Prevail Innovative Wealth Advisors, LLC Portfolio Holdings

Prevail Innovative Wealth Advisors, LLC

  • $283 Billion
  • Q2 2024

Prevail Innovative Wealth Advisors, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $283 Billion distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $9.53B, J P Morgan Exchange Traded Fd with a value of $8.67B, Wisdomtree Floating Rate Treas with a value of $7.02B, Franklin Templeton ETF Tr Libe with a value of $5.87B, and J P Morgan ETF Tr Nasdaq Equit with a value of $5.85B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $269B to 283B.

Prevail Innovative Wealth Advisors, LLC is based out at Leawood, KS

Below you can find more details about Prevail Innovative Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $283 Billion
ETFs: $98.1 Billion
Financial Services: $33.6 Billion
Energy: $32.3 Billion
Real Estate: $29.7 Billion
Technology: $24.6 Billion
Consumer Defensive: $18.5 Billion
Consumer Cyclical: $14.6 Billion
Industrials: $10.1 Billion
Other: $8.84 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.57B
$4.72 Billion 1.67% of portfolio
219,849
Q2 2024 Added 12.24%
$4.35B
$4.6 Billion 1.63% of portfolio
360,306
Q2 2024 Added 160.93%
$84.9B
$4.61 Billion 1.63% of portfolio
26,592
Q2 2024 Added 40.13%
$50.6B
$4.55 Billion 1.61% of portfolio
280,777
Q2 2024 Reduced 0.65%
$37.3B
$4.26 Billion 1.51% of portfolio
14,258
Q2 2024 New
$99.2B
$4.27 Billion 1.51% of portfolio
21,947
Q2 2024 Added 102.11%
$4.19B
$4.13 Billion 1.46% of portfolio
59,869
Q2 2024 Added 14.35%
$31.1B
$4.06 Billion 1.44% of portfolio
141,629
Q2 2024 Added 22.81%
$1.94T
$3.44 Billion 1.22% of portfolio
17,788
Q2 2024 Added 663.43%
$81.8B
$3.37 Billion 1.19% of portfolio
94,752
Q2 2024 New
$24.6B
$3.25 Billion 1.15% of portfolio
173,828
Q2 2024 New
$3.07B
$3.15 Billion 1.12% of portfolio
201,336
Q2 2024 Added 25.68%
$831M
$3.1 Billion 1.1% of portfolio
777,711
Q2 2024 Added 24.8%
$5.93B
$3.05 Billion 1.08% of portfolio
240,210
Q2 2024 Added 152.15%
$3.17B
$3.06 Billion 1.08% of portfolio
175,733
Q2 2024 New
$7.19B
$2.99 Billion 1.06% of portfolio
59,282
Q2 2024 New
$750M
$2.97 Billion 1.05% of portfolio
245,686
Q2 2024 New
$57.3B
$2.88 Billion 1.02% of portfolio
61,129
Q2 2024 New
$90B
$2.82 Billion 1.0% of portfolio
78,064
Q2 2024 New
$94B
$2.83 Billion 1.0% of portfolio
91,415
Q2 2024 New
$3.36B
$2.82 Billion 1.0% of portfolio
177,588
Q2 2024 Added 62.19%
$3.73B
$2.81 Billion 0.99% of portfolio
25,689
Q2 2024 Added 29.99%
$0
$2.81 Billion 0.99% of portfolio
376,070
Q2 2024 Added 307.67%
$291B
$2.79 Billion 0.99% of portfolio
17,856
Q2 2024 Added 19.53%
$63.3B
$2.77 Billion 0.98% of portfolio
95,623
Q2 2024 Reduced 3.05%
$483B
$2.77 Billion 0.98% of portfolio
6,268
Q2 2024 New
$12.9B
$2.71 Billion 0.96% of portfolio
32,400
Q2 2024 Added 12.62%
$5.08B
$2.73 Billion 0.96% of portfolio
249,892
Q2 2024 Added 14.61%
$5.99B
$2.64 Billion 0.94% of portfolio
44,371
Q2 2024 Added 19.4%
$27.7B
$2.62 Billion 0.93% of portfolio
52,422
Q2 2024 New
$25B
$2.62 Billion 0.93% of portfolio
55,227
Q2 2024 Added 16.22%
$3.76T
$2.6 Billion 0.92% of portfolio
12,346
Q2 2024 Added 75.82%
$185B
$2.53 Billion 0.9% of portfolio
64,631
Q2 2024 Added 25.17%
$5.61B
$2.45 Billion 0.87% of portfolio
24,948
Q2 2024 Added 16.98%
$6.44B
$2.44 Billion 0.86% of portfolio
18,836
Q2 2024 Added 12.78%
$1.15B
$2.37 Billion 0.84% of portfolio
193,840
Q2 2024 Reduced 3.59%
$5.77B
$2.32 Billion 0.82% of portfolio
10,988
Q2 2024 Added 26.71%
$5.98B
$2.24 Billion 0.79% of portfolio
12,044
Q2 2024 Added 12.89%
$11.7B
$2.16 Billion 0.77% of portfolio
7,917
Q2 2024 Added 29.74%
$48B
$2.14 Billion 0.76% of portfolio
9,581
Q2 2024 New
$179B
$2.09 Billion 0.74% of portfolio
4,613
Q2 2024 Reduced 52.41%
$138B
$2.01 Billion 0.71% of portfolio
6,413
Q2 2024 Added 14.09%
$0
$1.94 Billion 0.69% of portfolio
224,853
Q2 2024 Added 31.27%
$13.1B
$1.95 Billion 0.69% of portfolio
43,086
Q2 2024 Added 17.13%
$0
$1.93 Billion 0.68% of portfolio
267,027
Q2 2024 New
$31.6B
$1.93 Billion 0.68% of portfolio
6,552
Q2 2024 Added 19.85%
$567M
$1.88 Billion 0.66% of portfolio
119,222
Q2 2024 New
$73.9B
$1.88 Billion 0.66% of portfolio
1,776
Q2 2024 Reduced 2.79%
$29.7B
$1.56 Billion 0.55% of portfolio
17,443
Q2 2024 Reduced 23.28%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $283 Billion
  • Prior Value $269 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 40 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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