Outlook Wealth Advisors, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $298 Million distributed in 262 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 $18.8M, Ishares Core S&P 500 ETF with a value of $18M, First Tr Ex Tr Viii Ft Cboe Ve with a value of $15.8M, First Tr Ex Tr Fd Viii Ft Cboe with a value of $15.3M, and Ishares Tr Edge High Yield Def with a value of $13.5M.
Examining the 13F form we can see an increase of $8.61M in the current position value, from $289M to 298M.
Below you can find more details about Outlook Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$298 Million
ETFs: $164 Million
Technology: $26.6 Million
Financial Services: $22 Million
Healthcare: $9.08 Million
Industrials: $8.58 Million
Energy: $8.18 Million
Consumer Cyclical: $6.77 Million
Communication Services: $5.29 Million
Other: $10 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
