Winning Points Advisors, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 76.4%; sector active share 33.3% against the combined 13F book's sector weights.
Over time 21 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
42 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.4% | $52,331,800 |
| Financial Services | 22.9% | $24,746,356 |
| Healthcare | 9.9% | $10,736,080 |
| Consumer Defensive | 6.9% | $7,454,989 |
| Energy | 3.4% | $3,658,575 |
| Industrials | 2.5% | $2,697,913 |
| Consumer Cyclical | 2.2% | $2,428,547 |
| Unclassified | 1.9% | $2,091,653 |
| Basic Materials | 1.5% | $1,652,736 |
| Communication Services | 0.3% | $286,550 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | +5,484 | 166,152 | $9,467,340 | |
| IBRX | ImmunityBio, Inc. | +2,685 | 726,258 | $6,358,388 | |
| AAPL | Apple Inc. | +1,074 | 159,304 | $46,096,205 | |
| MCD | Mcdonalds Corp | +100 | 3,957 | $1,069,616 | |
| HD | Home Depot, Inc. | +30 | 2,891 | $1,019,597 | |
| WMT | Walmart Inc. | +5 | 15,762 | $1,785,204 | |
| NVDA | Nvidia Corp | +1 | 1,401 | $280,326 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| STEW | SRH Total Return Fund, Inc. | −10,058 | 172,065 | $3,079,963 | |
| UBS | UBS Group AG | −9,037 | 30,688 | $1,520,897 | |
| ABBV | AbbVie Inc. | −475 | 6,304 | $1,586,338 | |
| XOM | ExxonMobil Holdings Corp | −286 | 15,310 | $2,093,183 | |
| JPM | Jpmorgan Chase & Co | −274 | 20,661 | $6,762,965 | |
| BP | Bp PLC | −182 | 18,764 | $693,329 | |
| MSFT | Microsoft Corp | −149 | 14,475 | $5,399,464 | |
| MO | Altria Group, Inc. | −147 | 8,225 | $591,788 | |
| JNJ | Johnson & Johnson | −109 | 6,155 | $1,563,185 | |
| LOW | Lowes Companies Inc | −105 | 1,539 | $339,334 | |
| UPS | United Parcel Service Inc | −56 | 13,659 | $1,468,342 | |
| RSP | Victory Portfolios II | −39 | 1,567 | $333,410 | |
| CVX | Chevron Corp | −36 | 5,261 | $872,063 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 159,304 | $46,096,205 | 42.65% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 166,152 | $9,467,340 | 8.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 20,661 | $6,762,965 | 6.26% | |
| IBRX |
ImmunityBio, Inc.
Healthcare
|
Added | 726,258 | $6,358,388 | 5.88% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 14,475 | $5,399,464 | 5.00% | |
| STEW |
SRH Total Return Fund, Inc.
Financial Services
|
Reduced | 172,065 | $3,079,963 | 2.85% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 35,906 | $2,967,271 | 2.75% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 18,578 | $2,724,277 | 2.52% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 15,310 | $2,093,183 | 1.94% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 15,762 | $1,785,204 | 1.65% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 4,800 | $1,652,736 | 1.53% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 6,304 | $1,586,338 | 1.47% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 6,155 | $1,563,185 | 1.45% | |
| UBS |
UBS Group AG
Financial Services
|
Reduced | 30,688 | $1,520,897 | 1.41% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 13,659 | $1,468,342 | 1.36% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Held | 1,933 | $1,327,603 | 1.23% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 3,957 | $1,069,616 | 0.99% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 2,891 | $1,019,597 | 0.94% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 5,261 | $872,063 | 0.81% | |
| TGT |
Target Corp
Consumer Defensive
|
Held | 6,252 | $816,573 | 0.76% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 4,349 | $786,777 | 0.73% | |
| BP |
Bp PLC
Energy
|
Reduced | 18,764 | $693,329 | 0.64% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Held | 10,778 | $621,028 | 0.57% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 6,691 | $607,141 | 0.56% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 8,225 | $591,788 | 0.55% | |
| MMM |
3M Co
Industrials
|
Held | 3,232 | $523,293 | 0.48% | |
| RTX |
RTX Corp
Industrials
|
Held | 2,600 | $493,298 | 0.46% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 5,918 | $480,955 | 0.44% | |
| CALF |
Pacer US Small Cap Cash Cows 100 ETF
|
Held | 8,509 | $430,640 | 0.40% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 1,539 | $339,334 | 0.31% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 1,021 | $337,052 | 0.31% | |
| RSP |
Victory Portfolios II
|
Reduced | 1,567 | $333,410 | 0.31% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 2,448 | $287,542 | 0.27% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 811 | $286,550 | 0.27% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,401 | $280,326 | 0.26% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 288 | $269,415 | 0.25% | |
| TXN |
Texas Instruments Inc
Technology
|
NEW | 900 | $268,263 | 0.25% | |
| AXP |
American Express Co
Financial Services
|
Held | 750 | $253,687 | 0.23% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
NEW | 1,400 | $247,380 | 0.23% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 200 | $212,980 | 0.20% | |
| AOD |
abrdn Total Dynamic Dividend Fund
Financial Services
|
Held | 10,650 | $109,801 | 0.10% | |
| IVV |
iShares Core S&P 500 ETF
|
Held | 335 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.