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CIK: 0001793399
Total reported value
$75.9M
$75.9M
32 檔
53.9%
During the Q3 2024 filing period, Winning Points Advisors, LLC (CIK: 0001793399) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $75.9M across 32 reported positions.
During Q3 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 | 48.34% | +3.11% | -1.20% | |
| 2 | TGT | Target CORP | Stock-Consumer Disc | 7.52% | +0.32% | +0.59% | |
| 3 | BAC | Bank Of America CORP | Stock-Financials | 6.73% | -0.28% | -5.17% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.83% | -2.06% | -9.65% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.68% | +0.90% | -19.59% | |
| 6 | SPXU | Prosh Ultrapro Short S&p 500 | ETF-Large Cap & Growth | 3.65% | — | — | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.36% | -2.40% | -9.69% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.08% | +0.53% | +1.71% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.02% | +0.40% | — | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.88% | +0.61% | — | |
| 11 | MGM | Mgm Resorts International | Stock-Consumer Disc | 1.73% | -0.85% | EXIT | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.59% | -1.18% | -12.37% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.44% | -0.15% | -6.23% | |
| 14 | BP | Bp Plc-spons Adr | Stock-Energy | 1.30% | +0.02% | -11.76% | |
| 15 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.24% | +0.17% | +4.17% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 1.19% | +0.11% | — | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.15% | -0.37% | -15.55% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | +0.39% | -2.78% | |
| 19 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.89% | -0.26% | EXIT | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 0.74% | — | +22.17% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.72% | +0.06% | — | |
| 22 | UBS | UBS Group AG | Stock-Financials | 0.66% | -0.55% | -12.83% | |
| 23 | WFC | Wells Fargo & Co | Stock-Financials | 0.63% | -1.93% | -4.25% | |
| 24 | MO | Altria Group Inc | Stock-Consumer Staples | 0.62% | +0.23% | -18.64% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.20% | EXIT | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | — | -5.84% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | — | -25.25% | |
| 28 | MMM | 3m Co | Stock-Industrials | 0.53% | +0.22% | — | |
| 29 | BLKCHF | Blackrock Inc | Stock-Other | 0.36% | — | — | |
| 30 | ✓ | Stock-Other | 0.25% | — | -3.65% | ||
| 31 | XAODX | Abrdn Total Dynamic Dividend | Stock-Other | 0.14% | +0.04% | — | |
| 32 | CRON | Cronos Group Inc | Stock-Other | 0.04% | — | -24.27% |
According to official SEC Form 13F filings, Winning Points Advisors, LLC reported a total U.S. public equity portfolio value of $75.9M across 32 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, TGT, BAC) accounted for 53.9% of total reported equity market value during Q3 2024.
During Q3 2024, Winning Points Advisors, LLC's top holdings by market value included AAPL (48.3%)、TGT (7.5%)、BAC (6.7%). The largest single position, AAPL, represented 48.3% of total portfolio value.
In Q3 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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