Outlook Wealth Advisors, LLC
CIK: 0001767151SEC EDGAR →
Portfolio Value
$442.2B
Holdings
298
As of
Q4 2025
New Positions
298
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 32,896 | $22.5B | 5.10% |
| 2 | INNOVATOR ETFS TRUST | 402,787 | $19.8B | 4.49% |
| 3 | INVESCO QQQ TR | 26,657 | $16.4B | 3.70% |
| 4 | VANGUARD INDEX FDS | 78,501 | $15.0B | 3.39% |
| 5 | NVIDIA CORPORATION | 75,236 | $14.0B | 3.17% |
| 6 | ISHARES TR | 276,113 | $13.1B | 2.96% |
| 7 | FIRST TR EXCHNG TRADED FD VI | 381,207 | $12.1B | 2.73% |
| 8 | FIRST TR EXCHNG TRADED FD VI | 268,279 | $10.4B | 2.35% |
| 9 | FIRST TR EXCHNG TRADED FD VI | 201,582 | $9.6B | 2.16% |
| 10 | AIM ETF PRODUCTS TRUST | 236,565 | $8.8B | 1.98% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (298)
$22.5B · 33K shares
$19.8B · 403K shares
$16.4B · 27K shares
$15.0B · 79K shares
$14.0B · 75K shares
$13.1B · 276K shares
$12.1B · 381K shares
$10.4B · 268K shares
$9.6B · 202K shares
$8.8B · 237K shares
$8.4B · 215K shares
$8.3B · 302K shares
$7.5B · 236K shares
$7.2B · 75K shares
$6.9B · 203K shares
$6.3B · 23K shares
$6.2B · 117K shares
$5.9B · 150K shares
$5.3B · 44K shares
$5.1B · 11K shares
$5.0B · 55K shares
$4.8B · 111K shares
$4.6B · 7K shares
$4.6B · 191K shares
$4.0B · 33K shares
$4.0B · 8K shares
$3.5B · 117K shares
$3.4B · 11K shares
$3.4B · 34K shares
$3.4B · 83K shares
$3.3B · 97K shares
$3.1B · 42K shares
$2.7B · 13K shares
$2.6B · 20K shares
$2.6B · 16K shares
$2.4B · 44K shares
$2.4B · 16K shares
$2.4B · 42K shares
$2.4B · 7K shares
$2.3B · 11K shares
$2.2B · 36K shares
$2.2B · 11K shares
$2.1B · 39K shares
$2.1B · 47K shares
$2.1B · 59K shares
$2.0B · 24K shares
$1.9B · 41K shares
$1.8B · 11K shares
$1.8B · 35K shares
$1.7B · 5K shares
$1.7B · 120K shares
$1.7B · 16K shares
$1.7B · 62K shares
$1.6B · 2K shares
$1.6B · 12K shares
$1.6B · 38K shares
$1.5B · 2K shares
$1.5B · 30K shares
$1.5B · 42K shares
$1.5B · 15K shares
$1.4B · 60K shares
$1.4B · 30K shares
$1.4B · 11K shares
$1.4B · 16K shares
$1.4B · 4K shares
$1.4B · 36K shares
$1.3B · 51K shares
$1.3B · 4K shares
$1.3B · 4K shares
$1.3B · 16K shares
$1.2B · 43K shares
$1.2B · 16K shares
$1.2B · 19K shares
$1.2B · 25K shares
$1.2B · 92K shares
$1.1B · 11K shares
$1.1B · 35K shares
$1.1B · 18K shares
$1.1B · 26K shares
$1.1B · 6K shares
$1.1B · 22K shares
$1.1B · 36K shares
$1.1B · 45K shares
$1.0B · 3K shares
$1.0B · 17K shares
$1.0B · 7K shares
$1.0B · 2K shares
$993.0M · 9K shares
$965.0M · 55K shares
$960.0M · 4K shares
$917.0M · 23K shares
$915.0M · 6K shares
$905.0M · 8K shares
$900.0M · 19K shares
$897.0M · 4K shares
$879.0M · 7K shares
$879.0M · 5K shares
$865.0M · 17K shares
$857.0M · 7K shares
$847.0M · 4K shares
$835.0M · 18K shares
$832.0M · 15K shares
$825.0M · 3K shares
$823.0M · 19K shares
$820.0M · 18K shares
$813.0M · 3K shares
$811.0M · 26K shares
$808.0M · 2K shares
$803.0M · 20K shares
$800.0M · 10K shares
$799.0M · 1K shares
$799.0M · 6K shares
$784.0M · 18K shares
$780.0M · 7K shares
$779.0M · 5K shares
$746.0M · 4K shares
$745.0M · 10K shares
$742.0M · 8K shares
$730.0M · 3K shares
$725.0M · 9K shares
$724.0M · 1K shares
$722.0M · 3K shares
$722.0M · 4K shares
$710.0M · 3K shares
$709.0M · 3K shares
$709.0M · 29K shares
$708.0M · 17K shares
$705.0M · 28K shares
$700.0M · 7K shares
$699.0M · 5K shares
$693.0M · 7K shares
$690.0M · 6K shares
$687.0M · 17K shares
$667.0M · 621 shares
$666.0M · 13K shares
$663.0M · 7K shares
$658.0M · 28K shares
$653.0M · 4K shares
$650.0M · 6K shares
$650.0M · 3K shares
$649.0M · 17K shares
$646.0M · 3K shares
$642.0M · 2K shares
$642.0M · 13K shares
$642.0M · 13K shares
$635.0M · 9K shares
$633.0M · 19K shares
$627.0M · 6K shares
$622.0M · 5K shares
$606.0M · 4K shares
$587.0M · 12K shares
$587.0M · 9K shares
$583.0M · 15K shares
$569.0M · 4K shares
$562.0M · 5K shares
$560.0M · 4K shares
$559.0M · 3K shares
$535.0M · 501 shares
$514.0M · 9K shares
$513.0M · 9K shares
$504.0M · 13K shares
$501.0M · 6K shares
$498.0M · 10K shares
$497.0M · 3K shares
$494.0M · 3K shares
$493.0M · 3K shares
$490.0M · 10K shares
$489.0M · 15K shares
$488.0M · 14K shares
$478.0M · 8K shares
$477.0M · 5K shares
$472.0M · 19K shares
$472.0M · 11K shares
$468.0M · 12K shares
$467.0M · 8K shares
$466.0M · 1K shares
$458.0M · 377 shares
$452.0M · 6K shares
$443.0M · 2K shares
$433.0M · 641 shares
$426.0M · 2K shares
$415.0M · 10K shares
$415.0M · 4K shares
$413.0M · 1K shares
$412.0M · 5K shares
$403.0M · 3K shares
$402.0M · 10K shares
$401.0M · 25K shares
$401.0M · 2K shares
$399.0M · 14K shares
$397.0M · 439 shares
$396.0M · 8K shares
$395.0M · 15K shares
$392.0M · 12K shares
$389.0M · 5K shares
$389.0M · 12K shares
$387.0M · 1K shares
$387.0M · 3K shares
$387.0M · 4K shares
$376.0M · 7K shares
$375.0M · 7K shares
$371.0M · 1K shares
$361.0M · 1K shares
$361.0M · 2K shares
$360.0M · 2K shares
$357.0M · 2K shares
$355.0M · 1K shares
$354.0M · 11K shares
$353.0M · 692 shares
$352.0M · 401 shares
$351.0M · 2K shares
$349.0M · 4K shares
$349.0M · 8K shares
$348.0M · 3K shares
$346.0M · 9K shares
$343.0M · 4K shares
$343.0M · 2K shares
$341.0M · 9K shares
$339.0M · 1K shares
$338.0M · 2K shares
$334.0M · 4K shares
$334.0M · 1K shares
$330.0M · 12K shares
$329.0M · 3K shares
$329.0M · 2K shares
$329.0M · 1K shares
$328.0M · 7K shares
$328.0M · 18K shares
$326.0M · 835 shares
$324.0M · 5K shares
$324.0M · 2K shares
$320.0M · 1K shares
$316.0M · 1K shares
$312.0M · 2K shares
$311.0M · 5K shares
$310.0M · 6K shares
$310.0M · 19K shares
$305.0M · 6K shares
$304.0M · 2K shares
$301.0M · 2K shares
$300.0M · 7K shares
$296.0M · 32K shares
$295.0M · 3K shares
$294.0M · 3K shares
$294.0M · 9K shares
$292.0M · 1K shares
$290.0M · 9K shares
$287.0M · 8K shares
$287.0M · 5K shares
$285.0M · 7K shares
$282.0M · 6K shares
$278.0M · 444 shares
$277.0M · 7K shares
$277.0M · 650 shares
$275.0M · 11K shares
$274.0M · 7K shares
$274.0M · 3K shares
$273.0M · 8K shares
$271.0M · 3K shares
$269.0M · 4K shares
$267.0M · 2K shares
$265.0M · 3K shares
$265.0M · 8K shares
$264.0M · 715 shares
$262.0M · 10K shares
$261.0M · 1K shares
$258.0M · 910 shares
$257.0M · 4K shares
$256.0M · 6K shares
$255.0M · 9K shares
$253.0M · 12K shares
$252.0M · 2K shares
$251.0M · 9K shares
$248.0M · 1K shares
$247.0M · 3K shares
$245.0M · 945 shares
$244.0M · 858 shares
$234.0M · 6K shares
$234.0M · 7K shares
$232.0M · 1K shares
$232.0M · 2K shares
$230.0M · 4K shares
$229.0M · 791 shares
$226.0M · 466 shares
$226.0M · 733 shares
$223.0M · 9K shares
$216.0M · 8K shares
$214.0M · 5K shares
$211.0M · 927 shares
$211.0M · 3K shares
$211.0M · 1K shares
$210.0M · 1K shares
$209.0M · 365 shares
$207.0M · 6K shares
$128.0M · 10K shares
$110.0M · 14K shares
$33.0M · 18K shares
$0 · 50K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 155 | $284.9B | 64.5% |
| Unknown | 26 | $58.7B | 13.3% |
| Technology | 36 | $45.7B | 10.3% |
| Energy | 13 | $10.8B | 2.4% |
| Industrials | 18 | $8.8B | 2.0% |
| Healthcare | 11 | $7.8B | 1.8% |
| Communication Services | 7 | $7.5B | 1.7% |
| Consumer Cyclical | 9 | $6.8B | 1.5% |
| Consumer Defensive | 6 | $4.2B | 0.9% |
| Real Estate | 9 | $3.9B | 0.9% |
| Utilities | 5 | $1.9B | 0.4% |
| Basic Materials | 3 | $1.0B | 0.2% |