Institutional Manager · CIK 0001793399

Winning Points Advisors, LLC

BOCA RATON, FL · File #028-19606

Latest AUM

$93,522

Positions

Top-10 Concentration

78.3%

Filings

Portfolio Value Over Time

2024-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
EXITED	DIAGEO PLC F SPONSORED ADR 1 ADR REPS4 ORD SHS	25243Q205	-3,457	-$517,824	$0
EXITED	PFIZER INC	717081103	-13,501	-$433,247	$0
EXITED	PEPSICO INC	713448108	-1,990	-$337,305	$0
EXITED	MERCK & CO. INC.	58933Y105	-3,222	-$336,055	$0
ADD	APPLE INC COM	AAPL	+160,431	+$39,313	-$3.4M
EXITED	CRONOS GROUP INC F	22717L101	-11,698	-$23,630	$0
ADD	MICROSOFT CORP COM	MSFT	+7,640	+$3,632	-$2.2M
NEW	SRH Total Return Fund	STEW	+184,162	+$3,414	$0
REDUCE	TARGET CORP COM	TGT	-33,818	-$3,305	-$4.4M
NEW	Mitsubishi UFJ Financial	MBFJF	+224,212	+$3,293	$0

Sector Allocation

Technology

49.9%$46,684

Consumer Discretionary

7.6%$7,090

3.6%$3,378

3.5%$3,270

2.7%$2,507

2.1%$1,939

1.9%$1,755

1.7%$1,555

Filing History

Feb 12, 202613F HOLDINGS REPORTQ/E Dec 202543 pos · $93,522
Nov 14, 202413F HOLDINGS REPORT (Amended)Q/E Sep 202433 pos · $56.4M
Nov 14, 202413F HOLDINGS REPORTQ/E Sep 202432 pos · $56.2M
Nov 14, 202413F HOLDINGS REPORTQ/E Sep 202441 pos · $63.7M
Nov 14, 202413F HOLDINGS REPORTQ/E Sep 202428 pos · $64.9M
Nov 14, 202413F HOLDINGS REPORTQ/E Sep 202438 pos · $64.9M
Nov 14, 202413F HOLDINGS REPORTQ/E Sep 202438 pos · $64.9M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	APPLE INC COM	AAPL	160,788	$39,400	42.13%
2	MICROSOFT CORP COM	MSFT	14,774	$7,023	7.51%
3	BANK OF AMERICA CORPORATION COM	060505104	172,033	$5,898	6.31%
4	MCDONALD'S CORPORATION COM	MCD	3,957	$5,258	5.62%
5	SRH Total Return Fund	STEW	184,162	$3,414	3.65%
6	Mitsubishi UFJ Financial	MBFJF	224,212	$3,293	3.52%
7	JPMORGAN CHASE & CO. COM	VYLD	21,063	$2,954	3.16%
8	PROCTER & GAMBLE CO COM	742718109	18,578	$2,662	2.85%
9	WALMART INC COM	WMT	15,802	$1,761	1.88%
10	ABBVIE INC COM	ABBV	6,889	$1,573	1.68%
11	SHERWIN-WILLIAMS CO COM	SHW	4,800	$1,555	1.66%
12	UNITED PARCEL SERVICE INC COM CL B	UPS	13,593	$1,297	1.39%
13	JOHNSON & JOHNSON COM	JNJ	6,264	$1,296	1.39%
14	EXXON MOBIL CORPORATION COM	XOM	16,638	$1,274	1.36%
15	Vangurd S&P500 ETF	922908363	1,933	$1,212	1.30%
16	HOME DEPOT INC COM	HD	2,861	$984	1.05%
17	ABBOTT LABORATORIES COM	ABLZF	7,370	$923	0.99%
18	WELLS FARGO & COMPANY COM	949746101	36,306	$870	0.93%
19	MGM RESORTS INTERNATIONAL COM	MGM	23,250	$848	0.91%
20	PHILIP MORRIS INTL INC COM	718172109	4,510	$723	0.77%