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
STWD
Starwood Property Trust, Inc.

Real Estate
48.4K
+ 24.67%
$18.95 - $20.37 $916K - $985K
244K $4.63B
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
49.5K
New
$12.16 - $13.26 $602K - $656K
49.5K $625M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
19.4K
New
$29.73 - $30.81 $577K - $598K
19.4K $591M
HQH
Tekla Healthcare Investors

Financial Services
36.8K
New
$16.03 - $18.73 $590K - $689K
36.8K $590M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.47K
New
$126.68 - $134.74 $566K - $602K
4.47K $570M
XLC
Select Sector Spdr Tr Communic

ETFs
5.6K
New
$89.66 - $102.16 $502K - $572K
5.6K $542M
XLU
Utilities Sector Spdr

ETFs
6.48K
New
$74.89 - $82.93 $485K - $537K
6.48K $490M
XLRE
Select Sector Spdr Tr Real Est

ETFs
11.8K
New
$40.06 - $45.21 $472K - $533K
11.8K $480M
SCHX
Schwab Strategic Tr Us Large C

ETFs
19.7K
New
$22.4 - $68.28 $442K - $1.35M
19.7K $458M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
26K
+ 51.12%
$13.61 - $14.58 $354K - $379K
76.8K $1.11B
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
37.7K
+ 59.7%
N/A
101K $1.22B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.21K
+ 32.1%
$96.64 - $101.23 $407K - $426K
17.3K $1.68B
WMT
Walmart Inc.

Consumer Defensive
3.41K
New
$79.1 - $95.7 $269K - $326K
3.41K $308M
UPS
United Parcel Service Inc

Industrials
2.41K
New
$122.65 - $138.35 $296K - $333K
2.41K $304M
TFC
Truist Financial Corp

Financial Services
7K
New
$41.51 - $48.1 $290K - $337K
7K $304M
SRLN
Ssga Active Trust

ETFs
7.29K
+ 20.46%
$41.48 - $42.08 $302K - $307K
42.9K $1.79B
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
90.4K
+ 51.52%
$2.99 - $3.34 $270K - $302K
266K $832M
VO
Vanguard Mid Cap ETF

ETFs
1.02K
New
$261.5 - $284.63 $266K - $290K
1.02K $269M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4K
+ 27.4%
$63.58 - $71.15 $254K - $285K
18.6K $1.21B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
25.5K
+ 346.57%
$22.01 - $66.82 $561K - $1.7M
32.9K $746M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
572
+ 61.11%
$442.29 - $483.08 $253K - $276K
1.51K $684M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19.1K
+ 394.08%
$26.93 - $84.95 $514K - $1.62M
24K $654M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.76K
+ 25.09%
$90.31 - $106.37 $159K - $187K
8.77K $874M
IEF
Ishares Barclays

ETFs
2.55K
New
$92.08 - $98.18 $235K - $250K
2.55K $235M
ET
Energy Transfer LP

Energy
7.99K
+ 39.62%
$16.05 - $19.86 $128K - $159K
28.1K $551M
HON
Honeywell International Inc

Industrials
1.01K
New
$202.84 - $236.0 $204K - $238K
1.01K $228M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
32K
+ 17.24%
$8.36 - $8.71 $267K - $279K
217K $1.83B
KRP
Kimbell Royalty Partners, LP

Energy
12.9K
+ 21.69%
$15.38 - $16.83 $199K - $217K
72.5K $1.18B
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
14.5K
+ 31.61%
$23.41 - $25.88 $339K - $375K
60.4K $1.41B
MO
Altria Group, Inc.

Consumer Defensive
4.12K
New
$49.06 - $57.74 $202K - $238K
4.12K $215M
TNL
Travel & Leisure Co.

Consumer Cyclical
4.26K
New
$45.26 - $56.28 $193K - $240K
4.26K $215M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.97K
+ 18.73%
$77.86 - $79.27 $231K - $236K
18.8K $1.47B
JNJ
Johnson & Johnson

Healthcare
1.45K
New
$143.34 - $165.86 $208K - $240K
1.45K $209M
GOOGL
Alphabet Inc.

Communication Services
845
+ 49.21%
$161.86 - $196.66 $137K - $166K
2.56K $485M
GDV
Gabelli Dividend & Income Trust

Financial Services
8.66K
+ 22.71%
$23.77 - $25.59 $206K - $222K
46.8K $1.13B
Annaly Capital Management In
17.8K
+ 23.87%
N/A
92.4K $1.69B
EFC
Ellington Financial Inc.

Real Estate
15.9K
New
$11.92 - $12.81 $190K - $204K
15.9K $193M
VRIG
Invesco Actively Managed ETF F

ETFs
7.5K
+ 31.69%
$25.06 - $25.2 $188K - $189K
31.1K $782M
KEY
Keycorp

Financial Services
10.7K
New
$16.21 - $19.97 $173K - $214K
10.7K $183M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
15.8K
+ 21.68%
$13.12 - $13.68 $207K - $216K
88.6K $1.18B
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
14.7K
+ 18.28%
$12.51 - $13.59 $184K - $200K
95.3K $1.21B
DX
Dynex Capital Inc

Real Estate
14.5K
+ 18.19%
$12.07 - $12.72 $174K - $184K
93.9K $1.19B
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
49.3K
+ 18.98%
$3.86 - $4.04 $190K - $199K
309K $1.21B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
7.18K
+ 43.51%
$23.29 - $23.93 $167K - $172K
23.7K $555M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
26.5K
+ 24.3%
$8.21 - $8.88 $218K - $236K
136K $1.12B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
6.14K
+ 44.05%
$25.35 - $25.53 $156K - $157K
20.1K $511M
NPCT
Nuveen Core Plus Impact Fund
14.8K
New
$10.48 - $11.85 $156K - $176K
14.8K $156M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
6.6K
+ 34.43%
$24.19 - $24.63 $160K - $163K
25.8K $623M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.98K
+ 42.46%
$50.37 - $50.6 $150K - $151K
10K $504M
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
Track This Portfolio

Track Prevail Innovative Wealth Advisors, LLC Portfolio

Follow Prevail Innovative Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email