$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | APPLE INC COM | $28,769 | +26.9% | 174,474 | 0.0% | 31.71% | +9.8% | |
BP | BP ADR SPONSOREDsponsored adr | $7,778 | +986.3% | 20,498 | 0.0% | 8.57% | +840.1% | |
TGT | TARGET CORP COM | $6,637 | +11.1% | 40,070 | 0.0% | 7.32% | -3.9% | |
JPM | JPMORGAN CHASE CO COM | $3,078 | -2.8% | 23,623 | 0.0% | 3.39% | -16.0% | |
XOM | EXXON MOBIL CORPORATION COM | $1,998 | -0.6% | 18,222 | 0.0% | 2.20% | -14.1% | |
WFC | WELLS FARGO COMPANY COM | $1,984 | -9.4% | 53,006 | 0.0% | 2.19% | -21.6% | |
BRKB | BERKSHIRE HATHAWAY INC COM CL Bcl b new | $1,547 | -0.1% | 5,011 | 0.0% | 1.70% | -13.6% | |
MGM | MGM RESORTS INTERNATIONAL COM | $1,224 | +32.5% | 27,550 | 0.0% | 1.35% | +14.5% | |
ABBV | ABBVIE INC COM | $1,151 | -1.4% | 7,223 | 0.0% | 1.27% | -14.7% | |
HD | HOME DEPOT INC COM | $1,146 | -6.5% | 3,883 | 0.0% | 1.26% | -19.1% | |
SHW | SHERWIN WILLIAMS CO COM | $1,079 | -5.3% | 4,800 | 0.0% | 1.19% | -18.1% | |
CVX | CHEVRON CORPORATION COM | $1,078 | -9.1% | 6,605 | 0.0% | 1.19% | -21.4% | |
DEO | DIAGEO ADR SPONSOREDspon adr new | $1,061 | +1.7% | 5,857 | 0.0% | 1.17% | -12.0% | |
FTAI | Fortress Transportation and Infrastructure Investors LLC | $801 | +63.1% | 28,651 | 0.0% | 0.88% | +41.1% | |
VOO | Vangurd SP500 ETF0 | $727 | +7.1% | 1,933 | 0.0% | 0.80% | -7.4% | |
ABT | ABBOTT LABORATORIES COM | $719 | -7.8% | 7,100 | 0.0% | 0.79% | -20.2% | |
OXY | Occidental Petroleum Corp | $525 | -0.8% | 8,400 | 0.0% | 0.58% | -14.1% | |
PM | PHILIP MORRIS INTL INC COM | $439 | -3.7% | 4,510 | 0.0% | 0.48% | -16.7% | |
PEP | PEPSICO INC COM | $381 | +0.8% | 2,090 | 0.0% | 0.42% | -12.9% | |
RTX | Raytheon Technologies Corporation | $255 | -2.7% | 2,600 | 0.0% | 0.28% | -15.9% | |
LMT | LOCKHEED MARTIN CORP COM | $225 | -2.6% | 475 | 0.0% | 0.25% | -15.6% | |
GLD | SPDR GOLD TRUST GOLD SHS ETF | $220 | +7.8% | 1,203 | 0.0% | 0.24% | -6.5% | |
BLK | BLACKROCK INC COM | $219 | -5.6% | 328 | 0.0% | 0.24% | -18.6% | |
AOD | ABERDEEN TOTAL DYNAMIC DIVID F COM SH BEN INT | $86 | +3.6% | 10,650 | 0.0% | 0.10% | -10.4% |
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.