Outlook Wealth Advisors, LLC Portfolio Holdings

Outlook Wealth Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $322 Million distributed in 269 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 $20.8M, Ishares Core S&P 500 ETF with a value of $20.5M, First Tr Ex Tr Viii Ft Cboe Ve with a value of $17.8M, First Tr Ex Tr Fd Viii Ft Cboe with a value of $16.7M, and Invesco Qqq Trust, Series 1 with a value of $15.7M.

Examining the 13F form we can see an increase of $24.9M in the current position value, from $298M to 322M.

Below you can find more details about Outlook Wealth Advisors, LLC portfolio as well as his latest detailed transactions.