Outlook Wealth Advisors
Latest statistics and disclosures from Outlook Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, ITOT, IJR, STC, HYDB, and represent 18.97% of Outlook Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IXN (+$6.4M), IHI (+$5.1M), PHEC, SPYG, HDV, ITOT, CTSH, NVDA, SYNH, IJR.
- Started 18 new stock positions in HDV, SYNH, CTSH, BAPR, Venturis Therapeutics, SPYG, KJUL, BAUG, IYT, FJUL. SWN, Innovator Growth Accelerated Pls ETF Jul, Premier Info Management Incorporated, BJUL, PHEC, BSEP, IYH, AVGO.
- Reduced shares in these 10 stocks: EMQQ (-$5.2M), LUMN, Phillips Edison-arc Shopping C, EFV, PDBC, BSV, ARKK, PYPL, , Qts Realty Trust.
- Sold out of its positions in Amr, ARKK, BLOK, BWA, CCI, EMQQ, HUM, Industry Bancshares Inc 1.00 Texas, BDEC, PDBC. LUMN, PYPL, Phillips Edison-arc Shopping C, Qts Realty Trust, SPEM, TMUS, TSM.
- Outlook Wealth Advisors was a net buyer of stock by $1.9M.
- Outlook Wealth Advisors has $306M in assets under management (AUM), dropping by -2.22%.
- Central Index Key (CIK): 0001767151
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Portfolio Holdings for Outlook Wealth Advisors
Companies in the Outlook Wealth Advisors portfolio as of the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 4.5 | $14M | 32k | 430.82 | ||
| iShares S&P 1500 Index Fund (ITOT) | 3.9 | $12M | +9% | 122k | 98.38 | |
| iShares S&P SmallCap 600 Index (IJR) | 3.8 | $12M | +4% | 106k | 109.19 | |
| Stewart Information Services Corporation (STC) | 3.6 | $11M | 173k | 63.26 | ||
| Ishares Tr edeg hig yleld (HYDB) | 3.2 | $9.9M | 191k | 51.72 | ||
| iShares S&P Global Technology Sect. (IXN) | 2.4 | $7.3M | +746% | 129k | 56.66 | |
| Innovator Etfs Tr s&p 500 pwr (PSEP) | 2.2 | $6.7M | +2% | 232k | 29.05 | |
| iShares S&P Global Financials Sect. (IXG) | 2.1 | $6.4M | +2% | 81k | 78.44 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 2.0 | $6.1M | -2% | 46k | 131.72 | |
| iShares Dow Jones US Medical Dev. (IHI) | 1.9 | $5.7M | +868% | 91k | 62.78 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 1.8 | $5.4M | 36k | 149.83 | ||
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.7 | $5.2M | +2% | 86k | 60.07 | |
| Ishares Inc msci em esg se (ESGE) | 1.6 | $5.0M | +10% | 121k | 41.44 | |
| Spdr Ser Tr msci usa qual (QUS) | 1.6 | $4.9M | 42k | 119.29 | ||
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| iShares MSCI EAFE Growth Index (EFG) | 1.6 | $4.8M | 46k | 106.48 | ||
| SPDR Dow Jones Industrial Average ETF (DIA) | 1.6 | $4.8M | 14k | 338.33 | ||
| iShares Barclays TIPS Bond Fund (TIP) | 1.5 | $4.6M | +2% | 36k | 127.70 | |
| Ishares Tr cmn (GOVT) | 1.4 | $4.3M | 163k | 26.53 | ||
| Invesco Exchange Traded Fd T s&p500 eql tec (RYT) | 1.4 | $4.3M | -2% | 15k | 288.20 | |
| Spdr Series Trust dj ttl mkt etf (SPTM) | 1.3 | $4.0M | -2% | 75k | 52.99 | |
| SPDR DJ Wilshire Large Cap (SPLG) | 1.2 | $3.7M | -2% | 74k | 50.46 | |
| Invesco Qqq Trust Series 1 (QQQ) | 1.2 | $3.7M | -6% | 10k | 358.02 | |
| PHLD (PHEC) | 1.1 | $3.5M | NEW | 113k | 30.71 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 1.1 | $3.4M | 26k | 133.03 | ||
| Ishares U S Etf Tr Commodities Select Strategy Etf (COMT) | 1.0 | $2.9M | +5% | 81k | 35.84 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 1.0 | $2.9M | NEW | 45k | 64.03 | |
| Kraneshares Tr quadrtc int rt (IVOL) | 0.9 | $2.9M | -2% | 104k | 27.87 | |
| Apple (AAPL) | 0.9 | $2.9M | +4% | 20k | 141.49 | |
| Griffin Cap Essntl Ast Reit Ii Com Cl E | 0.9 | $2.7M | 291k | 9.12 | ||
| Spdr Index Shs Fds eafe qual mix (QEFA) | 0.8 | $2.4M | 33k | 75.16 | ||
| iShares MSCI EAFE Value Index (EFV) | 0.8 | $2.4M | -48% | 47k | 50.86 | |
| Vanguard Growth ETF (VUG) | 0.7 | $2.3M | 7.9k | 290.14 | ||
| Exxon Mobil Corporation (XOM) | 0.7 | $2.2M | +13% | 38k | 58.81 | |
| Ishares Tr usa min vo (USMV) | 0.7 | $2.2M | 30k | 73.49 | ||
| Microsoft Corporation (MSFT) | 0.7 | $2.1M | +2% | 7.6k | 281.88 | |
| Vanguard Total Stock Market ETF (VTI) | 0.7 | $2.1M | +5% | 9.4k | 222.03 | |
| iShares S&P MidCap 400 Index (IJH) | 0.7 | $2.1M | -3% | 7.9k | 263.11 | |
| iShares S&P 500 Growth Index (IVW) | 0.6 | $2.0M | -11% | 27k | 73.91 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.6 | $1.9M | +13% | 119k | 15.99 | |
| Chevron Corporation (CVX) | 0.6 | $1.9M | -13% | 19k | 101.46 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.6 | $1.9M | 44k | 42.60 | ||
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.6 | $1.8M | -3% | 24k | 74.23 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.8M | 11k | 161.49 | ||
| Home Depot (HD) | 0.5 | $1.6M | 4.9k | 328.20 | ||
| wisdomtreetrusdivd.. (DGRW) | 0.5 | $1.6M | +11% | 28k | 58.84 | |
| Vanguard Information Technology ETF (VGT) | 0.5 | $1.6M | 4.0k | 401.34 | ||
| Vanguard Malvern Fds strm infproidx (VTIP) | 0.5 | $1.6M | 30k | 52.57 | ||
| Innovator Etfs Tr s&p 500 pwr bu (PDEC) | 0.5 | $1.6M | 51k | 30.75 | ||
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $1.6M | 587.00 | 2672.91 | ||
| iShares S&P MidCap 400 Growth (IJK) | 0.5 | $1.5M | -5% | 19k | 79.17 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.5 | $1.5M | 26k | 56.97 | ||
| Ishares High Dividend Equity F (HDV) | 0.5 | $1.5M | NEW | 16k | 94.29 | |
| First Tr Exchange Traded Fd senior ln (FTSL) | 0.5 | $1.5M | -2% | 31k | 47.86 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.5 | $1.5M | -46% | 18k | 81.94 | |
| Ishares Tr 0-5yr hi yl cp (SHYG) | 0.5 | $1.5M | -4% | 32k | 45.72 | |
| Vanguard Small-Cap ETF (VB) | 0.5 | $1.4M | 6.6k | 218.60 | ||
| Wisdomtree Tr cmn (XSOE) | 0.5 | $1.4M | -2% | 38k | 37.33 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.5 | $1.4M | 26k | 53.29 | ||
| Vanguard Value ETF (VTV) | 0.4 | $1.4M | 10k | 135.40 | ||
| First Tr Exchange Traded Fd fst low mtg etf (LMBS) | 0.4 | $1.4M | -2% | 27k | 50.59 | |
| Spdr Index Shs Fds em qual mix (QEMM) | 0.4 | $1.3M | 20k | 67.65 | ||
| Ishares Inc cmn (EUSA) | 0.4 | $1.3M | +14% | 15k | 83.67 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.4 | $1.2M | -2% | 13k | 89.46 | |
| Vanguard Emerging Markets ETF (VWO) | 0.4 | $1.2M | 24k | 50.00 | ||
| Vanguard Europe Pacific ETF (VEA) | 0.4 | $1.2M | 23k | 50.49 | ||
| Innovator Etfs Tr S&p 500 Buffer (BJUN) | 0.4 | $1.1M | 35k | 32.78 | ||
| Ishares Tr conv bd etf (ICVT) | 0.4 | $1.1M | 11k | 99.70 | ||
| Ihs Markit (INFO) | 0.4 | $1.1M | 9.3k | 116.59 | ||
| Ishares Tr faln angls usd (FALN) | 0.4 | $1.1M | +2% | 36k | 30.12 | |
| Honeywell International (HON) | 0.3 | $1.0M | 4.9k | 212.33 | ||
| iShares Dow Jones US Financial Svc. (IYG) | 0.3 | $1.0M | -2% | 5.5k | 188.17 | |
| iShares S&P 500 Value Index (IVE) | 0.3 | $1.0M | -9% | 7.0k | 145.48 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.0M | +10% | 6.1k | 163.62 | |
| Deere & Company (DE) | 0.3 | $1.0M | 3.0k | 335.00 | ||
| Visa (V) | 0.3 | $991k | +4% | 4.5k | 222.65 | |
| First Trust Ind/Prod AlphaDEX (FXR) | 0.3 | $981k | 17k | 57.33 | ||
| iShares Russell Midcap Index Fund (IWR) | 0.3 | $975k | -9% | 13k | 78.26 | |
| Duke Realty Corporation (DRE) | 0.3 | $960k | +14% | 20k | 47.87 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $949k | +3% | 4.9k | 192.30 | |
| NVIDIA Corporation (NVDA) | 0.3 | $941k | +309% | 4.5k | 207.27 | |
| iShares Dow Jones US Consumer Ser. (IYC) | 0.3 | $940k | -5% | 12k | 77.32 | |
| iShares Russell 2000 Index (IWM) | 0.3 | $913k | -6% | 4.2k | 218.74 | |
| CoreSite Realty (COR) | 0.3 | $902k | +16% | 6.5k | 138.51 | |
| J P Morgan Exchange-traded F (JEPI) | 0.3 | $895k | +27% | 15k | 59.59 | |
| Facebook Inc cl a (FB) | 0.3 | $892k | 2.6k | 339.29 | ||
| Accenture (ACN) | 0.3 | $887k | 2.8k | 319.87 | ||
| Doubleline Total Etf etf (TOTL) | 0.3 | $880k | 18k | 48.29 | ||
| Lam Research Corporation (LRCX) | 0.3 | $879k | +3% | 1.5k | 569.30 | |
| Morgan Stanley (MS) | 0.3 | $873k | 9.0k | 97.32 | ||
| Zoetis Inc Cl A (ZTS) | 0.3 | $861k | +3% | 4.4k | 194.05 | |
| Cadence Design Systems (CDNS) | 0.3 | $854k | 5.6k | 151.36 | ||
| Horizon Therapeutics (HZNP) | 0.3 | $836k | 7.6k | 109.50 | ||
| Cdw (CDW) | 0.3 | $826k | 4.5k | 182.10 | ||
| Nextera Energy (NEE) | 0.3 | $817k | 10k | 78.51 | ||
| Smartstop Self Storage Reit In (STSFF) | 0.3 | $792k | -2% | 76k | 10.40 | |
| Microchip Technology (MCHP) | 0.3 | $773k | +2% | 5.0k | 153.59 | |
| Regal-beloit Corporation (RBC) | 0.2 | $754k | +2% | 5.0k | 150.32 | |
| Comcast Corporation (CMCSA) | 0.2 | $753k | 14k | 55.89 | ||
| Cognizant Technology Solutions (CTSH) | 0.2 | $749k | NEW | 10k | 74.23 | |
| Ishares Inc core msci emkt (IEMG) | 0.2 | $742k | -47% | 12k | 61.75 | |
| Amazon (AMZN) | 0.2 | $733k | 223.00 | 3287.00 | ||
| CVS Caremark Corporation (CVS) | 0.2 | $723k | +2% | 8.5k | 84.83 | |
| Community Healthcare Tr (CHCT) | 0.2 | $721k | +18% | 16k | 45.17 | |
| Te Connectivity Ltd for (TEL) | 0.2 | $704k | +2% | 5.1k | 137.15 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.2 | $697k | -9% | 6.8k | 103.00 | |
| Truist Financial Corp equities (TFC) | 0.2 | $681k | 12k | 58.66 | ||
| Envista Hldgs Corp (NVST) | 0.2 | $679k | +3% | 16k | 41.79 | |
| Procter & Gamble Company (PG) | 0.2 | $677k | 4.8k | 139.70 | ||
| Discover Financial Services (DFS) | 0.2 | $674k | +2% | 5.5k | 122.93 | |
| General Mills (GIS) | 0.2 | $672k | 11k | 59.84 | ||
| D.R. Horton (DHI) | 0.2 | $670k | 8.0k | 83.91 | ||
| Bank of New York Mellon Corporation (BK) | 0.2 | $666k | 13k | 51.84 | ||
| Vanguard Materials ETF (VAW) | 0.2 | $660k | 3.8k | 173.14 | ||
| Hannon Armstrong (HASI) | 0.2 | $660k | 12k | 53.48 | ||
| iShares Lehman Aggregate Bond (AGG) | 0.2 | $659k | -7% | 5.7k | 114.79 | |
| Walt Disney Company (DIS) | 0.2 | $647k | +147% | 3.8k | 169.28 | |
| Encompass Health Corp (EHC) | 0.2 | $638k | +2% | 8.5k | 75.05 | |
| Norfolk Southern (NSC) | 0.2 | $632k | 2.6k | 239.39 | ||
| Interpublic Group of Companies (IPG) | 0.2 | $626k | 17k | 36.67 | ||
| Deckers Outdoor Corporation (DECK) | 0.2 | $616k | +5% | 1.7k | 360.02 | |
| Verizon Communications (VZ) | 0.2 | $612k | 11k | 54.02 | ||
| Vanguard Long-Term Bond ETF (BLV) | 0.2 | $606k | -3% | 5.9k | 102.36 | |
| Nucor Corporation (NUE) | 0.2 | $600k | 6.1k | 98.47 | ||
| Fidelity National Information Services (FIS) | 0.2 | $600k | +3% | 4.9k | 121.61 | |
| Best Buy (BBY) | 0.2 | $598k | 5.7k | 105.71 | ||
| Aspen Technology (AZPN) | 0.2 | $593k | 4.8k | 122.90 | ||
| iShares Morningstar Large Growth (ILCG) | 0.2 | $591k | 9.0k | 65.58 | ||
| Ssga Active Etf Tr mult ass rlrtn (RLY) | 0.2 | $590k | 21k | 28.58 | ||
| Kimberly-Clark Corporation (KMB) | 0.2 | $586k | +2% | 4.4k | 132.37 | |
| iShares Gold Trust | 0.2 | $586k | 18k | 33.40 | ||
| Tractor Supply Company (TSCO) | 0.2 | $582k | 2.9k | 202.51 | ||
| Ishares U S Etf Tr int rt hdg c b (LQDH) | 0.2 | $577k | -2% | 6.0k | 95.77 | |
| Pimco Dynamic Incm Fund (PDI) | 0.2 | $576k | 22k | 26.57 | ||
| Mondelez Int (MDLZ) | 0.2 | $575k | +2% | 9.9k | 58.21 | |
| Pioneer Natural Resources (PXD) | 0.2 | $555k | +3% | 3.3k | 166.57 | |
| Micron Technology (MU) | 0.2 | $553k | +11% | 7.8k | 71.00 | |
| Avery Dennison Corporation (AVY) | 0.2 | $551k | 2.7k | 207.38 | ||
| Ishares Tr broad usd high (USHY) | 0.2 | $543k | -16% | 13k | 41.48 | |
| Target Corporation (TGT) | 0.2 | $535k | 2.3k | 228.73 | ||
| iShares Dow Jones US Technology (IYW) | 0.2 | $529k | +14% | 5.2k | 101.22 | |
| iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.2 | $523k | -2% | 1.3k | 398.93 | |
| Syneos Health (SYNH) | 0.2 | $518k | NEW | 5.9k | 87.50 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.2 | $517k | -6% | 5.9k | 87.49 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.2 | $504k | -9% | 3.9k | 130.13 | |
| McDonald's Corporation (MCD) | 0.2 | $504k | 2.1k | 241.15 | ||
| Ishares Tr cmn (STIP) | 0.2 | $497k | -8% | 4.7k | 105.68 | |
| Fortune Brands (FBHS) | 0.2 | $495k | +4% | 5.5k | 89.50 | |
| Darling International (DAR) | 0.2 | $481k | 6.7k | 71.96 | ||
| W.W. Grainger (GWW) | 0.2 | $480k | +2% | 1.2k | 393.12 | |
| Innovator Russell 2000 Pwr Buffer JUL (KJUL) | 0.2 | $466k | NEW | 18k | 26.11 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $452k | +20% | 1.1k | 429.25 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.1 | $447k | -8% | 4.4k | 100.59 | |
| Iqvia Holdings (IQV) | 0.1 | $438k | +2% | 1.8k | 239.74 | |
| Eversource Energy (ES) | 0.1 | $438k | 5.4k | 81.78 | ||
| American Express Company (AXP) | 0.1 | $435k | -2% | 2.6k | 167.44 | |
| ConocoPhillips (COP) | 0.1 | $432k | +7% | 6.4k | 67.81 | |
| SPDR S&P International Small Cap (GWX) | 0.1 | $422k | 11k | 38.44 | ||
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.1 | $409k | -3% | 2.8k | 144.27 | |
| iShares Barclays Govnment/Cdit Bond (GBF) | 0.1 | $408k | -9% | 3.3k | 121.94 | |
| Ft Cboe Vest U.s. Equity Buffer Etf - July (FJUL) | 0.1 | $407k | NEW | 12k | 34.66 | |
| iShares S&P NA Nat. Re. Sc. Idx (IGE) | 0.1 | $387k | 13k | 29.37 | ||
| Prologis (PLD) | 0.1 | $385k | +2% | 3.1k | 125.45 | |
| Ishares Tr fltg rate nt (FLOT) | 0.1 | $382k | -9% | 7.5k | 50.87 | |
| Innovator Growth Accelerated Pls ETF Jul | 0.1 | $381k | NEW | 15k | 26.05 | |
| American Tower Reit (AMT) | 0.1 | $363k | +2% | 1.4k | 265.16 | |
| Ishares U S Etf Tr int rt hdg c b (IGBH) | 0.1 | $350k | -8% | 14k | 25.17 | |
| Innovator Etfs Tr s&p 500 buffer (BSEP) | 0.1 | $341k | NEW | 11k | 31.26 | |
| iShares Morningstar Mid Growth Idx (IMCG) | 0.1 | $340k | -4% | 4.9k | 68.94 | |
| Technology SPDR (XLK) | 0.1 | $340k | 2.3k | 149.52 | ||
| Berkshire Hathaway (BRK.B) | 0.1 | $335k | 1.2k | 273.02 | ||
| Cigna Corp (CI) | 0.1 | $328k | +2% | 1.6k | 200.00 | |
| iShares Russell 3000 Index (IWV) | 0.1 | $324k | 1.3k | 254.52 | ||
| Alexandria Real Estate Equities (ARE) | 0.1 | $323k | 1.7k | 191.12 | ||
| Applied Materials (AMAT) | 0.1 | $315k | +18% | 2.4k | 128.83 | |
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.1 | $311k | 8.5k | 36.53 | ||
| Spdr Ser Tr shrt trsry etf (SPTS) | 0.1 | $307k | 10k | 30.59 | ||
| Williams Companies (WMB) | 0.1 | $306k | +3% | 12k | 25.93 | |
| Wal-Mart Stores (WMT) | 0.1 | $297k | +11% | 2.1k | 139.57 | |
| Innovator Etfs Tr s&p 500 buffer (BAUG) | 0.1 | $297k | NEW | 9.5k | 31.31 | |
| SPDR S&P Emerging Markets Small Cap (EWX) | 0.1 | $287k | 4.9k | 58.70 | ||
| SPDR Gold Trust (GLD) | 0.1 | $285k | 1.7k | 164.17 | ||
| iShares Lehman MBS Bond Fund (MBB) | 0.1 | $284k | -8% | 2.6k | 108.27 | |
| Innovator Etfs Tr s&p 500 buffer e (BMAY) | 0.1 | $279k | 8.9k | 31.25 | ||
| Ishares Trust Barclays (CMBS) | 0.1 | $265k | -9% | 4.9k | 54.02 | |
| Cim Real Estate Finance Trust (CMRF) | 0.1 | $264k | 37k | 7.21 | ||
| Square Inc cl a (SQ) | 0.1 | $261k | +4% | 1.1k | 239.67 | |
| Innovator Etfs Tr s&p 500 buffer (BJUL) | 0.1 | $257k | NEW | 8.1k | 31.58 | |
| Rockwell Automation (ROK) | 0.1 | $253k | +9% | 859.00 | 294.53 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $252k | +3% | 2.2k | 116.13 | |
| MasterCard Incorporated (MA) | 0.1 | $238k | 685.00 | 347.45 | ||
| Enterprise Products Partners (EPD) | 0.1 | $236k | 11k | 21.68 | ||
| salesforce (CRM) | 0.1 | $234k | -10% | 861.00 | 271.78 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $232k | -7% | 2.7k | 86.18 | |
| Health Care SPDR (XLV) | 0.1 | $231k | +2% | 1.8k | 127.55 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $230k | 1.3k | 179.41 | ||
| iShares Dow Jones US Healthcare (IYH) | 0.1 | $229k | NEW | 832.00 | 275.24 | |
| Intel Corporation (INTC) | 0.1 | $228k | +8% | 4.3k | 53.25 | |
| Innovator Etfs Tr s&p 500 buffer (BAPR) | 0.1 | $214k | NEW | 6.7k | 31.80 | |
| iShares Dow Jones Transport. Avg. (IYT) | 0.1 | $213k | NEW | 877.00 | 242.87 | |
| Griffin Cap Essential Asset Re | 0.1 | $211k | 23k | 9.06 | ||
| First Tr Exchange-traded Fd cmn (HYLS) | 0.1 | $211k | -4% | 4.4k | 48.20 | |
| Pfizer (PFE) | 0.1 | $211k | -4% | 4.9k | 43.05 | |
| iShares Lehman Short Treasury Bond (SHV) | 0.1 | $206k | -8% | 1.9k | 110.57 | |
| Broadcom (AVGO) | 0.1 | $204k | NEW | 421.00 | 484.56 | |
| Cornerstone Total Rtrn Fd In (CRF) | 0.1 | $195k | 16k | 12.38 | ||
| Southwestern Energy Company (SWN) | 0.1 | $155k | NEW | 28k | 5.55 | |
| Isracann Biosciences Inc equities (ISCNF) | 0.0 | $5.0k | +62% | 69k | 0.07 | |
| Premier Info Management Incorporated | 0.0 | $1.0k | NEW | 14k | 0.07 | |
| 88 Energy (EEENF) | 0.0 | $1.0k | 50k | 0.02 | ||
| Bitcoin Services | 0.0 | $0 | 60k | 0.00 | ||
| Venturis Therapeutics | 0.0 | $0 | NEW | 10k | 0.00 | |
Past Filings by Outlook Wealth Advisors
SEC 13F filings are viewable for Outlook Wealth Advisors going back to 2018
- 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
- Outlook Wealth Advisors 2020 Q4 filed Feb. 4, 2021
- Outlook Wealth Advisors 2020 Q3 filed Nov. 10, 2020
- Outlook Wealth Advisors 2020 Q2 filed July 17, 2020
- Outlook Wealth Advisors 2020 Q1 filed April 16, 2020
- Outlook Wealth Advisors 2019 Q4 filed Feb. 12, 2020
- Outlook Wealth Advisors 2019 Q3 filed Oct. 17, 2019
- Outlook Wealth Advisors 2019 Q2 filed Aug. 15, 2019
- Outlook Wealth Advisors 2019 Q1 filed May 6, 2019
- Outlook Wealth Advisors 2018 Q4 filed Feb. 13, 2019