Outlook Wealth Advisors, LLC Reduced Holdings in Q3 2024

Outlook Wealth Advisors, LLC

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

ETFs
-85K
- 67.94%
$34.72 - $36.88 $2.95M - $3.13M
40.1K $1.48M
ITB
Ishares Tr

ETFs
-14.6K
- 62.24%
$97.52 - $128.64 $1.42M - $1.88M
8.85K $1.12M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-26.7K
- 42.47%
$33.74 - $37.96 $902K - $1.01M
36.2K $1.36M
CDNS
Cadence Design Systems Inc

Technology
-2.6K
- 68.17%
$246.84 - $321.11 $642K - $835K
1.21K $329K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-8.8K
- 45.21%
$74.26 - $78.84 $654K - $694K
10.7K $836K
GOOGL
Alphabet Inc.

Communication Services
-161
- 1.21%
$148.65 - $191.18 $23.9K - $30.8K
13.2K $2.19M
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.6K
- 22.65%
$79.29 - $84.02 $285K - $302K
12.3K $1.03M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2.48K
- 42.45%
$93.65 - $97.81 $233K - $243K
3.37K $329K
CVX
Chevron Corp

Energy
-507
- 3.36%
$137.88 - $161.97 $69.9K - $82.1K
14.6K $2.15M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-5.21K
- 22.68%
$50.37 - $55.21 $262K - $288K
17.8K $966K
NVDA
Nvidia Corp

Technology
-72
- 0.12%
$98.91 - $134.91 $7.12K - $9.71K
57.8K $7.01M
SPGI
S&P Global Inc.

Financial Services
-570
- 22.57%
$446.32 - $527.38 $254K - $301K
1.96K $1.01M
ASML
Asml Holding Nv

Technology
-17
- 3.97%
$749.82 - $1098.95 $12.7K - $18.7K
411 $342K
DELL
Dell Technologies Inc.

Technology
-112
- 3.24%
$87.89 - $145.97 $9.84K - $16.3K
3.34K $396K
VEA
Vanguard Ftse Developed Market

ETFs
-2.85K
- 13.18%
$47.6 - $53.31 $136K - $152K
18.8K $990K
FANG
Diamondback Energy, Inc.

Energy
-3
- 0.13%
$168.46 - $210.94 $505 - $633
2.29K $395K
NVT
N Vent Electric PLC

Industrials
-116
- 1.59%
$60.72 - $81.19 $7.04K - $9.42K
7.17K $503K
ELV
Elevance Health, Inc.

Healthcare
-19
- 1.12%
$500.12 - $562.29 $9.5K - $10.7K
1.67K $870K
AMAT
Applied Materials Inc

Technology
-19
- 1.59%
$174.88 - $254.97 $3.32K - $4.84K
1.18K $238K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-790
- 9.16%
$50.52 - $50.95 $39.9K - $40.3K
7.84K $398K
HON
Honeywell International Inc

Industrials
-19
- 0.41%
$196.73 - $220.21 $3.74K - $4.18K
4.67K $965K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-806
- 15.93%
$54.98 - $59.51 $44.3K - $48K
4.26K $253K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-923
- 9.0%
$39.31 - $41.32 $36.3K - $38.1K
9.34K $385K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-545
- 17.17%
$77.02 - $85.06 $42K - $46.4K
2.63K $222K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.9K
- 11.47%
$41.02 - $46.01 $78K - $87.5K
14.7K $668K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-712
- 8.73%
$60.84 - $67.51 $43.3K - $48.1K
7.44K $502K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-2.17K
- 1.94%
$12.65 - $13.91 $27.4K - $30.2K
109K $1.51M
EPD
Enterprise Products Partners L.P.

Energy
-688
- 5.6%
$27.88 - $30.0 $19.2K - $20.6K
11.6K $337K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-860
- 9.57%
$28.28 - $30.21 $24.3K - $26K
8.13K $245K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-940
- 4.41%
$33.3 - $35.24 $31.3K - $33.1K
20.4K $717K
FISV
Fiserv Inc

Technology
-75
- 1.87%
N/A
3.93K $492K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.19K
- 4.33%
$33.61 - $35.94 $40K - $42.7K
26.2K $943K
CRF
Cornerstone Total Return Fund Inc

Financial Services
-778
- 5.2%
$7.11 - $8.09 $5.53K - $6.29K
14.2K $114K
XOM
Exxon Mobil Corp

Energy
-525
- 1.84%
$109.72 - $119.0 $57.6K - $62.5K
28K $3.28M
USEP
Innovator U.S. Equity Ultra Bu
-1.78K
- 12.41%
N/A
12.6K $0
Innovator Etfs Trust
-37
- 0.33%
N/A
11.2K $0
Linde PLC
-11
- 1.3%
N/A
836 $0
Pimco ETF Tr
-26.1K
- 79.75%
N/A
6.62K $0
PNOV
Innovator U.S. Equity Power Bu
-181
- 1.63%
N/A
10.9K $0
BAUG
Innovator U.S. Equity Buffer E
-252
- 2.04%
N/A
12.1K $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.05K
- 7.98%
$162.83 - $179.16 $170K - $188K
12.1K $2.16M
SWN
Southwestern Energy CO

Energy
-20
- 0.1%
$6.0 - $7.15 $120 - $143
19.1K $136K
MGNI
Magnite, Inc.

Communication Services
-184
- 0.89%
$12.37 - $15.84 $2.28K - $2.91K
20.6K $284K
QTJL
Innovator Etfs Tr Growth Accel
-152
- 0.98%
$27.71 - $31.13 $4.21K - $4.73K
15.4K $476K
KMB
Kimberly Clark Corp

Consumer Defensive
-23
- 0.62%
$135.05 - $148.35 $3.11K - $3.41K
3.66K $521K
STAG
Stag Industrial, Inc.

Real Estate
-170
- 2.22%
$35.42 - $40.98 $6.02K - $6.97K
7.49K $292K
CI
Cigna Corp

Healthcare
-41
- 2.0%
$319.12 - $367.1 $13.1K - $15.1K
2.01K $694K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-157
- 1.36%
$30.27 - $34.42 $4.75K - $5.4K
11.4K $387K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-140
- 0.7%
$35.57 - $37.86 $4.98K - $5.3K
19.9K $751K
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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