Winning Points Advisors, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 7 quarters from 2023-06-30 to 2026-06-30, Winning Points Advisors, LLC opened 34 positions, added to 43, reduced 69 and sold out of 32.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 158,230.
- Q2 2026: Stock IBRX; Country of operation United States; Class COM; Shares before 723,573.
- Q2 2026: Stock BAC; Country of operation United States; Class COM; Shares before 160,668.
- Q2 2026: Stock MCD; Country of operation United States; Class COM; Shares before 3,857.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1793399), 7 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-08-17); Q4 2025 (2024-09-30 to 2025-12-31, filed 2026-02-12); Q3 2024 (2024-03-31 to 2024-09-30, filed 2024-11-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-11-14); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-11-14); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | AAPL
APPLE INC | United States | COM | 158,230 | 159,304 | +1,074 | $40,175,468 | $32,884,667 | -$7,290,801 | 2026-08-17 |
|---|
| Q2 2026 | IBRX
IMMUNITYBIO INC | United States | COM | 723,573 | 726,258 | +2,685 | $5,317,305 | $2,287,314 | -$3,029,991 | 2026-08-17 |
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| Q2 2026 | BAC
BANK OF AMER CORP | United States | COM | 160,668 | 166,152 | +5,484 | $7,868,333 | $5,763,633 | -$2,104,700 | 2026-08-17 |
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| Q2 2026 | MCD
MCDONALDS CORP | United States | COM | 3,857 | 3,957 | +100 | $1,195,927 | $799,307 | -$396,620 | 2026-08-17 |
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| Q2 2026 | WMT
WALMART INC | United States | COM | 15,757 | 15,762 | +5 | $1,958,243 | $1,785,158 | -$173,085 | 2026-08-17 |
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| Q2 2026 | HD
HOME DEPOT INC | United States | COM | 2,861 | 2,891 | +30 | $940,954 | $1,019,598 | +$78,644 | 2026-08-17 |
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| Q2 2026 | NVDA
NVIDIA CORPORATION | United States | COM | 1,400 | 1,401 | +1 | $244,198 | $280,277 | +$36,079 | 2026-08-17 |
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| Q1 2026 | UPS
UNITED PARCEL SVCS INC | United States | CL B | 13,593 | 13,715 | +122 | $1,297 | $1,348,771 | +$1,347,474 | 2026-08-17 |
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| Q1 2026 | CVX
CHEVRON CORPORATION | United States | COM | 5,147 | 5,297 | +150 | $481 | $1,074,549 | +$1,074,068 | 2026-08-17 |
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| Q4 2025 | AAPL
APPLE INC COM | United States | COM | 145,174 | 160,788 | +15,614 | $24,779,756 | $39,400 | -$24,740,356 | 2026-02-12 |
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| Q4 2025 | BAC
BANK OF AMERICA CORPORATION COM | United States | COM | 142,580 | 172,033 | +29,453 | $3,929,511 | $5,898 | -$3,923,613 | 2026-02-12 |
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| Q4 2025 | MSFT
MICROSOFT CORP COM | United States | COM | 7,134 | 14,774 | +7,640 | $2,237,508 | $7,023 | -$2,230,485 | 2026-02-12 |
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| Q4 2025 | PG
PROCTER & GAMBLE CO COM | United States | COM | 14,690 | 18,578 | +3,888 | $2,149,735 | $2,662 | -$2,147,073 | 2026-02-12 |
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| Q4 2025 | JPM
JPMORGAN CHASE & CO. COM | United States | COM | 9,323 | 21,063 | +11,740 | $1,375,982 | $2,954 | -$1,373,028 | 2026-02-12 |
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| Q4 2025 | XOMXXXX
EXXON MOBIL CORPORATION COM | | COM | 7,763 | 16,638 | +8,875 | $927,446 | $1,274 | -$926,172 | 2026-02-12 |
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| Q4 2025 | MCD
MCDONALD'S CORPORATION COM | United States | COM | 3,160 | 3,957 | +797 | $839,264 | $5,258 | -$834,006 | 2026-02-12 |
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| Q4 2025 | ABT
ABBOTT LABORATORIES COM | United States | COM | 7,100 | 7,370 | +270 | $696,652 | $923 | -$695,729 | 2026-02-12 |
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| Q4 2025 | CVX
CHEVRON CORPORATION COM | United States | COM | 3,944 | 5,147 | +1,203 | $672,807 | $481 | -$672,326 | 2026-02-12 |
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| Q4 2025 | WMT
WALMART INC COM | United States | COM | 3,493 | 15,802 | +12,309 | $567,752 | $1,761 | -$565,991 | 2026-02-12 |
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| Q4 2025 | WFC
WELLS FARGO & COMPANY COM | United States | COM | 9,006 | 36,306 | +27,300 | $368,435 | $870 | -$367,565 | 2026-02-12 |
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| Q3 2024 | TGT
TARGET CORP | United States | COM | 39,836 | 40,070 | +234 | $5,673,484 | $4,390,100 | -$1,283,384 | 2024-11-14 |
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| Q3 2024 | PFE
PFIZER INC | United States | COM | 11,051 | 13,501 | +2,450 | $318,158 | $433,247 | +$115,089 | 2024-11-14 |
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| Q3 2024 | BMY
BRISTOL-MYERS SQUIBB | United States | COM | 11,981 | 12,481 | +500 | $614,745 | $725,645 | +$110,900 | 2024-11-14 |
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| Q3 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 7,601 | 7,731 | +130 | $1,191,381 | $1,212,839 | +$21,458 | 2024-11-14 |
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| Q4 2023 | BAC
BANK AMERICA CORP | United States | COM | 142,580 | 150,349 | +7,769 | $3,929,511 | $5,062,258 | +$1,132,747 | 2024-11-14 |
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| Q4 2023 | MSFT
MICROSOFT CORP | United States | COM | 7,134 | 7,896 | +762 | $2,237,508 | $2,969,212 | +$731,704 | 2024-11-14 |
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| Q4 2023 | PG
PROCTER AND GAMBLE CO | United States | COM | 14,690 | 18,270 | +3,580 | $2,149,735 | $2,677,286 | +$527,551 | 2024-11-14 |
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| Q4 2023 | JPM
JPMORGAN CHASE & CO. | United States | COM | 9,323 | 10,323 | +1,000 | $1,375,982 | $1,755,942 | +$379,960 | 2024-11-14 |
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| Q4 2023 | IBRX
IMMUNITYBIO INC | United States | COM | 89,396 | 92,786 | +3,390 | $143,034 | $465,786 | +$322,752 | 2024-11-14 |
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| Q4 2023 | MCD
MCDONALDS CORP | United States | COM | 3,160 | 3,370 | +210 | $839,264 | $999,239 | +$159,975 | 2024-11-14 |
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| Q4 2023 | AAPL
APPLE INC | United States | COM | 145,531 | 147,299 | +1,768 | $28,213,482 | $28,359,483 | +$146,001 | 2024-11-14 |
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| Q4 2023 | WFC
WELLS FARGO CO NEW | United States | COM | 9,006 | 9,406 | +400 | $368,435 | $462,963 | +$94,528 | 2024-11-14 |
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| Q4 2023 | MO
ALTRIA GROUP INC | United States | COM | 8,569 | 10,532 | +1,963 | $361,098 | $424,881 | +$63,783 | 2024-11-14 |
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| Q4 2023 | XOMXXXX
EXXON MOBIL CORP | | COM | 7,763 | 8,859 | +1,096 | $927,446 | $885,723 | -$41,723 | 2024-11-14 |
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| Q4 2023 | MRK
MERCK & CO INC | United States | COM | 3,222 | 3,422 | +200 | $336,055 | $373,066 | +$37,011 | 2024-11-14 |
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| Q4 2023 | CVX
CHEVRON CORP NEW | United States | COM | 3,944 | 4,670 | +726 | $672,807 | $696,577 | +$23,770 | 2024-11-14 |
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| Q4 2023 | PEP
PEPSICO INC | United States | COM | 1,990 | 2,090 | +100 | $337,305 | $354,966 | +$17,661 | 2024-11-14 |
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| Q4 2023 | CRON
CRONOS GROUP INC | | COM | 11,698 | 15,448 | +3,750 | $23,630 | $32,286 | +$8,656 | 2024-11-14 |
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| Q4 2023 | WMT
WALMART INC | United States | COM | 3,493 | 3,593 | +100 | $567,752 | $566,436 | -$1,316 | 2024-11-14 |
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| Q3 2023 | TGT
TARGET CORP | United States | COM | 39,836 | 40,070 | +234 | $5,673,484 | $4,390,100 | -$1,283,384 | 2024-11-14 |
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| Q3 2023 | PFE
PFIZER INC | United States | COM | 11,051 | 13,501 | +2,450 | $318,158 | $433,247 | +$115,089 | 2024-11-14 |
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| Q3 2023 | BMY
BRISTOL-MYERS SQUIBB | United States | COM | 11,981 | 12,481 | +500 | $614,745 | $725,645 | +$110,900 | 2024-11-14 |
|---|
| Q3 2023 | JNJ
JOHNSON & JOHNSON | United States | COM | 7,601 | 7,731 | +130 | $1,191,381 | $1,212,839 | +$21,458 | 2024-11-14 |
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