Outlook Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$348M
Signature - Title
James Allen Neuenschwander - Founder and Owner
Location
Shenandoah, TX
Summary
This page shows a list of all the recent 13F filings made by Outlook Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Outlook Wealth Advisors, LLC reported 254 stock holdings with total value $348M as of Q3 2024. Top holdings included BMAR, IVV, QMAR, FMAR, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 254 $348M +$34.2M -$15.1M +$19.1M BMAR, IVV, QMAR, FMAR, QQQ 13F-HR 10/23/2024, 11:55 AM
Q2 2024 256 $138M +$34.4M -$49.5M -$15.1M QQQ, NVDA, AAPL, OCTJ, FLAO 13F-HR 7/18/2024, 03:08 PM
Q1 2024 258 $324M +$117M -$96.5M +$20.3M BMAR, IVV, QMAR, FMAR, QQQ 13F-HR 4/22/2024, 03:41 PM
Q4 2023 246 $286M +$47.7M -$45.3M +$2.43M USEP, PJUN, VTV, QJUN, STC 13F-HR 1/29/2024, 02:24 PM
Q3 2023 199 $262M +$18.8M -$14.8M +$4M USEP, PJUN, VTV, QJUN, PNOV 13F-HR 10/10/2023, 10:28 AM
Q2 2023 197 $264M +$69.2M -$38.1M +$31.1M USEP, PJUN, VTV, QJUN, PNOV 13F-HR 7/10/2023, 01:23 PM
Q1 2023 179 $225M +$46.2M -$37.1M +$9.09M USEP, PJUN, VTV, IYE, PSEP 13F-HR 4/18/2023, 04:07 PM
Q4 2022 170 $211M +$50.2M -$77.1M -$27M USEP, VTV, PJUN, SGOV, IYE 13F-HR 2/14/2023, 05:22 PM
Q3 2022 182 $223M +$34.1M -$43.7M -$9.57M VTV, DGRW, PJUN, ITOT, IYE 13F-HR 10/25/2022, 02:22 PM
Q2 2022 186 $244M +$31.3M -$47.6M -$16.3M DGRW, ITOT, IYE, IJR, STC 13F-HR 7/28/2022, 02:58 PM
Q1 2022 196 $299M +$26.5M -$52.9M -$26.4M ITOT, DGRW, IVV, IYE, TIP Restatement 7/28/2022, 02:54 PM
Q4 2021 203 $340M +$80.9M -$66.4M +$14.5M STC, ITOT, IVV, IJR, TIP 13F-HR 1/21/2022, 11:27 AM
Q3 2021 209 $306M +$30.9M -$29.1M +$1.86M IVV, ITOT, IJR, STC, HYDB 13F-HR 10/22/2021, 12:09 PM
Q2 2021 209 $313M +$54.8M -$43M +$11.8M IVV, IJR, ITOT, HYDB, STC 13F-HR 7/21/2021, 05:23 PM
Q1 2021 188 $288M +$52M -$49.1M +$2.91M IVV, STC, ITOT, IJR, PSEP 13F-HR 5/4/2021, 09:24 AM
Q4 2020 181 $275M +$59.6M -$51.9M +$7.71M IVV, PSEP, STC, ITOT, IGV 13F-HR 2/4/2021, 03:39 PM
Q3 2020 165 $252M +$24.3M -$21M +$3.31M IVV, USMV, ITOT, STC, GOVT 13F-HR 11/10/2020, 12:36 PM
Q2 2020 159 $236M +$66.5M -$30.7M +$35.8M IVV, ITOT, USMV, IEI, GOVT 13F-HR 7/17/2020, 04:53 PM
Q1 2020 154 $177M +$70.4M -$42.4M +$27.9M IVV, ITOT, NEAR, USMV, GOVT 13F-HR 4/16/2020, 10:16 AM
Q4 2019 139 $176M +$33.8M -$29.2M +$4.61M IVV, ITOT, USMV, STC, RSP 13F-HR 2/12/2020, 01:02 PM
Q3 2019 161 $168M +$28M -$12.9M +$15.1M IVV, STC, ITOT, USMV, QUS 13F-HR 10/17/2019, 02:18 PM
Q2 2019 151 $152M +$34.5M -$5.92M +$28.5M STC, ITOT, IVV, USMV, QUS 13F-HR 8/15/2019, 12:08 PM
Q1 2019 144 $121M +$24.3M $0 +$24.3M STC, QUS, ITOT, RSP, USMV 13F-HR 5/6/2019, 12:46 PM
Q4 2018 173 $4.58M $0 $0 AFIF 13F-HR 2/13/2019, 11:20 AM