WINNING POINTS ADVISORS, LLC

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Winning Points Advisors is based out of Boca Raton. Winning Points Advisors is a large advisory firm with 499 clients and discretionary assets under management (AUM) of $267,155,930 (Form ADV from 2019-08-14). Their last reported 13F filing for Q2 2019 included $137,168,000 in managed 13F securities and a top 10 holdings concentration of 53.43%. Winning Points Advisors's largest holding is iShares MSCI EAFE Index Fund with shares held of 165,500. Whalewisdom has at least 10 13F filings

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06/30/2019

Top Sells

  • Name% Change

06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $137.168 Million
  • Prior Market Value $116.515 Million
  • New Purchases69 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 53.43 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:0.00 quarters
  • Time Held Top10:0.00 quarters
  • Time Held All:9.07 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

WINNING POINTS ADVISORS, L.L.C.
129 NW 13TH STREET SUITE D-26
BOCA RATON FL    33432
Country: United States

Business Phone: 561-367-9111
Fax: 561-367-7312
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 7
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,THIRD PARTY FEES
Amount of client funds and securities:
Total Number of Clients: 499
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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