Winning Points Advisors, LLC historic quarter change: USA Stocks, Reduced
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 JPM; Country of operation United States; Class COM; Shares before 20,935.
- Q2 2026: Stock MSFT; Country of operation United States; Class COM; Shares before 14,624.
- Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 15,596.
- Q2 2026: Stock UBS; Country of operation —; Class SHS; Shares before 39,725.
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 |
|---|
| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 20,935 | 20,661 | -274 | $6,175,614 | $2,867,738 | -$3,307,876 | 2026-08-17 |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 14,624 | 14,475 | -149 | $5,411,590 | $2,545,769 | -$2,865,821 | 2026-08-17 |
|---|
| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 15,596 | 15,310 | -286 | $2,568,421 | $1,054,111 | -$1,514,310 | 2026-08-17 |
|---|
| Q2 2026 | UBS
UBS GROUP AG | | SHS | 39,725 | 30,688 | -9,037 | $1,567,806 | $777,497 | -$790,309 | 2026-08-17 |
|---|
| Q2 2026 | CVX
CHEVRON CORPORATION | United States | COM | 5,297 | 5,261 | -36 | $1,074,549 | $540,543 | -$534,006 | 2026-08-17 |
|---|
| Q2 2026 | ABBV
ABBVIE INC | United States | COM | 6,779 | 6,304 | -475 | $1,474,452 | $1,586,439 | +$111,987 | 2026-08-17 |
|---|
| Q2 2026 | LOW
LOWES COS INC | United States | COM | 1,644 | 1,539 | -105 | $388,444 | $339,334 | -$49,110 | 2026-08-17 |
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| Q2 2026 | MO
ALTRIA GROUP INC | United States | COM | 8,372 | 8,225 | -147 | $552,474 | $591,794 | +$39,320 | 2026-08-17 |
|---|
| Q2 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 6,264 | 6,155 | -109 | $1,531,172 | $1,563,185 | +$32,013 | 2026-08-17 |
|---|
| Q2 2026 | UPS
UNITED PARCEL SVCS INC | United States | CL B | 13,715 | 13,659 | -56 | $1,348,771 | $1,360,854 | +$12,083 | 2026-08-17 |
|---|
| Q1 2026 | AAPL
APPLE INC | United States | COM | 160,788 | 158,230 | -2,558 | $39,400 | $40,175,468 | +$40,136,068 | 2026-08-17 |
|---|
| Q1 2026 | BAC
BANK AMERICA CORP | United States | COM | 172,033 | 160,668 | -11,365 | $5,898 | $7,868,333 | +$7,862,435 | 2026-08-17 |
|---|
| Q1 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 21,063 | 20,935 | -128 | $2,954 | $6,175,614 | +$6,172,660 | 2026-08-17 |
|---|
| Q1 2026 | MSFT
MICROSOFT CORP | United States | COM | 14,774 | 14,624 | -150 | $7,023 | $5,411,590 | +$5,404,567 | 2026-08-17 |
|---|
| Q1 2026 | WFC
WELLS FARGO & CO | United States | COM | 36,306 | 35,906 | -400 | $870 | $2,882,596 | +$2,881,726 | 2026-08-17 |
|---|
| Q1 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 16,638 | 15,596 | -1,042 | $1,274 | $2,568,421 | +$2,567,147 | 2026-08-17 |
|---|
| Q1 2026 | WMT
WALMART INC | United States | COM | 15,802 | 15,757 | -45 | $1,761 | $1,958,243 | +$1,956,482 | 2026-08-17 |
|---|
| Q1 2026 | ABBV
ABBVIE INC | United States | COM | 6,889 | 6,779 | -110 | $1,573 | $1,474,452 | +$1,472,879 | 2026-08-17 |
|---|
| Q1 2026 | MCD
MCDONALDS CORP | United States | COM | 3,957 | 3,857 | -100 | $5,258 | $1,195,927 | +$1,190,669 | 2026-08-17 |
|---|
| Q1 2026 | MGM
MGM RESORTS INTERNATIONAL | United States | COM | 23,250 | 22,972 | -278 | $848 | $850,194 | +$849,346 | 2026-08-17 |
|---|
| Q1 2026 | PM
PHILIP MORRIS INTL INC | United States | COM | 4,510 | 4,349 | -161 | $723 | $719,064 | +$718,341 | 2026-08-17 |
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| Q1 2026 | ABT
ABBOTT LABORATORIES | United States | COM | 7,370 | 6,691 | -679 | $923 | $686,965 | +$686,042 | 2026-08-17 |
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| Q1 2026 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 10,808 | 10,778 | -30 | $583 | $653,686 | +$653,103 | 2026-08-17 |
|---|
| Q1 2026 | MO
ALTRIA GROUP INC | United States | COM | 8,399 | 8,372 | -27 | $484 | $552,474 | +$551,990 | 2026-08-17 |
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| Q1 2026 | TRV
TRAVELERS COMPANIES INC | United States | COM | 1,056 | 1,021 | -35 | $306 | $297,805 | +$297,499 | 2026-08-17 |
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| Q1 2026 | LMT
LOCKHEED MARTIN CORP | United States | COM | 447 | 347 | -100 | $216 | $209,723 | +$209,507 | 2026-08-17 |
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| Q4 2025 | TGT
TARGET CORP COM | United States | COM | 40,070 | 6,252 | -33,818 | $4,390,100 | $611 | -$4,389,489 | 2026-02-12 |
|---|
| Q4 2025 | JNJ
JOHNSON & JOHNSON COM | United States | COM | 7,731 | 6,264 | -1,467 | $1,212,839 | $1,296 | -$1,211,543 | 2026-02-12 |
|---|
| Q4 2025 | HD
HOME DEPOT INC COM | United States | COM | 3,883 | 2,861 | -1,022 | $1,178,452 | $984 | -$1,177,468 | 2026-02-12 |
|---|
| Q4 2025 | ABBV
ABBVIE INC COM | United States | COM | 7,223 | 6,889 | -334 | $1,099,641 | $1,573 | -$1,098,068 | 2026-02-12 |
|---|
| Q4 2025 | MGM
MGM RESORTS INTERNATIONAL COM | United States | COM | 27,550 | 23,250 | -4,300 | $1,009,432 | $848 | -$1,008,584 | 2026-02-12 |
|---|
| Q4 2025 | BMY
BRISTOL-MYERS SQUIBB CO COM | United States | COM | 12,481 | 10,808 | -1,673 | $725,645 | $583 | -$725,062 | 2026-02-12 |
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| Q4 2025 | LOW
LOWE'S COMPANIES INC COM | United States | COM | 2,011 | 1,644 | -367 | $417,846 | $396 | -$417,450 | 2026-02-12 |
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| Q4 2025 | MO
ALTRIA GROUP INC COM | United States | COM | 8,569 | 8,399 | -170 | $361,098 | $484 | -$360,614 | 2026-02-12 |
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| Q4 2025 | MMM
3M COMPANY COM | United States | COM | 3,342 | 3,232 | -110 | $311,675 | $517 | -$311,158 | 2026-02-12 |
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| Q3 2024 | AAPL
APPLE INC | United States | COM | 147,299 | 145,174 | -2,125 | $28,359,483 | $24,779,756 | -$3,579,727 | 2024-11-14 |
|---|
| Q3 2024 | BAC
BANK OF AMERICA CORP | United States | COM | 150,349 | 142,580 | -7,769 | $5,062,258 | $3,929,511 | -$1,132,747 | 2024-11-14 |
|---|
| Q3 2024 | MSFT
MICROSOFT CORP | United States | COM | 7,896 | 7,134 | -762 | $2,969,212 | $2,237,508 | -$731,704 | 2024-11-14 |
|---|
| Q3 2024 | PG
PROCTER & GAMBLE | United States | COM | 18,270 | 14,690 | -3,580 | $2,677,286 | $2,149,735 | -$527,551 | 2024-11-14 |
|---|
| Q3 2024 | JPM
JPMORGAN CHASE & CO | United States | COM | 10,323 | 9,323 | -1,000 | $1,755,942 | $1,375,982 | -$379,960 | 2024-11-14 |
|---|
| Q3 2024 | IBRX
IMMUNITYBIO INC | United States | COM | 92,786 | 89,396 | -3,390 | $465,786 | $143,034 | -$322,752 | 2024-11-14 |
|---|
| Q3 2024 | MCD
MCDONALDS CORP | United States | COM | 3,370 | 3,160 | -210 | $999,239 | $839,264 | -$159,975 | 2024-11-14 |
|---|
| Q3 2024 | WFC
WELLS FARGO & CO | United States | COM | 9,406 | 9,006 | -400 | $462,963 | $368,435 | -$94,528 | 2024-11-14 |
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| Q3 2024 | MO
ALTRIA GROUP INC | United States | COM | 10,532 | 8,569 | -1,963 | $424,881 | $361,098 | -$63,783 | 2024-11-14 |
|---|
| Q3 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 8,859 | 7,763 | -1,096 | $885,723 | $927,446 | +$41,723 | 2024-11-14 |
|---|
| Q3 2024 | MRK
MERCK & CO. INC. | United States | COM | 3,422 | 3,222 | -200 | $373,066 | $336,055 | -$37,011 | 2024-11-14 |
|---|
| Q3 2024 | CVX
CHEVRON CORP | United States | COM | 4,670 | 3,944 | -726 | $696,577 | $672,807 | -$23,770 | 2024-11-14 |
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| Q3 2024 | PEP
PEPSICO INC | United States | COM | 2,090 | 1,990 | -100 | $354,966 | $337,305 | -$17,661 | 2024-11-14 |
|---|
| Q3 2024 | CRON
CRONOS GROUP INC F | | COM | 15,448 | 11,698 | -3,750 | $32,286 | $23,630 | -$8,656 | 2024-11-14 |
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| Q3 2024 | WMT
WALMART INC | United States | COM | 3,593 | 3,493 | -100 | $566,436 | $567,752 | +$1,316 | 2024-11-14 |
|---|
| Q4 2023 | TGT
TARGET CORP | United States | COM | 40,070 | 39,836 | -234 | $4,390,100 | $5,673,484 | +$1,283,384 | 2024-11-14 |
|---|
| Q4 2023 | PFE
PFIZER INC | United States | COM | 13,501 | 11,051 | -2,450 | $433,247 | $318,158 | -$115,089 | 2024-11-14 |
|---|
| Q4 2023 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 12,481 | 11,981 | -500 | $725,645 | $614,745 | -$110,900 | 2024-11-14 |
|---|
| Q4 2023 | JNJ
JOHNSON & JOHNSON | United States | COM | 7,731 | 7,601 | -130 | $1,212,839 | $1,191,381 | -$21,458 | 2024-11-14 |
|---|
| Q3 2023 | BAC
BANK OF AMERICA CORP | United States | COM | 150,349 | 142,580 | -7,769 | $5,062,258 | $3,929,511 | -$1,132,747 | 2024-11-14 |
|---|
| Q3 2023 | MSFT
MICROSOFT CORP | United States | COM | 7,896 | 7,134 | -762 | $2,969,212 | $2,237,508 | -$731,704 | 2024-11-14 |
|---|
| Q3 2023 | PG
PROCTER & GAMBLE | United States | COM | 18,270 | 14,690 | -3,580 | $2,677,286 | $2,149,735 | -$527,551 | 2024-11-14 |
|---|
| Q3 2023 | JPM
JPMORGAN CHASE & CO | United States | COM | 10,323 | 9,323 | -1,000 | $1,755,942 | $1,375,982 | -$379,960 | 2024-11-14 |
|---|
| Q3 2023 | IBRX
IMMUNITYBIO INC | United States | COM | 92,786 | 89,396 | -3,390 | $465,786 | $143,034 | -$322,752 | 2024-11-14 |
|---|
| Q3 2023 | MCD
MCDONALDS CORP | United States | COM | 3,370 | 3,160 | -210 | $999,239 | $839,264 | -$159,975 | 2024-11-14 |
|---|
| Q3 2023 | AAPL
APPLE INC | United States | COM | 147,299 | 145,531 | -1,768 | $28,359,483 | $28,213,482 | -$146,001 | 2024-11-14 |
|---|
| Q3 2023 | WFC
WELLS FARGO & CO | United States | COM | 9,406 | 9,006 | -400 | $462,963 | $368,435 | -$94,528 | 2024-11-14 |
|---|
| Q3 2023 | MO
ALTRIA GROUP INC | United States | COM | 10,532 | 8,569 | -1,963 | $424,881 | $361,098 | -$63,783 | 2024-11-14 |
|---|
| Q3 2023 | XOMXXXX
EXXON MOBIL CORP | | COM | 8,859 | 7,763 | -1,096 | $885,723 | $927,446 | +$41,723 | 2024-11-14 |
|---|
| Q3 2023 | MRK
MERCK & CO. INC. | United States | COM | 3,422 | 3,222 | -200 | $373,066 | $336,055 | -$37,011 | 2024-11-14 |
|---|
| Q3 2023 | CVX
CHEVRON CORP | United States | COM | 4,670 | 3,944 | -726 | $696,577 | $672,807 | -$23,770 | 2024-11-14 |
|---|
| Q3 2023 | PEP
PEPSICO INC | United States | COM | 2,090 | 1,990 | -100 | $354,966 | $337,305 | -$17,661 | 2024-11-14 |
|---|
| Q3 2023 | CRON
CRONOS GROUP INC F | | COM | 15,448 | 11,698 | -3,750 | $32,286 | $23,630 | -$8,656 | 2024-11-14 |
|---|
| Q3 2023 | WMT
WALMART INC | United States | COM | 3,593 | 3,493 | -100 | $566,436 | $567,752 | +$1,316 | 2024-11-14 |
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