Prevail Innovative Wealth Advisors, LLC Reduced Holdings in Q4 2024

Prevail Innovative Wealth Advisors, LLC

  • $345 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
-97.7K
- 45.77%
$80.13 - $83.77 $7.83M - $8.18M
116K $9.29B
AMZN
Amazon Com Inc

Consumer Cyclical
-26.6K
- 82.68%
$180.88 - $232.93 $4.81M - $6.2M
5.57K $1.22B
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-169K
- 57.33%
$20.04 - $22.53 $3.38M - $3.8M
126K $2.54B
MPLX
Mplx LP

Energy
-73.6K
- 93.45%
$43.77 - $51.66 $3.22M - $3.8M
5.16K $247M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-51.5K
- 35.26%
$57.53 - $60.83 $2.97M - $3.14M
94.6K $5.44B
USFR
Wisdomtree Floating Rate Treas

ETFs
-64.5K
- 63.91%
$50.23 - $50.46 $3.24M - $3.25M
36.4K $1.83B
JMBS
Janus Detroit Str Tr Henderson

ETFs
-49.7K
- 43.52%
$44.03 - $46.65 $2.19M - $2.32M
64.6K $2.85B
FLRN
Spdr Bloomberg Investment Grad

ETFs
-62.1K
- 72.14%
$30.67 - $30.84 $1.9M - $1.91M
24K $736M
HTGC
Hercules Capital, Inc.

Financial Services
-94.7K
- 61.01%
$18.53 - $20.22 $1.75M - $1.91M
60.5K $1.22B
CEG
Constellation Energy Corp

Utilities
-2.15K
- 12.04%
$224.28 - $285.52 $482K - $614K
15.7K $3.51B
IDV
Ishares Tr

ETFs
-7.05K
- 7.17%
$27.03 - $29.92 $191K - $211K
91.3K $2.5B
PFF
Ishares Trust Ishares Pfd And

ETFs
-8.29K
- 7.18%
$31.23 - $33.51 $259K - $278K
107K $3.37B
NMFC
New Mountain Finance Corp

Financial Services
-12.9K
- 6.74%
$10.68 - $11.94 $138K - $154K
178K $2.01B
BCAT
Black Rock Capital Allocation Trust

ETFs
-7.7K
- 6.72%
$15.1 - $16.65 $116K - $128K
107K $1.62B
HIGH
Simplify Exchange Traded Fds E
-4.93K
- 4.02%
N/A
118K $2.71B
ORCC
Owl Rock Capital Corp

Financial Services
-11.2K
- 8.34%
N/A
124K $1.87B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.12K
- 1.95%
$50.62 - $50.97 $56.5K - $56.9K
56K $2.84B
BIGZ
Black Rock Innovation & Growth Trust
-4.45K
- 1.69%
$7.43 - $8.08 $33K - $35.9K
258K $1.92B
VTI
Vanguard Total Stock Market Et

ETFs
-205
- 8.98%
$280.04 - $302.45 $57.4K - $62K
2.08K $602M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.95K
- 1.25%
$20.98 - $21.19 $41K - $41.4K
154K $3.24B
LOW
Lowes Companies Inc

Consumer Cyclical
-5
- 0.54%
$244.52 - $284.07 $1.22K - $1.42K
915 $226M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-824
- 6.21%
$20.6 - $20.71 $17K - $17.1K
12.4K $257M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-5.18K
- 1.35%
$15.97 - $16.79 $82.7K - $86.9K
377K $6.17B
JBBB
Janus Detroit Str Tr Henderson

ETFs
-137
- 0.24%
$48.59 - $49.45 $6.66K - $6.77K
57.3K $2.82B
JPM
Jpmorgan Chase & CO

Financial Services
-100
- 8.7%
$205.18 - $250.29 $20.5K - $25K
1.05K $252M
V
Visa Inc.

Financial Services
-20
- 1.91%
$273.87 - $320.91 $5.48K - $6.42K
1.03K $324M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-42
- 1.57%
$1146.59 - $1270.6 $48.2K - $53.4K
2.64K $3.13B
ARCC
Ares Capital Corp

Financial Services
-3.16K
- 2.35%
$20.74 - $22.27 $65.6K - $70.4K
131K $2.88B
TSLA
Tesla, Inc.

Consumer Cyclical
-154
- 11.99%
$213.65 - $479.86 $32.9K - $73.9K
1.13K $456M
BXSL
Blackstone Secured Lending Fund

Financial Services
-2.85K
- 2.98%
$29.25 - $33.27 $83.4K - $94.9K
92.7K $3B
PYCR
Paycor Hcm, Inc.

Technology
-15.4K
- 12.93%
$13.11 - $20.35 $202K - $313K
104K $1.92B
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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