Winning Points Advisors, LLC Portfolio Holdings

Winning Points Advisors, LLC

  • $90.7 Million
  • Q1 2023

Winning Points Advisors, LLC has filed its 13F form on April 21, 2023 for Q1 2023 where it was disclosed a total value porftolio of $90.7 Million distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.8M, Bp PLC with a value of $7.78M, Target Corp with a value of $6.64M, Microsoft Corp with a value of $6.1M, and Bank Of America Corp with a value of $5.83M.

Examining the 13F form we can see an increase of $12.2M in the current position value, from $78.5M to 90.7M.

Winning Points Advisors, LLC is based out at Boca Raton, FL

Below you can find more details about Winning Points Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $90.7 Million
Technology: $34.9 Million
Consumer Defensive: $14.8 Million
Financial Services: $14.8 Million
Energy: $11.4 Million
Healthcare: $5.62 Million
Consumer Cyclical: $3.99 Million
Industrials: $1.63 Million
Basic Materials: $1.08 Million
Other: $1.17 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.76T
$28.8 Million 31.71% of portfolio
174,474
Q4 2022 Reduced 0.94%
$90B
$7.78 Million 8.57% of portfolio
20,498
Q4 2022 Reduced 4.65%
$68.1B
$6.64 Million 7.32% of portfolio
40,070
Q1 2022 Reduced 19.53%
$3.22T
$6.1 Million 6.72% of portfolio
21,149
Q1 2023 Added 0.07%
$341B
$5.83 Million 6.42% of portfolio
203,871
Q1 2023 Added 0.59%
$396B
$3.21 Million 3.54% of portfolio
21,576
Q1 2023 Reduced 1.78%
$654B
$3.08 Million 3.39% of portfolio
23,623
Q4 2022 Added 1.94%
$89.5B
$2.34 Million 2.58% of portfolio
52,409
Q1 2023 Reduced 1.83%
$0
$2.04 Million 2.25% of portfolio
166,004
Q1 2023 Added 0.74%
$489B
$2 Million 2.2% of portfolio
18,222
Q4 2022 Reduced 10.2%
$248B
$1.98 Million 2.19% of portfolio
53,006
Q4 2022 Reduced 8.54%
$592B
$1.55 Million 1.71% of portfolio
5,011
Q3 2022 Reduced 48.13%
Mitsubishi Ufj Financial
-
$1.31 Million 1.44% of portfolio
-
Q1 2023 Added 1.21%
$16.5B
$1.22 Million 1.35% of portfolio
27,550
Q4 2022 Reduced 3.16%
$217B
$1.22 Million 1.35% of portfolio
4,372
Q1 2023 Reduced 1.13%
$419B
$1.22 Million 1.34% of portfolio
7,849
Q1 2023 Reduced 1.88%
$404B
$1.15 Million 1.26% of portfolio
3,883
Q4 2022 Reduced 0.38%
$93.7B
$1.08 Million 1.19% of portfolio
4,800
Q1 2022 Added 200.0%
$291B
$1.08 Million 1.19% of portfolio
6,605
Q4 2022 Reduced 5.24%
$74.2B
$1.06 Million 1.17% of portfolio
5,857
Q4 2022 Reduced 0.85%
$112B
$865,000 0.95% of portfolio
12,481
Q1 2023 Added 0.69%
$14.2B
$801,000 0.88% of portfolio
28,651
Q3 2022 Added 0.35%
$0
$727,000 0.8% of portfolio
1,933
Q1 2022 New
$199B
$719,000 0.79% of portfolio
7,100
Q4 2022 Reduced 0.35%
$160B
$624,000 0.69% of portfolio
15,301
Q1 2023 Reduced 0.65%
$222B
$530,000 0.58% of portfolio
3,593
Q1 2023 Added 2.86%
$46.6B
$525,000 0.58% of portfolio
8,400
Q4 2022 Reduced 1.18%
$2.47B
$461,000 0.51% of portfolio
251,186
Q1 2023 Added 3.55%
$204B
$439,000 0.48% of portfolio
4,510
Q1 2022 Added 14.18%
$163B
$402,000 0.44% of portfolio
2,011
Q1 2023 Added 23.6%
$231B
$381,000 0.42% of portfolio
2,090
Q3 2022 Reduced 5.0%
$263B
$363,000 0.4% of portfolio
3,409
Q1 2023 Added 0.03%
$71.5B
$351,000 0.39% of portfolio
3,342
Q1 2023 Reduced 6.31%
$180B
$255,000 0.28% of portfolio
2,600
Q1 2022 New
$143B
$225,000 0.25% of portfolio
475
Q4 2022 Reduced 9.52%
$175B
$221,000 0.24% of portfolio
2,207
Q1 2023 New
$843M
$221,000 0.24% of portfolio
114,198
Q1 2023 Reduced 4.52%
$88.4B
$220,000 0.24% of portfolio
1,203
Q4 2022 New
$148B
$219,000 0.24% of portfolio
328
Q4 2022 New
$45.4B
$211,000 0.23% of portfolio
1,570
Q1 2023 Added 0.19%
$861M
$85,000 0.09% of portfolio
28,151
Q1 2023 Reduced 1.75%
$0
$86,000 0.09% of portfolio
10,650
Q1 2022 Reduced 86.86%

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $90.7 Million
  • Prior Value $78.5 Million
  • Filing
  • Period Q1 2023
  • Filing Date April 21, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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