Outlook Wealth Advisors, LLC Portfolio Holdings
Outlook Wealth Advisors, LLC
- $277 Million
- Q2 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 256
- Current Value $277 Million
- Prior Value $285 Million
- Filing
- Period Q2 2024
- Filing Date July 18, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 43 stocks
- Additional Purchases 71 stocks
- Sold out of 0 stocks
- Reduced holdings in 100 stocks