Winning Points Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$46.3M
Signature - Title
Sarah Schmidt - Consultant
Location
Boca Raton, FL
Summary
This page shows a list of all the recent 13F filings made by Winning Points Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Winning Points Advisors, LLC reported 31 stock holdings with total value $46.3M as of Q3 2024. Top holdings included AAPL, TGT, MSFT, PG, and JNJ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 31 $46.3M +$154K -$4.96M -$4.81M AAPL, TGT, MSFT, PG, JNJ 13F-HR 11/14/2024, 02:35 PM
Q1 2024 38 $64.3M $0 $0 AAPL, TGT, BAC, MSFT, PG 13F-HR 11/14/2024, 03:43 PM
Q4 2023 38 $64.9M +$5.49M -$358K +$5.13M AAPL, TGT, BAC, MSFT, PG 13F-HR 11/14/2024, 03:14 PM
Q3 2023 33 $53M +$362K -$5.28M -$4.92M AAPL, TGT, BAC, MSFT, PG Restatement 11/14/2024, 03:48 PM
Q2 2023 38 $63.9M +$466K -$28.1M -$27.6M AAPL, TGT, BAC, MSFT, PG 13F-HR 11/14/2024, 03:37 PM
Q1 2023 43 $82.9M +$403K -$661K -$257K AAPL, TGT, MSFT, BAC, PG 13F-HR 4/21/2023, 10:28 AM
Q4 2022 44 $78.5M +$3.01M -$7.08M -$4.08M AAPL, BAC, TGT, MSFT, PG 13F-HR 2/10/2023, 04:54 PM
Q3 2022 48 $81.8M +$338K -$11.4M -$11.1M AAPL, BAC, TGT, MSFT, PG 13F-HR 10/7/2022, 04:01 PM
Q2 2022 52 $91M +$1.11M -$16.8M -$15.7M AAPL, BAC, MSFT, TGT, JPM 13F-HR 8/15/2022, 05:59 PM
Q1 2022 59 $129M +$37.3M -$45.8M -$8.57M AAPL, BAC, TGT, MSFT, IWM 13F-HR 4/27/2022, 11:17 AM
Q4 2021 68 $70.2M $0 $0 EFA, HYG, AAPL, JNK, CATS 13F-HR 2/16/2022, 10:52 AM
Q3 2021 62 $132M +$6.49M -$3.81M +$2.68M AAPL, BAC, TGT, MSFT, EFA 13F-HR 11/17/2021, 04:15 PM
Q2 2021 58 $133M +$1.01M -$9.18M -$8.17M AAPL, TGT, BAC, MSFT, EFA 13F-HR 8/16/2021, 10:07 AM
Q1 2021 64 $133M +$4.91M -$1.11M +$3.8M AAPL, BAC, TGT, MSFT, EFA 13F-HR 5/13/2021, 02:31 PM
Q4 2020 65 $124M +$1.84M -$9.86M -$8.02M AAPL, OTRK, TGT, BAC, MSFT 13F-HR 2/1/2021, 02:42 PM
Q3 2020 62 $117M $0 $0 AAPL, OTRK, MSFT, TGT, BAC New Holdings 2/1/2021, 03:00 PM
Q3 2020 62 $117M +$29.1M -$8.18M +$20.9M AAPL, OTRK, MSFT, TGT, BAC 13F-HR 11/13/2020, 03:47 PM
Q2 2020 59 $105M +$1.08M -$18M -$16.9M AAPL, CATS, MSFT, BAC, EFA 13F-HR 8/17/2020, 08:20 PM
Q1 2020 62 $102M +$1.28M -$20.3M -$19M AAPL, EFA, JNK, HYG, BAC 13F-HR 4/14/2020, 04:30 PM
Q4 2019 75 $153M +$5.48M -$1.57M +$3.91M AAPL, EFA, HYG, IWM, BAC 13F-HR 2/3/2020, 04:19 PM
Q3 2019 71 $139M +$1.44M -$1.11M +$330K AAPL, EFA, HYG, IWM, BAC 13F-HR 11/14/2019, 10:30 AM
Q2 2019 68 $137M $0 $0 EFA, HYG, AAPL, IWM, BAC New Holdings 2/1/2021, 03:39 PM
Q2 2019 69 $137M +$2.85M -$13.6M -$10.7M EFA, HYG, AAPL, IWM, BAC 13F-HR 11/12/2019, 08:07 AM
Q1 2019 70 $129M +$760K -$1.02M -$264K HYG, EFA, AAPL, IWM, BAC 13F-HR 11/14/2019, 09:54 AM
Q4 2018 68 $117M $0 $0 HYG, EFA, AAPL, IWM, BAC New Holdings 2/1/2021, 04:09 PM
Q4 2018 69 $117M +$3.1M -$3.67M -$568K HYG, EFA, AAPL, IWM, BAC 13F-HR 11/12/2019, 07:54 AM
Q3 2018 73 $136M $0 $0 AAPL, HYG, EFA, IWM, BAC New Holdings 2/2/2021, 10:32 AM
Q3 2018 74 $136M +$4.63M -$2.02M +$2.61M AAPL, HYG, EFA, IWM, BAC 13F-HR 11/12/2019, 07:36 AM
Q2 2018 69 $125M $0 $0 HYG, EFA, AAPL, BAC, IWM New Holdings 2/1/2021, 04:57 PM
Q2 2018 70 $125M +$1.76M -$1.29M +$470K HYG, EFA, AAPL, BAC, IWM 13F-HR 11/12/2019, 07:32 AM
Q1 2018 70 $122M $0 $0 HYG, EFA, AAPL, BAC, IWM New Holdings 2/1/2021, 04:39 PM
Q1 2018 71 $122M +$4.83M -$1.21M +$3.62M HYG, EFA, AAPL, BAC, IWM 13F-HR 11/12/2019, 07:22 AM
Q4 2017 71 $123M +$5.31M -$4.32M +$995K HYG, EFA, AAPL, BAC, IWM 13F-HR 11/12/2019, 07:17 AM
Q3 2017 68 $111M +$11.3M -$1.01M +$10.3M HYG, EFA, AAPL, BAC, IWM 13F-HR 11/8/2019, 05:45 PM
Q2 2017 67 $99.5M +$3.81M -$5.97M -$2.15M HYG, EFA, AAPL, BAC, IWM 13F-HR 11/8/2019, 03:17 PM
Q1 2017 65 $97.3M +$11.6M -$2.57M +$9M HYG, AAPL, EFA, BAC, IWM 13F-HR 11/8/2019, 01:42 PM
Q4 2016 61 $90.3M $0 $0 HYG, BAC, AAPL, XOM, C 13F-HR 11/7/2019, 09:55 AM