2026 Q2 Portfolio Activity
In 2026 Q2, Winning Points Advisors, LLC maintained a portfolio of 44 distinct positions. They heavily accumulated shares in ISHARES TR, increasing the position by 13.9%.
Position History
hover any row below to update
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Total Positions
44
Quarter
2026 Q2
Top Holding
AAPL (40.2%)
Top 10 Concentration
78.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-44 of 44
Winning Points Advisors, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 40.23% | 40.07% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
158,230 | $40,175,468 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 7.88% | 6.79% |
#2
Prev: #2
|
5.2 |
—
|
3 | 0.0% |
P
S
|
160,668 | $7,868,333 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 6.18% | 3.78% |
#3
2
Prev: #5
|
4.0 |
—
|
-61 | -0.3% |
P
S
|
20,935 | $6,175,614 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.42% | 3.77% |
#4
2
Prev: #6
|
3.2 |
—
|
-50 | -0.3% |
P
S
|
14,624 | $5,411,590 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
IBRX
IMMUNITYBIO INC
|
Healthcare | 5.32% | 2.99% |
#5
2
Prev: #7
|
3.1 |
—
|
1,200 | 0.2% |
P
S
|
723,573 | $5,317,305 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
STEW
SRH TOTAL RETUR...
|
Financial Services | 3.12% | 4.40% |
#6
3
Prev: #3
|
1.7 |
—
|
-800 | -0.4% |
P
S
|
182,123 | $3,114,303 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 2.89% | 1.19% |
#7
10
Prev: #17
|
2.2 |
—
|
no change | no change |
P
S
|
35,906 | $2,882,596 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 2.69% | 3.99% |
#8
4
Prev: #4
|
2.1 |
—
|
no change | no change |
P
S
|
18,578 | $2,683,406 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 2.57% | 1.57% |
#9
5
Prev: #14
|
1.5 |
—
|
-1,000 | -6.0% |
P
S
|
15,596 | $2,568,421 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.96% | 2.59% |
#10
2
Prev: #8
|
1.8 |
—
|
no change | no change |
P
S
|
15,757 | $1,958,243 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
UBS
UBS GROUP AG
|
Financial Services | 1.57% | 0.84% |
#11
14
Prev: #25
|
1.6 |
—
|
no change | no change |
P
S
|
39,725 | $1,567,806 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 1.54% | 2.31% |
#12
3
Prev: #9
|
1.6 |
—
|
no change | no change |
P
S
|
4,800 | $1,538,640 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.53% | 2.03% |
#13
2
Prev: #11
|
1.6 |
—
|
no change | no change |
P
S
|
6,264 | $1,531,172 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.48% | 2.04% |
#14
4
Prev: #10
|
1.6 |
—
|
no change | no change |
P
S
|
6,779 | $1,474,452 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 1.35% | 1.98% |
#15
3
Prev: #12
|
1.0 |
—
|
-90 | -0.7% |
P
S
|
13,715 | $1,348,771 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 1.20% | 1.27% |
#16
Prev: #16
|
1.5 |
—
|
no change | no change |
P
S
|
3,857 | $1,195,927 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.16% | 1.64% |
#17
4
Prev: #13
|
1.5 |
—
|
no change | no change |
P
S
|
1,933 | $1,155,072 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 1.08% | 0.87% |
#18
6
Prev: #24
|
0.9 |
—
|
8 | 0.2% |
P
S
|
5,297 | $1,074,549 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.94% | 1.46% |
#19
4
Prev: #15
|
1.4 |
—
|
no change | no change |
P
S
|
2,861 | $940,954 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
BP
BP PLC
|
Energy | 0.89% | 0.97% |
#20
2
Prev: #22
|
0.9 |
—
|
1 | 0.0% |
P
S
|
18,946 | $890,472 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
MGM
MGM RESORTS INT...
|
Consumer Cyclical | 0.85% | 1.13% |
#21
3
Prev: #18
|
1.3 |
—
|
no change | no change |
P
S
|
22,972 | $850,194 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
TGT
TARGET CORP
|
Consumer Defensive | 0.76% | 0.98% |
#22
1
Prev: #21
|
1.3 |
—
|
no change | no change |
P
S
|
6,252 | $757,742 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.72% | 1.07% |
#23
3
Prev: #20
|
1.3 |
—
|
no change | no change |
P
S
|
4,349 | $719,064 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.69% | 1.09% |
#24
5
Prev: #19
|
0.8 |
—
|
-600 | -8.2% |
P
S
|
6,691 | $686,965 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.65% | 0.87% |
#25
2
Prev: #23
|
1.3 |
—
|
no change | no change |
P
S
|
10,778 | $653,686 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.55% | 0.76% |
#26
Prev: #26
|
1.2 |
—
|
no change | no change |
P
S
|
8,372 | $552,474 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.50% | 0.71% |
#27
1
Prev: #28
|
1.2 |
—
|
no change | no change |
P
S
|
2,600 | $501,540 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
MMM
3M CO
|
Industrials | 0.47% | 0.72% |
#28
1
Prev: #27
|
1.2 |
—
|
no change | no change |
P
S
|
3,232 | $469,383 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.45% | 0.63% |
#29
Prev: #29
|
1.2 |
—
|
no change | no change |
P
S
|
5,918 | $450,064 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.39% | 0.62% |
#30
Prev: #30
|
1.2 |
—
|
no change | no change |
P
S
|
1,644 | $388,444 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
CALF
PACER FDS TR
|
ETF | 0.38% | 0.53% |
#31
Prev: #31
|
1.2 |
—
|
no change | no change |
P
S
|
8,509 | $381,799 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.31% | 0.44% |
#32
1
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
1,606 | $308,284 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
TRV
TRAVELERS COMPA...
|
Financial Services | 0.30% | 0.42% |
#33
1
Prev: #34
|
1.1 |
—
|
no change | no change |
P
S
|
1,021 | $297,805 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.29% | 0.38% |
#34
1
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
288 | $287,261 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DEO
DIAGEO PLC
|
Consumer Defensive | 0.26% | 0.27% |
#35
8
Prev: #43
|
0.6 |
—
|
-200 | -5.5% |
P
S
|
3,450 | $257,213 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.24% | 0.36% |
#36
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
1,400 | $244,198 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.23% | 0.34% |
#37
1
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
811 | $232,587 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.23% | 0.35% |
#38
1
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
750 | $226,860 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
IVV
ISHARES TR
|
ETF | 0.22% | 0.27% |
#39
3
Prev: #42
|
2.1 |
—
|
41 | 13.9% |
P
S
|
335 | $218,568 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.21% | 0.31% |
#40
1
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
347 | $209,723 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.20% | 0.28% |
#41
1
Prev: #40
|
1.1 |
—
|
no change | no change |
P
S
|
1,290 | $200,324 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
AOD
ABRDN TOTAL DYN...
|
Bond/Debt | 0.10% | 0.15% |
#42
2
Prev: #44
|
1.0 |
—
|
no change | no change |
P
S
|
10,650 | $98,087 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
BMO
BANK MONTREAL M...
|
Financial Services | 0.00% | 0.27% |
Sold All 😨
(Was: #41) |
0.0 |
—
|
-1,400 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.00% | 0.49% |
Sold All 😨
(Was: #32) |
0.0 |
—
|
-2,738 | -100.0% |
CLOSED
|
— | $— | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 |
Showing 1-44 of 44 holdings