Portfolio (Quarterly)
Guide ↗
Winning Points Advisors, LLC
· CIK 0001793399| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ABBV | ABBVIE INC COM | Healthcare | 6,889.0 | $1.6M | 1.68% | -334.0 | -4.6% | $228.34 | -8.3% |
| 2 | JNJ | JOHNSON & JOHNSON COM | Healthcare | 6,264.0 | $1.3M | 1.39% | -1K | -19.0% | $206.90 | +9.6% |
| 3 | HD | HOME DEPOT INC COM | Consumer Cyclical | 2,861.0 | $984K | 1.05% | -1K | -26.3% | $343.94 | -13.5% |
| 4 | MGM | MGM RESORTS INTERNATIONAL COM | Consumer Cyclical | 23,250.0 | $848K | 0.91% | -4K | -15.6% | $36.47 | +1.4% |
| 5 | BP | BP ADR SPONSORED | Energy | 18,972.0 | $659K | 0.70% | -326.0 | -1.7% | $34.74 | +31.5% |
| 6 | TGT | TARGET CORP COM | Consumer Defensive | 6,252.0 | $611K | 0.65% | -34K | -84.4% | $97.73 | +24.4% |
| 7 | BMY | BRISTOL-MYERS SQUIBB CO COM | Healthcare | 10,808.0 | $583K | 0.62% | -2K | -13.4% | $53.94 | +6.2% |
| 8 | MMM | 3M COMPANY COM | Industrials | 3,232.0 | $517K | 0.55% | -110.0 | -3.3% | $159.96 | -8.6% |
| 9 | MO | ALTRIA GROUP INC COM | Consumer Defensive | 8,399.0 | $484K | 0.52% | -170.0 | -2.0% | $57.63 | +26.8% |
| 10 | LOW | LOWE'S COMPANIES INC COM | Consumer Cyclical | 1,644.0 | $396K | 0.42% | -367.0 | -18.2% | $240.88 | -9.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
53.8%
Financial Services
16.7%
Consumer Cyclical
8.6%
Consumer Defensive
8.0%
Healthcare
5.0%
Industrials
2.9%
Energy
2.8%
Basic Materials
1.8%
Communication Services
0.3%