Winning-Points-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "ABT",
  "ABBV",
  "LOW",
  "CRON",
  "AOD",
  "HD",
  "MCD",
  null,
  "MSFT",
  "IBRX",
  "PEP",
  "AAPL",
  "PFE",
  "PG",
  "MRK",
  "BP",
  "TGT",
  "UBS",
  "DEO",
  "WMT",
  "WFC",
  "MGM",
  "BAC",
  "BRK-B",
  "BLK",
  "BMY",
  "CVX",
  "XOM",
  "JNJ",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2024-09-30

SEC FilingSEC DataHachi Filing

Report Date: 2024-09-30
Filing Date: 2024-11-14
Total Holdings: 32
Total Value: 31781254
Accession Number: 0001793399-24-000002
Form Type: 13F-HR
CIK: winning-points-advisors
Manager Name: Winning-Points-Advisors

Data Enrichment

97% identified

31 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

32 positions • $31.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 2

Sort by:

TARGET CORP

TGT|87612E106

Shares:40.1K

Value:$4.4M

% of Portfolio:13.8% ($4.4M/$31.8M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:142.6K

Value:$3.9M

% of Portfolio:12.4% ($3.9M/$31.8M)

Apple Inc.

AAPL|037833100

Shares:357

Value:$3.4M

% of Portfolio:10.8% ($3.4M/$31.8M)

MICROSOFT CORP

MSFT|594918104

Shares:7.1K

Value:$2.2M

% of Portfolio:7.0% ($2.2M/$31.8M)

PROCTER & GAMBLE Co

PG|742718109

Shares:14.7K

Value:$2.1M

% of Portfolio:6.8% ($2.1M/$31.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:9.3K

Value:$1.4M

% of Portfolio:4.3% ($1.4M/$31.8M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:7.7K

Value:$1.2M

% of Portfolio:3.8% ($1.2M/$31.8M)

HOME DEPOT, INC.

HD|437076102

Shares:3.9K

Value:$1.2M

% of Portfolio:3.7% ($1.2M/$31.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:7.2K

Value:$1.1M

% of Portfolio:3.5% ($1.1M/$31.8M)

MGM Resorts International

MGM|552953101

Shares:27.6K

Value:$1.0M

% of Portfolio:3.2% ($1.0M/$31.8M)

EXXON MOBIL CORP

XOM|30231G102

Shares:7.8K

Value:$927.4K

% of Portfolio:2.9% ($927.4K/$31.8M)

MCDONALDS CORP

MCD|580135101

Shares:3.2K

Value:$839.3K

% of Portfolio:2.6% ($839.3K/$31.8M)

BP PLC

BP|055622104

Shares:19.3K

Value:$760.9K

% of Portfolio:2.4% ($760.9K/$31.8M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:12.5K

Value:$725.6K

% of Portfolio:2.3% ($725.6K/$31.8M)

ABBOTT LABORATORIES

ABT|002824100

Shares:7.1K

Value:$696.7K

% of Portfolio:2.2% ($696.7K/$31.8M)

CHEVRON CORP

CVX|166764100

Shares:3.9K

Value:$672.8K

% of Portfolio:2.1% ($672.8K/$31.8M)

Walmart Inc.

WMT|931142103

Shares:3.5K

Value:$567.8K

% of Portfolio:1.8% ($567.8K/$31.8M)

DIAGEO PLC

DEO|25243Q205

Shares:3.5K

Value:$517.8K

% of Portfolio:1.6% ($517.8K/$31.8M)

PFIZER INC

PFE|717081103

Shares:13.5K

Value:$433.2K

% of Portfolio:1.4% ($433.2K/$31.8M)

LOWES COMPANIES INC

LOW|548661107

Shares:2.0K

Value:$417.8K

% of Portfolio:1.3% ($417.8K/$31.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TARGET CORP(TGTcusip87612E106)	40.1K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$4.4M	13.8% ($4.4M/$31.8M)	QoQ- YoY 0.00% (+$0)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	142.6K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$3.9M	12.4% ($3.9M/$31.8M)	QoQ- YoY 0.00% (+$0)
Apple Inc.(AAPLcusip037833100)	357	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$3.4M	10.8% ($3.4M/$31.8M)	QoQ- YoY 0.00% (+$0)
MICROSOFT CORP(MSFTcusip594918104)	7.1K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$2.2M	7.0% ($2.2M/$31.8M)	QoQ- YoY 0.00% (+$0)
PROCTER & GAMBLE Co(PGcusip742718109)	14.7K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$2.1M	6.8% ($2.1M/$31.8M)	QoQ- YoY 0.00% (+$0)
JPMORGAN CHASE & CO(JPMcusip46625H100)	9.3K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$1.4M	4.3% ($1.4M/$31.8M)	QoQ- YoY 0.00% (+$0)
JOHNSON & JOHNSON(JNJcusip478160104)	7.7K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$1.2M	3.8% ($1.2M/$31.8M)	QoQ- YoY 0.00% (+$0)
HOME DEPOT, INC.(HDcusip437076102)	3.9K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$1.2M	3.7% ($1.2M/$31.8M)	QoQ- YoY 0.00% (+$0)
AbbVie Inc.(ABBVcusip00287Y109)	7.2K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$1.1M	3.5% ($1.1M/$31.8M)	QoQ- YoY 0.00% (+$0)
MGM Resorts International(MGMcusip552953101)	27.6K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$1.0M	3.2% ($1.0M/$31.8M)	QoQ- YoY 0.00% (+$0)
EXXON MOBIL CORP(XOMcusip30231G102)	7.8K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$927.4K	2.9% ($927.4K/$31.8M)	QoQ- YoY 0.00% (+$0)
MCDONALDS CORP(MCDcusip580135101)	3.2K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$839.3K	2.6% ($839.3K/$31.8M)	QoQ- YoY 0.00% (+$0)
BP PLC(BPcusip055622104)	19.3K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$760.9K	2.4% ($760.9K/$31.8M)	QoQ- YoY 0.00% (+$0)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	12.5K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$725.6K	2.3% ($725.6K/$31.8M)	QoQ- YoY 0.00% (+$0)
ABBOTT LABORATORIES(ABTcusip002824100)	7.1K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$696.7K	2.2% ($696.7K/$31.8M)	QoQ- YoY 0.00% (+$0)
CHEVRON CORP(CVXcusip166764100)	3.9K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$672.8K	2.1% ($672.8K/$31.8M)	QoQ- YoY 0.00% (+$0)
Walmart Inc.(WMTcusip931142103)	3.5K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$567.8K	1.8% ($567.8K/$31.8M)	QoQ- YoY 0.00% (+$0)
DIAGEO PLC(DEOcusip25243Q205)	3.5K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$517.8K	1.6% ($517.8K/$31.8M)	QoQ- YoY 0.00% (+$0)
PFIZER INC(PFEcusip717081103)	13.5K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$433.2K	1.4% ($433.2K/$31.8M)	QoQ- YoY 0.00% (+$0)
LOWES COMPANIES INC(LOWcusip548661107)	2.0K	QoQ- YoY 0.00% (+0)	All Managers (Combined)	$417.8K	1.3% ($417.8K/$31.8M)	QoQ- YoY 0.00% (+$0)