Outlook Wealth Advisors
Latest statistics and disclosures from Outlook Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are USEP, PJUN, VTV, QJUN, STC, and represent 18.23% of Outlook Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: JANW (+$6.2M), FLRN, Innovator Etfs Tr, AUGW, FLOT, PJUL, PAUG, JUNW, FAPR, BILZ.
- Started 70 new stock positions in SEPW, FDS, A, ADP, FAPR, DOW, RACE, SKY, SSD, FEBW.
- Reduced shares in these 10 stocks: LQD, USEP, SPLG, BIL, , LGLV, SPTM, JAAA, PJUN, FFEB.
- Sold out of its positions in APRW, MAYW, ALB, ALGM, TAIL, DAR, ES, FBT, FXG, FXO. FTXG, XJUN, FTNT, GBIL, LQD, IYJ, IGIB, EMXC, PLD, QLD, XLU, ULTA, USTB.
- Outlook Wealth Advisors was a net buyer of stock by $2.4M.
- Outlook Wealth Advisors has $286M in assets under management (AUM), dropping by 9.20%.
- Central Index Key (CIK): 0001767151
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Outlook Wealth Advisors holds 246 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Innovator Etfs Tr Us Eqty Ultra B (USEP) | 5.1 | $15M | -14% | 464k | 31.32 |
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Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) | 3.9 | $11M | -11% | 336k | 33.38 |
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Vanguard Index Fds Value Etf (VTV) | 3.3 | $9.5M | 64k | 149.50 |
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First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN) | 3.0 | $8.6M | -4% | 359k | 24.09 |
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Stewart Information Services Corporation (STC) | 2.9 | $8.2M | 140k | 58.75 |
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Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) | 2.9 | $8.2M | 237k | 34.44 |
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Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 2.8 | $8.1M | +22% | 225k | 36.19 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.8 | $8.1M | -4% | 20k | 409.53 |
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Spdr Ser Tr Bloomberg Invt (FLRN) | 2.5 | $7.3M | +169% | 238k | 30.59 |
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Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) | 2.4 | $6.8M | -3% | 196k | 34.76 |
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Innovator Etfs Tr Us Eqt Ultra Bf (UMAY) | 2.3 | $6.5M | -2% | 222k | 29.41 |
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Ishares Tr High Yld Bd Fctr (HYDB) | 2.3 | $6.4M | +7% | 139k | 46.20 |
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Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) | 2.2 | $6.2M | NEW | 204k | 30.30 |
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Ishares Tr Core Msci Eafe (IEFA) | 1.8 | $5.0M | 71k | 70.35 |
|
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Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $4.9M | 10k | 477.65 |
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 1.6 | $4.6M | -8% | 92k | 50.52 |
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Apple (AAPL) | 1.6 | $4.5M | -8% | 23k | 192.53 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $3.5M | 7.5k | 475.31 |
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Aim Etf Products Trust Allianzim Us Lrg (AUGW) | 1.2 | $3.4M | +155% | 133k | 25.85 |
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Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) | 1.2 | $3.3M | +38% | 60k | 55.10 |
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NVIDIA Corporation (NVDA) | 1.1 | $3.2M | -3% | 6.5k | 495.25 |
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Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 1.1 | $3.1M | +77% | 94k | 33.37 |
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Exxon Mobil Corporation (XOM) | 1.0 | $3.0M | 30k | 99.98 |
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Microsoft Corporation (MSFT) | 1.0 | $2.9M | -9% | 7.8k | 376.05 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $2.9M | -5% | 18k | 157.80 |
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Ishares Tr Us Home Cons Etf (ITB) | 0.8 | $2.4M | -2% | 23k | 101.73 |
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Aim Etf Products Trust Us Lrgcp B20 Jun (JUNW) | 0.8 | $2.3M | +119% | 84k | 27.02 |
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Innovator Etfs Tr Premium Inc 30 B | 0.8 | $2.2M | NEW | 93k | 24.12 |
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Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.7 | $2.1M | -35% | 21k | 100.27 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.0M | -14% | 14k | 139.69 |
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Johnson & Johnson (JNJ) | 0.7 | $1.9M | +2% | 12k | 156.74 |
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Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 0.7 | $1.9M | -3% | 42k | 45.76 |
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Chevron Corporation (CVX) | 0.7 | $1.9M | 13k | 149.16 |
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Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) | 0.6 | $1.9M | 53k | 35.10 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.6 | $1.8M | +41% | 52k | 35.41 |
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Innovator Etfs Tr Us Eqty Buf Sep (BSEP) | 0.6 | $1.8M | -2% | 50k | 36.68 |
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Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 0.6 | $1.8M | +77% | 50k | 36.12 |
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Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.6 | $1.7M | NEW | 34k | 50.62 |
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Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) | 0.6 | $1.6M | +120% | 51k | 31.20 |
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Home Depot (HD) | 0.6 | $1.6M | -11% | 4.6k | 346.56 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.5M | -5% | 6.4k | 237.21 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.5 | $1.5M | -52% | 27k | 55.90 |
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Phillips Edison & Co Common Stock (PECO) | 0.5 | $1.5M | 42k | 36.48 |
|
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Vanguard Index Fds Growth Etf (VUG) | 0.5 | $1.5M | 4.8k | 310.86 |
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $1.5M | -3% | 43k | 34.01 |
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.5 | $1.4M | -50% | 28k | 50.30 |
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Vanguard Bd Index Fds Intermed Term (BIV) | 0.5 | $1.3M | -33% | 17k | 76.38 |
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ConocoPhillips (COP) | 0.4 | $1.2M | -5% | 11k | 116.07 |
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) | 0.4 | $1.2M | NEW | 35k | 34.95 |
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Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.4 | $1.2M | -54% | 21k | 58.45 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.2M | +3% | 24k | 47.90 |
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Visa Com Cl A (V) | 0.4 | $1.2M | -6% | 4.5k | 260.32 |
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Pimco Etf Tr Ultra Short Govt (BILZ) | 0.4 | $1.1M | NEW | 11k | 100.64 |
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Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.4 | $1.1M | +6% | 27k | 42.18 |
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S&p Global (SPGI) | 0.4 | $1.1M | 2.5k | 440.45 |
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Cadence Design Systems (CDNS) | 0.4 | $1.1M | -10% | 4.0k | 272.37 |
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Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) | 0.4 | $1.0M | -5% | 29k | 35.70 |
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Global X Fds Glb X Mlp Enrg I (MLPX) | 0.4 | $1.0M | +3% | 23k | 44.62 |
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Honeywell International (HON) | 0.3 | $992k | 4.7k | 209.71 |
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Deere & Company (DE) | 0.3 | $987k | -12% | 2.5k | 399.80 |
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Procter & Gamble Company (PG) | 0.3 | $963k | +6% | 6.6k | 146.54 |
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Ishares Tr Conv Bd Etf (ICVT) | 0.3 | $926k | NEW | 12k | 78.59 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $926k | 1.9k | 484.00 |
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CSX Corporation (CSX) | 0.3 | $894k | -7% | 26k | 34.67 |
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Pulte (PHM) | 0.3 | $852k | -18% | 8.3k | 103.22 |
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Anthem (ELV) | 0.3 | $849k | -14% | 1.8k | 471.64 |
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Workday Cl A (WDAY) | 0.3 | $845k | -19% | 3.1k | 276.06 |
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Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) | 0.3 | $832k | -47% | 26k | 31.47 |
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Microchip Technology (MCHP) | 0.3 | $828k | -20% | 9.2k | 90.18 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $822k | -16% | 2.3k | 350.96 |
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Cisco Systems (CSCO) | 0.3 | $819k | -17% | 16k | 50.52 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $819k | -67% | 9.0k | 91.39 |
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Comcast Corp Cl A (CMCSA) | 0.3 | $783k | -16% | 18k | 43.85 |
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Webster Financial Corporation (WBS) | 0.3 | $778k | -19% | 15k | 50.76 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $772k | -7% | 6.3k | 122.75 |
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Lincoln Electric Holdings (LECO) | 0.3 | $769k | -18% | 3.5k | 217.47 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $764k | 16k | 49.37 |
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Amazon (AMZN) | 0.3 | $756k | -6% | 5.0k | 151.94 |
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Zoetis Cl A (ZTS) | 0.3 | $735k | -17% | 3.7k | 197.36 |
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Innovator Etfs Tr Us Eqty Bufr May (BMAY) | 0.3 | $733k | 22k | 33.86 |
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Lululemon Athletica (LULU) | 0.3 | $731k | NEW | 1.4k | 511.29 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $719k | -3% | 6.6k | 108.25 |
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Bank of New York Mellon Corporation (BK) | 0.2 | $714k | -16% | 14k | 52.05 |
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Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $706k | 8.9k | 79.22 |
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Waters Corporation (WAT) | 0.2 | $698k | -20% | 2.1k | 329.23 |
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Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $698k | +41% | 14k | 48.72 |
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Nextera Energy (NEE) | 0.2 | $697k | -10% | 12k | 60.74 |
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Boston Scientific Corporation (BSX) | 0.2 | $689k | -20% | 12k | 57.81 |
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Aim Etf Products Trust Allianzim Us Lrg (SEPW) | 0.2 | $686k | NEW | 26k | 26.03 |
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CVS Caremark Corporation (CVS) | 0.2 | $684k | -18% | 8.7k | 78.96 |
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Cigna Corp (CI) | 0.2 | $671k | -17% | 2.2k | 299.43 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $656k | -42% | 6.2k | 105.23 |
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Iqvia Holdings (IQV) | 0.2 | $650k | -18% | 2.8k | 231.38 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $641k | NEW | 2.5k | 255.32 |
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Te Connectivity SHS (TEL) | 0.2 | $640k | -18% | 4.6k | 140.50 |
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Regal-beloit Corporation (RRX) | 0.2 | $638k | -18% | 4.3k | 148.02 |
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American Express Company (AXP) | 0.2 | $629k | -21% | 3.4k | 187.33 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $628k | 2.9k | 213.33 |
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Iron Mountain (IRM) | 0.2 | $627k | -17% | 9.0k | 69.98 |
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SYSCO Corporation (SYY) | 0.2 | $625k | -13% | 8.5k | 73.13 |
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC) | 0.2 | $616k | +58% | 18k | 34.03 |
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Pioneer Natural Resources (PXD) | 0.2 | $607k | -9% | 2.7k | 224.91 |
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Reinsurance Grp Of America I Com New (RGA) | 0.2 | $605k | -17% | 3.7k | 161.76 |
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Broadcom (AVGO) | 0.2 | $601k | +8% | 538.00 | 1116.32 |
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Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.2 | $599k | -73% | 4.1k | 145.01 |
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Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) | 0.2 | $592k | 16k | 37.63 |
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Fiserv (FI) | 0.2 | $590k | -18% | 4.4k | 132.84 |
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First Tr Exchange Traded Indls Prod Dur (FXR) | 0.2 | $582k | -9% | 9.0k | 64.86 |
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Interpublic Group of Companies (IPG) | 0.2 | $579k | -18% | 18k | 32.64 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $578k | 7.5k | 77.02 |
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Tapestry (TPR) | 0.2 | $553k | -17% | 15k | 36.81 |
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Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) | 0.2 | $550k | NEW | 22k | 24.56 |
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First Tr Exchange-traded Nasdq Semcndtr (FTXL) | 0.2 | $548k | -10% | 6.7k | 81.53 |
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Servicenow (NOW) | 0.2 | $535k | NEW | 757.00 | 706.49 |
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Innovator Etfs Tr Prem Inc 20 Barr | 0.2 | $530k | NEW | 22k | 24.24 |
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Weatherford Intl Ord Shs (WFRD) | 0.2 | $527k | -17% | 5.4k | 97.83 |
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Hannon Armstrong (HASI) | 0.2 | $525k | -19% | 19k | 27.58 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $524k | 1.5k | 356.66 |
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Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.2 | $522k | -5% | 42k | 12.33 |
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Spdr Gold Tr Gold Shs (GLD) | 0.2 | $516k | +21% | 2.7k | 191.17 |
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BorgWarner (BWA) | 0.2 | $498k | -18% | 14k | 35.85 |
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $489k | 11k | 46.36 |
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Innovator Etfs Tr Us Eqty Buf Dec (BDEC) | 0.2 | $486k | +77% | 13k | 38.25 |
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General Mills (GIS) | 0.2 | $485k | -14% | 7.4k | 65.14 |
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Mastercard Incorporated Cl A (MA) | 0.2 | $481k | +33% | 1.1k | 426.52 |
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Kimberly-Clark Corporation (KMB) | 0.2 | $480k | -16% | 4.0k | 121.49 |
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Ishares Tr Glb Cns Disc Etf (RXI) | 0.2 | $477k | -10% | 3.0k | 159.06 |
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Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $461k | -2% | 6.6k | 70.28 |
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Innovator Etfs Tr Grwt Aclrtd Plus (QTJL) | 0.2 | $460k | 17k | 27.88 |
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First Tr Exchange Traded Wtr Etf (FIW) | 0.2 | $459k | -8% | 4.8k | 94.80 |
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Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW) | 0.2 | $457k | NEW | 16k | 27.86 |
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Aspen Technology (AZPN) | 0.2 | $446k | 2.0k | 220.15 |
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Innovator Etfs Tr Us Equt Bufr Aug (BAUG) | 0.2 | $445k | 12k | 35.98 |
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Ishares Tr Morningstar Grwt (ILCG) | 0.2 | $437k | -4% | 6.5k | 67.82 |
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First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.2 | $437k | -6% | 4.2k | 104.70 |
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Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) | 0.1 | $425k | NEW | 9.3k | 45.80 |
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $416k | 13k | 31.76 |
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Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.1 | $415k | NEW | 4.5k | 93.08 |
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Ishares Tr North Amern Nat (IGE) | 0.1 | $410k | -5% | 10k | 40.72 |
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Innovator Etfs Tr Us Equity Accele (XBAP) | 0.1 | $407k | -13% | 13k | 30.57 |
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Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $407k | NEW | 14k | 28.56 |
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Eli Lilly & Co. (LLY) | 0.1 | $396k | +28% | 679.00 | 582.92 |
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Select Sector Spdr Tr Technology (XLK) | 0.1 | $390k | -16% | 2.0k | 192.48 |
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Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.1 | $386k | 5.0k | 77.25 |
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) | 0.1 | $382k | 9.2k | 41.62 |
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Graphic Packaging Holding Company (GPK) | 0.1 | $371k | -17% | 15k | 24.65 |
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Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) | 0.1 | $370k | 14k | 27.08 |
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Portland Gen Elec Com New (POR) | 0.1 | $370k | NEW | 8.5k | 43.34 |
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Linde SHS (LIN) | 0.1 | $366k | NEW | 890.00 | 410.72 |
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Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) | 0.1 | $365k | 10k | 36.63 |
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Ishares Tr Faln Angls Usd (FALN) | 0.1 | $361k | +19% | 14k | 26.40 |
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Shell Spon Ads (SHEL) | 0.1 | $358k | 5.4k | 65.80 |
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Lam Research Corporation (LRCX) | 0.1 | $354k | +17% | 452.00 | 783.26 |
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Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $349k | 1.3k | 273.74 |
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Innovator Etfs Tr GRWT100 PWR BF (NAPR) | 0.1 | $347k | 7.8k | 44.48 |
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Blackrock Etf Trust Ii Floating Rt Loan (BRLN) | 0.1 | $345k | -6% | 6.6k | 52.60 |
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Texas Instruments Incorporated (TXN) | 0.1 | $344k | +42% | 2.0k | 170.46 |
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Union Pacific Corporation (UNP) | 0.1 | $338k | +29% | 1.4k | 245.64 |
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Stag Industrial (STAG) | 0.1 | $331k | -18% | 8.4k | 39.26 |
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Enterprise Products Partners (EPD) | 0.1 | $324k | 12k | 26.35 |
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Eaton Corp SHS (ETN) | 0.1 | $324k | 1.3k | 240.82 |
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Qualcomm (QCOM) | 0.1 | $323k | NEW | 2.2k | 144.63 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $323k | 4.1k | 78.04 |
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salesforce (CRM) | 0.1 | $319k | -17% | 1.2k | 263.14 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $314k | -69% | 5.7k | 54.98 |
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Coca-Cola Company (KO) | 0.1 | $314k | +30% | 5.3k | 58.93 |
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Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) | 0.1 | $314k | 8.2k | 38.21 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $310k | +8% | 519.00 | 596.60 |
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Wal-Mart Stores (WMT) | 0.1 | $306k | -3% | 1.9k | 157.65 |
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Alphabet Cap Stk Cl C (GOOG) | 0.1 | $300k | NEW | 2.1k | 140.93 |
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Novo-nordisk A S Adr (NVO) | 0.1 | $298k | 2.9k | 103.45 |
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XP Cl A (XP) | 0.1 | $298k | NEW | 11k | 26.07 |
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Merck & Co (MRK) | 0.1 | $297k | +35% | 2.7k | 109.02 |
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Marathon Petroleum Corp (MPC) | 0.1 | $295k | 2.0k | 148.39 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $293k | 1.7k | 170.41 |
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Simpson Manufacturing (SSD) | 0.1 | $290k | NEW | 1.5k | 197.98 |
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Innovator Etfs Tr Us Eqt Ultra Bf (UAPR) | 0.1 | $280k | 10k | 27.44 |
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Tesla Motors (TSLA) | 0.1 | $278k | NEW | 1.1k | 248.48 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $277k | NEW | 365.00 | 757.89 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $276k | 2.1k | 130.92 |
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Innovator Etfs Tr Us Sml Cp Pwr B (KOCT) | 0.1 | $269k | NEW | 9.8k | 27.52 |
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Crossamerica Partners Ut Ltd Ptn Int (CAPL) | 0.1 | $267k | 12k | 22.80 |
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Cintas Corporation (CTAS) | 0.1 | $266k | NEW | 441.00 | 602.66 |
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Occidental Petroleum Corporation (OXY) | 0.1 | $260k | 4.4k | 59.71 |
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Kla Corp Com New (KLAC) | 0.1 | $260k | NEW | 447.00 | 581.30 |
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Mettler-Toledo International (MTD) | 0.1 | $260k | NEW | 214.00 | 1212.96 |
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Dow (DOW) | 0.1 | $260k | NEW | 4.7k | 54.84 |
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Norfolk Southern (NSC) | 0.1 | $256k | NEW | 1.1k | 236.38 |
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Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $256k | 2.8k | 91.41 |
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Abbvie (ABBV) | 0.1 | $256k | +5% | 1.7k | 154.97 |
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Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) | 0.1 | $255k | 6.2k | 40.86 |
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Pampa Energia S A Spons Adr Lvl I (PAM) | 0.1 | $255k | NEW | 5.2k | 49.52 |
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Verizon Communications (VZ) | 0.1 | $254k | NEW | 6.7k | 37.70 |
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Autodesk (ADSK) | 0.1 | $248k | NEW | 1.0k | 243.48 |
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Copart (CPRT) | 0.1 | $248k | NEW | 5.1k | 49.00 |
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Ishares Tr Expanded Tech (IGV) | 0.1 | $242k | -7% | 597.00 | 405.64 |
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Advanced Micro Devices (AMD) | 0.1 | $242k | -16% | 1.6k | 147.41 |
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Garmin SHS (GRMN) | 0.1 | $242k | NEW | 1.9k | 128.55 |
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IDEXX Laboratories (IDXX) | 0.1 | $239k | NEW | 430.00 | 555.05 |
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Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $237k | NEW | 3.0k | 78.13 |
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Amphenol Corp Cl A (APH) | 0.1 | $234k | NEW | 2.4k | 99.13 |
|
GSK Sponsored Adr (GSK) | 0.1 | $232k | NEW | 6.3k | 37.06 |
|
Skyline Corporation (SKY) | 0.1 | $231k | NEW | 3.1k | 74.26 |
|
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) | 0.1 | $230k | NEW | 8.1k | 28.36 |
|
Relx Sponsored Adr (RELX) | 0.1 | $230k | NEW | 5.8k | 39.66 |
|
Nordson Corporation (NDSN) | 0.1 | $230k | NEW | 869.00 | 264.16 |
|
Regeneron Pharmaceuticals (REGN) | 0.1 | $229k | NEW | 261.00 | 878.29 |
|
First Tr Exchange-traded Nasdq Phrmtcls (FTXH) | 0.1 | $229k | -10% | 8.6k | 26.61 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $229k | 2.3k | 99.25 |
|
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $228k | 3.0k | 76.13 |
|
|
Innovator Etfs Tr Prem Inc 20 Barr (JULH) | 0.1 | $228k | 9.1k | 24.96 |
|
|
Kinder Morgan (KMI) | 0.1 | $228k | 13k | 17.64 |
|
|
Ametek (AME) | 0.1 | $226k | NEW | 1.4k | 164.89 |
|
Old Dominion Freight Line (ODFL) | 0.1 | $225k | NEW | 556.00 | 405.33 |
|
Agilent Technologies Inc C ommon (A) | 0.1 | $223k | NEW | 1.6k | 139.03 |
|
Gentex Corporation (GNTX) | 0.1 | $223k | NEW | 6.8k | 32.66 |
|
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) | 0.1 | $222k | -86% | 5.2k | 42.67 |
|
Innovator Etfs Tr Prem Incm 30 Bar (APRJ) | 0.1 | $222k | -18% | 9.1k | 24.57 |
|
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $222k | 7.7k | 28.78 |
|
|
Ferrari Nv Ord (RACE) | 0.1 | $219k | NEW | 648.00 | 338.43 |
|
Keysight Technologies (KEYS) | 0.1 | $219k | NEW | 1.4k | 159.09 |
|
Range Resources (RRC) | 0.1 | $217k | NEW | 7.1k | 30.44 |
|
Verisk Analytics (VRSK) | 0.1 | $216k | NEW | 905.00 | 238.87 |
|
McDonald's Corporation (MCD) | 0.1 | $214k | NEW | 723.00 | 296.60 |
|
FactSet Research Systems (FDS) | 0.1 | $214k | NEW | 449.00 | 477.05 |
|
Nasdaq Omx (NDAQ) | 0.1 | $214k | NEW | 3.7k | 58.14 |
|
Paychex (PAYX) | 0.1 | $214k | NEW | 1.8k | 119.11 |
|
IDEX Corporation (IEX) | 0.1 | $214k | NEW | 984.00 | 217.11 |
|
Commerce Bancshares (CBSH) | 0.1 | $212k | NEW | 4.0k | 53.41 |
|
Palo Alto Networks (PANW) | 0.1 | $212k | NEW | 718.00 | 294.80 |
|
Canadian Natl Ry (CNI) | 0.1 | $207k | NEW | 1.6k | 125.63 |
|
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) | 0.1 | $206k | -28% | 6.3k | 32.65 |
|
Intel Corporation (INTC) | 0.1 | $205k | NEW | 4.1k | 50.25 |
|
Hershey Company (HSY) | 0.1 | $204k | NEW | 1.1k | 186.45 |
|
Diodes Incorporated (DIOD) | 0.1 | $204k | NEW | 2.5k | 80.52 |
|
CenterPoint Energy (CNP) | 0.1 | $204k | NEW | 7.1k | 28.57 |
|
Fidelity Covington Trust Enhanced Large | 0.1 | $204k | NEW | 7.6k | 26.85 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $203k | NEW | 2.3k | 88.36 |
|
Automatic Data Processing (ADP) | 0.1 | $203k | NEW | 871.00 | 232.97 |
|
Applied Materials (AMAT) | 0.1 | $202k | NEW | 1.2k | 162.01 |
|
Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $202k | NEW | 705.00 | 286.09 |
|
Infosys Sponsored Adr (INFY) | 0.1 | $191k | NEW | 10k | 18.38 |
|
Southwestern Energy Company (SWN) | 0.1 | $163k | 25k | 6.55 |
|
|
Cornerstone Total Rtrn Fd In (CRF) | 0.0 | $111k | 16k | 7.06 |
|
|
Cornerstone Strategic Value (CLM) | 0.0 | $78k | 11k | 7.19 |
|
|
Suro Capital Corp Com New (SSSS) | 0.0 | $40k | 10k | 3.94 |
|
Past Filings by Outlook Wealth Advisors
SEC 13F filings are viewable for Outlook Wealth Advisors going back to 2018
- 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
- 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