Outlook-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "MPWR", "XP", "ABBV", "ADBE", "A", null, "GOOGL", "AXP", "ASML", null, "AVGO", "BRO", null, null, null, null, "BSX", "PECO", "PDI", null, "LOGI", null, null, "HON", "HD", "CAPL", null, null, null, null, null, null, null, null, null, "STC", "QCOM", "GLPI", "SCCO", null, null, "HLI", "HWM", null, null, "ITW", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "META", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "IQV", "CRF", null, null, null, "KNSL", null, null, "OZ", null, null, "LRCX", "LIN", null, null, "MPC", "JGH", "MA", "MSFT", "TMUS", null, "GPC", null, "ODFL", "BX", "HSY", "IJR", "KLAC", "KR", "PANW", "IRM", "PGR", "IJK", "IVV", "PHM", "AAPL", "SPY", null, "NVDA", "PG", "REGN", "IEFA", "SPGI", null, null, "NOW", "RIO", "SPDW", "GLD", null, null, null, null, null, null, null, "SPLG", null, null, "IBM", "SNPS", "TPR", "TJX", "BIV", "VNQ", "WMS", "MGNI", "MNST", "POR", null, "STAG", "ETV", "IWV", null, null, null, null, "VCIT", null, null, "VIG", null, null, null, null, "GGG", null, "RMD", "VRSK", "GPK", "VRT", "MEDP", "QLYS", "ADSK", "APH", "FI", "DECK", "PAC", "IDXX", null, "RACE", "FDS", "AMZN", null, null, "RGA", null, "VGT", "VUG", "VEA", "BLV", "VB", "VUSB", "VTV", "V", "WFRD", "WMT", "WFC", null, "WDAY", "ZVIA", "GRMN", null, "SCHD", "JKHY", "NDSN", "INFY", "JCI", "NXPI", "TER", null, "PPL", "SSD", "CRM", "SYY", null, "HALO", "KMB", "LULU", "ALV", "BAC", "BK", "BRK-B", "CNI", "CDNS", "CNP", "CVX", "CTAS", "CSCO", "CLH", "CBSH", "COP", "CPRT", "COST", "CSX", "DELL", "DE", "FANG", "DXCM", "RSP", "MCO", "USMV", "NEE", "QQQ", "EPD", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "NFLX", "XLK", "ITOT", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-14
- Total Holdings
- 262
- Total Value
- 359441589
- Accession Number
- 0001767151-25-000001
- Form Type
- 13F-HR
- Manager Name
- Outlook-Wealth-Advisors
Data Enrichment
61% identified159 identified103 unidentified
Holdings
262 positions • $359.4M total value
Manager:
Search and click to pin securities to the top
Page 3 of 14
464287721
Shares:12.4K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$359.4M)
45782C813
Shares:42.3K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$359.4M)
33733B100
Shares:15.7K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$359.4M)
78463X509
Shares:39.6K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$359.4M)
33738R811
Shares:20.6K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$359.4M)
46137V811
Shares:26.4K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$359.4M)
Shares:41.8K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$359.4M)
45782C748
Shares:40.5K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$359.4M)
46137V100
Shares:12.0K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$359.4M)
210322509
Shares:53.9K
Value:$1.3M
% of Portfolio:0.4% ($1.3M/$359.4M)
Shares:97.2K
Value:$1.3M
% of Portfolio:0.4% ($1.3M/$359.4M)
46137V779
Shares:17.9K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$359.4M)
45783Y525
Shares:50.3K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$359.4M)
37954Y293
Shares:17.2K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$359.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip464287721)✕ | 12.4K | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$359.4M) | ||
(cusip45782C813)✕ | 42.3K | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$359.4M) | ||
| 5.9K | QoQ +1.92% (-111)YoY -8.78% (-567) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$359.4M) | ||
(cusip33733B100)✕ | 15.7K | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$359.4M) | ||
| 4.5K | QoQ -0.64% (-29)YoY +6.44% (+270) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$359.4M) | ||
(cusip78463X509)✕ | 39.6K | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$359.4M) | ||
(cusip33738R811)✕ | 20.6K | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$359.4M) | ||
(cusip46137V811)✕ | 26.4K | YoY NEW(+26.4K) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$359.4M) | YoY NEW(+$1.6M) |
| 41.8K | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$359.4M) | |||
(cusip45782C748)✕ | 40.5K | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$359.4M) | ||
| 2.5K | QoQ -1.86% (-47) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$359.4M) | ||
(cusip46137V100)✕ | 12.0K | YoY NEW(+12.0K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$359.4M) | YoY NEW(+$1.4M) |
(cusip210322509)✕ | 53.9K | QoQ -1.71% (-938)YoY NEW(+53.9K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$359.4M) | YoY NEW(+$1.3M) |
Broadcom Inc.(AVGOcusip11135F101) | 7.9K | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$359.4M) | ||
| 97.2K | YoY NEW(+97.2K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$359.4M) | YoY NEW(+$1.3M) | |
(cusip46137V779)✕ | 17.9K | YoY NEW(+17.9K) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$359.4M) | YoY NEW(+$1.2M) |
(cusip45783Y525)✕ | 50.3K | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$359.4M) | ||
| 9.0K | QoQ -1.49% (-137)YoY -6.97% (-676) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$359.4M) | ||
| 22.0K | QoQ +0.42% (+93)YoY NEW(+22.0K) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$359.4M) | YoY NEW(+$1.1M) | |
(cusip37954Y293)✕ | 17.2K | QoQ +0.01% (+3) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$359.4M) |