The Analysis of Outlook Wealth Advisors, LLC's Holdings & P&L


Currently, Outlook Wealth Advisors, LLC holds 305 types of securities in its portfolio with a total value $462.7M. In the most recent quarter, they have increased their positions in MAYW (+190.2K shares, valued at $6.6M), JUNW (+123.7K shares, valued at $4.3M), GMAY (+89.5K shares, valued at $3.9M); decreased their positions in GSEP (-129.3K shares, valued at $5.3M), SPDW (-11.3K shares, valued at $570.3K), BRLN (-10.5K shares, valued at $534.1K); initiated new positions in MAYW (+190.2K shares, valued at $6.6M), JUNW (+123.7K shares, valued at $4.3M), GMAY (+89.5K shares, valued at $3.9M).


1M P&L
+832.4K+0.23%
3M P&L
+4.4M+1.20%
HY P&L
+9.7M+2.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A300.0M
75.1%
2Semiconductors19.8M
5.0%
3Semiconductor Equipment & Materials7.8M
2.0%

Top Industries by Stock Count

1N/A155 stocks
56.6%
2Semiconductors8 stocks
2.9%
3Specialty Industrial Machinery6 stocks
2.2%
Stock Holdings
ISHARES TR
ISHARES TR
0.56%
Shares28.2K
Event2026-06-30
Filed2026-08-03
VTV
VANGUARD INDEX FDS
0.98%
Shares84.1K
Event2026-06-30
Filed2026-08-03
QQQ
INVESCO QQQ TR
-0.27%
Shares24.2K
Event2026-06-30
Filed2026-08-03
BSEP
INNOVATOR ETFS TRUST
0.64%
Shares320.1K
Event2026-06-30
Filed2026-08-03
NVDA
NVIDIA CORPORATION
-0.50%
Shares73.5K
Event2026-06-30
Filed2026-08-03
HYDB
ISHARES TR
-2.07%
Shares242.2K
Event2026-06-30
Filed2026-08-03
IJR
ISHARES TR
1.29%
Shares74.9K
Event2026-06-30
Filed2026-08-03
QSPT
FIRST TR EXCHNG TRADED FD VI
0.58%
Shares313.9K
Event2026-06-30
Filed2026-08-03
IDV
ISHARES TR
1.91%
Shares239.2K
Event2026-06-30
Filed2026-08-03
ISHARES TR
ISHARES TR
1.73%
Shares95.1K
Event2026-06-30
Filed2026-08-03
EMB
ISHARES TR
1.52%
Shares82.7K
Event2026-06-30
Filed2026-08-03
EEM
ISHARES TR
1.16%
Shares114.4K
Event2026-06-30
Filed2026-08-03
AAPL
APPLE INC
-0.69%
Shares23.4K
Event2026-06-30
Filed2026-08-03
MAYW
AIM ETF PRODUCTS TRUST
New
Shares190.2K
Event2026-06-30
Filed2026-08-03
EFV
ISHARES TR
2.31%
Shares75.4K
Event2026-06-30
Filed2026-08-03
FTXL
FIRST TR EXCHANGE TRADED FD
2.55%
Shares20.1K
Event2026-06-30
Filed2026-08-03
IGSB
ISHARES TR
1.02%
Shares107.1K
Event2026-06-30
Filed2026-08-03
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
9.04%
Shares6.2K
Event2026-06-30
Filed2026-08-03
JANW
AIM ETF PRODUCTS TRUST
0.43%
Shares118.1K
Event2026-06-30
Filed2026-08-03
JUNW
AIM ETF PRODUCTS TRUST
New
Shares123.7K
Event2026-06-30
Filed2026-08-03
LRCX
LAM RESEARCH CORP
-6.83%
Shares9.7K
Event2026-06-30
Filed2026-08-03
ISHG
ISHARES TR
1.60%
Shares56.1K
Event2026-06-30
Filed2026-08-03
QFLR
INNOVATOR ETFS TRUST
3.20%
Shares106.5K
Event2026-06-30
Filed2026-08-03
GOOGL
ALPHABET INC
-2.12%
Shares10.8K
Event2026-06-30
Filed2026-08-03
GMAY
FIRST TR EXCHNG TRADED FD VI
New
Shares89.5K
Event2026-06-30
Filed2026-08-03
FEBW
AIM ETF PRODUCTS TRUST
New
Shares108.1K
Event2026-06-30
Filed2026-08-03
MSFT
MICROSOFT CORP
-1.92%
Shares10.2K
Event2026-06-30
Filed2026-08-03
EXXON MOBIL CORP
EXXON MOBIL CORP
-7.28%
Shares27.8K
Event2026-06-30
Filed2026-08-03
DECW
AIM ETF PRODUCTS TRUST
0.25%
Shares100.8K
Event2026-06-30
Filed2026-08-03
PDEC
INNOVATOR ETFS TRUST
9.89%
Shares76.5K
Event2026-06-30
Filed2026-08-03
NJUL
INNOVATOR ETFS TRUST
0.74%
Shares44.4K
Event2026-06-30
Filed2026-08-03
VUG
VANGUARD INDEX FDS
504.74%
Shares38.8K
Event2026-06-30
Filed2026-08-03
JNJ
JOHNSON & JOHNSON
-0.26%
Shares12.8K
Event2026-06-30
Filed2026-08-03
ONEZ
ELEVATION SERIES TRUST
340.66%
Shares115.0K
Event2026-06-30
Filed2026-08-03
NJAN
INNOVATOR ETFS TRUST
10.97%
Shares52.8K
Event2026-06-30
Filed2026-08-03
IYW
ISHARES TR
3.15%
Shares11.8K
Event2026-06-30
Filed2026-08-03
PPA
INVESCO EXCHANGE TRADED FD T
3.15%
Shares16.6K
Event2026-06-30
Filed2026-08-03
CPAI
NORTHERN LTS FD TR III
28.59%
Shares56.0K
Event2026-06-30
Filed2026-08-03
SPDR SERIES TRUST
SPDR SERIES TRUST
23.49%
Shares29.5K
Event2026-06-30
Filed2026-08-03
CVX
CHEVRON CORPORATION
-0.59%
Shares15.4K
Event2026-06-30
Filed2026-08-03
RSP
INVESCO EXCHANGE TRADED FD T
4.46%
Shares11.9K
Event2026-06-30
Filed2026-08-03
IGIB
ISHARES TR
2.31%
Shares46.4K
Event2026-06-30
Filed2026-08-03
FFEB
FIRST TR EXCHNG TRADED FD VI
-2.47%
Shares40.3K
Event2026-06-30
Filed2026-08-03
BILZ
PIMCO ETF TR
140.53%
Shares24.3K
Event2026-06-30
Filed2026-08-03
BROADCOM INC
BROADCOM INC
-5.58%
Shares6.5K
Event2026-06-30
Filed2026-08-03
SNDK
SANDISK CORP
88.81%
Shares1.0K
Event2026-06-30
Filed2026-08-03
KNCT
INVESCO EXCHANGE TRADED FD T
New
Shares10.9K
Event2026-06-30
Filed2026-08-03
XLSR
SSGA ACTIVE TR
-4.61%
Shares35.4K
Event2026-06-30
Filed2026-08-03
PTF
INVESCO EXCHANGE TRADED FD T
New
Shares16.2K
Event2026-06-30
Filed2026-08-03
VEA
VANGUARD TAX-MANAGED FDS
0.46%
Shares30.5K
Event2026-06-30
Filed2026-08-03
PKB
INVESCO EXCHANGE TRADED FD T
New
Shares19.3K
Event2026-06-30
Filed2026-08-03
VANGUARD INDEX FDS
VANGUARD INDEX FDS
7.86%
Shares5.6K
Event2026-06-30
Filed2026-08-03
NAPR
INNOVATOR ETFS TRUST
-0.87%
Shares34.5K
Event2026-06-30
Filed2026-08-03
BNDX
VANGUARD CHARLOTTE FDS
-0.82%
Shares41.6K
Event2026-06-30
Filed2026-08-03
PJUL
INNOVATOR ETFS TRUST
0.00%
Shares40.8K
Event2026-06-30
Filed2026-08-03
PJUN
INNOVATOR ETFS TRUST
5.82%
Shares43.0K
Event2026-06-30
Filed2026-08-03
IAU
ISHARES GOLD TR
0.88%
Shares24.4K
Event2026-06-30
Filed2026-08-03
CISCO SYS INC
CISCO SYS INC
-1.11%
Shares15.3K
Event2026-06-30
Filed2026-08-03
FLOT
ISHARES TR
0.40%
Shares35.2K
Event2026-06-30
Filed2026-08-03
ETV
EATON VANCE TAX-MANAGED BUY-
0.22%
Shares120.2K
Event2026-06-30
Filed2026-08-03
VOLT
TEMA ETF TRUST
-0.06%
Shares41.8K
Event2026-06-30
Filed2026-08-03
ICVT
ISHARES TR
-1.15%
Shares14.4K
Event2026-06-30
Filed2026-08-03
PECO
PHILLIPS EDISON & CO INC
0.00%
Shares41.8K
Event2026-06-30
Filed2026-08-03
SPEM
SPDR INDEX SHS FDS
6.33%
Shares32.2K
Event2026-06-30
Filed2026-08-03
QDEC
FIRST TR EXCHNG TRADED FD VI
9.46%
Shares46.7K
Event2026-06-30
Filed2026-08-03
BSV
VANGUARD BD INDEX FDS
-0.02%
Shares20.9K
Event2026-06-30
Filed2026-08-03
PXJ
INVESCO EXCHANGE TRADED FD T
New
Shares41.9K
Event2026-06-30
Filed2026-08-03
SPDW
SPDR INDEX SHS FDS
-27.18%
Shares30.4K
Event2026-06-30
Filed2026-08-03
TER
TERADYNE INC
-4.44%
Shares3.1K
Event2026-06-30
Filed2026-08-03
MU
MICRON TECHNOLOGY INC
38.31%
Shares1.3K
Event2026-06-30
Filed2026-08-03
NXP SEMICONDUCTORS N V
NXP SEMICONDUCTORS N V
0.34%
Shares5.0K
Event2026-06-30
Filed2026-08-03
KDEC
INNOVATOR ETFS TRUST
12.09%
Shares49.7K
Event2026-06-30
Filed2026-08-03
GLD
SPDR GOLD TR
15.73%
Shares3.8K
Event2026-06-30
Filed2026-08-03
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-1.95%
Shares4.2K
Event2026-06-30
Filed2026-08-03
APH
AMPHENOL CORP
80.92%
Shares7.8K
Event2026-06-30
Filed2026-08-03
BJUN
INNOVATOR ETFS TRUST
4.47%
Shares28.2K
Event2026-06-30
Filed2026-08-03
VRT
VERTIV HOLDINGS CO
-6.61%
Shares4.1K
Event2026-06-30
Filed2026-08-03
META PLATFORMS INC
META PLATFORMS INC
3.79%
Shares2.4K
Event2026-06-30
Filed2026-08-03
OCTJ
INNOVATOR ETFS TRUST
-8.63%
Shares54.3K
Event2026-06-30
Filed2026-08-03
VISA INC
VISA INC
-0.59%
Shares3.7K
Event2026-06-30
Filed2026-08-03
IYZ
ISHARES TR
New
Shares29.8K
Event2026-06-30
Filed2026-08-03
XLP
SELECT SECTOR SPDR TR
48.55%
Shares14.8K
Event2026-06-30
Filed2026-08-03
VCIT
VANGUARD SCOTTSDALE FDS
-5.18%
Shares14.8K
Event2026-06-30
Filed2026-08-03
VMBS
VANGUARD SCOTTSDALE FDS
-0.40%
Shares25.9K
Event2026-06-30
Filed2026-08-03
IAI
ISHARES TR
15.41%
Shares6.9K
Event2026-06-30
Filed2026-08-03
JGH
NUVEEN GLOBAL HIGH INCOME FD
0.53%
Shares90.8K
Event2026-06-30
Filed2026-08-03
BK
BANK OF NY MELLON CORP
-2.67%
Shares7.9K
Event2026-06-30
Filed2026-08-03
PSEP
INNOVATOR ETFS TRUST
-3.62%
Shares24.4K
Event2026-06-30
Filed2026-08-03
TXN
TEXAS INSTRS INC
0.00%
Shares3.8K
Event2026-06-30
Filed2026-08-03
HGER
HARBOR ETF TRUST
26.54%
Shares37.4K
Event2026-06-30
Filed2026-08-03
KLAC
KLA CORP
864.72%
Shares3.6K
Event2026-06-30
Filed2026-08-03
IGE
ISHARES TR
6.63%
Shares19.5K
Event2026-06-30
Filed2026-08-03
VUSB
VANGUARD BD INDEX FDS
-0.01%
Shares21.7K
Event2026-06-30
Filed2026-08-03
VGT
VANGUARD WORLD FD
700.00%
Shares9.0K
Event2026-06-30
Filed2026-08-03
ITOT
ISHARES TR
0.02%
Shares6.4K
Event2026-06-30
Filed2026-08-03
QBER
ELEVATION SERIES TRUST
6.27%
Shares43.9K
Event2026-06-30
Filed2026-08-03
PG
PROCTER & GAMBLE CO
-0.31%
Shares7.1K
Event2026-06-30
Filed2026-08-03
SIXD
AIM ETF PRODUCTS TRUST
New
Shares33.8K
Event2026-06-30
Filed2026-08-03
OCTH
INNOVATOR ETFS TRUST
-3.89%
Shares43.0K
Event2026-06-30
Filed2026-08-03
BRLN
BLACKROCK ETF TRUST II
-34.45%
Shares20.0K
Event2026-06-30
Filed2026-08-03
ASML
ASML HLDG NV
2.84%
Shares507
Event2026-06-30
Filed2026-08-03
GRID
FIRST TR EXCHANGE-TRADED FD
4.39%
Shares5.1K
Event2026-06-30
Filed2026-08-03
ARAMARK
ARAMARK
0.64%
Shares16.9K
Event2026-06-30
Filed2026-08-03
AMZN
AMAZON COM INC
-1.79%
Shares4.0K
Event2026-06-30
Filed2026-08-03
DINO
HF SINCLAIR CORP
New
Shares13.6K
Event2026-06-30
Filed2026-08-03
JOHNSON CONTROLS INTERNATION
JOHNSON CONTROLS INTERNATION
-1.42%
Shares6.4K
Event2026-06-30
Filed2026-08-03
HWM
HOWMET AEROSPACE INC
-2.53%
Shares3.4K
Event2026-06-30
Filed2026-08-03
TPR
TAPESTRY INC
-2.41%
Shares6.2K
Event2026-06-30
Filed2026-08-03
WMT
WALMART INC
-1.24%
Shares8.0K
Event2026-06-30
Filed2026-08-03
HD
HOME DEPOT INC
-1.72%
Shares2.6K
Event2026-06-30
Filed2026-08-03
PDI
PIMCO DYNAMIC INCOME FD
0.01%
Shares52.7K
Event2026-06-30
Filed2026-08-03
APPLIED MATLS INC
APPLIED MATLS INC
-1.46%
Shares1.2K
Event2026-06-30
Filed2026-08-03
BMAY
INNOVATOR ETFS TRUST
0.00%
Shares18.3K
Event2026-06-30
Filed2026-08-03
BAC
BANK OF AMER CORP
0.85%
Shares15.2K
Event2026-06-30
Filed2026-08-03
ETN
EATON CORP PLC
-0.15%
Shares2.0K
Event2026-06-30
Filed2026-08-03
JNK
SPDR SERIES TRUST
151.92%
Shares8.9K
Event2026-06-30
Filed2026-08-03
PAPR
INNOVATOR ETFS TRUST
0.00%
Shares20.1K
Event2026-06-30
Filed2026-08-03
FJAN
FIRST TR EXCHNG TRADED FD VI
11.59%
Shares15.3K
Event2026-06-30
Filed2026-08-03
VB
VANGUARD INDEX FDS
0.84%
Shares2.8K
Event2026-06-30
Filed2026-08-03
IJK
ISHARES TR
0.00%
Shares7.1K
Event2026-06-30
Filed2026-08-03
PAUG
INNOVATOR ETFS TRUST
0.00%
Shares18.1K
Event2026-06-30
Filed2026-08-03
VNQ
VANGUARD INDEX FDS
-1.03%
Shares8.5K
Event2026-06-30
Filed2026-08-03
ORACLE CORP
ORACLE CORP
-1.68%
Shares5.6K
Event2026-06-30
Filed2026-08-03
SYY
SYSCO CORP
-0.11%
Shares9.6K
Event2026-06-30
Filed2026-08-03
BAPR
INNOVATOR ETFS TRUST
-1.60%
Shares15.0K
Event2026-06-30
Filed2026-08-03
ALL
ALLSTATE CORP
1.67%
Shares3.3K
Event2026-06-30
Filed2026-08-03
S&P GLOBAL INC
S&P GLOBAL INC
0.00%
Shares2.0K
Event2026-06-30
Filed2026-08-03
BIV
VANGUARD BD INDEX FDS
-0.02%
Shares10.3K
Event2026-06-30
Filed2026-08-03
SPSM
SPDR SERIES TRUST
-6.78%
Shares13.4K
Event2026-06-30
Filed2026-08-03
SMH
VANECK ETF TRUST
0.69%
Shares1.2K
Event2026-06-30
Filed2026-08-03
LLY
ELI LILLY & CO
-0.32%
Shares621
Event2026-06-30
Filed2026-08-03
SLB
SLB LIMITED
-2.01%
Shares16.0K
Event2026-06-30
Filed2026-08-03
TJX
TJX COS INC NEW
-0.22%
Shares4.9K
Event2026-06-30
Filed2026-08-03
ROMO
STRATEGY SHS
31.50%
Shares21.5K
Event2026-06-30
Filed2026-08-03
AXP
AMERICAN EXPRESS CO
-0.84%
Shares2.1K
Event2026-06-30
Filed2026-08-03
IQV
IQVIA HLDGS INC
1.48%
Shares3.7K
Event2026-06-30
Filed2026-08-03
COP
CONOCOPHILLIPS
1.53%
Shares6.9K
Event2026-06-30
Filed2026-08-03
FALN
ISHARES TR
2.50%
Shares26.1K
Event2026-06-30
Filed2026-08-03
BRK.B
BERKSHIRE HATHAWAY INC DEL
-2.01%
Shares1.4K
Event2026-06-30
Filed2026-08-03
ILCG
ISHARES TR
0.00%
Shares6.0K
Event2026-06-30
Filed2026-08-03
CI
THE CIGNA GROUP
1.80%
Shares2.5K
Event2026-06-30
Filed2026-08-03
BDEC
INNOVATOR ETFS TRUST
-2.62%
Shares13.1K
Event2026-06-30
Filed2026-08-03
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-3.36%
Shares1.4K
Event2026-06-30
Filed2026-08-03
QMAR
FIRST TR EXCHNG TRADED FD VI
-3.32%
Shares18.6K
Event2026-06-30
Filed2026-08-03
PANW
PALO ALTO NETWORKS INC
-12.74%
Shares2.0K
Event2026-06-30
Filed2026-08-03
DAL
DELTA AIR LINES INC
2.41%
Shares7.2K
Event2026-06-30
Filed2026-08-03
DGRW
WISDOMTREE TR
0.00%
Shares7.1K
Event2026-06-30
Filed2026-08-03
CRH
CRH PLC
0.90%
Shares6.3K
Event2026-06-30
Filed2026-08-03
XLK
SELECT SECTOR SPDR TR
1.63%
Shares3.5K
Event2026-06-30
Filed2026-08-03
CERY
SPDR SERIES TRUST
2.67%
Shares19.8K
Event2026-06-30
Filed2026-08-03
FANG
DIAMONDBACK ENERGY INC
0.97%
Shares3.7K
Event2026-06-30
Filed2026-08-03
BLV
VANGUARD BD INDEX FDS
0.00%
Shares9.4K
Event2026-06-30
Filed2026-08-03
AMT
AMERICAN TOWER CORP
1.82%
Shares3.9K
Event2026-06-30
Filed2026-08-03
CVS
CVS HEALTH CORP
New
Shares6.0K
Event2026-06-30
Filed2026-08-03
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-0.47%
Shares1.3K
Event2026-06-30
Filed2026-08-03
MPWR
MONOLITHIC PWR SYS INC
-6.07%
Shares433
Event2026-06-30
Filed2026-08-03
STE
STERIS PLC
0.97%
Shares2.8K
Event2026-06-30
Filed2026-08-03
SCCO
SOUTHERN COPPER CORP
-4.78%
Shares3.3K
Event2026-06-30
Filed2026-08-03
T
AT&T INC
-0.59%
Shares27.6K
Event2026-06-30
Filed2026-08-03
FLRN
SPDR SERIES TRUST
-19.15%
Shares18.2K
Event2026-06-30
Filed2026-08-03
IDEC
INNOVATOR ETFS TRUST
12.38%
Shares16.2K
Event2026-06-30
Filed2026-08-03
MNST
MONSTER BEVERAGE CORP NEW
-1.84%
Shares5.8K
Event2026-06-30
Filed2026-08-03
MPC
MARATHON PETE CORP
0.00%
Shares2.2K
Event2026-06-30
Filed2026-08-03
IBB
ISHARES TR
33.94%
Shares2.9K
Event2026-06-30
Filed2026-08-03
SPMD
SPDR SERIES TRUST
-4.37%
Shares8.1K
Event2026-06-30
Filed2026-08-03
NETFLIX INC.
NETFLIX INC.
0.20%
Shares7.6K
Event2026-06-30
Filed2026-08-03
QCOM
QUALCOMM INC
-5.89%
Shares2.9K
Event2026-06-30
Filed2026-08-03
ALV
AUTOLIV INC
0.24%
Shares4.6K
Event2026-06-30
Filed2026-08-03
PJAN
INNOVATOR ETFS TRUST
-2.30%
Shares10.8K
Event2026-06-30
Filed2026-08-03
VSHY
VIRTUS ETF TR II
New
Shares24.4K
Event2026-06-30
Filed2026-08-03
SOXX
ISHARES TR
0.00%
Shares828
Event2026-06-30
Filed2026-08-03
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
New
Shares8.6K
Event2026-06-30
Filed2026-08-03
VGIT
VANGUARD SCOTTSDALE FDS
-2.81%
Shares9.0K
Event2026-06-30
Filed2026-08-03
BJUL
INNOVATOR ETFS TRUST
-23.58%
Shares9.7K
Event2026-06-30
Filed2026-08-03
PSLV
SPROTT ASSET MANAGEMENT LP
0.00%
Shares27.8K
Event2026-06-30
Filed2026-08-03
POCT
INNOVATOR ETFS TRUST
-39.73%
Shares11.3K
Event2026-06-30
Filed2026-08-03
POR
PORTLAND GEN ELEC CO
0.51%
Shares9.9K
Event2026-06-30
Filed2026-08-03
KMB
KIMBERLY-CLARK CORP
2.22%
Shares4.7K
Event2026-06-30
Filed2026-08-03
VIG
VANGUARD SPECIALIZED FUNDS
12.15%
Shares2.2K
Event2026-06-30
Filed2026-08-03
BFEB
INNOVATOR ETFS TRUST
0.00%
Shares9.6K
Event2026-06-30
Filed2026-08-03
PPL CORP
PPL CORP
1.98%
Shares13.8K
Event2026-06-30
Filed2026-08-03
BAUG
INNOVATOR ETFS TRUST
0.00%
Shares9.4K
Event2026-06-30
Filed2026-08-03
TBIL
RBB FD INC
0.45%
Shares10.1K
Event2026-06-30
Filed2026-08-03
ICLN
ISHARES TR
24.62%
Shares24.2K
Event2026-06-30
Filed2026-08-03
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares2.2K
Event2026-06-30
Filed2026-08-03
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares2.2K
Event2026-06-30
Filed2026-08-03
QTJL
INNOVATOR ETFS TRUST
-10.42%
Shares11.6K
Event2026-06-30
Filed2026-08-03
QJUN
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares14.5K
Event2026-06-30
Filed2026-08-03
EWN
ISHARES INC
29.83%
Shares6.9K
Event2026-06-30
Filed2026-08-03
PMAY
INNOVATOR ETFS TRUST
-1.18%
Shares11.8K
Event2026-06-30
Filed2026-08-03
GM
GENERAL MTRS CO
New
Shares6.3K
Event2026-06-30
Filed2026-08-03
BCI
ABRDN ETFS
30.50%
Shares21.4K
Event2026-06-30
Filed2026-08-03
FERG
FERGUSON ENTERPRISES INC
3.00%
Shares2.0K
Event2026-06-30
Filed2026-08-03
UNP
UNION PAC CORP
0.00%
Shares1.7K
Event2026-06-30
Filed2026-08-03
NEXTERA ENERGY INC
NEXTERA ENERGY INC
4.68%
Shares5.3K
Event2026-06-30
Filed2026-08-03
IGRO
ISHARES TR
29.04%
Shares5.2K
Event2026-06-30
Filed2026-08-03
IWV
ISHARES TR
0.00%
Shares1.1K
Event2026-06-30
Filed2026-08-03
ODFL
OLD DOMINION FREIGHT LINE IN
-0.86%
Shares2.1K
Event2026-06-30
Filed2026-08-03
IPAC
ISHARES TR
31.28%
Shares5.4K
Event2026-06-30
Filed2026-08-03
ADVANCED DRAIN SYS INC DEL
ADVANCED DRAIN SYS INC DEL
0.51%
Shares2.8K
Event2026-06-30
Filed2026-08-03
GOOG
ALPHABET INC
-4.69%
Shares1.2K
Event2026-06-30
Filed2026-08-03
CDNS
CADENCE DESIGN SYSTEM INC
-1.39%
Shares1.1K
Event2026-06-30
Filed2026-08-03
BKLC
BNY MELLON ETF TRUST
0.00%
Shares3.0K
Event2026-06-30
Filed2026-08-03
EPD
ENTERPRISE PRODS PARTNERS L
-4.59%
Shares11.5K
Event2026-06-30
Filed2026-08-03
XDEC
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares9.8K
Event2026-06-30
Filed2026-08-03
GWX
SPDR INDEX SHS FDS
-0.27%
Shares9.5K
Event2026-06-30
Filed2026-08-03
GRMN
GARMIN LTD
-1.86%
Shares1.7K
Event2026-06-30
Filed2026-08-03
USMV
ISHARES TR
1.02%
Shares4.2K
Event2026-06-30
Filed2026-08-03
NTAP
NETAPP INC
-0.39%
Shares2.6K
Event2026-06-30
Filed2026-08-03
KMI
KINDER MORGAN INC DEL
0.00%
Shares12.4K
Event2026-06-30
Filed2026-08-03
BMAR
INNOVATOR ETFS TRUST
-3.13%
Shares6.9K
Event2026-06-30
Filed2026-08-03
CNI
CANADIAN NATL RY CO
-0.06%
Shares3.3K
Event2026-06-30
Filed2026-08-03
INTC
INTEL CORP
New
Shares2.8K
Event2026-06-30
Filed2026-08-03
PH
PARKER-HANNIFIN CORP
0.00%
Shares399
Event2026-06-30
Filed2026-08-03
NOCT
INNOVATOR ETFS TRUST
-22.98%
Shares6.2K
Event2026-06-30
Filed2026-08-03
SCHD
SCHWAB STRATEGIC TR
53.99%
Shares12.2K
Event2026-06-30
Filed2026-08-03
PEP
PEPSICO INC
4.79%
Shares2.8K
Event2026-06-30
Filed2026-08-03
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
2.48%
Shares3.1K
Event2026-06-30
Filed2026-08-03
SPG
SIMON PPTY GROUP INC NEW
0.00%
Shares1.7K
Event2026-06-30
Filed2026-08-03
XBAP
INNOVATOR ETFS TRUST
0.00%
Shares8.7K
Event2026-06-30
Filed2026-08-03
ITW
ILLINOIS TOOL WKS INC
-0.07%
Shares1.4K
Event2026-06-30
Filed2026-08-03
FJUL
FIRST TR EXCHNG TRADED FD VI
-33.06%
Shares6.1K
Event2026-06-30
Filed2026-08-03
CAT
CATERPILLAR INC
-8.06%
Shares342
Event2026-06-30
Filed2026-08-03
SPTL
SPDR SERIES TRUST
38.86%
Shares13.9K
Event2026-06-30
Filed2026-08-03
PNOV
INNOVATOR ETFS TRUST
0.00%
Shares8.2K
Event2026-06-30
Filed2026-08-03
EFA
ISHARES TR
2.90%
Shares3.5K
Event2026-06-30
Filed2026-08-03
EWH
ISHARES INC
33.36%
Shares17.1K
Event2026-06-30
Filed2026-08-03
GFI
GOLD FIELDS LTD
-0.15%
Shares10.7K
Event2026-06-30
Filed2026-08-03
NVS
NOVARTIS AG
-0.04%
Shares2.3K
Event2026-06-30
Filed2026-08-03
USEP
INNOVATOR ETFS TRUST
0.00%
Shares8.6K
Event2026-06-30
Filed2026-08-03
PAYM
ELEVATION SERIES TRUST
0.97%
Shares14.0K
Event2026-06-30
Filed2026-08-03
AMD
ADVANCED MICRO DEVICES INC
New
Shares598
Event2026-06-30
Filed2026-08-03
SKT
TANGER INC
-0.18%
Shares8.7K
Event2026-06-30
Filed2026-08-03
CBSH
COMMERCE BANCSHARES INC
0.61%
Shares5.9K
Event2026-06-30
Filed2026-08-03
LIN
LINDE PLC
-0.77%
Shares648
Event2026-06-30
Filed2026-08-03
CENTERPOINT ENERGY INC
CENTERPOINT ENERGY INC
0.54%
Shares7.6K
Event2026-06-30
Filed2026-08-03
IDEXX LABS INC
IDEXX LABS INC
-0.94%
Shares632
Event2026-06-30
Filed2026-08-03
GLPI
GAMING & LEISURE P
0.61%
Shares7.4K
Event2026-06-30
Filed2026-08-03
ABBVIE INC
ABBVIE INC
-2.98%
Shares1.3K
Event2026-06-30
Filed2026-08-03
NTES
NETEASE COM INC
0.00%
Shares2.5K
Event2026-06-30
Filed2026-08-03
FHI
FEDERATED HERMES INC
-0.17%
Shares5.9K
Event2026-06-30
Filed2026-08-03
FELV
FIDELITY COVINGTON TRUST
0.35%
Shares7.9K
Event2026-06-30
Filed2026-08-03
WHD
CACTUS INC
-0.81%
Shares6.2K
Event2026-06-30
Filed2026-08-03
IDCC
INTERDIGITAL INC
-2.37%
Shares1.1K
Event2026-06-30
Filed2026-08-03
MCO
MOODYS CORP
0.73%
Shares693
Event2026-06-30
Filed2026-08-03
SPLB
SPDR SERIES TRUST
-26.08%
Shares13.9K
Event2026-06-30
Filed2026-08-03
SERVICENOW INC
SERVICENOW INC
1.63%
Shares3.1K
Event2026-06-30
Filed2026-08-03
CTAS
CINTAS CORP
1.45%
Shares1.8K
Event2026-06-30
Filed2026-08-03
IBM
INTERNATIONAL BUSINESS MACHS
-0.81%
Shares1.1K
Event2026-06-30
Filed2026-08-03
WES
WESTERN MIDSTREAM PARTNERS L
-0.21%
Shares7.1K
Event2026-06-30
Filed2026-08-03
GGG
GRACO INC
0.47%
Shares4.1K
Event2026-06-30
Filed2026-08-03
FAST
FASTENAL CO
0.00%
Shares6.4K
Event2026-06-30
Filed2026-08-03
WFC
WELLS FARGO & CO
0.57%
Shares3.7K
Event2026-06-30
Filed2026-08-03
XP
XP INC
-0.45%
Shares18.8K
Event2026-06-30
Filed2026-08-03
MPLX
MPLX LP
0.04%
Shares5.4K
Event2026-06-30
Filed2026-08-03
PSA
PUBLIC STORAGE
-0.53%
Shares946
Event2026-06-30
Filed2026-08-03
FMAR
FIRST TR EXCHNG TRADED FD VI
-20.66%
Shares5.7K
Event2026-06-30
Filed2026-08-03
EMHC
SPDR SERIES TRUST
4.60%
Shares11.4K
Event2026-06-30
Filed2026-08-03
RMD
RESMED INC
-62.09%
Shares1.5K
Event2026-06-30
Filed2026-08-03
ELS
EQUITY LIFESTYLE PROPERTIES
0.02%
Shares4.5K
Event2026-06-30
Filed2026-08-03
EXP
EAGLE MATLS INC
0.00%
Shares1.3K
Event2026-06-30
Filed2026-08-03
SRLN
SSGA ACTIVE ETF TR
5.12%
Shares7.1K
Event2026-06-30
Filed2026-08-03
QQQI
NEOS ETF TRUST
New
Shares5.0K
Event2026-06-30
Filed2026-08-03
OMF
ONEMAIN HLDGS INC
0.04%
Shares4.7K
Event2026-06-30
Filed2026-08-03
RACE
FERRARI N V
3.21%
Shares740
Event2026-06-30
Filed2026-08-03
JKHY
HENRY JACK & ASSOC INC
1.52%
Shares2.0K
Event2026-06-30
Filed2026-08-03
KAUG
INNOVATOR ETFS TRUST
0.00%
Shares9.5K
Event2026-06-30
Filed2026-08-03
LII
LENNOX INTL INC
0.00%
Shares469
Event2026-06-30
Filed2026-08-03
SEIC
SEI INVTS CO
0.00%
Shares3.0K
Event2026-06-30
Filed2026-08-03
KNSL
KINSALE CAP GROUP INC
3.59%
Shares865
Event2026-06-30
Filed2026-08-03
KJUL
INNOVATOR ETFS TRUST
-18.25%
Shares7.6K
Event2026-06-30
Filed2026-08-03
PLMR
PALOMAR HLDGS INC
0.75%
Shares2.0K
Event2026-06-30
Filed2026-08-03
KOCT
INNOVATOR ETFS TRUST
-22.25%
Shares6.8K
Event2026-06-30
Filed2026-08-03
UAPR
INNOVATOR ETFS TRUST
0.00%
Shares7.2K
Event2026-06-30
Filed2026-08-03
IGV
ISHARES TR
0.00%
Shares2.8K
Event2026-06-30
Filed2026-08-03
PAYX
PAYCHEX INC
1.65%
Shares2.6K
Event2026-06-30
Filed2026-08-03
BX
BLACKSTONE INC
0.00%
Shares2.1K
Event2026-06-30
Filed2026-08-03
WU
WESTERN UN CO
0.05%
Shares32.0K
Event2026-06-30
Filed2026-08-03
BJAN
INNOVATOR ETFS TRUST
0.00%
Shares4.2K
Event2026-06-30
Filed2026-08-03
MTUM
ISHARES TR
New
Shares709
Event2026-06-30
Filed2026-08-03
GSEP
FIRST TR EXCHNG TRADED FD VI
-95.61%
Shares5.9K
Event2026-06-30
Filed2026-08-03
VST
VISTRA CORP
0.60%
Shares1.5K
Event2026-06-30
Filed2026-08-03
ADSK
AUTODESK INC
1.48%
Shares1.2K
Event2026-06-30
Filed2026-08-03
GEN
GEN DIGITAL INC
New
Shares9.6K
Event2026-06-30
Filed2026-08-03
PM
PHILIP MORRIS INTL INC
-3.26%
Shares1.3K
Event2026-06-30
Filed2026-08-03
UBER
UBER TECHNOLOGIES INC
-3.43%
Shares3.2K
Event2026-06-30
Filed2026-08-03
RIO
RIO TINTO PLC
2.24%
Shares2.4K
Event2026-06-30
Filed2026-08-03
KJAN
INNOVATOR ETFS TRUST
0.00%
Shares5.0K
Event2026-06-30
Filed2026-08-03
MMC
MARSH & MCLENNAN COS INC
0.74%
Shares1.4K
Event2026-06-30
Filed2026-08-03
OZ
BELPOINTE PREP LLC
0.00%
Shares5.0K
Event2026-06-30
Filed2026-08-03
RTX CORPORATION
RTX CORPORATION
8.20%
Shares1.2K
Event2026-06-30
Filed2026-08-03
SPTM
SPDR SERIES TRUST
New
Shares2.5K
Event2026-06-30
Filed2026-08-03
IXN
ISHARES TR
New
Shares1.6K
Event2026-06-30
Filed2026-08-03
ABT
ABBOTT LABORATORIES
1.12%
Shares2.4K
Event2026-06-30
Filed2026-08-03
SPHQ
INVESCO EXCHANGE TRADED FD T
New
Shares2.4K
Event2026-06-30
Filed2026-08-03
ARTY
ISHARES TR
New
Shares2.8K
Event2026-06-30
Filed2026-08-03
ROK
ROCKWELL AUTOMATION INC
New
Shares418
Event2026-06-30
Filed2026-08-03
PGR
PROGRESSIVE CORP
New
Shares945
Event2026-06-30
Filed2026-08-03
PNR
PENTAIR PLC
2.21%
Shares2.7K
Event2026-06-30
Filed2026-08-03
WMG
WARNER MUSIC GROUP CORP
New
Shares7.5K
Event2026-06-30
Filed2026-08-03
INFY
INFOSYS LTD
3.75%
Shares19.2K
Event2026-06-30
Filed2026-08-03
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-6.74%
Shares15.8K
Event2026-06-30
Filed2026-08-03
CRF
CORNERSTONE TOTAL RETURN FD
1.49%
Shares13.6K
Event2026-06-30
Filed2026-08-03
TRX
TRX GOLD CORPORATION
0.00%
Shares11.1K
Event2026-06-30
Filed2026-08-03
STC
STEWART INFORMATION SVCS COR
0.00%
Shares49.9K
Event2026-06-30
Filed2026-08-03

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Outlook Wealth Advisors, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo