Winning Points Advisors, LLC
Top Portfolio Positions
36 positions ·
$101,981,144 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
160,788 | $43,711,825 | 42.86% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
172,033 | $9,461,815 | 9.28% | |
| MSFT |
Microsoft Corp
Technology
|
14,774 | $7,145,001 | 7.01% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
21,063 | $6,786,919 | 6.66% | |
| STEW |
SRH Total Return Fund, Inc.
Financial Services
|
184,162 | $3,414,363 | 3.35% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
36,306 | $3,383,719 | 3.32% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
18,578 | $2,662,413 | 2.61% | |
| XOM |
Exxon Mobil Corp
Energy
|
16,638 | $2,002,216 | 1.96% | |
| UBS |
UBS Group AG
Financial Services
|
39,780 | $1,842,211 | 1.81% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
15,802 | $1,760,500 | 1.73% |
Portfolio Trend
19 quarters · across all stocks
Holdings in STEW
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $3,414,363 | 184,162 | Shares | Sole | 2026-02-12 | |
| 2023-03-31 | $2,038,529 | 166,004 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,092,756 | 164,784 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $2,345,408 | 158,153 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $4,038,709 | 284,216 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,954,517 | 149,086 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $2,867,514 | 211,781 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,784,721 | 221,361 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,368,397 | 212,603 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,131,590 | 213,159 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $2,057,375 | 218,405 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $2,450,466 | 266,355 | Shares | Sole | 2020-04-14 | |
| No 13F history on record for this holder in this stock. | ||||||