The Analysis of PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's Holdings
Currently, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds 188 types of securities in its portfolio with a total value $558.1M. In the most recent quarter, they have increased their positions in AVSC (+137.4K shares, valued at $8.1M), BKR (+139.5K shares, valued at $6.4M), PIT (+115.6K shares, valued at $6.1M); decreased their positions in LLY (-7.6K shares, valued at $8.2M), MU (-22.3K shares, valued at $6.4M), DELL (-27.2K shares, valued at $3.4M); initiated new positions in BKR (+139.5K shares, valued at $6.4M), PIT (+115.6K shares, valued at $6.1M), VST (+34.9K shares, valued at $5.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FLBL FRANKLIN TEMPLETON ETF TR721.6K shares-2.14%2025-12-312026-02-06
SRLN SSGA ACTIVE ETF TR374.9K shares3.40%2025-12-312026-02-06 TLTW ISHARES TR655.0K shares33.79%2025-12-312026-02-06 AVSC AMERICAN CENTY ETF TR188.5K shares269.15%2025-12-312026-02-06 XOM EXXON MOBIL CORP86.5K shares9.40%2025-12-312026-02-06 SPHQ INVESCO EXCHANGE TRADED FD T136.3K shares27.62%2025-12-312026-02-06 XMHQ INVESCO EXCHANGE TRADED FD T95.6K shares30.93%2025-12-312026-02-06 QQQM INVESCO EXCH TRADED FD TR II38.4K shares21.33%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR12.3K shares13.92%2025-12-312026-02-06 HELO J P MORGAN EXCHANGE TRADED F116.0K shares3.97%2025-12-312026-02-06 SPYI NEOS ETF TRUST135.4K shares4.16%2025-12-312026-02-06 VRTX VERTEX PHARMACEUTICALS INC15.6K shares2.72%2025-12-312026-02-06 SHLD GLOBAL X FDS108.9K shares0.38%2025-12-312026-02-06 META META PLATFORMS INC10.6K shares139.95%2025-12-312026-02-06 TLT ISHARES TR78.3K shares2.15%2025-12-312026-02-06 MSFT MICROSOFT CORP14.0K shares24.05%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.20.8K shares8.03%2025-12-312026-02-06 NVDA NVIDIA CORPORATION34.7K shares0.48%2025-12-312026-02-06 BKR BAKER HUGHES COMPANY139.5K sharesnew addition2025-12-312026-02-06 GEV GE VERNOVA INC9.5K shares6.19%2025-12-312026-02-06 PIT VANECK ETF TRUST115.6K sharesnew addition2025-12-312026-02-06 AMZN AMAZON COM INC26.4K shares4.22%2025-12-312026-02-06 SJNK SPDR SERIES TRUST238.2K shares161.76%2025-12-312026-02-06 MA MASTERCARD INCORPORATED10.5K shares9.90%2025-12-312026-02-06 PFFA ETFIS SER TR I263.0K shares88.31%2025-12-312026-02-06 VST VISTRA CORP34.9K sharesnew addition2025-12-312026-02-06 ICSH ISHARES TR110.8K shares85.75%2025-12-312026-02-06 EXLS EXLSERVICE HOLDINGS INC119.7K shares15.27%2025-12-312026-02-06 SCHW SCHWAB CHARLES CORP50.7K shares5.83%2025-12-312026-02-06 SPGI S&P GLOBAL INC9.5K shares16.66%2025-12-312026-02-06 AVDE AMERICAN CENTY ETF TR59.8K sharesnew addition2025-12-312026-02-06 EVR EVERCORE INC14.4K shares133.82%2025-12-312026-02-06 GE AEROSPACE GE AEROSPACE15.8K shares5.94%2025-12-312026-02-06 LHX L3HARRIS TECHNOLOGIES INC16.4K shares1.73%2025-12-312026-02-06 GFS GLOBALFOUNDRIES INC137.6K shares3.43%2025-12-312026-02-06 STRL STERLING INFRASTRUCTURE INC15.6K shares109.53%2025-12-312026-02-06 IHE ISHARES TR53.4K sharesnew addition2025-12-312026-02-06 HTGC HERCULES CAPITAL INC239.6K shares123.63%2025-12-312026-02-06 NRG NRG ENERGY INC28.2K shares7.76%2025-12-312026-02-06 GPIX GOLDMAN SACHS ETF TR84.1K sharesnew addition2025-12-312026-02-06 USDU WISDOMTREE TR171.2K shares3.34%2025-12-312026-02-06 JEPI J P MORGAN EXCHANGE TRADED F76.1K shares-36.85%2025-12-312026-02-06 SDSI AMERICAN CENTY ETF TR83.0K shares107.89%2025-12-312026-02-06 QYLD GLOBAL X FDS233.1K shares21.74%2025-12-312026-02-06 MPLX MPLX LP75.1K shares29.36%2025-12-312026-02-06 XYLD GLOBAL X FDS98.3K shares-28.46%2025-12-312026-02-06 WES WESTERN MIDSTREAM PARTNERS L99.7K shares30.93%2025-12-312026-02-06 QQA INVESCO ACTIVELY MANAGED EXC74.1K sharesnew addition2025-12-312026-02-06 EFAA INVESCO ACTIVELY MANAGED EXC72.4K sharesnew addition2025-12-312026-02-06 CCL CARNIVAL CORP128.1K sharesnew addition2025-12-312026-02-06 PAAA PGIM ETF TR75.1K shares92.57%2025-12-312026-02-06 MTZ MASTEC INC17.6K shares-11.90%2025-12-312026-02-06 WAB WABTEC17.9K shares8.58%2025-12-312026-02-06 AAPL APPLE INC14.0K shares-3.97%2025-12-312026-02-06 ORLY OREILLY AUTOMOTIVE INC40.3K shares0.24%2025-12-312026-02-06 MTBA SIMPLIFY EXCHANGE TRADED FUN72.5K sharesnew addition2025-12-312026-02-06 GLPI GAMING & LEISURE PPTYS INC79.8K shares22.80%2025-12-312026-02-06 VRT VERTIV HOLDINGS CO21.9K shares-28.21%2025-12-312026-02-06 JIII JANUS DETROIT STR TR69.1K sharesnew addition2025-12-312026-02-06 JSI JANUS DETROIT STR TR63.3K shares6.98%2025-12-312026-02-06 EFC ELLINGTON FINANCIAL INC241.3K shares4.98%2025-12-312026-02-06 REM ISHARES TR147.4K shares8.26%2025-12-312026-02-06 BALI BLACKROCK ETF TRUST102.7K sharesnew addition2025-12-312026-02-06 RSPA INVESCO ACTIVELY MANAGED EXC63.1K sharesnew addition2025-12-312026-02-06 AVUS AMERICAN CENTY ETF TR28.3K shares21.57%2025-12-312026-02-06 CLOA BLACKROCK ETF TRUST II59.6K shares25.21%2025-12-312026-02-06 EVSD MORGAN STANLEY ETF TRUST57.7K shares-3.48%2025-12-312026-02-06 ALPS ETF TR ALPS ETF TR61.0K shares27.45%2025-12-312026-02-06 BKLN INVESCO EXCH TRADED FD TR II134.1K shares4.20%2025-12-312026-02-06 NFJ VIRTUS DIVIDEND INTEREST & P211.5K shares7.40%2025-12-312026-02-06 AGGH SIMPLIFY EXCHANGE TRADED FUN130.7K sharesnew addition2025-12-312026-02-06 VRIG INVESCO ACTIVELY MANAGED EXC105.8K shares17.37%2025-12-312026-02-06 JPIE J P MORGAN EXCHANGE TRADED F57.0K shares14.59%2025-12-312026-02-06 SBAR SIMPLIFY EXCHANGE TRADED FUN97.1K sharesnew addition2025-12-312026-02-06 JPHY J P MORGAN EXCHANGE TRADED F50.0K sharesnew addition2025-12-312026-02-06 JMBS JANUS DETROIT STR TR52.4K shares-31.04%2025-12-312026-02-06 AVEM AMERICAN CENTY ETF TR30.8K shares30.37%2025-12-312026-02-06 KNG FIRST TR EXCHANGE-TRADED FD47.0K shares-24.86%2025-12-312026-02-06 JQC NUVEEN CR STRATEGIES INCOME453.9K shares5.46%2025-12-312026-02-06 AOD ABRDN TOTAL DYNAMIC DIVIDEND232.6K shares4.23%2025-12-312026-02-06 QGRO AMERICAN CENTY ETF TR19.8K shares31.17%2025-12-312026-02-06 EVT EATON VANCE TAX ADVT DIV INC88.7K shares8.06%2025-12-312026-02-06 JPST J P MORGAN EXCHANGE TRADED F44.0K shares37.54%2025-12-312026-02-06 AWF ALLIANCEBERNSTEIN GLOBAL HIG207.2K shares16.09%2025-12-312026-02-06 ETV EATON VANCE TAX-MANAGED BUY-153.0K shares6.60%2025-12-312026-02-06 CDX SIMPLIFY EXCHANGE TRADED FUN98.6K shares195.90%2025-12-312026-02-06 DFAS DIMENSIONAL ETF TRUST31.3K shares16.41%2025-12-312026-02-06 DPG DUFF & PHELPS UTLITY AND INF167.4K shares4.58%2025-12-312026-02-06 TFC TRUIST FINL CORP42.6K shares13.78%2025-12-312026-02-06 HQH ABRDN HEALTHCARE INVESTORS110.4K shares-5.77%2025-12-312026-02-06 KEY KEYCORP101.2K shares19.65%2025-12-312026-02-06 VRP INVESCO EXCH TRADED FD TR II85.6K shares13.84%2025-12-312026-02-06 TNL TRAVEL PLUS LEISURE CO29.3K shares11.15%2025-12-312026-02-06 WIW WESTERN AST INFL LKD OPP & I238.9K shares-26.87%2025-12-312026-02-06 EVV EATON VANCE LIMITED DURATION206.0K shares4.14%2025-12-312026-02-06 LMT LOCKHEED MARTIN CORP4.2K shares14.03%2025-12-312026-02-06 USB US BANCORP DEL38.1K shares17.17%2025-12-312026-02-06 RA BROOKFIELD REAL ASSETS INCOM155.7K shares4.68%2025-12-312026-02-06 JRI NUVEEN REAL ASSET INCOME & G148.0K shares-3.08%2025-12-312026-02-06 LNC LINCOLN NATL CORP IND45.1K shares10.46%2025-12-312026-02-06 TRIN TRINITY CAP INC136.8K shares8.06%2025-12-312026-02-06 CVS CVS HEALTH CORP25.1K shares6.49%2025-12-312026-02-06 NCZ VIRTUS CONVERTIBLE & INC FD144.5K shares19.45%2025-12-312026-02-06 JFR NUVEEN FLOATING RATE INCOME252.5K shares5.76%2025-12-312026-02-06 JBBB JANUS DETROIT STR TR40.5K shares-53.04%2025-12-312026-02-06 KYN KAYNE ANDERSON ENERGY INFRST152.7K shares23.13%2025-12-312026-02-06 BSJS INVESCO EXCH TRD SLF IDX FD85.8K shares23.03%2025-12-312026-02-06 WDI WESTERN ASSET DIVERSIFIED IN135.9K shares1.69%2025-12-312026-02-06 CVX CHEVRON CORP NEW12.2K shares8.58%2025-12-312026-02-06 VZ VERIZON COMMUNICATIONS INC45.4K shares9.34%2025-12-312026-02-06 EVRG EVERGY INC24.7K shares13.98%2025-12-312026-02-06 SPHY SPDR SERIES TRUST75.1K shares3.94%2025-12-312026-02-06 TGT TARGET CORP17.3K shares7.97%2025-12-312026-02-06 GPIQ GOLDMAN SACHS ETF TR31.3K shares-32.72%2025-12-312026-02-06 ABBV ABBVIE INC7.2K shares8.04%2025-12-312026-02-06 DFIV DIMENSIONAL ETF TRUST32.6K shares30.29%2025-12-312026-02-06 O REALTY INCOME CORP28.8K shares12.26%2025-12-312026-02-06 ALPHABET INC ALPHABET INC5.2K shares1.77%2025-12-312026-02-06 MO ALTRIA GROUP INC27.6K shares14.79%2025-12-312026-02-06 VICI VICI PPTYS INC53.2K shares11.51%2025-12-312026-02-06 MU MICRON TECHNOLOGY INC5.2K shares-81.05%2025-12-312026-02-06 STWD STARWOOD PPTY TR INC81.0K shares6.04%2025-12-312026-02-06 KORP AMERICAN CENTY ETF TR29.9K sharesnew addition2025-12-312026-02-06 AVIG AMERICAN CENTY ETF TR33.6K sharesnew addition2025-12-312026-02-06 DFIP DIMENSIONAL ETF TRUST33.8K sharesnew addition2025-12-312026-02-06 PFXF VANECK ETF TRUST79.1K sharesnew addition2025-12-312026-02-06 QQQI NEOS ETF TRUST25.5K sharesnew addition2025-12-312026-02-06 IYRI NEOS ETF TRUST28.1K sharesnew addition2025-12-312026-02-06 BXSL BLACKSTONE SECD LENDING FD51.8K shares-35.13%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON6.5K shares8.92%2025-12-312026-02-06 SCHB SCHWAB STRATEGIC TR51.2K shares13.97%2025-12-312026-02-06 USFR WISDOMTREE TR26.7K shares7.92%2025-12-312026-02-06 BNDX VANGUARD CHARLOTTE FDS25.2K shares39.66%2025-12-312026-02-06 RAAX VANECK ETF TRUST32.8K shares25.39%2025-12-312026-02-06 DELL DELL TECHNOLOGIES INC9.1K shares-74.94%2025-12-312026-02-06 PULS PGIM ETF TR22.0K shares-58.72%2025-12-312026-02-06 IBIT ISHARES BITCOIN TRUST ETF21.9K shares138.40%2025-12-312026-02-06 VTI VANGUARD INDEX FDS3.2K shares145.21%2025-12-312026-02-06 VCSH VANGUARD SCOTTSDALE FDS12.8K shares16.34%2025-12-312026-02-06 SPDW SPDR INDEX SHS FDS22.3K shares7.63%2025-12-312026-02-06 BTZ BLACKROCK CR ALLOCATION INCO91.2K shares75.18%2025-12-312026-02-06 VNLA JANUS DETROIT STR TR17.8K shares18.60%2025-12-312026-02-06 DIAX NUVEEN DOW 30 DYNMC OVERWRT57.0K shares52.91%2025-12-312026-02-06 HON HONEYWELL INTL INC4.2K shares24.51%2025-12-312026-02-06 BUFR FIRST TR EXCHNG TRADED FD VI19.4K shares0.00%2025-12-312026-02-06 CII BLACKROCK ENHANCED LARGE CAP27.7K shares30.21%2025-12-312026-02-06 PANW PALO ALTO NETWORKS INC3.3K shares-84.44%2025-12-312026-02-06 GS GOLDMAN SACHS GROUP INC671 shares0.75%2025-12-312026-02-06 V VISA INC1.7K shares1.20%2025-12-312026-02-06 VGIT VANGUARD SCOTTSDALE FDS9.6K sharesnew addition2025-12-312026-02-06 IEF ISHARES TR5.2K sharesnew addition2025-12-312026-02-06 WMT WALMART INC4.4K shares1.38%2025-12-312026-02-06 SCHZ SCHWAB STRATEGIC TR20.3K shares33.28%2025-12-312026-02-06 TSLA TESLA INC913 shares0.44%2025-12-312026-02-06 ET ENERGY TRANSFER L P24.1K shares-86.14%2025-12-312026-02-06 LLY ELI LILLY & CO367 shares-95.40%2025-12-312026-02-06 AMD ADVANCED MICRO DEVICES INC1.8K shares12.67%2025-12-312026-02-06 IEFA ISHARES TR4.2K shares-2.00%2025-12-312026-02-06 SCHD SCHWAB STRATEGIC TR12.8K sharesnew addition2025-12-312026-02-06 VUG VANGUARD INDEX FDS702 shares11.43%2025-12-312026-02-06 BSCS INVESCO EXCH TRD SLF IDX FD16.5K shares31.51%2025-12-312026-02-06 BRO BROWN & BROWN INC4.2K shares2.49%2025-12-312026-02-06 IWF ISHARES TR699 sharesnew addition2025-12-312026-02-06 VO VANGUARD INDEX FDS1.1K shares3.13%2025-12-312026-02-06 JEPQ J P MORGAN EXCHANGE TRADED F5.2K shares-3.03%2025-12-312026-02-06 HD HOME DEPOT INC862 shares0.94%2025-12-312026-02-06 TMO THERMO FISHER SCIENTIFIC INC510 shares4.94%2025-12-312026-02-06 VTV VANGUARD INDEX FDS1.5K shares12.03%2025-12-312026-02-06 ORCL ORACLE CORP1.3K shares1.99%2025-12-312026-02-06 ITOT ISHARES TR1.6K shares-3.26%2025-12-312026-02-06 ADX ADAMS DIVERSIFIED EQUITY FD9.8K shares-87.47%2025-12-312026-02-06 SCHF SCHWAB STRATEGIC TR9.3K sharesnew addition2025-12-312026-02-06 BROADCOM INC BROADCOM INC629 sharesnew addition2025-12-312026-02-06 WM WASTE MGMT INC DEL990 sharesnew addition2025-12-312026-02-06 COP CONOCOPHILLIPS2.3K shares-2.78%2025-12-312026-02-06 SO SOUTHERN CO2.4K shares-0.33%2025-12-312026-02-06 VGT VANGUARD WORLD FD269 shares0.00%2025-12-312026-02-06 AGNC AGNC INVT CORP11.9K shares-95.94%2025-12-312026-02-06 PSQH PSQ HOLDINGS INC115.8K shares0.00%2025-12-312026-02-06 BEEP MOBILE INFRASTRUCTURE CORP17.3K shares0.00%2025-12-312026-02-06 CLIR CLEARSIGN TECHNOLOGIES CORP38.3K shares0.00%2025-12-312026-02-06 CUE CUE BIOPHARMA INC19.0K shares0.00%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available