Outlook Wealth Advisors, LLC Purchases in Q1 2025

Outlook Wealth Advisors, LLC

  • $298 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HYDB
Ishares Tr Edge High Yield Def

ETFs
49.9K
+ 20.94%
$46.82 - $47.8 $2.33M - $2.38M
288K $13.5M
PFEB
Innovator U.S. Equity Power Bu

ETFs
45.3K
+ 614.24%
$35.54 - $37.44 $1.61M - $1.7M
52.7K $1.89M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
55.3K
+ 59.18%
$26.06 - $28.54 $1.44M - $1.58M
149K $3.9M
BMAR
Innovator U.S. Equity Buffer E

ETFs
31.7K
+ 8.26%
$44.99 - $47.69 $1.42M - $1.51M
415K $18.8M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
30.3K
+ 9.12%
$41.35 - $44.46 $1.25M - $1.35M
363K $15.3M
VTV
Vanguard Value ETF

ETFs
4.31K
+ 6.1%
$167.73 - $179.21 $722K - $772K
74.8K $12.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20K
+ 52.52%
$33.84 - $37.77 $675K - $754K
57.9K $2.13M
KR
Kroger CO

Consumer Defensive
9.73K
New
$58.36 - $67.72 $568K - $659K
9.73K $658K
AUGZ
Listed Fds Tr Trueshares Struc

Technology
17.4K
New
$36.95 - $40.02 $642K - $695K
17.4K $651K
EMB
Ishares Tr

ETFs
6.8K
New
$88.64 - $92.03 $603K - $626K
6.8K $614K
IQV
Iqvia Holdings Inc.

Healthcare
3.35K
New
$176.3 - $209.96 $590K - $703K
3.35K $590K
IDV
Ishares Tr

ETFs
18.8K
New
$27.0 - $31.7 $507K - $595K
18.8K $585K
VRT
Vertiv Holdings CO

Industrials
6.58K
New
N/A
6.58K $569K
IVV
Ishares Core S&P 500 ETF

ETFs
2.63K
+ 8.86%
$554.06 - $615.85 $1.46M - $1.62M
32.3K $18M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.55K
+ 10.28%
$51.52 - $52.37 $492K - $500K
102K $5.36M
PPL
Ppl Corp

Utilities
14.2K
New
$31.68 - $36.11 $449K - $511K
14.2K $511K
BAPR
Innovator U.S. Equity Buffer E

ETFs
16.8K
+ 16.59%
$41.97 - $46.03 $704K - $772K
118K $4.98M
IEFA
Ishares Tr

ETFs
2.15K
+ 4.07%
$69.57 - $78.65 $150K - $169K
55K $4.2M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
43.1K
+ 8.33%
$27.95 - $30.87 $1.2M - $1.33M
560K $15.8M
GPC
Genuine Parts CO

Consumer Cyclical
3.89K
New
$115.91 - $129.02 $451K - $502K
3.89K $463K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
20.2K
New
$21.73 - $23.02 $438K - $464K
20.2K $453K
IAU
Ishares Gold Trust

ETFs
5.84K
+ 53.43%
$49.74 - $58.96 $291K - $344K
16.8K $988K
PDI
Pimco Dynamic Income Fund

Financial Services
17.9K
+ 49.85%
$18.51 - $20.05 $332K - $360K
53.9K $1.06M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
15.4K
New
$25.06 - $25.98 $385K - $399K
15.4K $396K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
8.3K
New
$39.53 - $46.13 $328K - $383K
8.3K $370K
FIW
First Trust Water ETF

ETFs
3.76K
+ 31.47%
$99.48 - $106.74 $374K - $401K
15.7K $1.57M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
34.1K
+ 32.49%
$13.21 - $14.63 $451K - $499K
139K $1.85M
XOM
Exxon Mobil Corp

Energy
69
+ 0.25%
$105.44 - $118.93 $7.28K - $8.21K
28.1K $3.34M
CVX
Chevron Corp

Energy
1
+ 0.01%
$146.71 - $167.97 $147 - $168
14.3K $2.4M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.48K
+ 26.09%
$113.59 - $123.29 $282K - $306K
12K $1.4M
IGE
Ishares Tr North Amern Nat Res

ETFs
5.98K
+ 53.22%
$42.6 - $46.27 $255K - $277K
17.2K $776K
JNJ
Johnson & Johnson

Healthcare
16
+ 0.12%
$142.06 - $167.7 $2.27K - $2.68K
13.3K $2.2M
EMHC
Spdr Bloomberg Emerging Market
10.3K
New
$23.72 - $24.56 $244K - $253K
10.3K $248K
SRLN
Ssga Active Trust

ETFs
6.03K
New
$41.02 - $41.99 $247K - $253K
6.03K $247K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
8.12K
New
$29.41 - $31.79 $239K - $258K
8.12K $241K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.5K
+ 13.99%
$50.87 - $51.09 $229K - $230K
36.6K $1.87M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
8.1K
New
$28.55 - $29.09 $231K - $236K
8.1K $233K
IBM
International Business Machines Corp

Technology
851
New
$217.4 - $264.74 $185K - $225K
851 $211K
VNQ
Vanguard Specialized Funds Van

ETFs
2.32K
New
$85.55 - $94.34 $199K - $219K
2.32K $208K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
6.05K
New
$32.91 - $34.28 $199K - $207K
6.05K $201K
IYW
Ishares Dj Us Tech ETF

ETFs
2.5K
+ 25.2%
$140.44 - $166.79 $352K - $417K
12.4K $1.75M
FXR
First Trust Industrials/Produc

ETFs
3.18K
+ 26.83%
$68.3 - $79.81 $217K - $253K
15K $1.04M
BSX
Boston Scientific Corp

Healthcare
168
+ 1.58%
$89.38 - $106.18 $15K - $17.8K
10.8K $1.09M
PKB
Invesco Exchange Traded Fd Tr

ETFs
3.79K
+ 26.82%
$66.66 - $82.75 $253K - $313K
17.9K $1.2M
HALO
Halozyme Therapeutics, Inc.

Healthcare
36
+ 0.48%
$47.74 - $65.16 $1.72K - $2.35K
7.46K $476K
GLD
Spdr Gold Trust

ETFs
24
+ 1.0%
$243.19 - $288.14 $5.84K - $6.92K
2.43K $699K
BRO
Brown & Brown, Inc.

Financial Services
16
+ 0.41%
$100.54 - $124.4 $1.61K - $1.99K
3.9K $484K
TMUS
T Mobile Us, Inc.

Communication Services
134
+ 12.42%
$211.3 - $272.83 $28.3K - $36.6K
1.21K $323K
PJUN
Innovator U.S. Equity Power Bu

ETFs
2.94K
+ 7.81%
$36.56 - $38.35 $107K - $113K
40.5K $1.49M
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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