Outlook Wealth Advisors, LLC Purchases in Q3 2025

Outlook Wealth Advisors, LLC

  • $331 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSEP
Innovator U.S. Equity Buffer E

ETFs
385K
+ 1827.2%
$45.13 - $48.29 $17.4M - $18.6M
406K $19.6M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
382K
New
$29.46 - $31.08 $11.3M - $11.9M
382K $11.9M
EMB
Ishares Tr

ETFs
69.2K
+ 1029.9%
$91.52 - $95.59 $6.33M - $6.61M
75.9K $7.23M
IXG
Ishares Global Fin'L ETF

ETFs
43.8K
New
$109.57 - $116.94 $4.8M - $5.12M
43.8K $5.11M
IDV
Ishares Tr

ETFs
133K
+ 700.41%
$34.54 - $37.28 $4.59M - $4.95M
152K $5.55M
EMQQ
Emqq Emerging Markets Internet

ETFs
81.6K
New
$40.28 - $46.86 $3.29M - $3.82M
81.6K $3.79M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
63.5K
New
$26.88 - $27.78 $1.71M - $1.76M
63.5K $1.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.58K
+ 30.02%
$617.65 - $666.84 $977K - $1.05M
6.85K $4.56M
IYC
Ishares U.S. Consumer Discreti

ETFs
11K
New
$98.12 - $105.85 $1.07M - $1.16M
11K $1.15M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
18.4K
New
$56.42 - $62.19 $1.04M - $1.14M
18.4K $1.11M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
8.4K
New
$116.43 - $123.68 $978K - $1.04M
8.4K $1.04M
VTV
Vanguard Value ETF

ETFs
990
+ 1.29%
$175.51 - $186.57 $174K - $185K
77.7K $14.5M
ADI
Analog Devices Inc

Technology
2.94K
New
$220.68 - $255.63 $649K - $752K
2.94K $722K
STE
Steris PLC

Healthcare
2.89K
New
$221.21 - $252.43 $639K - $729K
2.89K $714K
ALL
Allstate Corp

Financial Services
3.25K
New
$192.0 - $214.65 $624K - $698K
3.25K $697K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
12.1K
+ 11.48%
$52.39 - $53.11 $632K - $641K
117K $6.21M
SLB
Schlumberger Limited

Energy
17.1K
New
$32.37 - $37.31 $553K - $637K
17.1K $586K
T
At&T Inc.

Communication Services
19.9K
New
$26.94 - $29.62 $537K - $590K
19.9K $562K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.8K
+ 39.23%
$39.8 - $42.86 $430K - $463K
38.3K $1.64M
GFI
Gold Fields LTD

Basic Materials
12K
New
$23.36 - $42.3 $281K - $509K
12K $504K
AVGO
Broadcom Inc.

Technology
72
+ 0.91%
$264.74 - $369.57 $19.1K - $26.6K
8.01K $2.64M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.36K
+ 60.71%
$42.26 - $47.16 $353K - $394K
22.1K $1.03M
CVX
Chevron Corp

Energy
1.67K
+ 11.89%
$145.57 - $161.83 $243K - $270K
15.7K $2.44M
IDCC
Inter Digital, Inc.

Communication Services
1.17K
New
$221.35 - $349.23 $258K - $407K
1.17K $402K
UNP
Union Pacific Corp

Industrials
1.7K
New
$214.91 - $237.16 $365K - $403K
1.7K $401K
ALGN
Align Technology Inc

Healthcare
3.19K
New
$124.88 - $207.19 $398K - $660K
3.19K $398K
VNQ
Vanguard Specialized Funds Van

ETFs
4.35K
New
$88.47 - $93.24 $385K - $405K
4.35K $397K
NTES
Net Ease, Inc.

Communication Services
2.52K
New
$127.31 - $159.34 $321K - $402K
2.52K $383K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.44K
New
$91.44 - $91.77 $314K - $315K
3.44K $315K
FAST
Fastenal CO

Industrials
6.31K
New
$42.47 - $50.39 $268K - $318K
6.31K $309K
SPG
Simon Property Group Inc

Real Estate
1.64K
New
$159.93 - $187.67 $263K - $308K
1.64K $308K
IYW
Ishares Dj Us Tech ETF

ETFs
175
+ 1.48%
$171.38 - $197.01 $30K - $34.5K
12K $2.35M
FHI
Federated Hermes, Inc.

Financial Services
5.83K
New
$44.78 - $54.1 $261K - $315K
5.83K $302K
NTAP
Net App, Inc.

Technology
2.55K
New
$101.1 - $126.36 $258K - $322K
2.55K $301K
ABT
Abbott Laboratories

Healthcare
2.25K
New
$120.51 - $136.62 $271K - $307K
2.25K $300K
VST
Vistra Corp.

Utilities
1.53K
New
$182.0 - $217.92 $278K - $333K
1.53K $299K
UBER
Uber Technologies, Inc

Technology
2.89K
+ 114.23%
$86.91 - $99.57 $251K - $288K
5.42K $530K
ETN
Eaton Corp PLC

Industrials
724
+ 56.34%
$342.99 - $392.76 $248K - $284K
2.01K $751K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
8.65K
New
$29.52 - $34.78 $255K - $301K
8.65K $292K
EXP
Eagle Materials Inc

Basic Materials
1.25K
New
$209.12 - $242.26 $262K - $304K
1.25K $292K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.82K
New
$58.97 - $60.36 $284K - $291K
4.82K $289K
NVS
Novartis Ag

Healthcare
2.24K
New
$113.5 - $129.73 $254K - $290K
2.24K $286K
PNR
Pentair PLC

Industrials
2.58K
New
$100.62 - $112.59 $260K - $291K
2.58K $285K
PH
Parker Hannifin Corp

Industrials
377
New
$697.13 - $769.67 $263K - $290K
377 $285K
PODD
Insulet Corp

Healthcare
903
New
$277.3 - $352.82 $250K - $319K
903 $278K
MPLX
Mplx LP

Energy
5.55K
New
$49.42 - $52.71 $274K - $292K
5.55K $277K
PPA
Invesco Exchange Traded Fd Tr

ETFs
318
+ 1.93%
$139.82 - $155.45 $44.5K - $49.4K
16.8K $2.61M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.5K
+ 12.82%
$42.67 - $46.91 $149K - $164K
30.8K $1.44M
WES
Western Midstream Partners, LP

Energy
6.95K
New
$37.5 - $41.18 $261K - $286K
6.95K $273K
Activity Summary
Buys All Purchases 120 New Holdings 61 Increased Positions 59 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 0
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