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Outlook Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

298 positions

CompanyClassValueShares% of portfolio
SPDR SERIES TRUST$835.9K17,8380.2%
BANK OF AMERICA CORP /DE$832.4K15,1350.2%
Accenture plc$825.4K3,0760.2%
INNOVATOR ETFS TRUST$823.3K18,7460.2%
INNOVATOR ETFS TRUST$820.1K18,3000.2%
ANALOG DEVICES INC$813.4K2,9990.2%
State Street SPDR S&P Oil & Gas Exploration & Production ETF$811.7K26,4130.2%
AMERICAN EXPRESS CO$808.7K2,1860.2%
NORTHERN LTS FD TR III$803.8K20,0450.2%
VANGUARD BD INDEX FDS$800.6K10,2800.2%
Mastercard Inc$799.3K1,4000.2%
CRH PUBLIC LTD CO$799.2K6,4040.2%
INNOVATOR ETFS TRUST$784.6K18,1410.2%
Johnson Controls International plc$780.2K6,5150.2%
TJX Cos Inc/The$779.3K5,0730.2%
Howmet Aerospace Inc.$747.0K3,6430.2%
SYSCO CORP$745.8K10,1210.2%
ISHARES TR$742.1K7,6600.2%
STERIS plc$730.4K2,8810.2%
Uber Technologies, Inc$726.0K8,8850.2%
Warren E. Buffett$724.3K1,4410.2%
VANGUARD INDEX FDS$722.5K2,8010.2%
Vertiv Holdings Co$722.1K4,4570.2%
Cigna Group$711.0K2,5830.2%
AT&T INC.$709.6K28,5670.2%
ALLSTATE CORP$709.2K3,4070.2%
ELEVATION SERIES TRUST$708.4K16,7630.2%
INNOVATOR ETFS TRUST$705.3K27,6130.2%
Netflix Inc$700.7K7,4730.2%
FIRST TR EXCHANGE TRADED FD$699.9K4,5740.2%
ConocoPhillips$693.6K7,4100.2%
ISHARES TR$690.3K5,7440.2%
ELEVATION SERIES TRUST$687.8K17,0830.2%
ELI LILLY & Co$667.4K6210.2%
INNOVATOR ETFS TRUST$666.9K13,4570.2%
WISDOMTREE TR$663.5K7,4190.2%
SPROTT ASSET MANAGEMENT LP$658.1K27,8260.1%
TEXAS INSTRUMENTS INC$653.2K3,7650.1%
PULTEGROUP INC/MI$650.6K5,5480.1%
TERADYNE, INC$650.1K3,3590.1%
SLB LIMITED/NV$649.3K16,9180.1%
Workday Inc$646.5K3,0100.1%
INNOVATOR ETFS TRUST$643.0K12,6660.1%
INNOVATOR ETFS TRUST$642.4K13,2000.1%
Eaton Corp plc$642.1K2,0160.1%
VANGUARD BD INDEX FDS$635.8K9,1460.1%
First Trust Exchange-Traded Fund VIII$633.8K19,2050.1%
ISHARES TR$627.5K6,0310.1%
GENUINE PARTS CO$622.6K5,0630.1%
ServiceNow Inc$606.9K3,9620.1%
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