Prevail Innovative Wealth Advisors, LLC Portfolio Holdings

Prevail Innovative Wealth Advisors, LLC

  • $345 Billion
  • Q4 2024

Prevail Innovative Wealth Advisors, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $345 Billion distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Franklin Templeton ETF Tr Libe with a value of $12.7B, Invesco S&P 500 Equal Weight E with a value of $9.84B, Spdr S&P 500 ETF Trust with a value of $9.41B, Vanguard Intermediate Term Cor with a value of $9.29B, and American Centy ETF Tr Avantis with a value of $9.16B.

Examining the 13F form we can see an increase of $17.1B in the current position value, from $328B to 345B.

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 $345 Billion
ETFs: $162 Billion
Financial Services: $38.4 Billion
Technology: $36.2 Billion
Energy: $21.9 Billion
Real Estate: $18.6 Billion
Healthcare: $13.3 Billion
Communication Services: $8.78 Billion
Industrials: $8.38 Billion
Other: $16.2 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$180B
$7.39 Billion 2.14% of portfolio
61,221
Q4 2024 New
$58.8B
$6.27 Billion 1.82% of portfolio
163,532
Q4 2024 Added 133.65%
$125B
$5.52 Billion 1.6% of portfolio
55,705
Q4 2024 New
$147B
$3.77 Billion 1.09% of portfolio
16,416
Q4 2024 New
$14.9B
$3.62 Billion 1.05% of portfolio
45,984
Q4 2024 New
$29.4B
$3.53 Billion 1.02% of portfolio
232,692
Q4 2024 New
$102B
$3.51 Billion 1.02% of portfolio
15,712
Q4 2024 Reduced 12.04%
$42.7B
$3.46 Billion 1.0% of portfolio
10,934
Q4 2024 New
$32.3B
$3.4 Billion 0.99% of portfolio
6,589
Q4 2024 New
$69.4B
$3.29 Billion 0.95% of portfolio
23,841
Q4 2024 New
$83.2B
$3.13 Billion 0.91% of portfolio
2,640
Q4 2024 Reduced 1.57%
$154B
$3.13 Billion 0.91% of portfolio
83,386
Q4 2024 Added 11.62%
$25.6B
$2.5 Billion 0.72% of portfolio
21,551
Q4 2024 New
$71.6B
$1.99 Billion 0.58% of portfolio
63,351
Q4 2024 New
$30.9B
$1.78 Billion 0.52% of portfolio
17,443
Q2 2024 Reduced 23.28%
$13.5B
$1.61 Billion 0.47% of portfolio
94,107
Q4 2024 Added 9.98%
$60.7B
$551 Million 0.16% of portfolio
28,139
Q4 2024 Added 39.62%
$58.9B
$392 Million 0.11% of portfolio
2,152
Q4 2024 Added 45.8%
$79.5B
$357 Million 0.1% of portfolio
1,739
Q4 2024 Added 6.23%
$83.4B
$304 Million 0.09% of portfolio
2,410
Q4 2024 New
$61.5B
$304 Million 0.09% of portfolio
6,998
Q4 2024 New
$138B
$228 Million 0.07% of portfolio
1,008
Q4 2024 New
$53B
$247 Million 0.07% of portfolio
5,159
Q4 2024 Reduced 93.45%
$155B
$226 Million 0.07% of portfolio
915
Q4 2024 Reduced 0.54%
$95.6B
$215 Million 0.06% of portfolio
4,116
Q4 2024 New
$16.4B
$183 Million 0.05% of portfolio
10,702
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $345 Billion
  • Prior Value $328 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 47 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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