$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TGT | TARGET CORP COM | $5,972 | -99.9% | 40,070 | 0.0% | 7.61% | -0.3% | |
| BRKB | BERKSHIRE HATHAWAY INC COM CL Bcl b new | $1,548 | -99.9% | 5,011 | 0.0% | 1.97% | +18.6% | |
| SHW | SHERWIN WILLIAMS CO COM | $1,139 | -99.9% | 4,800 | 0.0% | 1.45% | +16.2% | |
| VOO | Vangurd SP500 ETF0 | $679 | -99.9% | 1,933 | 0.0% | 0.86% | +7.6% | |
| WMT | WALMART INC COM | $495 | -99.9% | 3,493 | 0.0% | 0.63% | +11.1% | |
| FTAI | Fortress Transportation and Infrastructure Investors LLC | $491 | -99.9% | 28,651 | 0.0% | 0.63% | +11.8% | |
| PM | PHILIP MORRIS INTL INC COM | $456 | -99.9% | 4,510 | 0.0% | 0.58% | +20.8% | |
| PEP | PEPSICO INC COM | $378 | -99.9% | 2,090 | 0.0% | 0.48% | +11.8% | |
| RTX | Raytheon Technologies Corporation | $262 | -99.9% | 2,600 | 0.0% | 0.33% | +26.0% | |
| FTAI Infrastructure Inc | $85 | -99.9% | 28,651 | 0.0% | 0.11% | +24.1% | ||
| AOD | ABERDEEN TOTAL DYNAMIC DIVID F COM SH BEN INT | $83 | -99.9% | 10,650 | 0.0% | 0.11% | +11.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
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.