Outlook Wealth Advisors, LLC Purchases in Q3 2025

Outlook Wealth Advisors, LLC

  • $331 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PSA
Public Storage

Real Estate
932
New
$271.94 - $298.09 $253K - $278K
932 $269K
ELS
Equity Lifestyle Properties Inc

Real Estate
4.4K
New
$58.43 - $62.12 $257K - $274K
4.4K $267K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.32K
New
$196.15 - $217.83 $258K - $286K
1.32K $265K
OMF
One Main Holdings, Inc.

Financial Services
4.57K
New
$55.61 - $62.61 $254K - $286K
4.57K $258K
PAYX
Paychex Inc

Industrials
2.03K
New
$126.69 - $147.99 $257K - $300K
2.03K $257K
ORCL
Oracle Corp

Technology
905
New
$218.96 - $328.33 $198K - $297K
905 $254K
CSCO
Cisco Systems, Inc.

Technology
3.87K
+ 31.26%
$66.2 - $71.79 $256K - $278K
16.2K $1.11M
WU
Western Union CO

Financial Services
31.6K
New
$7.88 - $8.84 $249K - $279K
31.6K $252K
SEIC
Sei Investments CO

Financial Services
2.96K
New
$84.85 - $93.8 $251K - $277K
2.96K $250K
HLNE
Hamilton Lane Inc

Financial Services
1.84K
New
$134.79 - $160.88 $248K - $296K
1.84K $248K
LII
Lennox International Inc

Industrials
458
New
$516.18 - $664.54 $236K - $304K
458 $242K
WHD
Cactus, Inc.

Energy
6.09K
New
$38.17 - $47.92 $232K - $292K
6.09K $240K
LLY
Eli Lilly & CO

Healthcare
318
+ 107.43%
$625.65 - $812.69 $199K - $258K
614 $468K
PLMR
Palomar Holdings, Inc.

Financial Services
1.94K
New
$112.26 - $148.79 $218K - $289K
1.94K $226K
PG
Procter & Gamble CO

Consumer Defensive
1.6K
+ 29.23%
$150.47 - $161.22 $241K - $258K
7.08K $1.09M
NBR
Nabors Industries LTD

Energy
5.16K
New
$29.58 - $42.5 $152K - $219K
5.16K $210K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.49K
New
$105.16 - $140.03 $157K - $209K
1.49K $202K
PLTR
Palantir Technologies Inc.

Technology
521
+ 22.71%
$130.68 - $186.97 $68.1K - $97.4K
2.82K $513K
NLOK
Norton Life Lock Inc.

Technology
9.25K
New
N/A
9.25K $198K
TER
Teradyne, Inc

Technology
236
+ 6.84%
$90.15 - $137.64 $21.3K - $32.5K
3.69K $507K
PHM
Pultegroup Inc

Consumer Cyclical
49
+ 0.72%
$108.0 - $141.42 $5.29K - $6.93K
6.88K $909K
VGT
Vanguard Information Technolog

ETFs
20
+ 0.99%
$656.44 - $753.15 $13.1K - $15.1K
2.04K $1.52M
WMT
Walmart Inc.

Consumer Defensive
1.13K
+ 17.38%
$94.4 - $104.27 $107K - $118K
7.64K $787K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.47K
+ 36.32%
$96.22 - $98.19 $141K - $144K
5.51K $540K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.53K
+ 11.59%
$81.75 - $84.54 $125K - $129K
14.7K $1.24M
FIW
First Trust Water ETF

ETFs
333
+ 2.12%
$107.54 - $115.08 $35.8K - $38.3K
16.1K $1.81M
JPM
Jpmorgan Chase & CO

Financial Services
17
+ 0.51%
$282.78 - $316.06 $4.81K - $5.37K
3.35K $1.06M
IYF
Ishares Tr

ETFs
253
+ 2.45%
$119.89 - $127.16 $30.3K - $32.2K
10.6K $1.34M
XLK
Technology Sector Spdr

ETFs
106
+ 6.1%
$250.97 - $282.66 $26.6K - $30K
1.85K $520K
WMS
Advanced Drainage Systems, Inc.

Industrials
82
+ 2.98%
$110.89 - $148.5 $9.09K - $12.2K
2.84K $393K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
46
+ 4.04%
$224.68 - $282.71 $10.3K - $13K
1.18K $330K
PDI
Pimco Dynamic Income Fund

Financial Services
1.33K
+ 2.46%
$18.85 - $20.07 $25.1K - $26.7K
55.6K $1.1M
FANG
Diamondback Energy, Inc.

Energy
394
+ 18.29%
$134.53 - $152.5 $53K - $60.1K
2.55K $364K
VEA
Vanguard Ftse Developed Market

ETFs
199
+ 1.05%
$56.02 - $60.3 $11.1K - $12K
19.2K $1.15M
BJUL
Innovator U.S. Equity Buffer E

ETFs
710
+ 5.94%
$47.14 - $49.66 $33.5K - $35.3K
12.7K $629K
VB
Vanguard Small Cap ETF

ETFs
52
+ 2.04%
$237.58 - $259.17 $12.4K - $13.5K
2.6K $662K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
21
+ 2.31%
$275.84 - $326.36 $5.79K - $6.85K
930 $303K
IAK
Ishares Tr

ETFs
379
+ 3.25%
$126.37 - $134.46 $47.9K - $51K
12.1K $1.62M
AMAT
Applied Materials Inc

Technology
47
+ 3.96%
$156.25 - $204.95 $7.34K - $9.63K
1.23K $252K
VIG
Vanguard Dividend Appreciation

ETFs
144
+ 7.92%
N/A
1.96K $357K
NEE
Nextera Energy Inc

Utilities
44
+ 1.5%
$69.77 - $77.54 $3.07K - $3.41K
2.99K $225K
CNP
Centerpoint Energy Inc

Utilities
43
+ 0.58%
$35.77 - $39.16 $1.54K - $1.68K
7.46K $289K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
53
+ 0.58%
$67.48 - $71.55 $3.58K - $3.79K
9.15K $647K
CAPL
Cross America Partners LP

Energy
600
+ 5.13%
$19.62 - $22.22 $11.8K - $13.3K
12.3K $258K
SRLN
Ssga Active Trust

ETFs
200
+ 3.18%
$41.28 - $41.65 $8.26K - $8.33K
6.5K $270K
EMHC
Spdr Bloomberg Emerging Market
3
+ 0.03%
$24.31 - $25.33 $72.9 - $76
10.8K $271K
IBM
International Business Machines Corp

Technology
55
+ 6.34%
$234.77 - $292.47 $12.9K - $16.1K
922 $260K
VRT
Vertiv Holdings CO

Industrials
37
+ 0.54%
N/A
6.83K $592K
Thomson Reuters Corp
1.42K
New
N/A
1.42K $0
Activity Summary
Buys All Purchases 120 New Holdings 61 Increased Positions 59 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 0
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