Outlook Wealth Advisors

Outlook Wealth Advisors as of March 31, 2025

Portfolio Holdings for Outlook Wealth Advisors

Outlook Wealth Advisors holds 262 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 5.3 $19M 415k 45.54
Ishares Tr Core S&p500 Etf (IVV) 5.1 $18M 32k 561.89
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) 4.4 $16M 560k 28.29
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 4.3 $15M 363k 42.20
Ishares Tr High Yld Systm B (HYDB) 3.8 $14M 288k 47.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.7 $13M 28k 468.93
Vanguard Index Fds Value Etf (VTV) 3.6 $13M 75k 172.74
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 2.7 $9.8M 295k 33.21
Spdr Ser Tr Bloomberg Invt (FLRN) 2.3 $8.2M 265k 30.82
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 2.0 $7.3M 245k 29.95
Stewart Information Services Corporation (STC) 2.0 $7.1M 100k 71.35
NVIDIA Corporation (NVDA) 1.8 $6.3M 59k 108.38
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.5 $5.4M 102k 52.37
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) 1.5 $5.2M 158k 33.11
Apple (AAPL) 1.4 $5.1M 23k 222.12
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 1.4 $5.0M 118k 42.47
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 1.2 $4.2M 111k 37.60
Ishares Tr Core Msci Eafe (IEFA) 1.2 $4.2M 55k 75.65
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 1.1 $4.0M 114k 35.12
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) 1.1 $3.9M 149k 26.15
Microsoft Corporation (MSFT) 1.0 $3.5M 9.3k 375.38
Exxon Mobil Corporation (XOM) 0.9 $3.3M 28k 118.93
Vanguard Index Fds Growth Etf (VUG) 0.8 $3.0M 8.2k 370.81
Innovator Etfs Trust Premium Inc 30 B (OCTJ) 0.7 $2.7M 113k 23.76
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.7 $2.6M 43k 60.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $2.4M 4.3k 559.39
Chevron Corporation (CVX) 0.7 $2.4M 14k 167.29
Innovator Etfs Trust GRWT100 PWR BF (NAPR) 0.7 $2.4M 50k 47.70
Johnson & Johnson (JNJ) 0.6 $2.2M 13k 165.85
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $2.1M 58k 36.41
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.6 $2.1M 46k 46.37
Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.1M 14k 154.64
Innovator Etfs Trust Nasdaq 100 Mana (QFLR) 0.6 $2.1M 76k 27.01
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.6 $2.0M 42k 48.79
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.6 $2.0M 40k 50.77
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $2.0M 11k 173.22
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.5 $1.9M 53k 35.82
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $1.9M 37k 51.05
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.5 $1.8M 139k 13.21
Blackrock Etf Trust Ii Ishares Floating (BRLN) 0.5 $1.8M 35k 51.88
Ishares Tr U.s. Tech Etf (IYW) 0.5 $1.7M 12k 140.44
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.5 $1.7M 42k 40.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.6M 5.9k 274.86
First Tr Exchange-traded Wtr Etf (FIW) 0.4 $1.6M 16k 100.71
Visa Com Cl A (V) 0.4 $1.6M 4.5k 350.47
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.6M 40k 39.37
First Tr Exchange Traded Nasdq Semcndtr (FTXL) 0.4 $1.6M 21k 75.55
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) 0.4 $1.6M 26k 58.96
Phillips Edison & Co Common Stock (PECO) 0.4 $1.5M 42k 36.49
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.4 $1.5M 41k 37.01
Meta Platforms Cl A (META) 0.4 $1.4M 2.5k 576.38
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.4 $1.4M 12k 116.55
Elevation Series Trust Trueshares Quart (QBER) 0.4 $1.3M 54k 24.79
Broadcom (AVGO) 0.4 $1.3M 7.9k 167.43
Nuveen Global High Income SHS (JGH) 0.4 $1.3M 97k 13.08
Invesco Exchange Traded Fd T Building & Const (PKB) 0.3 $1.2M 18k 67.33
Innovator Etfs Trust Prem Inc 20 Barr (OCTH) 0.3 $1.2M 50k 23.65
Howmet Aerospace (HWM) 0.3 $1.2M 9.0k 129.73
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.3 $1.1M 22k 49.85
Global X Fds Glb X Mlp Enrg I (MLPX) 0.3 $1.1M 17k 63.81
Invesco Exchange Traded Fd T Oil & Gas Servic (PXJ) 0.3 $1.1M 43k 25.64
Vanguard World Inf Tech Etf (VGT) 0.3 $1.1M 2.0k 542.38
Boston Scientific Corporation (BSX) 0.3 $1.1M 11k 100.88
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $1.1M 13k 81.76
Pimco Dynamic Income SHS (PDI) 0.3 $1.1M 54k 19.80
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.3 $1.1M 26k 40.50
First Tr Exchange Traded Indls Prod Dur (FXR) 0.3 $1.0M 15k 69.64
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.3 $1.0M 27k 38.41
S&p Global (SPGI) 0.3 $993k 2.0k 507.99
Honeywell International (HON) 0.3 $993k 4.7k 211.75
Ishares Gold Tr Ishares New (IAU) 0.3 $989k 17k 58.96
Bank of New York Mellon Corporation (BK) 0.3 $977k 12k 83.87
Netflix (NFLX) 0.3 $966k 1.0k 932.53
Tapestry (TPR) 0.3 $956k 14k 70.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $944k 19k 50.83
Home Depot (HD) 0.3 $943k 2.6k 366.51
Ishares Tr Conv Bd Etf (ICVT) 0.3 $941k 11k 83.61
Procter & Gamble Company (PG) 0.3 $934k 5.5k 170.42
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.3 $914k 26k 35.66
Zoetis Cl A (ZTS) 0.2 $887k 5.4k 164.64
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.2 $885k 21k 41.78
Mastercard Incorporated Cl A (MA) 0.2 $877k 1.6k 548.15
Fiserv (FI) 0.2 $854k 3.9k 220.83
ConocoPhillips (COP) 0.2 $825k 7.9k 105.02
Ishares Tr Us Home Cons Etf (ITB) 0.2 $815k 8.6k 95.21
ResMed (RMD) 0.2 $813k 3.6k 223.87
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $811k 21k 38.85
JPMorgan Chase & Co. (JPM) 0.2 $805k 3.3k 245.36
American Express Company (AXP) 0.2 $797k 3.0k 269.01
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $792k 10k 76.57
Amazon (AMZN) 0.2 $790k 4.2k 190.26
Ishares Tr North Amern Nat (IGE) 0.2 $782k 17k 45.47
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $779k 6.4k 122.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $779k 1.5k 532.58
Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.2 $765k 19k 39.67
Cisco Systems (CSCO) 0.2 $762k 12k 61.71
Johnson Ctls Intl SHS (JCI) 0.2 $752k 9.4k 80.11
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $740k 8.9k 83.28
Anthem (ELV) 0.2 $728k 1.7k 434.87
Pulte (PHM) 0.2 $704k 6.9k 102.80
Lam Research Corp Com New (LRCX) 0.2 $702k 9.7k 72.70
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.2 $700k 19k 37.78
Spdr Gold Tr Gold Shs (GLD) 0.2 $699k 2.4k 288.13
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $691k 6.6k 104.57
Palo Alto Networks (PANW) 0.2 $675k 4.0k 170.62
TJX Companies (TJX) 0.2 $665k 5.5k 121.79
Elevation Series Trust Trushares Bull (QBUL) 0.2 $665k 27k 24.86
Ishares Tr Large Cap Max Bu (SMAX) 0.2 $663k 27k 25.04
Kroger (KR) 0.2 $659k 9.7k 67.69
Reinsurance Grp Of America I Com New (RGA) 0.2 $651k 3.3k 196.88
Servicenow (NOW) 0.2 $650k 816.00 796.14
Innovator Etfs Trust Us Small Cap Pwr (KDEC) 0.2 $649k 28k 22.91
Listed Fd Tr Trueshares Struc (AUGZ) 0.2 $649k 17k 37.34
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $640k 9.1k 70.42
SYSCO Corporation (SYY) 0.2 $639k 8.5k 75.04
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $639k 8.0k 79.86
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.2 $633k 18k 35.80
Iron Mountain (IRM) 0.2 $627k 7.3k 86.04
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $616k 6.8k 90.59
Workday Cl A (WDAY) 0.2 $600k 2.6k 233.53
Iqvia Holdings (IQV) 0.2 $590k 3.3k 176.30
Bank of America Corporation (BAC) 0.2 $582k 14k 41.73
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $582k 19k 31.02
Spdr Ser Tr Bloomberg Enhncd (CERY) 0.2 $581k 21k 27.71
Wal-Mart Stores (WMT) 0.2 $579k 6.6k 87.79
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 0.2 $572k 14k 41.53
Vanguard Index Fds Small Cp Etf (VB) 0.2 $566k 2.6k 221.75
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.2 $540k 4.8k 113.12
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 0.1 $537k 13k 41.86
Kimberly-Clark Corporation (KMB) 0.1 $519k 3.7k 142.23
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.1 $516k 12k 43.18
PPL Corporation (PPL) 0.1 $511k 14k 36.11
Garmin SHS (GRMN) 0.1 $506k 2.3k 217.11
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.1 $498k 12k 42.45
Qualcomm (QCOM) 0.1 $497k 3.2k 153.59
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $497k 7.6k 65.76
Kinsale Cap Group (KNSL) 0.1 $486k 999.00 486.71
Brown & Brown (BRO) 0.1 $485k 3.9k 124.41
Ishares Tr Morningstar Grwt (ILCG) 0.1 $484k 6.0k 80.99
Halozyme Therapeutics (HALO) 0.1 $476k 7.5k 63.81
Vertiv Holdings Com Cl A (VRT) 0.1 $475k 6.6k 72.20
Monster Beverage Corp (MNST) 0.1 $471k 8.1k 58.52
Genuine Parts Company (GPC) 0.1 $464k 3.9k 119.14
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $463k 9.0k 51.18
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.1 $455k 20k 22.57
Verisk Analytics (VRSK) 0.1 $455k 1.5k 297.65
Innovator Etfs Trust Grwt Aclrtd Plus (QTJL) 0.1 $453k 15k 30.52
Commerce Bancshares (CBSH) 0.1 $450k 7.2k 62.23
Cintas Corporation (CTAS) 0.1 $449k 2.2k 205.55
Copart (CPRT) 0.1 $446k 7.9k 56.59
Grupo Aeropuerto Del Pacific Spon Ads B (PAC) 0.1 $445k 2.4k 185.52
Clean Harbors (CLH) 0.1 $444k 2.3k 197.10
Enterprise Products Partners (EPD) 0.1 $442k 13k 34.14
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) 0.1 $441k 17k 26.45
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.1 $437k 9.2k 47.63
Lululemon Athletica (LULU) 0.1 $432k 1.5k 283.06
Deere & Company (DE) 0.1 $427k 910.00 469.35
Rio Tinto Sponsored Adr (RIO) 0.1 $426k 7.1k 60.08
Amphenol Corp Cl A (APH) 0.1 $425k 6.5k 65.59
Innovator Etfs Trust Us Equity Accele (XBAP) 0.1 $423k 12k 34.91
Jack Henry & Associates (JKHY) 0.1 $420k 2.3k 182.63
Dex (DXCM) 0.1 $420k 6.1k 68.29
Illinois Tool Works (ITW) 0.1 $417k 1.7k 248.05
Autodesk (ADSK) 0.1 $416k 1.6k 261.80
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $415k 4.5k 91.73
Houlihan Lokey Cl A (HLI) 0.1 $414k 2.6k 161.51
Gaming & Leisure Pptys (GLPI) 0.1 $414k 8.1k 50.90
Cadence Design Systems (CDNS) 0.1 $411k 1.6k 254.33
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) 0.1 $411k 8.3k 49.71
salesforce (CRM) 0.1 $408k 1.5k 268.38
Select Sector Spdr Tr Technology (XLK) 0.1 $407k 2.0k 206.48
Logitech Intl S A SHS (LOGI) 0.1 $405k 4.8k 84.41
FactSet Research Systems (FDS) 0.1 $405k 891.00 454.69
Gra (GGG) 0.1 $403k 4.8k 83.50
Qualys (QLYS) 0.1 $403k 3.2k 125.93
Asml Holding N V N Y Registry Shs (ASML) 0.1 $401k 606.00 662.37
Moody's Corporation (MCO) 0.1 $401k 860.00 465.73
Hershey Company (HSY) 0.1 $399k 2.3k 171.02
Medpace Hldgs (MEDP) 0.1 $399k 1.3k 304.69
Ssga Active Tr Spdr Ssga Fxd (FISR) 0.1 $398k 15k 25.88
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $394k 7.8k 50.71
Adobe Systems Incorporated (ADBE) 0.1 $389k 1.0k 383.53
Kla Corp Com New (KLAC) 0.1 $388k 571.00 679.87
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $388k 4.1k 93.67
Ferrari Nv Ord (RACE) 0.1 $385k 899.00 427.90
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $378k 10k 37.22
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $376k 9.2k 40.76
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $373k 9.0k 41.47
Linde SHS (LIN) 0.1 $371k 797.00 465.73
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $369k 12k 31.96
CSX Corporation (CSX) 0.1 $368k 13k 29.43
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 0.1 $365k 8.3k 44.01
Innovator Etfs Trust Us Eqty Ultra B (USEP) 0.1 $365k 11k 34.41
IDEXX Laboratories (IDXX) 0.1 $364k 866.00 419.95
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.1 $362k 9.8k 36.80
Eaton Corp SHS (ETN) 0.1 $362k 1.3k 271.83
Synopsys (SNPS) 0.1 $361k 841.00 428.85
Nxp Semiconductors N V (NXPI) 0.1 $358k 1.9k 190.08
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) 0.1 $356k 13k 27.97
Autoliv (ALV) 0.1 $355k 4.0k 88.45
Southern Copper Corporation (SCCO) 0.1 $355k 3.8k 93.46
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $354k 5.2k 68.01
Canadian Natl Ry (CNI) 0.1 $354k 3.6k 97.46
Old Dominion Freight Line (ODFL) 0.1 $353k 2.1k 165.46
Simpson Manufacturing (SSD) 0.1 $350k 2.2k 157.09
Graphic Packaging Holding Company (GPK) 0.1 $348k 13k 25.96
Diamondback Energy (FANG) 0.1 $344k 2.2k 159.89
Infosys Sponsored Adr (INFY) 0.1 $341k 19k 18.25
Ishares Tr Russell 3000 Etf (IWV) 0.1 $339k 1.1k 317.64
Agilent Technologies Inc C ommon (A) 0.1 $337k 2.9k 116.99
Portland Gen Elec Com New (POR) 0.1 $335k 7.5k 44.60
XP Cl A (XP) 0.1 $334k 24k 13.75
Pimco Etf Tr Ultra Short Govt (BILZ) 0.1 $334k 3.3k 101.21
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $332k 1.7k 194.03
Nordson Corporation (NDSN) 0.1 $327k 1.6k 201.75
Metropcs Communications (TMUS) 0.1 $324k 1.2k 266.75
Belpointe Prep Unit Rp Ltd Lb A (OZ) 0.1 $322k 5.0k 64.50
Listed Fd Tr Trueshares Strcd (JANZ) 0.1 $321k 9.7k 33.28
Listed Fd Tr Trueshares Oct (OCTZ) 0.1 $318k 8.4k 37.98
Listed Fd Tr Trueshares Struc (MAYZ) 0.1 $314k 11k 29.04
Marathon Petroleum Corp (MPC) 0.1 $311k 2.1k 145.72
Dell Technologies CL C (DELL) 0.1 $309k 3.4k 91.16
Blackstone Group Inc Com Cl A (BX) 0.1 $302k 2.2k 139.78
Advanced Drain Sys Inc Del (WMS) 0.1 $301k 2.8k 108.66
Regeneron Pharmaceuticals (REGN) 0.1 $290k 457.00 634.24
Deckers Outdoor Corporation (DECK) 0.1 $290k 2.6k 111.81
Crossamerica Partners Ut Ltd Ptn Int (CAPL) 0.1 $288k 12k 24.57
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $284k 6.1k 46.63
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $277k 11k 26.35
Monolithic Power Systems (MPWR) 0.1 $275k 474.00 580.01
Teradyne (TER) 0.1 $272k 3.3k 82.60
Wells Fargo & Company (WFC) 0.1 $269k 3.7k 71.80
Stag Industrial (STAG) 0.1 $268k 7.4k 36.12
CenterPoint Energy (CNP) 0.1 $267k 7.4k 36.23
Victory Portfolios Ii Shares Free Cash (VFLO) 0.1 $266k 7.8k 34.28
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $264k 9.4k 27.96
Eli Lilly & Co. (LLY) 0.1 $264k 319.00 825.91
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $263k 4.6k 57.14
Ishares Tr Expanded Tech (IGV) 0.1 $261k 2.9k 88.99
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) 0.1 $258k 8.8k 29.27
Progressive Corporation (PGR) 0.1 $255k 902.00 282.92
Spdr Ser Tr Bloomberg Emg Mk (EMHC) 0.1 $249k 10k 24.16
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $248k 6.0k 41.13
Abbvie (ABBV) 0.1 $247k 1.2k 209.52
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.1 $243k 8.1k 29.86
Weatherford Intl Ord Shs (WFRD) 0.1 $241k 4.5k 53.55
Fidelity Covington Trust Enhanced Large (FELV) 0.1 $239k 7.8k 30.74
Alphabet Cap Stk Cl C (GOOG) 0.1 $239k 1.5k 156.23
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $234k 8.1k 28.86
Magnite Ord (MGNI) 0.1 $234k 21k 11.41
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.1 $231k 6.5k 35.74
Innovator Etfs Trust Us Small Cap Pwr (KAUG) 0.1 $228k 9.5k 24.03
Costco Wholesale Corporation (COST) 0.1 $227k 240.00 945.78
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $217k 1.2k 188.17
International Business Machines (IBM) 0.1 $212k 851.00 248.66
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $210k 2.3k 90.54
Nextera Energy (NEE) 0.1 $209k 2.9k 70.89
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $207k 6.2k 33.24
Innovator Etfs Trust Prem Inc 20 Barr (JULH) 0.1 $205k 8.2k 24.82
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY) 0.1 $203k 6.0k 33.48
Cornerstone Total Rtrn Fd In (CRF) 0.0 $102k 14k 7.18
Zevia Pbc Cl A (ZVIA) 0.0 $29k 13k 2.16