Winning Points Advisors

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

  • Top 5 stock holdings are AAPL, BAC, STEW, JPM, PG, and represent 62.37% of Winning Points Advisors's stock portfolio.
  • Added to shares of these 10 stocks: CSCO, TXN, BMO, AAPL, CAT, BAC, MCD, HD, IBRX, WMT.
  • Started 4 new stock positions in CAT, TXN, CSCO, BMO.
  • Reduced shares in these 10 stocks: MGM, , UBS, LMT, PEP, STEW, ABBV, JPM, JNJ, MSFT.
  • Sold out of its positions in DEO, LMT, MGM, PEP.
  • Winning Points Advisors was a net seller of stock by $-748k.
  • Winning Points Advisors has $76M in assets under management (AUM), dropping by -24.03%.
  • Central Index Key (CIK): 0001793399

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Portfolio Holdings for Winning Points Advisors

Winning Points Advisors holds 42 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 43.3 $33M 159k 206.43
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Bank of America Corporation (BAC) 7.6 $5.8M +3% 166k 34.69
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Boulder Growth & Income Fund (STEW) 4.1 $3.1M -5% 172k 17.90
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JPMorgan Chase & Co. (JPM) 3.8 $2.9M 21k 138.80
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Procter & Gamble Company (PG) 3.6 $2.7M 19k 146.64
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Microsoft Corporation (MSFT) 3.4 $2.5M 15k 175.87
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Immunitybio (IBRX) 3.0 $2.3M 726k 3.15
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Wal-Mart Stores (WMT) 2.4 $1.8M 16k 113.26
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Sherwin-Williams Company (SHW) 2.2 $1.7M 4.8k 344.32
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Abbvie (ABBV) 2.1 $1.6M -7% 6.3k 251.66
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Johnson & Johnson (JNJ) 2.1 $1.6M 6.2k 253.97
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United Parcel Svcs CL B (UPS) 1.8 $1.4M 14k 99.63
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $1.3M 1.9k 686.81
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Exxon Mobil Corporation (XOM) 1.4 $1.1M 15k 68.85
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Home Depot (HD) 1.3 $1.0M 2.9k 352.68
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Target Corporation (TGT) 1.1 $817k 6.3k 130.61
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McDonald's Corporation (MCD) 1.1 $799k +2% 4.0k 202.00
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Philip Morris International (PM) 1.0 $787k 4.3k 180.91
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Ubs Group SHS (UBS) 1.0 $778k -22% 31k 25.34
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Wells Fargo & Company (WFC) 1.0 $728k 36k 20.27
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BP Sponsored Adr (BP) 0.9 $693k 19k 36.95
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Bristol Myers Squibb (BMY) 0.8 $621k 11k 57.62
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Abbott Laboratories (ABT) 0.8 $607k 6.7k 90.74
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Altria (MO) 0.8 $592k 8.2k 71.95
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Chevron Corporation (CVX) 0.7 $541k 5.3k 102.75
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3M Company (MMM) 0.7 $523k 3.2k 161.91
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Raytheon Technologies Corp (RTX) 0.7 $493k 2.6k 189.73
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Coca-Cola Company (KO) 0.6 $481k 5.9k 81.27
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Pacer Fds Tr Us Sm Cap Ca Etf (CALF) 0.6 $431k 8.5k 50.61
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Lowe's Companies (LOW) 0.4 $339k -6% 1.5k 220.49
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Travelers Companies (TRV) 0.4 $337k 1.0k 330.12
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $334k -2% 1.6k 212.83
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Cisco Systems (CSCO) 0.4 $288k NEW 2.4k 117.46
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Alphabet Cap Stk Cl C (GOOG) 0.4 $287k 811.00 353.27
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NVIDIA Corporation (NVDA) 0.4 $280k 1.4k 200.06
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Costco Wholesale Corporation (COST) 0.4 $270k 288.00 936.62
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Texas Instruments Incorporated (TXN) 0.4 $268k NEW 900.00 298.07
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American Express Company (AXP) 0.3 $254k 750.00 338.25
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $251k 335.00 748.01
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Bank Of Montreal Cadcom (BMO) 0.3 $247k NEW 1.4k 176.70
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Caterpillar (CAT) 0.3 $213k NEW 200.00 1064.90
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Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) 0.1 $110k 11k 10.31
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Past Filings by Winning Points Advisors

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

View all past filings