Prevail Innovative Wealth Advisors, LLC Incresed Positions in Q1 2025

Prevail Innovative Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SRLN
Ssga Active Trust

ETFs
289K
+ 674.47%
$41.02 - $41.99 $11.9M - $12.2M
332K $13.7B
XOM
Exxon Mobil Corp

Energy
37.6K
+ 586.87%
$105.44 - $118.93 $3.96M - $4.47M
44K $5.23B
TMO
Thermo Fisher Scientific Inc.

Healthcare
6.94K
+ 1721.34%
$497.6 - $606.74 $3.45M - $4.21M
7.34K $3.65B
PWR
Quanta Services, Inc.

Industrials
14.3K
+ 130.82%
$236.71 - $358.03 $3.39M - $5.12M
25.2K $6.41B
VST
Vistra Corp.

Utilities
27.3K
+ 114.58%
$108.49 - $191.89 $2.96M - $5.24M
51.2K $6.01B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
111K
+ 21.22%
$23.9 - $24.43 $2.65M - $2.71M
633K $15.2B
MLM
Martin Marietta Materials Inc

Basic Materials
5.23K
+ 79.36%
$460.39 - $552.64 $2.41M - $2.89M
11.8K $5.65B
AMZN
Amazon Com Inc

Consumer Cyclical
12.4K
+ 221.75%
$190.26 - $242.06 $2.35M - $2.99M
17.9K $3.41B
MPLX
Mplx LP

Energy
35.4K
+ 685.54%
$47.88 - $54.65 $1.69M - $1.93M
40.5K $2.17B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
29.6K
+ 48.76%
$65.27 - $71.18 $1.93M - $2.1M
90.2K $5.98B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
24.1K
+ 34.11%
$89.18 - $104.04 $2.15M - $2.5M
94.6K $8.66B
ET
Energy Transfer LP

Energy
89.2K
+ 316.9%
$17.26 - $21.08 $1.54M - $1.88M
117K $2.18B
SLB
Schlumberger Limited

Energy
25K
+ 15.26%
$38.4 - $43.74 $958K - $1.09M
188K $7.88B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9.02K
+ 46.45%
$192.82 - $222.1 $1.74M - $2M
28.5K $5.49B
NVDA
Nvidia Corp

Technology
21.2K
+ 45.12%
$106.98 - $149.43 $2.26M - $3.16M
68.1K $7.38B
KRP
Kimbell Royalty Partners, LP

Energy
83K
+ 114.47%
$13.35 - $16.45 $1.11M - $1.36M
155K $2.18B
REM
Ishares Tr Mtg Real Estate ETF

ETFs
40.4K
+ 70.59%
$20.83 - $23.69 $843K - $958K
97.8K $2.19B
AGNC
Agnc Investment Corp.

Real Estate
83.2K
+ 42.89%
$9.12 - $10.54 $759K - $877K
277K $2.65B
STWD
Starwood Property Trust, Inc.

Real Estate
33.5K
+ 13.7%
$18.41 - $20.53 $616K - $687K
278K $5.49B
CEG
Constellation Energy Corp

Utilities
5.98K
+ 38.03%
$201.63 - $347.44 $1.2M - $2.08M
21.7K $4.37B
VCIT
Vanguard Intermediate Term Cor

ETFs
7.92K
+ 6.84%
$79.17 - $82.04 $627K - $649K
124K $10.1B
GOGL
Golden Ocean Group LTD

Industrials
117K
+ 66.1%
$7.66 - $10.06 $899K - $1.18M
295K $2.35B
PK
Park Hotels & Resorts Inc.

Real Estate
110K
+ 90.19%
$10.68 - $14.19 $1.17M - $1.56M
231K $2.47B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
36
+ 1.36%
$1187.71 - $1432.58 $42.8K - $51.6K
2.68K $3.83B
CVX
Chevron Corp

Energy
3.25K
+ 144.78%
$146.71 - $167.97 $476K - $545K
5.49K $918M
ABBV
Abb Vie Inc.

Healthcare
2.46K
+ 127.12%
$169.2 - $216.66 $416K - $532K
4.39K $919M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.38K
+ 31.07%
$95.85 - $99.25 $516K - $534K
22.7K $2.24B
JNJ
Johnson & Johnson

Healthcare
3.09K
+ 213.54%
$142.06 - $167.7 $439K - $519K
4.54K $753M
MO
Altria Group, Inc.

Consumer Defensive
8.32K
+ 202.09%
$50.81 - $60.02 $423K - $499K
12.4K $746M
CTO
Cto Realty Growth, Inc.

Real Estate
31.3K
+ 15.37%
$18.06 - $20.83 $565K - $652K
235K $4.53B
DFIV
Dimensional ETF Tr

ETFs
11.5K
+ 68.79%
$35.33 - $40.77 $407K - $469K
28.2K $1.11B
COP
Conocophillips

Energy
1.58K
+ 2.83%
$88.6 - $105.85 $140K - $167K
57.3K $6.02B
KEY
Keycorp

Financial Services
30K
+ 280.27%
$15.15 - $18.3 $454K - $549K
40.7K $651M
PULS
Pgim ETF Tr

ETFs
9.22K
+ 40.27%
$49.56 - $49.78 $457K - $459K
32.1K $1.6B
HON
Honeywell International Inc

Industrials
2.25K
+ 223.12%
$202.75 - $226.52 $456K - $509K
3.26K $690M
TFC
Truist Financial Corp

Financial Services
11.3K
+ 161.55%
$39.48 - $48.15 $446K - $544K
18.3K $753M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
37.9K
+ 76.52%
$11.85 - $13.1 $449K - $496K
87.4K $1.06B
UPS
United Parcel Service Inc

Industrials
4.24K
+ 176.06%
$109.66 - $136.26 $465K - $578K
6.65K $732M
HQH
Tekla Healthcare Investors

Financial Services
25.6K
+ 69.61%
$16.23 - $18.27 $416K - $468K
62.4K $1.01B
MSFT
Microsoft Corp

Technology
2.42K
+ 22.28%
$375.39 - $447.2 $908K - $1.08M
13.3K $4.98B
TNL
Travel & Leisure Co.

Consumer Cyclical
8.68K
+ 203.54%
$46.29 - $57.86 $402K - $502K
12.9K $599M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
4.59K
+ 52.34%
$91.68 - $109.93 $421K - $504K
13.4K $1.25B
IGR
Cbre Global Real Estate Income Fund

Financial Services
56.6K
+ 24.91%
$4.79 - $5.34 $271K - $302K
284K $1.46B
NPCT
Nuveen Core Plus Impact Fund
34K
+ 228.83%
$10.44 - $11.13 $355K - $378K
48.8K $522M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
25.4K
+ 27.56%
$11.34 - $12.23 $288K - $310K
117K $1.44B
VRIG
Invesco Actively Managed ETF F

ETFs
14.1K
+ 45.26%
$25.06 - $25.19 $353K - $355K
45.2K $1.13B
ASG
Liberty All Star Growth Fund Inc.

Financial Services
75.3K
+ 306.5%
$4.79 - $6.02 $361K - $453K
99.9K $488M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
30.5K
+ 22.48%
$8.25 - $8.79 $252K - $268K
166K $1.46B
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
18.8K
+ 18.69%
N/A
120K $1.55B
Activity Summary
Buys All Purchases 128 New Holdings 36 Increased Positions 92 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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