Outlook Wealth Advisors, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $288 Million distributed in 254 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 $17.4M, Ishares Core S&P 500 ETF with a value of $17.4M, First Tr Ex Tr Viii Ft Cboe Ve with a value of $15M, First Tr Ex Tr Fd Viii Ft Cboe with a value of $14.3M, and Invesco Qqq Trust, Series 1 with a value of $13M.
Examining the 13F form we can see an increase of $11.2M in the current position value, from $277M to 288M.
Below you can find more details about Outlook Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
