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Outlook Wealth Advisors

Latest statistics and disclosures from Outlook Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, BSEP, QQQ, VTV, NVDA, and represent 19.85% of Outlook Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: GSEP (+$10M), OCTW (+$8.4M), JANW, DECU, SEPW, SIXO, QBER, JULU, JANZ, BILZ.
Started 23 new stock positions in GSEP, KMI, XLC, FISR, SIXO, EFA, OCTW, CAT, SPTL, PBW. PHYS, JANZ, VOLT, ROMO, PSLV, TBIL, CI, IYH, PACB, BKLC, HGER, MU, CPAI.
Reduced shares in these 10 stocks: GJUL (-$5.2M), DECW, OCTJ, SIXP, KBWP, HWM, MLPX, ITB, TPR, GOOGL.
Sold out of its positions in SIXP, ALGN, COST, DE, GJUL, FI, MLPX, KBWP, ITB, JNK. BIL, TTD, TRI, NLR, NBR.
Outlook Wealth Advisors was a net buyer of stock by $40M.
Outlook Wealth Advisors has $442M in assets under management (AUM), dropping by 10.17%.
Central Index Key (CIK): 0001767151

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Portfolio Holdings for Outlook Wealth Advisors

Outlook Wealth Advisors holds 298 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.1	$23M	+2%	33k	684.94	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	4.5	$20M		403k	49.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.7	$16M		27k	614.30	View chart
Vanguard Index Fds Value Etf (VTV)	3.4	$15M		79k	190.99	View chart
NVIDIA Corporation (NVDA)	3.2	$14M	+8%	75k	186.50	View chart
Ishares Tr High Yld Systm B (HYDB)	3.0	$13M		276k	47.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	2.7	$12M		381k	31.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	2.4	$10M	NEW	268k	38.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	2.2	$9.6M		202k	47.47	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	2.0	$8.8M	+92%	237k	37.01	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	1.9	$8.4M	NEW	215k	39.00	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	1.9	$8.3M	+91%	303k	27.39	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPW)	1.7	$7.5M	+93%	236k	31.92	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.6	$7.2M		75k	96.28	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	1.6	$6.9M	-14%	203k	33.94	View chart
Apple (AAPL)	1.4	$6.3M	+9%	23k	271.86	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.4	$6.2M		117k	52.88	View chart
Ishares Tr Intl Sel Div Etf (IDV)	1.3	$5.9M		150k	39.45	View chart
Ishares Tr Global Finls Etf (IXG)	1.2	$5.3M		44k	120.79	View chart
Microsoft Corporation (MSFT)	1.2	$5.1M	+17%	11k	483.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$5.0M		55k	89.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	1.1	$4.8M		111k	43.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$4.6M		6.7k	681.92	View chart
Elevation Series Trust Trueshares Quart (QBER)	1.0	$4.6M	+73%	191k	23.97	View chart
Exxon Mobil Corporation (XOM)	0.9	$4.0M	+27%	33k	120.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$4.0M		8.1k	487.84	View chart
Aim Etf Products Trust Allianzim Eq Buf (JULU)	0.8	$3.5M	+92%	117k	29.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$3.4M	-14%	11k	312.99	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.8	$3.4M	+65%	34k	100.77	View chart
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ)	0.8	$3.4M		83k	40.36	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.8	$3.3M	+30%	97k	34.28	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.7	$3.1M		42k	72.62	View chart
Johnson & Johnson (JNJ)	0.6	$2.7M	+2%	13k	206.94	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.6	$2.6M	-4%	20k	129.53	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.6	$2.6M	-2%	16k	156.63	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.5	$2.4M		44k	54.92	View chart
Chevron Corporation (CVX)	0.5	$2.4M		16k	152.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.5	$2.4M		42k	56.62	View chart
Broadcom (AVGO)	0.5	$2.4M	-14%	6.8k	346.12	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$2.3M	-4%	12k	199.68	View chart
Ssga Active Tr State Street Us (XLSR)	0.5	$2.2M	-3%	36k	62.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$2.2M		11k	191.57	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.5	$2.1M		39k	53.70	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$2.1M	+21%	47k	44.41	View chart
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)	0.5	$2.1M	NEW	59k	34.73	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$2.0M	+48%	24k	81.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$1.9M	-2%	41k	46.43	View chart
Lam Research Corp Com New (LRCX)	0.4	$1.8M	+32%	11k	171.18	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$1.8M		36k	50.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.7M	-8%	5.2k	335.24	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.4	$1.7M	-3%	120k	14.36	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.4	$1.7M		16k	108.64	View chart
Ishares Tr Faln Angls Usd (FALN)	0.4	$1.7M	-2%	62k	27.30	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$1.6M	+6%	2.2k	753.78	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.4	$1.6M		12k	136.14	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.4	$1.6M		38k	41.88	View chart
Meta Platforms Cl A (META)	0.4	$1.5M		2.3k	659.99	View chart
Blackrock Etf Trust Ii Ishares Floating (BRLN)	0.3	$1.5M	-7%	30k	51.63	View chart
Phillips Edison & Co Common Stock (PECO)	0.3	$1.5M		42k	35.57	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$1.5M	+38%	15k	98.50	View chart
Innovator Etfs Trust Premium Inc 30 B (OCTJ)	0.3	$1.4M	-43%	60k	23.95	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$1.4M	-2%	30k	46.81	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.3	$1.4M		11k	128.94	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.4M	+11%	16k	83.75	View chart
Home Depot (HD)	0.3	$1.4M	+59%	4.0k	344.09	View chart
Elevation Series Trust Trueshares Strcd (JANZ)	0.3	$1.4M	NEW	36k	38.11	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	0.3	$1.3M	+93%	52k	25.97	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M	+22%	4.1k	322.24	View chart
Visa Com Cl A (V)	0.3	$1.3M	-5%	3.8k	350.75	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$1.3M	+83%	16k	80.22	View chart
Tema Etf Trust Electrification (VOLT)	0.3	$1.2M	NEW	43k	28.92	View chart
Cisco Systems (CSCO)	0.3	$1.2M	-2%	16k	77.03	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.2M		19k	62.47	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.3	$1.2M		25k	46.74	View chart
Nuveen Global High Income SHS (JGH)	0.3	$1.2M		92k	12.61	View chart
Ishares Tr Us Consum Discre (IYC)	0.3	$1.1M		11k	103.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.3	$1.1M	-3%	35k	32.53	View chart
Invesco Exchange Traded Fd T Leisure And Ente (PEJ)	0.3	$1.1M		18k	61.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.3	$1.1M		26k	43.72	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.2	$1.1M		6.1k	179.37	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$1.1M		22k	49.84	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.2	$1.1M	NEW	36k	30.54	View chart
Innovator Etfs Trust Prem Inc 20 Barr (OCTH)	0.2	$1.1M	-7%	45k	23.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.0M	+19%	2.6k	396.30	View chart
Invesco Exchange Traded Fd T Next Gen Media (GGME)	0.2	$1.0M		17k	59.57	View chart
Procter & Gamble Company (PG)	0.2	$1.0M		7.1k	143.32	View chart
S&p Global (SPGI)	0.2	$1.0M		2.0k	522.48	View chart
Bank of New York Mellon Corporation (BK)	0.2	$994k	-25%	8.6k	116.09	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$966k		55k	17.71	View chart
ResMed (RMD)	0.2	$960k	+21%	4.0k	240.85	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$918k		24k	39.12	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$916k	-3%	6.2k	148.68	View chart
Wal-Mart Stores (WMT)	0.2	$905k	+6%	8.1k	111.41	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.2	$901k	-5%	19k	47.98	View chart
Amazon (AMZN)	0.2	$898k	-5%	3.9k	230.82	View chart
Zoetis Cl A (ZTS)	0.2	$880k	+31%	7.0k	125.82	View chart
Honeywell International (HON)	0.2	$880k	-3%	4.5k	195.09	View chart
Ishares Tr North Amern Nat (IGE)	0.2	$865k		17k	50.20	View chart
Tapestry (TPR)	0.2	$858k	-48%	6.7k	127.77	View chart
Iqvia Holdings (IQV)	0.2	$847k	+12%	3.8k	225.41	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$836k	-19%	18k	46.86	View chart
Bank of America Corporation (BAC)	0.2	$832k	+12%	15k	55.00	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$825k	+52%	3.1k	268.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$823k	-10%	19k	43.92	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.2	$820k		18k	44.82	View chart
Analog Devices (ADI)	0.2	$813k	+2%	3.0k	271.22	View chart
Spdr Series Trust State Street Spd (FLRN)	0.2	$812k	+26%	26k	30.73	View chart
American Express Company (AXP)	0.2	$809k	-23%	2.2k	369.96	View chart
Northern Lts Fd Tr Iii Counterpoint Qua (CPAI)	0.2	$804k	NEW	20k	40.10	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$801k		10k	77.88	View chart
Mastercard Incorporated Cl A (MA)	0.2	$799k		1.4k	570.93	View chart
CRH Ord (CRH)	0.2	$799k	-11%	6.4k	124.79	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$785k		18k	43.25	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$780k	-28%	6.5k	119.76	View chart
TJX Companies (TJX)	0.2	$779k	-5%	5.1k	153.62	View chart
Howmet Aerospace (HWM)	0.2	$747k	-57%	3.6k	205.05	View chart
SYSCO Corporation (SYY)	0.2	$746k	+22%	10k	73.69	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$742k		7.7k	96.88	View chart
Steris Shs Usd (STE)	0.2	$730k		2.9k	253.54	View chart
Uber Technologies (UBER)	0.2	$726k	+63%	8.9k	81.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$724k	+16%	1.4k	502.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$723k	+7%	2.8k	257.95	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$722k	-34%	4.5k	162.02	View chart
Cigna Corp (CI)	0.2	$711k	NEW	2.6k	275.25	View chart
At&t (T)	0.2	$710k	+43%	29k	24.84	View chart
Allstate Corporation (ALL)	0.2	$709k	+4%	3.4k	208.15	View chart
Elevation Series Trust Trueshares Struc (SEPZ)	0.2	$708k	+93%	17k	42.26	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.2	$705k		28k	25.54	View chart
Netflix (NFLX)	0.2	$701k	+880%	7.5k	93.76	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$700k		4.6k	153.02	View chart
ConocoPhillips (COP)	0.2	$694k		7.4k	93.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$690k	-3%	5.7k	120.17	View chart
Elevation Series Trust Trueshares Dec (DECZ)	0.2	$688k	+97%	17k	40.26	View chart
Eli Lilly & Co. (LLY)	0.2	$667k		621.00	1074.72	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.2	$667k	+4%	14k	49.56	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$664k	-2%	7.4k	89.43	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$658k	NEW	28k	23.65	View chart
Texas Instruments Incorporated (TXN)	0.1	$653k		3.8k	173.49	View chart
Pulte (PHM)	0.1	$651k	-19%	5.5k	117.27	View chart
Teradyne (TER)	0.1	$650k	-8%	3.4k	193.55	View chart
SLB Com Stk (SLB)	0.1	$649k		17k	38.38	View chart
Workday Cl A (WDAY)	0.1	$647k	+18%	3.0k	214.78	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$643k		13k	50.76	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$642k		13k	48.66	View chart
Eaton Corp SHS (ETN)	0.1	$642k		2.0k	318.52	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$636k		9.1k	69.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$634k		19k	33.00	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$628k		6.0k	104.04	View chart
Genuine Parts Company (GPC)	0.1	$623k	+31%	5.1k	122.97	View chart
Servicenow (NOW)	0.1	$607k	+386%	4.0k	153.19	View chart
Kroger (KR)	0.1	$588k	-2%	9.4k	62.48	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$587k		12k	50.04	View chart
Innovator Etfs Trust Grwt Aclrtd Plus (QTJL)	0.1	$584k		15k	39.33	View chart
Amphenol Corp Cl A (APH)	0.1	$570k	-3%	4.2k	135.13	View chart
Autoliv (ALV)	0.1	$562k	+19%	4.7k	118.70	View chart
Diamondback Energy (FANG)	0.1	$560k	+46%	3.7k	150.33	View chart
Palantir Technologies Cl A (PLTR)	0.1	$559k	+11%	3.1k	177.75	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$536k	-9%	501.00	1069.74	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$514k		8.9k	57.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$513k		9.2k	55.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$504k	-14%	13k	39.59	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$502k	+30%	5.7k	88.49	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$499k	NEW	10k	49.88	View chart
Southern Copper Corporation (SCCO)	0.1	$498k		3.5k	143.47	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$494k	+86%	3.4k	143.97	View chart
Qualcomm (QCOM)	0.1	$494k	-4%	2.9k	171.06	View chart
Portland Gen Elec Com New (POR)	0.1	$490k	+36%	10k	47.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$489k		15k	31.84	View chart
PPL Corporation (PPL)	0.1	$488k		14k	35.02	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$478k	+65%	8.0k	59.93	View chart
Kimberly-Clark Corporation (KMB)	0.1	$478k	+30%	4.7k	100.88	View chart
Gold Fields Sponsored Adr (GFI)	0.1	$473k	-9%	11k	43.66	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.1	$472k	NEW	19k	24.82	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.1	$468k		12k	38.67	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$467k		8.1k	57.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$467k	-2%	1.5k	313.80	View chart
Kla Corp Com New (KLAC)	0.1	$458k	-2%	377.00	1215.37	View chart
Monster Beverage Corp (MNST)	0.1	$453k	-2%	5.9k	76.66	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$444k	+42%	2.0k	222.63	View chart
IDEXX Laboratories (IDXX)	0.1	$434k	-2%	641.00	676.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$427k		1.9k	219.79	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$416k	NEW	3.5k	117.72	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$416k		10k	40.86	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$413k		1.1k	386.85	View chart
Nextera Energy (NEE)	0.1	$413k	+72%	5.1k	80.28	View chart
Advanced Drain Sys Inc Del (WMS)	0.1	$403k		2.8k	144.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$402k		9.8k	40.92	View chart
Magnite Ord (MGNI)	0.1	$402k	+22%	25k	16.23	View chart
Union Pacific Corporation (UNP)	0.1	$401k	+2%	1.7k	231.36	View chart
Spdr Series Trust Bloomberg Enhncd (CERY)	0.1	$400k	-41%	14k	28.55	View chart
Monolithic Power Systems (MPWR)	0.1	$398k	-2%	439.00	905.44	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$396k		8.4k	47.02	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$396k	NEW	15k	26.47	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$392k	-2%	12k	31.70	View chart
Enterprise Products Partners (EPD)	0.1	$390k		12k	32.06	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$390k	-3%	4.7k	82.50	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$388k	+15%	1.1k	360.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$387k		4.1k	94.17	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.1	$387k	NEW	3.0k	130.80	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$376k	-3%	7.1k	53.05	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$376k		7.4k	50.58	View chart
Autodesk (ADSK)	0.1	$371k		1.3k	295.89	View chart
Palo Alto Networks (PANW)	0.1	$362k	-2%	2.0k	184.16	View chart
Cadence Design Systems (CDNS)	0.1	$362k		1.2k	312.44	View chart
Jack Henry & Associates (JKHY)	0.1	$361k		2.0k	182.45	View chart
Marathon Petroleum Corp (MPC)	0.1	$357k		2.2k	162.66	View chart
InterDigital (IDCC)	0.1	$356k	-4%	1.1k	318.40	View chart
Strategy Newfound Reslv (ROMO)	0.1	$354k	NEW	11k	31.76	View chart
Moody's Corporation (MCO)	0.1	$354k	-2%	692.00	510.94	View chart
Parker-Hannifin Corporation (PH)	0.1	$353k	+6%	401.00	879.02	View chart
Garmin SHS (GRMN)	0.1	$351k		1.7k	202.80	View chart
Iron Mountain (IRM)	0.1	$350k	-40%	4.2k	82.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$350k		8.4k	41.78	View chart
Netease Sponsored Ads (NTES)	0.1	$349k		2.5k	137.63	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$347k		8.8k	39.33	View chart
Wells Fargo & Company (WFC)	0.1	$344k		3.7k	93.21	View chart
Nxp Semiconductors N V (NXPI)	0.1	$343k		1.6k	217.05	View chart
Stag Industrial (STAG)	0.1	$342k	+26%	9.3k	36.76	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$339k	-5%	1.1k	303.94	View chart
Cintas Corporation (CTAS)	0.1	$339k		1.8k	188.05	View chart
Illinois Tool Works (ITW)	0.1	$335k		1.4k	246.23	View chart
Gra (GGG)	0.1	$334k		4.1k	81.96	View chart
Kinder Morgan (KMI)	0.1	$330k	NEW	12k	27.49	View chart
Old Dominion Freight Line (ODFL)	0.1	$330k		2.1k	156.78	View chart
International Business Machines (IBM)	0.1	$329k	+20%	1.1k	296.21	View chart
Canadian Natl Ry (CNI)	0.1	$329k		3.3k	98.84	View chart
Infosys Sponsored Adr (INFY)	0.1	$329k		19k	17.82	View chart
Gaming & Leisure Pptys (GLPI)	0.1	$328k		7.3k	44.69	View chart
Kinsale Cap Group (KNSL)	0.1	$327k		835.00	391.13	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.1	$325k		5.0k	65.03	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$325k	-2%	2.1k	154.14	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$321k	-7%	1.1k	301.15	View chart
Applied Materials (AMAT)	0.1	$317k		1.2k	257.09	View chart
Novartis Sponsored Adr (NVS)	0.1	$313k		2.3k	137.87	View chart
Onemain Holdings (OMF)	0.1	$311k		4.6k	67.54	View chart
XP Cl A (XP)	0.1	$311k		19k	16.37	View chart
Commerce Bancshares (CBSH)	0.1	$311k	+3%	5.9k	52.34	View chart
Federated Hermes CL B (FHI)	0.1	$305k		5.9k	52.07	View chart
Simon Property (SPG)	0.1	$305k		1.6k	185.07	View chart
Abbott Laboratories (ABT)	0.1	$301k	+6%	2.4k	125.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$301k		7.4k	40.72	View chart
Western Union Company (WU)	0.1	$297k		32k	9.31	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$295k	-2%	3.1k	95.94	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$295k		8.8k	33.67	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$294k	-5%	2.8k	105.69	View chart
Abbvie (ABBV)	0.1	$293k	+8%	1.3k	228.49	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$291k		8.7k	33.37	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$288k	-2%	5.4k	53.37	View chart
CenterPoint Energy (CNP)	0.1	$288k		7.5k	38.34	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$286k	-2%	7.3k	39.38	View chart
Cactus Cl A (WHD)	0.1	$282k		6.2k	45.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$278k		444.00	627.13	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$278k		7.0k	39.50	View chart
Linde SHS (LIN)	0.1	$277k		650.00	426.43	View chart
Spdr Series Trust State Street Spd (EMHC)	0.1	$275k		11k	25.46	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$275k	+2%	6.7k	41.27	View chart
NetApp (NTAP)	0.1	$274k		2.6k	107.10	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$273k		7.9k	34.66	View chart
Pentair SHS (PNR)	0.1	$271k		2.6k	104.15	View chart
Equity Lifestyle Properties (ELS)	0.1	$270k		4.5k	60.60	View chart
Palomar Hldgs (PLMR)	0.1	$268k	+2%	2.0k	134.76	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$266k		8.1k	32.77	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$265k	NEW	2.8k	96.03	View chart
Ferrari Nv Ord (RACE)	0.1	$264k		715.00	369.61	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$263k	-2%	9.8k	26.68	View chart
Eagle Materials (EXP)	0.1	$261k		1.3k	206.68	View chart
Insulet Corporation (PODD)	0.1	$259k		910.00	284.24	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$258k	+100%	3.7k	70.41	View chart
Fastenal Company (FAST)	0.1	$256k		6.4k	40.13	View chart
Nortonlifelock (GEN)	0.1	$256k		9.4k	27.19	View chart
Crossamerica Partners Ut Ltd Ptn Int (CAPL)	0.1	$253k		12k	20.60	View chart
Hamilton Lane Cl A (HLNE)	0.1	$253k	+2%	1.9k	134.32	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.1	$251k		9.5k	26.53	View chart
Marsh & McLennan Companies	0.1	$248k		1.3k	185.55	View chart
SEI Investments Company (SEIC)	0.1	$247k		3.0k	82.02	View chart
Public Storage (PSA)	0.1	$245k		945.00	259.59	View chart
Micron Technology (MU)	0.1	$245k	NEW	858.00	285.41	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$235k	NEW	7.1k	33.02	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$234k	-12%	5.7k	41.42	View chart
Paychex (PAYX)	0.1	$233k	+2%	2.1k	112.15	View chart
Vistra Energy (VST)	0.1	$233k	-5%	1.4k	161.34	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$231k	-20%	4.2k	55.05	View chart
FactSet Research Systems (FDS)	0.1	$230k		791.00	290.08	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$227k		733.00	309.04	View chart
Lennox International (LII)	0.1	$226k		466.00	485.60	View chart
Ssga Active Tr State Street Fix (FISR)	0.1	$223k	NEW	8.6k	25.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$216k		7.9k	27.43	View chart
Relx Sponsored Adr (RELX)	0.0	$214k	+2%	5.3k	40.42	View chart
Philip Morris International (PM)	0.0	$212k	+4%	1.3k	160.40	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$212k	NEW	3.3k	65.09	View chart
Progressive Corporation (PGR)	0.0	$211k	+2%	927.00	227.76	View chart
Oracle Corporation (ORCL)	0.0	$210k	+19%	1.1k	194.91	View chart
Caterpillar (CAT)	0.0	$209k	NEW	365.00	572.87	View chart
Ea Series Trust Astoria Us Equal (ROE)	0.0	$208k	-3%	5.9k	35.27	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$129k		10k	12.66	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.0	$110k		14k	8.01	View chart
Pacific Biosciences of California (PACB)	0.0	$34k	NEW	18k	1.87	View chart
Stewart Information Services Corporation (STC)	0.0	$423.606000		50k	0.01	View chart

Past Filings by Outlook Wealth Advisors

SEC 13F filings are viewable for Outlook Wealth Advisors going back to 2018

Outlook Wealth Advisors 2025 Q4 filed Feb. 11, 2026
Outlook Wealth Advisors 2025 Q3 filed Oct. 30, 2025
Outlook Wealth Advisors 2025 Q2 filed Aug. 11, 2025
Outlook Wealth Advisors 2025 Q1 filed April 14, 2025
Outlook Wealth Advisors 2024 Q4 filed Jan. 14, 2025
Outlook Wealth Advisors 2024 Q3 filed Oct. 23, 2024
Outlook Wealth Advisors 2024 Q2 filed July 18, 2024
Outlook Wealth Advisors 2024 Q1 filed April 22, 2024
Outlook Wealth Advisors 2023 Q4 filed Jan. 29, 2024
Outlook Wealth Advisors 2023 Q3 filed Oct. 10, 2023
Outlook Wealth Advisors 2023 Q2 filed July 10, 2023
Outlook Wealth Advisors 2023 Q1 filed April 18, 2023
Outlook Wealth Advisors 2022 Q4 filed Feb. 14, 2023
Outlook Wealth Advisors 2022 Q3 filed Oct. 25, 2022
Outlook Wealth Advisors 2022 Q1 restated filed July 28, 2022
Outlook Wealth Advisors 2022 Q2 filed July 28, 2022

View all past filings

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