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Outlook Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

298 positions

CompanyClassValueShares% of portfolio
STEWART INFORMATION SERVICES CORP$42249,8360.0%
PACIFIC BIOSCIENCES OF CALIFORNIA, INC.$33.7K18,0000.0%
CORNERSTONE TOTAL RETURN FD$110.2K13,7580.0%
Nuveen AMT-Free Municipal Credit Income FundNVGClosed-End Fund$128.8K10,1730.0%
EA SERIES TRUST$207.7K5,8880.0%
CATERPILLAR INC$209.1K3650.0%
ORACLE CORP$210.1K1,0780.0%
PROGRESSIVE CORP/OH$211.1K9270.0%
iShares MSCI UAE ETF$211.6K3,2510.0%
Philip Morris International Inc.$211.7K1,3200.0%
RELX PLC$214.4K5,3040.0%
SCHWAB STRATEGIC TR$216.4K7,8900.0%
SSGA ACTIVE TR$223.0K8,6080.1%
Lennox International Inc$226.3K4660.1%
VANGUARD SCOTTSDALE FDS$226.5K7330.1%
FactSet Research Systems Inc$229.5K7910.1%
INNOVATOR ETFS TRUST$230.6K4,1890.1%
Vistra Corp.$232.5K1,4410.1%
PAYCHEX INC$232.7K2,0750.1%
INNOVATOR ETFS TRUST$234.1K5,6530.1%
SPROTT ASSET MANAGEMENT LP$234.8K7,1100.1%
MICRON TECHNOLOGY INC$244.9K8580.1%
Public Storage$245.3K9450.1%
SEI INVESTMENTS CO$247.3K3,0150.1%
MARSH & MCLENNAN COMPANIES, INC.$248.4K1,3390.1%
INNOVATOR ETFS TRUST$251.2K9,4670.1%
Hamilton Lane INC$252.7K1,8810.1%
CrossAmerica Partners LPCAPLMLP$253.4K12,3000.1%
Gen Digital Inc.$255.9K9,4130.1%
Fastenal Co$256.4K6,3900.1%
PROSHARES TR$258.0K3,6640.1%
Insulet Corp$258.7K9100.1%
EAGLE MATERIALS INC$261.2K1,2640.1%
PIMCO ETF TR$262.7K9,8480.1%
FERRARI N V$264.3K7150.1%
ISHARES TR$265.1K2,7610.1%
INNOVATOR ETFS TRUST$266.0K8,1170.1%
Palomar Holdings, Inc.$267.8K1,9870.1%
EQUITY LIFESTYLE PROPERTIES INC$269.8K4,4520.1%
PENTAIR plc$271.3K2,6050.1%
FIDELITY COVINGTON TRUST$273.1K7,8810.1%
NetApp Inc$274.4K2,5620.1%
SSGA ACTIVE ETF TR$274.9K6,6600.1%
SPDR SERIES TRUST$275.1K10,8040.1%
LINDE PLC$277.2K6500.1%
Western Midstream Partners LP$277.9K7,0340.1%
VANGUARD INDEX FDS$278.4K4440.1%
Cactus, Inc.$282.3K6,1810.1%
VICTORY PORTFOLIOS II$285.9K7,2610.1%
CenterPoint Energy Inc$287.7K7,5030.1%
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