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Home > Institutional Investor > Outlook Wealth Advisors, Llc > Profile

Instuitional Investor - Outlook Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Outlook Wealth Advisors, Llc
Portfolio Value $462,720,765
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 28,200 $21,117,521 4.56%
2.
Vanguard Index Fds - VALUE ETF
 84,073 $18,321,636 3.96%
3.
Invesco Qqq Tr
 24,240 $17,851,302 3.86%
4.
Innovator Etfs Trust
 320,071 $16,877,287 3.65%
5.
Nvidia Corp
 NVDA 73,506 $14,703,452 3.18%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.