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
BJAN
Innovator U.S. Equity Buffer E

ETFs
1.84K
+ 43.19%
$46.03 - $49.45 $84.5K - $90.8K
6.09K $282K
EPD
Enterprise Products Partners L.P.

Energy
1.35K
+ 11.63%
$31.75 - $34.14 $42.9K - $46.1K
13K $442K
BJUN
Innovator U.S. Equity Buffer E

ETFs
2K
+ 8.27%
N/A
26.2K $1.02M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
765
+ 19.07%
$113.13 - $127.79 $86.5K - $97.8K
4.78K $545K
MLPX
Global X Mlp & Energy Infrastr

ETFs
3
+ 0.02%
$59.6 - $67.2 $179 - $202
17.2K $1.1M
PTF
Invesco Exchange Traded Fd Tr

ETFs
5.53K
+ 26.55%
$56.97 - $77.14 $315K - $427K
26.4K $1.57M
CTAS
Cintas Corp

Industrials
21
+ 0.97%
$182.09 - $208.14 $3.82K - $4.37K
2.19K $449K
XP
Xp Inc.

Financial Services
511
+ 2.15%
$11.05 - $15.69 $5.65K - $8.02K
24.3K $334K
MNST
Monster Beverage Corp

Consumer Defensive
19
+ 0.24%
$46.16 - $58.58 $877 - $1.11K
8.06K $471K
MPC
Marathon Petroleum Corp

Energy
216
+ 11.24%
$134.72 - $159.03 $29.1K - $34.4K
2.14K $311K
VRSK
Verisk Analytics, Inc.

Industrials
7
+ 0.46%
$268.63 - $301.33 $1.88K - $2.11K
1.53K $455K
CNP
Centerpoint Energy Inc

Utilities
46
+ 0.63%
$30.87 - $36.25 $1.42K - $1.67K
7.37K $267K
KLAC
Kla Corp

Technology
8
+ 1.42%
$636.62 - $777.63 $5.09K - $6.22K
571 $388K
ZVIA
Zevia Pbc

Consumer Defensive
13.3K
New
$2.03 - $4.83 $26.9K - $64K
13.3K $28K
KNSL
Kinsale Capital Group, Inc.

Financial Services
12
+ 1.22%
$416.48 - $494.72 $5K - $5.94K
999 $486K
PAC
Pacific Airport Group

Industrials
4
+ 0.17%
$178.82 - $203.81 $715 - $815
2.4K $445K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
86
+ 1.07%
$45.62 - $51.12 $3.92K - $4.4K
8.13K $413K
PG
Procter & Gamble CO

Consumer Defensive
49
+ 0.9%
$158.56 - $176.26 $7.77K - $8.64K
5.48K $933K
JKHY
Henry Jack & Associates Inc

Technology
18
+ 0.79%
$166.47 - $191.28 $3K - $3.44K
2.3K $419K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
52
+ 0.58%
$66.9 - $71.57 $3.48K - $3.72K
9.09K $636K
SOXX
Ishares Semiconductor ETF

ETFs
222
+ 23.87%
$188.17 - $235.81 $41.8K - $52.3K
1.15K $217K
JEPI
J P Morgan Exchange Traded Fd

ETFs
350
+ 8.23%
$56.17 - $59.71 $19.7K - $20.9K
4.61K $261K
SCCO
Southern Copper Corp

Basic Materials
78
+ 2.1%
$85.92 - $101.48 $6.7K - $7.92K
3.8K $355K
RIO
Rio Tinto PLC

Basic Materials
111
+ 1.59%
$58.19 - $64.29 $6.46K - $7.14K
7.08K $425K
ZTS
Zoetis Inc.

Healthcare
14
+ 0.26%
$156.48 - $175.67 $2.19K - $2.46K
5.39K $886K
LOGI
Logitech International S.A.

Technology
11
+ 0.23%
$81.64 - $105.06 $898 - $1.16K
4.8K $405K
HSY
Hershey CO

Consumer Defensive
39
+ 1.7%
$144.74 - $186.36 $5.64K - $7.27K
2.34K $399K
IDXX
Idexx Laboratories Inc

Healthcare
14
+ 1.64%
$406.29 - $469.04 $5.69K - $6.57K
866 $363K
SPMD
Spdr Portfolio

ETFs
791
+ 9.59%
$50.21 - $57.73 $39.7K - $45.7K
9.04K $461K
WFC
Wells Fargo & Company

Financial Services
50
+ 1.36%
$66.78 - $81.42 $3.34K - $4.07K
3.74K $268K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.84%
$890.62 - $1076.86 $1.78K - $2.15K
240 $226K
SYY
Sysco Corp

Consumer Defensive
256
+ 3.1%
$70.0 - $77.13 $17.9K - $19.7K
8.51K $638K
RACE
Ferrari N.V.

Consumer Cyclical
7
+ 0.78%
$413.73 - $508.15 $2.9K - $3.56K
899 $384K
ITW
Illinois Tool Works Inc

Industrials
59
+ 3.64%
$244.9 - $274.48 $14.4K - $16.2K
1.68K $416K
MPWR
Monolithic Power Systems Inc

Technology
15
+ 3.27%
$565.7 - $720.25 $8.49K - $10.8K
474 $274K
ADSK
Autodesk, Inc.

Technology
10
+ 0.63%
N/A
1.59K $390K
CBSH
Commerce Bancshares Inc

Financial Services
30
+ 0.42%
$58.85 - $68.59 $1.77K - $2.06K
7.23K $449K
ITOT
Ishares Core S&P Total U.S. St

ETFs
364
+ 6.04%
$120.29 - $134.6 $43.8K - $49K
6.39K $775K
Listed Fd Tr
8.36K
New
N/A
8.36K $0
Innovator Etfs Trust
28.3K
New
N/A
28.3K $0
BRLN
Blackrock ETF Tr Ii Fltg Rate
4.43K
+ 14.53%
N/A
34.9K $0
VUSB
Vanguard Bd Index Fds
93
+ 0.42%
N/A
22K $0
Invesco Exchange Traded Fd T
10.4K
+ 32.11%
N/A
42.8K $0
Lam Research Corp
3K
+ 45.14%
N/A
9.66K $0
PDEC
Innovator U.S. Equity Power Bu
58.5K
+ 111.88%
N/A
111K $0
Pimco ETF Tr
10.5K
New
N/A
10.5K $0
Innovator Etfs Trust
6.46K
New
N/A
6.46K $0
Innovator Etfs Trust
45.5K
New
N/A
45.5K $0
Innovator Etfs Trust
1.64K
+ 13.52%
N/A
13.8K $0
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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