Outlook Wealth Advisors, LLC Incresed Positions in Q4 2024

Outlook Wealth Advisors, LLC

  • $289 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
538
+ 0.93%
$117.0 - $148.88 $62.9K - $80.1K
58.3K $7.83M
JNK
Spdr Bloomberg High Yield Bond

ETFs
6.22K
+ 184.62%
$94.77 - $97.36 $589K - $605K
9.59K $915K
AVGO
Broadcom Inc.

Technology
141
+ 1.81%
$159.67 - $250.0 $22.5K - $35.3K
7.94K $1.84M
PANW
Palo Alto Networks Inc

Technology
3.18K
+ 458.07%
$181.96 - $405.9 $578K - $1.29M
3.87K $704K
GOOGL
Alphabet Inc.

Communication Services
639
+ 4.85%
$161.86 - $196.66 $103K - $126K
13.8K $2.62M
VUG
Vanguard Growth ETF

ETFs
424
+ 5.46%
$378.79 - $428.11 $161K - $182K
8.19K $3.36M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.28K
+ 34.78%
$80.13 - $83.77 $343K - $358K
16.6K $1.33M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
404
+ 35.88%
$260.53 - $404.79 $105K - $164K
1.53K $585K
V
Visa Inc.

Financial Services
273
+ 6.47%
$273.87 - $320.91 $74.8K - $87.6K
4.49K $1.42M
ZTS
Zoetis Inc.

Healthcare
2.15K
+ 66.9%
$162.24 - $194.42 $349K - $419K
5.37K $875K
AMZN
Amazon Com Inc

Consumer Cyclical
104
+ 2.47%
$180.88 - $232.93 $18.8K - $24.2K
4.32K $947K
QLYS
Qualys, Inc.

Technology
910
+ 40.14%
$119.24 - $159.23 $109K - $145K
3.18K $445K
CDNS
Cadence Design Systems Inc

Technology
391
+ 32.21%
$249.1 - $324.54 $97.4K - $127K
1.61K $482K
NOW
Service Now, Inc.

Technology
9
+ 1.09%
$867.18 - $1148.42 $7.8K - $10.3K
836 $886K
DECK
Deckers Outdoor Corp

Consumer Cyclical
163
+ 6.84%
$152.04 - $211.12 $24.8K - $34.4K
2.55K $516K
CRM
Salesforce, Inc.

Technology
127
+ 8.97%
$270.87 - $367.87 $34.4K - $46.7K
1.54K $515K
MA
Mastercard Inc

Financial Services
150
+ 10.3%
$491.3 - $536.15 $73.7K - $80.4K
1.61K $845K
JPM
Jpmorgan Chase & CO

Financial Services
134
+ 4.12%
$205.18 - $250.29 $27.5K - $33.5K
3.39K $811K
CPRT
Copart Inc

Consumer Cyclical
1.53K
+ 24.33%
$51.36 - $63.8 $78.7K - $97.7K
7.83K $449K
JNJ
Johnson & Johnson

Healthcare
2.16K
+ 19.44%
$143.34 - $165.86 $309K - $358K
13.3K $1.92M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.49K
+ 38.55%
$69.3 - $74.3 $103K - $111K
5.36K $382K
BSEP
Innovator U.S. Equity Buffer E

ETFs
2.26K
+ 11.89%
$41.8 - $43.67 $94.4K - $98.7K
21.3K $912K
MSFT
Microsoft Corp

Technology
404
+ 5.05%
$406.35 - $454.46 $164K - $184K
8.4K $3.54M
HON
Honeywell International Inc

Industrials
23
+ 0.49%
$202.84 - $236.0 $4.67K - $5.43K
4.69K $1.06M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
955
+ 14.68%
$91.29 - $91.8 $87.2K - $87.7K
7.46K $682K
AXP
American Express CO

Financial Services
19
+ 0.64%
$267.35 - $305.57 $5.08K - $5.81K
2.99K $888K
GRMN
Garmin LTD

Technology
58
+ 2.55%
$161.91 - $220.77 $9.39K - $12.8K
2.33K $480K
SNPS
Synopsys Inc

Technology
189
+ 29.44%
$485.36 - $588.0 $91.7K - $111K
831 $403K
VGT
Vanguard Information Technolog

ETFs
8
+ 0.4%
$571.78 - $647.97 $4.57K - $5.18K
2K $1.24M
ASML
Asml Holding Nv

Technology
190
+ 46.23%
$658.43 - $872.27 $125K - $166K
601 $416K
CBSH
Commerce Bancshares Inc

Financial Services
898
+ 14.25%
$57.04 - $74.36 $51.2K - $66.8K
7.2K $448K
BAC
Bank Of America Corp

Financial Services
330
+ 2.41%
$39.22 - $47.77 $12.9K - $15.8K
14K $617K
XLK
Technology Sector Spdr

ETFs
245
+ 10.51%
$220.26 - $241.44 $54K - $59.2K
2.58K $599K
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
FDS
Factset Research Systems Inc

Financial Services
96
+ 12.18%
$449.69 - $495.72 $43.2K - $47.6K
884 $424K
META
Meta Platforms, Inc.

Communication Services
33
+ 1.33%
$554.08 - $632.68 $18.3K - $20.9K
2.52K $1.49M
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
GGG
Graco Inc

Industrials
769
+ 19.16%
$81.45 - $92.29 $62.6K - $71K
4.78K $403K
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
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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