Winning Points Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Boca Raton, FL
Holdings as of
3/31/2026
Date filed
6/30/2026
Form type
13F-HR
Num holdings
44
Total value ($000)
$74,781
Net value change ($000)
-18,741 (-20.0%)
New positions
3
Sold out positions
2
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IBRX 1,730 339.9%
PG 325 12.2%
JNJ 223 17.2%
PEP 213 NEW
BMO 204 NEW
DEO 200 NEW
UPS 183 14.1%
WMT 177 10.1%
SHW 176 11.3%
CVX 166 34.5%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -9,435 -23.9%
MCD -4,311 -82.0%
MSFT -4,201 -59.8%
MUFG -3,293 -100.0%
BAC -822 -13.9%
BLK -351 -100.0%
BRK-B -204 -35.7%
JPM -125 -4.2%
STEW -121 -3.5%
ABT -105 -11.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type