Winning Points Advisors, LLC Portfolio Holdings

Winning Points Advisors, LLC

  • $68.7 Million
  • Q3 2024

Winning Points Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $68.7 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $33.8M, Target Corp with a value of $6.25M, Bank Of America Corp with a value of $5.66M, Microsoft Corp with a value of $3.07M, and Procter & Gamble CO with a value of $2.54M.

Examining the 13F form we can see an increase of $2.89M in the current position value, from $65.8M to 68.7M.

Winning Points Advisors, LLC is based out at Boca Raton, FL

Below you can find more details about Winning Points Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $68.7 Million
Technology: $37 Million
Consumer Defensive: $10.3 Million
Financial Services: $9.43 Million
Healthcare: $5.24 Million
Consumer Cyclical: $4.16 Million
Energy: $2.09 Million
Industrials: $456,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$33.8 Million 49.24% of portfolio
145,174
Q3 2024 Reduced 1.44%
$60.5B
$6.25 Million 9.09% of portfolio
40,070
Q3 2024 Added 0.59%
$354B
$5.66 Million 8.24% of portfolio
142,580
Q3 2024 Reduced 5.17%
$3.25T
$3.07 Million 4.47% of portfolio
7,134
Q3 2024 Reduced 9.65%
$398B
$2.54 Million 3.7% of portfolio
14,690
Q3 2024 Reduced 19.59%
$697B
$1.97 Million 2.86% of portfolio
9,323
Q3 2024 Reduced 9.69%
$402B
$1.57 Million 2.29% of portfolio
3,883
Q4 2022 Reduced 0.38%
$310B
$1.43 Million 2.08% of portfolio
7,223
Q4 2022 Reduced 0.21%
$378B
$1.25 Million 1.82% of portfolio
7,731
Q3 2024 Added 1.71%
$13.4B
$1.08 Million 1.57% of portfolio
27,550
Q4 2022 Reduced 3.16%
$215B
$962,000 1.4% of portfolio
3,160
Q3 2024 Reduced 6.23%
$441B
$909,000 1.32% of portfolio
7,763
Q3 2024 Reduced 12.37%
$200B
$809,000 1.18% of portfolio
7,100
Q4 2022 Reduced 0.35%
$122B
$645,000 0.94% of portfolio
12,481
Q3 2024 Added 4.17%
$87.6B
$605,000 0.88% of portfolio
19,298
Q3 2024 Reduced 11.76%
$280B
$580,000 0.84% of portfolio
3,944
Q3 2024 Reduced 15.55%
$267B
$508,000 0.74% of portfolio
9,006
Q3 2024 Reduced 4.25%
$71.4B
$485,000 0.71% of portfolio
3,457
Q3 2024 Reduced 15.29%
$94.8B
$480,000 0.7% of portfolio
15,534
Q3 2024 Reduced 12.83%
$71.5B
$456,000 0.66% of portfolio
3,342
Q1 2023 Reduced 6.31%
$96.5B
$437,000 0.64% of portfolio
8,569
Q3 2024 Reduced 18.64%
$590B
$408,000 0.59% of portfolio
888
Q3 2024 Reduced 25.25%
$148B
$390,000 0.57% of portfolio
13,501
Q3 2024 Added 22.17%
$248B
$365,000 0.53% of portfolio
3,222
Q3 2024 Reduced 5.84%
$211B
$338,000 0.49% of portfolio
1,990
Q3 2024 Reduced 4.78%
$1.05B
$331,000 0.48% of portfolio
89,396
Q3 2024 Reduced 3.65%
$155B
$311,000 0.45% of portfolio
328
Q4 2022 New
$250B
$282,000 0.41% of portfolio
3,493
Q3 2024 Reduced 2.78%
$0
$96,000 0.14% of portfolio
10,650
Q1 2022 Reduced 86.86%
$737M
$25,000 0.04% of portfolio
11,698
Q3 2024 Reduced 24.27%

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $68.7 Million
  • Prior Value $65.8 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 7 stocks
  • Reduced holdings in 19 stocks
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