Outlook Wealth Advisors, LLC Incresed Positions in Q4 2024

Outlook Wealth Advisors, LLC

  • $289 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
116
+ 8.55%
$326.96 - $377.52 $37.9K - $43.8K
1.47K $488K
VRSK
Verisk Analytics, Inc.

Industrials
100
+ 7.03%
$262.86 - $294.75 $26.3K - $29.5K
1.52K $419K
NXPI
Nxp Semiconductors N.V.

Technology
377
+ 25.56%
$207.27 - $255.58 $78.1K - $96.4K
1.85K $384K
JCI
Johnson Controls International PLC

Industrials
217
+ 2.34%
$74.23 - $86.6 $16.1K - $18.8K
9.49K $748K
HSY
Hershey CO

Consumer Defensive
419
+ 22.32%
$168.67 - $193.65 $70.7K - $81.1K
2.3K $388K
ISRG
Intuitive Surgical Inc

Healthcare
29
+ 7.11%
$471.27 - $550.62 $13.7K - $16K
437 $228K
ITOT
Ishares Core S&P Total U.S. St

ETFs
44
+ 0.74%
$124.26 - $134.12 $5.47K - $5.9K
6.02K $774K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
295
+ 4.62%
$113.92 - $127.38 $33.6K - $37.6K
6.67K $768K
TJX
Tjx Companies Inc

Consumer Cyclical
12
+ 0.21%
$112.15 - $127.2 $1.35K - $1.53K
5.61K $677K
CNP
Centerpoint Energy Inc

Utilities
49
+ 0.67%
$28.58 - $32.66 $1.4K - $1.6K
7.33K $232K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
81
+ 1.09%
$66.77 - $71.52 $5.41K - $5.79K
7.52K $518K
ADSK
Autodesk, Inc.

Technology
62
+ 4.09%
N/A
1.58K $387K
VB
Vanguard Small Cap ETF

ETFs
14
+ 0.56%
$233.76 - $261.58 $3.27K - $3.66K
2.54K $609K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
331
+ 4.27%
$80.93 - $85.66 $26.8K - $28.4K
8.09K $654K
DE
Deere & CO

Industrials
3
+ 0.33%
$389.45 - $466.0 $1.17K - $1.4K
913 $386K
INFY
Infosys LTD

Technology
508
+ 2.84%
$20.71 - $23.42 $10.5K - $11.9K
18.4K $403K
RACE
Ferrari N.V.

Consumer Cyclical
90
+ 11.22%
$422.83 - $490.34 $38.1K - $44.1K
892 $378K
KLAC
Kla Corp

Technology
107
+ 23.46%
$614.46 - $829.55 $65.7K - $88.8K
563 $354K
ALV
Autoliv Inc

Consumer Cyclical
9
+ 0.22%
$91.27 - $101.57 $821 - $914
4.04K $378K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
199
+ 1.36%
$44.33 - $49.55 $8.82K - $9.86K
14.9K $668K
VUSB
Vanguard Bd Index Fds
76
+ 0.35%
N/A
21.9K $0
Fidelity Covington Trust
37
+ 0.48%
N/A
7.74K $0
Pimco ETF Tr
86
+ 1.3%
N/A
6.7K $0
Elevation Series Trust
616
+ 1.14%
N/A
54.8K $0
Elevation Series Trust
430
+ 1.61%
N/A
27.2K $0
PDEC
Innovator U.S. Equity Power Bu
129
+ 0.25%
N/A
52.3K $0
Innovator Etfs Trust
15
+ 0.03%
N/A
49.6K $0
PGR
Progressive Corp

Financial Services
41
+ 4.34%
$239.6 - $268.88 $9.82K - $11K
985 $236K
IDXX
Idexx Laboratories Inc

Healthcare
145
+ 20.51%
$406.92 - $495.42 $59K - $71.8K
852 $352K
TER
Teradyne, Inc

Technology
155
+ 5.07%
$102.58 - $133.62 $15.9K - $20.7K
3.21K $404K
LLY
Eli Lilly & CO

Healthcare
39
+ 12.75%
$727.2 - $932.06 $28.4K - $36.4K
345 $266K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
397
+ 5.19%
$46.46 - $51.66 $18.4K - $20.5K
8.04K $387K
DELL
Dell Technologies Inc.

Technology
49
+ 1.47%
$111.96 - $144.21 $5.49K - $7.07K
3.39K $390K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.26K
+ 200.0%
$26.93 - $84.95 $142K - $447K
7.89K $215K
HD
Home Depot, Inc.

Consumer Cyclical
87
+ 3.43%
$385.02 - $431.37 $33.5K - $37.5K
2.62K $1.02M
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
BLV
Vanguard Bd Index Fd Inc Long

ETFs
94
+ 1.05%
$68.25 - $75.42 $6.42K - $7.09K
9.04K $618K
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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