Outlook Wealth Advisors, LLC Purchases in Q2 2025

Outlook Wealth Advisors, LLC

  • $322 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
11.4K
+ 19.44%
$94.31 - $157.99 $1.07M - $1.8M
69.8K $11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
379
+ 1.35%
$416.06 - $551.64 $158K - $209K
28.5K $15.7M
IVV
Ishares Core S&P 500 ETF

ETFs
754
+ 2.33%
$498.8 - $620.9 $376K - $468K
33.1K $20.5M
BMAR
Innovator U.S. Equity Buffer E

ETFs
8.73K
+ 2.1%
$41.56 - $49.04 $363K - $428K
424K $20.8M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
13.3K
+ 2.37%
$25.96 - $30.99 $345K - $412K
573K $17.8M
IAK
Ishares Tr

ETFs
11.7K
New
$122.44 - $138.47 $1.43M - $1.62M
11.7K $1.57M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
8.58K
+ 2.36%
$38.96 - $44.84 $334K - $385K
372K $16.7M
IYF
Ishares Tr

ETFs
10.3K
New
$99.23 - $120.99 $1.02M - $1.25M
10.3K $1.25M
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.47K
+ 37.31%
$105.2 - $141.69 $470K - $633K
16.5K $2.33M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
34.8K
+ 226.53%
$25.13 - $26.07 $875K - $908K
50.2K $1.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
970
+ 22.56%
$496.48 - $617.85 $482K - $599K
5.27K $3.26M
VTV
Vanguard Value ETF

ETFs
1.85K
+ 2.47%
$153.67 - $176.74 $285K - $327K
76.7K $13.6M
TXN
Texas Instruments Inc

Technology
3.77K
New
N/A
3.77K $733K
ACN
Accenture PLC

Technology
2.02K
New
$279.23 - $323.21 $565K - $654K
2.02K $604K
VUG
Vanguard Growth ETF

ETFs
66
+ 0.8%
$329.49 - $438.4 $21.7K - $28.9K
8.29K $3.63M
IEFA
Ishares Tr

ETFs
1.84K
+ 3.35%
$67.83 - $84.09 $125K - $155K
56.8K $4.74M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
949
+ 0.64%
$23.95 - $29.34 $22.7K - $27.8K
150K $4.39M
SNPS
Synopsys Inc

Technology
767
+ 91.2%
$380.9 - $517.66 $292K - $397K
1.61K $824K
META
Meta Platforms, Inc.

Communication Services
27
+ 1.09%
$484.66 - $738.09 $13.1K - $19.9K
2.5K $1.85M
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.05K
New
$91.23 - $97.27 $369K - $393K
4.05K $393K
RWR
Spdr Dow Jones Reit ETF

ETFs
4.04K
New
$86.33 - $99.71 $349K - $403K
4.04K $390K
TTD
Trade Desk, Inc.

Technology
5.28K
New
$45.27 - $79.4 $239K - $419K
5.28K $380K
NJUL
Innovator Growth 100 Power Buf

Technology
169
+ 0.4%
$56.05 - $68.06 $9.47K - $11.5K
42.9K $2.92M
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.19K
+ 1.46%
$44.64 - $47.48 $187K - $199K
292K $13.9M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
3.27K
New
$94.78 - $95.97 $310K - $314K
3.27K $313K
PLTR
Palantir Technologies Inc.

Technology
2.29K
New
$74.01 - $144.25 $170K - $331K
2.29K $312K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.14K
New
$141.37 - $228.57 $161K - $260K
1.14K $257K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
451
New
$456.74 - $568.03 $206K - $256K
451 $256K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
909
New
$179.95 - $278.88 $164K - $254K
909 $253K
UBER
Uber Technologies, Inc

Technology
2.53K
New
$64.62 - $93.3 $163K - $236K
2.53K $235K
PM
Philip Morris International Inc.

Consumer Defensive
1.25K
New
$149.23 - $184.95 $186K - $230K
1.25K $226K
AMAT
Applied Materials Inc

Technology
1.19K
New
$126.95 - $183.52 $151K - $218K
1.19K $217K
QLD
Proshares Ultra Qqq

ETFs
1.83K
New
$69.34 - $117.71 $127K - $216K
1.83K $215K
ISRG
Intuitive Surgical Inc

Healthcare
396
New
$451.58 - $565.94 $179K - $224K
396 $215K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.54K
+ 49.15%
$35.35 - $42.68 $160K - $194K
13.8K $586K
VONE
Vanguard Russell 1000 ETF

ETFs
741
New
$225.48 - $280.86 $167K - $208K
741 $208K
NOW
Service Now, Inc.

Technology
7
+ 0.86%
$721.65 - $1040.18 $5.05K - $7.28K
823 $846K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.72K
+ 2.66%
$51.68 - $52.76 $141K - $144K
105K $5.55M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.59K
+ 21.11%
$58.41 - $72.69 $93.1K - $116K
9.14K $664K
JPM
Jpmorgan Chase & CO

Financial Services
52
+ 1.59%
$210.28 - $289.91 $10.9K - $15.1K
3.33K $965K
VEA
Vanguard Ftse Developed Market

ETFs
406
+ 2.19%
$45.65 - $57.01 $18.5K - $23.1K
19K $1.08M
FIW
First Trust Water ETF

ETFs
40
+ 0.25%
$90.26 - $108.05 $3.61K - $4.32K
15.7K $1.7M
FLRN
Spdr Bloomberg Investment Grad

ETFs
4.15K
+ 1.56%
$30.29 - $30.83 $126K - $128K
269K $8.3M
AMZN
Amazon Com Inc

Consumer Cyclical
11
+ 0.27%
$167.32 - $223.3 $1.84K - $2.46K
4.16K $912K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
10.2K
New
$11.35 - $12.45 $115K - $127K
10.2K $121K
CSCO
Cisco Systems, Inc.

Technology
20
+ 0.16%
$53.19 - $69.38 $1.06K - $1.39K
12.4K $858K
FXR
First Trust Industrials/Produc

ETFs
110
+ 0.73%
$60.85 - $74.22 $6.69K - $8.16K
15.1K $1.12M
IDV
Ishares Tr

ETFs
204
+ 1.09%
$27.79 - $34.84 $5.67K - $7.11K
19K $654K
GLD
Spdr Gold Trust

ETFs
46
+ 1.9%
$273.71 - $316.29 $12.6K - $14.5K
2.47K $753K
Activity Summary
Buys All Purchases 97 New Holdings 23 Increased Positions 74 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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