Outlook Wealth Advisors, LLC Sells in Q3 2025

Outlook Wealth Advisors, LLC

  • $331 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BMAR
Innovator U.S. Equity Buffer E

ETFs
-416K
- 98.26%
$48.97 - $51.59 $20.4M - $21.5M
7.38K $380K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-554K
- 96.58%
$30.87 - $32.18 $17.1M - $17.8M
19.6K $629K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-248K
- 92.22%
$30.71 - $30.86 $7.63M - $7.66M
21K $646K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-168K
- 45.21%
$44.81 - $46.39 $7.53M - $7.79M
204K $9.45M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-113K
- 75.63%
$29.18 - $31.13 $3.3M - $3.53M
36.5K $1.14M
STC
Stewart Information Services Corp

Financial Services
-49.8K
- 50.0%
$56.87 - $76.58 $2.83M - $3.82M
49.8K $3.65M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-27K
- 57.56%
$45.17 - $46.89 $1.22M - $1.27M
19.9K $932K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-14.9K
- 5.1%
$47.03 - $47.97 $701K - $715K
277K $13.3M
PANW
Palo Alto Networks Inc

Technology
-1.84K
- 47.79%
$167.06 - $208.19 $307K - $383K
2.01K $409K
NFLX
Netflix Inc

Communication Services
-197
- 20.54%
$1147.87 - $1297.18 $226K - $256K
762 $913K
FDS
Factset Research Systems Inc

Financial Services
-97
- 11.06%
$283.86 - $450.3 $27.5K - $43.7K
780 $223K
TTD
Trade Desk, Inc.

Technology
-239
- 4.53%
$43.93 - $89.76 $10.5K - $21.5K
5.04K $247K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-12.7K
- 9.27%
$13.62 - $14.27 $172K - $181K
124K $1.77M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-150
- 15.24%
$415.15 - $489.89 $62.3K - $73.5K
834 $354K
XP
Xp Inc.

Financial Services
-4.56K
- 19.25%
$16.0 - $20.11 $73K - $91.7K
19.1K $359K
CTAS
Cintas Corp

Industrials
-371
- 17.01%
$199.29 - $226.27 $73.9K - $83.9K
1.81K $371K
JKHY
Henry Jack & Associates Inc

Technology
-280
- 12.37%
$148.45 - $182.09 $41.6K - $51K
1.98K $295K
ACN
Accenture PLC

Technology
-7
- 0.35%
$232.56 - $304.78 $1.63K - $2.13K
2.02K $497K
META
Meta Platforms, Inc.

Communication Services
-132
- 5.28%
$695.21 - $791.73 $91.8K - $105K
2.37K $1.74M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-259
- 17.27%
$459.11 - $506.91 $119K - $131K
1.24K $623K
CBSH
Commerce Bancshares Inc

Financial Services
-1.37K
- 19.32%
$58.61 - $66.11 $80.3K - $90.6K
5.72K $341K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-1.58K
- 8.86%
$59.5 - $62.99 $93.7K - $99.2K
16.2K $1.02M
NOW
Service Now, Inc.

Technology
-8
- 0.97%
$850.86 - $1044.69 $6.81K - $8.36K
815 $750K
MA
Mastercard Inc

Financial Services
-187
- 11.64%
$550.18 - $598.96 $103K - $112K
1.42K $807K
MCO
Moodys Corp

Financial Services
-148
- 17.19%
$472.69 - $521.32 $70K - $77.2K
713 $339K
RACE
Ferrari N.V.

Consumer Cyclical
-170
- 19.23%
$436.24 - $517.65 $74.2K - $88K
714 $346K
MNST
Monster Beverage Corp

Consumer Defensive
-1.8K
- 23.0%
$58.65 - $67.31 $106K - $121K
6.03K $406K
SPGI
S&P Global Inc.

Financial Services
-8
- 0.41%
$484.94 - $564.15 $3.88K - $4.51K
1.96K $951K
KLAC
Kla Corp

Technology
-172
- 30.77%
$843.9 - $1078.6 $145K - $186K
387 $417K
ADSK
Autodesk, Inc.

Technology
-331
- 20.73%
N/A
1.27K $311K
APH
Amphenol Corp

Technology
-1.93K
- 30.53%
$97.39 - $125.4 $188K - $242K
4.39K $543K
CDNS
Cadence Design Systems Inc

Technology
-408
- 25.77%
$309.46 - $373.37 $126K - $152K
1.18K $412K
GGG
Graco Inc

Industrials
-646
- 13.59%
$82.58 - $88.81 $53.3K - $57.4K
4.11K $349K
CNI
Canadian National Railway CO

Industrials
-234
- 6.54%
$92.01 - $106.6 $21.5K - $24.9K
3.34K $315K
ZTS
Zoetis Inc.

Healthcare
-30
- 0.56%
$141.13 - $159.19 $4.23K - $4.78K
5.33K $780K
MGNI
Magnite, Inc.

Communication Services
-208
- 1.02%
$21.75 - $26.52 $4.52K - $5.52K
20.3K $441K
KR
Kroger CO

Consumer Defensive
-104
- 1.07%
$64.52 - $74.35 $6.71K - $7.73K
9.61K $647K
DE
Deere & CO

Industrials
-4
- 0.44%
$457.26 - $524.37 $1.83K - $2.1K
906 $414K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-5
- 0.24%
$138.59 - $171.12 $693 - $856
2.11K $296K
GRMN
Garmin LTD

Technology
-528
- 23.06%
$211.13 - $246.22 $111K - $130K
1.76K $433K
NXPI
Nxp Semiconductors N.V.

Technology
-266
- 14.32%
$205.16 - $239.07 $54.6K - $63.6K
1.59K $362K
IDXX
Idexx Laboratories Inc

Healthcare
-193
- 22.73%
$514.61 - $682.78 $99.3K - $132K
656 $419K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.54K
- 16.3%
$26.38 - $27.95 $40.5K - $42.9K
7.89K $215K
ITW
Illinois Tool Works Inc

Industrials
-210
- 13.39%
$252.31 - $269.41 $53K - $56.6K
1.36K $354K
RMD
Resmed Inc

Healthcare
-325
- 8.99%
$252.01 - $293.73 $81.9K - $95.5K
3.29K $900K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-658
- 1.81%
$50.82 - $51.09 $33.4K - $33.6K
35.7K $1.82M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-629
- 7.84%
$45.54 - $48.43 $28.6K - $30.5K
7.39K $344K
KMB
Kimberly Clark Corp

Consumer Defensive
-32
- 0.88%
$121.72 - $136.77 $3.9K - $4.38K
3.62K $449K
IRM
Iron Mountain Inc

Real Estate
-127
- 1.75%
$89.46 - $104.46 $11.4K - $13.3K
7.12K $725K
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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