Outlook Wealth Advisors, LLC New Holdings in Q4 2024

Outlook Wealth Advisors, LLC

  • $289 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
13.1K
New
$52.45 - $60.02 $686K - $785K
13.1K $773K
DXCM
Dexcom Inc

Healthcare
6.14K
New
$65.68 - $81.01 $403K - $497K
6.14K $477K
KNSL
Kinsale Capital Group, Inc.

Financial Services
987
New
$424.05 - $524.22 $419K - $517K
987 $459K
HLI
Houlihan Lokey, Inc.

Financial Services
2.55K
New
$158.81 - $190.49 $405K - $486K
2.55K $442K
MEDP
Medpace Holdings, Inc.

Healthcare
1.3K
New
$308.93 - $363.58 $402K - $473K
1.3K $432K
RIO
Rio Tinto PLC

Basic Materials
6.97K
New
$58.59 - $71.15 $408K - $496K
6.97K $410K
CSX
Csx Corp

Industrials
12.3K
New
$31.58 - $36.88 $388K - $453K
12.3K $396K
LOGI
Logitech International S.A.

Technology
4.79K
New
$77.08 - $91.82 $369K - $440K
4.79K $394K
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.7K
New
$32.65 - $33.68 $381K - $393K
11.7K $382K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
2.18K
New
$165.45 - $196.93 $361K - $430K
2.18K $361K
MAYZ
Listed Fds Tr Trueshares Struc
11K
New
$29.94 - $31.53 $328K - $346K
11K $329K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
428
New
$701.85 - $1046.91 $300K - $448K
428 $304K
BOCT
Innovator U.S. Equity Buffer E

ETFs
6.62K
New
$42.04 - $44.04 $278K - $291K
6.62K $286K
IWF
Ishares Russell 1000 Gr ETF

ETFs
604
New
$370.24 - $418.94 $224K - $253K
604 $242K
PLTR
Palantir Technologies Inc.

Technology
3.14K
New
$36.46 - $82.38 $115K - $259K
3.14K $237K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.19K
New
$172.07 - $207.36 $204K - $246K
1.19K $234K
COST
Costco Wholesale Corp

Consumer Defensive
238
New
$873.59 - $994.69 $208K - $237K
238 $218K
BJAN
Innovator U.S. Equity Buffer E

ETFs
4.25K
New
$46.38 - $47.95 $197K - $204K
4.25K $203K
Spdr Ser Tr
9.85K
New
N/A
9.85K $0
Lam Research Corp
6.65K
New
N/A
6.65K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
302K
New
N/A
302K $0
Ishares Tr
40.7K
New
N/A
40.7K $0
Innovator Etfs Trust
9.47K
New
N/A
9.47K $0
First Tr Exchng Traded Fd Vi
161K
New
N/A
161K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
116K
New
N/A
116K $0
Aim ETF Products Trust
250K
New
N/A
250K $0
Victory Portfolios Ii
6.25K
New
N/A
6.25K $0
Activity Summary
Buys All Purchases 133 New Holdings 28 Increased Positions 105 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email