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WPA

Winning Points Advisors Portfolio holdings

AUM $74.8M
This Fund
S&P 500
This Quarter Est. Return
+3.5%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$93.5M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow %
113.76%
Top 10 Hldgs %
78.31%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$43.2M
2
BAC icon
Bank of America
BAC
+$9.09M
3
MSFT icon
Microsoft
MSFT
+$7.4M
4
JPM icon
JPMorgan Chase
JPM
+$6.52M
5
STEW
SRH Total Return Fund
STEW
+$3.31M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 49.92%
2 Financials 12.75%
3 Consumer Discretionary 8%
4 Consumer Staples 7.38%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBRX icon
26
ImmunityBio
IBRX
$8.04B
$509K 0.54%
+722,373
New +$1.64M
MO icon
27
Altria Group
MO
$124B
$484K 0.52%
+8,399
New +$507K
CVX icon
28
Chevron
CVX
$373B
$481K 0.51%
+5,147
New +$784K
RTX icon
29
RTX Corp
RTX
$261B
$477K 0.51%
+2,600
New +$452K
KO icon
30
Coca-Cola
KO
$351B
$414K 0.44%
+5,918
New +$413K
LOW icon
31
Lowe's Companies
LOW
$117B
$396K 0.42%
+1,644
New +$395K
CALF icon
32
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.55B
$377K 0.4%
+8,509
New +$374K
BLK icon
33
Blackrock
BLK
$166B
$351K 0.38%
+328
New +$359K
RSP icon
34
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$310K 0.33%
+1,615
New +$307K
TRV icon
35
Travelers Companies
TRV
$78.5B
$306K 0.33%
+1,056
New +$297K
AXP icon
36
American Express
AXP
$242B
$277K 0.3%
+750
New +$268K
NVDA icon
37
NVIDIA
NVDA
$4.91T
$261K 0.28%
+1,400
New +$261K
GOOG icon
38
Alphabet (Google) Class C
GOOG
$4.22T
$254K 0.27%
+811
New +$232K
COST icon
39
Costco
COST
$417B
$249K 0.27%
+288
New +$261K
LMT icon
40
Lockheed Martin
LMT
$117B
$216K 0.23%
+447
New +$214K
IVV icon
41
iShares Core S&P 500 ETF
IVV
$881B
$201K 0.21%
+294
New +$200K
AOD
42
abrdn Total Dynamic Dividend Fund
AOD
$1.1B
$104K 0.11%
+10,650
New +$102K
1
2

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Winning Points Advisors's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Winning Points Advisors, which disclosed 43 positions worth $93.5M. Its ten largest holdings account for 78% of the portfolio.

Its largest position is Apple: 160,788 shares worth $39.4M.

By sector, the portfolio is most concentrated in Technology at 50% of assets, followed by Financials and Consumer Discretionary.

  • Winning Points Advisors's largest Q4 2025 buy was Apple: 160,788 shares worth $39.4M.
  • Winning Points Advisors's ten largest holdings make up 78% of its $93.5M portfolio in Q4 2025.
  • Winning Points Advisors disclosed 43 positions in Q4 2025, its first 13F filing on record.

Based on Winning Points Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.