Outlook Wealth Advisors, LLC Reduced Holdings in Q3 2025

Outlook Wealth Advisors, LLC

  • $331 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PAUG
Innovator U.S. Equity Power Bu

ETFs
-106
- 0.57%
$40.45 - $42.49 $4.29K - $4.5K
18.4K $780K
SYY
Sysco Corp

Consumer Defensive
-258
- 3.02%
$76.33 - $82.51 $19.7K - $21.3K
8.29K $682K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-179
- 1.96%
$72.65 - $78.68 $13K - $14.1K
8.97K $702K
ALV
Autoliv Inc

Consumer Cyclical
-49
- 1.22%
$110.31 - $127.65 $5.41K - $6.25K
3.97K $490K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-105
- 2.2%
$138.08 - $151.2 $14.5K - $15.9K
4.66K $704K
ABBV
Abb Vie Inc.

Healthcare
-56
- 4.53%
$184.85 - $231.54 $10.4K - $13K
1.18K $273K
PPL
Ppl Corp

Utilities
-64
- 0.45%
$33.54 - $37.24 $2.15K - $2.38K
14.1K $524K
SCCO
Southern Copper Corp

Basic Materials
-233
- 6.18%
$90.54 - $121.36 $21.1K - $28.3K
3.54K $429K
BAC
Bank Of America Corp

Financial Services
-159
- 1.16%
$44.92 - $52.42 $7.14K - $8.33K
13.5K $696K
GPC
Genuine Parts CO

Consumer Cyclical
-32
- 0.82%
$122.23 - $142.77 $3.91K - $4.57K
3.86K $535K
MPWR
Monolithic Power Systems Inc

Technology
-23
- 4.87%
$711.24 - $922.81 $16.4K - $21.2K
449 $413K
IGE
Ishares Tr North Amern Nat Res

ETFs
-316
- 1.79%
$44.5 - $49.6 $14.1K - $15.7K
17.3K $849K
ASML
Asml Holding Nv

Technology
-24
- 4.15%
$689.63 - $968.09 $16.6K - $23.2K
555 $537K
HD
Home Depot, Inc.

Consumer Cyclical
-59
- 2.33%
$357.4 - $423.42 $21.1K - $25K
2.48K $1M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-20
- 0.05%
$43.83 - $45.64 $877 - $913
41.7K $1.9M
VTI
Vanguard Total Stock Market Et

ETFs
-195
- 3.34%
$303.93 - $329.86 $59.3K - $64.3K
5.65K $1.85M
ITB
Ishares Tr

ETFs
-383
- 4.53%
$94.18 - $117.14 $36.1K - $44.9K
8.07K $865K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-231
- 2.12%
$89.29 - $100.17 $20.6K - $23.1K
10.7K $1.07M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-5
- 0.04%
$181.56 - $190.33 $908 - $952
11.4K $2.16M
TJX
Tjx Companies Inc

Consumer Cyclical
-170
- 3.06%
$121.35 - $144.54 $20.6K - $24.6K
5.38K $777K
IQV
Iqvia Holdings Inc.

Healthcare
-24
- 0.72%
$157.68 - $200.82 $3.78K - $4.82K
3.33K $632K
XOM
Exxon Mobil Corp

Energy
-31
- 0.12%
$105.83 - $117.22 $3.28K - $3.63K
26.1K $2.94M
IAU
Ishares Gold Trust

ETFs
-530
- 3.17%
$61.62 - $72.77 $32.7K - $38.6K
16.2K $1.18M
BK
Bank Of New York Mellon Corp

Financial Services
-128
- 1.1%
$90.65 - $109.75 $11.6K - $14K
11.5K $1.25M
TPR
Tapestry, Inc.

Consumer Cyclical
-431
- 3.19%
$86.48 - $116.14 $37.3K - $50.1K
13.1K $1.48M
VUG
Vanguard Growth ETF

ETFs
-63
- 0.76%
$433.97 - $484.08 $27.3K - $30.5K
8.22K $3.94M
JNJ
Johnson & Johnson

Healthcare
-369
- 2.86%
$155.17 - $185.42 $57.3K - $68.4K
12.5K $2.32M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.58K
- 5.53%
$546.99 - $602.2 $864K - $951K
27K $16.2M
AAPL
Apple Inc.

Technology
-1.93K
- 8.33%
$202.38 - $256.87 $391K - $496K
21.3K $5.41M
GOOGL
Alphabet Inc.

Communication Services
-560
- 4.17%
$174.36 - $254.72 $97.6K - $143K
12.9K $3.13M
IVV
Ishares Core S&P 500 ETF

ETFs
-933
- 2.82%
$620.67 - $670.08 $579K - $625K
32.1K $21.5M
NVDA
Nvidia Corp

Technology
-579
- 0.83%
$153.3 - $186.58 $88.8K - $108K
69.2K $12.9M
Activity Summary
Buys All Purchases 120 New Holdings 61 Increased Positions 59 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 0
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