Outlook Wealth Advisors, LLC Purchases in Q4 2024

Outlook Wealth Advisors, LLC

  • $289 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Elevation Series Trust
616
+ 1.14%
N/A
54.8K $0
Elevation Series Trust
430
+ 1.61%
N/A
27.2K $0
Innovator Etfs Trust
15
+ 0.03%
N/A
49.6K $0
Spdr Ser Tr
9.85K
New
N/A
9.85K $0
VUSB
Vanguard Bd Index Fds
76
+ 0.35%
N/A
21.9K $0
Pimco ETF Tr
86
+ 1.3%
N/A
6.7K $0
PGR
Progressive Corp

Financial Services
41
+ 4.34%
$239.6 - $268.88 $9.82K - $11K
985 $236K
TER
Teradyne, Inc

Technology
155
+ 5.07%
$102.58 - $133.62 $15.9K - $20.7K
3.21K $404K
IDXX
Idexx Laboratories Inc

Healthcare
145
+ 20.51%
$406.92 - $495.42 $59K - $71.8K
852 $352K
LLY
Eli Lilly & CO

Healthcare
39
+ 12.75%
$727.2 - $932.06 $28.4K - $36.4K
345 $266K
DELL
Dell Technologies Inc.

Technology
49
+ 1.47%
$111.96 - $144.21 $5.49K - $7.07K
3.39K $390K
HD
Home Depot, Inc.

Consumer Cyclical
87
+ 3.43%
$385.02 - $431.37 $33.5K - $37.5K
2.62K $1.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.26K
+ 200.0%
$26.93 - $84.95 $142K - $447K
7.89K $215K
XP
Xp Inc.

Financial Services
7.63K
+ 47.23%
$11.78 - $18.17 $89.9K - $139K
23.8K $281K
CTAS
Cintas Corp

Industrials
200
+ 10.18%
$182.7 - $226.47 $36.5K - $45.3K
2.16K $395K
ADBE
Adobe Inc.

Technology
122
+ 13.8%
$437.39 - $552.96 $53.4K - $67.5K
1.01K $447K
SYY
Sysco Corp

Consumer Defensive
20
+ 0.24%
$73.63 - $81.77 $1.47K - $1.64K
8.26K $631K
NDSN
Nordson Corp

Industrials
266
+ 20.15%
$208.83 - $264.36 $55.5K - $70.3K
1.59K $331K
WMS
Advanced Drainage Systems, Inc.

Industrials
613
+ 29.36%
$114.63 - $163.52 $70.3K - $100K
2.7K $312K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
543
+ 4.78%
$30.93 - $33.94 $16.8K - $18.4K
11.9K $368K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
161
+ 1.51%
$74.5 - $78.37 $12K - $12.6K
10.8K $809K
VTV
Vanguard Value ETF

ETFs
1.96K
+ 2.86%
$168.32 - $181.87 $330K - $356K
70.5K $11.9M
POR
Portland General Electric CO

Utilities
1
+ 0.01%
$43.52 - $48.99 $43.5 - $49
7.58K $330K
KMB
Kimberly Clark Corp

Consumer Defensive
9
+ 0.25%
$130.37 - $146.09 $1.17K - $1.31K
3.67K $481K
SCCO
Southern Copper Corp

Basic Materials
427
+ 12.96%
$91.13 - $117.95 $38.9K - $50.4K
3.72K $339K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
849
+ 0.92%
$51.54 - $52.55 $43.8K - $44.6K
92.9K $4.8M
AMD
Advanced Micro Devices Inc

Technology
146
+ 8.82%
$118.88 - $172.8 $17.4K - $25.2K
1.8K $217K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
94
+ 1.05%
$68.25 - $75.42 $6.42K - $7.09K
9.04K $618K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.79K
+ 4.94%
$34.13 - $37.35 $61K - $66.7K
38K $1.3M
CI
Cigna Corp

Healthcare
1
+ 0.05%
$265.59 - $358.58 $266 - $359
2.01K $553K
ELV
Elevance Health, Inc.

Healthcare
7
+ 0.42%
$365.96 - $514.62 $2.56K - $3.6K
1.68K $621K
IEFA
Ishares Tr

ETFs
1.31K
+ 2.55%
$70.06 - $77.43 $92.1K - $102K
52.8K $3.71M
Activity Summary
Buys All Purchases 133 New Holdings 28 Increased Positions 105 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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