Winning Points Advisors, LLC
- SEC CIK
- 0001793399
- Latest filing
- Aug 17, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed Apr 27, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 59
- −10 vs. Q4 2021
- Portfolio value
- $128.8M
- −$8.37M (−6.1%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 191,865 | $33.5M | 26.0% | +141,218+278.8% | Added | History |
| BACBank of America Corp | Stock | 215,231 | $8.88M | 6.9% | −34,862−13.9% | Reduced | History |
| TGTTarget Corp | Stock | 40,070 | $8.50M | 6.6% | −9,725−19.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 26,110 | $8.08M | 6.3% | −11,823−31.2% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 24,136 | $4.96M | 3.9% | −35,164−59.3% | Reduced | – |
| iShares MSCI Eafe ETF464287465 | ETF | 61,639 | $4.54M | 3.5% | −103,861−62.8% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 28,776 | $3.92M | 3.0% | −1,909−6.2% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 10,811 | $3.82M | 3.0% | −1,216−10.1% | Reduced | History |
| MCDMcDonalds Corp | Stock | 14,422 | $3.57M | 2.8% | −2,560−15.1% | Reduced | History |
| PGProcter & Gamble Co | Stock | 21,981 | $3.36M | 2.6% | −3,953−15.2% | Reduced | History |
| MOAltria Group, Inc. | Stock | 62,688 | $3.28M | 2.5% | +43,465+226.1% | Added | History |
| WFCWells Fargo & Company | Stock | 56,956 | $2.77M | 2.1% | +11,486+25.3% | Added | History |
| BLKBlackRock, Inc. | COM | 3,428 | $2.62M | 2.0% | +28+0.8% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 31,097 | $2.57M | 2.0% | −15,340−33.0% | Reduced | History |
| STEWSRH Total Return Fund, Inc. | COM | 158,153 | $2.35M | 1.8% | −126,063−44.4% | Reduced | History |
| Mitsubishi UFJ Financial064255AR3 | Com | 375,506 | $2.32M | 1.8% | +375,506 | New | – |
| WMTWalmart Inc. | Stock | 13,509 | $2.02M | 1.6% | −2,166−13.8% | Reduced | History |
| HDHome Depot, Inc. | Stock | 5,698 | $1.71M | 1.3% | −6,745−54.2% | Reduced | History |
| JNJJohnson & Johnson | Stock | 9,470 | $1.68M | 1.3% | −1,671−15.0% | Reduced | History |
| DEODiageo PLC | SPON ADR NEW | 8,207 | $1.67M | 1.3% | −2,793−25.4% | Reduced | History |
| INTCIntel Corp | Stock | 26,980 | $1.34M | 1.0% | −8,470−23.9% | Reduced | History |
| MGMMGM Resorts International | Stock | 30,350 | $1.27M | 1.0% | −30,750−50.3% | Reduced | History |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 12,200 | $1.25M | 1.0% | −49,000−80.1% | Reduced | – |
| SHWSherwin Williams Co | COM | 4,800 | $1.20M | 0.9% | +3,200+200.0% | Added | History |
| ABBVAbbVie Inc. | Stock | 7,257 | $1.18M | 0.9% | −419−5.5% | Reduced | History |
| CVXChevron Corp | Stock | 6,909 | $1.13M | 0.9% | −9,625−58.2% | Reduced | History |
| OXYOccidental Petroleum Corp | Stock | 19,500 | $1.11M | 0.9% | +19,500 | New | History |
| CRONCronos Group Inc. | COM | 261,598 | $1.02M | 0.8% | +261,598 | New | History |
| BPBP PLC | ADR | 34,718 | $1.02M | 0.8% | −59,862−63.3% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 12,411 | $906.0K | 0.7% | −255−2.0% | Reduced | History |
| PFEPfizer Inc | Stock | 16,299 | $844.0K | 0.7% | −15,724−49.1% | Reduced | History |
| ABTAbbott Laboratories | Stock | 7,125 | $843.0K | 0.7% | −800−10.1% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,933 | $803.0K | 0.6% | +1,933 | New | – |
| FTAIFTAI Aviation Ltd. | COM REP LTD LIAB | 28,151 | $725.0K | 0.6% | +28,151 | New | History |
| MMM3M Co | Stock | 3,642 | $542.0K | 0.4% | 00.0% | Unchanged | History |
| UBSUBS Group AG | Stock | 27,202 | $532.0K | 0.4% | +27,202 | New | History |
| ATECAlphatec Holdings, Inc. | COM NEW | 45,300 | $521.0K | 0.4% | +45,300 | New | History |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 10,586 | $496.0K | 0.4% | 00.0% | Unchanged | – |
| PMPhilip Morris International Inc. | Stock | 4,510 | $424.0K | 0.3% | +560+14.2% | Added | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 4,800 | $395.0K | 0.3% | −116,261−96.0% | Reduced | – |
| LOWLowes Companies Inc | Stock | 1,927 | $390.0K | 0.3% | +1,927 | New | History |
| DISWalt Disney Co | Stock | 2,832 | $388.0K | 0.3% | −1,034−26.7% | Reduced | History |
| EQBKEquity Bancshares Inc | COM CL A | 11,999 | $388.0K | 0.3% | +11,999 | New | History |
| MRKMerck & Co., Inc. | Stock | 4,621 | $379.0K | 0.3% | −3,448−42.7% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,352 | $371.0K | 0.3% | +2,352 | New | – |
| PEPPepsiCo Inc | Stock | 2,200 | $368.0K | 0.3% | −6,700−75.3% | Reduced | History |
| IBRXImmunityBio, Inc. | COM | 60,126 | $339.0K | 0.3% | +60,126 | New | History |
| OLPXOlaplex Holdings, Inc. | COM | 20,500 | $320.0K | 0.2% | +20,500 | New | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,625 | $300.0K | 0.2% | −975−37.5% | Reduced | History |
| RTXRTX Corp | Stock | 2,600 | $258.0K | 0.2% | +2,600 | New | History |
| BIIBBiogen Inc. | COM | 1,219 | $257.0K | 0.2% | −300−19.7% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 525 | $232.0K | 0.2% | −4,240−89.0% | Reduced | History |
| CTSOCytosorbents Corp | COM NEW | 68,400 | $218.0K | 0.2% | +68,400 | New | History |
| GLDSPDR Gold Trust | ETF | 1,203 | $217.0K | 0.2% | +1,203 | New | History |
| ADMArcher-Daniels-Midland Co | Stock | 2,400 | $217.0K | 0.2% | −3,200−57.1% | Reduced | History |
| CMCSAComcast Corp | Stock | 4,400 | $206.0K | 0.2% | −12,896−74.6% | Reduced | History |
| OTRKOntrak, Inc. | COM | 68,811 | $156.0K | 0.1% | +68,811 | New | History |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 10,650 | $102.0K | 0.1% | −70,400−86.9% | Reduced | History |
| HILHill International, Inc. | COM | 15,000 | $25.0K | <0.1% | +15,000 | New | History |
Sold out since Q4 2021 (27)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| Catasys Inc Com149049504 | COM PAR | 274,922 | $5.29M | 3.9% | – |
| CCitigroup Inc | Stock | 53,302 | $3.73M | 2.7% | History |
| SYYSysco Corp | Stock | 21,400 | $1.51M | 1.1% | History |
| COPConocoPhillips | Stock | 20,393 | $1.25M | 0.9% | History |
| China Mobile Limited16941M109 | SPONSORED ADR | 23,000 | $1.04M | 0.8% | – |
| BAXBaxter International Inc | Stock | 9,500 | $778.0K | 0.6% | History |
| IBMInternational Business Machines Corp | Stock | 5,600 | $773.0K | 0.6% | History |
| iShares Tr464287770 | U.S. FIN SVC ETF | 4,800 | $645.0K | 0.5% | – |
| GSGoldman Sachs Group Inc | Stock | 2,600 | $532.0K | 0.4% | History |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 9,850 | $464.0K | 0.3% | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 6,216 | $405.0K | 0.3% | – |
| China Petroleum & Chemical C16941R108 | SPON ADR H SHS | 5,900 | $402.0K | 0.3% | – |
| SPESpecial Opportunities Fund, Inc. | COM | 27,336 | $376.0K | 0.3% | History |
| GEGeneral Electric Co | COM | 33,215 | $349.0K | 0.3% | History |
| OTISOtis Worldwide Corp | COM | 2,600 | $339.0K | 0.2% | History |
| EVGEaton Vance Short Duration Diversified Income Fund | COM | 22,995 | $311.0K | 0.2% | History |
| SMGScotts Miracle-Gro Co | Stock | 3,100 | $305.0K | 0.2% | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 958 | $281.0K | 0.2% | History |
| BBT Corp Com054937107 | COM | 5,645 | $277.0K | 0.2% | – |
| KOCoca Cola Co | Stock | 4,917 | $250.0K | 0.2% | History |
| KMBKimberly Clark Corp | Stock | 1,875 | $250.0K | 0.2% | History |
| CATCaterpillar Inc | Stock | 1,830 | $249.0K | 0.2% | History |
| TRVTravelers Companies, Inc. | Stock | 1,634 | $244.0K | 0.2% | History |
| VZVerizon Communications Inc | Stock | 3,563 | $204.0K | 0.1% | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 58,000 | $165.0K | 0.1% | History |
| TTNPTitan Pharmaceuticals Inc | EQUITY | 11,685 | $15.0K | <0.1% | History |
| Northsight Capital Inc Com66702Q203 | COM | 10,000 | $0 | 0.0% | – |