Winning Points Advisors, LLC
- SEC CIK
- 0001793399
- Latest filing
- Aug 17, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Nov 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 38
- +6 vs. Q3 2023
- Portfolio value
- $64.9M
- +$8.45M (+15.0%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CRONCronos Group Inc. | COM | 15,448 | $32.3K | <0.1% | +3,750+32.1% | Added | History |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 10,650 | $85.8K | 0.1% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 1,056 | $201.2K | 0.3% | +1,056 | New | History |
| DISWalt Disney Co | Stock | 2,232 | $201.5K | 0.3% | +2,232 | New | History |
| LMTLockheed Martin Corp | Stock | 475 | $215.3K | 0.3% | +475 | New | History |
| RTXRTX Corp | Stock | 2,600 | $218.8K | 0.3% | +2,600 | New | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,658 | $261.6K | 0.4% | +1,658 | New | – |
| BLKBlackRock, Inc. | COM | 328 | $266.3K | 0.4% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 11,051 | $318.2K | 0.5% | −2,450−18.1% | Reduced | History |
| PEPPepsiCo Inc | Stock | 2,090 | $355.0K | 0.5% | +100+5.0% | Added | History |
| MMM3M Co | Stock | 3,342 | $365.3K | 0.6% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 3,422 | $373.1K | 0.6% | +200+6.2% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,188 | $423.7K | 0.7% | +300+33.8% | Added | History |
| PMPhilip Morris International Inc. | Stock | 4,510 | $424.3K | 0.7% | +4,510 | New | History |
| MOAltria Group, Inc. | Stock | 10,532 | $424.9K | 0.7% | +1,963+22.9% | Added | History |
| LOWLowes Companies Inc | Stock | 2,011 | $447.5K | 0.7% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 9,406 | $463.0K | 0.7% | +400+4.4% | Added | History |
| IBRXImmunityBio, Inc. | COM | 92,786 | $465.8K | 0.7% | +3,390+3.8% | Added | History |
| UBSUBS Group AG | Stock | 17,821 | $550.7K | 0.8% | +2,287+14.7% | Added | History |
| WMTWalmart Inc. | Stock | 3,593 | $566.4K | 0.9% | +100+2.9% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 4,081 | $594.4K | 0.9% | +624+18.1% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 11,981 | $614.7K | 0.9% | −500−4.0% | Reduced | History |
| CVXChevron Corp | Stock | 4,670 | $696.6K | 1.1% | +726+18.4% | Added | History |
| BPBP PLC | ADR | 21,871 | $774.2K | 1.2% | +2,573+13.3% | Added | History |
| ABTAbbott Laboratories | Stock | 7,100 | $781.5K | 1.2% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 8,859 | $885.7K | 1.4% | +1,096+14.1% | Added | History |
| MCDMcDonalds Corp | Stock | 3,370 | $999.2K | 1.5% | +210+6.6% | Added | History |
| ABBVAbbVie Inc. | Stock | 7,223 | $1.12M | 1.7% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 7,601 | $1.19M | 1.8% | −130−1.7% | Reduced | History |
| MGMMGM Resorts International | Stock | 27,550 | $1.23M | 1.9% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 3,883 | $1.35M | 2.1% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 4,800 | $1.50M | 2.3% | +4,800 | New | History |
| JPMJPMorgan Chase & Co | Stock | 10,323 | $1.76M | 2.7% | +1,000+10.7% | Added | History |
| PGProcter & Gamble Co | Stock | 18,270 | $2.68M | 4.1% | +3,580+24.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 7,896 | $2.97M | 4.6% | +762+10.7% | Added | History |
| BACBank of America Corp | Stock | 150,349 | $5.06M | 7.8% | +7,769+5.4% | Added | History |
| TGTTarget Corp | Stock | 39,836 | $5.67M | 8.7% | −234−0.6% | Reduced | History |
| AAPLApple Inc. | Stock | 147,299 | $28.4M | 43.7% | +1,768+1.2% | Added | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.