Winning Points Advisors, LLC Top Holdings and 13F Report (2023) About Winning Points Advisors, LLCInvestment ActivityWinning Points Advisors, LLC has $75.87 million in total holdings as of December 31, 2022.Winning Points Advisors, LLC owns shares of 42 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.94% of the portfolio was purchased this quarter.About 2.92% of the portfolio was sold this quarter.This quarter, Winning Points Advisors, LLC has purchased 42 new stocks and bought additional shares in 7 stocks.Winning Points Advisors, LLC sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $32,884,667Bank of America $5,763,633SRH Total Return Fund $3,079,962JPMorgan Chase & Co. $2,867,738Procter & Gamble $2,724,278 Largest New Holdings this Quarter 17275R102 - Cisco Systems $287,542 Holding882508104 - Texas Instruments $268,263 Holding063671101 - Bank Of Montreal $247,380 Holding149123101 - Caterpillar $212,980 Holding Largest Purchases this Quarter Cisco Systems 2,448 shares (about $287.54K)Texas Instruments 900 shares (about $268.26K)Bank Of Montreal 1,400 shares (about $247.38K)Apple 1,074 shares (about $221.70K)Caterpillar 200 shares (about $212.98K) Largest Sales this Quarter UBS Group 9,037 shares (about $228.96K)SRH Total Return Fund 10,058 shares (about $180.04K)AbbVie 475 shares (about $119.54K)JPMorgan Chase & Co. 274 shares (about $38.03K)Johnson & Johnson 109 shares (about $27.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWinning Points Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$32,884,667$221,703 â–²0.7%159,30443.3%TechnologyBACBank of America$5,763,633$190,234 â–²3.4%166,1527.6%FinanceSTEWSRH Total Return Fund$3,079,962$180,038 â–¼-5.5%172,0654.1%FinanceJPMJPMorgan Chase & Co.$2,867,738$38,031 â–¼-1.3%20,6613.8%FinancePGProcter & Gamble$2,724,2780.0%18,5783.6%Consumer StaplesMSFTMicrosoft$2,545,769$26,205 â–¼-1.0%14,4753.4%TechnologyIBRXImmunityBio$2,287,314$8,456 â–²0.4%726,2583.0%HealthcareWALMART INC$1,785,158$566 â–²0.0%15,7622.4%COMSHWSherwin-Williams$1,652,7360.0%4,8002.2%MaterialsABBVAbbVie$1,586,439$119,537 â–¼-7.0%6,3042.1%HealthcareJNJJohnson & Johnson$1,563,185$27,683 â–¼-1.7%6,1552.1%HealthcareUPSUnited Parcel Service$1,360,854$5,579 â–¼-0.4%13,6591.8%IndustrialsVOOVanguard S&P 500 ETF$1,327,6130.0%1,9331.7%ETFXOMExxonMobil$1,054,111$19,691 â–¼-1.8%15,3101.4%EnergyHDHome Depot$1,019,598$10,580 â–²1.0%2,8911.3%Consumer DiscretionaryTGTTarget$816,5740.0%6,2521.1%Consumer StaplesMCDMcDonald's$799,307$20,200 â–²2.6%3,9571.1%Consumer DiscretionaryPMPhilip Morris International$786,7780.0%4,3491.0%Consumer StaplesUBSUBS Group$777,497$228,957 â–¼-22.7%30,6881.0%FinanceWFCWells Fargo & Company$727,7280.0%35,9061.0%FinanceBPBP$693,322$6,725 â–¼-1.0%18,7640.9%EnergyBMYBristol Myers Squibb$621,0280.0%10,7780.8%HealthcareABTAbbott Laboratories$607,1410.0%6,6910.8%HealthcareMOAltria Group$591,794$10,577 â–¼-1.8%8,2250.8%Consumer StaplesCVXChevron$540,543$3,699 â–¼-0.7%5,2610.7%EnergyMMM3M$523,2930.0%3,2320.7%IndustrialsRTXRTX$493,2980.0%2,6000.7%IndustrialsKOCocaCola$480,9560.0%5,9180.6%Consumer StaplesCALFPacer US Small Cap Cash Cows ETF$430,6400.0%8,5090.6%ETFLOWLowe's Companies$339,334$23,151 â–¼-6.4%1,5390.4%Consumer DiscretionaryTRVTravelers Companies$337,0530.0%1,0210.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$333,512$8,301 â–¼-2.4%1,5670.4%ETFCSCOCisco Systems$287,542$287,542 â–²New Holding2,4480.4%TechnologyGOOGAlphabet$286,5020.0%8110.4%Communication ServicesNVDANVIDIA$280,277$200 â–²0.1%1,4010.4%TechnologyCOSTCostco Wholesale$269,7460.0%2880.4%Consumer StaplesTXNTexas Instruments$268,263$268,263 â–²New Holding9000.4%TechnologyAXPAmerican Express$253,6880.0%7500.3%FinanceIVViShares Core S&P 500 ETF$250,5830.0%3350.3%ETFBMOBank Of Montreal$247,380$247,380 â–²New Holding1,4000.3%FinanceCATCaterpillar$212,980$212,980 â–²New Holding2000.3%IndustrialsAODAberdeen Total Dynamic Dividend Fund$109,8020.0%10,6500.1%FinanceMGMMGM Resorts International$0$850,194 â–¼-100.0%00.0%Consumer DiscretionaryDEODiageo$0$257,213 â–¼-100.0%00.0%Consumer StaplesLMTLockheed Martin$0$209,723 â–¼-100.0%00.0%IndustrialsPEPPepsiCo$0$200,324 â–¼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
