$168 Million is the total value of Outlook Wealth Advisors, LLC's 163 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 19.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | iShares S&P 500 Index | $11,771,000 | +60.8% | 39,430 | +58.8% | 7.01% | +45.3% |
| STC | Stewart Information Services C | $9,575,000 | -4.2% | 246,852 | 0.0% | 5.70% | -13.4% | |
| ITOT | Buy | iShares Core S&P Total US Stoc | $9,231,000 | +23.3% | 137,640 | +22.5% | 5.50% | +11.4% |
| USMV | Buy | iShares MSCI USA Min Volatilit | $6,975,000 | +17.3% | 108,818 | +13.0% | 4.16% | +6.0% |
| QUS | Sell | SPDR MSCI USA StrategicFactors | $5,560,000 | -1.6% | 62,643 | -4.5% | 3.31% | -11.1% |
| RSP | Buy | Invesco S&P 500 Equal Weight E | $5,477,000 | +0.3% | 50,679 | +0.0% | 3.26% | -9.4% |
| Buy | Phillips Edison Grocery Center | $3,624,000 | +1.5% | 326,451 | +1.4% | 2.16% | -8.3% | |
| CVX | Sell | Chevron Corporation | $3,527,000 | -6.8% | 29,737 | -2.3% | 2.10% | -15.8% |
| VOO | Buy | Vanguard S&P 500 ETF | $3,218,000 | +51.6% | 11,807 | +49.7% | 1.92% | +36.9% |
| IJR | Buy | iShares S&P Small Cap 600 | $3,031,000 | +18.1% | 38,948 | +18.8% | 1.81% | +6.7% |
| QEFA | Buy | SPDR MSCI EAFE StrategicFactor | $3,026,000 | +0.8% | 47,996 | +0.8% | 1.80% | -8.9% |
| IHI | Buy | iShares Dow Jones US Medical D | $2,870,000 | +33.0% | 11,607 | +29.4% | 1.71% | +20.2% |
| IVW | Buy | iShares S&P 500/Barra Growth | $2,474,000 | +566.8% | 13,744 | +563.6% | 1.47% | +501.6% |
| IXN | Buy | iShares S&P Global Technology | $2,351,000 | +76.4% | 12,713 | +71.1% | 1.40% | +59.3% |
| QQQ | Sell | Invesco QQQ Trust ETF | $2,305,000 | -11.8% | 12,210 | -12.7% | 1.37% | -20.3% |
| EUSA | Sell | iShares MSCI USA Equal Weighte | $2,173,000 | -0.6% | 36,422 | -1.2% | 1.29% | -10.2% |
| XOM | Sell | Exxon Mobil | $2,126,000 | -8.1% | 30,109 | -0.2% | 1.27% | -17.0% |
| Buy | Cole Office & Industrial REIT | $2,121,000 | +333.7% | 192,239 | +334.0% | 1.26% | +292.2% | |
| VUG | Sell | Vanguard Growth ETF | $2,080,000 | +0.6% | 12,511 | -1.1% | 1.24% | -9.1% |
| SPSM | Buy | SPDR Portfolio Small Cap ETF | $2,058,000 | -1.5% | 68,590 | +0.6% | 1.23% | -11.0% |
| VTV | Sell | Vanguard Value ETF | $2,032,000 | -0.3% | 18,208 | -0.9% | 1.21% | -10.0% |
| FTSL | Buy | First Trust Senior Loan ETF | $1,979,000 | +2.9% | 41,752 | +2.3% | 1.18% | -7.0% |
| EFA | Buy | iShares: MSCI EAFE Index Fund | $1,958,000 | +40.2% | 30,021 | +41.3% | 1.17% | +26.6% |
| IEFA | Buy | iShares Core MSCI EAFE ETF | $1,892,000 | +74.5% | 30,983 | +75.5% | 1.13% | +57.6% |
| IJK | Sell | iShares Midcap 400/Barra Growt | $1,819,000 | -9.9% | 8,126 | -8.9% | 1.08% | -18.5% |
| IYC | Buy | Ishares Tr Dow Jones Us Consum | $1,736,000 | +41.6% | 7,986 | +41.9% | 1.03% | +28.0% |
| HYDB | Sell | iShares Edge High Yield Defens | $1,696,000 | +0.4% | 33,505 | -0.9% | 1.01% | -9.3% |
| QEMM | Sell | SPDR MSCI Emerging Markets Str | $1,685,000 | -5.8% | 29,380 | -2.5% | 1.00% | -14.8% |
| IMCG | New | iShares Morningstar Mid Growth | $1,646,000 | – | 6,762 | +100.0% | 0.98% | – |
| DGRW | Sell | WisdomTree US Quality Dividend | $1,587,000 | +1.3% | 35,192 | -1.9% | 0.94% | -8.4% |
| ETV | Buy | Eaton Vance Tax-Managed Buy-Wr | $1,499,000 | +63.6% | 102,376 | +67.8% | 0.89% | +47.8% |
| JNJ | Sell | Johnson & Johnson | $1,445,000 | -7.8% | 11,170 | -0.8% | 0.86% | -16.7% |
| MTUM | Buy | iShares MSCI USA Momentum Fact | $1,429,000 | +68.5% | 11,986 | +67.6% | 0.85% | +52.2% |
| IJH | Buy | iShares S&P Midcap 400 | $1,417,000 | +69.3% | 7,333 | +70.3% | 0.84% | +52.9% |
| T | Sell | AT&T Inc Com | $1,319,000 | +4.0% | 34,854 | -7.9% | 0.79% | -6.0% |
| TXN | Sell | Texas Instruments | $1,267,000 | +6.6% | 9,801 | -5.4% | 0.76% | -3.7% |
| DVY | Sell | iShares Dow Jones Select Divid | $1,151,000 | -2.5% | 11,289 | -4.9% | 0.69% | -11.9% |
| HEDJ | Buy | WisdomTree Europe Hedged Equit | $1,145,000 | +4.9% | 17,019 | +3.1% | 0.68% | -5.3% |
| OUSA | Buy | O'Shares FTSE US Quality Divid | $1,136,000 | +5.0% | 32,692 | +3.1% | 0.68% | -5.0% |
| VEA | Buy | Vanguard FTSE Developed Market | $1,064,000 | +13.6% | 25,905 | +15.4% | 0.63% | +2.6% |
| AAPL | Sell | Apple Computer | $1,019,000 | +12.0% | 4,554 | -0.9% | 0.61% | +1.2% |
| MSFT | Buy | Microsoft Corporation | $986,000 | +5.5% | 7,088 | +1.7% | 0.59% | -4.7% |
| IVE | New | iShares S&P 500/Barra Value | $951,000 | – | 7,979 | +100.0% | 0.57% | – |
| IEMG | Sell | iShares Core MSCI Emerging Mar | $908,000 | -53.2% | 18,519 | -50.9% | 0.54% | -57.7% |
| VZ | Sell | Verizon Communications | $876,000 | -3.7% | 14,513 | -8.8% | 0.52% | -13.0% |
| IJT | New | iShares S&P SmallCap 600/BARRA | $834,000 | – | 4,677 | +100.0% | 0.50% | – |
| HD | Sell | Home Depot, Inc. | $811,000 | +10.9% | 3,494 | -0.6% | 0.48% | +0.2% |
| BP | Buy | BP plc | $789,000 | -8.0% | 20,758 | +0.9% | 0.47% | -17.0% |
| ABBV | Buy | AbbVie Inc. Common Stock | $756,000 | +9.6% | 9,981 | +5.1% | 0.45% | -1.1% |
| HON | Honeywell International | $749,000 | -3.1% | 4,427 | 0.0% | 0.45% | -12.5% | |
| IWR | New | iShares Russell Midcap Index | $722,000 | – | 12,909 | +100.0% | 0.43% | – |
| SLB | Buy | Schlumberger Ltd. | $687,000 | +24.9% | 20,105 | +45.1% | 0.41% | +12.7% |
| AZPN | Aspen Technology, Inc. | $686,000 | -0.9% | 5,571 | 0.0% | 0.41% | -10.3% | |
| FISV | Fiserv Inc. | $654,000 | +13.5% | 6,317 | 0.0% | 0.39% | +2.6% | |
| VB | Sell | Vanguard Small Cap ETF | $639,000 | -2.3% | 4,151 | -0.5% | 0.38% | -11.6% |
| CM | Buy | Canadian Imperial Bank of Comm | $620,000 | +53.8% | 7,509 | +46.4% | 0.37% | +38.7% |
| DUK | Sell | Duke Energy | $615,000 | -0.5% | 6,416 | -8.4% | 0.37% | -10.1% |
| DIS | Buy | Walt Disney Company | $613,000 | -6.3% | 4,709 | +0.6% | 0.36% | -15.3% |
| RLY | Sell | SPDR SSgA Multi-Asset Real Ret | $609,000 | -5.3% | 24,597 | -3.4% | 0.36% | -14.4% |
| GSK | Sell | GlaxoSmithKline plc | $598,000 | -3.1% | 14,012 | -9.1% | 0.36% | -12.5% |
| D | Sell | Dominion Energy, Inc. | $598,000 | -14.7% | 7,376 | -18.7% | 0.36% | -22.9% |
| KO | Sell | Coca-Cola Company | $585,000 | -14.2% | 10,754 | -19.7% | 0.35% | -22.7% |
| BCE | Sell | BCE Inc. | $584,000 | -3.8% | 12,062 | -9.7% | 0.35% | -13.0% |
| KMB | Sell | Kimberly-Clark Corp. | $575,000 | -32.5% | 4,047 | -36.7% | 0.34% | -39.0% |
| PM | Sell | Philip Morris International In | $572,000 | -28.3% | 7,538 | -25.8% | 0.34% | -35.2% |
| PG | Sell | Procter & Gamble Co | $567,000 | -28.4% | 4,562 | -36.9% | 0.34% | -35.2% |
| UPS | Sell | United Parcel Service | $532,000 | +6.0% | 4,436 | -8.8% | 0.32% | -4.2% |
| LRCX | Buy | Lam Research Corporation | $532,000 | +25.2% | 2,300 | +1.6% | 0.32% | +13.2% |
| CDW | Buy | CDW Corporation | $530,000 | +12.3% | 4,302 | +1.2% | 0.32% | +1.6% |
| IWM | New | iShares Russell 2000 Index | $515,000 | – | 3,401 | +100.0% | 0.31% | – |
| CSCO | Buy | Cisco Systems, Inc | $514,000 | -5.5% | 10,411 | +4.7% | 0.31% | -14.8% |
| INTC | Buy | Intel | $511,000 | +13.1% | 9,926 | +5.1% | 0.30% | +2.0% |
| MA | Sell | Mastercard Inc. | $506,000 | +1.2% | 1,865 | -1.4% | 0.30% | -8.8% |
| PEP | Sell | PepsiCo | $499,000 | -4.8% | 3,637 | -9.0% | 0.30% | -13.9% |
| GBF | New | iShares Government/Credit Bond | $496,000 | – | 4,170 | +100.0% | 0.30% | – |
| ZTS | Buy | Zoetis Inc. | $495,000 | +10.7% | 3,969 | +0.8% | 0.30% | 0.0% |
| New | Smartstop Self Storage REIT In | $489,000 | – | 45,837 | +100.0% | 0.29% | – | |
| VWO | Sell | Vanguard MSCI Emerging Markets | $480,000 | -6.6% | 11,930 | -1.3% | 0.29% | -15.6% |
| VTR | Sell | Ventas Inc. | $454,000 | -1.9% | 6,214 | -8.3% | 0.27% | -11.5% |
| SYY | Buy | Sysco Corp. | $452,000 | +14.7% | 5,695 | +2.1% | 0.27% | +3.5% |
| GILD | New | Gilead Sciences Inc. | $449,000 | – | 7,086 | +100.0% | 0.27% | – |
| PPL | Sell | PPL Corp. | $446,000 | -7.7% | 14,150 | -9.2% | 0.27% | -16.4% |
| NGG | Sell | National Grid plc | $447,000 | -7.1% | 8,266 | -8.6% | 0.27% | -16.1% |
| WM | Buy | Waste Management Inc. | $441,000 | -0.2% | 3,833 | +0.2% | 0.26% | -9.6% |
| DHI | Buy | DR Horton Inc. | $442,000 | +25.2% | 8,390 | +2.6% | 0.26% | +12.9% |
| SO | Sell | Southern Co. | $441,000 | -25.0% | 7,144 | -32.8% | 0.26% | -32.2% |
| CMCSA | Buy | Comcast Corporation | $439,000 | +8.9% | 9,741 | +2.3% | 0.26% | -1.5% |
| INFO | Sell | Metro One Telecommunications, | $436,000 | -3.5% | 6,514 | -8.2% | 0.26% | -12.8% |
| V | Sell | Visa Inc. | $437,000 | -2.0% | 2,540 | -1.1% | 0.26% | -11.6% |
| AFIN | American Finance Trust Inc | $434,000 | +28.0% | 31,118 | 0.0% | 0.26% | +16.1% | |
| ACN | Buy | Accenture Ltd. | $431,000 | +6.4% | 2,242 | +2.2% | 0.26% | -3.7% |
| GWX | Sell | SPDR S&P International Small C | $403,000 | -6.9% | 13,700 | -5.3% | 0.24% | -15.8% |
| PFE | Buy | Pfizer Inc. | $400,000 | +94.2% | 11,141 | +134.1% | 0.24% | +75.0% |
| NEE | Buy | NextEra Energy, Inc. | $398,000 | +17.4% | 1,709 | +3.4% | 0.24% | +6.3% |
| IQV | Buy | IQVIA Holdings Inc | $398,000 | -5.7% | 2,663 | +1.6% | 0.24% | -14.7% |
| MDLZ | Buy | Mondelez International, Inc. | $395,000 | +4.8% | 7,144 | +2.2% | 0.24% | -5.6% |
| FB | Sell | Facebook, Inc. | $394,000 | -8.6% | 2,213 | -0.9% | 0.24% | -17.3% |
| WELL | Sell | Welltower Inc | $392,000 | -3.0% | 4,328 | -12.6% | 0.23% | -12.0% |
| NSC | Sell | Norfolk Southern Corp | $390,000 | -12.6% | 2,171 | -3.0% | 0.23% | -21.1% |
| MDT | Buy | Medtronic Inc. | $386,000 | +14.2% | 3,555 | +2.3% | 0.23% | +3.1% |
| GIS | Sell | General Mills, Inc. | $386,000 | -26.5% | 6,997 | -30.0% | 0.23% | -33.5% |
| HBAN | Buy | Huntington Bancshares Inc. | $383,000 | +21.6% | 26,853 | +17.9% | 0.23% | +9.6% |
| STWD | Buy | Starwood Property Trust, Inc. | $382,000 | +9.1% | 15,792 | +2.4% | 0.23% | -1.3% |
| BBT | Buy | BB & T Corp. | $382,000 | +11.7% | 7,155 | +2.7% | 0.23% | +1.3% |
| AXP | Buy | American Express Company | $382,000 | -2.1% | 3,229 | +2.1% | 0.23% | -11.3% |
| JPM | Buy | J.P. Morgan Chase & Co. | $381,000 | +5.5% | 3,236 | +0.2% | 0.23% | -4.6% |
| GOOGL | Sell | Alphabet Inc. Cap Stk Cl A | $380,000 | +7.3% | 311 | -4.9% | 0.23% | -3.0% |
| AMT | Sell | American Tower Corp. | $378,000 | +8.3% | 1,708 | -0.1% | 0.22% | -2.2% |
| IJJ | New | iShares S&P Mid Cap 400 | $374,000 | – | 2,340 | +100.0% | 0.22% | – |
| TTE | Buy | Total SA | $373,000 | +2.8% | 7,178 | +10.3% | 0.22% | -7.1% |
| DAL | Buy | Delta Air Lines Inc. | $366,000 | +4.0% | 6,348 | +2.4% | 0.22% | -6.0% |
| OXY | Sell | Occidental Petroleum Corp. | $349,000 | -39.0% | 7,856 | -30.9% | 0.21% | -44.8% |
| SJNK | Sell | SPDR BarCap ST High Yield Bond | $350,000 | -39.0% | 12,966 | -38.5% | 0.21% | -45.0% |
| MET | Buy | Metlife Inc | $348,000 | -2.2% | 7,370 | +2.7% | 0.21% | -11.9% |
| HRC | Buy | Hill Rom Hldgs Com | $343,000 | +3.3% | 3,263 | +2.8% | 0.20% | -6.8% |
| ANSS | New | Ansys, Inc. | $339,000 | – | 1,533 | +100.0% | 0.20% | – |
| ALSN | Buy | Allison Transmission Holdings | $338,000 | +5.0% | 7,178 | +3.3% | 0.20% | -5.2% |
| FIS | New | Fidelity National Information | $330,000 | – | 2,486 | +100.0% | 0.20% | – |
| MS | Buy | Morgan Stanley | $331,000 | +0.3% | 7,766 | +3.2% | 0.20% | -9.6% |
| WTFC | Buy | Wintrust Financial Corp | $321,000 | -8.8% | 4,962 | +3.1% | 0.19% | -17.7% |
| BBY | Buy | Best Buy Co. Inc. | $321,000 | +3.2% | 4,649 | +4.2% | 0.19% | -6.8% |
| SHV | New | iShares Barclays Short Treasur | $317,000 | – | 2,863 | +100.0% | 0.19% | – |
| TSCO | Buy | Tractor Supply Company | $316,000 | -14.1% | 3,491 | +3.3% | 0.19% | -22.6% |
| VOD | Sell | Vodafone Air | $316,000 | +9.7% | 15,870 | -10.1% | 0.19% | -1.1% |
| NSP | Buy | Insperity, Inc. | $314,000 | -16.9% | 3,182 | +2.9% | 0.19% | -24.9% |
| HASI | Buy | Hannon Armstrong Sustainable I | $314,000 | +6.4% | 10,760 | +2.9% | 0.19% | -3.6% |
| EHC | Buy | Encompass Health Corporation | $312,000 | +3.7% | 4,927 | +3.6% | 0.19% | -6.1% |
| APD | Buy | Air Products & Chemicals Inc. | $313,000 | -0.3% | 1,411 | +1.7% | 0.19% | -10.1% |
| BRKA | Berkshire Hathaway Inc. | $312,000 | -1.9% | 1 | 0.0% | 0.19% | -11.4% | |
| COP | Sell | Conoco Phillips | $312,000 | -40.3% | 5,471 | -36.2% | 0.19% | -46.1% |
| RCL | Buy | Royal Caribbean Cruises Ltd. | $301,000 | -7.4% | 2,782 | +3.9% | 0.18% | -16.4% |
| EBS | Buy | Emergent BioSolutions Inc | $300,000 | +13.2% | 5,739 | +4.4% | 0.18% | +2.3% |
| CVS | Buy | CVS Corp | $299,000 | +19.1% | 4,739 | +2.8% | 0.18% | +7.9% |
| RMD | New | ResMed Inc. | $295,000 | – | 2,184 | +100.0% | 0.18% | – |
| EXC | Buy | Exelon Corp. | $296,000 | +5.7% | 6,132 | +5.0% | 0.18% | -4.9% |
| EEM | New | iShares MSCI Emerging Mkts | $290,000 | – | 7,103 | +100.0% | 0.17% | – |
| WMT | Buy | WalMart | $289,000 | +21.4% | 2,432 | +13.1% | 0.17% | +9.6% |
| TMUS | Buy | T-Mobile US, Inc. | $287,000 | +12.1% | 3,647 | +5.7% | 0.17% | +1.2% |
| AMZN | Sell | Amazon.com Inc. | $278,000 | -59.4% | 160 | -55.8% | 0.17% | -63.3% |
| ENB | Buy | Enbridge Inc. | $277,000 | +14.5% | 7,882 | +17.7% | 0.16% | +3.1% |
| SPY | Sell | SPDR S&P 500 | $274,000 | -7.1% | 923 | -8.3% | 0.16% | -16.0% |
| EWX | Sell | SPDR S&P Emerging Markets Smal | $263,000 | -7.7% | 6,062 | -4.9% | 0.16% | -16.5% |
| AVY | Buy | Avery Dennison Corp. | $257,000 | +0.8% | 2,265 | +2.8% | 0.15% | -8.9% |
| AVGO | Sell | Broadcom Inc | $254,000 | -6.3% | 919 | -2.5% | 0.15% | -15.6% |
| MPC | Sell | Marathon Petroleum Corporation | $250,000 | +7.3% | 4,108 | -1.7% | 0.15% | -3.2% |
| IJS | New | iShares Small Cap 600/Barra Va | $247,000 | – | 1,642 | +100.0% | 0.15% | – |
| CCI | Sell | Crown Castle International Cor | $246,000 | -63.9% | 1,768 | -66.2% | 0.15% | -67.3% |
| PNC | New | PNC Financial Services Group I | $231,000 | – | 1,650 | +100.0% | 0.14% | – |
| XLY | Sell | Consumer Discretionary SPDR | $223,000 | -32.8% | 1,845 | -33.7% | 0.13% | -39.3% |
| BTI | Sell | British American Tobacco plc | $214,000 | -51.5% | 5,802 | -54.2% | 0.13% | -56.4% |
| MO | Sell | Altria Group Inc. | $208,000 | -51.2% | 5,081 | -43.6% | 0.12% | -55.9% |
| Sell | Cole Cr Ppty Tr V Inc Com Cl A | $207,000 | -1.4% | 10,523 | -1.5% | 0.12% | -10.9% | |
| Buy | Griffin Cap Essential Asset RE | $204,000 | +1.5% | 21,476 | +1.7% | 0.12% | -8.3% | |
| SPTS | New | SPDR Portfolio Short Term Trea | $204,000 | – | 6,785 | +100.0% | 0.12% | – |
| MLPA | Sell | Global X MLP ETF | $179,000 | -10.1% | 21,333 | -5.5% | 0.11% | -18.3% |
| RF | Sell | Regions Financial Corp | $166,000 | -4.0% | 10,502 | -9.4% | 0.10% | -13.2% |
| AMCR | New | Amcor PLC Ordinary Shares | $135,000 | – | 13,807 | +100.0% | 0.08% | – |
| AROC | ArchRock inc | $115,000 | -6.5% | 11,570 | 0.0% | 0.07% | -14.8% | |
| NOK | New | Nokia | $113,000 | – | 22,336 | +100.0% | 0.07% | – |
| AFIF | Sell | Anfield Universal Fixed Income | $102,000 | -48.5% | 10,442 | -48.1% | 0.06% | -53.4% |
| NCSM | NCS Multistage Holding inc | $21,000 | -43.2% | 10,467 | 0.0% | 0.01% | -45.8% | |
| CVBT | Cardiovascular Biotherapeutics | $0 | – | 10,000 | 0.0% | 0.00% | – | |
| NUSMF | Nautilus Minerals Inc. | $0 | – | 22,163 | 0.0% | 0.00% | – | |
| Exit | Strategic Storage Trust II Inc | $0 | – | -11,302 | -100.0% | -0.08% | – | |
| IVZ | Exit | Invesco Ltd. | $0 | – | -10,059 | -100.0% | -0.14% | – |
| PXD | Exit | Pioneer Natural Resources | $0 | – | -1,631 | -100.0% | -0.16% | – |
| WCG | Exit | WellCare Health Plans Inc | $0 | – | -1,071 | -100.0% | -0.20% | – |
| VMW | Exit | VMWare, Inc | $0 | – | -2,394 | -100.0% | -0.26% | – |
| FTI | Exit | TechnipFMC PLC | $0 | – | -29,325 | -100.0% | -0.50% | – |
| IYH | Exit | iShares Dow Jones US Healthcar | $0 | – | -6,346 | -100.0% | -0.82% | – |
| SPEM | Exit | SPDR Portfolio Emerging Market | $0 | – | -38,639 | -100.0% | -0.91% | – |
| IBB | Exit | iShares Nasdaq Biotechnology E | $0 | – | -15,502 | -100.0% | -1.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| STEWART INFORMATION SVCS COR | 20 | Q3 2023 | 9.3% |
| ISHARES TR | 20 | Q3 2023 | 8.8% |
| ISHARES TR | 20 | Q3 2023 | 7.2% |
| Invesco S&P 500 Equal Weight ETF | 20 | Q3 2023 | 4.7% |
| ISHARES TR | 20 | Q3 2023 | 6.2% |
| ISHARES TR | 20 | Q3 2023 | 3.8% |
| Invesco QQQ Trust ETF | 20 | Q3 2023 | 2.9% |
| Vanguard Value ETF | 20 | Q3 2023 | 5.3% |
| WisdomTree US Quality Dividend Gr ETF | 20 | Q3 2023 | 5.1% |
| Chevron Corporation | 20 | Q3 2023 | 3.0% |
View Outlook Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-13 |
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.