Prevail Innovative Wealth Advisors, LLC Purchases in Q2 2025

Prevail Innovative Wealth Advisors, LLC

  • $446 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
309K
New
N/A
309K $7.16B
AAPL
Apple Inc.

Technology
34K
+ 400.04%
$172.42 - $223.89 $5.87M - $7.62M
42.5K $8.73B
CHK
Chesapeake Energy Corp

Energy
51.9K
New
N/A
51.9K $6.07B
PLD
Prologis, Inc.

Real Estate
57.1K
New
$89.76 - $112.34 $5.13M - $6.42M
57.1K $6.01B
LHX
L3 Harris Technologies, Inc.

Industrials
22.7K
New
$200.21 - $256.99 $4.55M - $5.84M
22.7K $5.7B
OXY
Occidental Petroleum Corp

Energy
130K
New
$36.11 - $49.33 $4.7M - $6.42M
130K $5.47B
SNPS
Synopsys Inc

Technology
10.2K
New
$380.9 - $517.66 $3.89M - $5.29M
10.2K $5.23B
KO
Coca Cola CO

Consumer Defensive
66.2K
New
$68.37 - $73.9 $4.53M - $4.89M
66.2K $4.68B
NKE
Nike, Inc.

Consumer Cyclical
61.7K
New
$53.27 - $72.04 $3.29M - $4.45M
61.7K $4.39B
Arista Networks Inc
40.9K
New
N/A
40.9K $4.19B
Tko Group Holdings Inc
21.7K
New
N/A
21.7K $3.95B
SPGI
S&P Global Inc.

Financial Services
7.26K
New
$438.31 - $527.29 $3.18M - $3.83M
7.26K $3.83B
CRM
Salesforce, Inc.

Technology
14K
New
$236.26 - $291.15 $3.31M - $4.08M
14K $3.83B
CPT
Camden Property Trust

Real Estate
31.8K
New
$106.53 - $122.8 $3.39M - $3.9M
31.8K $3.58B
FRT
Federal Realty Investment Trust

Real Estate
37.2K
New
$83.56 - $99.08 $3.11M - $3.68M
37.2K $3.53B
Morgan Stanley ETF Trust
55.8K
New
N/A
55.8K $2.85B
DHI
Horton D R Inc

Consumer Cyclical
21.1K
New
$115.1 - $129.63 $2.43M - $2.74M
21.1K $2.72B
DELL
Dell Technologies Inc.

Technology
11.6K
+ 42.31%
$71.63 - $125.98 $828K - $1.46M
38.9K $4.77B
PHM
Pultegroup Inc

Consumer Cyclical
20.4K
+ 53.18%
$92.02 - $106.54 $1.88M - $2.17M
58.7K $6.2B
XOM
Exxon Mobil Corp

Energy
25.1K
+ 56.99%
$99.93 - $119.04 $2.5M - $2.98M
69K $7.44B
Janus Detroit Str Tr
41.7K
New
N/A
41.7K $2.19B
AIT
Applied Industrial Technologies Inc

Industrials
8.93K
+ 75.55%
$206.03 - $243.28 $1.84M - $2.17M
20.7K $4.82B
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
44K
New
$45.92 - $50.78 $2.02M - $2.24M
44K $2.06B
Blackrock ETF Trust Ii
39.6K
New
N/A
39.6K $2.05B
IRM
Iron Mountain Inc

Real Estate
14.9K
+ 47.1%
$76.93 - $105.25 $1.15M - $1.57M
46.6K $4.78B
Global X Fds
33.9K
New
N/A
33.9K $2.04B
LYB
Lyondell Basell Industries N.V.

Basic Materials
35.3K
New
$53.23 - $70.65 $1.88M - $2.49M
35.3K $2.04B
Annaly Capital Management In
105K
New
N/A
105K $1.97B
AMZN
Amazon Com Inc

Consumer Cyclical
6.46K
+ 36.04%
$167.32 - $223.3 $1.08M - $1.44M
24.4K $5.35B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.27K
+ 15.02%
$171.4 - $227.1 $732K - $970K
32.7K $7.43B
CTRA
Coterra Energy Inc.

Energy
71.3K
New
$22.6 - $29.07 $1.61M - $2.07M
71.3K $1.81B
ENB
Enbridge Inc

Energy
37.1K
New
$41.09 - $47.16 $1.52M - $1.75M
37.1K $1.68B
EPD
Enterprise Products Partners L.P.

Energy
52.3K
New
$28.95 - $34.22 $1.51M - $1.79M
52.3K $1.62B
Pgim ETF Tr
31.4K
New
N/A
31.4K $1.61B
HTGC
Hercules Capital, Inc.

Financial Services
88.1K
New
$16.24 - $19.1 $1.43M - $1.68M
88.1K $1.61B
MBB
Ishares Tr

ETFs
17K
New
$91.41 - $94.22 $1.56M - $1.6M
17K $1.6B
SJNK
Spdr Bloomberg Short Term High

ETFs
61.2K
New
$24.12 - $25.48 $1.48M - $1.56M
61.2K $1.56B
META
Meta Platforms, Inc.

Communication Services
941
+ 17.83%
$484.66 - $738.09 $456K - $695K
6.22K $4.59B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
32.4K
+ 96.48%
$45.3 - $50.64 $1.47M - $1.64M
65.9K $3.24B
BXSL
Blackstone Secured Lending Fund

Financial Services
48.3K
New
$26.88 - $32.74 $1.3M - $1.58M
48.3K $1.48B
BMY
Bristol Myers Squibb CO

Healthcare
31.7K
New
$44.12 - $59.6 $1.4M - $1.89M
31.7K $1.47B
PMT
Penny Mac Mortgage Investment Trust

Real Estate
120K
+ 189.93%
$12.07 - $14.61 $1.45M - $1.75M
183K $2.35B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
13.7K
+ 15.2%
$59.24 - $71.39 $812K - $979K
104K $7.4B
JPIE
J P Morgan Exchange Traded Fd
29.7K
New
$45.12 - $46.32 $1.34M - $1.37M
29.7K $1.37B
JEPI
J P Morgan Exchange Traded Fd

ETFs
23.5K
+ 26.2%
$51.14 - $57.0 $1.2M - $1.34M
113K $6.43B
Virtus Convertible & Inc Fd
99.5K
New
N/A
99.5K $1.28B
CSWC
Capital Southwest Corp

Financial Services
56.4K
New
$17.99 - $22.44 $1.01M - $1.27M
56.4K $1.24B
ETN
Eaton Corp PLC

Industrials
280
+ 2.15%
$246.52 - $356.99 $69K - $100K
13.3K $4.76B
ALEX
Alexander & Baldwin, Inc.

Real Estate
64.9K
New
$16.0 - $18.38 $1.04M - $1.19M
64.9K $1.16B
Activity Summary
Buys All Purchases 147 New Holdings 65 Increased Positions 82 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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