Winning Points Advisors, LLC historic quarter change: USA Stocks, New
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 CSCO; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock TXN; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock BMO; Country of operation —; Class COM; Shares before 0.
- Q2 2026: Stock CAT; Country of operation United States; Class COM; Shares before 0.
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 | CSCO
CISCO SYS INC | United States | COM | 0 | 2,448 | +2,448 | $0 | $287,542 | +$287,542 | 2026-08-17 |
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| Q2 2026 | TXN
TEXAS INSTRS INC | United States | COM | 0 | 900 | +900 | $0 | $268,263 | +$268,263 | 2026-08-17 |
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| Q2 2026 | BMO
BANK MONTREAL MEDIUM | | COM | 0 | 1,400 | +1,400 | $0 | $247,380 | +$247,380 | 2026-08-17 |
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| Q2 2026 | CAT
CATERPILLAR INC | United States | COM | 0 | 200 | +200 | $0 | $212,980 | +$212,980 | 2026-08-17 |
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| Q1 2026 | IBRX
IMMUNITYBIO INC | United States | COM | 0 | 723,573 | +723,573 | $0 | $5,317,305 | +$5,317,305 | 2026-08-17 |
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| Q1 2026 | UBS
UBS GROUP AG | | SHS | 0 | 39,725 | +39,725 | $0 | $1,567,806 | +$1,567,806 | 2026-08-17 |
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| Q1 2026 | PEP
PEPSICO INC | United States | COM | 0 | 1,290 | +1,290 | $0 | $200,324 | +$200,324 | 2026-08-17 |
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| Q4 2025 | SHW
SHERWIN-WILLIAMS CO COM | United States | COM | 0 | 4,800 | +4,800 | $0 | $1,555 | +$1,555 | 2026-02-12 |
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| Q4 2025 | UPS
UNITED PARCEL SERVICE INC COM CL B | United States | CL B | 0 | 13,593 | +13,593 | $0 | $1,297 | +$1,297 | 2026-02-12 |
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| Q4 2025 | PM
PHILIP MORRIS INTL INC COM | United States | COM | 0 | 4,510 | +4,510 | $0 | $723 | +$723 | 2026-02-12 |
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| Q4 2025 | UBS
UBS Group AG | | Com | 0 | 39,780 | +39,780 | $0 | $695 | +$695 | 2026-02-12 |
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| Q4 2025 | BRKB
BERKSHIRE HATHAWAY INC COM CL B | | CL B NEW | 0 | 3,138 | +3,138 | $0 | $572 | +$572 | 2026-02-12 |
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| Q4 2025 | IBRX
Immunity Bio, Inc | United States | Com | 0 | 722,373 | +722,373 | $0 | $509 | +$509 | 2026-02-12 |
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| Q4 2025 | RTX
Raytheon Technologies Corporation | United States | COM | 0 | 2,600 | +2,600 | $0 | $477 | +$477 | 2026-02-12 |
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| Q4 2025 | KO
COCA-COLA CO COM | United States | COM | 0 | 5,918 | +5,918 | $0 | $414 | +$414 | 2026-02-12 |
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| Q4 2025 | TRV
TRAVELERS COMPANIES INC COM | United States | COM | 0 | 1,056 | +1,056 | $0 | $306 | +$306 | 2026-02-12 |
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| Q4 2025 | AXP
AMERICAN EXPRESS CO COM | United States | COM | 0 | 750 | +750 | $0 | $277 | +$277 | 2026-02-12 |
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| Q4 2025 | NVDA
NVIDIA CORP COM | United States | COM | 0 | 1,400 | +1,400 | $0 | $261 | +$261 | 2026-02-12 |
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| Q4 2025 | GOOG
ALPHABET INC COM CL C | United States | CAP STK CL C | 0 | 811 | +811 | $0 | $254 | +$254 | 2026-02-12 |
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| Q4 2025 | COST
COSTCO WHOLESALE CORP COM | United States | COM | 0 | 288 | +288 | $0 | $249 | +$249 | 2026-02-12 |
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| Q4 2025 | LMT
LOCKHEED MARTIN CORP COM | United States | COM | 0 | 447 | +447 | $0 | $216 | +$216 | 2026-02-12 |
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| Q3 2024 | UBS
UBS GROUP AG F | | COM | 0 | 15,534 | +15,534 | $0 | $383,690 | +$383,690 | 2024-11-14 |
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| Q3 2024 | BRKB
BERKSHIRE HATHAWAY CLASS B | | COM | 0 | 888 | +888 | $0 | $317,069 | +$317,069 | 2024-11-14 |
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| Q4 2023 | SHW
SHERWIN WILLIAMS CO | United States | COM | 0 | 4,800 | +4,800 | $0 | $1,497,120 | +$1,497,120 | 2024-11-14 |
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| Q4 2023 | UBS
UBS GROUP AG | | SHS | 0 | 17,821 | +17,821 | $0 | $550,669 | +$550,669 | 2024-11-14 |
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| Q4 2023 | PM
PHILIP MORRIS INTL INC | United States | COM | 0 | 4,510 | +4,510 | $0 | $424,301 | +$424,301 | 2024-11-14 |
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| Q4 2023 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 0 | 1,188 | +1,188 | $0 | $423,712 | +$423,712 | 2024-11-14 |
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| Q4 2023 | RTX
RTX CORPORATION | United States | COM | 0 | 2,600 | +2,600 | $0 | $218,764 | +$218,764 | 2024-11-14 |
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| Q4 2023 | LMT
LOCKHEED MARTIN CORP | United States | COM | 0 | 475 | +475 | $0 | $215,289 | +$215,289 | 2024-11-14 |
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| Q4 2023 | DIS
DISNEY WALT CO | United States | COM | 0 | 2,232 | +2,232 | $0 | $201,527 | +$201,527 | 2024-11-14 |
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| Q4 2023 | TRV
TRAVELERS COMPANIES INC | United States | COM | 0 | 1,056 | +1,056 | $0 | $201,157 | +$201,157 | 2024-11-14 |
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| Q3 2023 | UBS
UBS GROUP AG F | | COM | 0 | 15,534 | +15,534 | $0 | $383,690 | +$383,690 | 2024-11-14 |
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| Q3 2023 | BRKB
BERKSHIRE HATHAWAY CLASS B | | COM | 0 | 888 | +888 | $0 | $317,069 | +$317,069 | 2024-11-14 |
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| Q3 2023 | GLD
SPDR GOLD SHARES ETF | United States | COM | 0 | 1,203 | +1,203 | $0 | $208,396 | +$208,396 | 2024-11-14 |
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