Outlook Wealth Advisors, LLC New Holdings in Q3 2025

Outlook Wealth Advisors, LLC

  • $331 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
382K
New
$29.46 - $31.08 $11.3M - $11.9M
382K $11.9M
IXG
Ishares Global Fin'L ETF

ETFs
43.8K
New
$109.57 - $116.94 $4.8M - $5.12M
43.8K $5.11M
EMQQ
Emqq Emerging Markets Internet

ETFs
81.6K
New
$40.28 - $46.86 $3.29M - $3.82M
81.6K $3.79M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
63.5K
New
$26.88 - $27.78 $1.71M - $1.76M
63.5K $1.76M
IYC
Ishares U.S. Consumer Discreti

ETFs
11K
New
$98.12 - $105.85 $1.07M - $1.16M
11K $1.15M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
18.4K
New
$56.42 - $62.19 $1.04M - $1.14M
18.4K $1.11M
IAI
Ishares Tr Us Broker Dealers &

ETFs
6.19K
New
$168.93 - $178.7 $1.05M - $1.11M
6.19K $1.09M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
8.4K
New
$116.43 - $123.68 $978K - $1.04M
8.4K $1.04M
ADI
Analog Devices Inc

Technology
2.94K
New
$220.68 - $255.63 $649K - $752K
2.94K $722K
STE
Steris PLC

Healthcare
2.89K
New
$221.21 - $252.43 $639K - $729K
2.89K $714K
SLB
Schlumberger Limited

Energy
17.1K
New
$32.37 - $37.31 $553K - $637K
17.1K $586K
T
At&T Inc.

Communication Services
19.9K
New
$26.94 - $29.62 $537K - $590K
19.9K $562K
GFI
Gold Fields LTD

Basic Materials
12K
New
$23.36 - $42.3 $281K - $509K
12K $504K
IDCC
Inter Digital, Inc.

Communication Services
1.17K
New
$221.35 - $349.23 $258K - $407K
1.17K $402K
UNP
Union Pacific Corp

Industrials
1.7K
New
$214.91 - $237.16 $365K - $403K
1.7K $401K
ALGN
Align Technology Inc

Healthcare
3.19K
New
$124.88 - $207.19 $398K - $660K
3.19K $398K
VNQ
Vanguard Specialized Funds Van

ETFs
4.35K
New
$88.47 - $93.24 $385K - $405K
4.35K $397K
NTES
Net Ease, Inc.

Communication Services
2.52K
New
$127.31 - $159.34 $321K - $402K
2.52K $383K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.44K
New
$91.44 - $91.77 $314K - $315K
3.44K $315K
FAST
Fastenal CO

Industrials
6.31K
New
$42.47 - $50.39 $268K - $318K
6.31K $309K
SPG
Simon Property Group Inc

Real Estate
1.64K
New
$159.93 - $187.67 $263K - $308K
1.64K $308K
FHI
Federated Hermes, Inc.

Financial Services
5.83K
New
$44.78 - $54.1 $261K - $315K
5.83K $302K
NTAP
Net App, Inc.

Technology
2.55K
New
$101.1 - $126.36 $258K - $322K
2.55K $301K
ABT
Abbott Laboratories

Healthcare
2.25K
New
$120.51 - $136.62 $271K - $307K
2.25K $300K
VST
Vistra Corp.

Utilities
1.53K
New
$182.0 - $217.92 $278K - $333K
1.53K $299K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
8.65K
New
$29.52 - $34.78 $255K - $301K
8.65K $292K
EXP
Eagle Materials Inc

Basic Materials
1.25K
New
$209.12 - $242.26 $262K - $304K
1.25K $292K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.82K
New
$58.97 - $60.36 $284K - $291K
4.82K $289K
NVS
Novartis Ag

Healthcare
2.24K
New
$113.5 - $129.73 $254K - $290K
2.24K $286K
PH
Parker Hannifin Corp

Industrials
377
New
$697.13 - $769.67 $263K - $290K
377 $285K
PNR
Pentair PLC

Industrials
2.58K
New
$100.62 - $112.59 $260K - $291K
2.58K $285K
PODD
Insulet Corp

Healthcare
903
New
$277.3 - $352.82 $250K - $319K
903 $278K
MPLX
Mplx LP

Energy
5.55K
New
$49.42 - $52.71 $274K - $292K
5.55K $277K
WES
Western Midstream Partners, LP

Energy
6.95K
New
$37.5 - $41.18 $261K - $286K
6.95K $273K
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
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
RELX
Relx PLC

Communication Services
5.17K
New
$45.13 - $54.19 $233K - $280K
5.17K $246K
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
PLMR
Palomar Holdings, Inc.

Financial Services
1.94K
New
$112.26 - $148.79 $218K - $289K
1.94K $226K
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
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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