Winning Points Advisors

Latest statistics and disclosures from Winning Points Advisors's latest quarterly 13F-HR filing:

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Positions held by Winning Points Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Winning Points Advisors

Companies in the Winning Points Advisors portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 20.2 $28M 195k 141.52
Bank of America Corporation (BAC) 6.8 $9.3M 218k 42.39
Target Corporation (TGT) 6.7 $9.2M 40k 228.77
Microsoft Corporation (MSFT) 5.7 $7.8M 28k 281.91
Ishares Trust Msci Eafe Etf Msci Eafe Etf (EFA) 4.0 $5.5M -7% 70k 77.99
Ishares Trust Russell 2000 Etf Russell 2000 Etf (IWM) 3.9 $5.3M 24k 218.71
JPMorgan Chase & Co. (JPM) 3.5 $4.8M +2% 30k 163.19
OXY Warrants 0 (OXY.WS) 3.0 $4.1M NEW 354k 11.71
Spdr Series Trust Bloomberg Brclys Etf Bloomberg Brclys (JNK) 2.9 $4.0M 36k 109.39
McDonald's Corporation (MCD) 2.6 $3.6M 15k 241.23
Berkshire Hathaway Inc Com Cl B Cl B New (BRK.B) 2.4 $3.3M +2% 12k 272.95
Procter & Gamble Company (PG) 2.3 $3.2M +55% 23k 139.80
Citigroup Com New (C) 2.2 $3.0M 43k 70.09
Altria (MO) 2.1 $2.9M +3% 63k 45.59

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BlackRock (BLK) 2.1 $2.9M +3% 3.4k 838.10
Wells Fargo & Company (WFC) 1.9 $2.7M 58k 46.26
Mitsubishi Ufj Financial 1.5 $2.1M +6% 349k 5.92
Exxon Mobil Corporation (XOM) 1.4 $2.0M +4% 34k 58.84
Boulder Growth & Income Fund (BIF) 1.4 $2.0M -29% 149k 13.11
Home Depot (HD) 1.4 $1.9M +4% 5.8k 328.27
Intel Corporation (INTC) 1.4 $1.9M 35k 53.32
Wal-Mart Stores (WMT) 1.4 $1.9M +3% 14k 139.39
Diageo Spon Adr New (DEO) 1.2 $1.6M +8% 8.2k 193.01
BP Sponsored Adr (BP) 1.2 $1.6M -10% 58k 27.33
Johnson & Johnson (JNJ) 1.1 $1.5M +4% 9.6k 161.53
Cronos Group (CRON) 1.1 $1.5M 257k 5.66
MGM Resorts International. (MGM) 1.0 $1.4M +8% 32k 43.15
Sherwin-Williams Company (SHW) 1.0 $1.3M NEW 4.8k 279.79
Ontrak (OTRK) 0.9 $1.2M -4% 119k 10.06
Ishares Trust Iboxx Hi Yd Etf Iboxx Hi Yd Etf (HYG) 0.7 $958k -43% 11k 87.58
Occidental Petroleum Corporation (OXY) 0.6 $873k -10% 30k 29.59
Alphatec Hldgs Com New (ATEC) 0.6 $870k 71k 12.20
Abbott Laboratories (ABT) 0.6 $800k +6% 6.8k 118.08
Abbvie (ABBV) 0.6 $783k +3% 7.3k 107.90
Vangurd S&P500 ETF 0 (VOO) 0.6 $762k 1.9k 394.21
Bristol Myers Squibb (BMY) 0.5 $734k 12k 59.14
Chevron Corporation (CVX) 0.5 $721k +22% 7.1k 101.42
Fortress Trans Infrst Invs L (FTAI) 0.5 $714k 28k 25.36
Cytosorbents (CTSO) 0.5 $701k -37% 86k 8.13
Pfizer (PFE) 0.5 $697k +14% 16k 43.03
3M Company (MMM) 0.5 $639k +5% 3.6k 175.45
Lowe's Companies (LOW) 0.4 $533k 2.6k 202.89
Walt Disney Company Com Disney (DIS) 0.4 $479k +48% 2.8k 169.14
Ubs Group (UBS) 0.3 $433k 27k 15.92
Immunitybio (IBRX) 0.3 $428k +5% 44k 9.74
Philip Morris International (PM) 0.3 $428k NEW 4.5k 94.90
Spdr S&p500 Etf Trust Tr Unit Etf Tr Unit (SPY) 0.3 $411k 958.00 429.02
Flexshares Trust Mornstar Upstr Etf Mornstar Upstr (GUNR) 0.3 $387k 11k 36.56
Invesco SP500 Equal Weight Etf (RSP) 0.3 $352k NEW 2.4k 149.66
Merck & Co (MRK) 0.3 $347k +13% 4.6k 75.09
Biogen Idec (BIIB) 0.3 $345k 1.2k 283.02
Comcast Corp Com Cl A Cl A (CMCSA) 0.2 $334k +30% 6.0k 55.91
Pepsi (PEP) 0.2 $331k +22% 2.2k 150.45
PNC Financial Services (PNC) 0.2 $317k 1.6k 195.08
Raytheon Technologies Corp (RTX) 0.2 $223k 2.6k 85.77
SYSCO Corporation (SYY) 0.2 $212k NEW 2.7k 78.52
Scotts Miracle-gro Company Com Cl A Cl A (SMG) 0.2 $209k -41% 1.4k 146.46
Kimberly-Clark Corporation (KMB) 0.2 $205k NEW 1.5k 132.69
Verizon Communications (VZ) 0.1 $202k NEW 3.7k 54.01
Federal National Mortgage Association (FNMA) 0.1 $199k -40% 238k 0.84
Aberdeen Total Dynamic Divid F Com Sh Ben Int Com Sh Ben Int (AOD) 0.1 $122k 13k 9.76
Hill International (HIL) 0.0 $31k 15k 2.07

Past Filings by Winning Points Advisors

SEC 13F filings are viewable for Winning Points Advisors going back to 2016

View all past filings