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Outlook Wealth Advisors, LLC13F | |
| Outlook Wealth Advisors, LLC | |
| Last update 2025-04-14 | 262 Stocks (24 new) |
| Value $359.00 Mil | Turnover 10 % |
Outlook Wealth Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMAR |
Innovator U.S. Equity Buffer ETF - March
Innovator U.S. Equity Buffer ETF - March
| 414,955 | 18,895.7 | +8.26% | 5.260 | +0.40% | 10.120 | +13.76% | +7.35% | 219.2 | ||
IVV | iShares Core S&P 500 ETF | 32,315 | 18,157.6 | +8.86% | 5.050 | +0.41% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
QMAR |
FT Vest Nasdaq-100 Buffer ETF - March
FT Vest Nasdaq-100 Buffer ETF - March
| 559,853 | 15,838.2 | +8.33% | 4.410 | +0.34% | 3.890 | +14.84% | +5.04% | 453.3 | ||
FMAR |
FT Vest U.S. Equity Buffer ETF - March
FT Vest U.S. Equity Buffer ETF - March
| 363,078 | 15,321.9 | +9.12% | 4.260 | +0.36% | 1.950 | +11.43% | +4.24% | 904.4 | ||
HYDB |
iShares High Yield Systematic Bond ETF
iShares High Yield Systematic Bond ETF
| 287,863 | 13,555.5 | +20.94% | 3.770 | +0.65% | 0.820 | +5.17% | +4.18% | 1,485.9 | ||
QQQ | INVESCO QQQ Trust | 28,167 | 13,208.3 | +7.46% | 3.670 | +0.25% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
VTV | Vanguard Value ETF | 74,842 | 12,928.2 | +6.10% | 3.600 | +0.21% | 0.010 | +10.43% | +6.13% | 132,881.1 | ||
AZBJ | AZBJ | 295,278 | 9,806.2 | -2.31% | 2.730 | -0.07% | - | +9.10% | +4.43% | 0 | ||
FLRN |
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
| 265,102 | 8,170.4 | +7.57% | 2.270 | +0.16% | 0.290 | +1.66% | +2.77% | 2,781.2 | ||
DECW |
AllianzIM U.S. Large Cap Buffer20 Dec ETF
AllianzIM U.S. Large Cap Buffer20 Dec ETF
| 244,709 | 7,329.0 | -2.03% | 2.040 | -0.04% | 1.870 | +9.18% | +4.80% | 408.1 |
Outlook Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Outlook Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HYDB |
iShares High Yield Systematic Bond ETF
iShares High Yield Systematic Bond ETF
| 2025-03-31 | Add Add | +0.65% | 46.82 ($47.34) 47.8 | $47.25 | -0.19% | Add 20.94% | 287,863 | 49,851 | |
PDEC |
Innovator U.S. Equity Power Buffer ETF - December
Innovator U.S. Equity Power Buffer ETF - December
| 2025-03-31 | Add Add | +0.61% | 37.32 ($38.55) 39.45 | $40.36 | 4.70% | Add 111.88% | 110,814 | 58,514 | |
NJAN |
Innovator Growth-100 Power Buffer ETF - January
Innovator Growth-100 Power Buffer ETF - January
| 2025-03-31 | New Buy New Buy | +0.59% | 46.12 ($48.09) 49.48 | $51.28 | 6.64% | New holding | 45,452 | 45,452 | |
PSEP |
Innovator U.S. Equity Power Buffer ETF - September
Innovator U.S. Equity Power Buffer ETF - September
| 2025-03-31 | Reduce Reduce | -0.58% | 38.04 ($39.25) 40.01 | $41.30 | 5.22% | Reduce -65.58% | 27,111 | -51,644 | |
PFEB |
Innovator U.S. Equity Power Buffer ETF - February
Innovator U.S. Equity Power Buffer ETF - February
| 2025-03-31 | Add Add | +0.46% | 35.54 ($36.72) 37.42 | $38.33 | 4.38% | Add 614.24% | 52,732 | 45,349 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.41% | 554.06 ($590.51) 615.85 | $630.67 | 6.80% | Add 8.86% | 32,315 | 2,630 | |
BMAR |
Innovator U.S. Equity Buffer ETF - March
Innovator U.S. Equity Buffer ETF - March
| 2025-03-31 | Add Add | +0.40% | 44.99 ($46.63) 47.69 | $49.53 | 6.22% | Add 8.26% | 414,955 | 31,651 | |
QDEC |
FT Vest Nasdaq-100 Buffer ETF - December
FT Vest Nasdaq-100 Buffer ETF - December
| 2025-03-31 | Add Add | +0.40% | 26.06 ($27.5) 28.54 | $29.66 | 7.86% | Add 59.18% | 148,782 | 55,314 | |
FMAR |
FT Vest U.S. Equity Buffer ETF - March
FT Vest U.S. Equity Buffer ETF - March
| 2025-03-31 | Add Add | +0.36% | 41.35 ($43.42) 44.46 | $45.11 | 3.88% | Add 9.12% | 363,078 | 30,349 | |
QMAR |
FT Vest Nasdaq-100 Buffer ETF - March
FT Vest Nasdaq-100 Buffer ETF - March
| 2025-03-31 | Add Add | +0.34% | 27.95 ($29.76) 30.87 | $31.26 | 5.04% | Add 8.33% | 559,853 | 43,052 |
Outlook Wealth Advisors, LLC Total Holding History ($B)
Outlook Wealth Advisors, LLC's Asset Allocation
Outlook Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Outlook Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Outlook Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Outlook Wealth Advisors, LLC's Holdings Heat Map
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Outlook Wealth Advisors, LLC's Holdings Bubble Chart
Outlook Wealth Advisors, LLC News
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