Long-term investor
Outlook Wealth Advisors, LLC @outlookwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767151).
Record
- Tracked since 2025-06-30 (446 days), 285 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months n/a · 1 year +15.8% · all +15.8%
- Max drawdown n/a · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 4.6% · long · since 2025-06-30
- 922908744 · 4.0% · long · since 2025-06-30
- 46090E103 · 3.9% · long · since 2025-06-30
- 45782C664 · 3.6% · long · since 2025-06-30
- NVDA · 3.2% · long · since 2025-06-30
- 46435G250 · 2.4% · long · since 2025-06-30
- 464287804 · 2.4% · long · since 2025-06-30
- 33740U836 · 2.4% · long · since 2025-09-30
- 464288448 · 2.1% · long · since 2025-06-30
- 46432F842 · 2.0% · long · since 2025-06-30
- 464288281 · 1.7% · long · since 2025-06-30
- 464287234 · 1.7% · long · since 2026-03-31