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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Outlook Wealth Advisors, LLC

Quarter ended Q1 2024 · Filed April 22, 2024 · Accession 0001767151-24-000002

Total Value
$323.8M
Positions
258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1INNOVATOR ETFS TRUSTINHD364,499$15.2M4.69%
2ISHARES TR46428720025,036$13.2M4.07%
3FIRST TR EXCHNG TRADED FD VI33740F581486,502$12.9M3.98%
4FIRST TR EXCHNG TRADED FD VI33740F599316,389$12.4M3.83%
5INVESCO QQQ TRIVZ25,283$11.2M3.47%
6VANGUARD INDEX FDS92290874465,593$10.7M3.30%
7ISHARES TR46435G250204,238$9.5M2.95%
8AIM ETF PRODUCTS TRUST00888H802287,217$9.0M2.79%
9SPDR SER TR78468R200233,637$7.2M2.22%
10STEWART INFORMATION SVCS COR860372101109,667$7.1M2.20%
11ISHARES TR46432F84276,729$5.7M1.76%
12NVIDIA CORPORATIONNVDA5,954$5.4M1.66%
13ISHARES U S ETF TR46431W50799,718$5.0M1.55%
14AIM ETF PRODUCTS TRUST00888H208158,259$4.8M1.48%
15ISHARES TR46428864685,743$4.4M1.36%
16INNOVATOR ETFS TRUSTINHD129,247$4.3M1.34%
17APPLE INCAAPL23,169$4.0M1.23%
18INNOVATOR ETFS TRUSTINHD68,325$3.9M1.22%
19AIM ETF PRODUCTS TRUST00888H786133,915$3.9M1.20%
20SPDR S&P 500 ETF TRSPY7,200$3.8M1.16%
21AIM ETF PRODUCTS TRUST00888H778122,800$3.5M1.09%
22INNOVATOR ETFS TRUSTINHD90,543$3.3M1.03%
23MICROSOFT CORPMSFT7,683$3.2M1.00%
24INNOVATOR ETFS TRUSTINHD77,733$3.0M0.94%
25ISHARES TR46434V61362,903$2.9M0.89%
26FIRST TR EXCHNG TRADED FD VI33740F649113,010$2.8M0.87%
27ISHARES TR46428875223,011$2.7M0.82%
28EXXON MOBIL CORPXOM22,769$2.6M0.82%
29VANGUARD INDEX FDS9229087367,619$2.6M0.81%
30INVESCO EXCHANGE TRADED FD TIVZ13,939$2.4M0.73%
31CHEVRON CORP NEWCVX14,556$2.3M0.71%
32PIMCO ETF TR72201R57722,206$2.2M0.69%
33ALPHABET INCGOOG13,631$2.1M0.64%
34SSGA ACTIVE TR78470P40840,435$2.0M0.62%
35JOHNSON & JOHNSONJNJ12,628$2.0M0.62%
36INNOVATOR ETFS TRUSTINHD49,317$1.9M0.60%
37INNOVATOR ETFS TRUSTINHD51,818$1.9M0.59%
38INNOVATOR ETFS TRUSTINHD50,521$1.9M0.58%
39FIRST TR EXCHNG TRADED FD VI33740F76340,975$1.9M0.57%
40INNOVATOR ETFS TRUSTINHD74,354$1.8M0.55%
41VANGUARD INDEX FDS9229087696,451$1.7M0.52%
42ISHARES TR46428775412,406$1.6M0.48%
43SPDR INDEX SHS FDS78463X50941,698$1.5M0.47%
44PHILLIPS EDISON & CO INCPECO41,766$1.5M0.46%
45VANGUARD BD INDEX FDS92193781919,473$1.5M0.45%
46SPDR INDEX SHS FDS78463X88939,522$1.4M0.44%
47BROADCOM INCAVGO1,061$1.4M0.43%
48INNOVATOR ETFS TRUSTINHD39,922$1.4M0.43%
49ISHARES TR46429B65525,843$1.3M0.41%
50INNOVATOR ETFS TRUSTINHD39,967$1.3M0.41%
51VANGUARD SCOTTSDALE FDS92206C87015,896$1.3M0.40%
52ISHARES TR46436E71812,383$1.2M0.39%
53CADENCE DESIGN SYSTEM INCCDNS3,961$1.2M0.38%
54FIRST TR EXCHANGE-TRADED FD33733B10012,031$1.2M0.38%
55FIRST TR EXCHANGE TRADED FD33734X16816,613$1.2M0.37%
56VISA INCV4,192$1.2M0.36%
57GLOBAL X FDS37954Y29323,310$1.1M0.35%
58PROCTER AND GAMBLE CO7427181096,954$1.1M0.35%
59INNOVATOR ETFS TRUSTINHD29,094$1.1M0.34%
60INNOVATOR ETFS TRUSTINHD29,296$1.1M0.34%
61VANGUARD TAX-MANAGED FDS92194385821,601$1.1M0.33%
62S&P GLOBAL INCSPGI2,505$1.1M0.33%
63ISHARES TR4642877217,829$1.1M0.33%
64CONOCOPHILLIPSCOP7,914$1.0M0.31%
65INNOVATOR ETFS TRUSTINHD27,291$996,1220.31%
66VANGUARD CHARLOTTE FDS92203J40720,174$992,3590.31%
67ISHARES TR46435G10212,408$990,5420.31%
68HOME DEPOT INCHD2,554$979,6160.30%
69HONEYWELL INTL INC4385161064,702$965,0860.30%
70CSX CORPCSX25,598$948,9340.29%
71VANGUARD BD INDEX FDS92193782712,002$920,1930.28%
72PULTE GROUP INC7458671017,528$908,0580.28%
73SPDR SER TR78468R85320,711$891,4010.28%
74ELEVANCE HEALTH INCELV1,711$887,4090.27%
75VANGUARD WORLD FD92204A7021,687$884,5620.27%
76FIRST TR EXCHNG TRADED FD VI33740U20819,890$884,1110.27%
77META PLATFORMS INCMETA1,814$880,8480.27%
78FIRST TR EXCHANGE TRADED FD33734X15011,562$843,5680.26%
79LINCOLN ELEC HLDGS INC5339001063,185$813,6250.25%
80ISHARES TR4642876068,888$811,0240.25%
81FIRST TR EXCHANGE-TRADED FD33738R8118,950$810,3370.25%
82ISHARES TR4642875809,845$807,0000.25%
83INNOVATOR ETFS TRUSTINHD22,504$796,1920.25%
84ISHARES TR4642872427,041$766,8610.24%
85INNOVATOR ETFS TRUSTINHD23,506$763,2470.24%
86WORKDAY INCWDAY2,781$758,5180.23%
87ACCENTURE PLC IRELANDACN2,181$756,1190.23%
88THE CIGNA GROUP1255231002,080$755,4220.23%
89BOSTON SCIENTIFIC CORPBSX11,019$754,6910.23%
90CISCO SYS INCCSCO15,055$751,3860.23%
91AMAZON COM INCAMZN4,095$738,6560.23%
92BANK NEW YORK MELLON CORP06405810012,541$722,6040.22%
93CROWDSTRIKE HLDGS INCCRWD2,229$714,5950.22%
94COMCAST CORP NEWCCZ16,470$713,9850.22%
95ISHARES TR4642878046,452$713,0980.22%
96INNOVATOR ETFS TRUSTINHD20,011$712,3920.22%
97WEBSTER FINL CORP94789010913,921$706,7930.22%
98AMERICAN EXPRESS COAXP3,090$703,5540.22%
99MASTERCARD INCORPORATEDMA1,432$689,6270.21%
100SPDR SER TR78464A85411,086$682,1220.21%
101SYSCO CORPSYY8,256$670,2570.21%
102TAPESTRY INCTPR14,083$668,6440.21%
103REINSURANCE GRP OF AMERICA I7593516043,463$667,8950.21%
104IQVIA HLDGS INCIQV2,634$666,1120.21%
105HOWMET AEROSPACE INCHWM9,690$663,0870.20%
106PIONEER NAT RES CO7237871072,515$660,0990.20%
107ISHARES TR4642871505,694$656,5220.20%
108IRON MTN INC DEL46284V1018,126$651,8070.20%
109FISERV INCFISV4,066$649,8280.20%
110WATERS CORP9418481031,877$646,1200.20%
111SERVICENOW INCNOW842$641,9410.20%
112CVS HEALTH CORPCVS7,997$637,8460.20%
113VANGUARD BD INDEX FDS9219377938,785$635,4190.20%
114JOHNSON CTLS INTL PLCG515021059,594$626,6800.19%
115TE CONNECTIVITY LTDTEL4,194$609,1790.19%
116INNOVATOR ETFS TRUSTINHD14,942$602,6110.19%
117SPDR SER TR78468R6636,513$597,8930.18%
118ELI LILLY & COLLY763$593,5910.18%
119JANUS DETROIT STR TR47103U84511,603$588,7360.18%
120BLACKROCK ETF TRUST IIBLK10,996$581,4770.18%
121ZOETIS INCZTS3,422$579,0250.18%
122BERKSHIRE HATHAWAY INC DELBRK-A1,376$578,6360.18%
123VANGUARD INDEX FDS9229087512,488$568,7320.18%
124WISDOMTREE TRWT7,396$563,5190.17%
125SPDR SER TR78468R6225,881$559,8710.17%
126WEATHERFORD INTL PLCG488331184,832$557,7090.17%
127NVENT ELECTRIC PLCNVT7,388$557,0550.17%
128EATON VANCE TAX-MANAGED BUY-ETN42,648$551,4440.17%
129ISHARES U S ETF TR46431W7055,861$551,1680.17%
130INNOVATOR ETFS TRUSTINHD22,336$539,6340.17%
131SPDR GOLD TRGLD2,622$539,3860.17%
132NEXTERA ENERGY INCNEE-PW8,395$536,4990.17%
133LULULEMON ATHLETICA INCLULU1,322$516,4390.16%
134ALPHABET INCGOOG3,380$514,6390.16%
135LAM RESEARCH CORPLRCX529$513,9730.16%
136GENERAL MLS INC3703341047,185$502,7580.16%
137INNOVATOR ETFS TRUSTINHD14,136$502,5350.16%
138FIRST TR EXCHANGE TRADED FD33737A1084,338$497,1400.15%
139HANNON ARMSTRONG SUST INFR C41068X10017,341$492,4880.15%
140AUTOLIV INCALV4,036$486,0830.15%
141INNOVATOR ETFS TRUSTINHD12,308$483,4580.15%
142KIMBERLY-CLARK CORPKMB3,726$481,9740.15%
143INNOVATOR ETFS TRUSTINHD12,364$480,5890.15%
144SPDR SER TR78464A8478,750$466,7250.14%
145ISHARES TR46428737410,339$465,1620.14%
146DIAMONDBACK ENERGY INCFANG2,331$461,9970.14%
147INNOVATOR ETFS TRUSTINHD11,260$457,1990.14%
148INNOVATOR ETFS TRUSTINHD15,517$455,9500.14%
149INNOVATOR ETFS TRUSTINHD10,001$455,1460.14%
150ISHARES TR4642871195,980$451,3700.14%
151SALESFORCE INCCRM1,474$443,9390.14%
152NOVO-NORDISK A SNONOF3,400$436,5600.13%
153QUALCOMM INCQCOM2,576$436,1470.13%
154INNOVATOR ETFS TRUSTINHD9,147$435,1550.13%
155MERCK & CO INCMRK3,282$433,0900.13%
156ASPEN TECHNOLOGY INC29109X1062,026$432,1050.13%
157ASML HOLDING N VASMLF441$427,5080.13%
158EATON CORP PLCETN1,367$427,4340.13%
159INNOVATOR ETFS TRUSTINHD13,304$415,6170.13%
160SELECT SECTOR SPDR TR81369Y8031,969$410,0840.13%
161GRAPHIC PACKAGING HLDG COGPK13,953$407,1480.13%
162TEXAS INSTRS INC8825081042,317$403,6770.12%
163FIRST TR EXCHNG TRADED FD VI33740F55715,663$399,5630.12%
164AIM ETF PRODUCTS TRUST00888H63815,244$398,6290.12%
165UNION PAC CORPUNP1,616$397,4690.12%
166MARATHON PETE CORPMARA1,955$394,0090.12%
167SSGA ACTIVE ETF TR78467V6089,356$393,9810.12%
168SSGA ACTIVE TR78470P50715,209$389,8070.12%
169LINDE PLCLIN827$384,0120.12%
170KLA CORPKLAC543$379,3340.12%
171COCA COLA COKO6,172$377,6040.12%
172DEERE & CODE908$372,9520.12%
173SPDR INDEX SHS FDS78463X87111,391$369,9800.11%
174CINTAS CORPCTAS536$368,2580.11%
175SIMPSON MFG INC8290731051,782$365,6380.11%
176COPART INCCPRT6,262$362,6950.11%
177ENTERPRISE PRODS PARTNERS L29379210712,296$358,7970.11%
178ADOBE INCADBE709$357,7610.11%
179INNOVATOR ETFS TRUSTINHD12,711$356,9250.11%
180FERRARI N VRACE815$355,2910.11%
181XP INCXP13,831$354,8910.11%
182INNOVATOR ETFS TRUSTINHD10,340$353,2140.11%
183GARMIN LTDGRMN2,366$352,2750.11%
184AMPHENOL CORP NEW0320951013,039$350,5590.11%
185METTLER TOLEDO INTERNATIONALMTD262$348,7980.11%
186FIRST TR EXCHNG TRADED FD VI33740U7869,831$346,6410.11%
187ISHARES TR46429B6974,142$346,2220.11%
188WALMART INCWMT5,688$342,2470.11%
189VERIZON COMMUNICATIONS INCVZ8,000$335,6610.10%
190SKYLINE CHAMPION CORPORATIONSKY3,932$334,2590.10%
191PORTLAND GEN ELEC CO7365088477,907$332,0840.10%
192AUTODESK INCADSK1,266$329,6920.10%
193INNOVATOR ETFS TRUSTINHD8,207$328,6080.10%
194NETFLIX INCNFLX532$323,1000.10%
195J P MORGAN EXCHANGE TRADED F46641Q3325,570$322,2800.10%
196REGENERON PHARMACEUTICALSREGN334$321,4720.10%
197VANGUARD SPECIALIZED FUNDS9219088441,756$320,7260.10%
198ISHARES TR4642876891,068$320,4850.10%
199GSK PLCGLAXF7,422$318,1940.10%
200RANGE RES CORPRRC9,181$316,0880.10%
201RELX PLCRLXXF7,275$314,9350.10%
202AMETEK INCAME1,720$314,5970.10%
203NORFOLK SOUTHN CORP6558441081,224$311,9840.10%
204GENTEX CORPGNTX8,622$311,4430.10%
205OLD DOMINION FREIGHT LINE INODFL1,398$306,6010.09%
206IDEX CORP45167R1041,250$305,0390.09%
207BELPOINTE PREP LLCOZ4,996$304,2060.09%
208RESTAURANT BRANDS INTL INC76131D1033,818$303,3690.09%
209NORDSON CORPNDSN1,103$302,8400.09%
210ADVANCED MICRO DEVICES INCAMD1,675$302,3210.09%
211STAG INDL INC85254J1027,752$297,9840.09%
212AGILENT TECHNOLOGIES INCA2,047$297,8670.09%
213NASDAQ INCNDAQ4,719$297,7390.09%
214IDEXX LABS INC45168D104541$292,1020.09%
215CIRRUS LOGIC INCCRUS3,069$284,0670.09%
216KEYSIGHT TECHNOLOGIES INCKEYS1,813$283,5170.09%
217OCCIDENTAL PETE CORP6745991054,355$283,0310.09%
218PAMPA ENERGIA S A6976602076,482$279,6330.09%
219BLACKSTONE INCBX2,125$279,1610.09%
220AUTOMATIC DATA PROCESSING INADP1,116$278,7170.09%
221INNOVATOR ETFS TRUSTINHD9,785$278,5360.09%
222CANADIAN NATL RY CO1363751022,107$277,5390.09%
223PAYCHEX INCPAYX2,248$276,0810.09%
224HERSHEY COHSY1,405$273,3060.08%
225COMMERCE BANCSHARES INCCBSH5,127$272,7410.08%
226VERISK ANALYTICS INCVRSK1,153$271,8080.08%
227CROSSAMERICA PARTNERS LPCAPL11,700$266,6430.08%
228HENRY JACK & ASSOC INC4262811011,520$264,0860.08%
229VERTEX PHARMACEUTICALS INCVRTX629$262,9280.08%
230FACTSET RESH SYS INC303075105573$260,3750.08%
231ISHARES TR4642875152,985$254,5310.08%
232ISHARES TR4642875231,125$254,1600.08%
233DOW INCDOW4,381$253,7910.08%
234INNOVATOR ETFS TRUSTINHD8,990$253,1580.08%
235APPLIED MATLS INC0382221051,204$248,3200.08%
236INNOVATOR ETFS TRUSTINHD8,067$244,1360.08%
237SCHWAB STRATEGIC TR8085247972,995$241,4870.07%
238INFOSYS LTDINFY13,428$240,7640.07%
239DIODES INCDIOD3,386$238,7130.07%
240TESLA INCTSLA1,356$238,3710.07%
241JPMORGAN CHASE & COVYLD1,178$235,8950.07%
242INNOVATOR ETFS TRUSTINHD9,120$227,4070.07%
243ABBVIE INCABBV1,243$226,3500.07%
244VANECK ETF TRUST92189F4377,714$223,8600.07%
245FIDELITY COVINGTON TRUST31609A1077,652$223,4270.07%
246INNOVATOR ETFS TRUSTINHD9,052$222,0000.07%
247SPDR SER TR78464A8053,382$216,9550.07%
248SELECT SECTOR SPDR TR81369Y8605,399$213,4220.07%
249ASHLAND INCASH2,190$213,2320.07%
250WELLS FARGO CO NEW9497461013,642$211,0900.07%
251CENTERPOINT ENERGY INCCNP7,177$204,4830.06%
252MCDONALDS CORPMCD724$204,2610.06%
253SIMPLIFY EXCHANGE TRADED FUN82889N6328,286$202,1780.06%
254SOUTHWESTERN ENERGY CO84546710920,147$152,7140.05%
255CORNERSTONE TOTAL RETURN FD21924U30015,679$117,7490.04%
256CORNERSTONE STRATEGIC VALUECLM10,781$81,0730.03%
257SURO CAPITAL CORPSSSSL10,174$46,2920.01%
258TELLURIAN INC NEW87968A10411,236$7,4310.00%