Prevail Innovative Wealth Advisors, LLC Incresed Positions in Q2 2025

Prevail Innovative Wealth Advisors, LLC

  • $446 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
34K
+ 400.04%
$172.42 - $223.89 $5.87M - $7.62M
42.5K $8.73B
NVDA
Nvidia Corp

Technology
3.96K
+ 5.82%
$94.31 - $157.99 $374K - $626K
72.1K $11.4B
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
AIT
Applied Industrial Technologies Inc

Industrials
8.93K
+ 75.55%
$206.03 - $243.28 $1.84M - $2.17M
20.7K $4.82B
IRM
Iron Mountain Inc

Real Estate
14.9K
+ 47.1%
$76.93 - $105.25 $1.15M - $1.57M
46.6K $4.78B
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
META
Meta Platforms, Inc.

Communication Services
941
+ 17.83%
$484.66 - $738.09 $456K - $695K
6.22K $4.59B
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
JEPI
J P Morgan Exchange Traded Fd

ETFs
23.5K
+ 26.2%
$51.14 - $57.0 $1.2M - $1.34M
113K $6.43B
ETN
Eaton Corp PLC

Industrials
280
+ 2.15%
$246.52 - $356.99 $69K - $100K
13.3K $4.76B
BNL
Broadstone Net Lease, Inc.

Real Estate
76.2K
+ 92.34%
$14.72 - $17.13 $1.12M - $1.3M
159K $2.55B
JMBS
Janus Detroit Str Tr Henderson

ETFs
24.7K
+ 63.75%
$43.89 - $45.45 $1.08M - $1.12M
63.5K $2.86B
ET
Energy Transfer LP

Energy
61K
+ 51.99%
$15.65 - $18.93 $954K - $1.15M
178K $3.23B
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
82.7K
+ 94.63%
$10.6 - $12.44 $876K - $1.03M
170K $2.11B
JBBB
Janus Detroit Str Tr Henderson

ETFs
22.1K
+ 39.51%
$46.79 - $48.56 $1.03M - $1.07M
78K $3.76B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
35.8K
+ 5.66%
$23.13 - $24.23 $829K - $868K
669K $16.2B
PANW
Palo Alto Networks Inc

Technology
4.15K
+ 183.15%
$152.44 - $204.64 $633K - $850K
6.42K $1.31B
JFR
Nuveen Floating Rate Income Fund

Financial Services
109K
+ 130.09%
$7.51 - $8.49 $815K - $921K
192K $1.63B
BAC
Bank Of America Corp

Financial Services
7.6K
+ 8.57%
$34.39 - $47.46 $261K - $361K
96.3K $4.56B
BSTZ
Black Rock Science & Technology Trust Ii

N/A
30.7K
+ 53.79%
$16.12 - $20.75 $494K - $636K
87.7K $1.82B
WFC
Wells Fargo & Company

Financial Services
3.95K
+ 7.79%
$60.98 - $80.12 $241K - $317K
54.7K $4.38B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
16.4K
+ 48.76%
$45.07 - $52.57 $737K - $860K
49.9K $2.44B
EFC
Ellington Financial Inc.

Real Estate
56.6K
+ 35.69%
$11.53 - $13.28 $653K - $752K
215K $2.8B
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
79.1K
+ 47.58%
$8.4 - $8.8 $665K - $696K
245K $2.15B
HQH
Tekla Healthcare Investors

Financial Services
41.1K
+ 65.94%
$14.14 - $16.32 $582K - $671K
104K $1.6B
AVEM
American Centy ETF Tr Avantis

ETFs
5.4K
+ 27.78%
$53.08 - $68.54 $287K - $370K
24.9K $1.7B
AVUS
American Centy ETF Tr Avantis

ETFs
3.51K
+ 17.47%
$81.38 - $100.82 $286K - $354K
23.6K $2.38B
JQC
Nuveen Credit Strategies Income Fund

Financial Services
92.8K
+ 35.45%
$4.83 - $5.39 $448K - $500K
355K $1.91B
NRZ
New Residential Investment Corp.

Real Estate
44.3K
+ 29.39%
N/A
195K $2.2B
GDV
Gabelli Dividend & Income Trust

Financial Services
14K
+ 24.58%
$21.11 - $26.01 $295K - $363K
70.7K $1.84B
AB
Alliancebernstein Holding L.P.

Financial Services
10.8K
+ 98.04%
$33.0 - $41.77 $356K - $451K
21.8K $891M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.06K
+ 15.46%
$83.67 - $109.12 $173K - $225K
15.4K $1.68B
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.3K
+ 17.61%
$52.31 - $63.72 $225K - $274K
28.7K $1.83B
VRIG
Invesco Actively Managed ETF F

ETFs
14K
+ 30.92%
$24.89 - $25.14 $348K - $352K
59.2K $1.48B
DFIV
Dimensional ETF Tr

ETFs
5.77K
+ 20.42%
$34.67 - $43.21 $200K - $249K
34K $1.46B
KEY
Keycorp

Financial Services
15.5K
+ 38.18%
$13.23 - $17.42 $206K - $271K
56.2K $980M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
18.9K
+ 14.29%
$14.97 - $16.79 $283K - $317K
151K $2.53B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.63K
+ 28.34%
$19.1 - $23.83 $184K - $230K
43.6K $1.04B
TNL
Travel & Leisure Co.

Consumer Cyclical
4.18K
+ 32.26%
$38.78 - $51.89 $162K - $217K
17.1K $884M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
15.5K
+ 15.66%
$11.53 - $13.87 $178K - $214K
114K $1.58B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.8K
+ 29.69%
$22.4 - $23.8 $241K - $256K
47K $1.12B
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
10.7K
+ 29.24%
$23.32 - $24.45 $250K - $262K
47.3K $1.16B
TFC
Truist Financial Corp

Financial Services
5.41K
+ 29.57%
$34.79 - $42.99 $188K - $233K
23.7K $1.02B
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
21K
+ 12.51%
$7.42 - $8.86 $156K - $186K
189K $1.68B
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
8.07K
+ 13.71%
$20.31 - $24.1 $164K - $194K
66.9K $1.61B
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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