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CIK: 0001793399
Total reported value
$75.9M
$75.9M
43 檔
80.4%
As reported in its official Q4 2025 Form 13F filing, Winning Points Advisors, LLC's tracked investment portfolio stood at $75.9M with 43 total positions.
In Q4 2025, Winning Points Advisors, LLC displayed an active expansion posture, initiating 43 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 42.13% | +3.11% | +10.48% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.51% | -2.06% | +107.09% | |
| 3 | BAC | Bank Of America CORP | Stock-Financials | 6.31% | -0.28% | +20.66% | |
| 4 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 5.62% | -0.15% | +25.22% | |
| 5 | STEW | Srh Total Return Fund Inc | Stock-Other | 3.65% | +0.94% | — | |
| 6 | MUFG 4.1 09-09-23 144ABond | Mufg Bank LTD | Bond | 3.52% | — | — | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.16% | -2.40% | +125.93% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.85% | +0.90% | +26.47% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 1.88% | +0.39% | +352.39% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.68% | +0.61% | -4.62% | |
| 11 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.66% | +0.64% | — | |
| 12 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.39% | +0.44% | — | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.39% | +0.53% | -18.98% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.36% | -1.18% | +114.32% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.59% | — | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | +0.40% | -26.32% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 0.99% | +0.11% | +3.80% | |
| 18 | WFC | Wells Fargo & Co | Stock-Financials | 0.93% | -1.93% | +303.13% | |
| 19 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.91% | -0.85% | EXIT | |
| 20 | PM | Philip Morris International | Stock-Consumer Staples | 0.77% | +0.32% | — | |
| 21 | UBS | UBS Group AG | Stock-Financials | 0.74% | -0.55% | +156.08% | |
| 22 | BP | Bp Plc-spons Adr | Stock-Energy | 0.70% | +0.02% | -1.69% | |
| 23 | TGT | Target CORP | Stock-Consumer Disc | 0.65% | +0.32% | -84.40% | |
| 24 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.62% | +0.17% | -13.40% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | — | +253.38% | |
| 26 | MMM | 3m Co | Stock-Industrials | 0.55% | +0.22% | -3.29% | |
| 27 | ✓ | Stock-Other | 0.54% | — | +708.06% | ||
| 28 | MO | Altria Group Inc | Stock-Consumer Staples | 0.52% | +0.23% | -1.98% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.37% | +30.50% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.51% | +0.15% | — | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | +0.18% | — | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.42% | +0.06% | -18.25% | |
| 33 | ✓ | Stock-Other | 0.40% | — | — | ||
| 34 | BLKCHF | Blackrock Inc | Stock-Other | 0.38% | — | — | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.33% | +0.13% | — | |
| 36 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.33% | +0.14% | — | |
| 37 | AXP | American Express Co | Stock-Financials | 0.30% | +0.10% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +0.13% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.15% | — | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | +0.07% | — | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.23% | -0.21% | EXIT | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | +0.11% | — | |
| 43 | XAODX | Abrdn Total Dynamic Dividend | Stock-Other | 0.11% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | BAC | Bank Of America CORP | — | NEW | New buy |
| 4 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 5 | STEW | Srh Total Return Fund Inc | — | NEW | New buy |
| 6 | MUFG 4.1 09-09-23 144ABond | Mufg Bank LTD | — | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 8 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 9 | WMT | Walmart Inc | — | NEW | New buy |
| 10 | ABBV | Abbvie Inc | — | NEW | New buy |
| 11 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 12 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 13 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 14 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 15 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 16 | HD | Home Depot Inc | — | NEW | New buy |
| 17 | ABT | Abbott Laboratories | — | NEW | New buy |
| 18 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 19 | MGM | Mgm Resorts International | — | NEW | New buy |
| 20 | PM | Philip Morris International | — | NEW | New buy |
| 21 | UBS | UBS Group AG | — | NEW | New buy |
| 22 | BP | Bp Plc-spons Adr | — | NEW | New buy |
| 23 | TGT | Target CORP | — | NEW | New buy |
| 24 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 26 | MMM | 3m Co | — | NEW | New buy |
| 27 | ✓ | — | NEW | New buy | |
| 28 | MO | Altria Group Inc | — | NEW | New buy |
| 29 | CVX | Chevron CORP | — | NEW | New buy |
| 30 | RTX | Rtx CORP | — | NEW | New buy |
| 31 | KO | Coca-cola Co/the | — | NEW | New buy |
| 32 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 33 | ✓ | — | NEW | New buy | |
| 34 | BLKCHF | Blackrock Inc | — | NEW | New buy |
| 35 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 36 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 37 | AXP | American Express Co | — | NEW | New buy |
| 38 | NVDA | Nvidia CORP | — | NEW | New buy |
| 39 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 40 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 41 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 42 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 43 | XAODX | Abrdn Total Dynamic Dividend | — | NEW | New buy |
According to official SEC Form 13F filings, Winning Points Advisors, LLC reported a total U.S. public equity portfolio value of $75.9M across 43 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, BAC) accounted for 80.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
AAPL
市值: $39.4M
During Q4 2025, Winning Points Advisors, LLC's top holdings by market value included AAPL (42.1%)、MSFT (7.5%)、BAC (6.3%). The largest single position, AAPL, represented 42.1% of total portfolio value.
In Q4 2025, Winning Points Advisors, LLC made 43 total portfolio adjustments, initiating 43 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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