Prevail Innovative Wealth Advisors, LLC Incresed Positions in Q4 2024

Prevail Innovative Wealth Advisors, LLC

  • $345 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
8.19K
+ 104.1%
$567.81 - $607.81 $4.65M - $4.98M
16.1K $9.41B
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
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
SLB
Schlumberger Limited

Energy
93.5K
+ 133.65%
$36.83 - $45.59 $3.45M - $4.26M
164K $6.27B
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
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
29.3K
+ 71.18%
$98.47 - $109.35 $2.89M - $3.21M
70.6K $6.95B
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
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
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
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
68.1K
+ 42.07%
$17.93 - $18.8 $1.22M - $1.28M
230K $4.19B
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
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
STWD
Starwood Property Trust, Inc.

Real Estate
48.4K
+ 24.67%
$18.95 - $20.37 $916K - $985K
244K $4.63B
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
26K
+ 51.12%
$13.61 - $14.58 $354K - $379K
76.8K $1.11B
AVUS
American Centy ETF Tr Avantis

ETFs
3.53K
+ 26.1%
$94.36 - $102.06 $333K - $360K
17.1K $1.65B
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
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
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
ET
Energy Transfer LP

Energy
7.99K
+ 39.62%
$16.05 - $19.86 $128K - $159K
28.1K $551M
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
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.97K
+ 18.73%
$77.86 - $79.27 $231K - $236K
18.8K $1.47B
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
VRIG
Invesco Actively Managed ETF F

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