Outlook Wealth Advisors, LLC - Q42025 Holdings

Outlook Wealth Advisors, LLC holds 298 stocks with a total portfolio value of $ 442.18M as of Q42025. In Q42025, Outlook Wealth Advisors, LLC added 23 new positions, increased stakes in 116 stocks, reduced 125 holdings, and fully exited 15 positions. The largest holding is Ishares Tr (IVV), representing 5.10% of the total portfolio.