Founder and Owner

0001767151-24-000005.txt : 20241023 0001767151-24-000005.hdr.sgml : 20241023 20241023115505 ACCESSION NUMBER: 0001767151-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241023 DATE AS OF CHANGE: 20241023 EFFECTIVENESS DATE: 20241023 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Outlook Wealth Advisors, LLC CENTRAL INDEX KEY: 0001767151 ORGANIZATION NAME: IRS NUMBER: 453740218 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19162 FILM NUMBER: 241388331 BUSINESS ADDRESS: STREET 1: 224 ED ENGLISH DRIVE, STE A CITY: SHENANDOAH STATE: TX ZIP: 77385 BUSINESS PHONE: 2818721515 MAIL ADDRESS: STREET 1: 224 ED ENGLISH DRIVE, STE A CITY: SHENANDOAH STATE: TX ZIP: 77385 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001767151 XXXXXXXX 09-30-2024 09-30-2024 Outlook Wealth Advisors, LLC

224 ED ENGLISH DRIVE, STE A SHENANDOAH TX 77385

13F HOLDINGS REPORT 028-19162 000291465 801-113512 N James Allen Neuenschwander Founder and Owner 281-872-1515 James Allen Neuenschwander The Woodlands TX 10-23-2024 0 254 348245532 false INFORMATION TABLE 2 2024q313F.xml ABBVIE INC COM 00287Y109 243098 1231 SH SOLE 50 0 1181 ADOBE INC COM 00724F101 457718 884 SH SOLE 139 0 745 ADVANCED DRAIN SYS INC DEL COM 00790R104 328158 2088 SH SOLE 40 0 2048 ADVANCED MICRO DEVICES INC COM 007903107 271552 1655 SH SOLE 59 0 1596 AGILENT TECHNOLOGIES INC COM 00846U101 361424 2434 SH SOLE 45 0 2389 AIM ETF PRODUCTS TRUST ALLIANZIM US LRG 00888H687 7662515 268601 SH SOLE 79854 0 188747 AIM ETF PRODUCTS TRUST ALLIANZIM US LRG 00888H711 10260481 355722 SH SOLE 105799 0 249923 AIM ETF PRODUCTS TRUST US LRGCP B20 JUL 00888H406 4168336 120687 SH SOLE 35907 0 84780 ALPHABET INC CAP STK CL A 02079K305 2185162 13176 SH SOLE 495 0 12681 ALPHABET INC CAP STK CL C 02079K107 262154 1568 SH SOLE 1030 0 538 AMAZON COM INC COM 023135106 785008 4213 SH SOLE 1306 0 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ISHARES TR US HOME CONS ETF 464288752 1124233 8845 SH SOLE 221 0 8624 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 253215 4255 SH SOLE 1542 0 2713 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 398645 7835 SH SOLE 0 0 7835 JOHNSON & JOHNSON COM 478160104 1800000 11107 SH SOLE 9 0 11098 JOHNSON CTLS INTL PLC SHS G51502105 719606 9272 SH SOLE 143 0 9129 JPMORGAN CHASE & CO. 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SH SOLE 0 0 3868 SPDR SER TR PORTFOLIO S&P400 78464A847 485941 8887 SH SOLE 264 0 8623 SPDR SER TR PORTFOLIO S&P500 78464A854 502274 7440 SH SOLE 0 0 7440 SPDR SER TR PORTFOLIO S&P600 78468R853 668223 14683 SH SOLE 406 0 14277 SSGA ACTIVE TR SPDR SSGA FXD 78470P507 937661 35265 SH SOLE 1024 0 34241 SSGA ACTIVE TR SPDR SSGA US SCT 78470P408 2076718 40064 SH SOLE 1187 0 38877 STAG INDL INC COM 85254J102 292902 7493 SH SOLE 114 0 7379 STEWART INFORMATION SVCS COR COM 860372101 7449112 99667 SH SOLE 6 0 99661 SYNOPSYS INC COM 871607107 325102 642 SH SOLE 22 0 620 SYSCO CORP COM 871829107 643055 8238 SH SOLE 108 0 8130 T-MOBILE US INC COM 872590104 238365 1155 SH SOLE 117 0 1038 TAPESTRY INC COM 876030107 659816 14045 SH SOLE 450 0 13595 TE CONNECTIVITY PLC ORD SHS G87052109 362566 2401 SH SOLE 82 0 2319 TERADYNE INC COM 880770102 409433 3057 SH SOLE 58 0 2999 THE CIGNA GROUP COM 125523100 694684 2005 SH SOLE 29 0 1976 TJX COS INC NEW COM 872540109 658247 5600 SH SOLE 88 0 5512 UNION PAC 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