Outlook Wealth Advisors, LLC

CIK

1767151

City

SHENANDOAH

State / Country

Stock

Top Portfolio Positions

154 positions · $138,197,218 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,074,750	49,931	+0.2%	Shares	Sole	2026-04-17
2025-12-31	$3,501,477	49,836	0.0%	Shares	Sole	2026-02-11
2025-09-30	$3,653,975	49,836	-50.0%	Shares	Sole	2025-10-30
2025-06-30	$6,488,321	99,667	0.0%	Shares	Sole	2025-08-11
2025-03-31	$7,111,240	99,667	0.0%	Shares	Sole	2025-04-14
2024-12-31	$6,726,525	99,667	0.0%	Shares	Sole	2025-01-14
2024-09-30	$7,449,111	99,667	-9.1%	Shares	Sole	2024-10-23
2024-06-30	$6,808,127	109,667	0.0%	Shares	Sole	2024-07-18
2024-03-31	$7,134,935	109,667	-21.5%	Shares	Sole	2024-04-22
2023-12-31	$8,205,436	139,667	0.0%	Shares	Sole	2024-01-29
2023-09-30	$6,117,414	139,667	+0.0%	Shares	Sole	2023-10-10
2023-06-30	$5,745,653	139,661	0.0%	Shares	Sole	2023-07-10
2023-03-31	$5,635,321	139,661	0.0%	Shares	Sole	2023-04-18
2022-12-31	$5,967,714	139,661	0.0%	Shares	Sole	2023-02-14
2022-09-30	$6,094,806	139,661	-3.5%	Shares	Sole	2022-10-25
2022-06-30	$7,196,884	144,661	0.0%	Shares	Sole	2022-07-28
2022-03-31	$8,767,903	144,661	-50.4%	Shares	Sole	2022-07-28
2021-12-31	$23,244,404	291,539	+68.7%	Shares	Sole	2022-01-21
2021-09-30	$10,931,138	172,797	-0.0%	Shares	Sole	2021-10-22
2021-06-30	$9,796,712	172,812	-12.5%	Shares	Sole	2021-07-21
2021-03-31	$10,274,988	197,482	0.0%	Shares	Sole	2021-05-04
2020-12-31	$9,550,229	197,482	-11.1%	Shares	Sole	2021-02-04
2020-09-30	$9,715,362	222,167	-10.0%	Shares	Sole	2020-11-10
2020-06-30	$8,025,158	246,852	0.0%	Shares	Sole	2020-07-17
2020-03-31	$6,583,542	246,852	—	Shares	Sole	2020-04-16
No 13F history on record for this holder in this stock.