- New Purchases: IHI, DVY, SJNK, VB, FISV, IXN, ACN, CMCSA, MTUM, IEFA, BRK.A, MDT, HBAN, HASI, MET, IJH, NUSMF,
- Added Positions: STC, ITOT, IVV, RSP, CVX, USMV, PHLD, QQQ, VUG, VTV, SPSM, JNJ, VOO, IBB, FTSL, IEMG, IJK, T, IJR, CCI, SPEM, PG, EFA, VEA, DGRW, VZ, PM, BP, MDY, IYC, KMB, MSFT, HEDJ, ABBV, ETV, HD, IYH, D, OXY, GIS, GSK, FTI, DUK, AAPL, BCE, BTI, UPS, SO, PEP, KO, XOM, INTC, NGG, PPL, VWO, CSCO, VTR, MO, NSC, VMW, CM, EW, LRCX, CDW, AFIN, MA, NSP, WM, V, ZTS, SYY, IQV, AMZN, AXP, AZPN, NEE, GOOGL, TOT, FB, DHI, WELL, MDLZ, TSCO, STWD, GWX, JPM, DAL, AMT, BBY, MS, RCL, WCG, ALSN, CMA, EXC, JW.A, KEY, AVGO, APD, VOD, COP, EHC, OKE, EBS, EWX, AVY, CVS, SLB, PXD, TMUS, XLF, MLPA, AROC, XLY,
- Reduced Positions: SPY,
- Sold Out: SPDW, XLK, IDU, FBT, TXN, HON, RWR, BRK.B, RWX, PDBC, JPIN, IGV, XLI, SMH, ABT, INFO, SSO, AEP, FXL, DIA, PFE, XLE, AZN, PSA, PRU, WMT, AGR, VLO, SABR, CONE, KMI, FXH, XLU, ALGN, XLP, O, ITA, DE, RDS.B, KHC, KRE, SPG, QCOM, IVZ, PEG, DIS, IBM, NRZ, NLY, NCSM, CHK, JCP,
For the details of Outlook Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/outlook+wealth+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Outlook Wealth Advisors, LLC- Stewart Information Services Corp (STC) - 246,852 shares, 10.01% of the total portfolio. Shares added by 400.00%
- iShares Core S&P Total U.S. Stock Market (ITOT) - 72,211 shares, 4.42% of the total portfolio. Shares added by 516.35%
- Invesco S&P 500 Equal Weight (RSP) - 44,030 shares, 4.37% of the total portfolio. Shares added by 287.14%
- iShares Edge MSCI Min Vol USA (USMV) - 66,448 shares, 3.71% of the total portfolio. Shares added by 455.17%
- Chevron Corp (CVX) - 29,537 shares, 3.45% of the total portfolio. Shares added by 840.37%
Outlook Wealth Advisors, LLC initiated holding in iShares U.S. Medical Devices. The purchase prices were between $188.43 and $233.49, with an estimated average price of $217.83. The stock is now traded at around $224.94. The impact to a portfolio due to this purchase was 1.15%. The holding were 5,207 shares as of .
New Purchase: iShares Select Dividend ETF (DVY)Outlook Wealth Advisors, LLC initiated holding in iShares Select Dividend ETF. The purchase prices were between $87.42 and $98.83, with an estimated average price of $95.05. The stock is now traded at around $100.27. The impact to a portfolio due to this purchase was 0.76%. The holding were 8,198 shares as of .
New Purchase: SPDR Bloomberg Barclays Short Term High Yield Bond (SJNK)Outlook Wealth Advisors, LLC initiated holding in SPDR Bloomberg Barclays Short Term High Yield Bond. The purchase prices were between $25.99 and $27.25, with an estimated average price of $26.92. The stock is now traded at around $27.17. The impact to a portfolio due to this purchase was 0.62%. The holding were 24,159 shares as of .
New Purchase: Fiserv Inc (FISV)Outlook Wealth Advisors, LLC initiated holding in Fiserv Inc. The purchase prices were between $70.11 and $88.28, with an estimated average price of $82.35. The stock is now traded at around $86.73. The impact to a portfolio due to this purchase was 0.53%. The holding were 6,317 shares as of .
New Purchase: Vanguard Small-Cap (VB)Outlook Wealth Advisors, LLC initiated holding in Vanguard Small-Cap. The purchase prices were between $129.63 and $156, with an estimated average price of $148.44. The stock is now traded at around $158.62. The impact to a portfolio due to this purchase was 0.53%. The holding were 3,651 shares as of .
New Purchase: iShares Global Tech (IXN)Outlook Wealth Advisors, LLC initiated holding in iShares Global Tech. The purchase prices were between $137.15 and $173.39, with an estimated average price of $158.9. The stock is now traded at around $178.59. The impact to a portfolio due to this purchase was 0.48%. The holding were 2,927 shares as of .
Added: Stewart Information Services Corp (STC)Outlook Wealth Advisors, LLC added to a holding in Stewart Information Services Corp by 400.00%. The purchase prices were between $41.23 and $44.88, with an estimated average price of $42.94. The stock is now traded at around $42.87. The impact to a portfolio due to this purchase was 8.01%. The holding were 246,852 shares as of .
Added: iShares Core S&P Total U.S. Stock Market (ITOT)Outlook Wealth Advisors, LLC added to a holding in iShares Core S&P Total U.S. Stock Market by 516.35%. The purchase prices were between $55.25 and $64.92, with an estimated average price of $61.82. The stock is now traded at around $66.41. The impact to a portfolio due to this purchase was 3.7%. The holding were 72,211 shares as of .
Added: iShares Core S&P 500 (IVV)Outlook Wealth Advisors, LLC added to a holding in iShares Core S&P 500 by 8046.67%. The purchase prices were between $244.46 and $286.57, with an estimated average price of $272.5. The stock is now traded at around $293.05. The impact to a portfolio due to this purchase was 3.26%. The holding were 12,220 shares as of .
Added: Invesco S&P 500 Equal Weight (RSP)Outlook Wealth Advisors, LLC added to a holding in Invesco S&P 500 Equal Weight by 287.14%. The purchase prices were between $89.68 and $104.84, with an estimated average price of $100.73. The stock is now traded at around $106.96. The impact to a portfolio due to this purchase was 3.24%. The holding were 44,030 shares as of .
Added: Chevron Corp (CVX)Outlook Wealth Advisors, LLC added to a holding in Chevron Corp by 840.37%. The purchase prices were between $108.57 and $125.88, with an estimated average price of $118.12. The stock is now traded at around $118.80. The impact to a portfolio due to this purchase was 3.08%. The holding were 29,537 shares as of .
Added: iShares Edge MSCI Min Vol USA (USMV)Outlook Wealth Advisors, LLC added to a holding in iShares Edge MSCI Min Vol USA by 455.17%. The purchase prices were between $51.18 and $58.8, with an estimated average price of $55.95. The stock is now traded at around $59.44. The impact to a portfolio due to this purchase was 3.04%. The holding were 66,448 shares as of .
Sold Out: SPDR Portfolio Developed World ex-US (SPDW)Outlook Wealth Advisors, LLC sold out a holding in SPDR Portfolio Developed World ex-US. The sale prices were between $26.18 and $29.6, with an estimated average price of $28.45.
Sold Out: SPDR Select Sector Fund - Technology (XLK)Outlook Wealth Advisors, LLC sold out a holding in SPDR Select Sector Fund - Technology. The sale prices were between $58.89 and $75.09, with an estimated average price of $68.3.
Sold Out: iShares U.S. Utilities (IDU)Outlook Wealth Advisors, LLC sold out a holding in iShares U.S. Utilities. The sale prices were between $130.65 and $149.21, with an estimated average price of $140.13.
Sold Out: First Trust Amex Biotech Index Fund (FBT)Outlook Wealth Advisors, LLC sold out a holding in First Trust Amex Biotech Index Fund. The sale prices were between $123.09 and $151.46, with an estimated average price of $143.91.
Sold Out: Texas Instruments Inc (TXN)Outlook Wealth Advisors, LLC sold out a holding in Texas Instruments Inc. The sale prices were between $88.88 and $112.22, with an estimated average price of $103.45.
Sold Out: Honeywell International Inc (HON)Outlook Wealth Advisors, LLC sold out a holding in Honeywell International Inc. The sale prices were between $130.07 and $158.92, with an estimated average price of $147.99.
Reduced: SPDR S&P 500 (SPY)Outlook Wealth Advisors, LLC reduced to a holding in SPDR S&P 500 by 79.8%. The sale prices were between $244.21 and $284.73, with an estimated average price of $271.34. The stock is now traded at around $291.08. The impact to a portfolio due to this sale was -4.41%. Outlook Wealth Advisors, LLC still held 958 shares as of .
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