Winning Points Advisors
Latest statistics and disclosures from Winning Points Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, TGT, BAC, SPXU, MSFT, and represent 69.08% of Winning Points Advisors's stock portfolio.
- Added to shares of these 5 stocks: SPXU, PFE, BMY, TGT, JNJ.
- Started 1 new stock position in SPXU.
- Reduced shares in these 10 stocks: SHW, PG, PM, AAPL, RSP, MSFT, RTX, LMT, BAC, DIS.
- Sold out of its positions in DIS, RSP, LMT, PM, RTX, SHW, TRV.
- Winning Points Advisors was a net seller of stock by $-1.5M.
- Winning Points Advisors has $57M in assets under management (AUM), dropping by -12.98%.
- Central Index Key (CIK): 0001793399
Tip: Access up to 7 years of quarterly data
Positions held by Winning Points Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Winning Points Advisors
Winning Points Advisors holds 32 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 44.0 | $25M | 146k | 170.69 |
|
|
| Target Corporation (TGT) | 7.8 | $4.4M | 40k | 109.56 |
|
|
| Bank of America Corporation (BAC) | 7.0 | $3.9M | -5% | 143k | 27.56 |
|
| Proshares Tr Ultrapro Short S Call Option (SPXU) | 6.4 | $3.6M | NEW | 16.00 | 225423.75 |
|
| Microsoft Corporation (MSFT) | 4.0 | $2.2M | -9% | 7.1k | 313.64 |
|
| Procter & Gamble Company (PG) | 3.8 | $2.1M | -19% | 15k | 146.34 |
|
| JPMorgan Chase & Co. (JPM) | 2.4 | $1.4M | -9% | 9.3k | 147.59 |
|
| Johnson & Johnson (JNJ) | 2.1 | $1.2M | 7.7k | 156.88 |
|
|
| Home Depot (HD) | 2.1 | $1.2M | 3.9k | 303.49 |
|
|
| Abbvie (ABBV) | 1.9 | $1.1M | 7.2k | 152.24 |
|
|
| MGM Resorts International. (MGM) | 1.8 | $1.0M | 28k | 36.64 |
|
|
| Exxon Mobil Corporation (XOM) | 1.6 | $927k | -12% | 7.8k | 119.47 |
|
| McDonald's Corporation (MCD) | 1.5 | $839k | -6% | 3.2k | 265.59 |
|
| BP (BP) | 1.3 | $761k | -11% | 19k | 39.43 |
|
| Bristol Myers Squibb (BMY) | 1.3 | $726k | +4% | 13k | 58.14 |
|
| Abbott Laboratories (ABT) | 1.2 | $697k | 7.1k | 98.12 |
|
|
| Chevron Corporation (CVX) | 1.2 | $673k | -15% | 3.9k | 170.59 |
|
| Wal-Mart Stores (WMT) | 1.0 | $568k | -2% | 3.5k | 162.54 |
|
| Diageo (DEO) | 0.9 | $518k | -15% | 3.5k | 149.79 |
|
| Pfizer (PFE) | 0.8 | $433k | +22% | 14k | 32.09 |
|
| Lowe's Companies (LOW) | 0.7 | $418k | 2.0k | 207.78 |
|
|
| Ubs Group (UBS) | 0.7 | $384k | -12% | 16k | 24.70 |
|
| Wells Fargo & Company (WFC) | 0.7 | $368k | -4% | 9.0k | 40.91 |
|
| Altria (MO) | 0.6 | $361k | -18% | 8.6k | 42.14 |
|
| Pepsi (PEP) | 0.6 | $337k | -4% | 2.0k | 169.50 |
|
| Merck & Co (MRK) | 0.6 | $336k | -5% | 3.2k | 104.30 |
|
| Berkshire Hathaway (BRK.B) | 0.6 | $317k | -25% | 888.00 | 357.06 |
|
| 3M Company (MMM) | 0.6 | $312k | 3.3k | 93.26 |
|
|
| BlackRock | 0.4 | $212k | 328.00 | 645.24 |
|
|
| Immunitybio (IBRX) | 0.3 | $143k | -3% | 89k | 1.60 |
|
| Alpine Total Dynamicdivid Fd Com Sh Ben Int cef (AOD) | 0.1 | $81k | 11k | 7.56 |
|
|
| Cronos Group (CRON) | 0.0 | $24k | -24% | 12k | 2.02 |
|
Past Filings by Winning Points Advisors
SEC 13F filings are viewable for Winning Points Advisors going back to 2016
- 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
- Winning Points Advisors 2018 Q4 amended filed Feb. 1, 2021