Holdings
Outlook Wealth Advisors, LLC
As of Jun 30, 2026, Outlook Wealth Advisors, LLC reported 130 positions worth US$121M. Largest: Nvidia Corporation, Apple Inc and Stewart Information Services Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 73,506 | US$14.7M | −373 | Jun 30, 2026 |
| Apple Inc | 23,357 | US$6.76M | −163 | Jun 30, 2026 |
| Stewart Information Services Corporation | 49,932 | US$6.71M | +1 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 11,987 | US$4.29M | −304 | Jun 30, 2026 |
| Lam Research Corporation | 9,697 | US$4.19M | −711 | Jun 30, 2026 |
| Microsoft Corp. | 10,227 | US$3.81M | −200 | Jun 30, 2026 |
| Exxon Mobil Corporation | 27,763 | US$3.8M | −2,179 | Jun 30, 2026 |
| Johnson & Johnson | 12,759 | US$3.24M | −33 | Jun 30, 2026 |
| Chevron Corporation | 15,430 | US$2.56M | −91 | Jun 30, 2026 |
| Broadcom Inc. | 6,465 | US$2.44M | −382 | Jun 30, 2026 |