Outlook Wealth Advisors, LLC

Position in NOW — ServiceNow, Inc.

CIK 1767151 SHENANDOAH, TX

Position in NOW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$310,349

-$11,246 QoQ

Shares Held

3,126

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,647

of 2,206 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $1,781,445 across 6 Software - Application names. NOW ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	1,135	$425,988
2	IDCC	InterDigital, Inc.	1,114	$315,406
3	NOW	ServiceNow, Inc. This page	3,126	$310,349
4	PAYX	Paychex Inc	2,645	$260,082
5	ADSK	Autodesk, Inc.	1,233	$239,719
6	UBER	Uber Technologies, Inc	3,186	$229,901

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,349	3,126	+1.6%	Shares	Sole	2026-08-03
2026-03-31	$321,595	3,076	-22.4%	Shares	Sole	2026-04-17
2025-12-31	$606,938	3,962	+386.1%	Shares	Sole	2026-02-11
2025-09-30	$750,028	815	-1.0%	Shares	Sole	2025-10-30
2025-06-30	$846,109	823	+0.9%	Shares	Sole	2025-08-11
2025-03-31	$649,650	816	-2.4%	Shares	Sole	2025-04-14
2024-12-31	$886,260	836	+1.1%	Shares	Sole	2025-01-14
2024-09-30	$739,660	827	-1.0%	Shares	Sole	2024-10-23
2024-06-30	$656,869	835	-0.8%	Shares	Sole	2024-07-18
2024-03-31	$641,940	842	+11.2%	Shares	Sole	2024-04-22
2023-12-31	$534,812	757	—	Shares	Sole	2024-01-29
No filing history on record for this holder in this stock.