Outlook Wealth Advisors, LLC Incresed Positions in Q1 2025

Outlook Wealth Advisors, LLC

  • $298 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HYDB
Ishares Tr Edge High Yield Def

ETFs
49.9K
+ 20.94%
$46.82 - $47.8 $2.33M - $2.38M
288K $13.5M
PFEB
Innovator U.S. Equity Power Bu

ETFs
45.3K
+ 614.24%
$35.54 - $37.44 $1.61M - $1.7M
52.7K $1.89M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
55.3K
+ 59.18%
$26.06 - $28.54 $1.44M - $1.58M
149K $3.9M
BMAR
Innovator U.S. Equity Buffer E

ETFs
31.7K
+ 8.26%
$44.99 - $47.69 $1.42M - $1.51M
415K $18.8M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
30.3K
+ 9.12%
$41.35 - $44.46 $1.25M - $1.35M
363K $15.3M
VTV
Vanguard Value ETF

ETFs
4.31K
+ 6.1%
$167.73 - $179.21 $722K - $772K
74.8K $12.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20K
+ 52.52%
$33.84 - $37.77 $675K - $754K
57.9K $2.13M
FLRN
Spdr Bloomberg Investment Grad

ETFs
18.7K
+ 7.57%
$30.71 - $30.87 $573K - $576K
265K $8.18M
IVV
Ishares Core S&P 500 ETF

ETFs
2.63K
+ 8.86%
$554.06 - $615.85 $1.46M - $1.62M
32.3K $18M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.55K
+ 10.28%
$51.52 - $52.37 $492K - $500K
102K $5.36M
IEFA
Ishares Tr

ETFs
2.15K
+ 4.07%
$69.57 - $78.65 $150K - $169K
55K $4.2M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
43.1K
+ 8.33%
$27.95 - $30.87 $1.2M - $1.33M
560K $15.8M
IAU
Ishares Gold Trust

ETFs
5.84K
+ 53.43%
$49.74 - $58.96 $291K - $344K
16.8K $988K
PDI
Pimco Dynamic Income Fund

Financial Services
17.9K
+ 49.85%
$18.51 - $20.05 $332K - $360K
53.9K $1.06M
FIW
First Trust Water ETF

ETFs
3.76K
+ 31.47%
$99.48 - $106.74 $374K - $401K
15.7K $1.57M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
34.1K
+ 32.49%
$13.21 - $14.63 $451K - $499K
139K $1.85M
XOM
Exxon Mobil Corp

Energy
69
+ 0.25%
$105.44 - $118.93 $7.28K - $8.21K
28.1K $3.34M
CVX
Chevron Corp

Energy
1
+ 0.01%
$146.71 - $167.97 $147 - $168
14.3K $2.4M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.48K
+ 26.09%
$113.59 - $123.29 $282K - $306K
12K $1.4M
IGE
Ishares Tr North Amern Nat Res

ETFs
5.98K
+ 53.22%
$42.6 - $46.27 $255K - $277K
17.2K $776K
JNJ
Johnson & Johnson

Healthcare
16
+ 0.12%
$142.06 - $167.7 $2.27K - $2.68K
13.3K $2.2M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.5K
+ 13.99%
$50.87 - $51.09 $229K - $230K
36.6K $1.87M
IYW
Ishares Dj Us Tech ETF

ETFs
2.5K
+ 25.2%
$140.44 - $166.79 $352K - $417K
12.4K $1.75M
FXR
First Trust Industrials/Produc

ETFs
3.18K
+ 26.83%
$68.3 - $79.81 $217K - $253K
15K $1.04M
BSX
Boston Scientific Corp

Healthcare
168
+ 1.58%
$89.38 - $106.18 $15K - $17.8K
10.8K $1.09M
PKB
Invesco Exchange Traded Fd Tr

ETFs
3.79K
+ 26.82%
$66.66 - $82.75 $253K - $313K
17.9K $1.2M
HALO
Halozyme Therapeutics, Inc.

Healthcare
36
+ 0.48%
$47.74 - $65.16 $1.72K - $2.35K
7.46K $476K
GLD
Spdr Gold Trust

ETFs
24
+ 1.0%
$243.19 - $288.14 $5.84K - $6.92K
2.43K $699K
BRO
Brown & Brown, Inc.

Financial Services
16
+ 0.41%
$100.54 - $124.4 $1.61K - $1.99K
3.9K $484K
TMUS
T Mobile Us, Inc.

Communication Services
134
+ 12.42%
$211.3 - $272.83 $28.3K - $36.6K
1.21K $323K
PJUN
Innovator U.S. Equity Power Bu

ETFs
2.94K
+ 7.81%
$36.56 - $38.35 $107K - $113K
40.5K $1.49M
BJAN
Innovator U.S. Equity Buffer E

ETFs
1.84K
+ 43.19%
$46.03 - $49.45 $84.5K - $90.8K
6.09K $282K
BJUN
Innovator U.S. Equity Buffer E

ETFs
2K
+ 8.27%
N/A
26.2K $1.02M
EPD
Enterprise Products Partners L.P.

Energy
1.35K
+ 11.63%
$31.75 - $34.14 $42.9K - $46.1K
13K $442K
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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.54K
+ 19.47%
$27.01 - $28.54 $41.5K - $43.8K
9.43K $259K
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
KNSL
Kinsale Capital Group, Inc.

Financial Services
12
+ 1.22%
$416.48 - $494.72 $5K - $5.94K
999 $486K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
86
+ 1.07%
$45.62 - $51.12 $3.92K - $4.4K
8.13K $413K
PAC
Pacific Airport Group

Industrials
4
+ 0.17%
$178.82 - $203.81 $715 - $815
2.4K $445K
PG
Procter & Gamble CO

Consumer Defensive
49
+ 0.9%
$158.56 - $176.26 $7.77K - $8.64K
5.48K $933K
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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