Winning Points Advisors LLC

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Assets, Funds, Holdings

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Winning Points Advisors LLC
CRD #118077
SEC #801-78654
CIK #0001793399
AUM $176.4 M (2025-04-01)
Employees 2 (100% Investors, 0% Brokers)
Phone561-367-9111
Address127 NW 13th Street
Boca Raton, FL 33432
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
3002401801206002011201620212026
Sector Form 13F Holdings Value ($M)
Apple Inc 24.9
Target Corp 4.4
Bank of America Corp /DE/ 3.9
Microsoft Corp 2.2
Procter & Gamble Co 2.1
J P Morgan Chase & Co 1.4
Johnson & Johnson 1.2
Home Depot Inc 1.2
AbbVie Inc 1.1
MGM Resorts International 1.0
View All
Holdings by Sector ($M)
4003202401608002015201820212025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 171 24.7
(b) Individuals (high net worth individuals) 27 128.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 23.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 199 176.4
By Discretionary
Discretionary 199 176.4
Non-Discretionary 0 0.0
Total 199 176.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 176.4
Total 199 176.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001793399]
Comparable Firms State AUM ($B)
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SD 0.2
Gibraltar Wealth Management LLC
PA 0.2
Roundangle Advisors LLC
NJ 0.2
Foliobeyond LLC
0.2
Beacon Capital LLC
IA 0.2
Blalock Williams LLC
AL 0.2
Pacifica Wealth Advisors Inc
0.2
D M Brenner Inc
CA 0.2
Matriarch Wealth Management LLC
0.2
Mtier Capital LLC
0.2
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