Outlook Wealth Advisors

Outlook Wealth Advisors as of March 31, 2026

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