Outlook Wealth Advisors, LLC Incresed Positions in Q3 2025

Outlook Wealth Advisors, LLC

  • $331 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSEP
Innovator U.S. Equity Buffer E

ETFs
385K
+ 1827.2%
$45.13 - $48.29 $17.4M - $18.6M
406K $19.6M
EMB
Ishares Tr

ETFs
69.2K
+ 1029.9%
$91.52 - $95.59 $6.33M - $6.61M
75.9K $7.23M
IDV
Ishares Tr

ETFs
133K
+ 700.41%
$34.54 - $37.28 $4.59M - $4.95M
152K $5.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.58K
+ 30.02%
$617.65 - $666.84 $977K - $1.05M
6.85K $4.56M
VTV
Vanguard Value ETF

ETFs
990
+ 1.29%
$175.51 - $186.57 $174K - $185K
77.7K $14.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
12.1K
+ 11.48%
$52.39 - $53.11 $632K - $641K
117K $6.21M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.8K
+ 39.23%
$39.8 - $42.86 $430K - $463K
38.3K $1.64M
AVGO
Broadcom Inc.

Technology
72
+ 0.91%
$264.74 - $369.57 $19.1K - $26.6K
8.01K $2.64M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.36K
+ 60.71%
$42.26 - $47.16 $353K - $394K
22.1K $1.03M
CVX
Chevron Corp

Energy
1.67K
+ 11.89%
$145.57 - $161.83 $243K - $270K
15.7K $2.44M
UBER
Uber Technologies, Inc

Technology
2.89K
+ 114.23%
$86.91 - $99.57 $251K - $288K
5.42K $530K
ETN
Eaton Corp PLC

Industrials
724
+ 56.34%
$342.99 - $392.76 $248K - $284K
2.01K $751K
PPA
Invesco Exchange Traded Fd Tr

ETFs
318
+ 1.93%
$139.82 - $155.45 $44.5K - $49.4K
16.8K $2.61M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.5K
+ 12.82%
$42.67 - $46.91 $149K - $164K
30.8K $1.44M
CSCO
Cisco Systems, Inc.

Technology
3.87K
+ 31.26%
$66.2 - $71.79 $256K - $278K
16.2K $1.11M
LLY
Eli Lilly & CO

Healthcare
318
+ 107.43%
$625.65 - $812.69 $199K - $258K
614 $468K
PG
Procter & Gamble CO

Consumer Defensive
1.6K
+ 29.23%
$150.47 - $161.22 $241K - $258K
7.08K $1.09M
PLTR
Palantir Technologies Inc.

Technology
521
+ 22.71%
$130.68 - $186.97 $68.1K - $97.4K
2.82K $513K
TER
Teradyne, Inc

Technology
236
+ 6.84%
$90.15 - $137.64 $21.3K - $32.5K
3.69K $507K
PHM
Pultegroup Inc

Consumer Cyclical
49
+ 0.72%
$108.0 - $141.42 $5.29K - $6.93K
6.88K $909K
VGT
Vanguard Information Technolog

ETFs
20
+ 0.99%
$656.44 - $753.15 $13.1K - $15.1K
2.04K $1.52M
WMT
Walmart Inc.

Consumer Defensive
1.13K
+ 17.38%
$94.4 - $104.27 $107K - $118K
7.64K $787K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.47K
+ 36.32%
$96.22 - $98.19 $141K - $144K
5.51K $540K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.53K
+ 11.59%
$81.75 - $84.54 $125K - $129K
14.7K $1.24M
FIW
First Trust Water ETF

ETFs
333
+ 2.12%
$107.54 - $115.08 $35.8K - $38.3K
16.1K $1.81M
JPM
Jpmorgan Chase & CO

Financial Services
17
+ 0.51%
$282.78 - $316.06 $4.81K - $5.37K
3.35K $1.06M
IYF
Ishares Tr

ETFs
253
+ 2.45%
$119.89 - $127.16 $30.3K - $32.2K
10.6K $1.34M
XLK
Technology Sector Spdr

ETFs
106
+ 6.1%
$250.97 - $282.66 $26.6K - $30K
1.85K $520K
WMS
Advanced Drainage Systems, Inc.

Industrials
82
+ 2.98%
$110.89 - $148.5 $9.09K - $12.2K
2.84K $393K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
46
+ 4.04%
$224.68 - $282.71 $10.3K - $13K
1.18K $330K
PDI
Pimco Dynamic Income Fund

Financial Services
1.33K
+ 2.46%
$18.85 - $20.07 $25.1K - $26.7K
55.6K $1.1M
FANG
Diamondback Energy, Inc.

Energy
394
+ 18.29%
$134.53 - $152.5 $53K - $60.1K
2.55K $364K
VEA
Vanguard Ftse Developed Market

ETFs
199
+ 1.05%
$56.02 - $60.3 $11.1K - $12K
19.2K $1.15M
BJUL
Innovator U.S. Equity Buffer E

ETFs
710
+ 5.94%
$47.14 - $49.66 $33.5K - $35.3K
12.7K $629K
VB
Vanguard Small Cap ETF

ETFs
52
+ 2.04%
$237.58 - $259.17 $12.4K - $13.5K
2.6K $662K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
21
+ 2.31%
$275.84 - $326.36 $5.79K - $6.85K
930 $303K
IAK
Ishares Tr

ETFs
379
+ 3.25%
$126.37 - $134.46 $47.9K - $51K
12.1K $1.62M
AMAT
Applied Materials Inc

Technology
47
+ 3.96%
$156.25 - $204.95 $7.34K - $9.63K
1.23K $252K
VIG
Vanguard Dividend Appreciation

ETFs
144
+ 7.92%
N/A
1.96K $357K
NEE
Nextera Energy Inc

Utilities
44
+ 1.5%
$69.77 - $77.54 $3.07K - $3.41K
2.99K $225K
CNP
Centerpoint Energy Inc

Utilities
43
+ 0.58%
$35.77 - $39.16 $1.54K - $1.68K
7.46K $289K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
53
+ 0.58%
$67.48 - $71.55 $3.58K - $3.79K
9.15K $647K
CAPL
Cross America Partners LP

Energy
600
+ 5.13%
$19.62 - $22.22 $11.8K - $13.3K
12.3K $258K
SRLN
Ssga Active Trust

ETFs
200
+ 3.18%
$41.28 - $41.65 $8.26K - $8.33K
6.5K $270K
EMHC
Spdr Bloomberg Emerging Market
3
+ 0.03%
$24.31 - $25.33 $72.9 - $76
10.8K $271K
IBM
International Business Machines Corp

Technology
55
+ 6.34%
$234.77 - $292.47 $12.9K - $16.1K
922 $260K
VRT
Vertiv Holdings CO

Industrials
37
+ 0.54%
N/A
6.83K $592K
Fidelity Covington Trust
34
+ 0.44%
N/A
7.85K $0
ILCG
Ishares Morningstar Growth ETF
51
+ 0.85%
N/A
6.03K $0
Activity Summary
Buys All Purchases 120 New Holdings 61 Increased Positions 59 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 0
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