Outlook Wealth Advisors, LLC Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$388.8B

Holdings

269

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (269 positions)

StockValue
CNRCANADIAN NATL RY CO
$372K
KJULINNOVATOR ETFS TRUST
$371K
ADBEADOBE INC
$368K
MPCMARATHON PETE CORP
$365K
LULULULULEMON ATHLETICA INC
$357K
CXRNLISTED FDS TR
$348K
MPWRMONOLITHIC PWR SYS INC
$345K
NDSNNORDSON CORP
$345K
ONEZELEVATION SERIES TRUST
$345K
LISTED FDS TR
$344K
PNOVINNOVATOR ETFS TRUST
$344K
ODFLOLD DOMINION FREIGHT LINE IN
$342K
INFYINFOSYS LTD
$342K
SSDSIMPSON MFG INC
$341K
AG8AGILENT TECHNOLOGIES INC
$336K
USEPINNOVATOR ETFS TRUST
$325K
CERYSPDR SERIES TRUST
$322K
BXBLACKSTONE INC
$322K
IGVISHARES TR
$321K
OZBELPOINTE PREP LLC
$320K
WMSADVANCED DRAIN SYS INC DEL
$316K
LDURPIMCO ETF TR
$313K
PLTRPALANTIR TECHNOLOGIES INC
$313K
TERTERADYNE INC
$310K
PORPORTLAND GEN ELEC CO
$306K
TMUST-MOBILE US INC
$301K
WFCWELLS FARGO CO NEW
$301K
FANGDIAMONDBACK ENERGY INC
$296K
GPKGRAPHIC PACKAGING HLDG CO
$282K
DDTOINNOVATOR ETFS TRUST
$281K
PYLDPIMCO ETF TR
$278K
SOXXISHARES TR
$275K
VFLOVICTORY PORTFOLIOS II
$274K
CNPCENTERPOINT ENERGY INC
$272K
GOOGALPHABET INC
$271K
STAGSTAG INDL INC
$269K
KOCTINNOVATOR ETFS TRUST
$267K
EMHCSPDR SERIES TRUST
$265K
DECKDECKERS OUTDOOR CORP
$265K
BJANINNOVATOR ETFS TRUST
$265K
SRLNSSGA ACTIVE ETF TR
$262K
JEPIJ P MORGAN EXCHANGE TRADED F
$262K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$258K
VOOVANGUARD INDEX FDS
$256K
IBMINTERNATIONAL BUSINESS MACHS
$256K
UAPRINNOVATOR ETFS TRUST
$254K
SMHVANECK ETF TRUST
$253K
SCHDSCHWAB STRATEGIC TR
$250K
FEMRFIDELITY COVINGTON TRUST
$248K
CAPLCROSSAMERICA PARTNERS LP
$245K
COSTCOSTCO WHSL CORP NEW
$243K
PGRPROGRESSIVE CORP
$242K
KJANINNOVATOR ETFS TRUST
$242K
REGNREGENERON PHARMACEUTICALS
$240K
UBERUBER TECHNOLOGIES INC
$236K
KAUGINNOVATOR ETFS TRUST
$235K
LLYELI LILLY & CO
$231K
ABBVABBVIE INC
$230K
4I1PHILIP MORRIS INTL INC
$227K
WFRDWEATHERFORD INTL PLC
$226K
SPIBSPDR SERIES TRUST
$218K
AMATAPPLIED MATLS INC
$217K
QLDPROSHARES TR
$216K
ISRGINTUITIVE SURGICAL INC
$215K
VONEVANGUARD SCOTTSDALE FDS
$208K
NEENEXTERA ENERGY INC
$204K
ROEEA SERIES TRUST
$203K
NVGNUVEEN AMT FREE MUN CR INC F
$121K
CRFCORNERSTONE TOTAL RETURN FD
$110K
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