Outlook Wealth Advisors, LLC Sells in Q1 2025

Outlook Wealth Advisors, LLC

  • $298 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PJUL
Innovator U.S. Equity Power Bu

ETFs
-25K
- 37.13%
$39.81 - $42.17 $994K - $1.05M
42.3K $1.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.56K
- 26.63%
$551.42 - $612.93 $861K - $957K
4.3K $2.41M
NJUL
Innovator Growth 100 Power Buf

Technology
-13.9K
- 24.56%
$59.98 - $64.86 $835K - $902K
42.7K $2.57M
WMT
Walmart Inc.

Consumer Defensive
-8.47K
- 56.24%
$84.5 - $105.05 $716K - $890K
6.59K $578K
AAPL
Apple Inc.

Technology
-234
- 1.0%
$209.68 - $247.1 $49.1K - $57.8K
23.1K $5.14M
AVGO
Broadcom Inc.

Technology
-60
- 0.76%
$167.43 - $244.7 $10K - $14.7K
7.88K $1.32M
GOOGL
Alphabet Inc.

Communication Services
-235
- 1.7%
$154.33 - $206.19 $36.3K - $48.5K
13.6K $2.1M
QJUN
First Tr ETF
-15.1K
- 47.5%
$26.45 - $29.15 $399K - $440K
16.7K $441K
NEE
Nextera Energy Inc

Utilities
-5.3K
- 64.3%
$66.96 - $76.16 $355K - $404K
2.94K $208K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-5.65K
- 37.96%
$40.03 - $46.81 $226K - $264K
9.23K $374K
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.37K
- 20.32%
$79.17 - $82.04 $267K - $276K
13.2K $1.08M
NOW
Service Now, Inc.

Technology
-20
- 2.39%
$783.83 - $1170.39 $15.7K - $23.4K
816 $649K
XLK
Technology Sector Spdr

ETFs
-608
- 23.59%
$206.38 - $242.18 $125K - $147K
1.97K $406K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-5.44K
- 46.65%
$32.5 - $33.3 $177K - $181K
6.22K $206K
AMZN
Amazon Com Inc

Consumer Cyclical
-167
- 3.87%
$190.26 - $242.06 $31.8K - $40.4K
4.15K $789K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-5
- 0.33%
$283.06 - $421.16 $1.42K - $2.11K
1.53K $431K
IRM
Iron Mountain Inc

Real Estate
-128
- 1.73%
$82.79 - $111.31 $10.6K - $14.2K
7.28K $626K
ETN
Eaton Corp PLC

Industrials
-143
- 9.71%
$271.83 - $371.23 $38.9K - $53.1K
1.33K $361K
CRM
Salesforce, Inc.

Technology
-23
- 1.49%
$268.36 - $359.95 $6.17K - $8.28K
1.52K $407K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-2.68K
- 13.15%
$35.29 - $36.56 $94.5K - $97.9K
17.7K $630K
BX
Blackstone Inc.

Financial Services
-125
- 5.47%
$136.53 - $186.74 $17.1K - $23.3K
2.16K $301K
AXP
American Express CO

Financial Services
-29
- 0.97%
$255.39 - $325.87 $7.41K - $9.45K
2.96K $797K
MGNI
Magnite, Inc.

Communication Services
-114
- 0.55%
$11.41 - $21.17 $1.3K - $2.41K
20.5K $237K
WFRD
Weatherford International PLC

Energy
-26
- 0.57%
$51.89 - $74.8 $1.35K - $1.94K
4.5K $239K
ITB
Ishares Tr

ETFs
-68
- 0.79%
$93.86 - $111.45 $6.38K - $7.58K
8.55K $807K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-66
- 0.99%
$102.49 - $119.96 $6.76K - $7.92K
6.61K $687K
CLH
Clean Harbors Inc

Industrials
-15
- 0.66%
$188.14 - $246.1 $2.82K - $3.69K
2.25K $443K
HD
Home Depot, Inc.

Consumer Cyclical
-50
- 1.91%
$347.25 - $424.87 $17.4K - $21.2K
2.57K $943K
WDAY
Workday, Inc.

Technology
-26
- 1.0%
$233.53 - $277.82 $6.07K - $7.22K
2.57K $599K
HON
Honeywell International Inc

Industrials
-7
- 0.15%
$202.75 - $226.52 $1.42K - $1.59K
4.69K $992K
GOOG
Alphabet Inc.

Communication Services
-68
- 4.26%
$156.06 - $207.71 $10.6K - $14.1K
1.53K $238K
RGA
Reinsurance Group Of America Inc

Financial Services
-28
- 0.84%
$186.01 - $231.1 $5.21K - $6.47K
3.3K $650K
META
Meta Platforms, Inc.

Communication Services
-47
- 1.86%
$576.36 - $736.67 $27.1K - $34.6K
2.47K $1.43M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-625
- 2.38%
$35.21 - $37.69 $22K - $23.6K
25.6K $907K
PHM
Pultegroup Inc

Consumer Cyclical
-70
- 1.01%
$101.09 - $118.51 $7.08K - $8.3K
6.85K $704K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-42
- 0.37%
$169.43 - $182.84 $7.12K - $7.68K
11.4K $1.96M
BJUL
Innovator U.S. Equity Buffer E

ETFs
-524
- 4.2%
$42.65 - $46.09 $22.3K - $24.2K
12K $514K
BAC
Bank Of America Corp

Financial Services
-88
- 0.63%
$39.61 - $47.74 $3.49K - $4.2K
14K $582K
APH
Amphenol Corp

Technology
-109
- 1.65%
$61.62 - $78.55 $6.72K - $8.56K
6.49K $425K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-155
- 2.89%
$67.03 - $74.61 $10.4K - $11.6K
5.2K $351K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-71
- 0.33%
$41.28 - $44.23 $2.93K - $3.14K
21.2K $882K
ALV
Autoliv Inc

Consumer Cyclical
-22
- 0.54%
$87.68 - $102.7 $1.93K - $2.26K
4.02K $355K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-156
- 0.83%
$37.4 - $39.42 $5.83K - $6.15K
18.5K $697K
QCOM
Qualcomm Inc

Technology
-143
- 4.23%
$151.94 - $175.86 $21.7K - $25.1K
3.23K $496K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-94
- 1.16%
$78.0 - $84.37 $7.33K - $7.93K
8K $632K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-108
- 0.95%
$83.18 - $89.27 $8.98K - $9.64K
11.3K $945K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-488
- 4.51%
$73.78 - $76.59 $36K - $37.4K
10.3K $790K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-93
- 0.69%
$25.27 - $28.3 $2.35K - $2.63K
13.4K $347K
JANZ
Listed Fds Tr Trueshares Struc

ETFs
-158
- 1.61%
$32.81 - $35.43 $5.18K - $5.6K
9.66K $319K
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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