Prevail Innovative Wealth Advisors, LLC New Holdings 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
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
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
Janus Detroit Str Tr
41.7K
New
N/A
41.7K $2.19B
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
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
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
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
JPIE
J P Morgan Exchange Traded Fd
29.7K
New
$45.12 - $46.32 $1.34M - $1.37M
29.7K $1.37B
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
ALEX
Alexander & Baldwin, Inc.

Real Estate
64.9K
New
$16.0 - $18.38 $1.04M - $1.19M
64.9K $1.16B
LXP
Lxp Industrial Trust

Real Estate
135K
New
$7.22 - $8.85 $975K - $1.19M
135K $1.11B
LMT
Lockheed Martin Corp

Industrials
2.26K
New
$430.82 - $486.45 $971K - $1.1M
2.26K $1.04B
S
Sentinel One, Inc.

Technology
52.3K
New
$16.17 - $20.34 $846K - $1.06M
52.3K $956M
OKE
Oneok Inc

Energy
11.6K
New
$78.71 - $100.37 $913K - $1.16M
11.6K $947M
FTNT
Fortinet, Inc.

Technology
8.87K
New
$84.71 - $108.69 $751K - $964K
8.87K $937M
OKTA
Okta, Inc.

Technology
9.18K
New
$91.24 - $127.3 $838K - $1.17M
9.18K $918M
ZS
Zscaler, Inc.

Technology
2.71K
New
$174.67 - $315.32 $473K - $855K
2.71K $851M
CYBR
Cyber Ark Software Ltd.

Technology
2.06K
New
$305.98 - $406.88 $631K - $839K
2.06K $839M
CVS
Cvs Health Corp

Healthcare
12.1K
New
$60.04 - $70.18 $729K - $852K
12.1K $838M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.63K
New
$321.63 - $509.31 $524K - $830K
1.63K $830M
LNC
Lincoln National Corp

Financial Services
21.6K
New
$28.95 - $37.27 $624K - $804K
21.6K $746M
EVRG
Evergy, Inc.

Utilities
10.7K
New
$64.06 - $69.64 $688K - $748K
10.7K $741M
USB
Us Bancorp \De\

Financial Services
16.3K
New
$36.4 - $45.76 $593K - $745K
16.3K $737M
TGT
Target Corp

Consumer Defensive
7.44K
New
$88.76 - $105.77 $660K - $787K
7.44K $734M
ES
Eversource Energy

Utilities
11.1K
New
$54.25 - $65.89 $601K - $730K
11.1K $705M
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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