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| Happy Holidays!! thanks for using AUM13F!! |
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001793399 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 24.9 | ||
| Target Corp | 4.4 | ||
| Bank of America Corp /DE/ | 3.9 | ||
| Microsoft Corp | 2.2 | ||
| Procter & Gamble Co | 2.1 | ||
| J P Morgan Chase & Co | 1.4 | ||
| Johnson & Johnson | 1.2 | ||
| Home Depot Inc | 1.2 | ||
| AbbVie Inc | 1.1 | ||
| MGM Resorts International | 1.0 | ||
| Exxon Mobil Corp | 0.9 | ||
| McDonalds Corp | 0.8 | ||
| BP PLC | 0.8 | ||
| Bristol Myers Squibb Co | 0.7 | ||
| Abbott Laboratories | 0.7 | ||
| Chevron Corp | 0.7 | ||
| Diageo PLC | 0.5 | ||
| Pfizer Inc | 0.4 | ||
| Lowes Companies Inc | 0.4 | ||
| UBS Group AG | 0.4 | ||
| Wells Fargo & Co/MN | 0.4 | ||
| Altria Group Inc | 0.4 | ||
| PepsiCo Inc | 0.3 | ||
| Merck & Co Inc | 0.3 | ||
| Nantkwest Inc | 0.3 | ||
| 3M Co | 0.3 | ||
| Wal Mart Stores Inc | 0.3 | ||
| BlackRock Inc | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
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|---|---|---|
|
Aspen Private Advisors LLC
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SD | 0.2 |
|
Gibraltar Wealth Management LLC
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PA | 0.2 |
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Roundangle Advisors LLC
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NJ | 0.2 |
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Foliobeyond LLC
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0.2 | |
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Beacon Capital LLC
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IA | 0.2 |
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Blalock Williams LLC
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AL | 0.2 |
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Pacifica Wealth Advisors Inc
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0.2 | |
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D M Brenner Inc
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CA | 0.2 |
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Matriarch Wealth Management LLC
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0.2 | |
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Mtier Capital LLC
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0.2 |