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Winning Points Advisors, LLC Top Holdings and 13F Report (2023)

About Winning Points Advisors, LLC

Investment Activity

  • Winning Points Advisors, LLC has $59.26 million in total holdings as of December 31, 2022.
  • Winning Points Advisors, LLC owns shares of 36 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 5.38% of the portfolio was purchased this quarter.
  • About 2,393.85% of the portfolio was sold this quarter.
  • This quarter, Winning Points Advisors, LLC has purchased 39 new stocks and bought additional shares in 4 stocks.
  • Winning Points Advisors, LLC sold shares of 20 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Apple
$24,779,756
Target
$4,390,100
Bank of America
$3,929,511
Apple
$3,433,726
Microsoft
$2,237,508

Largest New Holdings this Quarter

CALL S & P 500 INDEX $2800 EXP 06/20/25
$1,196,212 Holding
CALL S & P 500 INDEX $2100 EXP 06/21/24
$901,695 Holding
CALL S & P 500 INDEX $2400 EXP 12/20/24
$604,293 Holding
CALL S & P 500 INDEX $2800 EXP 12/20/24
$330,781 Holding

Largest Purchases this Quarter

CALL S & P 500 INDEX $2800 EXP 06/20/25
7 shares (about $1.20M)
CALL S & P 500 INDEX $2100 EXP 06/21/24
4 shares (about $901.70K)
CALL S & P 500 INDEX $2400 EXP 12/20/24
3 shares (about $604.29K)
CALL S & P 500 INDEX $2800 EXP 12/20/24
2 shares (about $330.78K)
Pfizer
2,450 shares (about $78.62K)

Largest Sales this Quarter

Apple
146,942 shares (about $1.41B)
Procter & Gamble
3,580 shares (about $523.90K)
Apple
2,125 shares (about $362.72K)
Microsoft
762 shares (about $238.99K)
Bank of America
7,769 shares (about $214.11K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWinning Points Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$24,779,756$362,716 ▼-1.4%145,17441.8%Computer and Technology
Target Co. stock logo
TGT
Target
$4,390,100$25,637 ▲0.6%40,0707.4%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$3,929,511$214,114 ▼-5.2%142,5806.6%Finance
Apple Inc. stock logo
AAPL
Apple
$3,433,726$1,413,329,316 ▼-99.8%3575.8%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$2,237,508$238,994 ▼-9.7%7,1343.8%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,149,735$523,897 ▼-19.6%14,6903.6%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,375,982$147,590 ▼-9.7%9,3232.3%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,212,839$20,394 ▲1.7%7,7312.0%Medical
CALL S & P 500 INDEX $2800 EXP 06/20/25
$1,196,212$1,196,212 ▲New Holding72.0%COM
The Home Depot, Inc. stock logo
HD
Home Depot
$1,178,4520.0%3,8832.0%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$1,099,6410.0%7,2231.9%Medical
MGM Resorts International stock logo
MGM
MGM Resorts International
$1,009,4320.0%27,5501.7%Consumer Discretionary
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$927,446$130,939 ▼-12.4%7,7631.6%Oils/Energy
CALL S & P 500 INDEX $2100 EXP 06/21/24
$901,695$901,695 ▲New Holding41.5%COM
McDonald's Co. stock logo
MCD
McDonald's
$839,264$55,774 ▼-6.2%3,1601.4%Retail/Wholesale
BP p.l.c. stock logo
BP
BP
$760,920$101,453 ▼-11.8%19,2981.3%Oils/Energy
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$725,645$29,070 ▲4.2%12,4811.2%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$696,6520.0%7,1001.2%Medical
Chevron Co. stock logo
CVX
Chevron
$672,807$123,848 ▼-15.5%3,9441.1%Oils/Energy
CALL S & P 500 INDEX $2400 EXP 12/20/24
$604,293$604,293 ▲New Holding31.0%COM
Walmart Inc. stock logo
WMT
Walmart
$567,752$16,254 ▼-2.8%3,4931.0%Retail/Wholesale
Diageo plc stock logo
DEO
Diageo
$517,824$93,469 ▼-15.3%3,4570.9%Consumer Staples
Pfizer Inc. stock logo
PFE
Pfizer
$433,247$78,620 ▲22.2%13,5010.7%Medical
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$417,8460.0%2,0110.7%Retail/Wholesale
UBS Group AG stock logo
UBS
UBS Group
$383,690$56,489 ▼-12.8%15,5340.6%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$368,435$16,364 ▼-4.3%9,0060.6%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$361,098$82,721 ▼-18.6%8,5690.6%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$337,305$16,950 ▼-4.8%1,9900.6%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$336,055$20,860 ▼-5.8%3,2220.6%Medical
CALL S & P 500 INDEX $2800 EXP 12/20/24
$330,781$330,781 ▲New Holding20.6%COM
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$317,069$107,118 ▼-25.3%8880.5%Finance
3M stock logo
MMM
3M
$311,6750.0%3,3420.5%Multi-Sector Conglomerates
BlackRock, Inc. stock logo
BLK
BlackRock
$211,6390.0%3280.4%Finance
ImmunityBio, Inc. stock logo
IBRX
ImmunityBio
$143,034$5,424 ▼-3.7%89,3960.2%Medical
Aberdeen Total Dynamic Dividend Fund stock logo
AOD
Aberdeen Total Dynamic Dividend Fund
$80,5140.0%10,6500.1%Miscellaneous
Cronos Group Inc. stock logo
CRON
Cronos Group
$23,630$7,575 ▼-24.3%11,6980.0%Medical
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$0$1,497,120 ▼-100.0%00.0%Basic Materials
Philip Morris International Inc. stock logo
PM
Philip Morris International
$0$424,301 ▼-100.0%00.0%Consumer Staples
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$0$261,631 ▼-100.0%00.0%ETF
RTX Co. stock logo
RTX
RTX
$0$218,764 ▼-100.0%00.0%Aerospace
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$0$215,289 ▼-100.0%00.0%Aerospace
The Walt Disney Company stock logo
DIS
Walt Disney
$0$201,527 ▼-100.0%00.0%Consumer Discretionary
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$0$201,157 ▼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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