Outlook Wealth Advisors, LLC Buys Stewart Information Services Corp, iShares Core S&P Total U.S. Stock Market, iShares Core S&P 500, Sells SPDR S&P 500, SPDR Portfolio Developed World ex-US, SPDR Select Sector Fund - Technology

Investment company Outlook Wealth Advisors, LLC buys Stewart Information Services Corp, iShares Core S&P Total U.S. Stock Market, iShares Core S&P 500, Invesco S&P 500 Equal Weight, Chevron Corp, iShares Edge MSCI Min Vol USA, Phillips Edison Grocery Center REIT I Inc, Invesco QQQ Trust Series 1, Vanguard Growth, Vanguard Value, SPDR Portfolio Small Cap, Johnson & Johnson, Vanguard S&P 500, iShares Nasdaq Biotechnology Index Fund, iShares U.S. Medical Devices, First Trust Senior Loan Fund ETF, iShares Core MSCI Emerging Markets, iShares S&P Mid-Cap 400 Growth, AT&T Inc, iShares Core S&P Small-Cap, Crown Castle International Corp, iShares Select Dividend ETF, SPDR Index Shares Fund Portfolio Emerging Markets, Procter & Gamble Co, iShares MSCI EAFE, Vanguard FTSE Developed Markets, WisdomTree U.S. Quality Dividend Growth Fund, Verizon Communications Inc, Philip Morris International Inc, BP PLC, SPDR MidCap Trust Series I, iShares U.S. Consumer Services, SPDR Bloomberg Barclays Short Term High Yield Bond, Kimberly-Clark Corp, Microsoft Corp, WisdomTree Europe Hedged Equity Fund, AbbVie Inc, Eaton Vance Tax-Managed Buy-Write Opp, The Home Depot Inc, iShares U.S. Healthcare, Fiserv Inc, Vanguard Small-Cap, Dominion Energy Inc, Occidental Petroleum Corp, General Mills Inc, iShares Global Tech, GlaxoSmithKline PLC, TechnipFMC PLC, Duke Energy Corp, Apple Inc, BCE Inc, British American Tobacco PLC, United Parcel Service Inc, Southern Co, PepsiCo Inc, Coca-Cola Co, Exxon Mobil Corp, Intel Corp, National Grid PLC, PPL Corp, Vanguard FTSE Emerging Markets, Cisco Systems Inc, Accenture PLC, Ventas Inc, Altria Group Inc, Comcast Corp, iShares Edge MSCI USA Momentum Factor, Norfolk Southern Corp, VMware Inc, iShares Core MSCI EAFE, Canadian Imperial Bank of Commerce, Edwards Lifesciences Corp, Lam Research Corp, CDW Corp, American Finance Trust Inc, Berkshire Hathaway Inc, Mastercard Inc, Insperity Inc, Medtronic PLC, Waste Management Inc, Visa Inc, Zoetis Inc, Sysco Corp, IQVIA Holdings Inc, Amazon.com Inc, American Express Co, Aspen Technology Inc, NextEra Energy Inc, Alphabet Inc, Huntington Bancshares Inc, Total SA, Facebook Inc, D.R. Horton Inc, Welltower Inc, Mondelez International Inc, Tractor Supply Co, Starwood Property Trust Inc, SPDR S&P International SmallCap, JPMorgan Chase, Delta Air Lines Inc, American Tower Corp, Best Buy Co Inc, MetLife Inc, Morgan Stanley, Hannon Armstrong Sustainable Infrastructure Capita, Royal Caribbean Cruises, WellCare Health Plans Inc, Allison Transmission Holdings Inc, Comerica Inc, Exelon Corp, John Wiley & Sons Inc, KeyCorp, Broadcom Inc, Air Products & Chemicals Inc, Vodafone Group PLC, iShares Core S&P Mid-Cap, ConocoPhillips, Encompass Health Corp, ONEOK Inc, Emergent BioSolutions Inc, SPDR S&P Emerging Markets Small Cap, Avery Dennison Corp, CVS Health Corp, Schlumberger, Pioneer Natural Resources Co, T-Mobile US Inc, SPDR Select Sector Fund - Financial, Global X MLP, Archrock Inc, Nautilus Minerals Inc, sells SPDR S&P 500, SPDR Portfolio Developed World ex-US, SPDR Select Sector Fund - Technology, iShares U.S. Utilities, First Trust Amex Biotech Index Fund, Texas Instruments Inc, Honeywell International Inc, SPDR DJ Wilshire REIT, Berkshire Hathaway Inc, SPDR DJ Wilshire Intl Real Estate, Invesco Optimum Yield Diversified Commodity Strate, JPMorgan Diversified Return International Equity, SPDR Select Sector Fund - Industrial, iShares Expanded Tech-Software Sector, VanEck Vectors Semiconductor, Abbott Laboratories, IHS Markit, ProShares Ultra S&P500, American Electric Power Co Inc, First Trust Technology AlphaDEX, SPDR Dow Jones Industrial Average, Pfizer Inc, Public Storage, AstraZeneca PLC, SPDR Select Sector Fund - Energy Select Sector, Prudential Financial Inc, Walmart Inc, Avangrid Inc, Valero Energy Corp, Sabre Corp, CyrusOne Inc, Kinder Morgan Inc, SPDR Select Sector Fund - Consumer Staples, iShares U.S. Aerospace & Defense, SPDR Select Sector Fund - Utilities, First Trust Health Care AlphaDEX, Realty Income Corp, Align Technology Inc, Deere, Royal Dutch Shell PLC, The Kraft Heinz Co, SPDR S&P Regional Banking, Qualcomm Inc, Simon Property Group Inc, Public Service Enterprise Group Inc, The Walt Disney Co, Invesco, International Business Machines Corp, New Residential Investment Corp, Annaly Capital Management Inc, NCS Multistage Holdings Inc, Chesapeake Energy Corp, JC Penney Co Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Outlook Wealth Advisors, LLC. As of 2019Q1, Outlook Wealth Advisors, LLC owns 133 stocks with a total value of $105 million. These are the details of the buys and sells.

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
  1. Stewart Information Services Corp (STC) - 246,852 shares, 10.01% of the total portfolio. Shares added by 400.00%
  2. iShares Core S&P Total U.S. Stock Market (ITOT) - 72,211 shares, 4.42% of the total portfolio. Shares added by 516.35%
  3. Invesco S&P 500 Equal Weight (RSP) - 44,030 shares, 4.37% of the total portfolio. Shares added by 287.14%
  4. iShares Edge MSCI Min Vol USA (USMV) - 66,448 shares, 3.71% of the total portfolio. Shares added by 455.17%
  5. Chevron Corp (CVX) - 29,537 shares, 3.45% of the total portfolio. Shares added by 840.37%
New Purchase: iShares U.S. Medical Devices (IHI)

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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