Portfolio (Quarterly)
Guide ↗
Winning Points Advisors, LLC
· CIK 0001793399| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | PFE | PFIZER INC | Healthcare | 13,501.0 | $433K | 0.73% | NEW | — | $32.09 | -21.4% |
| 22 | LOW | LOWES COMPANIES INC | Consumer Cyclical | 2,011.0 | $418K | 0.70% | NEW | — | $207.78 | +4.9% |
| 23 | UBS | UBS GROUP AG F | Financial Services | 15,534.0 | $384K | 0.65% | NEW | — | $24.70 | +87.7% |
| 24 | WFC | WELLS FARGO & CO | Financial Services | 9,006.0 | $368K | 0.62% | NEW | — | $40.91 | +80.0% |
| 25 | MO | ALTRIA GROUP INC | Consumer Defensive | 8,569.0 | $361K | 0.61% | NEW | — | $42.14 | +73.1% |
| 26 | PEP | PEPSICO INC | Consumer Defensive | 1,990.0 | $337K | 0.57% | NEW | — | $169.50 | -12.3% |
| 27 | MRK | MERCK & CO. INC. | Healthcare | 3,222.0 | $336K | 0.57% | NEW | — | $104.30 | +6.7% |
| 28 | — | BERKSHIRE HATHAWAY CLASS B | — | 888.0 | $317K | 0.54% | NEW | — | $357.06 | — |
| 29 | MMM | 3M CO | Industrials | 3,342.0 | $312K | 0.53% | NEW | — | $93.26 | +58.7% |
| 30 | — | BLACKROCK INC | — | 328.0 | $212K | 0.36% | NEW | — | $645.24 | — |
| 31 | — | IMMUNITYBIO INC | — | 89,396.0 | $143K | 0.24% | NEW | — | $1.60 | — |
| 32 | AOD | ABRDN TOTAL DYNAMIC DIVI | Financial Services | 10,650.0 | $81K | 0.14% | NEW | — | $7.56 | +37.4% |
| 33 | CRON | CRONOS GROUP INC F | Healthcare | 11,698.0 | $24K | 0.04% | NEW | — | $2.02 | +29.5% |
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
51.8%
Consumer Defensive
16.0%
Financial Services
11.8%
Healthcare
8.7%
Consumer Cyclical
6.6%
Energy
4.5%
Industrials
0.6%