$90.7 Thousand is the total value of Winning Points Advisors, LLC's 43 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP COM | $6,098 | +20.3% | 21,149 | +0.1% | 6.72% | +4.1% |
| BAC | Buy | BANK OF AMERICA CORPORATION COM | $5,826 | -13.2% | 203,871 | +0.6% | 6.42% | -24.9% |
| BIF | Buy | SRH Total Return Fund0 | $2,039 | -2.6% | 166,004 | +0.7% | 2.25% | -15.7% |
| Buy | Mitsubishi UFJ Financial | $1,309 | -3.0% | 204,906 | +1.2% | 1.44% | -16.1% | |
| BMY | Buy | BRISTOL MYERS SQUIBB CO COM | $865 | -3.0% | 12,481 | +0.7% | 0.95% | -16.1% |
| WMT | Buy | WALMART INC COM | $530 | +7.1% | 3,593 | +2.9% | 0.58% | -7.4% |
| IBRX | Buy | Immunity Bio Inc | $461 | -62.5% | 251,186 | +3.5% | 0.51% | -67.5% |
| LOW | Buy | LOWES COMPANIES INC COM | $402 | +24.1% | 2,011 | +23.6% | 0.44% | +7.3% |
| MRK | Buy | MERCK CO INC COM | $363 | -4.0% | 3,409 | +0.0% | 0.40% | -17.0% |
| DIS | New | WALT DISNEY COMPANY THE COM | $221 | – | 2,207 | +100.0% | 0.24% | – |
| KMB | Buy | KIMBERLY CLARK CORP COM | $211 | -0.9% | 1,570 | +0.2% | 0.23% | -14.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-21
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 |
|---|---|
| N-PX | 2024-08-13 |
| 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 |
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.