Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Outlook Wealth Advisors

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

Top 5 stock holdings are BMAR, IVV, QMAR, FMAR, QQQ, and represent 22.10% of Outlook Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AUGW (+$10M), SEPW (+$7.7M), PSEP, QFLR, PJUL, NJUL, Elevation Series Trust, AVGO, OCTH, OCTJ.
Started 18 new stock positions in IYH, SO, JANZ, FALN, SEPW, VUSB, Elevation Series Trust, TMUS, BAC, AUGW. Te Connectivity, IAU, ISRG, SPTM, Elevation Series Trust, DECZ, PGR, VNQ.
Reduced shares in these 10 stocks: FDEC (-$13M), MARW (-$5.1M), APRW, FLAO, PJUN, BILZ, ITB, BSV, JUNW, SPDW.
Sold out of its positions in APRW, FLAO, JUNW, MARW, ASH, CVS, CLM, CRWD, FDEC, GIS. HASI, UMAY, OXY, SPTL, SRLN, SSSS, BSV, BNDX, ACN, TEL.
Outlook Wealth Advisors was a net seller of stock by $-130k.
Outlook Wealth Advisors has $348M in assets under management (AUM), dropping by 8.68%.
Central Index Key (CIK): 0001767151

Tip: Access up to 7 years of quarterly data

Positions held by Outlook Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Outlook Wealth Advisors

Outlook Wealth Advisors holds 254 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	5.0	$17M	+3%	387k	45.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.0	$17M	+3%	30k	576.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	4.3	$15M	+3%	523k	28.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	4.1	$14M	+3%	337k	42.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.7	$13M	+2%	27k	488.07	View chart
Vanguard Index Fds Value Etf (VTV)	3.4	$12M	+2%	69k	174.57	View chart
Ishares Tr High Yld Systm B (HYDB)	3.3	$12M	+9%	239k	48.06	View chart
Aim Etf Products Trust Allianzim Us Lrg (AUGW)	2.9	$10M	NEW	356k	28.84	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	2.3	$8.0M	+5%	259k	30.85	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPW)	2.2	$7.7M	NEW	269k	28.53	View chart
Stewart Information Services Corporation (STC)	2.1	$7.4M	-9%	100k	74.74	View chart
NVIDIA Corporation (NVDA)	2.0	$7.0M		58k	121.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	1.6	$5.5M		157k	35.42	View chart
Apple (AAPL)	1.6	$5.5M	-2%	24k	233.00	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.4	$4.8M	+3%	92k	52.66	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	1.3	$4.5M	+5%	104k	43.37	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	1.2	$4.2M		121k	34.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	1.2	$4.1M	+322%	107k	38.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$4.0M	+5%	52k	78.05	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	1.1	$3.7M	+65%	62k	60.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$3.6M	+10%	6.3k	573.76	View chart
Microsoft Corporation (MSFT)	1.0	$3.4M		8.0k	430.32	View chart
Exxon Mobil Corporation (XOM)	0.9	$3.3M		28k	117.22	View chart
Innovator Etfs Trust Premium Inc 30 B (OCTJ)	0.9	$3.0M	+64%	125k	23.87	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$3.0M		7.8k	383.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.8	$2.9M	+120%	72k	40.48	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.8	$2.9M	+159%	105k	27.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.8	$2.6M	+5%	98k	26.67	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.7	$2.4M	+5%	50k	48.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.7	$2.3M	+16%	48k	48.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.2M		13k	165.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$2.2M	-7%	12k	179.17	View chart
Chevron Corporation (CVX)	0.6	$2.1M	-3%	15k	147.27	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.6	$2.1M	+2%	40k	51.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.6	$2.0M		52k	38.31	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$1.8M	+2%	44k	41.28	View chart
Johnson & Johnson (JNJ)	0.5	$1.8M		11k	162.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.7M		6.1k	283.18	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.5	$1.7M	+10%	33k	51.04	View chart
Innovator Etfs Trust Prem Inc 20 Barr (OCTH)	0.5	$1.7M	+231%	71k	23.86	View chart
Blackrock Etf Trust Ii Floating Rt Loan (BRLN)	0.5	$1.7M	+111%	32k	52.52	View chart
Phillips Edison & Co Common Stock (PECO)	0.5	$1.6M		42k	37.71	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$1.6M	+5%	10k	151.62	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.4	$1.5M		110k	13.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.4	$1.5M	-67%	40k	36.88	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.4	$1.5M	+8%	16k	93.28	View chart
Meta Platforms Cl A (META)	0.4	$1.4M	+2%	2.5k	572.45	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.4	$1.4M	+5%	22k	63.43	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.4	$1.4M	+5%	13k	109.33	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$1.4M	-42%	36k	37.56	View chart
Elevation Series Trust Trueshares Quart	0.4	$1.4M	NEW	54k	25.01	View chart
Broadcom (AVGO)	0.4	$1.3M	+909%	7.8k	172.50	View chart
Procter & Gamble Company (PG)	0.4	$1.3M	+2%	7.4k	173.21	View chart
Wal-Mart Stores (WMT)	0.3	$1.2M	+158%	15k	80.75	View chart
Invesco Exchange Traded Fd T Building & Const (PKB)	0.3	$1.2M	+4%	15k	79.58	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.2M	+18%	2.0k	586.52	View chart
Visa Com Cl A (V)	0.3	$1.2M		4.2k	274.94	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.3	$1.1M	+4%	10k	114.97	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.3	$1.1M	-62%	8.8k	127.10	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$1.1M	NEW	22k	49.94	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.3	$1.0M		26k	40.70	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.0M	-22%	12k	83.75	View chart
Home Depot (HD)	0.3	$1.0M		2.5k	405.20	View chart
S&p Global (SPGI)	0.3	$1.0M	-22%	2.0k	516.51	View chart
Pulte (PHM)	0.3	$1000k	-6%	7.0k	143.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$990k	-13%	19k	52.81	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$973k		12k	83.67	View chart
Invesco Exchange Traded Fd T Oil & Gas Servic (PXJ)	0.3	$972k	+6%	34k	28.91	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.3	$967k	-22%	18k	54.43	View chart
Honeywell International (HON)	0.3	$966k		4.7k	206.71	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.3	$943k	-4%	26k	35.94	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.3	$942k	+4%	12k	75.76	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.3	$938k	+178%	35k	26.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.3	$928k	+138%	34k	27.01	View chart
Howmet Aerospace (HWM)	0.3	$926k	-2%	9.2k	100.25	View chart
ResMed (RMD)	0.3	$900k	+2%	3.7k	244.13	View chart
Iron Mountain (IRM)	0.3	$892k	-6%	7.5k	118.83	View chart
Boston Scientific Corporation (BSX)	0.3	$888k	-2%	11k	83.80	View chart
Anthem (ELV)	0.3	$871k		1.7k	520.15	View chart
Bank of New York Mellon Corporation (BK)	0.2	$852k	-2%	12k	71.86	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$836k	-45%	11k	78.37	View chart
ConocoPhillips (COP)	0.2	$830k		7.9k	105.28	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$817k		8.9k	91.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$813k		21k	38.95	View chart
American Express Company (AXP)	0.2	$807k	-2%	3.0k	271.23	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.2	$800k	+25%	19k	42.12	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.2	$790k		20k	39.46	View chart
Amazon (AMZN)	0.2	$785k	+4%	4.2k	186.33	View chart
Netflix (NFLX)	0.2	$762k	+3%	1.1k	709.27	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$761k	+6%	38k	20.27	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$752k		20k	37.86	View chart
Nuveen Global High Income SHS (JGH)	0.2	$751k	+6%	56k	13.38	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$751k	+4%	6.0k	125.62	View chart
Qualcomm (QCOM)	0.2	$747k	+5%	4.4k	170.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$746k		6.4k	116.96	View chart
Servicenow (NOW)	0.2	$740k		827.00	894.39	View chart
Reinsurance Grp Of America I Com New (RGA)	0.2	$729k	-2%	3.3k	217.88	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$720k		9.3k	77.61	View chart
Mastercard Incorporated Cl A (MA)	0.2	$719k		1.5k	493.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.2	$717k	-4%	20k	35.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$711k	+12%	1.5k	460.26	View chart
Fiserv (FI)	0.2	$706k		3.9k	179.65	View chart
Nextera Energy (NEE)	0.2	$697k		8.2k	84.53	View chart
Cigna Corp (CI)	0.2	$695k	-2%	2.0k	346.48	View chart
JPMorgan Chase & Co. (JPM)	0.2	$686k		3.3k	210.85	View chart
Elevation Series Trust Trushares Bull	0.2	$678k	NEW	27k	25.33	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$673k		8.9k	75.17	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.2	$670k	-79%	6.6k	101.22	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$668k	-11%	15k	45.51	View chart
Tapestry (TPR)	0.2	$660k		14k	46.98	View chart
TJX Companies (TJX)	0.2	$658k		5.6k	117.54	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$653k		15k	43.68	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$646k	+4%	7.8k	83.21	View chart
SYSCO Corporation (SYY)	0.2	$643k		8.2k	78.06	View chart
Workday Cl A (WDAY)	0.2	$638k	-2%	2.6k	244.41	View chart
Zoetis Cl A (ZTS)	0.2	$629k	-2%	3.2k	195.39	View chart
Iqvia Holdings (IQV)	0.2	$605k		2.6k	236.97	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$598k		2.5k	237.21	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$597k	+44%	6.5k	91.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$592k	+26%	2.4k	243.05	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$549k		4.3k	127.26	View chart
Clean Harbors (CLH)	0.2	$548k		2.3k	241.71	View chart
Bank of America Corporation (BAC)	0.2	$544k	NEW	14k	39.68	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$544k	NEW	11k	49.70	View chart
Ishares Tr North Amern Nat (IGE)	0.2	$531k		12k	44.07	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$527k	+18%	2.3k	225.76	View chart
Kimberly-Clark Corporation (KMB)	0.1	$521k		3.7k	142.27	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$518k	-2%	12k	42.78	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$516k		12k	41.96	View chart
Nvent Electric SHS (NVT)	0.1	$504k		7.2k	70.26	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$503k		6.0k	84.04	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$502k	-8%	7.4k	67.51	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$486k		8.9k	54.68	View chart
Aspen Technology (AZPN)	0.1	$484k		2.0k	238.82	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$484k		11k	43.08	View chart
Amgen (AMGN)	0.1	$483k	+2%	1.5k	322.26	View chart
Union Pacific Corporation (UNP)	0.1	$482k	+5%	2.0k	246.53	View chart
Innovator Etfs Trust Grwt Aclrtd Plus (QTJL)	0.1	$476k		15k	31.00	View chart
Monolithic Power Systems (MPWR)	0.1	$461k	+2%	499.00	924.52	View chart
Adobe Systems Incorporated (ADBE)	0.1	$458k	+4%	884.00	517.78	View chart
Motorola Solutions Com New (MSI)	0.1	$456k	+6%	1.0k	449.64	View chart
Eaton Corp SHS (ETN)	0.1	$450k	+4%	1.4k	331.44	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.1	$445k		13k	33.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$442k		9.2k	48.11	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$436k	-12%	13k	34.74	View chart
Gilead Sciences (GILD)	0.1	$429k	+5%	5.1k	83.84	View chart
Autodesk (ADSK)	0.1	$418k	+7%	1.5k	275.48	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$415k	+2%	892.00	465.08	View chart
Brown & Brown (BRO)	0.1	$414k	+4%	4.0k	103.60	View chart
Moody's Corporation (MCO)	0.1	$413k	+3%	870.00	474.61	View chart
Teradyne (TER)	0.1	$409k	+4%	3.1k	133.93	View chart
Cintas Corporation (CTAS)	0.1	$404k	+321%	2.0k	205.89	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$403k		11k	36.92	View chart
Garmin SHS (GRMN)	0.1	$400k	+4%	2.3k	176.00	View chart
Graphic Packaging Holding Company (GPK)	0.1	$400k		14k	29.59	View chart
Linde SHS (LIN)	0.1	$399k		836.00	476.92	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$399k	-9%	7.8k	50.88	View chart
Infosys Sponsored Adr (INFY)	0.1	$399k	+3%	18k	22.27	View chart
Dell Technologies CL C (DELL)	0.1	$396k	-3%	3.3k	118.52	View chart
Diamondback Energy (FANG)	0.1	$396k		2.3k	172.39	View chart
Amphenol Corp Cl A (APH)	0.1	$394k	+5%	6.1k	65.16	View chart
Gaming & Leisure Pptys (GLPI)	0.1	$393k	+5%	7.6k	51.45	View chart
Netease Sponsored Ads (NTES)	0.1	$389k	+10%	4.2k	93.52	View chart
Equity Lifestyle Properties (ELS)	0.1	$388k	+5%	5.4k	71.35	View chart
Lam Research Corporation (LRCX)	0.1	$388k	+10%	475.00	816.13	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$388k		11k	34.13	View chart
salesforce (CRM)	0.1	$388k		1.4k	273.72	View chart
Weatherford Intl Ord Shs (WFRD)	0.1	$386k	-2%	4.5k	84.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$386k	-8%	9.3k	41.32	View chart
Relx Sponsored Adr (RELX)	0.1	$385k	+5%	8.1k	47.46	View chart
Marsh & McLennan Companies (MMC)	0.1	$383k	+5%	1.7k	223.10	View chart
Paychex (PAYX)	0.1	$382k	+7%	2.8k	134.18	View chart
Southern Copper Corporation (SCCO)	0.1	$381k	+11%	3.3k	115.66	View chart
Verisk Analytics (VRSK)	0.1	$381k	+3%	1.4k	267.98	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$380k		7.6k	49.91	View chart
Deckers Outdoor Corporation (DECK)	0.1	$380k	+533%	2.4k	159.45	View chart
Deere & Company (DE)	0.1	$380k		910.00	417.33	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$378k		4.1k	91.32	View chart
Ferrari Nv Ord (RACE)	0.1	$377k	+8%	802.00	470.13	View chart
Autoliv (ALV)	0.1	$376k		4.0k	93.37	View chart
Commerce Bancshares (CBSH)	0.1	$374k	+3%	6.3k	59.40	View chart
Micron Technology (MU)	0.1	$373k		3.6k	103.71	View chart
Grupo Aeropuerto Del Pacific Spon Ads B (PAC)	0.1	$372k	+9%	2.1k	173.99	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$370k		13k	29.13	View chart
Portland Gen Elec Com New (POR)	0.1	$363k	-2%	7.6k	47.90	View chart
Te Connectivity Ord Shs	0.1	$363k	NEW	2.4k	151.01	View chart
FactSet Research Systems (FDS)	0.1	$362k	+9%	788.00	459.89	View chart
Illinois Tool Works (ITW)	0.1	$362k	+9%	1.4k	262.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$362k		9.8k	36.77	View chart
Agilent Technologies Inc C ommon (A)	0.1	$361k	+9%	2.4k	148.49	View chart
Hershey Company (HSY)	0.1	$360k	+7%	1.9k	191.83	View chart
IDEXX Laboratories (IDXX)	0.1	$357k	+9%	707.00	505.22	View chart
Nxp Semiconductors N V (NXPI)	0.1	$354k	+7%	1.5k	240.02	View chart
Listed Fd Tr Trueshares Dec (DECZ)	0.1	$354k	NEW	9.5k	37.14	View chart
Kla Corp Com New (KLAC)	0.1	$353k	+6%	456.00	774.46	View chart
Gra (GGG)	0.1	$351k	+11%	4.0k	87.52	View chart
Monster Beverage Corp (MNST)	0.1	$350k	+10%	6.7k	52.17	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$349k		1.1k	326.73	View chart
Jack Henry & Associates (JKHY)	0.1	$348k	+8%	2.0k	176.56	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$348k		1.8k	198.02	View chart
Listed Fd Tr Trueshares Strcd (JANZ)	0.1	$347k	NEW	10k	34.68	View chart
Nordson Corporation (NDSN)	0.1	$347k	+11%	1.3k	262.66	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.1	$345k		5.0k	69.02	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$342k	-3%	411.00	832.48	View chart
Enterprise Products Partners (EPD)	0.1	$338k	-5%	12k	29.11	View chart
Skyworks Solutions (SWKS)	0.1	$335k	+6%	3.4k	98.76	View chart
Copart (CPRT)	0.1	$330k	+11%	6.3k	52.40	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$329k	-42%	3.4k	97.79	View chart
Cadence Design Systems (CDNS)	0.1	$329k	-68%	1.2k	271.03	View chart
Advanced Drain Sys Inc Del (WMS)	0.1	$328k	+8%	2.1k	157.16	View chart
Ametek (AME)	0.1	$327k	+10%	1.9k	171.72	View chart
Synopsys (SNPS)	0.1	$325k	+9%	642.00	506.39	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$323k		2.1k	153.13	View chart
Marathon Petroleum Corp (MPC)	0.1	$319k		2.0k	162.94	View chart
Old Dominion Freight Line (ODFL)	0.1	$318k	+11%	1.6k	198.65	View chart
Canadian Natl Ry (CNI)	0.1	$315k	+12%	2.7k	117.13	View chart
Gentex Corporation (GNTX)	0.1	$306k	+12%	10k	29.69	View chart
Lululemon Athletica (LULU)	0.1	$306k	+17%	1.1k	271.35	View chart
Stag Industrial (STAG)	0.1	$293k	-2%	7.5k	39.09	View chart
Qualys (QLYS)	0.1	$291k	+14%	2.3k	128.46	View chart
XP Cl A (XP)	0.1	$290k	+19%	16k	17.94	View chart
Magnite Ord (MGNI)	0.1	$285k		21k	13.85	View chart
Lattice Semiconductor (LSCC)	0.1	$282k	+23%	5.3k	53.07	View chart
Advanced Micro Devices (AMD)	0.1	$272k	+2%	1.7k	164.08	View chart
Eli Lilly & Co. (LLY)	0.1	$271k	+35%	306.00	885.94	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$271k	NEW	3.9k	70.06	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$268k		8.8k	30.36	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$267k		3.0k	89.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$266k		7.4k	36.04	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$265k		1.2k	230.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$262k	+2%	1.6k	167.19	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$253k	-15%	4.3k	59.51	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$246k	-9%	8.1k	30.20	View chart
Abbvie (ABBV)	0.1	$243k	+3%	1.2k	197.48	View chart
Crossamerica Partners Ut Ltd Ptn Int (CAPL)	0.1	$242k		12k	20.72	View chart
Progressive Corporation (PGR)	0.1	$240k	NEW	944.00	253.73	View chart
Dow (DOW)	0.1	$239k		4.4k	54.63	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$239k		7.7k	30.96	View chart
Metropcs Communications (TMUS)	0.1	$238k	NEW	1.2k	206.38	View chart
Applied Materials (AMAT)	0.1	$238k		1.2k	202.12	View chart
Palo Alto Networks (PANW)	0.1	$237k		694.00	341.70	View chart
Innovator Etfs Trust Prem Inc 20 Barr (JULH)	0.1	$228k		9.1k	24.95	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$227k		7.7k	29.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$226k	NEW	2.3k	97.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$222k	-17%	2.6k	84.53	View chart
CenterPoint Energy (CNP)	0.1	$214k		7.3k	29.42	View chart
Wells Fargo & Company (WFC)	0.1	$208k		3.7k	56.49	View chart
Innovator Etfs Trust Prem Incm 30 Bar (APRJ)	0.1	$208k		8.4k	24.64	View chart
Southern Company (SO)	0.1	$204k	NEW	2.3k	90.18	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$204k	NEW	7.4k	27.34	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$202k	NEW	3.1k	65.00	View chart
Intuitive Surgical Com New (ISRG)	0.1	$200k	NEW	408.00	491.27	View chart
Southwestern Energy Company	0.0	$136k		19k	7.11	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.0	$115k	-5%	14k	8.09	View chart

Past Filings by Outlook Wealth Advisors

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

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
Outlook Wealth Advisors 2022 Q1 filed May 13, 2022
Outlook Wealth Advisors 2021 Q4 filed Jan. 21, 2022
Outlook Wealth Advisors 2021 Q3 filed Oct. 22, 2021
Outlook Wealth Advisors 2021 Q2 filed July 21, 2021
Outlook Wealth Advisors 2021 Q1 filed May 4, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z