Outlook Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| EATON VANCE TAX-MANAGED BUY- | $1.72M | 0.4% |
| FIRST TR EXCHANGE-TRADED FD | $1.71M | 0.4% |
| ISHARES TR | $1.70M | 0.4% |
| VANGUARD WORLD FD | $1.63M | 0.4% |
| ISHARES TR | $1.61M | 0.4% |
| INNOVATOR ETFS TRUST | $1.60M | 0.4% |
| Meta Platforms Inc | $1.55M | 0.4% |
| BLACKROCK ETF TRUST II | $1.54M | 0.3% |
| Phillips Edison & Company, Inc. | $1.49M | 0.3% |
| ISHARES TR | $1.45M | 0.3% |
| INNOVATOR ETFS TRUST | $1.44M | 0.3% |
| SPDR INDEX SHS FDS | $1.41M | 0.3% |
| ISHARES TR | $1.37M | 0.3% |
| VANGUARD SCOTTSDALE FDS | $1.37M | 0.3% |
| HOME DEPOT, INC. | $1.36M | 0.3% |
| ELEVATION SERIES TRUST | $1.35M | 0.3% |
| ELEVATION SERIES TRUST | $1.34M | 0.3% |
| JPMORGAN CHASE & CO | $1.33M | 0.3% |
| Visa Inc | $1.32M | 0.3% |
| SPDR SERIES TRUST | $1.32M | 0.3% |
| TEMA ETF TRUST | $1.24M | 0.3% |
| CISCO SYSTEMS, INC. | $1.22M | 0.3% |
| VANGUARD TAX-MANAGED FDS | $1.20M | 0.3% |
| INNOVATOR ETFS TRUST | $1.18M | 0.3% |
| Nuveen Global High Income FundJGH | $1.16M | 0.3% |
| ISHARES TR | $1.15M | 0.3% |
| First Trust Exchange-Traded Fund VIII | $1.14M | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $1.12M | 0.3% |
| INNOVATOR ETFS TRUST | $1.12M | 0.3% |
| ISHARES TR | $1.10M | 0.2% |
| VANGUARD BD INDEX FDS | $1.10M | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $1.09M | 0.2% |
| INNOVATOR ETFS TRUST | $1.08M | 0.2% |
| SPDR GOLD TR | $1.04M | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $1.03M | 0.2% |
| PROCTER & GAMBLE Co | $1.02M | 0.2% |
| S&P Global Inc. | $1.02M | 0.2% |
| Bank of New York Mellon Corp/The | $994.0K | 0.2% |
| PIMCO Dynamic Income FundPDI | $965.7K | 0.2% |
| RESMED INC | $960.3K | 0.2% |
| INNOVATOR ETFS TRUST | $917.6K | 0.2% |
| iShares MSCI UAE ETF | $915.6K | 0.2% |
| Walmart Inc. | $905.1K | 0.2% |
| INNOVATOR ETFS TRUST | $901.0K | 0.2% |
| Amazon.com Inc | $897.7K | 0.2% |
| Zoetis Inc. | $879.8K | 0.2% |
| HONEYWELL INTERNATIONAL INC | $879.5K | 0.2% |
| ISHARES TR | $865.2K | 0.2% |
| Tapestry Inc | $857.6K | 0.2% |
| IQVIA HOLDINGS INC. | $847.3K | 0.2% |