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CIK: 0001767151
Total reported value
$462.7M
$462.7M
258 檔
14.0%
As reported in its official Q1 2024 Form 13F filing, Outlook Wealth Advisors, LLC's tracked investment portfolio stood at $462.7M with 258 total positions.
During Q1 2024, Outlook Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 258 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 4.69% | — | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.07% | +0.13% | +146.42% | |
| 3 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 3.98% | -0.01% | — | |
| 4 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 3.83% | -0.02% | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.47% | +0.47% | +27.60% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 3.30% | +0.01% | +2.82% | |
| 7 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 2.95% | -0.33% | +46.59% | |
| 8 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 2.79% | -0.05% | +41.17% | |
| 9 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.22% | -0.04% | -1.85% | |
| 10 | STC | Stewart Information Services | Stock-Other | 2.20% | — | -21.48% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.76% | -0.07% | +7.82% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | +0.06% | -8.71% | |
| 13 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.55% | — | +8.96% | |
| 14 | APRW | Allinzim US Eq Bfr20 Apr-usd | ETF-Other | 1.48% | — | — | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.36% | -0.14% | — | |
| 16 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.34% | -0.01% | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.02% | -0.26% | |
| 18 | NJUL | Innovator Growth 100 Power B | ETF-Other | 1.22% | -0.02% | +13.89% | |
| 19 | FEBW | Alianzim US Eq Bfr20 Feb-usd | ETF-Other | 1.20% | +0.83% | NEW | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.16% | +0.10% | -3.52% | |
| 21 | MARW | Alianzim US Eq Bfr20 Mar-usd | ETF-Other | 1.09% | — | — | |
| 22 | PMAR | Innovator U.s. Equity Power | ETF-Other | 1.03% | — | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.11% | -1.04% | |
| 24 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.94% | — | — | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.89% | — | — | |
| 26 | QDEC | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.87% | +0.04% | — | |
| 27 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.82% | — | -0.50% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.41% | -24.15% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.81% | +0.04% | +59.26% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.73% | +0.02% | -24.41% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.71% | -0.23% | +15.41% | |
| 32 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.69% | +0.28% | +98.73% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.06% | -2.68% | |
| 34 | XLSR | Ss US Sector Rotation | ETF-Other | 0.62% | -0.02% | -2.69% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | -0.06% | +2.88% | |
| 36 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.60% | -0.05% | -0.73% | |
| 37 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.59% | +0.04% | -1.83% | |
| 38 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.58% | -0.09% | +0.40% | |
| 39 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.57% | -0.03% | +686.02% | |
| 40 | OCTJ | Inn Prem Income 30 Barr Oct | ETF-Other | 0.55% | -0.06% | -20.02% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.52% | +0.05% | +0.34% | |
| 42 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 0.48% | — | — | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.47% | +0.02% | -19.64% | |
| 44 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.46% | — | — | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.45% | -0.02% | +12.39% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.44% | -0.13% | -8.23% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.02% | +97.21% | |
| 48 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.43% | -0.01% | -88.12% | |
| 49 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.41% | -0.04% | -23.64% | |
| 50 | USEP | Innovator U.s. Equity Ultra | ETF-Other | 0.41% | — | -91.38% |
According to official SEC Form 13F filings, Outlook Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $462.7M across 258 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BMAR, IVV, QMAR) accounted for 14.0% of total reported equity market value during Q1 2024.
During Q1 2024, Outlook Wealth Advisors, LLC's top holdings by market value included BMAR (4.7%)、IVV (4.1%)、QMAR (4.0%). The largest single position, BMAR, represented 4.7% of total portfolio value.
In Q1 2024, Outlook Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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