Winning Points Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$74.8M
Q ending 2026-03-31
Prior quarter
$94K
Q ending 2025-12-31
Change
+79860.7% QoQ
Positions
44
reported holdings
Largest positions
All 44 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $30.0M | 158K |
| Bank America Corp | BAC | Shares | $5.1M | 161K |
| Srh Total Return Fund Inc | STEW | Shares | $3.3M | 183K |
| Procter & Gamble Co | PG | Shares | $3.0M | 19K |
| Jpmorgan Chase & Co | JPM | Shares | $2.8M | 21K |
| Microsoft Corp | MSFT | Shares | $2.8M | 15K |
| Immunitybio Inc | IBRX | Shares | $2.2M | 722K |
| Walmart Inc | WMT | Shares | $1.9M | 16K |
| Sherwin Williams Co | SHW | Shares | $1.7M | 5K |
| Abbvie Inc | ABBV | Shares | $1.5M | 7K |
| Johnson & Johnson | JNJ | Shares | $1.5M | 6K |
| United Parcel Svcs Inc | UPS | Shares | $1.5M | 14K |
| Vanguard Index Fds | VOO | Shares | $1.2M | 2K |
| Exxon Mobil Corp | XOM | Shares | $1.2M | 17K |
| Home Depot Inc | HD | Shares | $1.1M | 3K |
| Mcdonalds Corp | MCD | Shares | $947K | 4K |
| Wells Fargo & Co | WFC | Shares | $891K | 36K |
| Mgm Resorts International | MGM | Shares | $845K | 23K |
| Abbott Laboratories | ABT | Shares | $818K | 7K |
| Philip Morris Intl Inc | PM | Shares | $798K | 4K |
| Target Corp | TGT | Shares | $730K | 6K |
| Bp Plc | BP | Shares | $723K | 19K |
| Bristol-Myers Squibb Co | BMY | Shares | $654K | 11K |
| Chevron Corporation | CVX | Shares | $647K | 5K |
| Ubs Group Ag | Shares | $627K | 40K | |
| Altria Group Inc | MO | Shares | $566K | 8K |
| 3M Co | MMM | Shares | $540K | 3K |
| Rtx Corporation | RTX | Shares | $533K | 3K |
| Coca Cola Co | KO | Shares | $472K | 6K |
| Lowes Cos Inc | LOW | Shares | $461K | 2K |
| Pacer Fds Tr | CALF | Shares | $397K | 9K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $368K | 3K |
| Invesco Exchange Traded Fd T | RSP | Shares | $328K | 2K |
| Travelers Companies Inc | TRV | Shares | $311K | 1K |
| Costco Wholesale Corporation | COST | Shares | $284K | 288 |
| Nvidia Corporation | NVDA | Shares | $266K | 1K |
| American Express Co | AXP | Shares | $260K | 750 |
| Alphabet Inc | GOOG | Shares | $255K | 811 |
| Lockheed Martin Corp | LMT | Shares | $228K | 347 |
| Pepsico Inc | PEP | Shares | $213K | 1K |
| Bank Montreal Medium | BMO | Shares | $204K | 1K |
| Ishares Tr | IVV | Shares | $204K | 294 |
| Diageo Plc | DEO | Shares | $200K | 4K |
| Abrdn Total Dynamic Dividend | XAODX | Shares | $113K | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.