$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 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PG | Sell | PROCTER GAMBLE CO COM | $3,208 | -3.6% | 21,576 | -1.8% | 3.54% | -16.6% |
| MO | Sell | ALTRIA GROUP INC COM | $2,338 | -4.2% | 52,409 | -1.8% | 2.58% | -17.1% |
| MCD | Sell | MCDONALDS CORPORATION COM | $1,222 | +4.9% | 4,372 | -1.1% | 1.35% | -9.3% |
| JNJ | Sell | JOHNSON JOHNSON COM | $1,217 | -13.9% | 7,849 | -1.9% | 1.34% | -25.5% |
| PFE | Sell | PFIZER INC COM | $624 | -20.9% | 15,301 | -0.6% | 0.69% | -31.5% |
| MMM | Sell | 3M COMPANY COM | $351 | -18.0% | 3,342 | -6.3% | 0.39% | -29.0% |
| CRON | Sell | Cronos Group Inc | $221 | -27.5% | 114,198 | -4.5% | 0.24% | -37.3% |
| Sell | FTAI Infrastructure Inc | $85 | 0.0% | 28,151 | -1.7% | 0.09% | -13.0% | |
| ADM | Exit | ARCHERDANIELSMIDLAND CO COM | $0 | – | -2,200 | -100.0% | -0.26% | – |
| EQBK | Exit | Equity bankshares | $0 | – | -8,499 | -100.0% | -0.35% | – |
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 |
|---|---|
| 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.