Outlook Wealth Advisors, LLC Incresed Positions in Q1 2025

Outlook Wealth Advisors, LLC

  • $298 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JKHY
Henry Jack & Associates Inc

Technology
18
+ 0.79%
$166.47 - $191.28 $3K - $3.44K
2.3K $419K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
52
+ 0.58%
$66.9 - $71.57 $3.48K - $3.72K
9.09K $636K
SOXX
Ishares Semiconductor ETF

ETFs
222
+ 23.87%
$188.17 - $235.81 $41.8K - $52.3K
1.15K $217K
JEPI
J P Morgan Exchange Traded Fd

ETFs
350
+ 8.23%
$56.17 - $59.71 $19.7K - $20.9K
4.61K $261K
SCCO
Southern Copper Corp

Basic Materials
78
+ 2.1%
$85.92 - $101.48 $6.7K - $7.92K
3.8K $355K
RIO
Rio Tinto PLC

Basic Materials
111
+ 1.59%
$58.19 - $64.29 $6.46K - $7.14K
7.08K $425K
HSY
Hershey CO

Consumer Defensive
39
+ 1.7%
$144.74 - $186.36 $5.64K - $7.27K
2.34K $399K
IDXX
Idexx Laboratories Inc

Healthcare
14
+ 1.64%
$406.29 - $469.04 $5.69K - $6.57K
866 $363K
ZTS
Zoetis Inc.

Healthcare
14
+ 0.26%
$156.48 - $175.67 $2.19K - $2.46K
5.39K $886K
SPMD
Spdr Portfolio

ETFs
791
+ 9.59%
$50.21 - $57.73 $39.7K - $45.7K
9.04K $461K
WFC
Wells Fargo & Company

Financial Services
50
+ 1.36%
$66.78 - $81.42 $3.34K - $4.07K
3.74K $268K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.84%
$890.62 - $1076.86 $1.78K - $2.15K
240 $226K
SYY
Sysco Corp

Consumer Defensive
256
+ 3.1%
$70.0 - $77.13 $17.9K - $19.7K
8.51K $638K
RACE
Ferrari N.V.

Consumer Cyclical
7
+ 0.78%
$413.73 - $508.15 $2.9K - $3.56K
899 $384K
ITW
Illinois Tool Works Inc

Industrials
59
+ 3.64%
$244.9 - $274.48 $14.4K - $16.2K
1.68K $416K
ADSK
Autodesk, Inc.

Technology
10
+ 0.63%
N/A
1.59K $390K
MPWR
Monolithic Power Systems Inc

Technology
15
+ 3.27%
$565.7 - $720.25 $8.49K - $10.8K
474 $274K
ITOT
Ishares Core S&P Total U.S. St

ETFs
364
+ 6.04%
$120.29 - $134.6 $43.8K - $49K
6.39K $775K
CBSH
Commerce Bancshares Inc

Financial Services
30
+ 0.42%
$58.85 - $68.59 $1.77K - $2.06K
7.23K $449K
FTXL
First Tr ETF Vi Nasdaq Semicon
5.57K
+ 37.07%
N/A
20.6K $0
VUSB
Vanguard Bd Index Fds
93
+ 0.42%
N/A
22K $0
BRLN
Blackrock ETF Tr Ii Fltg Rate
4.43K
+ 14.53%
N/A
34.9K $0
GGG
Graco Inc

Industrials
46
+ 0.96%
$80.53 - $87.54 $3.7K - $4.03K
4.83K $403K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
177
+ 0.43%
N/A
41.7K $0
Victory Portfolios Ii
1.52K
+ 24.32%
N/A
7.76K $0
Nuveen Global High Income Fd
44.2K
+ 83.35%
N/A
97.2K $0
Innovator Etfs Trust
269
+ 0.54%
N/A
49.9K $0
Invesco Exchange Traded Fd T
10.4K
+ 32.11%
N/A
42.8K $0
PDEC
Innovator U.S. Equity Power Bu
58.5K
+ 111.88%
N/A
111K $0
Innovator Etfs Trust
1.64K
+ 13.52%
N/A
13.8K $0
Lam Research Corp
3K
+ 45.14%
N/A
9.66K $0
Fidelity Covington Trust
35
+ 0.45%
N/A
7.78K $0
Spdr Ser Tr
11.1K
+ 112.76%
N/A
21K $0
Innovator Etfs Trust
1.61K
+ 14.35%
N/A
12.8K $0
MCO
Moodys Corp

Financial Services
9
+ 1.06%
$437.8 - $527.48 $3.94K - $4.75K
860 $400K
CPRT
Copart Inc

Consumer Cyclical
51
+ 0.65%
$52.3 - $59.83 $2.67K - $3.05K
7.88K $445K
NDSN
Nordson Corp

Industrials
35
+ 2.21%
$200.12 - $224.07 $7K - $7.84K
1.62K $326K
CNI
Canadian National Railway CO

Industrials
71
+ 2.0%
$95.46 - $106.79 $6.78K - $7.58K
3.63K $353K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
43
+ 1.97%
$154.39 - $176.55 $6.64K - $7.59K
2.23K $350K
WMS
Advanced Drainage Systems, Inc.

Industrials
73
+ 2.7%
$105.29 - $126.99 $7.69K - $9.27K
2.77K $301K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
1.9K
+ 5.02%
$49.85 - $56.22 $94.6K - $107K
39.7K $2.01M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
29
+ 6.78%
$634.14 - $744.83 $18.4K - $21.6K
457 $289K
ASML
Asml Holding Nv

Technology
5
+ 0.83%
$662.63 - $776.99 $3.31K - $3.88K
606 $401K
ODFL
Old Dominion Freight Line, Inc.

Industrials
37
+ 1.77%
$161.13 - $209.29 $5.96K - $7.74K
2.13K $352K
FDS
Factset Research Systems Inc

Financial Services
7
+ 0.79%
$427.5 - $476.51 $2.99K - $3.34K
891 $405K
IGV
Ishares Expanded Tech Software

ETFs
60
+ 2.09%
$88.3 - $107.83 $5.3K - $6.47K
2.93K $263K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
29
+ 0.39%
$64.88 - $72.1 $1.88K - $2.09K
7.55K $493K
NXPI
Nxp Semiconductors N.V.

Technology
29
+ 1.57%
$189.99 - $245.86 $5.51K - $7.13K
1.88K $357K
HLI
Houlihan Lokey, Inc.

Financial Services
16
+ 0.63%
$154.43 - $187.4 $2.47K - $3K
2.57K $414K
Activity Summary
Buys All Purchases 145 New Holdings 24 Increased Positions 121 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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