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Winning Points Advisors LLC
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CRD # | 118077 |
SEC # | 801-78654 |
CIK # | 0001793399 |
AUM | $176.4 M (2025-04-01) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 561-367-9111 |
Address | 127 NW 13th Street Boca Raton, FL 33432 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($M) |
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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) |
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AUM Breakdown | Accounts | AUM ($M) |
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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 |
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13F-HR | [0001793399] |
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SD | 0.2 |
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AL | 0.2 |
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D M Brenner Inc
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CA | 0.2 |
Matriarch Wealth Management LLC
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0.2 | |
Mtier Capital LLC
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0.2 |