Outlook Wealth Advisors, LLC Reduced Holdings in Q1 2025

Outlook Wealth Advisors, LLC

  • $298 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MAYZ
Listed Fds Tr Trueshares Struc
-161
- 1.47%
$28.71 - $31.13 $4.62K - $5.01K
10.8K $312K
TJX
Tjx Companies Inc

Consumer Cyclical
-150
- 2.67%
$112.81 - $126.16 $16.9K - $18.9K
5.46K $665K
CSCO
Cisco Systems, Inc.

Technology
-720
- 5.51%
$58.74 - $64.87 $42.3K - $46.7K
12.4K $762K
FANG
Diamondback Energy, Inc.

Energy
-8
- 0.37%
$139.9 - $180.18 $1.12K - $1.44K
2.15K $343K
JPM
Jpmorgan Chase & CO

Financial Services
-106
- 3.13%
$225.19 - $279.95 $23.9K - $29.7K
3.28K $804K
FISV
Fiserv Inc

Technology
-44
- 1.13%
N/A
3.87K $484K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-35
- 0.45%
$50.48 - $51.04 $1.77K - $1.79K
7.78K $393K
LLY
Eli Lilly & CO

Healthcare
-26
- 7.54%
$725.72 - $929.72 $18.9K - $24.2K
319 $263K
Innovator Etfs Trust
-400
- 4.63%
N/A
8.24K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-6.97K
- 2.31%
N/A
295K $0
USEP
Innovator U.S. Equity Ultra Bu
-1.96K
- 15.64%
N/A
10.6K $0
PNOV
Innovator U.S. Equity Power Bu
-647
- 5.99%
N/A
10.2K $0
Linde PLC
-39
- 4.67%
N/A
797 $0
Aim ETF Products Trust
-5.06K
- 2.03%
N/A
245K $0
Innovator Etfs Trust
-18.3K
- 26.63%
N/A
50.3K $0
PSEP
Innovator U.S. Equity Power Bu
-51.6K
- 65.58%
N/A
27.1K $0
Innovator Etfs Trust
-22.1K
- 22.46%
N/A
76.4K $0
Innovator Etfs Trust
-5.54K
- 4.67%
N/A
113K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-2.37K
- 2.05%
N/A
113K $0
First Tr Exchng Traded Fd Vi
-3.11K
- 1.93%
N/A
158K $0
Elevation Series Trust
-938
- 1.71%
N/A
53.9K $0
Elevation Series Trust
-454
- 1.67%
N/A
26.8K $0
Ishares Tr
-14.2K
- 34.94%
N/A
26.5K $0
BAUG
Innovator U.S. Equity Buffer E
-56
- 0.48%
N/A
11.7K $0
XBAP
Innovator ETF Tr Us Equity Acc
-144
- 1.18%
$33.63 - $34.94 $4.84K - $5.03K
12.1K $418K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-369
- 3.1%
$30.35 - $33.16 $11.2K - $12.2K
11.5K $371K
POR
Portland General Electric CO

Utilities
-60
- 0.79%
$40.56 - $45.24 $2.43K - $2.71K
7.52K $333K
JCI
Johnson Controls International PLC

Industrials
-97
- 1.02%
$76.12 - $90.6 $7.38K - $8.79K
9.39K $752K
NFLX
Netflix Inc

Communication Services
-33
- 3.09%
$828.4 - $1058.6 $27.3K - $34.9K
1.04K $966K
STAG
Stag Industrial, Inc.

Real Estate
-59
- 0.79%
$32.39 - $37.07 $1.91K - $2.19K
7.42K $268K
PGR
Progressive Corp

Financial Services
-83
- 8.43%
$235.61 - $291.22 $19.6K - $24.2K
902 $255K
MA
Mastercard Inc

Financial Services
-7
- 0.44%
$504.67 - $576.31 $3.53K - $4.03K
1.6K $876K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-117
- 0.29%
$37.07 - $40.63 $4.34K - $4.75K
39.6K $1.56M
KMB
Kimberly Clark Corp

Consumer Defensive
-21
- 0.57%
$124.46 - $147.4 $2.61K - $3.1K
3.65K $519K
DE
Deere & CO

Industrials
-3
- 0.33%
$408.57 - $509.27 $1.23K - $1.53K
910 $427K
COP
Conocophillips

Energy
-12
- 0.15%
$88.6 - $105.85 $1.06K - $1.27K
7.85K $824K
TPR
Tapestry, Inc.

Consumer Cyclical
-157
- 1.14%
$65.63 - $89.21 $10.3K - $14K
13.6K $955K
VEA
Vanguard Ftse Developed Market

ETFs
-94
- 0.5%
$47.4 - $52.99 $4.46K - $4.98K
18.6K $951K
BK
Bank Of New York Mellon Corp

Financial Services
-119
- 1.01%
$75.42 - $88.95 $8.97K - $10.6K
11.6K $976K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-55
- 3.63%
$442.66 - $534.52 $24.3K - $29.4K
1.46K $767K
ELV
Elevance Health, Inc.

Healthcare
-6
- 0.36%
$365.9 - $436.25 $2.2K - $2.62K
1.68K $723K
V
Visa Inc.

Financial Services
-29
- 0.65%
$306.92 - $362.71 $8.9K - $10.5K
4.46K $1.56M
HWM
Howmet Aerospace Inc.

Industrials
-137
- 1.5%
$110.79 - $139.39 $15.2K - $19.1K
9.01K $1.17M
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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