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
FDS
Factset Research Systems Inc

Financial Services
71
+ 9.9%
$397.04 - $469.48 $28.2K - $33.3K
788 $362K
PAYX
Paychex Inc

Industrials
196
+ 7.39%
$116.17 - $135.19 $22.8K - $26.5K
2.85K $382K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
362
+ 4.89%
$75.88 - $83.21 $27.5K - $30.1K
7.76K $645K
PAC
Pacific Airport Group

Industrials
187
+ 9.59%
$150.24 - $184.66 $28.1K - $34.5K
2.14K $371K
LLY
Eli Lilly & CO

Healthcare
80
+ 35.4%
$772.14 - $960.02 $61.8K - $76.8K
306 $271K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
394
+ 5.44%
$43.9 - $52.34 $17.3K - $20.6K
7.64K $393K
GGG
Graco Inc

Industrials
404
+ 11.19%
$77.82 - $87.64 $31.4K - $35.4K
4.01K $351K
ICVT
Ishares Tr Convertible Bond Et

ETFs
80
+ 0.69%
$77.24 - $83.67 $6.18K - $6.69K
11.6K $972K
ITW
Illinois Tool Works Inc

Industrials
124
+ 9.86%
$233.14 - $263.97 $28.9K - $32.7K
1.38K $361K
TPR
Tapestry, Inc.

Consumer Cyclical
130
+ 0.93%
$36.29 - $47.94 $4.72K - $6.23K
14K $659K
ODFL
Old Dominion Freight Line, Inc.

Industrials
160
+ 11.1%
$178.41 - $210.18 $28.5K - $33.6K
1.6K $317K
SCCO
Southern Copper Corp

Basic Materials
335
+ 11.32%
$94.1 - $120.43 $31.5K - $40.3K
3.3K $380K
UNP
Union Pacific Corp

Industrials
103
+ 5.57%
$221.78 - $256.09 $22.8K - $26.4K
1.95K $480K
MPWR
Monolithic Power Systems Inc

Technology
12
+ 2.46%
$757.04 - $947.16 $9.08K - $11.4K
499 $461K
MCO
Moodys Corp

Financial Services
31
+ 3.69%
$421.49 - $494.67 $13.1K - $15.3K
870 $412K
V
Visa Inc.

Financial Services
19
+ 0.45%
$253.74 - $291.56 $4.82K - $5.54K
4.22K $1.16M
SYY
Sysco Corp

Consumer Defensive
14
+ 0.17%
$69.16 - $78.98 $968 - $1.11K
8.24K $643K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
51
+ 1.2%
$110.06 - $128.44 $5.61K - $6.55K
4.31K $548K
VB
Vanguard Small Cap ETF

ETFs
34
+ 1.37%
$214.77 - $237.72 $7.3K - $8.08K
2.52K $598K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
162
+ 1.84%
$69.16 - $76.64 $11.2K - $12.4K
8.95K $672K
ELS
Equity Lifestyle Properties Inc

Real Estate
301
+ 5.86%
$63.6 - $76.23 $19.1K - $22.9K
5.44K $388K
XP
Xp Inc.

Financial Services
2.6K
+ 19.21%
$15.95 - $20.0 $41.5K - $52.1K
16.2K $289K
JKHY
Henry Jack & Associates Inc

Technology
155
+ 8.53%
$160.87 - $177.06 $24.9K - $27.4K
1.97K $348K
MNST
Monster Beverage Corp

Consumer Defensive
647
+ 10.66%
$45.01 - $52.47 $29.1K - $33.9K
6.71K $350K
GRMN
Garmin LTD

Technology
89
+ 4.07%
$161.1 - $183.29 $14.3K - $16.3K
2.27K $400K
IDXX
Idexx Laboratories Inc

Healthcare
64
+ 9.95%
$455.08 - $517.19 $29.1K - $33.1K
707 $357K
ETN
Eaton Corp PLC

Industrials
54
+ 4.14%
$272.52 - $333.02 $14.7K - $18K
1.36K $449K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
94
+ 5.79%
$210.25 - $231.86 $19.8K - $21.8K
1.72K $383K
AME
Ametek Inc

Industrials
183
+ 10.65%
$152.74 - $176.01 $28K - $32.2K
1.9K $326K
DE
Deere & CO

Industrials
2
+ 0.22%
$344.84 - $418.0 $690 - $836
910 $379K
ABBV
Abb Vie Inc.

Healthcare
38
+ 3.19%
$163.84 - $199.33 $6.23K - $7.57K
1.23K $243K
HSY
Hershey CO

Consumer Defensive
130
+ 7.44%
$182.45 - $203.25 $23.7K - $26.4K
1.88K $359K
JPM
Jpmorgan Chase & CO

Financial Services
43
+ 1.34%
$194.9 - $224.8 $8.38K - $9.67K
3.25K $685K
CBSH
Commerce Bancshares Inc

Financial Services
217
+ 3.57%
$55.02 - $65.08 $11.9K - $14.1K
6.3K $374K
CNI
Canadian National Railway CO

Industrials
303
+ 12.69%
$110.1 - $123.65 $33.4K - $37.5K
2.69K $315K
RELX
Relx PLC

Communication Services
438
+ 5.71%
$44.1 - $48.86 $19.3K - $21.4K
8.11K $384K
SPMD
Spdr Portfolio

ETFs
61
+ 0.69%
$50.29 - $54.92 $3.07K - $3.35K
8.89K $485K
LSCC
Lattice Semiconductor Corp

Technology
1K
+ 23.19%
$41.64 - $62.95 $41.6K - $63K
5.31K $282K
CRM
Salesforce, Inc.

Technology
25
+ 1.8%
$238.42 - $276.53 $5.96K - $6.91K
1.42K $387K
NTES
Net Ease, Inc.

Communication Services
388
+ 10.3%
$76.41 - $96.46 $29.6K - $37.4K
4.15K $388K
AMGN
Amgen Inc

Healthcare
37
+ 2.53%
$309.38 - $337.38 $11.4K - $12.5K
1.5K $482K
ADSK
Autodesk, Inc.

Technology
107
+ 7.59%
$245.83 - $245.83 $26.3K - $26.3K
1.52K $372K
CPRT
Copart Inc

Consumer Cyclical
627
+ 11.06%
$49.19 - $55.54 $30.8K - $34.8K
6.3K $330K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
168
+ 17.54%
$233.4 - $302.36 $39.2K - $50.8K
1.13K $305K
WMS
Advanced Drainage Systems, Inc.

Industrials
160
+ 8.3%
$140.18 - $178.56 $22.4K - $28.6K
2.09K $328K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.01K
+ 533.51%
$150.73 - $974.56 $302K - $1.95M
2.38K $379K
XBAP
Innovator ETF Tr Us Equity Acc
30
+ 0.23%
$31.28 - $33.37 $938 - $1K
13.3K $444K
VRSK
Verisk Analytics, Inc.

Industrials
46
+ 3.34%
$260.31 - $285.99 $12K - $13.2K
1.42K $381K
AMD
Advanced Micro Devices Inc

Technology
45
+ 2.8%
$128.67 - $183.96 $5.79K - $8.28K
1.66K $271K
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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