294.00 | 683.67 |
|
| Aberdeen Total Dynamic Divid F Com Sh Ben Int Com Sh Ben Int (AOD) | 0.1 | $104k | 11k | 9.77 |
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Past Filings by Winning Points Advisors
SEC 13F filings are viewable for Winning Points Advisors going back to 2016
- Winning Points Advisors 2025 Q4 filed Feb. 12, 2026
- Winning Points Advisors 2024 Q1 filed Nov. 14, 2024
- Winning Points Advisors 2023 Q3 restated filed Nov. 14, 2024
- Winning Points Advisors 2024 Q3 filed Nov. 14, 2024
- Winning Points Advisors 2023 Q1 filed April 21, 2023
- Winning Points Advisors 2022 Q4 filed Feb. 10, 2023
- Winning Points Advisors 2022 Q3 filed Oct. 7, 2022
- Winning Points Advisors 2022 Q2 filed Aug. 15, 2022
- Winning Points Advisors 2022 Q1 filed April 27, 2022
- Winning Points Advisors 2021 Q4 filed Feb. 16, 2022
- Winning Points Advisors 2021 Q3 filed Nov. 17, 2021
- Winning Points Advisors 2021 Q2 filed Aug. 16, 2021
- Winning Points Advisors 2021 Q1 filed May 13, 2021
- Winning Points Advisors 2018 Q3 amended filed Feb. 2, 2021
- Winning Points Advisors 2020 Q3 amended filed Feb. 1, 2021
- Winning Points Advisors 2019 Q2 amended filed Feb. 1, 2021