Outlook Wealth Advisors, LLC Purchases in Q3 2024

Outlook Wealth Advisors, LLC

  • $288 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
25
+ 1.8%
$238.42 - $276.53 $5.96K - $6.91K
1.42K $387K
NTES
Net Ease, Inc.

Communication Services
388
+ 10.3%
$76.41 - $96.46 $29.6K - $37.4K
4.15K $388K
AMGN
Amgen Inc

Healthcare
37
+ 2.53%
$309.38 - $337.38 $11.4K - $12.5K
1.5K $482K
ADSK
Autodesk, Inc.

Technology
107
+ 7.59%
$245.83 - $245.83 $26.3K - $26.3K
1.52K $372K
CPRT
Copart Inc

Consumer Cyclical
627
+ 11.06%
$49.19 - $55.54 $30.8K - $34.8K
6.3K $330K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
168
+ 17.54%
$233.4 - $302.36 $39.2K - $50.8K
1.13K $305K
WMS
Advanced Drainage Systems, Inc.

Industrials
160
+ 8.3%
$140.18 - $178.56 $22.4K - $28.6K
2.09K $328K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.01K
+ 533.51%
$150.73 - $974.56 $302K - $1.95M
2.38K $379K
XBAP
Innovator ETF Tr Us Equity Acc
30
+ 0.23%
$31.28 - $33.37 $938 - $1K
13.3K $444K
VRSK
Verisk Analytics, Inc.

Industrials
46
+ 3.34%
$260.31 - $285.99 $12K - $13.2K
1.42K $381K
APH
Amphenol Corp

Technology
335
+ 5.86%
$58.39 - $70.41 $19.6K - $23.6K
6.05K $394K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4
+ 0.05%
$28.11 - $29.42 $112 - $118
7.72K $227K
QLYS
Qualys, Inc.

Technology
283
+ 14.26%
$120.88 - $149.14 $34.2K - $42.2K
2.27K $291K
IGE
Ishares Tr North Amern Nat Res

ETFs
160
+ 1.35%
$42.07 - $45.59 $6.73K - $7.29K
12.1K $531K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
24
+ 2.76%
$460.0 - $505.78 $11K - $12.1K
892 $414K
BJUN
Innovator U.S. Equity Buffer E

ETFs
209
+ 0.82%
$39.1 - $39.1 $8.17K - $8.17K
25.5K $998K
AMZN
Amazon Com Inc

Consumer Cyclical
187
+ 4.64%
$161.02 - $200.0 $30.1K - $37.4K
4.21K $785K
PANW
Palo Alto Networks Inc

Technology
5
+ 0.73%
$294.18 - $368.01 $1.47K - $1.84K
694 $237K
Te Connectivity PLC
2.4K
New
N/A
2.4K $0
Aim ETF Products Trust
356K
New
N/A
356K $0
VUSB
Vanguard Bd Index Fds
21.9K
New
N/A
21.9K $0
Aim ETF Products Trust
269K
New
N/A
269K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
516
+ 0.43%
N/A
121K $0
BRLN
Blackrock ETF Tr Ii Fltg Rate
16.6K
+ 111.8%
N/A
31.5K $0
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.06%
$182.15 - $182.15 $182 - $182
1.76K $320K
Elevation Series Trust
54.2K
New
N/A
54.2K $0
Nuveen Global High Income Fd
3.41K
+ 6.46%
N/A
56.1K $0
Innovator Etfs Trust
2.4K
+ 5.08%
N/A
49.6K $0
Innovator Etfs Trust
49.2K
+ 231.22%
N/A
70.5K $0
Listed Fd Tr
9.52K
New
N/A
9.52K $0
Innovator Etfs Trust
49K
+ 64.47%
N/A
125K $0
Innovator Etfs Trust
64.7K
+ 159.85%
N/A
105K $0
PDEC
Innovator U.S. Equity Power Bu
502
+ 0.97%
N/A
52.2K $0
KLAC
Kla Corp

Technology
28
+ 6.54%
$696.17 - $892.35 $19.5K - $25K
456 $352K
PSEP
Innovator U.S. Equity Power Bu
82K
+ 322.38%
N/A
107K $0
Invesco Exchange Traded Fd T
1.92K
+ 6.07%
N/A
33.6K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
6.57K
+ 16.02%
N/A
47.5K $0
First Tr Exchng Traded Fd Vi
862
+ 0.55%
N/A
157K $0
Elevation Series Trust
26.8K
New
N/A
26.8K $0
Fidelity Covington Trust
34
+ 0.44%
N/A
7.71K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
1.19K
+ 8.18%
N/A
15.7K $0
GNTX
Gentex Corp

Consumer Cyclical
1.16K
+ 12.64%
$28.39 - $35.19 $32.8K - $40.7K
10.3K $305K
SWKS
Skyworks Solutions, Inc.

Technology
201
+ 6.31%
$96.22 - $120.68 $19.3K - $24.3K
3.39K $334K
WFC
Wells Fargo & Company

Financial Services
39
+ 1.07%
$51.58 - $60.97 $2.01K - $2.38K
3.69K $208K
CNP
Centerpoint Energy Inc

Utilities
52
+ 0.72%
$25.63 - $30.55 $1.33K - $1.59K
7.28K $214K
ADBE
Adobe Inc.

Technology
38
+ 4.49%
$508.13 - $586.55 $19.3K - $22.3K
884 $457K
NXPI
Nxp Semiconductors N.V.

Technology
102
+ 7.43%
$225.14 - $290.78 $23K - $29.7K
1.48K $354K
GOOG
Alphabet Inc.

Communication Services
41
+ 2.69%
$149.54 - $192.66 $6.13K - $7.9K
1.57K $262K
SNPS
Synopsys Inc

Technology
58
+ 9.93%
$463.97 - $621.3 $26.9K - $36K
642 $325K
Activity Summary
Buys All Purchases 157 New Holdings 18 Increased Positions 139 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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