Outlook Wealth Advisors, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $277 Million distributed in 256 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Innovator U.S. Equity Buffer E with a value of $16.2M, Ishares Core S&P 500 ETF with a value of $16M, First Tr Ex Tr Viii Ft Cboe Ve with a value of $14.1M, First Tr Ex Tr Fd Viii Ft Cboe with a value of $13.2M, and Invesco Qqq Trust, Series 1 with a value of $12.4M.
Examining the 13F form we can see an decrease of $8.23M in the current position value, from $285M to 277M.
Below you can find more details about Outlook Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$277 Million
ETFs: $149 Million
Technology: $32 Million
Financial Services: $17.8 Million
Energy: $8.9 Million
Healthcare: $8.52 Million
Industrials: $7.9 Million
Consumer Cyclical: $6.04 Million
Communication Services: $5.62 Million
Other: $9.47 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions