Outlook Wealth Advisors, LLC Incresed Positions in Q2 2025

Outlook Wealth Advisors, LLC

  • $322 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
11.4K
+ 19.44%
$94.31 - $157.99 $1.07M - $1.8M
69.8K $11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
379
+ 1.35%
$416.06 - $551.64 $158K - $209K
28.5K $15.7M
IVV
Ishares Core S&P 500 ETF

ETFs
754
+ 2.33%
$498.8 - $620.9 $376K - $468K
33.1K $20.5M
BMAR
Innovator U.S. Equity Buffer E

ETFs
8.73K
+ 2.1%
$41.56 - $49.04 $363K - $428K
424K $20.8M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
13.3K
+ 2.37%
$25.96 - $30.99 $345K - $412K
573K $17.8M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
8.58K
+ 2.36%
$38.96 - $44.84 $334K - $385K
372K $16.7M
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.47K
+ 37.31%
$105.2 - $141.69 $470K - $633K
16.5K $2.33M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
34.8K
+ 226.53%
$25.13 - $26.07 $875K - $908K
50.2K $1.3M
AVGO
Broadcom Inc.

Technology
60
+ 0.76%
$146.29 - $275.65 $8.78K - $16.5K
7.94K $2.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
970
+ 22.56%
$496.48 - $617.85 $482K - $599K
5.27K $3.26M
VUG
Vanguard Growth ETF

ETFs
66
+ 0.8%
$329.49 - $438.4 $21.7K - $28.9K
8.29K $3.63M
IEFA
Ishares Tr

ETFs
1.84K
+ 3.35%
$67.83 - $84.09 $125K - $155K
56.8K $4.74M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
949
+ 0.64%
$23.95 - $29.34 $22.7K - $27.8K
150K $4.39M
SNPS
Synopsys Inc

Technology
767
+ 91.2%
$380.9 - $517.66 $292K - $397K
1.61K $824K
META
Meta Platforms, Inc.

Communication Services
27
+ 1.09%
$484.66 - $738.09 $13.1K - $19.9K
2.5K $1.85M
NJUL
Innovator Growth 100 Power Buf

Technology
169
+ 0.4%
$56.05 - $68.06 $9.47K - $11.5K
42.9K $2.92M
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.19K
+ 1.46%
$44.64 - $47.48 $187K - $199K
292K $13.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.54K
+ 49.15%
$35.35 - $42.68 $160K - $194K
13.8K $586K
NOW
Service Now, Inc.

Technology
7
+ 0.86%
$721.65 - $1040.18 $5.05K - $7.28K
823 $846K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.72K
+ 2.66%
$51.68 - $52.76 $141K - $144K
105K $5.55M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.59K
+ 21.11%
$58.41 - $72.69 $93.1K - $116K
9.14K $664K
JPM
Jpmorgan Chase & CO

Financial Services
52
+ 1.59%
$210.28 - $289.91 $10.9K - $15.1K
3.33K $965K
VEA
Vanguard Ftse Developed Market

ETFs
406
+ 2.19%
$45.65 - $57.01 $18.5K - $23.1K
19K $1.08M
FIW
First Trust Water ETF

ETFs
40
+ 0.25%
$90.26 - $108.05 $3.61K - $4.32K
15.7K $1.7M
FLRN
Spdr Bloomberg Investment Grad

ETFs
4.15K
+ 1.56%
$30.29 - $30.83 $126K - $128K
269K $8.3M
AMZN
Amazon Com Inc

Consumer Cyclical
11
+ 0.27%
$167.32 - $223.3 $1.84K - $2.46K
4.16K $912K
CSCO
Cisco Systems, Inc.

Technology
20
+ 0.16%
$53.19 - $69.38 $1.06K - $1.39K
12.4K $858K
FXR
First Trust Industrials/Produc

ETFs
110
+ 0.73%
$60.85 - $74.22 $6.69K - $8.16K
15.1K $1.12M
IDV
Ishares Tr

ETFs
204
+ 1.09%
$27.79 - $34.84 $5.67K - $7.11K
19K $654K
GLD
Spdr Gold Trust

ETFs
46
+ 1.9%
$273.71 - $316.29 $12.6K - $14.5K
2.47K $753K
MPC
Marathon Petroleum Corp

Energy
60
+ 2.81%
$118.55 - $170.08 $7.11K - $10.2K
2.2K $364K
IBM
International Business Machines Corp

Technology
16
+ 1.88%
$221.03 - $294.78 $3.54K - $4.72K
867 $255K
SPGI
S&P Global Inc.

Financial Services
8
+ 0.41%
$438.31 - $527.29 $3.51K - $4.22K
1.96K $1.04M
TER
Teradyne, Inc

Technology
157
+ 4.76%
$67.96 - $91.05 $10.7K - $14.3K
3.45K $310K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1.4K
+ 6.91%
$21.37 - $22.67 $29.8K - $31.6K
21.6K $486K
WFC
Wells Fargo & Company

Financial Services
19
+ 0.51%
$60.98 - $80.12 $1.16K - $1.52K
3.76K $301K
MCO
Moodys Corp

Financial Services
1
+ 0.12%
$396.7 - $501.59 $397 - $502
861 $431K
MA
Mastercard Inc

Financial Services
8
+ 0.5%
$479.92 - $590.74 $3.84K - $4.73K
1.61K $903K
VIG
Vanguard Dividend Appreciation

ETFs
110
+ 6.44%
N/A
1.82K $331K
TJX
Tjx Companies Inc

Consumer Cyclical
89
+ 1.63%
$119.13 - $135.03 $10.6K - $12K
5.55K $685K
VRT
Vertiv Holdings CO

Industrials
219
+ 3.33%
N/A
6.8K $588K
EMHC
Spdr Bloomberg Emerging Market
480
+ 4.66%
$23.06 - $24.61 $11.1K - $11.8K
10.8K $265K
MLPX
Global X Mlp & Energy Infrastr

ETFs
581
+ 3.38%
$55.32 - $65.02 $32.1K - $37.8K
17.8K $1.11M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 2.08%
$908.13 - $1056.85 $4.54K - $5.28K
245 $242K
SRLN
Ssga Active Trust

ETFs
267
+ 4.43%
$39.47 - $41.59 $10.5K - $11.1K
6.3K $261K
SPIB
Spdr Portfolio Intermediate Te

ETFs
256
+ 4.11%
$32.62 - $33.58 $8.35K - $8.6K
6.48K $217K
SYY
Sysco Corp

Consumer Defensive
33
+ 0.39%
$68.0 - $75.91 $2.24K - $2.51K
8.55K $647K
CNP
Centerpoint Energy Inc

Utilities
45
+ 0.61%
$35.5 - $39.05 $1.6K - $1.76K
7.42K $272K
IGE
Ishares Tr North Amern Nat Res

ETFs
435
+ 2.53%
$38.21 - $46.01 $16.6K - $20K
17.6K $780K
Activity Summary
Buys All Purchases 97 New Holdings 23 Increased Positions 74 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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