Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2009 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
STEWART INFORMATION SVCS COR | 23 | Q2 2024 | 9.3% |
ISHARES TR | 23 | Q2 2024 | 8.8% |
ISHARES TR | 23 | Q2 2024 | 7.2% |
Invesco S&P 500 Equal Weight ETF | 23 | Q2 2024 | 4.7% |
Invesco QQQ Trust ETF | 23 | Q2 2024 | 3.9% |
Vanguard Value ETF | 23 | Q2 2024 | 5.3% |
ISHARES TR | 23 | Q2 2024 | 6.2% |
ISHARES TR | 23 | Q2 2024 | 3.8% |
WisdomTree US Quality Dividend Gr ETF | 23 | Q2 2024 | 5.1% |
APPLE INC | 23 | Q2 2024 | 1.8% |
View Outlook Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-30 |
13F-HR | 2024-07-18 |
13F-HR | 2024-04-22 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-10 |
13F-HR | 2023-04-18 |
13F-HR | 2023-02-14 |
13F-HR | 2022-10-25 |
13F-HR/A | 2022-07-28 |
View Outlook Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.