Winning Points Advisors, LLC
- SEC CIK
- 0001793399
- Latest filing
- Aug 17, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Aug 17, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 42
- −1 vs. Q4 2025
- Portfolio value
- $99.9M
- +$11.6M (+13.1%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 10,650 | $98.1K | 0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 1,290 | $200.3K | 0.2% | +1,290 | New | History |
| LMTLockheed Martin Corp | Stock | 347 | $209.7K | 0.2% | −100−22.4% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 335 | $218.6K | 0.2% | +41+13.9% | Added | – |
| AXPAmerican Express Co | Stock | 750 | $226.9K | 0.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 811 | $232.6K | 0.2% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 1,400 | $244.2K | 0.2% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 3,450 | $257.2K | 0.3% | +3,450 | New | History |
| COSTCostco Wholesale Corp | Stock | 288 | $287.3K | 0.3% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 1,021 | $297.8K | 0.3% | −35−3.3% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,606 | $308.3K | 0.3% | −9−0.6% | Reduced | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 8,509 | $381.8K | 0.4% | 00.0% | Unchanged | – |
| LOWLowes Companies Inc | Stock | 1,644 | $388.4K | 0.4% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 5,918 | $450.1K | 0.5% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 3,232 | $469.4K | 0.5% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 2,600 | $501.5K | 0.5% | 00.0% | Unchanged | History |
| MOAltria Group, Inc. | Stock | 8,372 | $552.5K | 0.6% | −27−0.3% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 10,778 | $653.7K | 0.7% | −30−0.3% | Reduced | History |
| ABTAbbott Laboratories | Stock | 6,691 | $687.0K | 0.7% | −679−9.2% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 4,349 | $719.1K | 0.7% | −161−3.6% | Reduced | History |
| TGTTarget Corp | Stock | 6,252 | $757.7K | 0.8% | 00.0% | Unchanged | History |
| MGMMGM Resorts International | Stock | 22,972 | $850.2K | 0.9% | −278−1.2% | Reduced | History |
| BPBP PLC | ADR | 18,946 | $890.5K | 0.9% | −26−0.1% | Reduced | History |
| HDHome Depot, Inc. | Stock | 2,861 | $941.0K | 0.9% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 5,297 | $1.07M | 1.1% | +150+2.9% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,933 | $1.16M | 1.2% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 3,857 | $1.20M | 1.2% | −100−2.5% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 13,715 | $1.35M | 1.4% | +122+0.9% | Added | History |
| ABBVAbbVie Inc. | Stock | 6,779 | $1.47M | 1.5% | −110−1.6% | Reduced | History |
| JNJJohnson & Johnson | Stock | 6,264 | $1.53M | 1.5% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 4,800 | $1.54M | 1.5% | 00.0% | Unchanged | History |
| UBSUBS Group AG | Stock | 39,725 | $1.57M | 1.6% | −55−0.1% | Reduced | History |
| WMTWalmart Inc. | Stock | 15,757 | $1.96M | 2.0% | −45−0.3% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 15,596 | $2.57M | 2.6% | −1,042−6.3% | Reduced | History |
| PGProcter & Gamble Co | Stock | 18,578 | $2.68M | 2.7% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 35,906 | $2.88M | 2.9% | −400−1.1% | Reduced | History |
| STEWSRH Total Return Fund, Inc. | COM | 182,123 | $3.11M | 3.1% | −2,039−1.1% | Reduced | History |
| IBRXImmunityBio, Inc. | COM | 723,573 | $5.32M | 5.3% | +1,200+0.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 14,624 | $5.41M | 5.4% | −150−1.0% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 20,935 | $6.18M | 6.2% | −128−0.6% | Reduced | History |
| BACBank of America Corp | Stock | 160,668 | $7.87M | 7.9% | −11,365−6.6% | Reduced | History |
| AAPLApple Inc. | Stock | 158,230 | $40.2M | 40.2% | −2,558−1.6% | Reduced | History |
Sold out since Q4 2025 (3)
Positions held at the end of Q4 2025 that are gone from this filing.