Prevail Innovative Wealth Advisors, LLC Purchases in Q4 2024

Prevail Innovative Wealth Advisors, LLC

  • $345 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
61.2K
New
$118.88 - $172.8 $7.28M - $10.6M
61.2K $7.39B
COP
Conocophillips

Energy
55.7K
New
$95.12 - $114.72 $5.3M - $6.39M
55.7K $5.52B
SPY
Spdr S&P 500 ETF Trust

ETFs
8.19K
+ 104.1%
$567.81 - $607.81 $4.65M - $4.98M
16.1K $9.41B
XYLD
Global X Fds S&P 500 Covered C

ETFs
110K
New
$40.86 - $43.42 $4.48M - $4.76M
110K $4.59B
VB
Vanguard Small Cap ETF

ETFs
17.5K
+ 126.7%
$233.76 - $261.58 $4.1M - $4.58M
31.4K $7.54B
AAPL
Apple Inc.

Technology
16.3K
+ 219.51%
$221.69 - $259.02 $3.62M - $4.23M
23.8K $5.96B
META
Meta Platforms, Inc.

Communication Services
6.6K
New
$554.08 - $632.68 $3.66M - $4.18M
6.6K $3.86B
DHR
Danaher Corp

Healthcare
16.4K
New
$226.16 - $274.52 $3.71M - $4.51M
16.4K $3.77B
LLY
Eli Lilly & CO

Healthcare
4.7K
New
$727.2 - $932.06 $3.42M - $4.38M
4.7K $3.63B
OKTA
Okta, Inc.

Technology
46K
New
$71.81 - $86.11 $3.3M - $3.96M
46K $3.62B
EGP
Eastgroup Properties Inc

Real Estate
22.1K
New
$158.74 - $185.14 $3.51M - $4.1M
22.1K $3.55B
CVE
Cenovus Energy Inc.

Energy
233K
New
$14.35 - $18.36 $3.34M - $4.27M
233K $3.53B
RSP
Invesco S&P 500 Equal Weight E

ETFs
20.9K
+ 59.26%
$174.22 - $187.62 $3.64M - $3.92M
56.2K $9.84B
Sharkninja Inc
36.1K
New
N/A
36.1K $3.52B
PWR
Quanta Services, Inc.

Industrials
10.9K
New
$296.05 - $346.6 $3.24M - $3.79M
10.9K $3.46B
MLM
Martin Marietta Materials Inc

Basic Materials
6.59K
New
$516.5 - $619.58 $3.4M - $4.08M
6.59K $3.4B
SLB
Schlumberger Limited

Energy
93.5K
+ 133.65%
$36.83 - $45.59 $3.45M - $4.26M
164K $6.27B
VST
Vistra Corp.

Utilities
23.8K
New
$115.74 - $166.61 $2.76M - $3.97M
23.8K $3.29B
EWMC
Invesco Exchange Traded Fd Tr

ETFs
27.6K
New
N/A
27.6K $3.12B
PFFA
Etfis Ser Tr I

ETFs
143K
+ 210.71%
$21.82 - $23.21 $3.12M - $3.31M
211K $4.61B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
118K
+ 29.32%
$24.13 - $24.45 $2.86M - $2.9M
523K $12.7B
SBLK
Star Bulk Carriers Corp.

Industrials
183K
New
$14.7 - $23.59 $2.7M - $4.33M
183K $2.74B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
29.3K
+ 71.18%
$98.47 - $109.35 $2.89M - $3.21M
70.6K $6.95B
NTAP
Net App, Inc.

Technology
21.6K
New
$115.31 - $131.11 $2.49M - $2.83M
21.6K $2.5B
CTO
Cto Realty Growth, Inc.

Real Estate
115K
+ 130.26%
$18.57 - $20.65 $2.14M - $2.38M
204K $4.01B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
45.6K
+ 141.11%
$46.48 - $51.32 $2.12M - $2.34M
77.9K $3.75B
NVDA
Nvidia Corp

Technology
12.6K
+ 36.56%
$117.0 - $148.88 $1.47M - $1.87M
46.9K $6.3B
EPD
Enterprise Products Partners L.P.

Energy
63.4K
New
$28.66 - $34.43 $1.82M - $2.18M
63.4K $1.99B
ADBE
Adobe Inc.

Technology
4.72K
+ 204.59%
$437.39 - $552.96 $2.07M - $2.61M
7.03K $3.13B
CHE
Chemed Corp

Healthcare
4.17K
+ 74.97%
$517.44 - $613.19 $2.16M - $2.55M
9.72K $5.15B
AGNC
Agnc Investment Corp.

Real Estate
194K
New
$9.21 - $10.59 $1.79M - $2.05M
194K $1.79B
GOGL
Golden Ocean Group LTD

Industrials
178K
New
$8.62 - $13.16 $1.53M - $2.34M
178K $1.59B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.81K
+ 42.61%
$198.04 - $221.51 $1.15M - $1.29M
19.4K $4.09B
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
134K
+ 710.22%
$10.1 - $12.06 $1.36M - $1.62M
153K $1.55B
JQC
Nuveen Credit Strategies Income Fund

Financial Services
225K
New
$5.64 - $5.93 $1.27M - $1.33M
225K $1.28B
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
145K
New
$8.22 - $9.44 $1.19M - $1.37M
145K $1.28B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
68.1K
+ 42.07%
$17.93 - $18.8 $1.22M - $1.28M
230K $4.19B
REM
Ishares Tr Mtg Real Estate ETF

ETFs
57.3K
New
$21.0 - $23.52 $1.2M - $1.35M
57.3K $1.22B
WDI
Western Asset Diversified Income Fund

ETFs
85.4K
New
$14.2 - $15.71 $1.21M - $1.34M
85.4K $1.22B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
18K
+ 42.23%
$65.67 - $69.79 $1.18M - $1.26M
60.6K $4.06B
AVSC
American Centy ETF Tr Avantis
20.5K
+ 13.88%
$52.7 - $59.57 $1.08M - $1.22M
168K $9.16B
IGR
Cbre Global Real Estate Income Fund

Financial Services
227K
New
$4.81 - $6.44 $1.09M - $1.46M
227K $1.09B
VZ
Verizon Communications Inc

Communication Services
25.2K
+ 337.47%
$39.6 - $45.21 $997K - $1.14M
32.6K $1.31B
PK
Park Hotels & Resorts Inc.

Real Estate
68.3K
+ 128.3%
$13.68 - $15.82 $934K - $1.08M
122K $1.71B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13.4K
+ 11.48%
$53.94 - $58.15 $724K - $781K
130K $7.35B
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
29.7K
+ 151.59%
$23.75 - $25.68 $705K - $763K
49.3K $1.19B
MSFT
Microsoft Corp

Technology
1.84K
+ 20.38%
$406.35 - $454.46 $747K - $835K
10.9K $4.58B
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
63.4K
+ 161.46%
$10.56 - $11.31 $669K - $717K
103K $1.1B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
12.7K
New
$50.73 - $51.08 $642K - $647K
12.7K $644M
Activity Summary
Buys All Purchases 122 New Holdings 47 Increased Positions 75 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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