Winning Points Advisors, LLC - Q4 2022 holdings

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$78.5 Thousand is the total value of Winning Points Advisors, LLC's 45 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 250.0% .

All

			Value		Shares		↓ Weighting
JPM	Buy	JPMORGAN CHASE CO COM	$3,168	-99.9%	23,623	+1.9%	4.04%	+32.0%
BIF	New	SRH Total Return Fund0	$2,093	–	164,784	+100.0%	2.67%	–
PFE	Buy	PFIZER INC COM	$789	-99.9%	15,401	+0.0%	1.00%	+20.2%
BLK	New	BLACKROCK INC COM	$232	–	328	+100.0%	0.30%	–
KMB	New	KIMBERLY CLARK CORP COM	$213	–	1,567	+100.0%	0.27%	–
ADM	New	ARCHERDANIELSMIDLAND CO COM	$204	–	2,200	+100.0%	0.26%	–
GLD	New	SPDR GOLD TRUST GOLD SHS ETF	$204	–	1,203	+100.0%	0.26%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2023-02-10

Signatures

The EDGAR filing(s) were signed by:

matthew swendiman — chief compliance officer

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

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

The reported total value is incorrect (78479.0 != 78469.0)
The reported number of holdings is incorrect (45 != 44)

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