Winning Points Advisors, LLC
CIK 1793399 · Holdings on Sep 30, 2024 · First reported Nov 14, 2024
Top ten holdings
Q3 2024- AAPL46.93%
- TGT8.32%
- BAC7.44%
- MSFT4.24%
- PG4.07%
- JPM2.61%
- JNJ2.30%
- HD2.23%
- ABBV2.08%
- MGM1.91%
Share classes counted separately82.13%
Portfolio value by quarter
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $24.78M | 46.93% | 145.17K shares | Prior unavailable -2.13K (-1.40%) | Reduced | ↗▾ |
| 02 | TGTTARGET CORP View history and evidence | $4.39M | 8.32% | 40.07K shares | Prior unavailable +234 (+0.60%) | Added | ↗▾ |
| 03 | BACBANK OF AMERICA CORP View history and evidence | $3.93M | 7.44% | 142.58K shares | Prior unavailable -7.77K (-5.20%) | Reduced | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $2.24M | 4.24% | 7.13K shares | Prior unavailable -762 (-9.70%) | Reduced | ↗▾ |
| 05 | PGPROCTER & GAMBLE CO/THE View history and evidence | $2.15M | 4.07% | 14.69K shares | Prior unavailable -3.58K (-19.60%) | Reduced | ↗▾ |
| 06 | JPMJPMORGAN CHASE & CO View history and evidence | $1.38M | 2.61% | 9.32K shares | Prior unavailable -1.00K (-9.70%) | Reduced | ↗▾ |
| 07 | JNJJOHNSON & JOHNSON View history and evidence | $1.21M | 2.30% | 7.73K shares | Prior unavailable +130 (+1.70%) | Added | ↗▾ |
| 08 | HDHOME DEPOT INC View history and evidence | $1.18M | 2.23% | 3.88K shares | Prior unavailable 0 (0.00%) | Unchanged | ↗▾ |
| 09 | ABBVABBVIE INC View history and evidence | $1.10M | 2.08% | 7.22K shares | Prior unavailable 0 (0.00%) | Unchanged | ↗▾ |
| 10 | MGMMGM RESORTS INTERNATIONAL View history and evidence | $1.01M | 1.91% | 27.55K shares | Prior unavailable 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 2
$6.47M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
AAPLAPPLE INC View history and evidence | Call | 357 | $3.43M | +357 | ▾ |
SPXUPROSH ULTRAPRO SHORT S&P 500 View history and evidence | Call | 16 | $3.03M | +16 | ▾ |
2 / 2 options · preview only
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SHW SHERWIN-WILLIAMS CO/THE | Non-derivative | -4,800 | -$1.50M | SEC filing ↗ | SEC filing ↗ |
| PM PHILIP MORRIS INTERNATIONAL | Non-derivative | -4,510 | -$424.30K | SEC filing ↗ | SEC filing ↗ |
| RSP INVESCO S&P 500 EQUAL WEIGHT | Non-derivative | -1,658 | -$261.63K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1793399 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 63675118
}Research all 33 reported holdings.
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