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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, HYDB, and represent 21.19% of Outlook Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BSEP (+$19M), QSPT (+$12M), EMB (+$6.6M), GJUL (+$5.2M), IXG (+$5.1M), IDV, DECU, SEPW, EMQQ, JULU.
Started 61 new stock positions in SEPZ, FALN, WU, KBWP, LII, GGME, FERG, ELS, DECU, GJUL.
Reduced shares in these 10 stocks: BMAR (-$22M), QMAR (-$18M), FMAR (-$7.8M), FLRN (-$7.7M), JANW (-$6.1M), GDEC (-$5.5M), OCTW, STC, QDEC, FISR.
Sold out of its positions in ADBE, A, OCTW, ELV, BSX, BRO, CSX, CLH, QBUL, CPRT.
Outlook Wealth Advisors was a net seller of stock by $-9.3M.
Outlook Wealth Advisors has $401M in assets under management (AUM), dropping by 3.22%.
Central Index Key (CIK): 0001767151

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Portfolio Holdings for Outlook Wealth Advisors

Outlook Wealth Advisors holds 290 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.4	$22M	-2%	32k	669.32	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	4.9	$20M	+1827%	406k	48.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.0	$16M	-5%	27k	600.39	View chart
Vanguard Index Fds Value Etf (VTV)	3.6	$15M		78k	186.49	View chart
Ishares Tr High Yld Systm B (HYDB)	3.3	$13M	-5%	277k	47.85	View chart
NVIDIA Corporation (NVDA)	3.2	$13M		69k	186.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	3.0	$12M	NEW	382k	31.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	2.4	$9.4M	-45%	204k	46.39	View chart
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)	2.0	$7.9M		238k	32.99	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.8	$7.2M	+1029%	76k	95.19	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.5	$6.2M	+11%	117k	53.03	View chart
Ishares Tr Intl Sel Div Etf (IDV)	1.4	$5.6M	+700%	152k	36.55	View chart
Apple (AAPL)	1.3	$5.4M	-8%	21k	254.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	1.3	$5.2M	NEW	129k	40.56	View chart
Ishares Tr Global Finls Etf (IXG)	1.3	$5.1M	NEW	44k	116.67	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$4.8M	-4%	55k	87.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	1.2	$4.6M		111k	42.02	View chart
Microsoft Corporation (MSFT)	1.2	$4.6M	-3%	8.9k	517.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$4.6M	+30%	6.9k	666.18	View chart
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)	1.1	$4.4M	-57%	123k	36.14	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	1.1	$4.3M	NEW	158k	26.88	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$3.9M		8.2k	479.59	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPW)	1.0	$3.8M	NEW	122k	31.41	View chart
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ)	0.9	$3.8M	NEW	82k	46.44	View chart
Stewart Information Services Corporation (STC)	0.9	$3.7M	-49%	50k	73.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$3.1M	-4%	13k	243.09	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.8	$3.1M		43k	71.11	View chart
Exxon Mobil Corporation (XOM)	0.7	$2.9M		26k	112.75	View chart
Elevation Series Trust Trueshares Quart (QBER)	0.7	$2.7M	+38%	110k	24.64	View chart
Broadcom (AVGO)	0.7	$2.6M		8.0k	329.92	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.6	$2.6M		17k	155.45	View chart
Innovator Etfs Trust Premium Inc 30 B (OCTJ)	0.6	$2.5M	-3%	106k	23.88	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.6	$2.5M	-2%	74k	33.15	View chart
Chevron Corporation (CVX)	0.6	$2.4M	+11%	16k	155.29	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.6	$2.4M		44k	53.19	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.6	$2.4M		21k	111.84	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$2.3M		12k	195.86	View chart
Johnson & Johnson (JNJ)	0.6	$2.3M	-2%	13k	185.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.6	$2.3M		42k	55.15	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.6	$2.2M	-5%	37k	59.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$2.2M		11k	189.70	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.5	$2.1M	-20%	39k	52.65	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.5	$2.1M	+25%	20k	101.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.5	$1.9M		42k	45.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.9M	-3%	5.7k	328.18	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.5	$1.8M		36k	51.09	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.4	$1.8M	+2%	16k	112.35	View chart
Aim Etf Products Trust Allianzim Eq Buf (JULU)	0.4	$1.8M	NEW	61k	29.26	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.4	$1.8M	-9%	124k	14.25	View chart
Ishares Tr Faln Angls Usd (FALN)	0.4	$1.8M	NEW	64k	27.78	View chart
Meta Platforms Cl A (META)	0.4	$1.7M	-5%	2.4k	734.27	View chart
Howmet Aerospace (HWM)	0.4	$1.7M	-4%	8.6k	196.24	View chart
Blackrock Etf Trust Ii Ishares Floating (BRLN)	0.4	$1.7M	-6%	32k	52.10	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$1.6M	+39%	38k	42.79	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.4	$1.6M	+3%	12k	134.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.4	$1.6M		38k	41.15	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$1.5M		2.0k	746.63	View chart
Tapestry (TPR)	0.4	$1.5M	-3%	13k	113.22	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$1.4M	+12%	31k	46.81	View chart
Phillips Edison & Co Common Stock (PECO)	0.4	$1.4M		42k	34.33	View chart
Visa Com Cl A (V)	0.3	$1.4M	-10%	4.0k	341.41	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.3	$1.3M	+2%	11k	126.64	View chart
Nuveen Global High Income SHS (JGH)	0.3	$1.3M	-3%	93k	13.52	View chart
Bank of New York Mellon Corporation (BK)	0.3	$1.3M		12k	108.96	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.2M	+11%	15k	84.11	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$1.2M	-3%	16k	72.77	View chart
Innovator Etfs Trust Prem Inc 20 Barr (OCTH)	0.3	$1.2M	-2%	49k	24.05	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.3	$1.2M		25k	45.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.1M		19k	59.92	View chart
Ishares Tr Us Consum Discre (IYC)	0.3	$1.1M	NEW	11k	104.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.3	$1.1M	-75%	37k	31.12	View chart
Invesco Exchange Traded Fd T Next Gen Media (GGME)	0.3	$1.1M	NEW	17k	64.35	View chart
Invesco Exchange Traded Fd T Leisure And Ente (PEJ)	0.3	$1.1M	NEW	18k	60.58	View chart
Cisco Systems (CSCO)	0.3	$1.1M	+31%	16k	68.42	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$1.1M		22k	49.99	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$1.1M	+2%	56k	19.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.3	$1.1M		26k	42.95	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.3	$1.1M	NEW	6.2k	176.88	View chart
Procter & Gamble Company (PG)	0.3	$1.1M	+29%	7.1k	153.65	View chart
Lam Research Corp Com New (LRCX)	0.3	$1.1M	-14%	8.1k	133.90	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$1.1M	-2%	11k	100.05	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.1M		3.3k	315.41	View chart
Aim Etf Products Trust Allianzim Us Lrg (SIXP)	0.3	$1.0M	-3%	34k	30.81	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.3	$1.0M	NEW	8.4k	123.68	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$1.0M		6.8k	150.86	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.3	$1.0M	+60%	22k	46.32	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.3	$1.0M	-8%	16k	62.71	View chart
Home Depot (HD)	0.2	$1.0M	-2%	2.5k	405.24	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$1.0M	-2%	9.1k	109.95	View chart
Honeywell International (HON)	0.2	$987k		4.7k	210.50	View chart
S&p Global (SPGI)	0.2	$951k		2.0k	486.61	View chart
American Express Company (AXP)	0.2	$951k	-2%	2.9k	332.15	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.2	$933k	-57%	20k	46.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$927k		6.4k	145.66	View chart
Netflix (NFLX)	0.2	$913k	-20%	762.00	1198.13	View chart
Pulte (PHM)	0.2	$909k		6.9k	132.13	View chart
ResMed (RMD)	0.2	$900k	-8%	3.3k	273.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$900k		21k	43.10	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$900k		24k	38.36	View chart
Amazon (AMZN)	0.2	$899k		4.1k	219.57	View chart
CRH Ord (CRH)	0.2	$867k	NEW	7.2k	119.91	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$866k	-4%	8.1k	107.25	View chart
Ishares Tr North Amern Nat (IGE)	0.2	$850k		17k	49.05	View chart
Mastercard Incorporated Cl A (MA)	0.2	$808k	-11%	1.4k	568.85	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$803k		10k	78.09	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.2	$802k		18k	43.82	View chart
Wal-Mart Stores (WMT)	0.2	$787k	+17%	7.6k	103.06	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$782k	-11%	2.2k	355.46	View chart
Zoetis Cl A (ZTS)	0.2	$781k		5.3k	146.33	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$780k		18k	42.47	View chart
TJX Companies (TJX)	0.2	$778k	-3%	5.4k	144.54	View chart
Eaton Corp SHS (ETN)	0.2	$752k	+56%	2.0k	374.26	View chart
Servicenow (NOW)	0.2	$750k		815.00	920.28	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$735k	-5%	7.7k	95.89	View chart
Iron Mountain (IRM)	0.2	$726k		7.1k	101.95	View chart
Analog Devices (ADI)	0.2	$722k	NEW	2.9k	245.71	View chart
Steris Shs Usd (STE)	0.2	$714k	NEW	2.9k	247.46	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	0.2	$706k	+95%	27k	26.51	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$705k	-2%	4.7k	151.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$704k	-10%	5.9k	118.83	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$702k		9.0k	78.34	View chart
Allstate Corporation (ALL)	0.2	$698k	NEW	3.3k	214.65	View chart
Bank of America Corporation (BAC)	0.2	$697k		14k	51.59	View chart
ConocoPhillips (COP)	0.2	$697k	-4%	7.4k	94.59	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.2	$696k		27k	25.47	View chart
Texas Instruments Incorporated (TXN)	0.2	$692k		3.8k	183.73	View chart
SYSCO Corporation (SYY)	0.2	$683k	-3%	8.3k	82.34	View chart
Spdr Series Trust Bloomberg Enhncd (CERY)	0.2	$681k	+100%	24k	28.65	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$674k	-5%	7.6k	88.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$662k	+2%	2.6k	254.28	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$648k		9.1k	70.85	View chart
Kroger (KR)	0.2	$648k		9.6k	67.41	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.2	$647k	-92%	21k	30.86	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.2	$635k		13k	47.25	View chart
Iqvia Holdings (IQV)	0.2	$633k		3.3k	189.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.2	$630k	-96%	20k	32.18	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$629k	+5%	13k	49.66	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$629k		6.0k	104.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$624k	-17%	1.2k	502.74	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.2	$615k		13k	47.93	View chart
Workday Cl A (WDAY)	0.2	$611k		2.5k	240.73	View chart
Schlumberger Com Stk (SLB)	0.1	$587k	NEW	17k	34.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$579k		15k	38.90	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$575k		12k	48.99	View chart
Innovator Etfs Trust Grwt Aclrtd Plus (QTJL)	0.1	$566k		15k	38.17	View chart
At&t (T)	0.1	$563k	NEW	20k	28.24	View chart
Amphenol Corp Cl A (APH)	0.1	$543k	-30%	4.4k	123.74	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.1	$540k	+36%	5.5k	97.99	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$537k	-4%	555.00	968.11	View chart
Genuine Parts Company (GPC)	0.1	$535k		3.9k	138.59	View chart
Uber Technologies (UBER)	0.1	$531k	+114%	5.4k	97.97	View chart
PPL Corporation (PPL)	0.1	$525k		14k	37.16	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$520k	+6%	1.8k	281.86	View chart
Palantir Technologies Cl A (PLTR)	0.1	$514k	+22%	2.8k	182.42	View chart
Teradyne (TER)	0.1	$508k	+6%	3.7k	137.63	View chart
Gold Fields Sponsored Adr (GFI)	0.1	$505k	NEW	12k	41.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$502k		9.2k	54.73	View chart
Qualcomm (QCOM)	0.1	$501k	-5%	3.0k	166.36	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$499k	-2%	8.7k	57.19	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$497k		2.0k	246.62	View chart
Autoliv (ALV)	0.1	$490k		4.0k	123.49	View chart
Fiserv (FI)	0.1	$485k	-2%	3.8k	128.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$478k		15k	31.11	View chart
Eli Lilly & Co. (LLY)	0.1	$469k	+107%	614.00	763.01	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.1	$458k		12k	37.86	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$458k		8.1k	56.81	View chart
Kimberly-Clark Corporation (KMB)	0.1	$450k		3.6k	124.36	View chart
Magnite Ord (MGNI)	0.1	$441k		20k	21.78	View chart
Garmin SHS (GRMN)	0.1	$434k	-23%	1.8k	246.28	View chart
Southern Copper Corporation (SCCO)	0.1	$429k	-6%	3.5k	121.37	View chart
Marathon Petroleum Corp (MPC)	0.1	$424k		2.2k	192.77	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$424k	+7%	2.0k	215.75	View chart
IDEXX Laboratories (IDXX)	0.1	$419k	-22%	656.00	638.89	View chart
Kla Corp Com New (KLAC)	0.1	$418k	-30%	387.00	1078.83	View chart
Deere & Company (DE)	0.1	$414k		906.00	457.26	View chart
Monolithic Power Systems (MPWR)	0.1	$413k	-4%	449.00	919.71	View chart
Cadence Design Systems (CDNS)	0.1	$413k	-25%	1.2k	351.11	View chart
Palo Alto Networks (PANW)	0.1	$409k	-47%	2.0k	203.58	View chart
Monster Beverage Corp (MNST)	0.1	$406k	-22%	6.0k	67.30	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$405k		1.1k	378.94	View chart
InterDigital (IDCC)	0.1	$402k	NEW	1.2k	345.24	View chart
Autodesk (ADSK)	0.1	$402k	-20%	1.3k	317.54	View chart
Union Pacific Corporation (UNP)	0.1	$402k	NEW	1.7k	236.40	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$402k	-5%	10k	40.18	View chart
Align Technology (ALGN)	0.1	$399k	NEW	3.2k	125.22	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$398k	NEW	4.3k	91.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$394k		9.8k	40.10	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$394k		4.1k	95.15	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$394k		13k	30.96	View chart
Advanced Drain Sys Inc Del (WMS)	0.1	$393k	+2%	2.8k	138.69	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.1	$393k	-3%	4.9k	80.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$388k	-5%	8.5k	45.80	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$384k	-2%	7.6k	50.78	View chart
Netease Sponsored Ads (NTES)	0.1	$383k	NEW	2.5k	152.00	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$381k	-98%	7.4k	51.59	View chart
Enterprise Products Partners (EPD)	0.1	$377k		12k	31.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$372k		1.5k	243.55	View chart
Cintas Corporation (CTAS)	0.1	$372k	-17%	1.8k	205.24	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$368k		2.2k	170.85	View chart
Elevation Series Trust Trueshares Struc (SEPZ)	0.1	$367k	NEW	8.7k	42.34	View chart
Diamondback Energy (FANG)	0.1	$365k	+18%	2.5k	143.07	View chart
Nxp Semiconductors N V (NXPI)	0.1	$363k	-14%	1.6k	227.71	View chart
XP Cl A (XP)	0.1	$360k	-19%	19k	18.79	View chart
Kinsale Cap Group (KNSL)	0.1	$355k	-15%	834.00	425.27	View chart
Illinois Tool Works (ITW)	0.1	$354k	-13%	1.4k	260.67	View chart
Elevation Series Trust Trueshares Dec	0.1	$353k	NEW	8.7k	40.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$350k		8.5k	41.06	View chart
Gra (GGG)	0.1	$349k	-13%	4.1k	84.97	View chart
Ferrari Nv Ord (RACE)	0.1	$347k	-19%	714.00	485.28	View chart
Gaming & Leisure Pptys (GLPI)	0.1	$345k	-7%	7.4k	46.61	View chart
Commerce Bancshares (CBSH)	0.1	$342k	-19%	5.7k	59.76	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$341k		8.8k	38.67	View chart
Moody's Corporation (MCO)	0.1	$340k	-17%	713.00	476.55	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$337k		2.9k	115.01	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$331k	+4%	1.2k	279.18	View chart
Portland Gen Elec Com New (POR)	0.1	$329k		7.5k	44.00	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.1	$320k		5.0k	64.00	View chart
Canadian Natl Ry (CNI)	0.1	$315k	-6%	3.3k	94.29	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$315k	NEW	3.4k	91.75	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$314k	NEW	1.4k	224.58	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$312k		1.2k	271.12	View chart
Fastenal Company (FAST)	0.1	$310k	NEW	6.3k	49.04	View chart
Simon Property (SPG)	0.1	$308k	NEW	1.6k	187.70	View chart
Wells Fargo & Company (WFC)	0.1	$307k	-2%	3.7k	83.81	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$304k	-3%	3.2k	96.14	View chart
Linde SHS (LIN)	0.1	$304k	-21%	639.00	475.02	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$304k	+2%	930.00	326.36	View chart
Federated Hermes CL B (FHI)	0.1	$303k	NEW	5.8k	51.93	View chart
NetApp (NTAP)	0.1	$302k	NEW	2.5k	118.46	View chart
Infosys Sponsored Adr (INFY)	0.1	$301k		19k	16.27	View chart
Abbott Laboratories (ABT)	0.1	$301k	NEW	2.2k	133.95	View chart
Vistra Energy (VST)	0.1	$300k	NEW	1.5k	195.93	View chart
Old Dominion Freight Line (ODFL)	0.1	$296k		2.1k	140.76	View chart
Jack Henry & Associates (JKHY)	0.1	$295k	-12%	2.0k	148.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$293k		7.4k	39.69	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$293k	NEW	8.7k	33.84	View chart
Eagle Materials (EXP)	0.1	$292k	NEW	1.3k	233.04	View chart
CenterPoint Energy (CNP)	0.1	$289k		7.5k	38.80	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$289k	NEW	4.8k	60.03	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$289k		8.8k	33.02	View chart
Novartis Sponsored Adr (NVS)	0.1	$287k	NEW	2.2k	128.24	View chart
Pentair SHS (PNR)	0.1	$286k	NEW	2.6k	110.76	View chart
Parker-Hannifin Corporation (PH)	0.1	$286k	NEW	377.00	758.18	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$281k	-3%	7.5k	37.50	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$279k		5.3k	53.02	View chart
Insulet Corporation (PODD)	0.1	$279k	NEW	903.00	308.73	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$277k	NEW	5.5k	49.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$276k		451.00	612.38	View chart
Abbvie (ABBV)	0.1	$273k	-4%	1.2k	231.54	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$273k	NEW	7.0k	39.29	View chart
Spdr Series Trust Bloomberg Emg Mk (EMHC)	0.1	$272k		11k	25.19	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$272k	-3%	10k	26.84	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$270k	+3%	6.5k	41.58	View chart
Public Storage (PSA)	0.1	$269k	NEW	932.00	288.90	View chart
Equity Lifestyle Properties (ELS)	0.1	$267k	NEW	4.4k	60.70	View chart
Marsh & McLennan Companies (MMC)	0.1	$265k	NEW	1.3k	201.54	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$263k		7.8k	33.53	View chart
Nortonlifelock (GEN)	0.1	$263k	NEW	9.2k	28.39	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$261k		8.1k	32.14	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$261k		6.5k	40.36	View chart
Stag Industrial (STAG)	0.1	$260k		7.4k	35.29	View chart
International Business Machines (IBM)	0.1	$260k	+6%	922.00	282.16	View chart
Crossamerica Partners Ut Ltd Ptn Int (CAPL)	0.1	$259k	+5%	12k	21.03	View chart
Onemain Holdings (OMF)	0.1	$258k	NEW	4.6k	56.46	View chart
Paychex (PAYX)	0.1	$257k	NEW	2.0k	126.77	View chart
Oracle Corporation (ORCL)	0.1	$255k	NEW	905.00	281.24	View chart
Applied Materials (AMAT)	0.1	$252k	+3%	1.2k	204.73	View chart
Western Union Company (WU)	0.1	$252k	NEW	32k	7.99	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$251k		1.8k	137.20	View chart
SEI Investments Company (SEIC)	0.1	$251k	NEW	3.0k	84.85	View chart
Hamilton Lane Cl A (HLNE)	0.1	$248k	NEW	1.8k	134.79	View chart
The Trade Desk Com Cl A (TTD)	0.1	$247k	-4%	5.0k	49.01	View chart
Relx Sponsored Adr (RELX)	0.1	$247k	NEW	5.2k	47.76	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.1	$246k		9.5k	26.00	View chart
Lennox International (LII)	0.1	$242k	NEW	458.00	529.36	View chart
Cactus Cl A (WHD)	0.1	$240k	NEW	6.1k	39.47	View chart
Costco Wholesale Corporation (COST)	0.1	$231k		249.00	925.63	View chart
Palomar Hldgs (PLMR)	0.1	$226k	NEW	1.9k	116.75	View chart
Nextera Energy (NEE)	0.1	$226k		3.0k	75.49	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$224k		741.00	302.35	View chart
Progressive Corporation (PGR)	0.1	$224k		907.00	246.95	View chart
FactSet Research Systems (FDS)	0.1	$223k	-11%	780.00	286.37	View chart
Thomson Reuters Corp. (TRI)	0.1	$220k	NEW	1.4k	155.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$215k	-16%	7.9k	27.30	View chart
Nabors Industries SHS (NBR)	0.1	$211k	NEW	5.2k	40.87	View chart
Ea Series Trust Astoria Us Equal (ROE)	0.1	$210k	-3%	6.1k	34.57	View chart
Philip Morris International (PM)	0.1	$205k		1.3k	162.20	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$202k	NEW	1.5k	135.65	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$125k		10k	12.29	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.0	$111k	-2%	14k	8.04	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 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
Outlook Wealth Advisors 2022 Q1 filed May 13, 2022

View all past filings

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