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
Spdr Ser Tr
11.1K
+ 112.76%
N/A
21K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
5.57K
+ 37.07%
N/A
20.6K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
177
+ 0.43%
N/A
41.7K $0
Nuveen Global High Income Fd
44.2K
+ 83.35%
N/A
97.2K $0
Innovator Etfs Trust
269
+ 0.54%
N/A
49.9K $0
Victory Portfolios Ii
1.52K
+ 24.32%
N/A
7.76K $0
GGG
Graco Inc

Industrials
46
+ 0.96%
$80.53 - $87.54 $3.7K - $4.03K
4.83K $403K
Innovator Etfs Trust
1.61K
+ 14.35%
N/A
12.8K $0
Fidelity Covington Trust
35
+ 0.45%
N/A
7.78K $0
MCO
Moodys Corp

Financial Services
9
+ 1.06%
$437.8 - $527.48 $3.94K - $4.75K
860 $400K
NDSN
Nordson Corp

Industrials
35
+ 2.21%
$200.12 - $224.07 $7K - $7.84K
1.62K $326K
CNI
Canadian National Railway CO

Industrials
71
+ 2.0%
$95.46 - $106.79 $6.78K - $7.58K
3.63K $353K
WMS
Advanced Drainage Systems, Inc.

Industrials
73
+ 2.7%
$105.29 - $126.99 $7.69K - $9.27K
2.77K $301K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
43
+ 1.97%
$154.39 - $176.55 $6.64K - $7.59K
2.23K $350K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
1.9K
+ 5.02%
$49.85 - $56.22 $94.6K - $107K
39.7K $2.01M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
29
+ 6.78%
$634.14 - $744.83 $18.4K - $21.6K
457 $289K
ASML
Asml Holding Nv

Technology
5
+ 0.83%
$662.63 - $776.99 $3.31K - $3.88K
606 $401K
ODFL
Old Dominion Freight Line, Inc.

Industrials
37
+ 1.77%
$161.13 - $209.29 $5.96K - $7.74K
2.13K $352K
FDS
Factset Research Systems Inc

Financial Services
7
+ 0.79%
$427.5 - $476.51 $2.99K - $3.34K
891 $405K
IGV
Ishares Expanded Tech Software

ETFs
60
+ 2.09%
$88.3 - $107.83 $5.3K - $6.47K
2.93K $263K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
29
+ 0.39%
$64.88 - $72.1 $1.88K - $2.09K
7.55K $493K
NXPI
Nxp Semiconductors N.V.

Technology
29
+ 1.57%
$189.99 - $245.86 $5.51K - $7.13K
1.88K $357K
RMD
Resmed Inc

Healthcare
18
+ 0.5%
$219.7 - $257.65 $3.95K - $4.64K
3.63K $798K
HLI
Houlihan Lokey, Inc.

Financial Services
16
+ 0.63%
$154.43 - $187.4 $2.47K - $3K
2.57K $414K
PANW
Palo Alto Networks Inc

Technology
84
+ 2.17%
$167.82 - $208.28 $14.1K - $17.5K
3.96K $675K
CSX
Csx Corp

Industrials
211
+ 1.72%
$29.11 - $33.67 $6.14K - $7.1K
12.5K $367K
MEDP
Medpace Holdings, Inc.

Healthcare
7
+ 0.54%
$304.69 - $360.97 $2.13K - $2.53K
1.31K $398K
A
Agilent Technologies, Inc.

Healthcare
55
+ 1.95%
$116.69 - $152.6 $6.42K - $8.39K
2.88K $336K
QLYS
Qualys, Inc.

Technology
24
+ 0.76%
$121.57 - $147.7 $2.92K - $3.54K
3.2K $403K
SNPS
Synopsys Inc

Technology
10
+ 1.2%
$428.58 - $551.54 $4.29K - $5.52K
841 $360K
VB
Vanguard Small Cap ETF

ETFs
16
+ 0.63%
$217.89 - $252.64 $3.49K - $4.04K
2.55K $565K
MSFT
Microsoft Corp

Technology
907
+ 10.79%
$375.39 - $447.2 $340K - $406K
9.31K $3.5M
DXCM
Dexcom Inc

Healthcare
10
+ 0.16%
$67.74 - $90.75 $677 - $908
6.15K $419K
ADBE
Adobe Inc.

Technology
9
+ 0.89%
$377.84 - $464.11 $3.4K - $4.18K
1.02K $389K
INFY
Infosys LTD

Technology
269
+ 1.46%
$18.06 - $22.89 $4.86K - $6.16K
18.7K $340K
VTI
Vanguard Total Stock Market Et

ETFs
111
+ 1.92%
$271.18 - $303.12 $30.1K - $33.6K
5.88K $1.61M
CDNS
Cadence Design Systems Inc

Technology
12
+ 0.75%
$233.96 - $324.52 $2.81K - $3.89K
1.62K $411K
DELL
Dell Technologies Inc.

Technology
1
+ 0.03%
$90.34 - $124.66 $90.3 - $125
3.39K $309K
TER
Teradyne, Inc

Technology
83
+ 2.58%
$82.6 - $140.0 $6.86K - $11.6K
3.3K $272K
VGT
Vanguard Information Technolog

ETFs
14
+ 0.7%
$542.38 - $646.34 $7.59K - $9.05K
2.02K $1.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.96K
+ 7.46%
$468.34 - $539.52 $916K - $1.05M
28.2K $13.2M
DECK
Deckers Outdoor Corp

Consumer Cyclical
47
+ 1.85%
$111.56 - $223.11 $5.24K - $10.5K
2.59K $289K
VUG
Vanguard Growth ETF

ETFs
31
+ 0.38%
$369.1 - $427.61 $11.4K - $13.3K
8.22K $3.05M
NVDA
Nvidia Corp

Technology
164
+ 0.28%
$106.98 - $149.43 $17.5K - $24.5K
58.5K $6.34M
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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