$177 Million is the total value of Outlook Wealth Advisors, LLC's 142 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 30.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | iShares S&P 500 Index | $15,607,000 | +32.6% | 48,286 | +22.5% | 8.80% | +25.4% |
| ITOT | Buy | iShares Core S&P Total US Stoc | $12,757,000 | +38.2% | 175,505 | +27.5% | 7.19% | +30.7% |
| USMV | Buy | iShares MSCI USA Min Volatilit | $11,012,000 | +57.9% | 167,863 | +54.3% | 6.20% | +49.3% |
| STC | Stewart Information Services C | $10,069,000 | +5.2% | 246,852 | 0.0% | 5.67% | -0.5% | |
| RSP | Buy | Invesco S&P 500 Equal Weight E | $6,015,000 | +9.8% | 51,985 | +2.6% | 3.39% | +3.9% |
| QUS | Sell | SPDR MSCI USA StrategicFactors | $4,955,000 | -10.9% | 52,322 | -16.5% | 2.79% | -15.7% |
| QUAL | New | iShares Edge MSCI USA Quality | $4,380,000 | – | 43,362 | +100.0% | 2.47% | – |
| IHI | Buy | iShares Dow Jones US Medical D | $4,185,000 | +45.8% | 15,834 | +36.4% | 2.36% | +37.9% |
| QQQ | Buy | Invesco QQQ Trust ETF | $3,903,000 | +69.3% | 18,383 | +50.6% | 2.20% | +60.2% |
| IEFA | Buy | iShares Core MSCI EAFE ETF | $3,699,000 | +95.5% | 56,687 | +83.0% | 2.08% | +84.9% |
| VOO | Buy | Vanguard S&P 500 ETF | $3,690,000 | +14.7% | 12,476 | +5.7% | 2.08% | +8.5% |
| Buy | Phillips Edison Grocery Center | $3,677,000 | +1.5% | 331,276 | +1.5% | 2.07% | -4.0% | |
| IXN | Buy | iShares S&P Global Technology | $3,588,000 | +52.6% | 17,047 | +34.1% | 2.02% | +44.4% |
| IEMG | Buy | iShares Core MSCI Emerging Mar | $3,395,000 | +273.9% | 63,152 | +241.0% | 1.91% | +253.6% |
| HYDB | Buy | iShares Edge High Yield Defens | $3,141,000 | +85.2% | 61,886 | +84.7% | 1.77% | +75.2% |
| IVW | Buy | iShares S&P 500/Barra Growth | $2,908,000 | +17.5% | 15,016 | +9.3% | 1.64% | +11.2% |
| QEFA | Sell | SPDR MSCI EAFE StrategicFactor | $2,678,000 | -11.5% | 40,105 | -16.4% | 1.51% | -16.3% |
| EUSA | Buy | iShares MSCI USA Equal Weighte | $2,489,000 | +14.5% | 38,911 | +6.8% | 1.40% | +8.4% |
| VUG | Sell | Vanguard Growth ETF | $2,221,000 | +6.8% | 12,193 | -2.5% | 1.25% | +1.0% |
| IJH | Buy | iShares S&P Midcap 400 | $2,108,000 | +48.8% | 10,241 | +39.7% | 1.19% | +40.8% |
| FTSL | Buy | First Trust Senior Loan ETF | $2,057,000 | +3.9% | 42,929 | +2.8% | 1.16% | -1.7% |
| IJK | Sell | iShares Midcap 400/Barra Growt | $1,935,000 | +6.4% | 8,124 | -0.0% | 1.09% | +0.6% |
| Buy | Cole Office & Industrial REIT | $1,931,000 | -9.0% | 193,073 | +0.4% | 1.09% | -13.9% | |
| VTV | Sell | Vanguard Value ETF | $1,899,000 | -6.5% | 15,846 | -13.0% | 1.07% | -11.6% |
| IMCG | Buy | iShares Morningstar Mid Growth | $1,891,000 | +14.9% | 7,191 | +6.3% | 1.07% | +8.7% |
| ETV | Buy | Eaton Vance Tax-Managed Buy-Wr | $1,684,000 | +12.3% | 112,642 | +10.0% | 0.95% | +6.3% |
| SPSM | Sell | SPDR Portfolio Small Cap ETF | $1,682,000 | -18.3% | 51,550 | -24.8% | 0.95% | -22.7% |
| DGRW | Sell | WisdomTree US Quality Dividend | $1,654,000 | +4.2% | 34,112 | -3.1% | 0.93% | -1.4% |
| IJR | Sell | iShares S&P Small Cap 600 | $1,505,000 | -50.3% | 17,957 | -53.9% | 0.85% | -53.0% |
| QEMM | Sell | SPDR MSCI Emerging Markets Str | $1,373,000 | -18.5% | 22,579 | -23.1% | 0.77% | -22.9% |
| GLD | New | SPDR Gold Shares | $1,285,000 | – | 8,990 | +100.0% | 0.72% | – |
| HEDJ | Buy | WisdomTree Europe Hedged Equit | $1,255,000 | +9.6% | 17,778 | +4.5% | 0.71% | +3.7% |
| IDU | New | iShares Dow Jones US Utilities | $1,254,000 | – | 7,734 | +100.0% | 0.71% | – |
| OUSA | Buy | O'Shares FTSE US Quality Divid | $1,253,000 | +10.3% | 34,210 | +4.6% | 0.71% | +4.3% |
| VEA | Buy | Vanguard FTSE Developed Market | $1,238,000 | +16.4% | 28,102 | +8.5% | 0.70% | +10.1% |
| NVDA | New | NVIDIA Corp. | $1,166,000 | – | 4,957 | +100.0% | 0.66% | – |
| IVE | Sell | iShares S&P 500/Barra Value | $1,029,000 | +8.2% | 7,911 | -0.9% | 0.58% | +2.3% |
| INFO | Buy | Metro One Telecommunications, | $1,005,000 | +130.5% | 13,342 | +104.8% | 0.57% | +117.7% |
| EFA | Sell | iShares: MSCI EAFE Index Fund | $930,000 | -52.5% | 13,391 | -55.4% | 0.52% | -55.1% |
| DVY | Sell | iShares Dow Jones Select Divid | $913,000 | -20.7% | 8,641 | -23.5% | 0.51% | -25.1% |
| IJT | Sell | iShares S&P SmallCap 600/BARRA | $902,000 | +8.2% | 4,665 | -0.3% | 0.51% | +2.2% |
| IYC | Sell | Ishares Tr Dow Jones Us Consum | $889,000 | -48.8% | 3,893 | -51.3% | 0.50% | -51.5% |
| MSFT | Sell | Microsoft Corporation | $886,000 | -10.1% | 5,718 | -19.3% | 0.50% | -15.0% |
| VZ | Sell | Verizon Communications | $844,000 | -3.7% | 13,738 | -5.3% | 0.48% | -8.8% |
| FIXD | New | First Trust TCW Opportunistic | $780,000 | – | 15,044 | +100.0% | 0.44% | – |
| AAPL | Sell | Apple Computer | $773,000 | -24.1% | 2,769 | -39.2% | 0.44% | -28.2% |
| IWR | Sell | iShares Russell Midcap Index | $768,000 | +6.4% | 12,880 | -0.2% | 0.43% | +0.7% |
| T | Sell | AT&T Inc Com | $761,000 | -42.3% | 19,411 | -44.3% | 0.43% | -45.4% |
| VTI | New | Vanguard Total Stock Market ET | $751,000 | – | 4,589 | +100.0% | 0.42% | – |
| CVX | Sell | Chevron Corporation | $682,000 | -80.7% | 3,626 | -87.8% | 0.38% | -81.7% |
| VB | Sell | Vanguard Small Cap ETF | $646,000 | +1.1% | 3,902 | -6.0% | 0.36% | -4.5% |
| Buy | Smartstop Self Storage REIT In | $608,000 | +24.3% | 57,014 | +24.4% | 0.34% | +17.9% | |
| RLY | Sell | SPDR SSgA Multi-Asset Real Ret | $582,000 | -4.4% | 22,919 | -6.8% | 0.33% | -9.6% |
| INTC | Sell | Intel | $575,000 | +12.5% | 9,688 | -2.4% | 0.32% | +6.6% |
| IWM | Sell | iShares Russell 2000 Index | $551,000 | +7.0% | 3,324 | -2.3% | 0.31% | +1.0% |
| GOOGL | Buy | Alphabet Inc. Cap Stk Cl A | $518,000 | +36.3% | 388 | +24.8% | 0.29% | +29.2% |
| LRCX | Sell | Lam Research Corporation | $514,000 | -3.4% | 1,756 | -23.7% | 0.29% | -8.5% |
| VWO | Sell | Vanguard MSCI Emerging Markets | $507,000 | +5.6% | 11,410 | -4.4% | 0.29% | 0.0% |
| XOM | Sell | Exxon Mobil | $502,000 | -76.4% | 4,543 | -84.9% | 0.28% | -77.6% |
| RCL | Buy | Royal Caribbean Cruises Ltd. | $501,000 | +66.4% | 3,753 | +34.9% | 0.28% | +57.5% |
| GBF | Buy | iShares Government/Credit Bond | $498,000 | +0.4% | 4,233 | +1.5% | 0.28% | -4.7% |
| CSCO | Sell | Cisco Systems, Inc | $491,000 | -4.5% | 10,273 | -1.3% | 0.28% | -9.5% |
| ACN | Buy | Accenture Ltd. | $491,000 | +13.9% | 2,332 | +4.0% | 0.28% | +7.8% |
| DIS | Sell | Walt Disney Company | $489,000 | -20.2% | 3,366 | -28.5% | 0.28% | -24.4% |
| ANSS | Buy | Ansys, Inc. | $483,000 | +42.5% | 1,878 | +22.5% | 0.27% | +34.7% |
| CDW | Sell | CDW Corporation | $482,000 | -9.1% | 3,370 | -21.7% | 0.27% | -13.9% |
| ABBV | Sell | AbbVie Inc. Common Stock | $479,000 | -36.6% | 5,406 | -45.8% | 0.27% | -40.0% |
| BBY | Buy | Best Buy Co. Inc. | $479,000 | +49.2% | 5,453 | +17.3% | 0.27% | +41.4% |
| KMB | Sell | Kimberly-Clark Corp. | $478,000 | -16.9% | 3,474 | -14.2% | 0.27% | -21.6% |
| SYY | Sell | Sysco Corp. | $466,000 | +3.1% | 5,395 | -5.3% | 0.26% | -2.2% |
| CMCSA | Buy | Comcast Corporation | $454,000 | +3.4% | 10,086 | +3.5% | 0.26% | -2.3% |
| JPM | Sell | J.P. Morgan Chase & Co. | $448,000 | +17.6% | 3,213 | -0.7% | 0.25% | +11.0% |
| FIS | Buy | Fidelity National Information | $448,000 | +35.8% | 3,222 | +29.6% | 0.25% | +27.9% |
| RMD | Buy | ResMed Inc. | $440,000 | +49.2% | 2,838 | +29.9% | 0.25% | +40.9% |
| MS | Buy | Morgan Stanley | $431,000 | +30.2% | 8,429 | +8.5% | 0.24% | +23.4% |
| MA | Sell | Mastercard Inc. | $427,000 | -15.6% | 1,445 | -22.5% | 0.24% | -19.9% |
| NEE | Buy | NextEra Energy, Inc. | $425,000 | +6.8% | 1,755 | +2.7% | 0.24% | +0.8% |
| TSCO | Buy | Tractor Supply Company | $423,000 | +33.9% | 4,524 | +29.6% | 0.24% | +26.6% |
| NSC | Buy | Norfolk Southern Corp | $421,000 | +7.9% | 2,174 | +0.1% | 0.24% | +2.2% |
| TFC | New | Truist Financial Corp | $420,000 | – | 7,460 | +100.0% | 0.24% | – |
| SLB | Sell | Schlumberger Ltd. | $421,000 | -38.7% | 9,730 | -51.6% | 0.24% | -42.1% |
| MDT | Buy | Medtronic Inc. | $420,000 | +8.8% | 3,702 | +4.1% | 0.24% | +3.0% |
| ZTS | Sell | Zoetis Inc. | $421,000 | -14.9% | 3,180 | -19.9% | 0.24% | -19.7% |
| DHI | Sell | DR Horton Inc. | $420,000 | -5.0% | 7,962 | -5.1% | 0.24% | -9.9% |
| IQV | Buy | IQVIA Holdings Inc | $415,000 | +4.3% | 2,686 | +0.9% | 0.23% | -1.3% |
| PFE | Sell | Pfizer Inc. | $416,000 | +4.0% | 10,629 | -4.6% | 0.23% | -1.7% |
| AFIN | American Finance Trust Inc | $413,000 | -4.8% | 31,118 | 0.0% | 0.23% | -10.0% | |
| MDLZ | Buy | Mondelez International, Inc. | $412,000 | +4.3% | 7,482 | +4.7% | 0.23% | -1.3% |
| AXP | Buy | American Express Company | $410,000 | +7.3% | 3,290 | +1.9% | 0.23% | +1.3% |
| V | Sell | Visa Inc. | $408,000 | -6.6% | 2,203 | -13.3% | 0.23% | -11.5% |
| TMUS | Buy | T-Mobile US, Inc. | $408,000 | +42.2% | 5,198 | +42.5% | 0.23% | +34.5% |
| GWX | Sell | SPDR S&P International Small C | $407,000 | +1.0% | 12,763 | -6.8% | 0.23% | -4.6% |
| ALSN | Buy | Allison Transmission Holdings | $401,000 | +18.6% | 8,296 | +15.6% | 0.23% | +12.4% |
| IJJ | Sell | iShares S&P MidCap 400 | $399,000 | +6.7% | 2,336 | -0.2% | 0.22% | +0.9% |
| MET | Buy | Metlife Inc | $396,000 | +13.8% | 7,769 | +5.4% | 0.22% | +7.7% |
| DAL | Buy | Delta Air Lines Inc. | $395,000 | +7.9% | 6,758 | +6.5% | 0.22% | +2.3% |
| GIS | Buy | General Mills, Inc. | $392,000 | +1.6% | 7,326 | +4.7% | 0.22% | -3.9% |
| HRC | Buy | Hill Rom Hldgs Com | $392,000 | +14.3% | 3,449 | +5.7% | 0.22% | +8.3% |
| EHC | Buy | Encompass Health Corporation | $393,000 | +26.0% | 5,672 | +15.1% | 0.22% | +18.8% |
| STWD | Sell | Starwood Property Trust, Inc. | $392,000 | +2.6% | 15,748 | -0.3% | 0.22% | -3.1% |
| EBS | Buy | Emergent BioSolutions Inc | $389,000 | +29.7% | 7,212 | +25.7% | 0.22% | +22.3% |
| GSK | Sell | GlaxoSmithKline plc | $382,000 | -36.1% | 8,136 | -41.9% | 0.22% | -39.6% |
| WM | Sell | Waste Management Inc. | $375,000 | -15.0% | 3,290 | -14.2% | 0.21% | -19.8% |
| HASI | Buy | Hannon Armstrong Sustainable I | $370,000 | +17.8% | 11,484 | +6.7% | 0.21% | +11.2% |
| D | Sell | Dominion Energy, Inc. | $356,000 | -40.5% | 4,300 | -41.7% | 0.20% | -43.5% |
| PM | Sell | Philip Morris International In | $347,000 | -39.3% | 4,077 | -45.9% | 0.20% | -42.5% |
| BRKA | Berkshire Hathaway Inc. | $340,000 | +9.0% | 1 | 0.0% | 0.19% | +3.2% | |
| ES | New | Eversource Energy | $337,000 | – | 3,956 | +100.0% | 0.19% | – |
| CM | Sell | Canadian Imperial Bank of Comm | $335,000 | -46.0% | 4,030 | -46.3% | 0.19% | -48.8% |
| SPTS | Buy | SPDR Portfolio Short Term Trea | $334,000 | +63.7% | 11,142 | +64.2% | 0.19% | +54.1% |
| DUK | Sell | Duke Energy | $334,000 | -45.7% | 3,661 | -42.9% | 0.19% | -48.6% |
| HD | Sell | Home Depot, Inc. | $331,000 | -59.2% | 1,692 | -51.6% | 0.19% | -61.3% |
| BP | Sell | BP plc | $323,000 | -59.1% | 8,544 | -58.8% | 0.18% | -61.3% |
| EEM | Sell | iShares MSCI Emerging Mkts | $317,000 | +9.3% | 7,058 | -0.6% | 0.18% | +3.5% |
| SHV | Buy | iShares Barclays Short Treasur | $318,000 | +0.3% | 2,881 | +0.6% | 0.18% | -5.3% |
| AVY | Buy | Avery Dennison Corp. | $309,000 | +20.2% | 2,364 | +4.4% | 0.17% | +13.7% |
| VXUS | New | Vanguard Total International S | $309,000 | – | 5,544 | +100.0% | 0.17% | – |
| APD | Sell | Air Products & Chemicals Inc. | $307,000 | -1.9% | 1,308 | -7.3% | 0.17% | -7.0% |
| BCE | Sell | BCE Inc. | $305,000 | -47.8% | 6,571 | -45.5% | 0.17% | -50.6% |
| KO | Sell | Coca-Cola Company | $300,000 | -48.7% | 5,419 | -49.6% | 0.17% | -51.4% |
| JNJ | Sell | Johnson & Johnson | $295,000 | -79.6% | 2,454 | -78.0% | 0.17% | -80.7% |
| BAC | New | Bank of America | $280,000 | – | 7,947 | +100.0% | 0.16% | – |
| PPL | Sell | PPL Corp. | $279,000 | -37.4% | 7,775 | -45.1% | 0.16% | -41.0% |
| NGG | Sell | National Grid plc | $278,000 | -37.8% | 4,434 | -46.4% | 0.16% | -41.0% |
| IAU | New | iShares COMEX Gold Trust | $271,000 | – | 18,706 | +100.0% | 0.15% | – |
| FB | Sell | Facebook, Inc. | $265,000 | -32.7% | 1,290 | -41.7% | 0.15% | -36.6% |
| IJS | Sell | iShares Small Cap 600/Barra Va | $262,000 | +6.1% | 1,630 | -0.7% | 0.15% | +0.7% |
| EWX | Sell | SPDR S&P Emerging Markets Smal | $260,000 | -1.1% | 5,654 | -6.7% | 0.15% | -6.4% |
| GILD | Sell | Gilead Sciences Inc. | $248,000 | -44.8% | 3,815 | -46.2% | 0.14% | -47.6% |
| CVS | Sell | CVS Corp | $245,000 | -18.1% | 3,303 | -30.3% | 0.14% | -22.5% |
| IR | New | Ingersoll-Rand Co. Ltd. | $237,000 | – | 1,795 | +100.0% | 0.13% | – |
| COP | Sell | Conoco Phillips | $230,000 | -26.3% | 3,196 | -41.6% | 0.13% | -30.1% |
| WMT | Sell | WalMart | $223,000 | -22.8% | 1,873 | -23.0% | 0.13% | -26.7% |
| SO | Sell | Southern Co. | $222,000 | -49.7% | 3,496 | -51.1% | 0.12% | -52.5% |
| HBAN | Sell | Huntington Bancshares Inc. | $218,000 | -43.1% | 14,487 | -46.1% | 0.12% | -46.1% |
| SJNK | Sell | SPDR BarCap ST High Yield Bond | $210,000 | -40.0% | 7,792 | -39.9% | 0.12% | -43.3% |
| Buy | Griffin Cap Essential Asset RE | $208,000 | +2.0% | 21,844 | +1.7% | 0.12% | -4.1% | |
| MLPA | Sell | Global X MLP ETF | $130,000 | -27.4% | 16,554 | -22.4% | 0.07% | -31.8% |
| AFIF | Buy | Anfield Universal Fixed Income | $121,000 | +18.6% | 12,487 | +19.6% | 0.07% | +11.5% |
| New | American Intl Group Inc Wts Ex | $0 | – | 69,665 | +100.0% | 0.00% | – | |
| NUSMF | Nautilus Minerals Inc. | $0 | – | 22,163 | 0.0% | 0.00% | – | |
| CVBT | Cardiovascular Biotherapeutics | $0 | – | 10,000 | 0.0% | 0.00% | – | |
| NCSM | Exit | NCS Multistage Holding inc | $0 | – | -10,467 | -100.0% | -0.01% | – |
| NOK | Exit | Nokia | $0 | – | -22,336 | -100.0% | -0.07% | – |
| AROC | Exit | ArchRock inc | $0 | – | -11,570 | -100.0% | -0.07% | – |
| AMCR | Exit | Amcor PLC Ordinary Shares | $0 | – | -13,807 | -100.0% | -0.08% | – |
| RF | Exit | Regions Financial Corp | $0 | – | -10,502 | -100.0% | -0.10% | – |
| Exit | Cole Cr Ppty Tr V Inc Com Cl A | $0 | – | -10,523 | -100.0% | -0.12% | – | |
| MO | Exit | Altria Group Inc. | $0 | – | -5,081 | -100.0% | -0.12% | – |
| BTI | Exit | British American Tobacco plc | $0 | – | -5,802 | -100.0% | -0.13% | – |
| XLY | Exit | Consumer Discretionary SPDR | $0 | – | -1,845 | -100.0% | -0.13% | – |
| PNC | Exit | PNC Financial Services Group I | $0 | – | -1,650 | -100.0% | -0.14% | – |
| CCI | Exit | Crown Castle International Cor | $0 | – | -1,768 | -100.0% | -0.15% | – |
| MPC | Exit | Marathon Petroleum Corporation | $0 | – | -4,108 | -100.0% | -0.15% | – |
| AVGO | Exit | Broadcom Inc | $0 | – | -919 | -100.0% | -0.15% | – |
| SPY | Exit | SPDR S&P 500 | $0 | – | -923 | -100.0% | -0.16% | – |
| ENB | Exit | Enbridge Inc. | $0 | – | -7,882 | -100.0% | -0.16% | – |
| AMZN | Exit | Amazon.com Inc. | $0 | – | -160 | -100.0% | -0.17% | – |
| EXC | Exit | Exelon Corp. | $0 | – | -6,132 | -100.0% | -0.18% | – |
| NSP | Exit | Insperity, Inc. | $0 | – | -3,182 | -100.0% | -0.19% | – |
| VOD | Exit | Vodafone Air | $0 | – | -15,870 | -100.0% | -0.19% | – |
| WTFC | Exit | Wintrust Financial Corp | $0 | – | -4,962 | -100.0% | -0.19% | – |
| OXY | Exit | Occidental Petroleum Corp. | $0 | – | -7,856 | -100.0% | -0.21% | – |
| TTE | Exit | Total SA | $0 | – | -7,178 | -100.0% | -0.22% | – |
| AMT | Exit | American Tower Corp. | $0 | – | -1,708 | -100.0% | -0.22% | – |
| BBT | Exit | BB & T Corp. | $0 | – | -7,155 | -100.0% | -0.23% | – |
| WELL | Exit | Welltower Inc | $0 | – | -4,328 | -100.0% | -0.23% | – |
| VTR | Exit | Ventas Inc. | $0 | – | -6,214 | -100.0% | -0.27% | – |
| PEP | Exit | PepsiCo | $0 | – | -3,637 | -100.0% | -0.30% | – |
| UPS | Exit | United Parcel Service | $0 | – | -4,436 | -100.0% | -0.32% | – |
| PG | Exit | Procter & Gamble Co | $0 | – | -4,562 | -100.0% | -0.34% | – |
| FISV | Exit | Fiserv Inc. | $0 | – | -6,317 | -100.0% | -0.39% | – |
| AZPN | Exit | Aspen Technology, Inc. | $0 | – | -5,571 | -100.0% | -0.41% | – |
| HON | Exit | Honeywell International | $0 | – | -4,427 | -100.0% | -0.45% | – |
| TXN | Exit | Texas Instruments | $0 | – | -9,801 | -100.0% | -0.76% | – |
| MTUM | Exit | iShares MSCI USA Momentum Fact | $0 | – | -11,986 | -100.0% | -0.85% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-12
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.