Outlook Wealth Advisors, LLC Sells in Q4 2024

Outlook Wealth Advisors, LLC

  • $289 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLRN
Spdr Bloomberg Investment Grad

ETFs
-12.9K
- 4.98%
$30.67 - $30.84 $396K - $398K
246K $7.57M
PG
Procter & Gamble CO

Consumer Defensive
-1.99K
- 26.84%
$161.05 - $179.7 $321K - $358K
5.43K $910K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-1.29K
- 0.54%
$46.68 - $47.95 $60.2K - $61.9K
238K $11.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.16K
- 9.49%
$38.37 - $42.82 $160K - $178K
39.7K $1.52M
XOM
Exxon Mobil Corp

Energy
-21
- 0.07%
$105.51 - $125.37 $2.22K - $2.63K
28K $3.01M
PHM
Pultegroup Inc

Consumer Cyclical
-44
- 0.63%
$108.86 - $149.04 $4.79K - $6.56K
6.92K $753K
ITB
Ishares Tr

ETFs
-223
- 2.52%
$103.31 - $129.34 $23K - $28.8K
8.62K $891K
QCOM
Qualcomm Inc

Technology
-1.01K
- 23.09%
$150.4 - $178.04 $153K - $181K
3.38K $518K
MPWR
Monolithic Power Systems Inc

Technology
-40
- 8.02%
$560.06 - $942.58 $22.4K - $37.7K
459 $271K
NJUL
Innovator Growth 100 Power Buf

Technology
-4.86K
- 7.9%
$60.22 - $63.94 $293K - $311K
56.7K $3.56M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-643
- 5.33%
$174.22 - $187.62 $112K - $121K
11.4K $2M
FIW
First Trust Water ETF

ETFs
-626
- 4.98%
$102.02 - $110.91 $63.9K - $69.4K
11.9K $1.22M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-4.93K
- 6.84%
$40.12 - $41.68 $198K - $206K
67.3K $2.77M
PKB
Invesco Exchange Traded Fd Tr

ETFs
-742
- 4.99%
$75.72 - $88.37 $56.2K - $65.6K
14.1K $1.07M
IRM
Iron Mountain Inc

Real Estate
-94
- 1.25%
$101.62 - $128.14 $9.55K - $12K
7.41K $778K
NEE
Nextera Energy Inc

Utilities
-2
- 0.02%
$69.77 - $85.43 $140 - $171
8.24K $591K
PDI
Pimco Dynamic Income Fund

Financial Services
-1.57K
- 4.19%
$18.33 - $20.85 $28.8K - $32.8K
36K $659K
VEA
Vanguard Ftse Developed Market

ETFs
-86
- 0.46%
$47.57 - $52.44 $4.09K - $4.51K
18.7K $892K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-2.46K
- 16.47%
$43.33 - $45.42 $107K - $112K
12.5K $556K
RMD
Resmed Inc

Healthcare
-74
- 2.01%
$228.69 - $256.07 $16.9K - $18.9K
3.61K $826K
CVX
Chevron Corp

Energy
-247
- 1.69%
$141.15 - $162.53 $34.9K - $40.1K
14.3K $2.08M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-302
- 7.0%
$119.34 - $127.78 $36K - $38.6K
4.01K $478K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-2.54K
- 6.34%
$36.63 - $37.8 $93.2K - $96.1K
37.6K $1.41M
SOXX
Ishares Semiconductor ETF

ETFs
-220
- 19.13%
$211.27 - $239.8 $46.5K - $52.8K
930 $200K
WFRD
Weatherford International PLC

Energy
-16
- 0.35%
$67.1 - $94.33 $1.07K - $1.51K
4.53K $324K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-2.28K
- 5.68%
$51.31 - $55.61 $117K - $127K
37.8K $2.02M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-479
- 4.8%
$113.79 - $124.5 $54.5K - $59.6K
9.5K $1.09M
FXR
First Trust Industrials/Produc

ETFs
-600
- 4.83%
$74.81 - $83.27 $44.9K - $50K
11.8K $885K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-1.39K
- 5.43%
N/A
24.2K $944K
IGE
Ishares Tr North Amern Nat Res

ETFs
-822
- 6.82%
$41.52 - $48.01 $34.1K - $39.5K
11.2K $479K
VTI
Vanguard Total Stock Market Et

ETFs
-322
- 5.28%
$280.04 - $302.45 $90.2K - $97.4K
5.77K $1.67M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-891
- 2.7%
$50.73 - $51.08 $45.2K - $45.5K
32.1K $1.64M
MPC
Marathon Petroleum Corp

Energy
-34
- 1.74%
$131.65 - $174.84 $4.48K - $5.94K
1.92K $267K
COP
Conocophillips

Energy
-16
- 0.2%
$95.12 - $114.72 $1.52K - $1.84K
7.86K $779K
FANG
Diamondback Energy, Inc.

Energy
-135
- 5.88%
$153.06 - $199.5 $20.7K - $26.9K
2.16K $353K
STAG
Stag Industrial, Inc.

Real Estate
-12
- 0.16%
$33.22 - $39.1 $399 - $469
7.48K $253K
QJUN
First Tr ETF
-2.6K
- 7.56%
$26.78 - $28.75 $69.6K - $74.7K
31.8K $890K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-4.48K
- 4.57%
$26.53 - $28.09 $119K - $126K
93.5K $2.57M
SPMD
Spdr Portfolio

ETFs
-641
- 7.21%
$54.13 - $59.56 $34.7K - $38.2K
8.25K $450K
ABBV
Abb Vie Inc.

Healthcare
-50
- 4.06%
$164.99 - $203.87 $8.25K - $10.2K
1.18K $209K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-21
- 0.16%
$26.79 - $30.35 $563 - $637
13.5K $366K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.17K
- 5.87%
$37.61 - $38.92 $43.9K - $45.4K
18.7K $719K
XBAP
Innovator ETF Tr Us Equity Acc
-1.08K
- 8.1%
$33.19 - $34.23 $35.8K - $37K
12.3K $417K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-2.8K
- 2.69%
$42.96 - $45.15 $120K - $126K
101K $4.48M
CLH
Clean Harbors Inc

Industrials
-4
- 0.18%
$228.61 - $263.39 $914 - $1.05K
2.27K $521K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-27
- 1.75%
$442.29 - $483.08 $11.9K - $13K
1.52K $687K
RGA
Reinsurance Group Of America Inc

Financial Services
-15
- 0.45%
$201.26 - $231.95 $3.02K - $3.48K
3.33K $711K
BRO
Brown & Brown, Inc.

Financial Services
-113
- 2.83%
$100.93 - $113.42 $11.4K - $12.8K
3.88K $395K
NVT
N Vent Electric PLC

Industrials
-12
- 0.17%
$67.69 - $79.19 $812 - $950
7.16K $488K
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
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