CIK 1767151
Outlook Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
298
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 298
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | 7K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 1K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 1K | $100K–$500K | SH |
| JKHY | HENRY JACK & ASSOC INC | 2K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| IDCC | INTERDIGITAL INC | 1K | $100K–$500K | SH |
| ROMO | STRATEGY SHS | 11K | $100K–$500K | SH |
| MCO | MOODYS CORP | 692 | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 401 | $100K–$500K | SH |
| GRMN | GARMIN LTD | 2K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 4K | $100K–$500K | SH |
| PNOV | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| NTES | NETEASE INC | 3K | $100K–$500K | SH |
| USEP | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 4K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 2K | $100K–$500K | SH |
| STAG | STAG INDL INC | 9K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 2K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| GGG | GRACO INC | 4K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 12K | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| CNI | CANADIAN NATL RY CO | 3K | $100K–$500K | SH |
| INFY | INFOSYS LTD | 18K | $100K–$500K | SH |
| GLPI | GAMING & LEISURE PPTYS INC | 7K | $100K–$500K | SH |
| KNSL | KINSALE CAP GROUP INC | 835 | $100K–$500K | SH |
| OZ | BELPOINTE PREP LLC | 5K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| SOXX | ISHARES TR | 1K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 1K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 2K | $100K–$500K | SH |
| OMF | ONEMAIN HLDGS INC | 5K | $100K–$500K | SH |
| XP | XP INC | 19K | $100K–$500K | SH |
| CBSH | COMMERCE BANCSHARES INC | 6K | $100K–$500K | SH |
| FHI | FEDERATED HERMES INC | 6K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 2K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| PFEB | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| WU | WESTERN UN CO | 32K | $100K–$500K | SH |
| LDUR | PIMCO ETF TR | 3K | $100K–$500K | SH |
| KOCT | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| IGV | ISHARES TR | 3K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| SKT | TANGER INC | 9K | $100K–$500K | SH |
| MPLX | MPLX LP | 5K | $100K–$500K | SH |
| CNP | CENTERPOINT ENERGY INC | 8K | $100K–$500K | SH |
| VFLO | VICTORY PORTFOLIOS II | 7K | $100K–$500K | SH |