$123 Million is the total value of Winning Points Advisors, LLC's 71 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 4.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BAC | Sell | BANK OF AMERICA CORPORATION COM | $8,016,000 | +16.4% | 271,488 | -0.1% | 6.53% | +10.0% |
| C | Sell | Citigroup Inc | $4,960,000 | +1.1% | 66,650 | -1.2% | 4.04% | -4.4% |
| BP | Sell | BP ADR SPONSOREDsponsored adr | $3,955,000 | +9.3% | 94,095 | -0.1% | 3.22% | +3.3% |
| XOM | Sell | EXXON MOBIL CORPORATION COM | $3,558,000 | +0.6% | 42,511 | -1.5% | 2.90% | -5.0% |
| JPM | Sell | JPMORGAN CHASE & CO. COM | $3,289,000 | +11.9% | 30,710 | -0.2% | 2.68% | +5.8% |
| MCD | Sell | MCDONALD'S CORPORATION COM | $2,959,000 | +9.8% | 17,182 | -0.2% | 2.41% | +3.7% |
| CVX | Sell | CHEVRON CORPORATION COM | $2,198,000 | +5.8% | 17,544 | -0.8% | 1.79% | 0.0% |
| DEO | Sell | DIAGEO ADR SPONSOREDspon adr new | $1,662,000 | +10.2% | 11,380 | -0.3% | 1.35% | +4.2% |
| LMT | Sell | LOCKHEED MARTIN CORP COM | $1,512,000 | +3.1% | 4,708 | -0.4% | 1.23% | -2.6% |
| SYY | Sell | SYSCO CORP COM | $1,300,000 | +12.1% | 21,400 | -1.4% | 1.06% | +6.0% |
| PFE | Sell | PFIZER INC COM | $1,174,000 | +1.0% | 32,413 | -0.4% | 0.96% | -4.5% |
| COP | Sell | CONOCOPHILLIPS COM | $1,154,000 | +8.3% | 21,193 | -0.5% | 0.94% | +2.4% |
| PEP | Sell | PEPSICO INC COM | $1,068,000 | +5.3% | 8,900 | -2.2% | 0.87% | -0.3% |
| CMCSA | Sell | COMCAST CORP COM CL Acl a | $642,000 | +3.9% | 16,032 | -0.2% | 0.52% | -1.7% |
| GS | Sell | Goldman Sachs Group, Inc. | $612,000 | +6.6% | 2,400 | -0.8% | 0.50% | +0.8% |
| MRK | Sell | MERCK & CO INC COM | $471,000 | -9.1% | 8,369 | -1.5% | 0.38% | -13.9% |
| SCCO | Sell | SOUTHERN COPPER CORPORATION COM | $342,000 | -20.5% | 7,203 | -33.9% | 0.28% | -24.9% |
| CAT | Sell | CATERPILLAR INC COM | $288,000 | -11.1% | 1,830 | -35.3% | 0.24% | -15.8% |
| MCK | Sell | McKesson Corp | $253,000 | -89.2% | 1,625 | -89.4% | 0.21% | -89.8% |
| TTNP | Sell | TITAN PHARMACEUTICAL INC COM | $183,000 | -28.0% | 138,509 | -4.2% | 0.15% | -32.0% |
| BLK | Exit | BLACKROCK INC COM | $0 | – | -3,600 | -100.0% | -1.39% | – |
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.