Winning Points Advisors, LLC
- SEC CIK
- 0001793399
- Latest filing
- Aug 17, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 21, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 43
- −1 vs. Q4 2022
- Portfolio value
- $82.9M
- +$4.47M (+5.7%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FIPFTAI Infrastructure Inc. | COMMON STOCK | 28,151 | $85.0K | 0.1% | −500−1.7% | Reduced | History |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 10,650 | $86.0K | 0.1% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 1,570 | $211.0K | 0.3% | +3+0.2% | Added | History |
| BLKBlackRock, Inc. | COM | 328 | $219.0K | 0.3% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 1,203 | $220.0K | 0.3% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,207 | $221.0K | 0.3% | +2,207 | New | History |
| CRONCronos Group Inc. | COM | 114,198 | $221.0K | 0.3% | −5,400−4.5% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 475 | $225.0K | 0.3% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 2,600 | $255.0K | 0.3% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 3,342 | $351.0K | 0.4% | −225−6.3% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 3,409 | $363.0K | 0.4% | +10.0% | Added | History |
| PEPPepsiCo Inc | Stock | 2,090 | $381.0K | 0.5% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 2,011 | $402.0K | 0.5% | +384+23.6% | Added | History |
| PMPhilip Morris International Inc. | Stock | 4,510 | $439.0K | 0.5% | 00.0% | Unchanged | History |
| IBRXImmunityBio, Inc. | COM | 251,186 | $461.0K | 0.6% | +8,600+3.5% | Added | History |
| OXYOccidental Petroleum Corp | Stock | 8,400 | $525.0K | 0.6% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 3,593 | $530.0K | 0.6% | +100+2.9% | Added | History |
| PFEPfizer Inc | Stock | 15,301 | $624.0K | 0.8% | −100−0.6% | Reduced | History |
| ABTAbbott Laboratories | Stock | 7,100 | $719.0K | 0.9% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,933 | $727.0K | 0.9% | 00.0% | Unchanged | – |
| FTAIFTAI Aviation Ltd. | COM REP LTD LIAB | 28,651 | $801.0K | 1.0% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 12,481 | $865.0K | 1.0% | +85+0.7% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 5,857 | $1.06M | 1.3% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 6,605 | $1.08M | 1.3% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 4,800 | $1.08M | 1.3% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 3,883 | $1.15M | 1.4% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 7,223 | $1.15M | 1.4% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 7,849 | $1.22M | 1.5% | −150−1.9% | Reduced | History |
| MCDMcDonalds Corp | Stock | 4,372 | $1.22M | 1.5% | −50−1.1% | Reduced | History |
| MGMMGM Resorts International | Stock | 27,550 | $1.22M | 1.5% | 00.0% | Unchanged | History |
| Mitsubishi UFJ Financial064255AR3 | Com | 204,906 | $1.31M | 1.6% | +2,450+1.2% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,011 | $1.55M | 1.9% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 53,006 | $1.98M | 2.4% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 18,222 | $2.00M | 2.4% | 00.0% | Unchanged | History |
| STEWSRH Total Return Fund, Inc. | COM | 166,004 | $2.04M | 2.5% | +1,220+0.7% | Added | History |
| MOAltria Group, Inc. | Stock | 52,409 | $2.34M | 2.8% | −979−1.8% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 23,623 | $3.08M | 3.7% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 21,576 | $3.21M | 3.9% | −390−1.8% | Reduced | History |
| BACBank of America Corp | Stock | 203,871 | $5.83M | 7.0% | +1,190+0.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 21,149 | $6.10M | 7.4% | +14+0.1% | Added | History |
| TGTTarget Corp | Stock | 40,070 | $6.64M | 8.0% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 174,474 | $28.8M | 34.7% | 00.0% | Unchanged | History |
| BPBP PLC | ADR | 20,498 | – | – | 00.0% | Unchanged | History |
Sold out since Q4 2022 (2)
Positions held at the end of Q4 2022 that are gone from this filing.