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
ASML
Asml Holding Nv

Technology
190
+ 46.23%
$658.43 - $872.27 $125K - $166K
601 $416K
XLK
Technology Sector Spdr

ETFs
245
+ 10.51%
$220.26 - $241.44 $54K - $59.2K
2.58K $599K
BAC
Bank Of America Corp

Financial Services
330
+ 2.41%
$39.22 - $47.77 $12.9K - $15.8K
14K $617K
MNST
Monster Beverage Corp

Consumer Defensive
1.32K
+ 19.69%
$49.24 - $56.38 $65.1K - $74.5K
8.04K $422K
BX
Blackstone Inc.

Financial Services
175
+ 8.29%
$148.45 - $199.05 $26K - $34.8K
2.29K $393K
APH
Amphenol Corp

Technology
541
+ 8.94%
$62.07 - $75.35 $33.6K - $40.8K
6.59K $457K
META
Meta Platforms, Inc.

Communication Services
33
+ 1.33%
$554.08 - $632.68 $18.3K - $20.9K
2.52K $1.49M
FDS
Factset Research Systems Inc

Financial Services
96
+ 12.18%
$449.69 - $495.72 $43.2K - $47.6K
884 $424K
BSX
Boston Scientific Corp

Healthcare
15
+ 0.14%
$83.62 - $91.5 $1.25K - $1.37K
10.6K $947K
ODFL
Old Dominion Freight Line, Inc.

Industrials
495
+ 30.92%
$176.4 - $231.84 $87.3K - $115K
2.1K $369K
JKHY
Henry Jack & Associates Inc

Technology
310
+ 15.72%
$171.12 - $186.18 $53K - $57.7K
2.28K $400K
WFC
Wells Fargo & Company

Financial Services
2
+ 0.05%
$54.98 - $77.35 $110 - $155
3.69K $259K
ITW
Illinois Tool Works Inc

Industrials
239
+ 17.31%
$253.56 - $278.5 $60.6K - $66.6K
1.62K $410K
PAC
Pacific Airport Group

Industrials
261
+ 12.22%
$166.34 - $197.86 $43.4K - $51.6K
2.4K $419K
CNI
Canadian National Railway CO

Industrials
867
+ 32.23%
$100.62 - $117.12 $87.2K - $102K
3.56K $361K
NOCT
Innovator Growth 100 Power Buf

ETFs
646
+ 8.49%
$49.49 - $52.11 $32K - $33.7K
8.26K $423K
MGNI
Magnite, Inc.

Communication Services
25
+ 0.12%
$11.91 - $18.0 $298 - $450
20.6K $327K
GOOG
Alphabet Inc.

Communication Services
27
+ 1.72%
$163.08 - $198.16 $4.4K - $5.35K
1.6K $303K
ETN
Eaton Corp PLC

Industrials
116
+ 8.55%
$326.96 - $377.52 $37.9K - $43.8K
1.47K $488K
VRSK
Verisk Analytics, Inc.

Industrials
100
+ 7.03%
$262.86 - $294.75 $26.3K - $29.5K
1.52K $419K
NXPI
Nxp Semiconductors N.V.

Technology
377
+ 25.56%
$207.27 - $255.58 $78.1K - $96.4K
1.85K $384K
HSY
Hershey CO

Consumer Defensive
419
+ 22.32%
$168.67 - $193.65 $70.7K - $81.1K
2.3K $388K
JCI
Johnson Controls International PLC

Industrials
217
+ 2.34%
$74.23 - $86.6 $16.1K - $18.8K
9.49K $748K
ISRG
Intuitive Surgical Inc

Healthcare
29
+ 7.11%
$471.27 - $550.62 $13.7K - $16K
437 $228K
ITOT
Ishares Core S&P Total U.S. St

ETFs
44
+ 0.74%
$124.26 - $134.12 $5.47K - $5.9K
6.02K $774K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
295
+ 4.62%
$113.92 - $127.38 $33.6K - $37.6K
6.67K $768K
TJX
Tjx Companies Inc

Consumer Cyclical
12
+ 0.21%
$112.15 - $127.2 $1.35K - $1.53K
5.61K $677K
CNP
Centerpoint Energy Inc

Utilities
49
+ 0.67%
$28.58 - $32.66 $1.4K - $1.6K
7.33K $232K
A
Agilent Technologies, Inc.

Healthcare
387
+ 15.9%
$125.69 - $146.56 $48.6K - $56.7K
2.82K $378K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
81
+ 1.09%
$66.77 - $71.52 $5.41K - $5.79K
7.52K $518K
ADSK
Autodesk, Inc.

Technology
62
+ 4.09%
N/A
1.58K $387K
VB
Vanguard Small Cap ETF

ETFs
14
+ 0.56%
$233.76 - $261.58 $3.27K - $3.66K
2.54K $609K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
331
+ 4.27%
$80.93 - $85.66 $26.8K - $28.4K
8.09K $654K
DE
Deere & CO

Industrials
3
+ 0.33%
$389.45 - $466.0 $1.17K - $1.4K
913 $386K
INFY
Infosys LTD

Technology
508
+ 2.84%
$20.71 - $23.42 $10.5K - $11.9K
18.4K $403K
ALV
Autoliv Inc

Consumer Cyclical
9
+ 0.22%
$91.27 - $101.57 $821 - $914
4.04K $378K
KLAC
Kla Corp

Technology
107
+ 23.46%
$614.46 - $829.55 $65.7K - $88.8K
563 $354K
RACE
Ferrari N.V.

Consumer Cyclical
90
+ 11.22%
$422.83 - $490.34 $38.1K - $44.1K
892 $378K
PDEC
Innovator U.S. Equity Power Bu
129
+ 0.25%
N/A
52.3K $0
First Tr Exchng Traded Fd Vi
161K
New
N/A
161K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
302K
New
N/A
302K $0
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
199
+ 1.36%
$44.33 - $49.55 $8.82K - $9.86K
14.9K $668K
Fidelity Covington Trust
37
+ 0.48%
N/A
7.74K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
116K
New
N/A
116K $0
Aim ETF Products Trust
250K
New
N/A
250K $0
Ishares Tr
40.7K
New
N/A
40.7K $0
Lam Research Corp
6.65K
New
N/A
6.65K $0
Victory Portfolios Ii
6.25K
New
N/A
6.25K $0
Innovator Etfs Trust
9.47K
New
N/A
9.47K $0
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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