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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, QQQ, VTV, BSEP, NVDA, and represent 19.31% of Outlook Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: XOM, IBB, IGV, IDGT, PBE, PEJ, PTH, PJP, SNDK, FISR.
Started 25 new stock positions in PJP, EMHY, JUNP, XOM, ARI, SPCX, CIBR, CAIE, HPE, ACII.
Reduced shares in these 10 stocks: FTXL (-$5.7M), , PTF, PKB, NVDA, PPA, IYW, HYDB, , JNK.
Sold out of its positions in EXP, Exxon Mobil Corporation, FTXL, GSEP, PKB, PTF, KMB, LII, GEN, PDI. PGR, ROK, JNK, UBER, VST, WMG, PNR.
Outlook Wealth Advisors was a net buyer of stock by $4.3M.
Outlook Wealth Advisors has $470M in assets under management (AUM), dropping by 1.64%.
Central Index Key (CIK): 0001767151

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Portfolio Holdings for Outlook Wealth Advisors

Outlook Wealth Advisors holds 313 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	4.8	$22M	+3%	29k	765.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.8	$18M		24k	739.78	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	3.8	$18M		83k	216.08	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	3.7	$18M		325k	53.97	View chart
NVIDIA Corporation (NVDA)	3.2	$15M	-10%	66k	228.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	2.5	$12M		317k	36.55	View chart
Ishares Tr Intl Sel Div Etf (IDV)	2.2	$10M	+3%	247k	42.19	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$10M	+2%	77k	136.04	View chart
Ishares Tr High Yld Systm B (HYDB)	2.1	$10M	-8%	222k	44.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$9.4M		97k	96.88	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.7	$7.9M	+5%	87k	90.84	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.7	$7.8M	+2%	117k	66.79	View chart
Apple (AAPL)	1.6	$7.6M	-2%	23k	333.02	View chart
Aim Etf Products Trust Allia Us May Etf (MAYW)	1.4	$6.7M		188k	35.54	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$6.2M	+3%	78k	79.14	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.2	$5.7M	+3%	110k	51.23	View chart
Microsoft Corporation (MSFT)	1.1	$5.0M	-4%	9.8k	512.88	View chart
Aim Etf Products Trust Allia Us Jan Etf (JANW)	1.0	$4.5M	-2%	115k	39.56	View chart
Ishares Tr 3yrtb Etf (ISHG)	0.9	$4.3M	+3%	58k	74.06	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.9	$4.3M	NEW	26k	162.75	View chart
Aim Etf Products Trust Allia Us Jun Etf (JUNW)	0.9	$4.3M		122k	34.88	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.8	$4.0M	+2%	110k	36.09	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$3.9M	-17%	5.2k	762.63	View chart
Aim Etf Products Trust Allia Us Feb Etf (FEBW)	0.8	$3.9M		107k	36.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.8	$3.9M	+7%	82k	47.11	View chart
Northern Lts Fd Tr Iii Coun Qua Equ Etf (CPAI)	0.8	$3.7M	+29%	73k	51.69	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.8	$3.7M	+4%	41k	90.11	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.8	$3.6M	-2%	98k	36.52	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.8	$3.5M		45k	78.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$3.5M	-5%	10k	344.09	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.7	$3.4M	+7%	57k	60.68	View chart
Johnson & Johnson (JNJ)	0.7	$3.4M		13k	264.74	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.7	$3.3M	+26%	37k	89.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.7	$3.2M	-19%	73k	43.92	View chart
Elevation Series Trust True Se Buff Etf (ONEZ)	0.7	$3.2M		113k	28.00	View chart
Lam Research Corp Com New (LRCX)	0.6	$3.0M	-5%	9.2k	328.51	View chart
Chevron Corporation (CVX)	0.6	$2.9M	-8%	14k	204.22	View chart
Sandisk Corp (SNDK)	0.6	$2.8M	+57%	1.6k	1739.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.6	$2.7M	+5%	43k	62.60	View chart
Ishares Tr Ishares Biotech (IBB)	0.5	$2.5M	+311%	12k	210.53	View chart
Stewart Information Services Corporation (STC)	0.5	$2.5M		50k	49.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$2.4M		12k	208.03	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.5	$2.4M	+4%	49k	50.35	View chart
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)	0.5	$2.4M		24k	100.91	View chart
Ssga Active Tr State Street Us (XLSR)	0.5	$2.4M		36k	66.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$2.3M	+7%	33k	70.61	View chart
Broadcom (AVGO)	0.5	$2.2M	-2%	6.3k	351.18	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$2.2M	+10%	46k	46.87	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.5	$2.1M		5.7k	374.24	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$2.1M	-32%	7.9k	264.91	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.4	$2.0M	-3%	33k	60.86	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.4	$2.0M	+9%	132k	14.92	View chart
Ishares Tr Expanded Tech (IGV)	0.4	$2.0M	+563%	19k	106.48	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$1.9M	+5%	37k	51.05	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.4	$1.9M		43k	43.99	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$1.9M		24k	78.10	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.4	$1.8M	+20%	37k	50.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.4	$1.8M	+6%	50k	36.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$1.8M	-9%	37k	49.68	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$1.8M	+10%	23k	76.40	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.4	$1.7M	+29%	48k	35.26	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.7M	+18%	4.5k	380.84	View chart
Meta Platforms Cl A (META)	0.3	$1.6M	-4%	2.3k	725.34	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.3	$1.6M	+36%	20k	80.60	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.3	$1.6M	+32%	40k	41.18	View chart
Ishares Tr Us Digi Real Etf (IDGT)	0.3	$1.6M	NEW	14k	112.43	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.3	$1.6M	+31%	9.0k	176.15	View chart
Cisco Systems (CSCO)	0.3	$1.6M	-5%	15k	107.63	View chart
Phillips Edison & Co Common Stock (PECO)	0.3	$1.6M		42k	37.34	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$1.6M	-4%	14k	112.93	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.3	$1.5M	+8%	54k	28.11	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.3	$1.5M	-10%	29k	51.76	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.3	$1.5M	+5%	30k	49.68	View chart
Invesco Exchange Traded Fd T Biotechnology (PBE)	0.3	$1.5M	NEW	15k	97.29	View chart
Invesco Exchange Traded Fd T Next Gen Con Etf (KNCT)	0.3	$1.5M	-34%	7.1k	204.92	View chart
Tema Etf Trust Electrification (VOLT)	0.3	$1.4M	-2%	41k	35.43	View chart
Invesco Exchange Traded Fd T Leisu Entmt Etf (PEJ)	0.3	$1.4M	NEW	23k	61.98	View chart
Invesco Exchange Traded Fd T Dors Wr Heal Etf (PTH)	0.3	$1.4M	NEW	23k	60.76	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.3	$1.4M	NEW	11k	123.31	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.3	$1.4M	-46%	8.9k	154.61	View chart
Innovator Etfs Trust Premium Inc 30 B (OCTJ)	0.3	$1.3M	+3%	57k	23.88	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M	-3%	4.1k	330.80	View chart
Micron Technology (MU)	0.3	$1.3M	-2%	1.2k	1065.15	View chart
Invesco Exchange Traded Fd T Oil Gas Svc Etf (PXJ)	0.3	$1.3M	-28%	30k	43.41	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$1.3M	+12%	29k	44.41	View chart
Amphenol Corp Cl A (APH)	0.3	$1.3M	+91%	15k	84.30	View chart
Visa Com Cl A (V)	0.3	$1.3M	-5%	3.5k	359.33	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.3M	+8%	16k	78.31	View chart
Ishares Tr North Amern Nat (IGE)	0.3	$1.2M		20k	61.63	View chart
Teradyne (TER)	0.3	$1.2M	-4%	3.0k	400.89	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$1.2M	+9%	24k	49.55	View chart
Hf Sinclair Corp (DINO)	0.2	$1.2M	-20%	11k	107.32	View chart
Nuveen Global High Income SHS (JGH)	0.2	$1.2M	+8%	99k	11.74	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.2M		9.2k	125.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$1.1M		24k	46.86	View chart
Nxp Semiconductors N V (NXPI)	0.2	$1.1M	-6%	4.7k	237.53	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.1M	+4%	3.9k	280.09	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.1M		6.4k	166.27	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXD)	0.2	$1.1M		34k	31.39	View chart
Bank of New York Mellon Corporation (BNY)	0.2	$1.0M	-9%	7.1k	144.63	View chart
Elevation Series Trust True Qu Bear Etf (QBER)	0.2	$1.0M		43k	23.82	View chart
Blackrock Etf Trust Ii Isha Floa Ln Etf (BRLN)	0.2	$1.0M		20k	50.80	View chart
Procter & Gamble Company (PG)	0.2	$1.0M	-2%	6.9k	145.28	View chart
Innovator Etfs Trust Prem Inc 20 Barr (OCTH)	0.2	$994k	-3%	42k	23.83	View chart
Strategy Newfound Reslv (ROMO)	0.2	$993k	+35%	29k	34.16	View chart
Amazon (AMZN)	0.2	$993k		4.0k	249.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.2	$938k	+8%	17k	56.57	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$926k	+2%	5.2k	177.12	View chart
Iqvia Holdings (IQV)	0.2	$923k	-7%	3.4k	268.82	View chart
ConocoPhillips (COP)	0.2	$910k	+6%	7.3k	125.14	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$893k	-9%	3.7k	241.32	View chart
Marathon Petroleum Corp (MPC)	0.2	$893k	+4%	2.3k	395.49	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.2	$887k		18k	48.46	View chart
Johnson Controls Internation SHS (JCI)	0.2	$885k	-7%	6.0k	148.66	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.2	$881k	+12%	3.1k	284.49	View chart
Eaton Corp SHS (ETN)	0.2	$878k		2.0k	429.75	View chart
Ssga Active Tr St Str Secto Etf (FISR)	0.2	$874k	NEW	36k	24.41	View chart
Simplify Exchange Traded Fun Targe 15 Etf (XV)	0.2	$864k	NEW	36k	24.10	View chart
Aramark Hldgs (ARMK)	0.2	$850k	-5%	16k	53.55	View chart
Innovator Etfs Trust Inde Aut Inc Etf (ACII)	0.2	$850k	NEW	34k	25.40	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$850k	-7%	469.00	1811.93	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$848k	+12%	12k	72.86	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$846k		18k	46.65	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$846k	-2%	20k	43.18	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.2	$845k	NEW	32k	26.62	View chart
Wal-Mart Stores (WMT)	0.2	$834k		8.0k	103.92	View chart
Palo Alto Networks (PANW)	0.2	$813k		2.0k	397.23	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.2	$776k	-5%	14k	54.63	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$776k		7.1k	109.62	View chart
S&p Global (SPGI)	0.2	$771k		2.0k	394.39	View chart
Bank of America Corporation (BAC)	0.2	$767k	-7%	14k	54.43	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.2	$757k	NEW	20k	38.74	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$756k		8.4k	89.63	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.2	$750k	+35%	29k	25.87	View chart
SLB Com Stk (SLB)	0.2	$736k	-5%	15k	48.72	View chart
Mastercard Incorporated Cl A (MA)	0.2	$733k		1.3k	551.53	View chart
Home Depot (HD)	0.2	$725k		2.5k	284.48	View chart
Eli Lilly & Co. (LLY)	0.2	$723k		625.00	1157.17	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$717k	+21%	11k	62.73	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.2	$714k		13k	54.64	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$708k		1.2k	608.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.2	$707k		18k	38.43	View chart
Oracle Corporation (ORCL)	0.2	$706k	-7%	5.1k	137.31	View chart
Pgim Rock Etf Tr S&p 500 Buffer (JUNP)	0.2	$706k	NEW	22k	32.32	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$706k	+4%	27k	25.93	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$706k	+3%	3.6k	195.75	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$705k		6.0k	116.97	View chart
SYSCO Corporation (SYY)	0.1	$704k	-5%	9.0k	77.96	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$701k		13k	52.86	View chart
Allstate Corporation (ALL)	0.1	$696k	-6%	3.1k	221.86	View chart
Howmet Aerospace (HWM)	0.1	$688k	-10%	3.0k	226.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$682k	-2%	1.4k	497.95	View chart
Kla Corp Com New (KLAC)	0.1	$677k	-4%	3.5k	194.93	View chart
Tapestry (TPR)	0.1	$657k	-8%	5.7k	115.05	View chart
Cigna Corp (CI)	0.1	$653k	-5%	2.4k	271.86	View chart
Southern Copper Corporation (SCCO)	0.1	$650k	-4%	3.2k	202.65	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$648k	-5%	6.7k	97.24	View chart
At&t (T)	0.1	$630k	-6%	26k	24.40	View chart
Ishares Msci Netherl Etf (EWN)	0.1	$627k	+34%	9.2k	67.75	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$627k	+7%	1.4k	456.05	View chart
Diamondback Energy (FANG)	0.1	$623k	-9%	3.4k	183.83	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$619k	+34%	7.3k	85.11	View chart
Applied Materials (AMAT)	0.1	$617k		1.2k	511.24	View chart
Innovator Etfs Trust Intl De Pwr Dece (IDEC)	0.1	$615k	+9%	18k	34.53	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$614k	+32%	6.9k	88.76	View chart
American Express Company (AXP)	0.1	$602k	-6%	2.0k	304.12	View chart
American Tower Reit (AMT)	0.1	$601k	-5%	3.7k	163.70	View chart
TJX Companies (TJX)	0.1	$599k	-7%	4.5k	132.30	View chart
Delta Air Lines Com New (DAL)	0.1	$578k	-4%	6.9k	83.46	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$574k	+6%	10k	55.42	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$571k	+38%	34k	17.00	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.1	$560k		18k	30.84	View chart
Monolithic Power Systems (MPWR)	0.1	$559k	-4%	415.00	1345.86	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$553k	+66%	23k	23.85	View chart
Steris Shs Usd (STE)	0.1	$550k	-6%	2.6k	209.98	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$546k	+5%	9.9k	55.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$540k		11k	47.89	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$539k		28k	19.37	View chart
Ishares Msci Hong Kg Etf (EWH)	0.1	$536k	+41%	24k	22.11	View chart
NetApp (NTAP)	0.1	$528k	-2%	2.5k	210.06	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$521k	-7%	2.8k	183.34	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$518k		8.2k	63.04	View chart
Qualcomm (QCOM)	0.1	$515k	-3%	2.8k	184.01	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$509k		9.0k	56.66	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.1	$507k	-34%	13k	39.22	View chart
Innovator Etfs Trust Grwt Aclrtd Plus (QTJL)	0.1	$504k		12k	43.56	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$503k	-3%	9.3k	54.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$495k		12k	42.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$494k	-2%	2.1k	233.29	View chart
CVS Caremark Corporation (CVS)	0.1	$490k	-4%	5.7k	85.68	View chart
CRH Ord (CRH)	0.1	$485k	-6%	5.9k	82.80	View chart
Autoliv (ALV)	0.1	$482k	-6%	4.3k	111.90	View chart
Netflix (NFLX)	0.1	$481k	-8%	6.9k	69.58	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$481k	-8%	7.8k	61.26	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$471k		828.00	568.64	View chart
Honeywell International (HON)	0.1	$466k		2.2k	210.94	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$465k	-14%	9.2k	50.72	View chart
Garmin SHS (GRMN)	0.1	$465k	-4%	1.6k	286.80	View chart
Union Pacific Corporation (UNP)	0.1	$464k		1.7k	272.06	View chart
General Motors Company (GM)	0.1	$463k	-4%	6.0k	77.00	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$461k		1.1k	431.66	View chart
Monster Beverage Corp (MNST)	0.1	$457k	+90%	11k	41.62	View chart
RBB F/m Us Treasury (TBIL)	0.1	$455k	-9%	9.1k	49.85	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.1	$438k	+54%	22k	20.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$437k	-11%	13k	34.29	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.1	$434k	+200%	8.9k	48.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$432k	+9%	13k	32.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$431k		9.8k	43.81	View chart
PPL Corporation (PPL)	0.1	$429k	-5%	13k	32.89	View chart
Enterprise Products Partners (EPD)	0.1	$425k	+3%	12k	35.61	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.1	$423k		9.3k	45.57	View chart
Virtus Etf Tr Ii Virtus Newfleet (VSHY)	0.1	$422k	-18%	20k	21.16	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$421k	-5%	1.9k	222.61	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$420k		1.2k	340.74	View chart
Portland Gen Elec Com New (POR)	0.1	$414k	-6%	9.3k	44.63	View chart
Smucker J M Com New (SJM)	0.1	$407k	NEW	3.4k	118.91	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$406k		6.9k	59.12	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$405k		4.2k	97.45	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$401k		6.2k	64.48	View chart
Nextera Energy (NEE)	0.1	$395k		5.2k	75.74	View chart
Intel Corporation (INTC)	0.1	$380k	+11%	3.2k	120.23	View chart
Gold Fields Sponsored Adr (GFI)	0.1	$378k	-2%	11k	36.12	View chart
Servicenow (NOW)	0.1	$378k	-9%	2.8k	134.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$376k		6.1k	61.21	View chart
Cactus Cl A (WHD)	0.1	$376k		6.0k	62.22	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.1	$375k		8.7k	43.01	View chart
Parker-Hannifin Corporation (PH)	0.1	$375k		392.00	955.58	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$374k		8.2k	45.62	View chart
Advanced Micro Devices (AMD)	0.1	$371k		607.00	611.76	View chart
Kinder Morgan (KMI)	0.1	$362k	-2%	12k	30.15	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$360k		8.6k	42.03	View chart
Cadence Design Systems (CDNS)	0.1	$360k	-3%	1.1k	330.03	View chart
InterDigital (IDCC)	0.1	$356k		1.1k	326.13	View chart
Pepsi (PEP)	0.1	$354k		2.8k	126.73	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$348k	NEW	1.3k	264.75	View chart
Elevation Series Trust S&p Au De In Etf (PAYM)	0.1	$347k		14k	25.39	View chart
Old Dominion Freight Line (ODFL)	0.1	$346k	-3%	2.0k	173.83	View chart
XP Cl A (XP)	0.1	$344k	-12%	16k	21.00	View chart
Honeywell Aerospace (HONA)	0.1	$342k		2.2k	154.97	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$341k	-5%	3.3k	103.89	View chart
Canadian Natl Ry (CNI)	0.1	$341k	-13%	2.9k	118.91	View chart
Cintas Corporation (CTAS)	0.1	$340k	-4%	1.7k	195.06	View chart
Abbvie (ABBV)	0.1	$338k		1.3k	261.59	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$330k		8.0k	41.37	View chart
Simon Property (SPG)	0.1	$327k		1.6k	200.82	View chart
Federated Hermes CL B (FHI)	0.1	$326k		5.8k	56.37	View chart
Novartis Sponsored Adr (NVS)	0.1	$318k		2.2k	142.55	View chart
Fastenal Company (FAST)	0.1	$312k		6.3k	49.53	View chart
Advanced Drain Sys Inc Del (WMS)	0.1	$309k	-12%	2.4k	126.71	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$307k		6.9k	44.37	View chart
Illinois Tool Works (ITW)	0.1	$305k	-12%	1.2k	257.27	View chart
SEI Investments Company (SEIC)	0.1	$305k	-2%	3.0k	102.64	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$300k		5.3k	56.31	View chart
Moody's Corporation (MCO)	0.1	$300k	-4%	661.00	454.24	View chart
Wells Fargo & Company (WFC)	0.1	$300k		3.7k	80.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$297k	-2%	5.5k	53.58	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$295k		8.6k	34.30	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$291k		7.2k	40.39	View chart
IDEXX Laboratories (IDXX)	0.1	$287k	-12%	550.00	522.19	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$285k	NEW	2.5k	115.81	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$283k	+13%	8.6k	32.90	View chart
Spdr Series Trust St Str Usd Etf (EMHC)	0.1	$282k	+3%	12k	23.87	View chart
Commerce Bancshares (CBSH)	0.1	$282k	-13%	5.1k	54.74	View chart
CenterPoint Energy (CNP)	0.1	$281k		7.6k	36.80	View chart
Linde SHS (LIN)	0.1	$277k	-9%	584.00	474.77	View chart
Gra (GGG)	0.1	$276k	-11%	3.6k	76.84	View chart
Netease Sponsored Ads (NTES)	0.1	$276k	-10%	2.3k	121.16	View chart
Ferrari Nv Ord (RACE)	0.1	$276k	-5%	702.00	392.94	View chart
ResMed (RMD)	0.1	$276k	-15%	1.2k	221.18	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.1	$268k		9.5k	28.33	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$265k	-4%	4.8k	55.55	View chart
Palantir Technologies Cl A (PLTR)	0.1	$260k	NEW	1.4k	187.05	View chart
Caterpillar (CAT)	0.1	$260k	-6%	320.00	810.79	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$259k		7.2k	35.90	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$255k		6.8k	37.71	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$254k		4.2k	60.53	View chart
Philip Morris International (PM)	0.1	$252k	+3%	1.3k	190.82	View chart
Hewlett Packard Enterprise (HPE)	0.1	$248k	NEW	3.9k	63.89	View chart
Jack Henry & Associates (JKHY)	0.1	$247k	-13%	1.7k	143.24	View chart
Kinsale Cap Group (KNSL)	0.1	$245k	-12%	760.00	322.76	View chart
International Business Machines (IBM)	0.1	$242k		1.1k	219.93	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$242k	NEW	2.4k	103.07	View chart
Gaming & Leisure Pptys (GLPI)	0.1	$242k	-13%	6.4k	37.97	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$236k		2.1k	112.09	View chart
Public Storage (PSA)	0.1	$235k	-12%	832.00	282.72	View chart
Onemain Holdings (OMF)	0.0	$228k	-11%	4.1k	55.39	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$228k		2.5k	92.05	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$227k		5.0k	45.55	View chart
Equity Lifestyle Properties (ELS)	0.0	$226k	-13%	3.9k	58.34	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$225k		709.00	317.48	View chart
Paychex (PAYX)	0.0	$225k	-13%	2.3k	98.48	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$225k	NEW	1.5k	150.86	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$224k	-2%	1.5k	148.21	View chart
Autodesk (ADSK)	0.0	$223k	-13%	1.1k	208.90	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$221k		2.8k	78.32	View chart
Costco Wholesale Corporation (COST)	0.0	$220k	NEW	242.00	910.34	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$217k	-4%	2.3k	94.17	View chart
Palomar Hldgs (PLMR)	0.0	$216k	-13%	1.8k	123.30	View chart
Abbott Laboratories (ABT)	0.0	$215k	-11%	2.2k	98.83	View chart
Ypf Sociedad Anonima Sponsored Ads (YPF)	0.0	$209k	NEW	4.2k	50.13	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.0	$208k	NEW	4.1k	51.19	View chart
Marsh & McLennan Companies (MRSH)	0.0	$207k	-10%	1.2k	170.66	View chart
Occidental Petroleum Corporation (OXY)	0.0	$207k	NEW	3.7k	55.32	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.0	$205k		5.0k	41.02	View chart
Raytheon Technologies Corp (RTX)	0.0	$203k	-8%	1.1k	185.60	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$202k		2.4k	84.08	View chart
Arista Networks Com Shs (ANET)	0.0	$201k	NEW	989.00	203.59	View chart
Infosys Sponsored Adr (INFY)	0.0	$178k	-13%	17k	10.76	View chart
Western Union Company (WU)	0.0	$164k	-13%	28k	5.90	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$145k		16k	8.96	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.0	$84k		14k	6.16	View chart
Apollo Commercial Real Est. Finance (ARI)	0.0	$76k	NEW	12k	6.20	View chart
Trx Gold Corporation (TRX)	0.0	$13k		11k	1.21	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 Q3 filed Oct. 28, 2026
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

View all past filings

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