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CIK: 0001793399
Total reported value
$75.9M
$75.9M
38 檔
59.0%
The Q1 2024 SEC filing reveals that Winning Points Advisors, LLC held a total portfolio value of $75.9M, covering 38 public equity positions.
During Q1 2024, Winning Points Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 43.70% | +3.11% | — | |
| 2 | TGT | Target CORP | Stock-Consumer Disc | 8.74% | +0.32% | — | |
| 3 | BAC | Bank Of America CORP | Stock-Financials | 7.80% | -0.28% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.58% | -2.06% | — | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.13% | +0.90% | — | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.71% | -2.40% | — | |
| 7 | SHW | Sherwin-williams Co/the | Stock-Materials | 2.31% | +0.64% | — | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 2.07% | +0.40% | — | |
| 9 | MGM | Mgm Resorts International | Stock-Consumer Disc | 1.90% | -0.85% | EXIT | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.84% | +0.53% | — | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.72% | +0.61% | — | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.54% | -0.15% | — | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.36% | -1.18% | — | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 1.20% | +0.11% | — | |
| 15 | BP | Bp Plc-spons Adr | Stock-Energy | 1.19% | +0.02% | — | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.07% | -0.37% | — | |
| 17 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.95% | +0.17% | — | |
| 18 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.92% | -0.26% | EXIT | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.87% | +0.39% | — | |
| 20 | UBS | UBS Group AG | Stock-Financials | 0.85% | -0.55% | — | |
| 21 | ✓ | Stock-Other | 0.72% | — | — | ||
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 0.71% | -1.93% | — | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.69% | +0.06% | — | |
| 24 | MO | Altria Group Inc | Stock-Consumer Staples | 0.65% | +0.23% | — | |
| 25 | PM | Philip Morris International | Stock-Consumer Staples | 0.65% | +0.32% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | — | — | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | — | — | |
| 28 | MMM | 3m Co | Stock-Industrials | 0.56% | +0.22% | — | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.20% | EXIT | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 0.49% | — | — | |
| 31 | BLKCHF | Blackrock Inc | Stock-Other | 0.41% | — | — | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.40% | +0.13% | — | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.34% | +0.15% | — | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.33% | -0.21% | EXIT | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.31% | — | — | |
| 36 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.31% | +0.14% | — | |
| 37 | XAODX | Abrdn Total Dynamic Dividend | Stock-Other | 0.13% | +0.04% | — | |
| 38 | CRON | Cronos Group Inc | Stock-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Winning Points Advisors, LLC reported a total U.S. public equity portfolio value of $75.9M across 38 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, TGT, BAC) accounted for 59.0% of total reported equity market value during Q1 2024.
During Q1 2024, Winning Points Advisors, LLC's top holdings by market value included AAPL (43.7%)、TGT (8.7%)、BAC (7.8%). The largest single position, AAPL, represented 43.7% of total portfolio value.
In Q1 2024, Winning Points Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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