Portfolio (Quarterly)
Guide ↗
Winning Points Advisors, LLC
· CIK 0001793399| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | LMT | LOCKHEED MARTIN CORP COM | Industrials | 447.0 | $216K | 0.23% | NEW | — | $483.22 | +5.4% |
| 42 | IVV | iShares Core S&P 500 ETF | — | 294.0 | $201K | 0.21% | NEW | — | $683.67 | +12.0% |
| 43 | AOD | ABERDEEN TOTAL DYNAMIC DIVID F COM SH BEN INT | Financial Services | 10,650.0 | $104K | 0.11% | — | — | $9.77 | +4.0% |
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
54.0%
Financial Services
16.8%
Consumer Cyclical
8.7%
Consumer Defensive
8.0%
Healthcare
5.1%
Industrials
2.9%
Energy
2.8%
Basic Materials
1.8%