Outlook Wealth Advisors, LLC - Q12026 Holdings

Outlook Wealth Advisors, LLC holds 310 stocks with a total portfolio value of $ 413.12M as of Q12026. In Q12026, Outlook Wealth Advisors, LLC added 37 new positions, increased stakes in 97 stocks, reduced 140 holdings, and fully exited 25 positions. The largest holding is Ishares Tr (IVV), representing 4.43% of the total portfolio.