Outlook Wealth Advisors, LLC - Portfolio overview
Outlook Wealth Advisors, LLC has 347 reported holdings in this dataset, with the latest filing dated 2026-04-17.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- IVV - ISHARES TR, 4.14%
- VTV - VANGUARD INDEX FDS, 3.69%
- BSEP - INNOVATOR ETFS TRUST, 3.46%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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