Outlook Wealth Advisors, LLC Purchases in Q4 2024

Outlook Wealth Advisors, LLC

  • $289 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
538
+ 0.93%
$117.0 - $148.88 $62.9K - $80.1K
58.3K $7.83M
CSCO
Cisco Systems, Inc.

Technology
13.1K
New
$52.45 - $60.02 $686K - $785K
13.1K $773K
JNK
Spdr Bloomberg High Yield Bond

ETFs
6.22K
+ 184.62%
$94.77 - $97.36 $589K - $605K
9.59K $915K
AVGO
Broadcom Inc.

Technology
141
+ 1.81%
$159.67 - $250.0 $22.5K - $35.3K
7.94K $1.84M
DXCM
Dexcom Inc

Healthcare
6.14K
New
$65.68 - $81.01 $403K - $497K
6.14K $477K
PANW
Palo Alto Networks Inc

Technology
3.18K
+ 458.07%
$181.96 - $405.9 $578K - $1.29M
3.87K $704K
KNSL
Kinsale Capital Group, Inc.

Financial Services
987
New
$424.05 - $524.22 $419K - $517K
987 $459K
HLI
Houlihan Lokey, Inc.

Financial Services
2.55K
New
$158.81 - $190.49 $405K - $486K
2.55K $442K
MEDP
Medpace Holdings, Inc.

Healthcare
1.3K
New
$308.93 - $363.58 $402K - $473K
1.3K $432K
GOOGL
Alphabet Inc.

Communication Services
639
+ 4.85%
$161.86 - $196.66 $103K - $126K
13.8K $2.62M
CSX
Csx Corp

Industrials
12.3K
New
$31.58 - $36.88 $388K - $453K
12.3K $396K
LOGI
Logitech International S.A.

Technology
4.79K
New
$77.08 - $91.82 $369K - $440K
4.79K $394K
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.7K
New
$32.65 - $33.68 $381K - $393K
11.7K $382K
VUG
Vanguard Growth ETF

ETFs
424
+ 5.46%
$378.79 - $428.11 $161K - $182K
8.19K $3.36M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
2.18K
New
$165.45 - $196.93 $361K - $430K
2.18K $361K
HALO
Halozyme Therapeutics, Inc.

Healthcare
7.43K
New
$42.57 - $61.09 $316K - $454K
7.43K $355K
MAYZ
Listed Fds Tr Trueshares Struc
11K
New
$29.94 - $31.53 $328K - $346K
11K $329K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
428
New
$701.85 - $1046.91 $300K - $448K
428 $304K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.28K
+ 34.78%
$80.13 - $83.77 $343K - $358K
16.6K $1.33M
BOCT
Innovator U.S. Equity Buffer E

ETFs
6.62K
New
$42.04 - $44.04 $278K - $291K
6.62K $286K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
404
+ 35.88%
$260.53 - $404.79 $105K - $164K
1.53K $585K
V
Visa Inc.

Financial Services
273
+ 6.47%
$273.87 - $320.91 $74.8K - $87.6K
4.49K $1.42M
ZTS
Zoetis Inc.

Healthcare
2.15K
+ 66.9%
$162.24 - $194.42 $349K - $419K
5.37K $875K
IWF
Ishares Russell 1000 Gr ETF

ETFs
604
New
$370.24 - $418.94 $224K - $253K
604 $242K
PLTR
Palantir Technologies Inc.

Technology
3.14K
New
$36.46 - $82.38 $115K - $259K
3.14K $237K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.19K
New
$172.07 - $207.36 $204K - $246K
1.19K $234K
COST
Costco Wholesale Corp

Consumer Defensive
238
New
$873.59 - $994.69 $208K - $237K
238 $218K
BJAN
Innovator U.S. Equity Buffer E

ETFs
4.25K
New
$46.38 - $47.95 $197K - $204K
4.25K $203K
WMT
Walmart Inc.

Consumer Defensive
268
+ 1.81%
$79.1 - $95.7 $21.2K - $25.6K
15.1K $1.36M
AMZN
Amazon Com Inc

Consumer Cyclical
104
+ 2.47%
$180.88 - $232.93 $18.8K - $24.2K
4.32K $947K
QLYS
Qualys, Inc.

Technology
910
+ 40.14%
$119.24 - $159.23 $109K - $145K
3.18K $445K
CDNS
Cadence Design Systems Inc

Technology
391
+ 32.21%
$249.1 - $324.54 $97.4K - $127K
1.61K $482K
NOW
Service Now, Inc.

Technology
9
+ 1.09%
$867.18 - $1148.42 $7.8K - $10.3K
836 $886K
DECK
Deckers Outdoor Corp

Consumer Cyclical
163
+ 6.84%
$152.04 - $211.12 $24.8K - $34.4K
2.55K $516K
CRM
Salesforce, Inc.

Technology
127
+ 8.97%
$270.87 - $367.87 $34.4K - $46.7K
1.54K $515K
MA
Mastercard Inc

Financial Services
150
+ 10.3%
$491.3 - $536.15 $73.7K - $80.4K
1.61K $845K
JPM
Jpmorgan Chase & CO

Financial Services
134
+ 4.12%
$205.18 - $250.29 $27.5K - $33.5K
3.39K $811K
CPRT
Copart Inc

Consumer Cyclical
1.53K
+ 24.33%
$51.36 - $63.8 $78.7K - $97.7K
7.83K $449K
JNJ
Johnson & Johnson

Healthcare
2.16K
+ 19.44%
$143.34 - $165.86 $309K - $358K
13.3K $1.92M
BSEP
Innovator U.S. Equity Buffer E

ETFs
2.26K
+ 11.89%
$41.8 - $43.67 $94.4K - $98.7K
21.3K $912K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.49K
+ 38.55%
$69.3 - $74.3 $103K - $111K
5.36K $382K
MSFT
Microsoft Corp

Technology
404
+ 5.05%
$406.35 - $454.46 $164K - $184K
8.4K $3.54M
HON
Honeywell International Inc

Industrials
23
+ 0.49%
$202.84 - $236.0 $4.67K - $5.43K
4.69K $1.06M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
955
+ 14.68%
$91.29 - $91.8 $87.2K - $87.7K
7.46K $682K
AXP
American Express CO

Financial Services
19
+ 0.64%
$267.35 - $305.57 $5.08K - $5.81K
2.99K $888K
GRMN
Garmin LTD

Technology
58
+ 2.55%
$161.91 - $220.77 $9.39K - $12.8K
2.33K $480K
SNPS
Synopsys Inc

Technology
189
+ 29.44%
$485.36 - $588.0 $91.7K - $111K
831 $403K
VGT
Vanguard Information Technolog

ETFs
8
+ 0.4%
$571.78 - $647.97 $4.57K - $5.18K
2K $1.24M
CBSH
Commerce Bancshares Inc

Financial Services
898
+ 14.25%
$57.04 - $74.36 $51.2K - $66.8K
7.2K $448K
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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