Outlook Wealth Advisors, LLC Portfolio Holdings
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 2024
Outlook Wealth Advisors, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $289 Million distributed in 248 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 $17.7M, Ishares Core S&P 500 ETF with a value of $17.5M, First Tr Ex Tr Viii Ft Cboe Ve with a value of $15.4M, First Tr Ex Tr Fd Viii Ft Cboe with a value of $14.4M, and Invesco Qqq Trust, Series 1 with a value of $13.4M.
Examining the 13F form we can see an increase of $716K in the current position value, from $288M to 289M.
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 248
- Current Value $289 Million
- Prior Value $288 Million
- Filing
- Period Q4 2024
- Filing Date January 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 28 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 92 stocks