Winning Points Advisors, LLC
CIK: 0001793399SEC EDGAR →
Portfolio Value
$93.5M
Holdings
43
As of
Q4 2025
New Positions
43
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC COM | 160,788 | $39.4M | 42.13% |
| 2 | MICROSOFT CORP COM | 14,774 | $7.0M | 7.51% |
| 3 | BANK OF AMERICA CORPORATION COM | 172,033 | $5.9M | 6.31% |
| 4 | MCDONALD'S CORPORATION COM | 3,957 | $5.3M | 5.62% |
| 5 | SRH Total Return Fund | 184,162 | $3.4M | 3.65% |
| 6 | Mitsubishi UFJ Financial | 224,212 | $3.3M | 3.52% |
| 7 | JPMORGAN CHASE & CO. COM | 21,063 | $3.0M | 3.16% |
| 8 | PROCTER & GAMBLE CO COM | 18,578 | $2.7M | 2.85% |
| 9 | WALMART INC COM | 15,802 | $1.8M | 1.88% |
| 10 | ABBVIE INC COM | 6,889 | $1.6M | 1.68% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 3 | $46.7M | 49.9% |
| Financial Services | 11 | $16.5M | 17.7% |
| Consumer Cyclical | 4 | $7.5M | 8.0% |
| Unknown | 6 | $5.7M | 6.0% |
| Consumer Defensive | 5 | $5.6M | 6.0% |
| Healthcare | 5 | $4.9M | 5.2% |
| Industrials | 4 | $2.5M | 2.7% |
| Energy | 3 | $2.4M | 2.6% |
| Basic Materials | 1 | $1.6M | 1.7% |
| Communication Services | 1 | $254K | 0.3% |