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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
% of AUM
113.76%
Top 10 Holdings %
Top 10 Hldgs %
78.31%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$43.2M |
| 2 |
Bank of America
BAC
|
+$9.09M |
| 3 |
Microsoft
MSFT
|
+$7.4M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.9T
| $39.4M | 42.13% |
+160,788
| New | +$43.2M |
|
|
2
Microsoft
MSFT
$2.93T
| $7.02M | 7.51% |
+14,774
| New | +$7.4M |
|
|
3
Bank of America
BAC
$430B
| $5.9M | 6.31% |
+172,033
| New | +$9.09M |
|
4
McDonald's
MCD
$190B
| $5.26M | 5.62% |
+3,957
| New | +$1.21M |
|
|
STEW
5
SRH Total Return Fund
STEW
$1.76B
| $3.41M | 3.65% |
+184,162
| New | +$3.31M |
|
|
6
JPMorgan Chase
JPM
$907B
| $2.95M | 3.16% |
+21,063
| New | +$6.52M |
|
7
Procter & Gamble
PG
$349B
| $2.66M | 2.85% |
+18,578
| New | +$2.74M |
|
8
Walmart Inc
WMT
$909B
| $1.76M | 1.88% |
+15,802
| New | +$1.7M |
|
9
AbbVie
ABBV
$450B
| $1.57M | 1.68% |
+6,889
| New | +$1.57M |
|
10
Sherwin-Williams
SHW
$81.7B
| $1.55M | 1.66% |
+4,800
| New | +$1.61M |
|
11
United Parcel Service
UPS
$100B
| $1.3M | 1.39% |
+13,593
| New | +$1.27M |
|
12
Johnson & Johnson
JNJ
$609B
| $1.3M | 1.39% |
+6,264
| New | +$1.24M |
|
13
ExxonMobil
XOM
$611B
| $1.27M | 1.36% |
+16,638
| New | +$1.93M |
|
14
Vanguard S&P 500 ETF
VOO
$974B
| $1.21M | 1.3% |
+1,933
| New | +$1.2M |
|
15
Home Depot
HD
$338B
| $984K | 1.05% |
+2,861
| New | +$1.05M |
|
16
Abbott
ABT
$175B
| $923K | 0.99% |
+7,370
| New | +$939K |
|
17
Wells Fargo
WFC
$265B
| $870K | 0.93% |
+36,306
| New | +$3.15M |
|
18
MGM Resorts International
MGM
$11.8B
| $848K | 0.91% |
+23,250
| New | +$789K |
|
19
Philip Morris
PM
$301B
| $723K | 0.77% |
+4,510
| New | +$699K |
|
20
UBS Group
UBS
$173B
| $695K | 0.74% |
+39,780
| New | +$1.61M |
|
21
BP
BP
$108B
| $659K | 0.7% |
+18,972
| New | +$666K |
|
22
Target
TGT
$63.4B
| $611K | 0.65% |
+6,252
| New | +$576K |
|
23
Bristol-Myers Squibb
BMY
$124B
| $583K | 0.62% |
+10,808
| New | +$520K |
|
24
Berkshire Hathaway Class B
BRK.B
$1.06T
| $572K | 0.61% |
+3,138
| New | +$1.56M |
|
25
3M
MMM
$83.4B
| $517K | 0.55% |
+3,232
| New | +$528K |
|
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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.