$245 Million is the total value of Winning Points Advisors, LLC's 144 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MCK | Exit | McKesson Corp | $0 | – | -1,625 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
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.