Outlook Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
OW Outlook Wealth Advisors, LLC | Institutional Filer | ▼ 6.57% | $413.1M | 310 |
Current Portfolio Holdings
Showing all 310 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 28K | $18.3M | 4.43% |
| 2 | VTV | VANGUARD INDEX FDS | — | 83K | $16.3M | 3.95% |
| 3 | BSEP | INNOVATOR ETFS TRUST | — | 318K | $15.3M | 3.70% |
| 4 | QQQ | Invesco QQQ Trust | — | 24K | $14.0M | 3.39% |
| 5 | NVDA | NVIDIA Corporation | Technology | 74K | $12.9M | 3.12% |
| 6 | HYDB | ISHARES TR | — | 247K | $11.5M | 2.78% |
| 7 | IDV | ISHARES TR | — | 235K | $10.0M | 2.42% |
| 8 | QSPT | FIRST TR EXCHNG TRADED FD VI | — | 312K | $9.6M | 2.31% |
| 9 | IJR | ISHARES TR | — | 74K | $9.2M | 2.23% |
| 10 | IEFA | ISHARES TR | — | 93K | $8.5M | 2.05% |
| 11 | EMB | ISHARES TR | — | 82K | $7.7M | 1.85% |
| 12 | EEM | ISHARES TR | — | 113K | $6.4M | 1.55% |
| 13 | AAPL | Apple Inc. | Technology | 24K | $6.0M | 1.44% |
| 14 | IGSB | ISHARES TR | — | 106K | $5.6M | 1.35% |
| 15 | EFV | ISHARES TR | — | 74K | $5.5M | 1.33% |
Showing 1 to 15 of 310 holdings