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Winning Points Advisors LLC

Portfolio Manager
Winning Points Advisors LLC
Performance
-5.49% (2026 Q1)
AUM (13F)
$74.78M
# of Holdings
44
Performance Rank
Allocation (Top 20)
87.16%

Winning Points Advisors LLC Holdings Map

Top 44 Winning Points Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
40.07%158.2K$30.0M
-1.59%(-2.56K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 160.8K shares2026-Q1: 158.2K shares
$151.05(+104.32%)
2026-03-31
BAC
BANK AMERICA CORP
6.79%160.7K$5.1M
-6.61%(-11.37K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 172.0K shares2026-Q1: 160.7K shares
$28.22(+108.09%)
2026-03-31
STEW
SRH TOTAL RETURN FUND INC
4.4%182.9K$3.3M
-0.67%(-1.24K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 184.2K shares2026-Q1: 182.9K shares
$18.35(-0.98%)
2026-03-31
PG
PROCTER & GAMBLE CO
3.99%18.6K$3.0M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 18.6K shares2026-Q1: 18.6K shares
$127.08(+19.14%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.78%21.0K$2.8M
-0.32%(-67)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 21.1K shares2026-Q1: 21.0K shares
$218.84(+52.84%)
2026-03-31
MSFT
MICROSOFT CORP
3.77%14.7K$2.8M
-0.68%(-100)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 14.8K shares2026-Q1: 14.7K shares
$330.80(+18.04%)
2026-03-31
IBRX
IMMUNITYBIO INC
2.99%722.4K$2.2M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 722.4K shares2026-Q1: 722.4K shares
$2.80(+236.95%)
2026-03-31
WMT
WALMART INC
2.59%15.8K$1.9M
-0.28%(-45)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 15.8K shares2026-Q1: 15.8K shares
$88.64(+26.17%)
2026-03-31
SHW
SHERWIN WILLIAMS CO
2.31%4.8K$1.7M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 4.8K shares2026-Q1: 4.8K shares
$335.15(+5.17%)
2026-03-31
ABBV
ABBVIE INC
2.04%6.8K$1.5M
-1.60%(-110)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.9K shares2026-Q1: 6.8K shares
$68.69(+280.09%)
2026-03-31

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