HoldingsChannel.com
Outlook Wealth Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Stewart Information Services C 246,852 UNCH $9,995
     STC246,852UNCH$9,995
iShares Core S&P Total US Stoc (ITOT) 112,339 +40,128 $7,486
     ITOT112,339+40,128$7,486
iShares S&P 500 Index (IVV) 24,833 +12,613 $7,319
     IVV24,833+12,613$7,319
iShares MSCI USA Min Volatilit (USMV) 96,319 +29,871 $5,946
     USMV96,319+29,871$5,946
SPDR MSCI USA StrategicFactors (QUS) 65,580 +2,842 $5,648
     QUS65,580+2,842$5,648
Invesco S&P 500 Equal Weight E 50,667 +6,637 $5,462
     RSP50,667+6,637$5,462
Chevron Corporation 30,423 +886 $3,785
     CVX30,423+886$3,785
Phillips Edison Grocery Center 321,818 +9,003 $3,572
     COM321,818+9,003$3,572
SPDR MSCI EAFE StrategicFactor (QEFA) 47,604 -3,846 $3,002
     QEFA47,604-3,846$3,002
Invesco QQQ Trust ETF (QQQ) 13,993 -630 $2,614
     QQQ13,993-630$2,614
iShares S&P Small Cap 600 (IJR) 32,793 +12,599 $2,567
     IJR32,793+12,599$2,567
Exxon Mobil 30,176 +19,646 $2,313
     XOM30,176+19,646$2,313
iShares MSCI USA Equal Weighte (EUSA) 36,853 +11,601 $2,186
     EUSA36,853+11,601$2,186
iShares Dow Jones US Medical D (IHI) 8,968 +3,761 $2,158
     IHI8,968+3,761$2,158
Vanguard S&P 500 ETF (VOO) 7,887 +2,069 $2,123
     VOO7,887+2,069$2,123
SPDR Portfolio Small Cap ETF (SPSM) 68,198 +3,883 $2,089
     SPSM68,198+3,883$2,089
Vanguard Growth ETF (VUG) 12,654 +1,128 $2,068
     VUG12,654+1,128$2,068
Vanguard Value ETF (VTV) 18,375 +1,690 $2,038
     VTV18,375+1,690$2,038
iShares Midcap 400 Barra Growt (IJK) 8,922 +3,604 $2,018
     IJK8,922+3,604$2,018
iShares Core MSCI Emerging Mar (IEMG) 37,734 +13,765 $1,941
     IEMG37,734+13,765$1,941
First Trust Senior Loan ETF (FTSL) 40,821 +11,453 $1,923
     FTSL40,821+11,453$1,923
SPDR MSCI Emerging Markets Str (QEMM) 30,138 +4,678 $1,789
     QEMM30,138+4,678$1,789
iShares Nasdaq Biotechnology E (IBB) 15,502 +3,937 $1,691
     IBB15,502+3,937$1,691
iShares Edge High Yield Defens (HYDB) 33,815 +22,751 $1,690
     HYDB33,815+22,751$1,690
Johnson & Johnson 11,256 +221 $1,568
     JNJ11,256+221$1,568
WisdomTree US Quality Dividend 35,869 +11,968 $1,566
     DGRW35,869+11,968$1,566
iShares MSCI EAFE Index Fund (EFA) 21,246 +8,471 $1,397
     EFA21,246+8,471$1,397
SPDR Portfolio Emerging Market (SPEM) 38,639 +9,729 $1,383
     SPEM38,639+9,729$1,383
iShares S&P Global Technology (IXN) 7,429 +4,502 $1,333
     IXN7,429+4,502$1,333
AT&T Inc Com 37,852 +1,958 $1,268
     T37,852+1,958$1,268
iShares Dow Jones US Healthcar (IYH) 6,346 +2,091 $1,239
     IYH6,346+2,091$1,239
Ishares Tr Dow Jones Us Consum (IYC) 5,628 +1,590 $1,226
     IYC5,628+1,590$1,226
Texas Instruments 10,358 +10,358 $1,189
     TXN10,358+10,358$1,189
iShares Dow Jones Select Divid (DVY) 11,869 +3,671 $1,181
     DVY11,869+3,671$1,181
WisdomTree Europe Hedged Equit 16,504 +4,301 $1,092
     HEDJ16,504+4,301$1,092
iShares Core MSCI EAFE ETF (IEFA) 17,655 +12,287 $1,084
     IEFA17,655+12,287$1,084
O Shares FTSE US Quality Divid (OUSA) 31,713 +8,295 $1,082
     OUSA31,713+8,295$1,082
Vanguard FTSE Developed Market (VEA) 22,453 +2,568 $937
     VEA22,453+2,568$937
Microsoft Corporation 6,972 +735 $935
     MSFT6,972+735$935
Eaton Vance Tax Managed Buy Wr 61,015 +14,508 $916
     ETV61,015+14,508$916
Apple Computer 4,597 +1,442 $910
     AAPL4,597+1,442$910
Verizon Communications 15,921 -902 $910
     VZ15,921-902$910
BP plc 20,569 +495 $858
     BP20,569+495$858
Kimberly Clark Corp. 6,395 +291 $852
     KMB6,395+291$852
iShares MSCI USA Momentum Fact (MTUM) 7,151 +4,078 $848
     MTUM7,151+4,078$848
iShares S&P Midcap 400 (IJH) 4,305 +3,172 $837
     IJH4,305+3,172$837
Philip Morris International In 10,156 +296 $798
     PM10,156+296$798
Procter & Gamble Co 7,227 -1,151 $792
     PG7,227-1,151$792
Honeywell International 4,427 +4,427 $773
     HON4,427+4,427$773
TechnipFMC PLC 29,325 +2,719 $761
     FTI29,325+2,719$761

See Full List: All Stocks Held By Outlook Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Outlook Wealth Advisors LLC

Size ($ in 1000's)
At 06/30/2019: $151,681
At 03/31/2019: $121,387

Outlook Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Outlook Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

Outlook Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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