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| Winning Points Advisors LLC
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|---|---|
| CRD # | 118077 |
| SEC # | 801-78654 |
| CIK # | 0001793399 |
| AUM | 173.1 M (2026-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 561-367-9111 |
| Address | 127 NW 13th Street Boca Raton, FL 33432 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 30.0 | ||
| J P Morgan Chase & Co | 6.2 | ||
| Nantkwest Inc | 5.5 | ||
| Bank of America Corp /DE/ | 5.1 | ||
| SRH Total Return Fund Inc | 3.3 | ||
| Procter & Gamble Co | 3.0 | ||
| Wells Fargo & Co/MN | 2.9 | ||
| Microsoft Corp | 2.8 | ||
| Wal Mart Stores Inc | 1.9 | ||
| Sherwin Williams Co | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 22.3 |
| (b) Individuals (high net worth individuals) | 25 | 126.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 24.2 |
| (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 | 326 | 173.1 |
| By Discretionary | ||
| Discretionary | 326 | 173.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 326 | 173.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.1 | |
| Total | 326 | 173.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001793399] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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