| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
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.