$116 Million is the total value of Winning Points Advisors, LLC's 68 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MGM | Sell | MGM RESORTS INTERNATIONAL COM | $2,122,000 | +6.0% | 65,100 | -0.6% | 1.83% | -6.5% |
| AOD | Sell | ABERDEEN TOTAL DYNAMIC DIVID F COM SH BEN INT | $1,023,000 | +1.5% | 113,754 | -0.8% | 0.88% | -10.6% |
| PEP | Sell | PEPSICO INC COM | $1,014,000 | -4.5% | 9,100 | -1.1% | 0.87% | -15.9% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COM | $812,000 | +12.2% | 12,732 | -1.1% | 0.70% | -1.1% |
| SPE | Sell | SPECIAL OPPORTUNITIES FUND INC COM | $805,000 | +3.5% | 50,769 | -0.3% | 0.69% | -8.8% |
| EVG | Sell | EATON VANCE SHORT COM | $497,000 | -52.4% | 35,605 | -52.1% | 0.43% | -58.1% |
| SCCO | Sell | SOUTHERN COPPER CORPORATION COM | $430,000 | -5.1% | 10,903 | -15.5% | 0.37% | -16.5% |
| CAT | Sell | CATERPILLAR INC COM | $324,000 | +5.5% | 2,830 | -1.3% | 0.28% | -7.0% |
| TTNP | Sell | TITAN PHARMACEUTICAL INC COM | $254,000 | -12.1% | 144,556 | -2.3% | 0.22% | -22.3% |
| NCAP | Exit | NORTHSIGHT CAPITAL INC COM0 | $0 | – | -10,000 | -100.0% | 0.00% | – |
| DD | Exit | DUPONT DE NEMOURS INC COM | $0 | – | -4,152 | -100.0% | -0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 26 | Q1 2023 | 32.2% |
| BANK OF AMERICA CORPORATION COM | 26 | Q1 2023 | 8.6% |
| TARGET CORP COM | 26 | Q1 2023 | 7.6% |
| MICROSOFT CORP COM | 26 | Q1 2023 | 6.7% |
| JPMORGAN CHASE CO COM | 26 | Q1 2023 | 4.0% |
| BP ADR SPONSORED | 26 | Q1 2023 | 8.6% |
| PROCTER GAMBLE CO COM | 26 | Q1 2023 | 4.2% |
| EXXON MOBIL CORPORATION COM | 26 | Q1 2023 | 4.9% |
| MCDONALDS CORPORATION COM | 26 | Q1 2023 | 3.1% |
| BERKSHIRE HATHAWAY INC COM CL B | 26 | Q1 2023 | 3.0% |
View Winning Points Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-16 |
| 13F-HR | 2021-11-17 |
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-05-13 |
| 13F-HR/A | 2021-02-02 |
View Winning Points Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.