Winning Points Advisors
Latest statistics and disclosures from Winning Points Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, BP, TGT, MSFT, BAC, and represent 60.75% of Winning Points Advisors's stock portfolio.
- Added to shares of these 10 stocks: DIS, LOW, BAC, IBRX, Mitsubishi Ufj Financial, STEW, WMT, BMY, MSFT, KMB.
- Started 1 new stock position in DIS.
- Reduced shares in these 10 stocks: EQBK, ADM, PG, MO, MMM, JNJ, MCD, CRON, PFE, FIP.
- Sold out of its positions in ADM, EQBK.
- Winning Points Advisors was a net seller of stock by $-257k.
- Winning Points Advisors has $91M in assets under management (AUM), dropping by 15.61%.
- 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 March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 31.7 | $29M | 175k | 164.89 |
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| BP Sponsored Adr (BP) | 8.6 | $7.8M | 21k | 379.45 |
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| Target Corporation (TGT) | 7.3 | $6.6M | 40k | 165.64 |
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| Microsoft Corporation (MSFT) | 6.7 | $6.1M | 21k | 288.34 |
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| Bank of America Corporation (BAC) | 6.4 | $5.8M | 204k | 28.58 |
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| Procter & Gamble Company (PG) | 3.5 | $3.2M | 22k | 148.68 |
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| JPMorgan Chase & Co. (JPM) | 3.4 | $3.1M | 24k | 130.30 |
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| Altria (MO) | 2.6 | $2.3M | 52k | 44.61 |
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| SRH Total Return Fund 0 (STEW) | 2.2 | $2.0M | 166k | 12.28 |
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| Exxon Mobil Corporation (XOM) | 2.2 | $2.0M | 18k | 109.65 |
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| Wells Fargo & Company (WFC) | 2.2 | $2.0M | 53k | 37.43 |
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| Berkshire Hathaway Inc Com Cl B Cl B New (BRK.B) | 1.7 | $1.5M | 5.0k | 308.72 |
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| Mitsubishi Ufj Financial | 1.4 | $1.3M | 205k | 6.39 |
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| MGM Resorts International. (MGM) | 1.3 | $1.2M | 28k | 44.43 |
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| McDonald's Corporation (MCD) | 1.3 | $1.2M | 4.4k | 279.51 |
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| Johnson & Johnson (JNJ) | 1.3 | $1.2M | 7.8k | 155.05 |
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| Abbvie (ABBV) | 1.3 | $1.2M | 7.2k | 159.35 |
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| Home Depot (HD) | 1.3 | $1.1M | 3.9k | 295.13 |
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| Sherwin-Williams Company (SHW) | 1.2 | $1.1M | 4.8k | 224.79 |
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| Chevron Corporation (CVX) | 1.2 | $1.1M | 6.6k | 163.21 |
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| Diageo Spon Adr New (DEO) | 1.2 | $1.1M | 5.9k | 181.15 |
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| Bristol Myers Squibb (BMY) | 1.0 | $865k | 13k | 69.31 |
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| Fortress Trans Infrst Invs L | 0.9 | $801k | 29k | 27.96 |
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| Vangurd SP500 ETF 0 (VOO) | 0.8 | $727k | 1.9k | 376.10 |
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| Abbott Laboratories (ABT) | 0.8 | $719k | 7.1k | 101.27 |
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| Pfizer (PFE) | 0.7 | $624k | 15k | 40.78 |
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| Wal-Mart Stores (WMT) | 0.6 | $530k | +2% | 3.6k | 147.51 |
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| Occidental Petroleum Corporation (OXY) | 0.6 | $525k | 8.4k | 62.50 |
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| Immunitybio (IBRX) | 0.5 | $461k | +3% | 251k | 1.84 |
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| Philip Morris International (PM) | 0.5 | $439k | 4.5k | 97.34 |
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| Lowe's Companies (LOW) | 0.4 | $402k | +23% | 2.0k | 199.90 |
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| Pepsi (PEP) | 0.4 | $381k | 2.1k | 182.30 |
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| Merck & Co (MRK) | 0.4 | $363k | 3.4k | 106.48 |
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| 3M Company (MMM) | 0.4 | $351k | -6% | 3.3k | 105.03 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $255k | 2.6k | 98.08 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $225k | 475.00 | 473.68 |
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| Walt Disney Company The Com Disney (DIS) | 0.2 | $221k | NEW | 2.2k | 100.14 |
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| Cronos Group (CRON) | 0.2 | $221k | -4% | 114k | 1.94 |
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| Spdr Gold Trust Gold Shs Etf Gold Shs (GLD) | 0.2 | $220k | 1.2k | 182.88 |
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| BlackRock (BLK) | 0.2 | $219k | 328.00 | 667.68 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $211k | 1.6k | 134.39 |
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| Aberdeen Total Dynamic Divid F Com Sh Ben Int Com Sh Ben Int (AOD) | 0.1 | $86k | 11k | 8.08 |
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| Ftai Infrastructure (FIP) | 0.1 | $85k | 28k | 3.02 |
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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 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
- Winning Points Advisors 2018 Q1 amended filed Feb. 1, 2021
- Winning Points Advisors 2018 Q2 amended filed Feb. 1, 2021
- Winning Points Advisors 2020 Q4 filed Feb. 1, 2021