Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OUTLOOK WEALTH ADVISORS LLC | 04-22-2024 | 03-31-2024 | 258 | 323,772,561 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 101 | $2,646,673 | 22,769 | 0.00 | 0.00 | -7,248 | -24.15 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 102 | $2,622,351 | 7,619 | 0.00 | 0.00 | 2,835 | 59.26 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 103 | $2,360,876 | 13,939 | 0.00 | 0.00 | -4,501 | -24.41 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 104 | $2,296,063 | 14,556 | 0.00 | 0.00 | 1,944 | 15.41 | 03-31-2024 |
