Outlook Wealth Advisors, LLC
Top Portfolio Positions
154 positions ·
$138,197,218 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
24,305 | $14,028,359 | 10.15% | |
| NVDA |
Nvidia Corp
Technology
|
73,879 | $12,884,497 | 9.32% | |
| AAPL |
Apple Inc.
Technology
|
23,520 | $5,969,140 | 4.32% | |
| XOM |
Exxon Mobil Corp
Energy
|
29,942 | $5,079,959 | 3.68% | |
| MSFT |
Microsoft Corp
Technology
|
10,427 | $3,859,762 | 2.79% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,700 | $3,706,938 | 2.68% | |
| CVX |
Chevron Corp
Energy
|
15,521 | $3,211,294 | 2.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,015 | $3,167,473 | 2.29% | |
| JNJ |
Johnson & Johnson
Healthcare
|
12,792 | $3,126,876 | 2.26% | |
| STC |
Stewart Information Services Corp
Financial Services
|
49,931 | $3,074,750 | 2.22% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JGH
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,104,260 | 90,365 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,159,287 | 91,934 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,260,185 | 93,209 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,247,007 | 96,443 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,270,813 | 97,157 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $680,378 | 52,989 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $751,166 | 56,141 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $674,442 | 52,732 | Shares | Sole | 2024-07-18 | |
| No 13F history on record for this holder in this stock. | ||||||