Outlook Wealth Advisors, LLC Purchases in Q3 2024

Outlook Wealth Advisors, LLC

  • $288 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PJUL
Innovator U.S. Equity Power Bu

ETFs
39.4K
+ 120.42%
$37.89 - $40.48 $1.49M - $1.6M
72.2K $2.92M
NJUL
Innovator Growth 100 Power Buf

Technology
24.3K
+ 65.1%
$56.73 - $60.88 $1.38M - $1.48M
61.5K $3.74M
IVV
Ishares Core S&P 500 ETF

ETFs
971
+ 3.33%
$520.18 - $576.82 $505K - $560K
30.1K $17.4M
HYDB
Ishares Tr Edge High Yield Def

ETFs
20.5K
+ 9.36%
$46.14 - $48.06 $945K - $984K
239K $11.5M
BMAR
Innovator U.S. Equity Buffer E

ETFs
12.6K
+ 3.37%
$41.71 - $45.02 $526K - $568K
387K $17.4M
VTV
Vanguard Value ETF

ETFs
1.59K
+ 2.38%
$159.75 - $174.57 $254K - $278K
68.6K $12M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
11.7K
+ 3.6%
$39.18 - $42.26 $459K - $495K
337K $14.3M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
17.6K
+ 3.49%
$26.36 - $28.69 $464K - $505K
523K $15M
WMT
Walmart Inc.

Consumer Defensive
9.07K
+ 158.34%
$66.91 - $81.4 $607K - $738K
14.8K $1.19M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
22.6K
+ 178.95%
$25.19 - $26.77 $570K - $606K
35.3K $937K
QJUN
First Tr ETF
20K
+ 138.61%
$24.85 - $27.22 $496K - $543K
34.4K $928K
BAC
Bank Of America Corp

Financial Services
13.7K
New
$36.65 - $44.13 $503K - $605K
13.7K $544K
IAU
Ishares Gold Trust

ETFs
10.9K
New
$44.06 - $50.5 $482K - $552K
10.9K $543K
SPY
Spdr S&P 500 ETF Trust

ETFs
610
+ 10.71%
$517.38 - $573.86 $316K - $350K
6.31K $3.62M
IEFA
Ishares Tr

ETFs
2.68K
+ 5.5%
$70.09 - $78.74 $188K - $211K
51.5K $4.02M
BAPR
Innovator U.S. Equity Buffer E

ETFs
5.27K
+ 5.35%
$39.97 - $43.37 $211K - $229K
104K $4.51M
FLRN
Spdr Bloomberg Investment Grad

ETFs
12.8K
+ 5.18%
$30.55 - $30.85 $390K - $394K
259K $8M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
10K
New
$31.91 - $34.68 $320K - $347K
10K $347K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.54K
+ 4.0%
$51.02 - $52.74 $181K - $187K
92K $4.85M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.87K
New
$63.28 - $70.06 $245K - $271K
3.87K $270K
PGR
Progressive Corp

Financial Services
944
New
$209.46 - $259.24 $198K - $245K
944 $239K
TMUS
T Mobile Us, Inc.

Communication Services
1.16K
New
$175.14 - $206.36 $202K - $238K
1.16K $238K
VNQ
Vanguard Specialized Funds Van

ETFs
2.32K
New
$82.97 - $98.97 $193K - $230K
2.32K $226K
PKB
Invesco Exchange Traded Fd Tr

ETFs
684
+ 4.82%
$66.28 - $79.78 $45.3K - $54.6K
14.9K $1.18M
RMD
Resmed Inc

Healthcare
102
+ 2.85%
$186.94 - $252.92 $19.1K - $25.8K
3.69K $899K
SO
Southern CO

Utilities
2.27K
New
$77.0 - $90.52 $175K - $205K
2.27K $204K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
7.44K
New
$26.01 - $27.41 $194K - $204K
7.44K $203K
IYH
Ishares Tr

ETFs
3.1K
New
$60.29 - $66.38 $187K - $206K
3.1K $201K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.11K
+ 2.6%
$36.02 - $41.68 $40.1K - $46.4K
43.9K $1.81M
ISRG
Intuitive Surgical Inc

Healthcare
408
New
$416.14 - $494.01 $170K - $202K
408 $200K
META
Meta Platforms, Inc.

Communication Services
57
+ 2.34%
$453.41 - $572.44 $25.8K - $32.6K
2.49K $1.42M
VGT
Vanguard Information Technolog

ETFs
307
+ 18.2%
$514.43 - $606.85 $158K - $186K
1.99K $1.17M
BSEP
Innovator U.S. Equity Buffer E

ETFs
3.83K
+ 25.25%
$39.49 - $42.12 $151K - $161K
19K $800K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.01K
+ 44.6%
$91.42 - $91.82 $183K - $184K
6.51K $597K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
4.7K
+ 5.04%
$24.77 - $26.7 $116K - $125K
97.9K $2.61M
FIW
First Trust Water ETF

ETFs
659
+ 5.54%
$98.0 - $109.33 $64.6K - $72K
12.6K $1.37M
GLD
Spdr Gold Trust

ETFs
508
+ 26.38%
$215.56 - $246.98 $110K - $125K
2.43K $591K
PPA
Invesco Exchange Traded Fd Tr

ETFs
461
+ 4.84%
$102.05 - $114.97 $47K - $53K
9.98K $1.15M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.26K
+ 10.95%
$50.63 - $51.11 $165K - $167K
33K $1.69M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
168
+ 12.21%
$405.19 - $478.57 $68.1K - $80.4K
1.54K $710K
FXR
First Trust Industrials/Produc

ETFs
577
+ 4.87%
$66.85 - $75.76 $38.6K - $43.7K
12.4K $941K
VTI
Vanguard Total Stock Market Et

ETFs
46
+ 0.76%
$255.18 - $283.2 $11.7K - $13K
6.1K $1.73M
AVGO
Broadcom Inc.

Technology
7.03K
+ 909.97%
$136.27 - $1745.86 $957K - $12.3M
7.8K $1.35M
VUG
Vanguard Growth ETF

ETFs
75
+ 0.98%
$341.08 - $391.94 $25.6K - $29.4K
7.77K $2.98M
PTF
Invesco Exchange Traded Fd Tr

ETFs
1.17K
+ 5.59%
$53.62 - $65.67 $62.6K - $76.7K
22.1K $1.4M
PDI
Pimco Dynamic Income Fund

Financial Services
2.27K
+ 6.43%
$18.7 - $20.25 $42.4K - $45.9K
37.6K $760K
GILD
Gilead Sciences, Inc.

Healthcare
247
+ 5.08%
$66.59 - $83.99 $16.4K - $20.7K
5.11K $428K
PG
Procter & Gamble CO

Consumer Defensive
179
+ 2.47%
$160.76 - $177.82 $28.8K - $31.8K
7.42K $1.29M
MSI
Motorola Solutions, Inc.

Technology
65
+ 6.86%
$385.65 - $450.49 $25.1K - $29.3K
1.01K $455K
Activity Summary
Buys All Purchases 157 New Holdings 18 Increased Positions 139 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email