Outlook Wealth Advisors

Outlook Wealth Advisors as of March 31, 2022

Portfolio Holdings for Outlook Wealth Advisors

Outlook Wealth Advisors holds 196 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Commom Stock (ITOT) 5.5 $16M 162k 100.94
Wisdomtree Tr Commom Stock (DGRW) 4.9 $15M 230k 63.67
Ishares Tr Commom Stock (IVV) 4.3 $13M 28k 453.71
Ishares Tr Commom Stock (IYE) 3.5 $11M 259k 40.92
Ishares Tr Commom Stock (TIP) 3.5 $11M 84k 124.57
Ishares Tr Commom Stock (HYDB) 3.5 $10M 214k 48.73
Ishares Tr Commom Stock (IJR) 3.1 $9.2M 86k 107.89
Stewart Information Svcs Cor Commom Stock (STC) 2.9 $8.8M 145k 60.61
Ishares Tr Commom Stock (IXG) 2.4 $7.2M 91k 79.45
Innovator Etfs Tr Commom Stock (PSEP) 2.4 $7.2M 240k 30.07
Ishares Tr Commom Stock (FALN) 2.4 $7.1M 257k 27.76
Ishares Tr Commom Stock (IXN) 2.2 $6.4M 111k 58.01
Ishares Tr Commom Stock (IHI) 2.1 $6.2M 102k 60.95
Spdr Ser Tr Commom Stock (QUS) 1.7 $5.0M 40k 124.61
Invesco Exchange Traded Fd T Commom Stock (RSP) 1.5 $4.5M 29k 157.71
Spdr Ser Tr Commom Stock (SPTM) 1.5 $4.5M 80k 55.59
Spdr Ser Tr Commom Stock (SPLG) 1.3 $3.9M 74k 53.13
Apple Commom Stock (AAPL) 1.2 $3.6M 21k 174.60
Invesco Qqq Tr Commom Stock (QQQ) 1.1 $3.2M 8.9k 362.58
Exxon Mobil Corp Commom Stock (XOM) 0.9 $2.7M 33k 82.61
Vanguard Index Fds Commom Stock (VTI) 0.9 $2.7M 12k 227.68
Microsoft Corp Commom Stock (MSFT) 0.8 $2.3M 7.6k 308.22
Vanguard Index Fds Commom Stock (VUG) 0.8 $2.3M 8.0k 287.59
Vanguard Malvern Fds Commom Stock (VTIP) 0.8 $2.3M 45k 51.19
Spdr Index Shs Fds Commom Stock (QEFA) 0.8 $2.3M 32k 72.16
Ishares Tr Commom Stock (USMV) 0.7 $2.2M 29k 77.58
Chevron Corp Commom Stock (CVX) 0.7 $2.2M 14k 162.81
Johnson & Johnson Commom Stock (JNJ) 0.7 $2.0M 11k 177.13
Vanguard Bd Index Fds Commom Stock (BSV) 0.6 $1.9M 25k 77.90
Ishares Tr Commom Stock (IVW) 0.6 $1.9M 25k 76.36
Eaton Vance Tax-managed Buy- Commom Stock (ETV) 0.6 $1.8M 116k 15.62
Spdr Ser Tr Commom Stock (SPSM) 0.6 $1.8M 43k 42.08
Spdr Ser Tr Commom Stock (FLRN) 0.6 $1.8M 58k 30.50
Ishares Tr Commom Stock (IJH) 0.6 $1.8M 6.6k 268.29
Innovator Etfs Tr Commom Stock (BSEP) 0.6 $1.7M 53k 32.63
Spdr Gold Tr Commom Stock (GLD) 0.6 $1.7M 9.6k 180.55
Vanguard World Fds Commom Stock (VGT) 0.6 $1.7M 4.1k 416.40
Alphabet Commom Stock (GOOGL) 0.6 $1.6M 593.00 2780.78
Vanguard Index Fds Commom Stock (VTV) 0.5 $1.6M 11k 147.79
Vanguard Index Fds Commom Stock (VNQ) 0.5 $1.5M 14k 108.42
Vanguard Index Fds Commom Stock (VB) 0.5 $1.5M 7.2k 212.50
Victory Portfolios Ii Commom Stock (USTB) 0.5 $1.5M 30k 49.88
Ssga Active Etf Tr Commom Stock (SRLN) 0.5 $1.5M 33k 44.94
Ishares Tr Commom Stock (IYW) 0.5 $1.5M 14k 103.04
Home Depot Commom Stock (HD) 0.5 $1.5M 4.9k 299.31
J P Morgan Exchange-traded F Commom Stock (JEPI) 0.5 $1.5M 24k 61.37
Invesco Activly Mangd Etc Commom Stock (PDBC) 0.5 $1.5M 82k 17.65
Ishares Commom Stock (EMXC) 0.5 $1.4M 25k 58.16
Invesco Exch Trd Slf Idx Commom Stock (BSCO) 0.5 $1.4M 69k 21.09
Spdr Ser Tr Commom Stock (SPMD) 0.5 $1.4M 31k 47.18
First Tr Exchange-traded Commom Stock (FTSL) 0.5 $1.4M 31k 47.06
Phillips Edison & Co Commom Stock (PECO) 0.5 $1.4M 42k 34.38
Ishares Tr Commom Stock (IJK) 0.5 $1.4M 19k 77.22
First Tr Exchange Traded Commom Stock (FXN) 0.5 $1.4M 87k 15.94
Invesco Exchange Traded Fd T Commom Stock (RSPT) 0.4 $1.3M 4.6k 289.16
Vanguard Scottsdale Fds Commom Stock (VMBS) 0.4 $1.3M 27k 50.11
Deere & Co Commom Stock (DE) 0.4 $1.3M 3.1k 415.54
Spdr Index Shs Fds Commom Stock (QEMM) 0.4 $1.2M 19k 64.07
Duke Realty Corp Commom Stock 0.4 $1.2M 21k 58.08
Nvidia Corporation Commom Stock (NVDA) 0.4 $1.2M 4.4k 272.71
Spdr Ser Tr Commom Stock (SPYD) 0.4 $1.2M 26k 43.91
Ishares Tr Commom Stock (IGE) 0.4 $1.1M 28k 40.47
Ishares Commom Stock (EUSA) 0.4 $1.1M 13k 84.82
First Tr Exchange Traded Commom Stock (FXO) 0.4 $1.1M 24k 45.88
Vanguard Tax-managed Intl Commom Stock (VEA) 0.4 $1.1M 23k 48.02
S&p Global Commom Stock (SPGI) 0.4 $1.1M 2.7k 410.22
Innovator Etfs Tr Commom Stock (BJUN) 0.4 $1.1M 32k 34.31
Innovator Etfs Tr Commom Stock (QTJL) 0.3 $1.0M 39k 26.99
Ishares Tr Commom Stock (IVE) 0.3 $1.0M 6.5k 155.79
Honeywell Intl Commom Stock (HON) 0.3 $1.0M 5.2k 194.62
Cadence Design System Commom Stock (CDNS) 0.3 $1.0M 6.1k 164.50
Visa Commom Stock (V) 0.3 $959k 4.3k 221.63
Cisco Sys Commom Stock (CSCO) 0.3 $948k 17k 55.71
Accenture Plc Ireland Commom Stock (ACN) 0.3 $943k 2.8k 337.27
Cognizant Technology Solutio Commom Stock (CTSH) 0.3 $923k 10k 89.59
First Tr Exchange Traded Commom Stock (FXR) 0.3 $917k 16k 56.54
Ishares Tr Commom Stock (IWR) 0.3 $916k 12k 77.98
Ishares Tr Commom Stock (SHYG) 0.3 $891k 20k 43.91
Nucor Corp Commom Stock (NUE) 0.3 $889k 6.0k 148.81
Nextera Energy Commom Stock (NEE) 0.3 $881k 10k 84.75
Zoetis Commom Stock (ZTS) 0.3 $869k 4.6k 188.46
Lam Research Corp Commom Stock (LRCX) 0.3 $867k 1.6k 536.84
Cvs Health Corp Commom Stock (CVS) 0.3 $864k 8.5k 101.14
Ishares Tr Commom Stock (ICVT) 0.3 $859k 10k 83.30
Pioneer Nat Res Commom Stock (PXD) 0.3 $843k 3.4k 250.00
Vanguard Intl Equity Index F Commom Stock (VWO) 0.3 $835k 18k 46.15
Cdw Corp Commom Stock (CDW) 0.3 $827k 4.6k 178.85
First Tr Exchange-traded Commom Stock (FCG) 0.3 $824k 34k 24.37
Interpublic Group Cos Commom Stock (IPG) 0.3 $824k 23k 35.40
Horizon Therapeutics Pub L Commom Stock 0.3 $822k 7.8k 105.29
Ishares Tr Commom Stock (IYC) 0.3 $819k 11k 75.10
Envista Holdings Corporation Commom Stock (NVST) 0.3 $804k 17k 48.75
Ssga Active Etf Tr Commom Stock (TOTL) 0.3 $803k 18k 44.81
Procter And Gamble Commom Stock (PG) 0.3 $799k 5.2k 152.66
Aspen Technology Commom Stock 0.3 $798k 4.8k 165.39
Allstate Corp Commom Stock (ALL) 0.3 $792k 5.7k 138.51
Morgan Stanley Commom Stock (MS) 0.3 $785k 9.0k 87.41
Microchip Technology Commom Stock (MCHP) 0.3 $769k 10k 75.22
Regal Rexnord Corporation Commom Stock (RRX) 0.3 $762k 5.1k 148.80
General Mls Commom Stock (GIS) 0.3 $762k 11k 67.75
Norfolk Southn Corp Commom Stock (NSC) 0.3 $759k 2.7k 285.34
Comcast Corp Commom Stock (CMCSA) 0.2 $739k 16k 46.82
Ishares Tr Commom Stock (IWM) 0.2 $737k 3.6k 205.35
D R Horton Commom Stock (DHI) 0.2 $701k 9.4k 74.56
Community Healthcare Tr Commom Stock (CHCT) 0.2 $696k 17k 42.24
Ishares Tr Commom Stock (IJJ) 0.2 $695k 6.3k 109.69
Vanguard Bd Index Fds Commom Stock (BIV) 0.2 $694k 8.5k 81.91
Te Connectivity Commom Stock (TEL) 0.2 $687k 5.2k 130.93
Vanguard World Fds Commom Stock (VAW) 0.2 $682k 3.5k 194.14
Tractor Supply Commom Stock (TSCO) 0.2 $682k 2.9k 233.72
Amazon Commom Stock (AMZN) 0.2 $681k 209.00 3258.37
Truist Finl Corp Commom Stock (TFC) 0.2 $670k 12k 56.77
Analog Devices Commom Stock (ADI) 0.2 $667k 4.0k 164.98
Bank New York Mellon Corp Commom Stock (BK) 0.2 $652k 13k 49.60
Vanguard Charlotte Fds Commom Stock (BNDX) 0.2 $648k 12k 52.48
Mondelez Intl Commom Stock (MDLZ) 0.2 $627k 10k 62.77
Ssga Active Etf Tr Commom Stock (RLY) 0.2 $620k 20k 30.79
Grainger W W Commom Stock (GWW) 0.2 $618k 1.2k 515.86
Conocophillips Commom Stock (COP) 0.2 $616k 6.2k 99.98
Iron Mtn Commom Stock (IRM) 0.2 $616k 11k 55.35
Verizon Communications Commom Stock (VZ) 0.2 $610k 12k 50.97
Hannon Armstrong Sust Infr C Commom Stock (HASI) 0.2 $601k 13k 47.39
Advanced Micro Devices Commom Stock (AMD) 0.2 $585k 5.4k 109.33
American Tower Corp Commom Stock (AMT) 0.2 $564k 2.2k 250.78
Kimberly-clark Corp Commom Stock (KMB) 0.2 $558k 4.5k 123.29
Best Buy Commom Stock (BBY) 0.2 $551k 6.1k 90.95
Ishares Gold Tr Commom Stock (IAU) 0.2 $550k 15k 36.82
Darling Ingredients Commom Stock (DAR) 0.2 $549k 6.8k 80.40
Tapestry Commom Stock (TPR) 0.2 $548k 15k 37.09
Mcdonalds Corp Commom Stock (MCD) 0.2 $534k 2.2k 247.22
Target Corp Commom Stock (TGT) 0.2 $528k 2.5k 212.13
Fidelity Natl Information Sv Commom Stock (FIS) 0.2 $525k 5.2k 100.56
Berkshire Hathaway Inc Del Commom Stock (BRK.B) 0.2 $511k 1.4k 352.90
Ishares Tr Commom Stock (ILCG) 0.2 $507k 7.8k 65.04
Syneos Health Commom Stock 0.2 $504k 6.2k 81.04
Belpointe Prep Commom Stock (OZ) 0.2 $499k 5.0k 99.88
American Express Commom Stock (AXP) 0.2 $486k 2.6k 187.28
Avery Dennison Corp Commom Stock (AVY) 0.2 $473k 2.7k 173.64
Eversource Energy Commom Stock (ES) 0.2 $471k 5.3k 88.14
Ishares Tr Commom Stock (HYG) 0.2 $464k 5.6k 82.25
Ishares Tr Commom Stock (IJT) 0.2 $460k 3.7k 125.00
Innovator Etfs Tr Commom Stock (KJUL) 0.2 $459k 18k 25.72
Ishares Tr Commom Stock (STIP) 0.2 $459k 4.4k 104.84
Select Sector Spdr Tr Commom Stock (XLK) 0.2 $454k 2.9k 158.96
Spdr S&p 500 Etf Tr Commom Stock (SPY) 0.2 $454k 1.0k 451.29
Iqvia Hldgs Commom Stock (IQV) 0.1 $442k 1.9k 231.05
Cigna Corp Commom Stock (CI) 0.1 $437k 1.8k 239.58
First Tr Exchng Traded Fd Vi Commom Stock (FJUL) 0.1 $424k 12k 36.11
Williams Cos Commom Stock (WMB) 0.1 $407k 12k 33.35
Ishares Tr Commom Stock (IJS) 0.1 $392k 3.8k 102.40
Spdr Index Shs Fds Commom Stock (GWX) 0.1 $380k 11k 35.12
Ishares Tr Commom Stock (GBF) 0.1 $358k 3.2k 113.36
Ishares Tr Commom Stock (FLOT) 0.1 $356k 7.0k 50.54
Ishares Tr Commom Stock (IGV) 0.1 $337k 977.00 344.93
Ishares Tr Commom Stock (IWV) 0.1 $334k 1.3k 262.37
Ishares U S Etf Tr Commom Stock (IGBH) 0.1 $314k 13k 24.07
Ishares Commom Stock (IEMG) 0.1 $311k 5.6k 55.67
Innovator Etfs Tr Commom Stock (BAUG) 0.1 $310k 9.5k 32.68
Applied Matls Commom Stock (AMAT) 0.1 $305k 2.3k 132.15
Walmart Commom Stock (WMT) 0.1 $302k 2.0k 149.06
Ishares Tr Commom Stock (IEFA) 0.1 $302k 4.4k 69.36
Vanguard Bd Index Fds Commom Stock (BLV) 0.1 $296k 3.2k 91.67
Innovator Etfs Tr Commom Stock (BMAY) 0.1 $292k 8.9k 32.71
Spdr Ser Tr Commom Stock (SPTS) 0.1 $292k 9.9k 29.62
Select Sector Spdr Tr Commom Stock (XLV) 0.1 $287k 2.1k 136.80
Spdr Ser Tr Commom Stock (SPIB) 0.1 $287k 8.4k 34.24
Enterprise Prods Partners L Commom Stock (EPD) 0.1 $284k 11k 25.80
Blackstone Commom Stock (BX) 0.1 $273k 2.2k 126.86
Spdr Index Shs Fds Commom Stock (EWX) 0.1 $272k 4.8k 56.73
Broadcom Commom Stock (AVGO) 0.1 $269k 428.00 628.50
Ishares Tr Commom Stock (IMCG) 0.1 $269k 4.2k 64.31
Abbvie Commom Stock (ABBV) 0.1 $261k 1.6k 162.62
Mastercard Incorporated Commom Stock (MA) 0.1 $260k 727.00 357.63
Qualcomm Commom Stock (QCOM) 0.1 $259k 1.7k 152.71
Innovator Etfs Tr Commom Stock (BJAN) 0.1 $253k 7.0k 36.14
Ishares Tr Commom Stock (MBB) 0.1 $247k 2.4k 102.02
Intel Corp Commom Stock (INTC) 0.1 $245k 4.9k 49.62
Innovator Etfs Tr Commom Stock (BDEC) 0.1 $245k 7.2k 34.26
Jpmorgan Chase & Co Commom Stock (JPM) 0.1 $242k 1.8k 136.26
Select Sector Spdr Tr Commom Stock (XLY) 0.1 $235k 1.3k 184.89
Pfizer Commom Stock (PFE) 0.1 $234k 4.5k 51.71
Global X Fds Commom Stock (MLPX) 0.1 $232k 5.4k 42.66
Ishares Tr Commom Stock (CMBS) 0.1 $231k 4.6k 49.77
Disney Walt Commom Stock (DIS) 0.1 $230k 1.7k 137.07
Ishares Tr Commom Stock (IYH) 0.1 $229k 793.00 288.78
Innovator Etfs Tr Commom Stock (BAPR) 0.1 $228k 6.7k 33.88
Union Pac Corp Commom Stock (UNP) 0.1 $226k 828.00 272.95
First Tr Exchange-traded Commom Stock (FTXN) 0.1 $224k 8.5k 26.49
Occidental Pete Corp Commom Stock (OXY) 0.1 $223k 3.9k 56.73
Anthem Commom Stock (ELV) 0.1 $223k 454.00 491.19
Ashland Global Hldgs Commom Stock (ASH) 0.1 $216k 2.2k 98.63
Ishares Tr Commom Stock (SHY) 0.1 $208k 2.5k 83.37
Cornerstone Total Return Commom Stock (CRF) 0.1 $206k 15k 13.89
Southwestern Energy Commom Stock (SWN) 0.1 $193k 27k 7.18
Wipro Commom Stock (WIT) 0.0 $92k 12k 7.73
Suro Capital Corp Commom Stock (SSSS) 0.0 $88k 10k 8.65