Prevail Innovative Wealth Advisors, LLC New Holdings 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
XYLD
Global X Fds S&P 500 Covered C

ETFs
110K
New
$40.86 - $43.42 $4.48M - $4.76M
110K $4.59B
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
XLF
Financial Sector Spdr

ETFs
74.3K
New
$44.89 - $51.34 $3.33M - $3.81M
74.3K $3.59B
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
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
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
SBLK
Star Bulk Carriers Corp.

Industrials
183K
New
$14.7 - $23.59 $2.7M - $4.33M
183K $2.74B
NTAP
Net App, Inc.

Technology
21.6K
New
$115.31 - $131.11 $2.49M - $2.83M
21.6K $2.5B
EPD
Enterprise Products Partners L.P.

Energy
63.4K
New
$28.66 - $34.43 $1.82M - $2.18M
63.4K $1.99B
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
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
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
IGR
Cbre Global Real Estate Income Fund

Financial Services
227K
New
$4.81 - $6.44 $1.09M - $1.46M
227K $1.09B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
12.7K
New
$50.73 - $51.08 $642K - $647K
12.7K $644M
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
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
VO
Vanguard Mid Cap ETF

ETFs
1.02K
New
$261.5 - $284.63 $266K - $290K
1.02K $269M
IEF
Ishares Barclays

ETFs
2.55K
New
$92.08 - $98.18 $235K - $250K
2.55K $235M
HON
Honeywell International Inc

Industrials
1.01K
New
$202.84 - $236.0 $204K - $238K
1.01K $228M
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
JNJ
Johnson & Johnson

Healthcare
1.45K
New
$143.34 - $165.86 $208K - $240K
1.45K $209M
EFC
Ellington Financial Inc.

Real Estate
15.9K
New
$11.92 - $12.81 $190K - $204K
15.9K $193M
KEY
Keycorp

Financial Services
10.7K
New
$16.21 - $19.97 $173K - $214K
10.7K $183M
NPCT
Nuveen Core Plus Impact Fund
14.8K
New
$10.48 - $11.85 $156K - $176K
14.8K $156M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
24.6K
New
$5.55 - $6.07 $136K - $149K
24.6K $139M
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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