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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Outlook Wealth Advisors, LLC INSTITUTION : Outlook Wealth Advisors, LLC
Outlook Wealth Advisors, LLC Portfolio (reported on 2020-04-16)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
iShares S&P 500 Index    (COM) IVV 10,231,000 39,594 5.79%
iShares Core S&P Total US Stock Mkt ETF    (COM) ISI 9,391,000 164,157 5.32%
iShares Short Maturity Bond    (COM) NEAR 7,723,000 159,266 4.37%
iShares MSCI USA Min Volatility    (COM) USMV 7,419,000 137,366 4.20%
iShares Core US Treasury Bond    (COM) GOVT 7,220,000 257,776 4.09%
Stewart Information Services Corp.    (COM) STC 6,584,000 246,852 3.73%
iShares Edge MSCI USA Quality Factor    (COM) QUAL 4,265,000 52,633 2.41%
Invesco S&P 500 Equal Weight ETF    (COM) 4,237,000 50,423 2.40%
SPDR MSCI USA StrategicFactors    (COM) 3,904,000 51,115 2.21%
iShares Barclays Intermediate Credit Bd    (COM) CIU 3,661,000 66,661 2.07%
iShares Barclays Aggregate Bond    (COM) AGG 3,595,000 31,156 2.03%
iShares S&P Global Technology    (COM) IXN 3,516,000 19,282 1.99%
iShares iBoxx High Yield Corporate Bd    (COM) HYG 3,395,000 44,054 1.92%
JPMorgan Ultra-Short Income ETF    (COM) 3,394,000 68,337 1.92%
Invesco QQQ Trust ETF    (COM) 3,285,000 17,253 1.86%
iShares Dow Jones US Medical Devices    (COM) IHI 2,897,000 12,857 1.64%
Vanguard S&P 500 ETF    (COM) VOO 2,862,000 12,086 1.62%
iShares iBoxx Invest Grade Corp Bd    (COM) LQD 2,795,000 22,632 1.58%
Vanguard Total Intl Bd Idx ETF    (COM) BNDX 2,249,000 39,981 1.27%
SPDR MSCI EAFE StrategicFactors ETF    (COM) QEFA 2,099,000 39,292 1.18%
iShares S&P 500/Barra Growth    (COM) IVW 2,021,000 12,245 1.14%
iShares Edge High Yield Defensive Bd ETF    (COM) 1,969,000 44,850 1.11%
iShares Lehman 3-7 Year Treasury Bond    (COM) IEI 1,961,000 14,708 1.11%
iShares S&P Mid-Cap 400 ETF    (COM) IJH 1,939,000 13,478 1.09%
Vanguard Growth ETF    (COM) VUG 1,920,000 12,255 1.08%
First Trust Low Duration Oppos ETF    (COM) LMBS 1,894,000 37,133 1.07%
iShares Short Term Corporate Bond ETF    (COM) CSJ 1,887,000 36,046 1.06%
Chevron Corporation    (COM) CVX 1,739,000 24,005 0.98%
First Trust Senior Loan ETF    (COM) FTSL 1,675,000 40,083 0.94%
Vanguard Intermediate-Term Bond ETF    (COM) BIV 1,499,000 16,782 0.84%
Vanguard Mortgage-Backed Securities ETF    (COM) VMBS 1,432,000 26,278 0.81%
Johnson & Johnson    (COM) JNJ 1,400,000 10,678 0.79%
iShares Midcap 400/Barra Growth    (COM) IJK 1,370,000 7,676 0.77%
iShares COMEX Gold Trust    (COM) IAU 1,336,000 88,677 0.75%
SPDR Gold Shares    (COM) GLD 1,318,000 8,901 0.74%
SPDR Portfolio Small Cap ETF    (COM) TWOK 1,197,000 54,802 0.67%
iShares Core MSCI Emerging Markets ETF    (COM) IEMG 1,191,000 29,421 0.67%
SPDR Portfolio Emerging Markets ETF    (COM) GMM 1,160,000 40,745 0.65%
SPDR MSCI Emerging Markets StrategicFactors    (COM) QEMM 1,126,000 24,071 0.63%
Exxon Mobil    (COM) XOM 1,126,000 29,655 0.63%
Vanguard Long-Term Bond ETF    (COM) BLV 1,124,000 10,536 0.63%
SPDR DoubleLine Total Return Tact ETF    (COM) TOTL 1,071,000 22,325 0.60%
SPDR Blmbg Barclays Inv Grd Flt Rt ETF    (COM) FLRN 1,065,000 36,226 0.60%
iShares 7-10 Year Treasury Bond ETF    (COM) IEF 1,043,000 8,584 0.59%
Apple Computer    (COM) AAPL 1,035,000 4,071 0.58%
Microsoft Corporation    (COM) MSFT 1,014,000 6,429 0.57%
O'Shares FTSE US Quality Dividend ETF    (COM) 964,000 33,219 0.54%
iShares S&P 500/Barra Value    (COM) IVE 902,000 9,375 0.51%
WisdomTree Europe Hedged Equity    (COM) HEDJ 887,000 17,302 0.50%
iShares Lehman 20 Year Treas Bond    (COM) TLT 863,000 5,230 0.48%
Home Depot, Inc.    (COM) HD 852,000 4,565 0.48%
iShares Aaa - A Rated Corporate Bond    (COM) QLTA 840,000 15,231 0.47%
First Trust TCW Opportunistic Fixed Income ETF    (COM) 780,000 14,804 0.44%
iShares 0-5 Year Invmt Grd Corp Bd    (COM) SLQD 776,000 15,470 0.43%
iShares Government/Credit Bond    (COM) GBF 748,000 6,169 0.42%
iShares Russell Midcap Index    (COM) IWR 727,000 16,830 0.41%
Intel    (COM) INTC 698,000 12,904 0.39%
iShares 0-5 Year High Yield Corp Bd    (COM) SHYG 667,000 16,316 0.37%
PIMCO Dynamic Income Fund    (COM) PDI 667,000 30,185 0.37%
Metro One Telecommunications, Inc.    (COM) 637,000 10,612 0.36%
Procter & Gamble Co    (COM) PG 627,000 5,699 0.35%
iShares Core 10 Year USD Bond    (COM) GLJ 624,000 8,765 0.35%
Fiserv Inc.    (COM) FISV 600,000 6,317 0.34%
Honeywell International    (COM) HON 592,000 4,427 0.33%
iShares S&P SmallCap 600/BARRA Growth    (COM) IJT 589,000 4,271 0.33%
Cisco Systems, Inc    (COM) CSCO 580,000 14,759 0.32%
iShares Convertible Bond ETF    (COM) 571,000 10,509 0.32%
Visa Inc.    (COM) V 565,000 3,507 0.32%
NextEra Energy, Inc.    (COM) NEE 559,000 2,323 0.31%
Alphabet Inc. Cap Stk Cl A    (COM) GOOGL 555,000 478 0.31%
Verizon Communications    (COM) VZ 550,000 10,231 0.31%
iShares Floating Rate Note    (COM) FLOT 534,000 10,963 0.30%
iShares Fallen Angels USD Bond ETF    (COM) 533,000 23,771 0.30%
Aspen Technology, Inc.    (COM) AZPN 530,000 5,571 0.30%
Mastercard Inc.    (COM) MA 506,000 2,096 0.28%
AT&T Inc Com    (COM) T 497,000 17,047 0.28%
SPDR SSgA Multi-Asset Real Return    (COM) RLY 468,000 24,487 0.26%
iShares Russell 2000 Index ETF    (COM) IWM 460,000 4,019 0.26%
Lam Research Corporation    (COM) LRCX 458,000 1,909 0.25%
iShares MBS ETF    (COM) MBB 457,000 4,139 0.25%
T-Mobile US, Inc.    (COM) TMUS 455,000 5,418 0.25%
Vanguard Small Cap ETF    (COM) VB 455,000 3,938 0.25%
Ansys, Inc.    (COM) ANSS 454,000 1,952 0.25%
Disney Walt Company    (COM) DIS 453,000 4,684 0.25%
Kimberly-Clark Corp.    (COM) KMB 442,000 3,453 0.25%
Emergent BioSolutions Inc    (COM) EBS 433,000 7,488 0.24%
Medtronic Inc.    (COM) MDT 413,000 4,579 0.23%
Fidelity National Information Services Inc    (COM) FIS 411,000 3,377 0.23%
General Mills, Inc.    (COM) GIS 404,000 7,657 0.22%
Accenture Ltd.    (COM) ACN 404,000 2,473 0.22%
PepsiCo    (COM) PEP 404,000 3,367 0.22%
Amazon.com Inc.    (COM) AMZN 402,000 206 0.22%
Tractor Supply Company    (COM) TSCO 398,000 4,709 0.22%
iShares 1-3 Yr Treasury Bond    (COM) SHY 391,000 4,510 0.22%
Zoetis Inc.    (COM) ZTS 391,000 3,322 0.22%
Mondelez International, Inc.    (COM) MDLZ 387,000 7,734 0.21%
iShares CMBS    (COM) CMBS 382,000 7,111 0.21%
Encompass Health Corporation    (COM) 377,000 5,880 0.21%
SPDR Portfolio Short Term Treasury ETF    (COM) SST 371,000 12,070 0.21%
J.P. Morgan Chase & Co.    (COM) JPM 369,000 4,103 0.20%
Comcast Corporation    (COM) CMCSA 369,000 10,734 0.20%
Best Buy Co. Inc.    (COM) BBY 366,000 6,420 0.20%
Hill Rom Hldgs Com    (COM) HRC 364,000 3,615 0.20%
iShares S&P MidCap 400    (COM) IJJ 354,000 3,222 0.20%
SPDR Portfolio Interm Term Corp Bd ETF    (COM) ITR 350,000 10,291 0.19%
Eaton Corp.    (COM) ETN 348,000 4,475 0.19%
First Trust High Yield Long/Short ETF    (COM) HYLS 346,000 8,248 0.19%
AbbVie Inc. Common Stock    (COM) ABBV 344,000 4,519 0.19%
Norfolk Southern Corp    (COM) NSC 339,000 2,323 0.19%
Akamai Technologies Inc.    (COM) AKAM 338,000 3,698 0.19%
Varian Medical Systems Inc    (COM) VAR 334,000 3,254 0.18%
Eversource Energy    (COM) ES 334,000 4,275 0.18%
iShares Barclays Short Treasury Bond    (COM) SHV 332,000 2,986 0.18%
SPDR Bloomberg Barclays High Yield Bond ETF    (COM) 329,000 3,477 0.18%
Vanguard Value ETF    (COM) VTV 327,000 3,675 0.18%
CDW Corporation    (COM) CDW 326,000 3,500 0.18%
Waste Management Inc.    (COM) WMI 318,000 3,431 0.18%
NVIDIA Corp.    (COM) NVDA 309,000 1,173 0.17%
iShares S&P Small Cap 600    (COM) IJR 309,000 5,501 0.17%
SPDR S&P International Small Cap    (COM) GWX 303,000 13,321 0.17%
IQVIA Holdings Inc    (COM) 299,000 2,774 0.16%
Morgan Stanley    (COM) MS 298,000 8,752 0.16%
WalMart    (COM) WMT 297,000 2,613 0.16%
DR Horton Inc.    (COM) DHI 294,000 8,636 0.16%
American Express Company    (COM) AXP 292,000 3,416 0.16%
WisdomTree US Quality Dividend Gr ETF    (COM) DGRW 289,000 7,428 0.16%
Pfizer Inc.    (COM) PFE 282,000 8,626 0.15%
Allison Transmission Holdings Inc    (COM) ALSN 282,000 8,651 0.15%
McDonald's Corp.    (COM) MCD 278,000 1,683 0.15%
iShares Morningstar Mid Growth Index    (COM) JKH 278,000 1,276 0.15%
Air Products & Chemicals Inc.    (COM) APD 274,000 1,372 0.15%
Conoco Phillips    (COM) COP 265,000 8,601 0.15%
Avery Dennison Corp.    (COM) AVY 264,000 2,587 0.14%
Facebook, Inc.    (COM) FB 257,000 1,541 0.14%
Duke Energy    (COM) DUK 255,000 3,155 0.14%
Truist Financial Corp    (COM) 244,000 7,920 0.13%
Hannon Armstrong Sustainable Infr Com    (COM) HASI 243,000 11,928 0.13%
AutoZone Inc.    (COM) AZO 239,000 283 0.13%
Dominion Energy, Inc.    (COM) D 223,000 3,093 0.12%
BCE Inc.    (COM) BCE 223,000 5,448 0.12%
American Tower Corp.    (COM) AMT 215,000 986 0.12%
SPDR Consumer Staples Select Sector    (COM) XLP 214,000 3,927 0.12%
CVS Corp    (COM) CVS 211,000 3,562 0.11%
Vanguard Total Stock Market ETF    (COM) VTI 211,000 1,635 0.11%
National Grid plc    (COM) 205,000 3,520 0.11%
SPDR Barclays Short Term Corp Bd ETF    (COM) SCPB 204,000 6,738 0.11%
Vodafone Air    (COM) VOD 199,000 14,448 0.11%
American Finance Trust Inc    (COM) 194,000 31,118 0.10%
Starwood Property Trust, Inc. (STWD)    (COM) STWD 169,000 16,460 0.09%
TWO RDS SHARED TR ANFIELD UNVL ETF    (COM) 115,000 11,841 0.06%
Nokia    (COM) NOK 63,000 20,275 0.03%
ArchRock inc    (COM) 44,000 11,570 0.02%
NCS Multistage Holding inc    (COM) 7,000 10,467 0.00%
Isracann Biosciences Inc    (COM) 4,000 19,700 0.00%
Nautilus Minerals Inc.    (COM) NUSMF 0 22,163 0.00%
Total Value As 2020-03-31: 176,463,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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