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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, VTV, QQQ, BSEP, NVDA, and represent 19.21% of Outlook Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: MAYW (+$6.6M), JUNW, GMAY, FEBW, VUG, ONEZ, KNCT, PTF, PKB, PXJ.
Started 29 new stock positions in MTUM, GMAY, SPHQ, ROK, GM, IYZ, SIXD, DINO, INTC, PGR.
Reduced shares in these 10 stocks: GSEP (-$5.3M), OCTW, DECU, SEPW, JULU, , IAK, IYF, PBW, IYC.
Sold out of its positions in OCTW, DECU, SEPU, JULU, FLJJ, SEPW, SIXO, COKE, JANZ, DECZ.
Outlook Wealth Advisors was a net buyer of stock by $12M.
Outlook Wealth Advisors has $463M in assets under management (AUM), dropping by 12.01%.
Central Index Key (CIK): 0001767151

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Portfolio Holdings for Outlook Wealth Advisors

Outlook Wealth Advisors holds 305 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	4.6	$21M		28k	748.85	View chart
Vanguard Index Fds Value Etf (VTV)	4.0	$18M		84k	217.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.9	$18M		24k	736.44	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	3.6	$17M		320k	52.73	View chart
NVIDIA Corporation (NVDA)	3.2	$15M		74k	200.03	View chart
Ishares Tr High Yld Systm B (HYDB)	2.4	$11M	-2%	242k	46.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.4	$11M		75k	148.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	2.4	$11M		314k	34.84	View chart
Ishares Tr Intl Sel Div Etf (IDV)	2.1	$9.9M		239k	41.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$9.2M		95k	96.58	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.7	$8.0M		83k	96.43	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.7	$7.8M		114k	68.41	View chart
Apple (AAPL)	1.5	$6.8M		23k	289.35	View chart
Aim Etf Products Trust Allia Us May Etf (MAYW)	1.4	$6.6M	NEW	190k	34.77	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$5.8M	+2%	75k	76.55	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	1.2	$5.7M	+2%	20k	284.94	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.2	$5.6M		107k	52.41	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$4.6M	+9%	6.2k	746.05	View chart
Aim Etf Products Trust Allia Us Jan Etf (JANW)	1.0	$4.6M		118k	38.67	View chart
Aim Etf Products Trust Allia Us Jun Etf (JUNW)	0.9	$4.3M	NEW	124k	34.39	View chart
Lam Research Corp Com New (LRCX)	0.9	$4.2M	-6%	9.7k	431.70	View chart
Ishares Tr 3yrtb Etf (ISHG)	0.9	$4.2M		56k	74.25	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.8	$3.9M	+3%	107k	36.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$3.9M	-2%	11k	357.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.8	$3.9M	NEW	90k	43.04	View chart
Aim Etf Products Trust Allia Us Feb Etf (FEBW)	0.8	$3.8M	NEW	108k	35.54	View chart
Microsoft Corporation (MSFT)	0.8	$3.8M		10k	372.24	View chart
Exxon Mobil Corporation (XOM)	0.8	$3.8M	-7%	28k	136.72	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.8	$3.6M		101k	35.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.8	$3.5M	+9%	77k	45.79	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.7	$3.4M		44k	77.43	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$3.3M	+504%	39k	86.14	View chart
Johnson & Johnson (JNJ)	0.7	$3.2M		13k	253.97	View chart
Elevation Series Trust True Se Buff Etf (ONEZ)	0.7	$3.2M	+340%	115k	27.54	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.7	$3.1M	+10%	53k	58.87	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$3.0M	+3%	12k	252.23	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.6	$2.9M	+3%	17k	176.66	View chart
Northern Lts Fd Tr Iii Coun Qua Equ Etf (CPAI)	0.6	$2.9M	+28%	56k	52.14	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.6	$2.6M	+23%	30k	88.15	View chart
Chevron Corporation (CVX)	0.6	$2.6M		15k	165.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$2.5M	+4%	12k	212.76	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.5	$2.5M	+2%	46k	53.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.5	$2.5M	-2%	40k	60.98	View chart
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)	0.5	$2.5M	+140%	24k	100.93	View chart
Broadcom (AVGO)	0.5	$2.4M	-5%	6.5k	377.82	View chart
Sandisk Corp (SNDK)	0.5	$2.3M	+88%	1.0k	2271.48	View chart
Invesco Exchange Traded Fd T Next Gen Con Etf (KNCT)	0.5	$2.3M	NEW	11k	210.93	View chart
Ssga Active Tr State Street Us (XLSR)	0.5	$2.3M	-4%	35k	64.77	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.5	$2.2M	NEW	16k	136.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$2.2M		31k	71.25	View chart
Invesco Exchange Traded Fd T Bldg Constr Etf (PKB)	0.5	$2.2M	NEW	19k	112.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$2.1M	+7%	5.6k	370.03	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.4	$2.0M		35k	59.20	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$2.0M		42k	48.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$2.0M		41k	48.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.4	$1.9M	+5%	43k	43.23	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$1.8M		24k	75.51	View chart
Cisco Systems (CSCO)	0.4	$1.8M		15k	117.46	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$1.8M		35k	51.05	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.4	$1.8M		120k	14.87	View chart
Tema Etf Trust Electrification (VOLT)	0.4	$1.7M		42k	41.88	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$1.7M		14k	121.32	View chart
Phillips Edison & Co Common Stock (PECO)	0.4	$1.7M		42k	41.62	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.4	$1.7M	+6%	32k	51.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.4	$1.7M	+9%	47k	35.53	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$1.6M		21k	77.91	View chart
Invesco Exchange Traded Fd T Oil Gas Svc Etf (PXJ)	0.3	$1.6M	NEW	42k	38.55	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.3	$1.5M	-27%	30k	50.32	View chart
Teradyne (TER)	0.3	$1.5M	-4%	3.1k	483.81	View chart
Micron Technology (MU)	0.3	$1.5M	+38%	1.3k	1155.23	View chart
Nxp Semiconductors N V (NXPI)	0.3	$1.4M		5.0k	281.00	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.3	$1.4M	+12%	50k	28.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.4M	+15%	3.8k	368.86	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.4M		4.2k	327.26	View chart
Amphenol Corp Cl A (APH)	0.3	$1.4M	+80%	7.8k	176.32	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.3	$1.4M	+4%	28k	48.68	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$1.4M	-6%	4.1k	332.46	View chart
Meta Platforms Cl A (META)	0.3	$1.3M	+3%	2.4k	563.50	View chart
Innovator Etfs Trust Premium Inc 30 B (OCTJ)	0.3	$1.3M	-8%	54k	23.91	View chart
Visa Com Cl A (V)	0.3	$1.3M		3.7k	343.30	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.3	$1.3M	NEW	30k	42.31	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.3	$1.2M	+48%	15k	83.40	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.2M	-5%	15k	82.51	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$1.2M		26k	46.81	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.3	$1.2M	+15%	6.9k	175.34	View chart
Nuveen Global High Income SHS (JGH)	0.2	$1.2M		91k	12.73	View chart
Bank of New York Mellon Corporation (BNY)	0.2	$1.1M	-2%	7.9k	143.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$1.1M	-3%	24k	46.05	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.1M		3.8k	298.07	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.2	$1.1M	+26%	37k	29.45	View chart
Kla Corp Com New (KLAC)	0.2	$1.1M	+864%	3.6k	301.71	View chart
Ishares Tr North Amern Nat (IGE)	0.2	$1.1M	+6%	20k	56.18	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$1.1M		22k	49.78	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.1M	+700%	9.0k	119.52	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.0M		6.4k	164.25	View chart
Elevation Series Trust True Qu Bear Etf (QBER)	0.2	$1.0M	+6%	44k	23.80	View chart
Procter & Gamble Company (PG)	0.2	$1.0M		7.1k	146.63	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXD)	0.2	$1.0M	NEW	34k	30.84	View chart
Innovator Etfs Trust Prem Inc 20 Barr (OCTH)	0.2	$1.0M	-3%	43k	24.00	View chart
Blackrock Etf Trust Ii Isha Floa Ln Etf (BRLN)	0.2	$1.0M	-34%	20k	50.90	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$1.0M	+2%	507.00	1989.57	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$980k	+4%	5.1k	191.76	View chart
Aramark Hldgs (ARMK)	0.2	$960k		17k	56.90	View chart
Amazon (AMZN)	0.2	$953k		4.0k	238.34	View chart
Hf Sinclair Corp (DINO)	0.2	$946k	NEW	14k	69.65	View chart
Johnson Controls Internation SHS (JCI)	0.2	$937k		6.4k	145.66	View chart
Howmet Aerospace (HWM)	0.2	$910k	-2%	3.4k	268.85	View chart
Tapestry (TPR)	0.2	$910k	-2%	6.2k	145.75	View chart
Wal-Mart Stores (WMT)	0.2	$909k		8.0k	113.26	View chart
Home Depot (HD)	0.2	$905k		2.6k	352.74	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$881k		53k	16.70	View chart
Applied Materials (AMAT)	0.2	$879k		1.2k	723.17	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.2	$867k		18k	47.35	View chart
Bank of America Corporation (BAC)	0.2	$864k		15k	56.98	View chart
Eaton Corp SHS (ETN)	0.2	$860k		2.0k	426.15	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.2	$854k	+151%	8.9k	96.23	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$846k		20k	42.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.2	$839k	+11%	15k	54.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$838k		2.8k	303.12	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$832k		7.1k	117.51	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$828k		18k	45.64	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$818k		8.5k	96.43	View chart
Oracle Corporation (ORCL)	0.2	$815k		5.6k	146.55	View chart
SYSCO Corporation (SYY)	0.2	$800k		9.6k	83.58	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.2	$797k		15k	53.26	View chart
Allstate Corporation (ALL)	0.2	$796k		3.3k	238.02	View chart
S&p Global (SPGI)	0.2	$796k		2.0k	407.18	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$792k		10k	76.70	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.2	$773k	-6%	13k	57.59	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$761k		1.2k	655.73	View chart
Eli Lilly & Co. (LLY)	0.2	$745k		621.00	1199.51	View chart
SLB Com Stk (SLB)	0.2	$745k	-2%	16k	46.49	View chart
TJX Companies (TJX)	0.2	$743k		4.9k	151.52	View chart
Strategy Newfound Reslv (ROMO)	0.2	$728k	+31%	22k	33.89	View chart
American Express Company (AXP)	0.2	$719k		2.1k	338.19	View chart
Iqvia Holdings (IQV)	0.2	$715k		3.7k	193.18	View chart
ConocoPhillips (COP)	0.2	$713k		6.9k	103.96	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$711k	+2%	26k	27.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$707k	-2%	1.4k	500.39	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$706k		6.0k	117.02	View chart
Cigna Corp (CI)	0.2	$702k		2.5k	275.63	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.2	$697k	-2%	13k	53.20	View chart
Mastercard Incorporated Cl A (MA)	0.1	$693k	-3%	1.4k	513.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$692k	-3%	19k	37.23	View chart
Palo Alto Networks (PANW)	0.1	$692k	-12%	2.0k	340.95	View chart
Delta Air Lines Com New (DAL)	0.1	$678k	+2%	7.2k	93.65	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$675k		7.1k	95.62	View chart
CRH Ord (CRH)	0.1	$670k		6.3k	107.02	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$665k		3.5k	190.52	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.1	$662k	+2%	20k	33.38	View chart
Diamondback Energy (FANG)	0.1	$657k		3.7k	175.77	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$649k		9.4k	68.93	View chart
American Tower Reit (AMT)	0.1	$639k		3.9k	163.61	View chart
CVS Caremark Corporation (CVS)	0.1	$617k	NEW	6.0k	103.45	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$613k		1.3k	477.79	View chart
Monolithic Power Systems (MPWR)	0.1	$598k	-6%	433.00	1380.99	View chart
Steris Shs Usd (STE)	0.1	$593k		2.8k	210.62	View chart
Southern Copper Corporation (SCCO)	0.1	$583k	-4%	3.3k	174.22	View chart
At&t (T)	0.1	$572k		28k	20.70	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.1	$560k	-19%	18k	30.85	View chart
Innovator Etfs Trust Intl De Pwr Dece (IDEC)	0.1	$555k	+12%	16k	34.23	View chart
Monster Beverage Corp (MNST)	0.1	$553k		5.8k	96.11	View chart
Marathon Petroleum Corp (MPC)	0.1	$552k		2.2k	255.72	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$552k	+33%	2.9k	190.91	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$547k	-4%	8.1k	67.46	View chart
Netflix (NFLX)	0.1	$540k		7.6k	71.40	View chart
Qualcomm (QCOM)	0.1	$538k	-5%	2.9k	184.81	View chart
Autoliv (ALV)	0.1	$535k		4.6k	116.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$534k	-2%	11k	49.49	View chart
Virtus Etf Tr Ii Virtus Newfleet (VSHY)	0.1	$531k	NEW	24k	21.72	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$531k		828.00	640.76	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$530k	NEW	8.6k	61.46	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$529k	-2%	9.0k	58.98	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$526k	-23%	9.7k	54.31	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$525k		28k	18.87	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$524k	-39%	11k	46.41	View chart
Portland Gen Elec Com New (POR)	0.1	$515k		9.9k	51.82	View chart
Kimberly-Clark Corporation (KMB)	0.1	$515k	+2%	4.7k	109.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$515k	+12%	2.2k	236.57	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$508k		9.6k	52.64	View chart
PPL Corporation (PPL)	0.1	$503k		14k	36.35	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$503k		9.4k	53.61	View chart
RBB F/m Us Treasury (TBIL)	0.1	$502k		10k	49.86	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$498k	+24%	24k	20.56	View chart
Honeywell International (HON)	0.1	$494k	NEW	2.2k	223.90	View chart
Honeywell Aerospace (HONA)	0.1	$490k	NEW	2.2k	221.68	View chart
Innovator Etfs Trust Grwt Aclrtd Plus (QTJL)	0.1	$489k	-10%	12k	42.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$488k		15k	33.79	View chart
Ishares Msci Netherl Etf (EWN)	0.1	$486k	+29%	6.9k	70.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$486k		12k	41.30	View chart
General Motors Company (GM)	0.1	$485k	NEW	6.3k	77.08	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$480k	+30%	21k	22.44	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$473k	+2%	2.0k	237.27	View chart
Union Pacific Corporation (UNP)	0.1	$472k		1.7k	272.08	View chart
Nextera Energy (NEE)	0.1	$464k	+4%	5.3k	87.77	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$462k	+29%	5.2k	88.27	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$455k		1.1k	426.40	View chart
Old Dominion Freight Line (ODFL)	0.1	$448k		2.1k	216.59	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$444k	+31%	5.4k	82.26	View chart
Advanced Drain Sys Inc Del (WMS)	0.1	$436k		2.8k	156.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$431k	-4%	1.2k	353.33	View chart
Cadence Design Systems (CDNS)	0.1	$426k		1.1k	375.16	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.1	$424k		3.0k	143.39	View chart
Enterprise Products Partners (EPD)	0.1	$424k	-4%	12k	36.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$421k		9.8k	42.84	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.1	$414k		9.5k	43.70	View chart
Garmin SHS (GRMN)	0.1	$401k		1.7k	237.50	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$401k		4.2k	96.45	View chart
NetApp (NTAP)	0.1	$398k		2.6k	154.80	View chart
Kinder Morgan (KMI)	0.1	$396k		12k	31.97	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$396k	-3%	6.9k	57.63	View chart
Canadian Natl Ry (CNI)	0.1	$395k		3.3k	119.24	View chart
Intel Corporation (INTC)	0.1	$395k	NEW	2.8k	139.63	View chart
Parker-Hannifin Corporation (PH)	0.1	$390k		399.00	978.23	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$389k	-22%	6.2k	62.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$385k	+53%	12k	31.71	View chart
Pepsi (PEP)	0.1	$385k	+4%	2.8k	135.37	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$380k	+2%	3.1k	124.49	View chart
Simon Property (SPG)	0.1	$370k		1.7k	223.68	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.1	$366k		8.7k	41.95	View chart
Illinois Tool Works (ITW)	0.1	$366k		1.4k	270.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$366k	-33%	6.1k	59.54	View chart
Caterpillar (CAT)	0.1	$364k	-8%	342.00	1064.90	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$364k	+38%	14k	26.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$363k		8.2k	44.35	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$361k	+2%	3.5k	103.88	View chart
Ishares Msci Hong Kg Etf (EWH)	0.1	$360k	+33%	17k	21.02	View chart
Gold Fields Sponsored Adr (GFI)	0.1	$359k		11k	33.59	View chart
Novartis Sponsored Adr (NVS)	0.1	$356k		2.3k	156.77	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$354k		8.6k	41.33	View chart
Elevation Series Trust S&p Au De In Etf (PAYM)	0.1	$350k		14k	25.12	View chart
Advanced Micro Devices (AMD)	0.1	$347k	NEW	598.00	580.91	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$345k		8.7k	39.47	View chart
Commerce Bancshares (CBSH)	0.1	$343k		5.9k	57.75	View chart
Linde SHS (LIN)	0.1	$336k		648.00	519.05	View chart
CenterPoint Energy (CNP)	0.1	$334k		7.6k	44.04	View chart
IDEXX Laboratories (IDXX)	0.1	$333k		632.00	526.44	View chart
Gaming & Leisure Pptys (GLPI)	0.1	$328k		7.4k	44.53	View chart
Abbvie (ABBV)	0.1	$327k	-2%	1.3k	251.64	View chart
Netease Sponsored Ads (NTES)	0.1	$327k		2.6k	128.13	View chart
Federated Hermes CL B (FHI)	0.1	$325k		5.9k	55.22	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$319k		7.9k	40.09	View chart
Cactus Cl A (WHD)	0.1	$316k		6.2k	51.23	View chart
InterDigital (IDCC)	0.1	$316k	-2%	1.1k	283.17	View chart
Moody's Corporation (MCO)	0.1	$314k		693.00	453.03	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.1	$311k	-26%	14k	22.37	View chart
Servicenow (NOW)	0.1	$310k		3.1k	99.28	View chart
Cintas Corporation (CTAS)	0.1	$310k		1.8k	170.08	View chart
International Business Machines (IBM)	0.1	$310k		1.1k	281.21	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$309k		7.1k	43.76	View chart
Gra (GGG)	0.1	$309k		4.1k	75.61	View chart
Fastenal Company (FAST)	0.1	$308k		6.4k	48.03	View chart
Wells Fargo & Company (WFC)	0.1	$308k		3.7k	82.64	View chart
XP Cl A (XP)	0.1	$306k		19k	16.26	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$305k		5.4k	56.33	View chart
Public Storage (PSA)	0.1	$301k		946.00	318.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$298k	-20%	5.7k	52.26	View chart
Spdr Series Trust St Str Usd Etf (EMHC)	0.1	$289k	+4%	11k	25.40	View chart
ResMed (RMD)	0.1	$289k	-62%	1.5k	194.90	View chart
Equity Lifestyle Properties (ELS)	0.1	$288k		4.5k	64.45	View chart
Eagle Materials (EXP)	0.1	$286k		1.3k	225.01	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$284k	+5%	7.1k	40.23	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$284k	NEW	5.0k	56.79	View chart
Onemain Holdings (OMF)	0.1	$284k		4.7k	60.96	View chart
Ferrari Nv Ord (RACE)	0.1	$276k	+3%	740.00	372.37	View chart
Jack Henry & Associates (JKHY)	0.1	$275k		2.0k	137.73	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.1	$271k		9.5k	28.62	View chart
Lennox International (LII)	0.1	$269k		469.00	573.05	View chart
SEI Investments Company (SEIC)	0.1	$266k		3.0k	87.72	View chart
Kinsale Cap Group (KNSL)	0.1	$265k	+3%	865.00	306.56	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$257k	-18%	7.6k	33.97	View chart
Palomar Hldgs (PLMR)	0.1	$255k		2.0k	126.39	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$254k	-22%	6.8k	37.36	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$253k		7.2k	35.11	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$252k		2.8k	90.60	View chart
Paychex (PAYX)	0.1	$249k		2.6k	94.25	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$248k		2.1k	117.67	View chart
Western Union Company (WU)	0.1	$247k		32k	7.70	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$247k		4.2k	58.87	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$243k	NEW	709.00	342.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$243k	-95%	5.9k	40.96	View chart
Vistra Energy (VST)	0.1	$241k		1.5k	158.66	View chart
Autodesk (ADSK)	0.1	$240k		1.2k	194.34	View chart
Nortonlifelock (GEN)	0.1	$239k	NEW	9.6k	24.89	View chart
Philip Morris International (PM)	0.0	$231k	-3%	1.3k	180.91	View chart
Uber Technologies (UBER)	0.0	$230k	-3%	3.2k	72.16	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$230k	+2%	2.4k	94.93	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$227k		5.0k	45.63	View chart
Marsh & McLennan Companies (MRSH)	0.0	$227k		1.4k	166.72	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.0	$226k		5.0k	45.29	View chart
Raytheon Technologies Corp (RTX)	0.0	$225k	+8%	1.2k	189.68	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$224k	NEW	2.5k	90.79	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$224k	NEW	1.6k	144.47	View chart
Abbott Laboratories (ABT)	0.0	$222k		2.4k	90.77	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$216k	NEW	2.4k	90.10	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$215k	NEW	2.8k	76.16	View chart
Rockwell Automation (ROK)	0.0	$207k	NEW	418.00	495.08	View chart
Progressive Corporation (PGR)	0.0	$206k	NEW	945.00	218.45	View chart
Pentair SHS (PNR)	0.0	$206k	+2%	2.7k	76.67	View chart
Warner Music Group Corp Com Cl A (WMG)	0.0	$202k	NEW	7.5k	27.07	View chart
Infosys Sponsored Adr (INFY)	0.0	$184k	+3%	19k	9.61	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$167k	-6%	16k	10.57	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.0	$98k		14k	7.18	View chart
Trx Gold Corporation (TRX)	0.0	$9.1k		11k	0.82	View chart
Stewart Information Services Corporation (STC)	0.0	$6.7k		50k	0.13	View chart

Past Filings by Outlook Wealth Advisors

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

Outlook Wealth Advisors 2026 Q2 filed Aug. 3, 2026
Outlook Wealth Advisors 2026 Q1 filed April 17, 2026
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

View all past filings

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