Outlook Wealth Advisors, LLC Incresed Positions in Q3 2024

Outlook Wealth Advisors, LLC

  • $288 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PJUL
Innovator U.S. Equity Power Bu

ETFs
39.4K
+ 120.42%
$37.89 - $40.48 $1.49M - $1.6M
72.2K $2.92M
NJUL
Innovator Growth 100 Power Buf

Technology
24.3K
+ 65.1%
$56.73 - $60.88 $1.38M - $1.48M
61.5K $3.74M
IVV
Ishares Core S&P 500 ETF

ETFs
971
+ 3.33%
$520.18 - $576.82 $505K - $560K
30.1K $17.4M
HYDB
Ishares Tr Edge High Yield Def

ETFs
20.5K
+ 9.36%
$46.14 - $48.06 $945K - $984K
239K $11.5M
BMAR
Innovator U.S. Equity Buffer E

ETFs
12.6K
+ 3.37%
$41.71 - $45.02 $526K - $568K
387K $17.4M
VTV
Vanguard Value ETF

ETFs
1.59K
+ 2.38%
$159.75 - $174.57 $254K - $278K
68.6K $12M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
11.7K
+ 3.6%
$39.18 - $42.26 $459K - $495K
337K $14.3M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
17.6K
+ 3.49%
$26.36 - $28.69 $464K - $505K
523K $15M
WMT
Walmart Inc.

Consumer Defensive
9.07K
+ 158.34%
$66.91 - $81.4 $607K - $738K
14.8K $1.19M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
22.6K
+ 178.95%
$25.19 - $26.77 $570K - $606K
35.3K $937K
QJUN
First Tr ETF
20K
+ 138.61%
$24.85 - $27.22 $496K - $543K
34.4K $928K
SPY
Spdr S&P 500 ETF Trust

ETFs
610
+ 10.71%
$517.38 - $573.86 $316K - $350K
6.31K $3.62M
IEFA
Ishares Tr

ETFs
2.68K
+ 5.5%
$70.09 - $78.74 $188K - $211K
51.5K $4.02M
BAPR
Innovator U.S. Equity Buffer E

ETFs
5.27K
+ 5.35%
$39.97 - $43.37 $211K - $229K
104K $4.51M
FLRN
Spdr Bloomberg Investment Grad

ETFs
12.8K
+ 5.18%
$30.55 - $30.85 $390K - $394K
259K $8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.54K
+ 4.0%
$51.02 - $52.74 $181K - $187K
92K $4.85M
PKB
Invesco Exchange Traded Fd Tr

ETFs
684
+ 4.82%
$66.28 - $79.78 $45.3K - $54.6K
14.9K $1.18M
RMD
Resmed Inc

Healthcare
102
+ 2.85%
$186.94 - $252.92 $19.1K - $25.8K
3.69K $899K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.11K
+ 2.6%
$36.02 - $41.68 $40.1K - $46.4K
43.9K $1.81M
META
Meta Platforms, Inc.

Communication Services
57
+ 2.34%
$453.41 - $572.44 $25.8K - $32.6K
2.49K $1.42M
VGT
Vanguard Information Technolog

ETFs
307
+ 18.2%
$514.43 - $606.85 $158K - $186K
1.99K $1.17M
BSEP
Innovator U.S. Equity Buffer E

ETFs
3.83K
+ 25.25%
$39.49 - $42.12 $151K - $161K
19K $800K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.01K
+ 44.6%
$91.42 - $91.82 $183K - $184K
6.51K $597K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
4.7K
+ 5.04%
$24.77 - $26.7 $116K - $125K
97.9K $2.61M
FIW
First Trust Water ETF

ETFs
659
+ 5.54%
$98.0 - $109.33 $64.6K - $72K
12.6K $1.37M
GLD
Spdr Gold Trust

ETFs
508
+ 26.38%
$215.56 - $246.98 $110K - $125K
2.43K $591K
PPA
Invesco Exchange Traded Fd Tr

ETFs
461
+ 4.84%
$102.05 - $114.97 $47K - $53K
9.98K $1.15M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.26K
+ 10.95%
$50.63 - $51.11 $165K - $167K
33K $1.69M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
168
+ 12.21%
$405.19 - $478.57 $68.1K - $80.4K
1.54K $710K
FXR
First Trust Industrials/Produc

ETFs
577
+ 4.87%
$66.85 - $75.76 $38.6K - $43.7K
12.4K $941K
VTI
Vanguard Total Stock Market Et

ETFs
46
+ 0.76%
$255.18 - $283.2 $11.7K - $13K
6.1K $1.73M
AVGO
Broadcom Inc.

Technology
7.03K
+ 909.97%
$136.27 - $1745.86 $957K - $12.3M
7.8K $1.35M
VUG
Vanguard Growth ETF

ETFs
75
+ 0.98%
$341.08 - $391.94 $25.6K - $29.4K
7.77K $2.98M
PTF
Invesco Exchange Traded Fd Tr

ETFs
1.17K
+ 5.59%
$53.62 - $65.67 $62.6K - $76.7K
22.1K $1.4M
PDI
Pimco Dynamic Income Fund

Financial Services
2.27K
+ 6.43%
$18.7 - $20.25 $42.4K - $45.9K
37.6K $760K
GILD
Gilead Sciences, Inc.

Healthcare
247
+ 5.08%
$66.59 - $83.99 $16.4K - $20.7K
5.11K $428K
PG
Procter & Gamble CO

Consumer Defensive
179
+ 2.47%
$160.76 - $177.82 $28.8K - $31.8K
7.42K $1.29M
MSI
Motorola Solutions, Inc.

Technology
65
+ 6.86%
$385.65 - $450.49 $25.1K - $29.3K
1.01K $455K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
1.02K
+ 2.6%
$46.89 - $52.24 $47.6K - $53.1K
40.1K $2.08M
IYW
Ishares Dj Us Tech ETF

ETFs
512
+ 5.2%
$133.16 - $158.73 $68.2K - $81.3K
10.4K $1.57M
XLK
Technology Sector Spdr

ETFs
363
+ 18.44%
$197.34 - $237.68 $71.6K - $86.3K
2.33K $526K
MA
Mastercard Inc

Financial Services
7
+ 0.48%
$429.6 - $500.99 $3.01K - $3.51K
1.46K $718K
CTAS
Cintas Corp

Industrials
1.5K
+ 321.46%
$201.38 - $819.83 $302K - $1.23M
1.96K $404K
RACE
Ferrari N.V.

Consumer Cyclical
64
+ 8.67%
$405.92 - $496.79 $26K - $31.8K
802 $376K
INFY
Infosys LTD

Technology
526
+ 3.03%
$18.76 - $23.28 $9.87K - $12.2K
17.9K $398K
A
Agilent Technologies, Inc.

Healthcare
215
+ 9.69%
$125.42 - $148.48 $27K - $31.9K
2.43K $361K
ITOT
Ishares Core S&P Total U.S. St

ETFs
284
+ 4.99%
$113.41 - $125.62 $32.2K - $35.7K
5.98K $750K
NDSN
Nordson Corp

Industrials
140
+ 11.86%
$225.0 - $262.63 $31.5K - $36.8K
1.32K $346K
BRO
Brown & Brown, Inc.

Financial Services
158
+ 4.12%
$89.11 - $105.82 $14.1K - $16.7K
3.99K $413K
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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