HoldingsChannel.com
Outlook Wealth Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
iShares S&P 500 Index (IVV) 48,286 +8,856 $15,607
     IVV48,286+8,856$15,607
iShares Core S&P Total US Stoc (ITOT) 175,505 +37,865 $12,757
     ITOT175,505+37,865$12,757
iShares MSCI USA Min Volatilit (USMV) 167,863 +59,045 $11,012
     USMV167,863+59,045$11,012
Stewart Information Services C 246,852 UNCH $10,069
     STC246,852UNCH$10,069
Invesco S&P 500 Equal Weight E 51,985 +1,306 $6,015
     RSP51,985+1,306$6,015
SPDR MSCI USA StrategicFactors (QUS) 52,322 -10,321 $4,955
     QUS52,322-10,321$4,955
iShares Edge MSCI USA Quality (QUAL) 43,362 +43,362 $4,380
     QUAL43,362+43,362$4,380
iShares Dow Jones US Medical D (IHI) 15,834 +4,227 $4,185
     IHI15,834+4,227$4,185
Invesco QQQ Trust ETF (QQQ) 18,383 +6,173 $3,903
     QQQ18,383+6,173$3,903
iShares Core MSCI EAFE ETF (IEFA) 56,687 +25,704 $3,699
     IEFA56,687+25,704$3,699
Vanguard S&P 500 ETF (VOO) 12,476 +669 $3,690
     VOO12,476+669$3,690
Phillips Edison Grocery Center 331,276 +4,825 $3,677
     COM331,276+4,825$3,677
iShares S&P Global Technology (IXN) 17,047 +4,334 $3,588
     IXN17,047+4,334$3,588
iShares Core MSCI Emerging Mar (IEMG) 63,152 +44,633 $3,395
     IEMG63,152+44,633$3,395
iShares Edge High Yield Defens (HYDB) 61,886 +28,381 $3,141
     HYDB61,886+28,381$3,141
iShares S&P 500 Barra Growth (IVW) 15,016 +1,272 $2,908
     IVW15,016+1,272$2,908
SPDR MSCI EAFE StrategicFactor (QEFA) 40,105 -7,891 $2,678
     QEFA40,105-7,891$2,678
iShares MSCI USA Equal Weighte (EUSA) 38,911 +2,489 $2,489
     EUSA38,911+2,489$2,489
Vanguard Growth ETF (VUG) 12,193 -318 $2,221
     VUG12,193-318$2,221
iShares S&P Midcap 400 (IJH) 10,241 +2,908 $2,108
     IJH10,241+2,908$2,108
First Trust Senior Loan ETF (FTSL) 42,929 +1,177 $2,057
     FTSL42,929+1,177$2,057
iShares Midcap 400 Barra Growt (IJK) 8,124 -2 $1,935
     IJK8,124-2$1,935
Cole Office & Industrial REIT 193,073 +834 $1,931
     COM193,073+834$1,931
Vanguard Value ETF (VTV) 15,846 -2,362 $1,899
     VTV15,846-2,362$1,899
iShares Morningstar Mid Growth (JKH) 7,191 +429 $1,891
     JKH7,191+429$1,891
Eaton Vance Tax Managed Buy Wr 112,642 +10,266 $1,684
     ETV112,642+10,266$1,684
SPDR Portfolio Small Cap ETF (SPSM) 51,550 -17,040 $1,682
     SPSM51,550-17,040$1,682
WisdomTree US Quality Dividend 34,112 -1,080 $1,654
     DGRW34,112-1,080$1,654
iShares S&P Small Cap 600 (IJR) 17,957 -20,991 $1,505
     IJR17,957-20,991$1,505
SPDR MSCI Emerging Markets Str (QEMM) 22,579 -6,801 $1,373
     QEMM22,579-6,801$1,373
SPDR Gold Shares (GLD) 8,990 +8,990 $1,285
     GLD8,990+8,990$1,285
WisdomTree Europe Hedged Equit 17,778 +759 $1,255
     HEDJ17,778+759$1,255
iShares Dow Jones US Utilities (IDU) 7,734 +7,734 $1,254
     IDU7,734+7,734$1,254
O Shares FTSE US Quality Divid (OUSA) 34,210 +1,518 $1,253
     OUSA34,210+1,518$1,253
Vanguard FTSE Developed Market (VEA) 28,102 +2,197 $1,238
     VEA28,102+2,197$1,238
NVIDIA Corp. 4,957 +4,957 $1,166
     NVDA4,957+4,957$1,166
iShares S&P 500 Barra Value (IVE) 7,911 -68 $1,029
     IVE7,911-68$1,029
Metro One Telecommunications 13,342 +6,828 $1,005
     INFO13,342+6,828$1,005
iShares MSCI EAFE Index Fund (EFA) 13,391 -16,630 $930
     EFA13,391-16,630$930
iShares Dow Jones Select Divid (DVY) 8,641 -2,648 $913
     DVY8,641-2,648$913
iShares S&P SmallCap 600 BARRA (IJT) 4,665 -12 $902
     IJT4,665-12$902
Ishares Tr Dow Jones Us Consum (IYC) 3,893 -4,093 $889
     IYC3,893-4,093$889
Microsoft Corporation 5,718 -1,370 $886
     MSFT5,718-1,370$886
Verizon Communications 13,738 -775 $844
     VZ13,738-775$844
First Trust TCW Opportunistic (FIXD) 15,044 +15,044 $780
     FIXD15,044+15,044$780
Apple Computer 2,769 -1,785 $773
     AAPL2,769-1,785$773
iShares Russell Midcap Index (IWR) 12,880 -29 $768
     IWR12,880-29$768
AT&T Inc Com 19,411 -15,443 $761
     T19,411-15,443$761
Vanguard Total Stock Market ET (VTI) 4,589 +4,589 $751
     VTI4,589+4,589$751
Chevron Corporation 3,626 -26,111 $682
     CVX3,626-26,111$682

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 12/31/2019: $177,460
At 09/30/2019: $167,870

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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