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, PG, JPM, and represent 59.04% of Winning Points Advisors's stock portfolio.
- Added to shares of these 5 stocks: PEP, BMO, DEO, UPS, CVX.
- Started 3 new stock positions in PEP, BMO, DEO.
- Reduced shares in these 10 stocks: Mitsubishi Ufj Financial, AAPL, BAC, , LMT, BRK.B, PM, ABBV, MCD, STEW.
- Sold out of its positions in Mitsubishi Ufj Financial, BlackRock.
- Winning Points Advisors was a net seller of stock by $-4.1M.
- Winning Points Advisors has $75M in assets under management (AUM), dropping by -20.04%.
- Central Index Key (CIK): 0001793399
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Portfolio Holdings for Winning Points Advisors
Winning Points Advisors holds 44 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 40.1 | $30M | 158k | 189.37 |
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| Bank of America Corporation (BAC) | 6.8 | $5.1M | -6% | 161k | 31.59 |
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| Boulder Growth & Income Fund (STEW) | 4.4 | $3.3M | 183k | 18.00 |
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| Procter & Gamble Company (PG) | 4.0 | $3.0M | 19k | 160.78 |
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| JPMorgan Chase & Co. (JPM) | 3.8 | $2.8M | 21k | 134.74 |
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| Microsoft Corporation (MSFT) | 3.8 | $2.8M | 15k | 192.30 |
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| Immunitybio (IBRX) | 3.0 | $2.2M | 722k | 3.10 |
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| Wal-Mart Stores (WMT) | 2.6 | $1.9M | 16k | 122.99 |
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| Sherwin-Williams Company (SHW) | 2.3 | $1.7M | 4.8k | 360.63 |
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| Abbvie (ABBV) | 2.0 | $1.5M | 6.8k | 224.82 |
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| Johnson & Johnson (JNJ) | 2.0 | $1.5M | 6.3k | 242.49 |
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| United Parcel Svcs CL B (UPS) | 2.0 | $1.5M | 14k | 107.20 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $1.2M | 1.9k | 634.02 |
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| Exxon Mobil Corporation (XOM) | 1.6 | $1.2M | 17k | 70.96 |
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| Home Depot (HD) | 1.5 | $1.1M | 2.9k | 382.25 |
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| McDonald's Corporation (MCD) | 1.3 | $947k | -2% | 3.9k | 245.43 |
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| Wells Fargo & Company (WFC) | 1.2 | $891k | 36k | 24.81 |
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| MGM Resorts International. (MGM) | 1.1 | $845k | 23k | 36.79 |
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| Abbott Laboratories (ABT) | 1.1 | $818k | 7.3k | 112.21 |
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| Philip Morris International (PM) | 1.1 | $798k | -3% | 4.3k | 183.40 |
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| Target Corporation (TGT) | 1.0 | $730k | 6.3k | 116.69 |
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| BP Sponsored Adr (BP) | 1.0 | $723k | 19k | 38.18 |
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| Bristol Myers Squibb (BMY) | 0.9 | $654k | 11k | 60.66 |
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| Chevron Corporation (CVX) | 0.9 | $647k | +2% | 5.3k | 122.38 |
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| Ubs Group SHS (UBS) | 0.8 | $627k | 40k | 15.78 |
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| Altria (MO) | 0.8 | $566k | 8.4k | 67.57 |
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| 3M Company (MMM) | 0.7 | $540k | 3.2k | 167.06 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $533k | 2.6k | 204.92 |
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| Coca-Cola Company (KO) | 0.6 | $473k | 5.9k | 79.84 |
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| Lowe's Companies (LOW) | 0.6 | $461k | 1.6k | 280.36 |
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| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.5 | $397k | 8.5k | 46.67 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $368k | -12% | 2.7k | 134.28 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $328k | 1.6k | 204.11 |
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| Travelers Companies (TRV) | 0.4 | $311k | -3% | 1.0k | 304.93 |
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| Costco Wholesale Corporation (COST) | 0.4 | $284k | 288.00 | 986.26 |
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| NVIDIA Corporation (NVDA) | 0.4 | $266k | 1.4k | 189.85 |
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| American Express Company (AXP) | 0.3 | $260k | 750.00 | 346.18 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $255k | 811.00 | 314.80 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $228k | -22% | 347.00 | 658.26 |
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| Pepsi (PEP) | 0.3 | $213k | NEW | 1.3k | 164.94 |
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| Bank Of Montreal Cadcom (BMO) | 0.3 | $204k | NEW | 1.4k | 146.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $204k | 294.00 | 692.50 |
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| Diageo Spon Adr New (DEO) | 0.3 | $200k | NEW | 3.7k | 54.91 |
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| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.2 | $113k | 11k | 10.57 |
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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 2026 Q1 filed June 30, 2026
- 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