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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, BSEP, QQQ, NVDA, and represent 18.60% of Outlook Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IJR (+$8.5M), EEM (+$6.4M), EFV (+$5.5M), ISHG, IDV, IEFA, IGIB, BNDX, BSV, VMBS.
Started 37 new stock positions in IGIB, VMBS, XLP, BSV, COST, PEP, LMT, OCTZ, RIO, EEM.
Reduced shares in these 10 stocks: FMAR (-$9.4M), IXG (-$5.3M), GSEP (-$5.1M), JANW, OCTW, BSEP, DECU, SEPW, QBER, DECW.
Sold out of its positions in ROE, ADI, EMQQ, FDS, HLNE, PFEB, PODD, IRM, IXG, IYH.
Outlook Wealth Advisors was a net seller of stock by $-25M.
Outlook Wealth Advisors has $413M in assets under management (AUM), dropping by -6.57%.
Central Index Key (CIK): 0001767151

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Portfolio Holdings for Outlook Wealth Advisors

Outlook Wealth Advisors holds 310 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	4.4	$18M	-14%	28k	652.55	View chart
Vanguard Index Fds Value Etf (VTV)	4.0	$16M	+6%	83k	196.08	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	3.7	$15M	-21%	318k	48.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.4	$14M	-8%	24k	577.02	View chart
NVIDIA Corporation (NVDA)	3.1	$13M		74k	174.42	View chart
Ishares Tr High Yld Systm B (HYDB)	2.8	$12M	-10%	247k	46.50	View chart
Ishares Tr Intl Sel Div Etf (IDV)	2.4	$10M	+56%	235k	42.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	2.3	$9.6M	-18%	312k	30.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$9.2M	+1187%	74k	124.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$8.5M	+68%	94k	90.50	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.9	$7.7M	+8%	82k	93.88	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.6	$6.4M	NEW	113k	56.77	View chart
Apple (AAPL)	1.4	$6.0M		24k	253.79	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.3	$5.6M	-9%	106k	52.53	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$5.5M	NEW	74k	74.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	1.2	$5.2M	-49%	135k	38.11	View chart
Exxon Mobil Corporation (XOM)	1.2	$5.1M	-9%	30k	169.66	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	1.0	$4.3M	-50%	118k	36.48	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	1.0	$4.1M	-50%	107k	38.47	View chart
Ishares Tr 3yrtb Etf (ISHG)	1.0	$4.1M	NEW	55k	74.19	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	1.0	$4.0M	-50%	151k	26.58	View chart
Microsoft Corporation (MSFT)	0.9	$3.9M		10k	370.18	View chart
Aim Etf Products Trust Allianzim Us Eqt (SEPW)	0.9	$3.7M	-50%	118k	31.59	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$3.7M	-15%	5.7k	650.34	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.8	$3.4M	+6%	103k	33.30	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.8	$3.4M	-50%	101k	33.41	View chart
Chevron Corporation (CVX)	0.8	$3.2M		16k	206.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$3.2M		11k	287.57	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.8	$3.1M	+3%	44k	71.41	View chart
Johnson & Johnson (JNJ)	0.8	$3.1M		13k	244.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.7	$3.0M	-37%	70k	42.50	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.7	$2.9M	-2%	20k	147.47	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$2.8M	-21%	6.4k	436.77	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.6	$2.7M		16k	165.70	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.6	$2.5M	+7%	48k	53.37	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.6	$2.4M	NEW	45k	53.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.6	$2.3M		41k	55.85	View chart
Lam Research Corp Com New (LRCX)	0.5	$2.2M	-2%	10k	213.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$2.2M		11k	191.92	View chart
Ssga Active Tr State Street Us (XLSR)	0.5	$2.1M	+3%	37k	57.74	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$2.1M		24k	88.16	View chart
Broadcom (AVGO)	0.5	$2.1M		6.8k	307.31	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$2.1M		11k	181.42	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$2.0M	NEW	42k	48.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.9M	+58%	30k	64.08	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.5	$1.9M	-10%	42k	45.65	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.5	$1.9M	-10%	35k	54.62	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.5	$1.9M		41k	45.97	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$1.8M	+45%	24k	76.54	View chart
Northern Lts Fd Tr Iii Counterpoint Qua (CPAI)	0.4	$1.8M	+117%	44k	41.79	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$1.8M		35k	50.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.4	$1.7M	+6%	41k	41.83	View chart
Aim Etf Products Trust Allianzim Eq Buf (JULU)	0.4	$1.7M	-49%	59k	28.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.7M		5.2k	320.79	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.4	$1.6M		120k	13.67	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$1.6M	NEW	21k	78.41	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.4	$1.6M		16k	103.13	View chart
Phillips Edison & Co Common Stock (PECO)	0.4	$1.6M		42k	37.42	View chart
Blackrock Etf Trust Ii Ishares Floating (BRLN)	0.4	$1.5M	+2%	31k	50.74	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$1.5M		15k	101.79	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.4	$1.5M	-2%	12k	128.29	View chart
Tema Etf Trust Electrification (VOLT)	0.3	$1.4M	-2%	42k	34.24	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.3	$1.4M		30k	46.91	View chart
Innovator Etfs Trust Premium Inc 30 B (OCTJ)	0.3	$1.4M		60k	23.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.4M	+24%	3.3k	430.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.3	$1.3M	+21%	43k	31.46	View chart
Meta Platforms Cl A (META)	0.3	$1.3M	-3%	2.3k	572.14	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.3M	-4%	16k	82.55	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M	+4%	4.3k	294.16	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.3	$1.3M		11k	117.66	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.3	$1.3M	+6%	27k	46.25	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$1.2M	NEW	26k	46.95	View chart
Cisco Systems (CSCO)	0.3	$1.2M		16k	77.59	View chart
Ishares Tr North Amern Nat (IGE)	0.3	$1.2M	+6%	18k	62.94	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.3	$1.1M	+60%	44k	25.70	View chart
Visa Com Cl A (V)	0.3	$1.1M		3.7k	302.20	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.3	$1.1M		35k	31.58	View chart
Nuveen Global High Income SHS (JGH)	0.3	$1.1M		90k	12.22	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$1.1M	-2%	4.4k	250.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.3	$1.1M		25k	43.06	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$1.1M		22k	49.78	View chart
Ishares Tr Us Consum Discre (IYC)	0.3	$1.1M		11k	96.92	View chart
Innovator Etfs Trust Prem Inc 20 Barr (OCTH)	0.3	$1.1M		45k	23.48	View chart
Invesco Exchange Traded Fd T Leisure And Ente (PEJ)	0.3	$1.0M		18k	57.98	View chart
Procter & Gamble Company (PG)	0.2	$1.0M		7.1k	144.43	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.2	$1.0M	-69%	10k	100.97	View chart
Honeywell International (HON)	0.2	$1.0M		4.5k	226.03	View chart
Wal-Mart Stores (WMT)	0.2	$1.0M		8.1k	124.28	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXO)	0.2	$1.0M	-49%	30k	33.78	View chart
Elevation Series Trust Trueshares Quart (QBER)	0.2	$998k	-78%	41k	24.13	View chart
Nxp Semiconductors N V (NXPI)	0.2	$990k	+218%	5.0k	196.86	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.2	$978k	-2%	6.0k	164.19	View chart
Teradyne (TER)	0.2	$975k	-2%	3.3k	296.44	View chart
Bank of New York Mellon Corporation (BK)	0.2	$960k	-5%	8.1k	118.63	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.2	$916k	+55%	30k	31.01	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$907k	+3%	6.4k	142.43	View chart
Tapestry (TPR)	0.2	$903k	-4%	6.4k	141.11	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$902k	-3%	53k	17.11	View chart
ConocoPhillips (COP)	0.2	$891k	-8%	6.8k	132.00	View chart
ResMed (RMD)	0.2	$877k	-2%	3.9k	224.47	View chart
Home Depot (HD)	0.2	$859k	-33%	2.6k	328.89	View chart
Invesco Exchange Traded Fd T Next Gen Media (GGME)	0.2	$855k	-3%	17k	51.03	View chart
Johnson Controls Internation SHS (JCI)	0.2	$855k		6.5k	130.95	View chart
Amazon (AMZN)	0.2	$848k	+4%	4.1k	208.27	View chart
SLB Com Stk (SLB)	0.2	$840k	-3%	16k	51.39	View chart
Oracle Corporation (ORCL)	0.2	$832k	+424%	5.7k	147.11	View chart
S&p Global (SPGI)	0.2	$831k		2.0k	425.25	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.2	$821k		18k	44.87	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$818k	NEW	10k	81.98	View chart
Zoetis Cl A (ZTS)	0.2	$809k	-2%	6.8k	118.22	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$808k		19k	43.11	View chart
At&t (T)	0.2	$806k	-2%	28k	28.99	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$801k	+7%	4.9k	163.58	View chart
Howmet Aerospace (HWM)	0.2	$801k	-4%	3.5k	230.49	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$798k	-14%	20k	39.80	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$797k		10k	77.18	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$786k	-48%	1.1k	697.72	View chart
TJX Companies (TJX)	0.2	$785k	-3%	4.9k	159.71	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$775k		18k	42.72	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$752k	+51%	8.6k	87.76	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.2	$745k	-18%	15k	48.98	View chart
Bank of America Corporation (BAC)	0.2	$733k		15k	48.75	View chart
Diamondback Energy (FANG)	0.2	$732k		3.7k	197.78	View chart
Texas Instruments Incorporated (TXN)	0.2	$731k		3.8k	194.14	View chart
Netflix (NFLX)	0.2	$726k		7.6k	96.15	View chart
Eaton Corp SHS (ETN)	0.2	$723k		2.0k	357.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$718k	-2%	2.7k	261.92	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$712k	-7%	7.1k	100.63	View chart
Mastercard Incorporated Cl A (MA)	0.2	$698k		1.4k	499.71	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$696k	-19%	14k	48.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.2	$690k	NEW	14k	50.41	View chart
SYSCO Corporation (SYY)	0.2	$683k	-5%	9.6k	71.33	View chart
Allstate Corporation (ALL)	0.2	$682k	-3%	3.3k	207.35	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.2	$681k	+37%	19k	35.24	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$680k	-59%	25k	26.72	View chart
Aramark Hldgs (ARMK)	0.2	$680k	NEW	17k	40.54	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$679k		28k	24.39	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$677k		1.4k	469.56	View chart
Spdr Series Trust State Street Spd (FLRN)	0.2	$674k	-14%	23k	30.00	View chart
Cigna Corp (CI)	0.2	$667k	-3%	2.5k	266.79	View chart
American Tower Reit (AMT)	0.2	$662k	NEW	3.8k	172.56	View chart
Elevation Series Trust Trueshares Oct (OCTZ)	0.2	$660k	NEW	16k	41.10	View chart
Elevation Series Trust Trueshares Strcd (JANZ)	0.2	$656k	-49%	18k	36.76	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	0.2	$654k	-49%	26k	25.04	View chart
CRH Ord (CRH)	0.2	$652k	-3%	6.2k	105.11	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$651k		493.00	1320.77	View chart
American Express Company (AXP)	0.2	$649k		2.1k	302.51	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$648k	+2%	9.4k	68.78	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.2	$646k		14k	48.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.2	$646k		19k	33.62	View chart
Pulte (PHM)	0.2	$631k	-3%	5.4k	117.62	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$629k		13k	49.69	View chart
Iqvia Holdings (IQV)	0.2	$622k	-3%	3.6k	170.54	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$620k	-4%	7.1k	87.84	View chart
Steris Shs Usd (STE)	0.1	$616k	-3%	2.8k	221.15	View chart
Southern Copper Corporation (SCCO)	0.1	$605k		3.5k	172.04	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$591k	-3%	3.0k	198.27	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$576k		6.0k	95.48	View chart
Eli Lilly & Co. (LLY)	0.1	$573k		623.00	919.82	View chart
Kla Corp Com New (KLAC)	0.1	$555k		377.00	1472.79	View chart
Amphenol Corp Cl A (APH)	0.1	$547k	+2%	4.3k	126.34	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$543k	+15%	9.2k	58.86	View chart
Marathon Petroleum Corp (MPC)	0.1	$527k		2.2k	244.22	View chart
Portland Gen Elec Com New (POR)	0.1	$522k	-3%	9.9k	52.77	View chart
PPL Corporation (PPL)	0.1	$518k	-2%	14k	38.20	View chart
Genuine Parts Company (GPC)	0.1	$518k	-3%	4.9k	105.75	View chart
Strategy Newfound Reslv (ROMO)	0.1	$514k	+46%	16k	31.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$509k	+30%	11k	46.13	View chart
Monolithic Power Systems (MPWR)	0.1	$504k	+5%	461.00	1092.32	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$502k	-4%	8.5k	59.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$502k		9.2k	54.72	View chart
RBB F/m Us Treasury (TBIL)	0.1	$499k		10k	49.86	View chart
Innovator Etfs Trust Grwt Aclrtd Plus (QTJL)	0.1	$497k	-12%	13k	38.46	View chart
Ssga Active Tr State Street Fix (FISR)	0.1	$490k	+121%	19k	25.72	View chart
Gold Fields Sponsored Adr (GFI)	0.1	$486k		11k	45.40	View chart
Autoliv (ALV)	0.1	$483k	-2%	4.6k	105.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$475k	-6%	12k	39.94	View chart
Delta Air Lines Com New (DAL)	0.1	$470k	NEW	7.1k	66.48	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$470k	NEW	14k	32.56	View chart
Nextera Energy (NEE)	0.1	$466k		5.0k	92.36	View chart
Crossamerica Partners Ut Ltd Ptn Int (CAPL)	0.1	$462k	+80%	22k	20.78	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$460k	-26%	9.6k	47.70	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$458k	-20%	9.4k	48.85	View chart
Enterprise Products Partners (EPD)	0.1	$458k		12k	37.84	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$456k		3.4k	132.90	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$455k		8.1k	56.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$452k	-5%	15k	31.25	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$451k	-2%	1.9k	233.28	View chart
Kimberly-Clark Corporation (KMB)	0.1	$443k	-2%	4.6k	96.48	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$442k	+7%	1.2k	383.31	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$436k	+15%	1.3k	337.84	View chart
Monster Beverage Corp (MNST)	0.1	$425k		5.9k	72.45	View chart
Applied Materials (AMAT)	0.1	$422k		1.2k	341.77	View chart
Pepsi (PEP)	0.1	$422k	NEW	2.7k	155.29	View chart
Union Pacific Corporation (UNP)	0.1	$421k		1.7k	242.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$418k		1.9k	215.10	View chart
Spdr Series Trust State Street Spd (SPLB)	0.1	$417k	NEW	19k	22.22	View chart
Kinder Morgan (KMI)	0.1	$415k	+3%	12k	33.53	View chart
Palantir Technologies Cl A (PLTR)	0.1	$413k	-10%	2.8k	146.28	View chart
Old Dominion Freight Line (ODFL)	0.1	$408k		2.1k	195.38	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.1	$401k	-6%	9.5k	42.23	View chart
Garmin SHS (GRMN)	0.1	$399k		1.7k	231.96	View chart
Qualcomm (QCOM)	0.1	$398k	+7%	3.1k	128.79	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$398k	NEW	16k	24.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$396k		9.8k	40.31	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$396k		1.1k	370.68	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$382k		4.1k	92.75	View chart
Advanced Drain Sys Inc Del (WMS)	0.1	$379k		2.8k	137.12	View chart
Palo Alto Networks (PANW)	0.1	$373k	+18%	2.3k	160.29	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$372k		7.1k	52.49	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.1	$369k		3.0k	124.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$367k	-14%	1.3k	286.86	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$364k	NEW	2.2k	168.85	View chart
XP Cl A (XP)	0.1	$360k		19k	19.04	View chart
IDEXX Laboratories (IDXX)	0.1	$359k		638.00	561.89	View chart
Parker-Hannifin Corporation (PH)	0.1	$357k		399.00	895.32	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$355k	NEW	19k	18.29	View chart
Illinois Tool Works (ITW)	0.1	$352k		1.4k	260.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$348k	-96%	7.2k	48.49	View chart
Novartis Sponsored Adr (NVS)	0.1	$347k		2.3k	152.73	View chart
InterDigital (IDCC)	0.1	$345k	+2%	1.1k	302.03	View chart
Gra (GGG)	0.1	$344k		4.1k	84.65	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.1	$342k	-27%	8.7k	39.14	View chart
Canadian Natl Ry (CNI)	0.1	$341k		3.3k	102.76	View chart
Sandisk Corp (SNDK)	0.1	$341k	NEW	536.00	635.34	View chart
Elevation Series Trust Trueshares Struc (SEPZ)	0.1	$340k	-50%	8.4k	40.61	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$340k	NEW	4.1k	83.77	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$337k	NEW	3.5k	95.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$335k	-2%	8.2k	40.86	View chart
Federated Hermes CL B (FHI)	0.1	$334k		5.9k	56.71	View chart
Elevation Series Trust Trueshares Struc (AUGZ)	0.1	$333k	NEW	8.2k	40.64	View chart
Elevation Series Trust Trueshares Dec (DECZ)	0.1	$331k	-50%	8.5k	38.83	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$331k	-2%	8.6k	38.67	View chart
Aim Etf Products Trust Allianzim Us Equ (SEPU)	0.1	$330k	NEW	12k	28.00	View chart
Aim Etf Products Trust Allianzim U S Eq (FLJJ)	0.1	$329k	NEW	11k	31.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$328k	+22%	3.4k	97.13	View chart
CenterPoint Energy (CNP)	0.1	$326k		7.5k	43.16	View chart
Gaming & Leisure Pptys (GLPI)	0.1	$325k		7.3k	44.37	View chart
Linde SHS (LIN)	0.1	$324k		653.00	495.83	View chart
Micron Technology (MU)	0.1	$323k	+7%	924.00	349.33	View chart
Servicenow (NOW)	0.1	$322k	-22%	3.1k	104.55	View chart
Cadence Design Systems (CDNS)	0.1	$320k		1.2k	277.75	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$315k	NEW	4.1k	76.51	View chart
Jack Henry & Associates (JKHY)	0.1	$311k		2.0k	158.02	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$309k		5.4k	57.07	View chart
Simon Property (SPG)	0.1	$309k		1.7k	186.52	View chart
Ishares Msci Netherl Etf (EWN)	0.1	$305k	NEW	5.3k	57.51	View chart
Cintas Corporation (CTAS)	0.1	$304k		1.8k	169.13	View chart
Elevation Series Trust S&p Autocallable (PAYM)	0.1	$303k	NEW	14k	21.95	View chart
Moody's Corporation (MCO)	0.1	$300k		688.00	436.34	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$298k		8.8k	33.98	View chart
Fastenal Company (FAST)	0.1	$297k		6.4k	46.40	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$297k		8.8k	33.93	View chart
Ishares Msci Hong Kg Etf (EWH)	0.1	$297k	NEW	13k	23.09	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$296k	-25%	9.2k	32.03	View chart
Wells Fargo & Company (WFC)	0.1	$295k		3.7k	79.61	View chart
Cactus Cl A (WHD)	0.1	$294k		6.2k	47.37	View chart
Abbvie (ABBV)	0.1	$292k	+4%	1.3k	217.49	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$291k		7.1k	41.17	View chart
Commerce Bancshares (CBSH)	0.1	$291k		5.9k	49.20	View chart
Autodesk (ADSK)	0.1	$291k	-3%	1.2k	239.30	View chart
Netease Sponsored Ads (NTES)	0.1	$285k		2.6k	111.92	View chart
Kinsale Cap Group (KNSL)	0.1	$285k		835.00	341.67	View chart
Western Union Company (WU)	0.1	$280k		32k	8.73	View chart
Equity Lifestyle Properties (ELS)	0.1	$279k		4.5k	62.42	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$276k		7.9k	34.91	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$272k	-22%	828.00	328.66	View chart
Spdr Series Trust State Street Spd (EMHC)	0.1	$270k		11k	24.80	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$270k		6.7k	40.14	View chart
International Business Machines (IBM)	0.1	$269k		1.1k	242.39	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.1	$266k		5.0k	53.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$265k		444.00	597.55	View chart
NetApp (NTAP)	0.1	$264k		2.6k	102.41	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$263k	-33%	10k	26.30	View chart
Public Storage (PSA)	0.1	$258k		951.00	270.74	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.1	$254k		9.5k	26.81	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$252k		7.1k	35.44	View chart
Caterpillar (CAT)	0.1	$252k		372.00	676.08	View chart
Infosys Sponsored Adr (INFY)	0.1	$250k		19k	13.51	View chart
Onemain Holdings (OMF)	0.1	$249k		4.7k	53.49	View chart
Abbott Laboratories (ABT)	0.1	$249k		2.4k	102.69	View chart
Ferrari Nv Ord (RACE)	0.1	$243k		717.00	338.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$242k		7.9k	30.68	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$242k		2.1k	114.99	View chart
Eagle Materials (EXP)	0.1	$241k		1.3k	189.46	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$241k	-11%	7.2k	33.37	View chart
Paychex (PAYX)	0.1	$240k	+25%	2.6k	92.11	View chart
Palomar Hldgs (PLMR)	0.1	$239k		2.0k	119.50	View chart
SEI Investments Company (SEIC)	0.1	$238k		3.0k	78.48	View chart
Uber Technologies (UBER)	0.1	$237k	-62%	3.3k	71.93	View chart
Marsh & McLennan Companies (MRSH)	0.1	$234k		1.3k	173.49	View chart
Pentair SHS (PNR)	0.1	$229k		2.6k	87.12	View chart
Vistra Energy (VST)	0.1	$227k	+4%	1.5k	150.36	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$224k		3.7k	61.00	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$223k		4.2k	53.33	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$223k		2.8k	80.05	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$221k	NEW	2.4k	93.29	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$219k	NEW	1.1k	191.74	View chart
Philip Morris International (PM)	0.1	$218k		1.3k	165.34	View chart
Lennox International (LII)	0.1	$218k		469.00	464.16	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$216k		733.00	295.12	View chart
Costco Wholesale Corporation (COST)	0.1	$210k	NEW	211.00	996.43	View chart
Occidental Petroleum Corporation (OXY)	0.1	$210k	NEW	3.2k	65.00	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$208k	-11%	5.0k	41.72	View chart
Lockheed Martin Corporation (LMT)	0.0	$206k	NEW	341.00	604.75	View chart
Raytheon Technologies Corp (RTX)	0.0	$202k	NEW	1.1k	184.06	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$176k	NEW	17k	10.38	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.0	$93k	-2%	13k	6.95	View chart
Trx Gold Corporation (TRX)	0.0	$17k	NEW	11k	1.50	View chart
Stewart Information Services Corporation (STC)	0.0	$6.2k		50k	0.12	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 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
Outlook Wealth Advisors 2022 Q1 restated filed July 28, 2022

View all past filings

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