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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.19B
$5.15 Billion 1.49% of portfolio
9,723
Q4 2024 Added 74.97%
$6.01B
$4.63 Billion 1.34% of portfolio
244,381
Q4 2024 Added 24.67%
$7.79B
$3.55 Billion 1.03% of portfolio
22,125
Q4 2024 New
$5.58B
$3 Billion 0.87% of portfolio
92,708
Q4 2024 Reduced 2.98%
$2.44B
$2.54 Billion 0.74% of portfolio
125,682
Q4 2024 Reduced 57.33%
$3.9B
$1.92 Billion 0.56% of portfolio
103,613
Q4 2024 Reduced 12.93%
$5.27B
$1.87 Billion 0.54% of portfolio
123,553
Q4 2024 Reduced 8.34%
$5.61B
$1.79 Billion 0.52% of portfolio
193,927
Q4 2024 New
$2.86B
$1.71 Billion 0.5% of portfolio
121,517
Q4 2024 Added 128.3%
$2.66B
$1.22 Billion 0.35% of portfolio
60,513
Q4 2024 Reduced 61.01%
$4.51B
$215 Million 0.06% of portfolio
4,264
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
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