• 13F History

Outlook Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$359M
Signature - Title
James Allen Neuenschwander - Founder and Owner
Location
Shenandoah, TX
Summary
This page shows a list of all the recent 13F filings made by Outlook Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Outlook Wealth Advisors, LLC reported 262 stock holdings with total value $359M as of Q1 2025. Top holdings included BMAR, IVV, QMAR, FMAR, and HYDB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 262 $359M +$35.5M -$14.7M +$20.9M BMAR, IVV, QMAR, FMAR, HYDB 13F-HR 4/14/2025, 01:47 PM
Q4 2024 248 $348M +$43.2M -$45.3M -$2.08M BMAR, IVV, QMAR, FMAR, QQQ 13F-HR 1/14/2025, 02:53 PM
Q3 2024 254 $348M +$34.2M -$15.1M +$19.1M BMAR, IVV, QMAR, FMAR, QQQ 13F-HR 10/23/2024, 11:55 AM
Q2 2024 256 $139M +$34.4M -$49.5M -$15.1M QQQ, NVDA, AAPL, OCTJ, FLAO 13F-HR 7/18/2024, 03:08 PM
Q1 2024 258 $324M +$117M -$96.5M +$20.3M BMAR, IVV, QMAR, FMAR, QQQ 13F-HR 4/22/2024, 03:41 PM
Q4 2023 246 $286M +$47.7M -$45.3M +$2.43M USEP, PJUN, VTV, QJUN, STC 13F-HR 1/29/2024, 02:24 PM
Q3 2023 199 $262M +$18.8M -$4.85M +$14M USEP, PJUN, VTV, QJUN, PNOV 13F-HR 10/10/2023, 10:28 AM
Q2 2023 196 $264M +$69.2M -$21.8M +$47.4M USEP, PJUN, VTV, QJUN, PNOV 13F-HR 7/10/2023, 01:23 PM
Q1 2023 179 $225M +$46.2M -$12.8M +$33.4M USEP, PJUN, VTV, IYE, PSEP 13F-HR 4/18/2023, 04:07 PM
Q4 2022 170 $211M +$50.2M -$38.5M +$11.7M USEP, VTV, PJUN, SGOV, IYE 13F-HR 2/14/2023, 04:22 PM
Q3 2022 182 $223M +$34.1M -$26.6M +$7.54M VTV, DGRW, PJUN, ITOT, IYE 13F-HR 10/25/2022, 02:22 PM
Q2 2022 186 $243M +$30M -$33.7M -$3.76M DGRW, ITOT, IYE, IJR, STC 13F-HR 7/28/2022, 02:58 PM
Q1 2022 196 $299M +$26.5M -$24.3M +$2.17M ITOT, DGRW, IVV, IYE, TIP Restatement 7/28/2022, 02:54 PM
Q4 2021 202 $338M +$79.1M -$15.2M +$63.9M STC, ITOT, IVV, IJR, TIP 13F-HR 1/21/2022, 10:27 AM
Q3 2021 209 $306M +$30.9M -$28.9M +$2.07M IVV, ITOT, IJR, STC, HYDB 13F-HR 10/22/2021, 12:09 PM
Q2 2021 209 $313M +$54.8M -$43M +$11.8M IVV, IJR, ITOT, HYDB, STC 13F-HR 7/21/2021, 05:23 PM
Q1 2021 188 $288M +$52M -$49.1M +$2.91M IVV, STC, ITOT, IJR, PSEP 13F-HR 5/4/2021, 09:24 AM
Q4 2020 181 $275M +$59.6M -$47.4M +$12.2M IVV, PSEP, STC, ITOT, IGV 13F-HR 2/4/2021, 02:39 PM
Q3 2020 165 $252M +$24.3M -$11M +$13.3M IVV, USMV, ITOT, STC, GOVT 13F-HR 11/10/2020, 11:36 AM
Q2 2020 159 $236M +$66.5M -$16.1M +$50.4M IVV, ITOT, USMV, IEI, GOVT 13F-HR 7/17/2020, 04:53 PM
Q1 2020 154 $177M +$72.8M -$14.8M +$58M IVV, ITOT, NEAR, USMV, GOVT 13F-HR 4/16/2020, 10:16 AM
Q4 2019 137 $176M +$33.8M -$16M +$17.8M IVV, ITOT, USMV, STC, RSP 13F-HR 2/12/2020, 12:02 PM
Q3 2019 161 $168M +$28M -$6.57M +$21.4M IVV, STC, ITOT, USMV, QUS 13F-HR 10/17/2019, 02:18 PM
Q2 2019 151 $152M +$34.5M -$1.56M +$32.9M STC, ITOT, IVV, USMV, QUS 13F-HR 8/15/2019, 12:08 PM
Q1 2019 144 $121M STC, QUS, ITOT, RSP, USMV 13F-HR 5/6/2019, 12:46 PM
Q4 2018 4 $4.58K AFIF 13F-HR 2/13/2019, 10:20 AM