Outlook Wealth Advisors, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $331 Million distributed in 290 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $21.5M, Innovator U.S. Equity Buffer E with a value of $19.6M, Invesco Qqq Trust, Series 1 with a value of $16.2M, Vanguard Value ETF with a value of $14.5M, and Ishares Tr Edge High Yield Def with a value of $13.3M.
Examining the 13F form we can see an increase of $8.17M in the current position value, from $322M to 331M.
Below you can find more details about Outlook Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$331 Million
ETFs: $204 Million
Technology: $38.8 Million
Financial Services: $19.5 Million
Industrials: $9.29 Million
Energy: $9.09 Million
Communication Services: $8.19 Million
Healthcare: $7.77 Million
Consumer Cyclical: $6.44 Million
Other: $11.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
