Prevail Innovative Wealth Advisors, LLC New Holdings in Q1 2025

Prevail Innovative Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
67.4K
New
N/A
67.4K $4.87B
PHM
Pultegroup Inc

Consumer Cyclical
38.4K
New
$101.09 - $118.51 $3.88M - $4.55M
38.4K $3.94B
BAC
Bank Of America Corp

Financial Services
88.7K
New
$39.61 - $47.74 $3.51M - $4.23M
88.7K $3.7B
WFC
Wells Fargo & Company

Financial Services
50.7K
New
$66.78 - $81.42 $3.39M - $4.13M
50.7K $3.64B
ETN
Eaton Corp PLC

Industrials
13K
New
$271.83 - $371.23 $3.55M - $4.84M
13K $3.55B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
15.7K
New
$175.5 - $209.86 $2.75M - $3.29M
15.7K $2.85B
GS
Goldman Sachs Group Inc

Financial Services
5.17K
New
$524.81 - $672.19 $2.71M - $3.47M
5.17K $2.82B
IRM
Iron Mountain Inc

Real Estate
31.6K
New
$82.79 - $111.31 $2.62M - $3.52M
31.6K $2.72B
AIT
Applied Industrial Technologies Inc

Industrials
11.8K
New
$218.93 - $269.18 $2.59M - $3.18M
11.8K $2.66B
MTZ
Mastec Inc

Industrials
22K
New
$108.66 - $160.79 $2.39M - $3.53M
22K $2.56B
DOW
Dow Inc.

Basic Materials
70.8K
New
$34.36 - $41.92 $2.43M - $2.97M
70.8K $2.47B
Coherent Corp
37.9K
New
N/A
37.9K $2.46B
VICI
Vici Properties Inc.

Real Estate
66.5K
New
$28.21 - $32.68 $1.88M - $2.17M
66.5K $2.17B
CRDO
Credo Technology Group Holding LTD

Technology
49.9K
New
$39.45 - $85.5 $1.97M - $4.27M
49.9K $2B
NRZ
New Residential Investment Corp.

Real Estate
151K
New
N/A
151K $1.72B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
33.6K
New
$49.22 - $51.73 $1.65M - $1.74M
33.6K $1.7B
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
83.8K
New
$20.2 - $20.86 $1.69M - $1.75M
83.8K $1.69B
BNL
Broadstone Net Lease, Inc.

Real Estate
82.5K
New
$15.2 - $17.25 $1.25M - $1.42M
82.5K $1.41B
AVEM
American Centy ETF Tr Avantis

ETFs
19.5K
New
$57.11 - $62.4 $1.11M - $1.21M
19.5K $1.17B
SDSI
American Centy ETF Tr Short Du
20.5K
New
N/A
20.5K $1.05B
BSTZ
Black Rock Science & Technology Trust Ii

N/A
57K
New
$17.74 - $22.07 $1.01M - $1.26M
57K $1.01B
PMT
Penny Mac Mortgage Investment Trust

Real Estate
63.1K
New
$12.0 - $14.77 $757K - $932K
63.1K $925M
MDLZ
Mondelez International, Inc.

Consumer Defensive
11.1K
New
$56.12 - $68.15 $622K - $755K
11.1K $752M
JFR
Nuveen Floating Rate Income Fund

Financial Services
83.4K
New
$8.41 - $9.05 $702K - $755K
83.4K $707M
O
Realty Income Corp

Real Estate
12.1K
New
$51.67 - $58.49 $624K - $707K
12.1K $701M
MLPA
Global X Mlp ETF

ETFs
12.9K
New
$49.83 - $54.53 $641K - $701K
12.9K $685M
NTR
Nutrien Ltd.

Basic Materials
13.4K
New
$45.28 - $53.84 $607K - $722K
13.4K $666M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
21.4K
New
$27.52 - $33.6 $590K - $720K
21.4K $639M
RAAX
Vaneck ETF Trust Inflation All

ETFs
20.3K
New
$28.3 - $30.43 $574K - $617K
20.3K $617M
XLK
Technology Sector Spdr

ETFs
2.59K
New
$206.38 - $242.18 $533K - $626K
2.59K $534M
OGN
Organon & Co.

Healthcare
30.3K
New
$14.29 - $16.41 $432K - $497K
30.3K $451M
AB
Alliancebernstein Holding L.P.

Financial Services
11K
New
$35.0 - $40.73 $386K - $449K
11K $422M
PR
Permian Resources Corporation

Energy
30.2K
New
$12.33 - $16.0 $372K - $483K
30.2K $418M
IVV
Ishares Core S&P 500 ETF

ETFs
461
New
$554.06 - $615.85 $255K - $284K
461 $259M
SO
Southern CO

Utilities
2.41K
New
$80.96 - $92.96 $195K - $224K
2.41K $221M
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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