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Winning Points Advisors, LLC
Period ended Jun 30, 2026 · Latest filing Aug 17, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $75,869,616
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $32,884,667
- BANK OF AMER CORP · COM · 060505104 · shares: $5,763,633
- SRH TOTAL RETURN FUND INC · COM · 101507101 · shares: $3,079,962
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $2,867,738
- PROCTER & GAMBLE CO · COM · 742718109 · shares: $2,724,278
- MICROSOFT CORP · COM · 594918104 · shares: $2,545,769
- IMMUNITYBIO INC · COM · 45256X103 · shares: $2,287,314
- WALMART INC · COM · 931142103 · shares: $1,785,158
- SHERWIN WILLIAMS CO · COM · 824348106 · shares: $1,652,736
- ABBVIE INC · COM · 00287Y109 · shares: $1,586,439
Reported holdings
42 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 159,304 shares | $32,884,667 |
| BANK OF AMER CORP | COM | 060505104 | — | 166,152 shares | $5,763,633 |
| SRH TOTAL RETURN FUND INC | COM | 101507101 | — | 172,065 shares | $3,079,962 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 20,661 shares | $2,867,738 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 18,578 shares | $2,724,278 |
| MICROSOFT CORP | COM | 594918104 | — | 14,475 shares | $2,545,769 |
| IMMUNITYBIO INC | COM | 45256X103 | — | 726,258 shares | $2,287,314 |
| WALMART INC | COM | 931142103 | — | 15,762 shares | $1,785,158 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 4,800 shares | $1,652,736 |
| ABBVIE INC | COM | 00287Y109 | — | 6,304 shares | $1,586,439 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 6,155 shares | $1,563,185 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 13,659 shares | $1,360,854 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,933 shares | $1,327,613 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 15,310 shares | $1,054,111 |
| HOME DEPOT INC | COM | 437076102 | — | 2,891 shares | $1,019,598 |
| TARGET CORP | COM | 87612E106 | — | 6,252 shares | $816,574 |
| MCDONALDS CORP | COM | 580135101 | — | 3,957 shares | $799,307 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 4,349 shares | $786,778 |
| UBS GROUP AG | SHS | H42097107 | — | 30,688 shares | $777,497 |
| WELLS FARGO & CO | COM | 949746101 | — | 35,906 shares | $727,728 |
| BP PLC | SPONSORED ADR | 055622104 | — | 18,764 shares | $693,322 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 10,778 shares | $621,028 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 6,691 shares | $607,141 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 8,225 shares | $591,794 |
| CHEVRON CORPORATION | COM | 166764100 | — | 5,261 shares | $540,543 |
| 3M CO | COM | 88579Y101 | — | 3,232 shares | $523,293 |
| RTX CORPORATION | COM | 75513E101 | — | 2,600 shares | $493,298 |
| COCA COLA CO | COM | 191216100 | — | 5,918 shares | $480,956 |
| PACER FDS TR | US SM CAP CA ETF | 69374H857 | — | 8,509 shares | $430,640 |
| LOWES COS INC | COM | 548661107 | — | 1,539 shares | $339,334 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 1,021 shares | $337,053 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 1,567 shares | $333,512 |
| CISCO SYS INC | COM | 17275R102 | — | 2,448 shares | $287,542 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 811 shares | $286,502 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 1,401 shares | $280,277 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 288 shares | $269,746 |
| TEXAS INSTRS INC | COM | 882508104 | — | 900 shares | $268,263 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 750 shares | $253,688 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 335 shares | $250,583 |
| BANK MONTREAL MEDIUM | COM | 063671101 | — | 1,400 shares | $247,380 |
| CATERPILLAR INC | COM | 149123101 | — | 200 shares | $212,980 |
| ABRDN TOTAL DYNAMIC DIVIDEND | COM SH BEN INT | 00326L100 | — | 10,650 shares | $109,802 |