Notify me when Outlook Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 290 | $401,378,056 | +$97,115,413 | -$106,377,393 | -$9,261,980 | IVV, BSEP, QQQ, VTV, HYDB | 13F-HR | 30 Oct 2025, 12:22 |
| Q2 2025 | 269 | $388,841,834 | +$20,077,706 | -$17,669,025 | +$2,408,681 | BMAR, IVV, QMAR, FMAR, QQQ | 13F-HR | 11 Aug 2025, 15:16 |
| Q1 2025 | 262 | $359,441,589 | +$35,549,904 | -$14,690,938 | +$20,858,966 | BMAR, IVV, QMAR, FMAR, HYDB | 13F-HR | 14 Apr 2025, 13:47 |
| Q4 2024 | 248 | $348,239,407 | +$43,170,412 | -$45,251,679 | -$2,081,267 | BMAR, IVV, QMAR, FMAR, QQQ | 13F-HR | 14 Jan 2025, 14:53 |
| Q3 2024 | 254 | $348,245,532 | +$34,213,028 | -$15,116,313 | +$19,096,715 | BMAR, IVV, QMAR, FMAR, QQQ | 13F-HR | 23 Oct 2024, 11:55 |
| Q2 2024 | 256 | $138,579,854 | +$34,371,694 | -$49,515,015 | -$15,143,321 | QQQ, NVDA, AAPL, OCTJ, FLAO | 13F-HR | 18 Jul 2024, 15:08 |
| Q1 2024 | 258 | $323,772,561 | +$116,803,523 | -$96,477,050 | +$20,326,473 | BMAR, IVV, QMAR, FMAR, QQQ | 13F-HR | 22 Apr 2024, 15:41 |
| Q4 2023 | 246 | $285,930,066 | +$47,718,198 | -$45,287,334 | +$2,430,864 | USEP, PJUN, VTV, QJUN, STC | 13F-HR | 29 Jan 2024, 14:24 |
| Q3 2023 | 199 | $261,851,138 | +$18,835,312 | -$4,846,682 | +$13,988,630 | USEP, PJUN, VTV, QJUN, PNOV | 13F-HR | 10 Oct 2023, 10:28 |
| Q2 2023 | 196 | $264,369,163 | +$69,206,269 | -$21,803,704 | +$47,402,565 | USEP, PJUN, VTV, QJUN, PNOV | 13F-HR | 10 Jul 2023, 13:23 |
| Q1 2023 | 179 | $224,874,850 | +$46,190,062 | -$12,757,293 | +$33,432,769 | USEP, PJUN, VTV, IYE, PSEP | 13F-HR | 18 Apr 2023, 16:07 |
| Q4 2022 | 170 | $210,620,441 | +$50,165,485 | -$38,490,908 | +$11,674,577 | USEP, VTV, PJUN, SGOV, IYE | 13F-HR | 14 Feb 2023, 16:22 |
| Q3 2022 | 182 | $223,038,000 | +$34,107,933 | -$26,570,439 | +$7,537,494 | VTV, DGRW, PJUN, ITOT, IYE | 13F-HR | 25 Oct 2022, 14:22 |
| Q2 2022 | 186 | $243,064,346 | +$29,967,874 | -$33,729,742 | -$3,761,868 | DGRW, ITOT, IYE, IJR, STC | 13F-HR | 28 Jul 2022, 14:58 |
| Q1 2022 | 196 | $299,024,000 | +$26,518,772 | -$24,345,564 | +$2,173,208 | ITOT, DGRW, IVV, IYE, TIP | Restatement | 28 Jul 2022, 14:54 |
| Q4 2021 | 202 | $338,109,551 | +$79,144,153 | -$15,205,193 | +$63,938,960 | STC, ITOT, IVV, IJR, TIP | 13F-HR | 21 Jan 2022, 10:27 |
| Q3 2021 | 209 | $305,797,000 | +$30,940,723 | -$28,866,408 | +$2,074,315 | IVV, ITOT, IJR, STC, HYDB | 13F-HR | 22 Oct 2021, 12:09 |
| Q2 2021 | 209 | $312,744,000 | +$54,829,551 | -$43,036,681 | +$11,792,870 | IVV, IJR, ITOT, HYDB, STC | 13F-HR | 21 Jul 2021, 17:23 |
| Q1 2021 | 188 | $287,694,000 | +$52,008,476 | -$49,095,959 | +$2,912,517 | IVV, STC, ITOT, IJR, PSEP | 13F-HR | 04 May 2021, 09:24 |
| Q4 2020 | 181 | $274,600,000 | +$59,606,854 | -$47,400,452 | +$12,206,402 | IVV, PSEP, STC, ITOT, IGV | 13F-HR | 04 Feb 2021, 14:39 |
| Q3 2020 | 165 | $251,553,000 | +$24,330,532 | -$11,024,888 | +$13,305,644 | IVV, USMV, ITOT, STC, GOVT | 13F-HR | 10 Nov 2020, 11:36 |
| Q2 2020 | 159 | $235,910,000 | +$66,539,296 | -$16,114,113 | +$50,425,183 | IVV, ITOT, USMV, IEI, GOVT | 13F-HR | 17 Jul 2020, 16:53 |
| Q1 2020 | 154 | $177,100,000 | +$72,796,844 | -$14,804,491 | +$57,992,353 | IVV, ITOT, NEAR, USMV, GOVT | 13F-HR | 16 Apr 2020, 10:16 |
| Q4 2019 | 137 | $176,276,000 | +$33,800,683 | -$16,017,949 | +$17,782,734 | IVV, ITOT, USMV, STC, RSP | 13F-HR | 12 Feb 2020, 12:02 |
| Q3 2019 | 161 | $167,870,000 | +$27,981,579 | -$6,569,356 | +$21,412,223 | IVV, STC, ITOT, USMV, QUS | 13F-HR | 17 Oct 2019, 14:18 |
| Q2 2019 | 151 | $151,681,000 | +$34,465,523 | -$1,564,758 | +$32,900,765 | STC, ITOT, IVV, USMV, QUS | 13F-HR | 15 Aug 2019, 12:08 |
| Q1 2019 | 144 | $121,387,000 | $0 | STC, QUS, ITOT, RSP, USMV | 13F-HR | 06 May 2019, 12:46 | ||
| Q4 2018 | 4 | $4,579 | $0 | AFIF | 13F-HR | 13 Feb 2019, 10:20 |