Outlook Wealth Advisors, LLC Portfolio Holdings
Outlook Wealth Advisors, LLC
- $331 Million
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 290
- Current Value $331 Million
- Prior Value $322 Million
- Filing
- Period Q3 2025
- Filing Date October 30, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 61 stocks
- Additional Purchases 59 stocks
- Sold out of 0 stocks
- Reduced holdings in 133 stocks