Prevail Innovative Wealth Advisors, LLC Portfolio Holdings

Prevail Innovative Wealth Advisors, LLC

  • $328 Billion
  • Q3 2024

Prevail Innovative Wealth Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $328 Billion distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $17.9B, Franklin Templeton ETF Tr Libe with a value of $9.81B, J P Morgan Exchange Traded Fd with a value of $8.7B, American Centy ETF Tr Avantis with a value of $7.99B, and J P Morgan ETF Tr Nasdaq Equit with a value of $6.42B.

Examining the 13F form we can see an increase of $45.6B in the current position value, from $283B to 328B.

Prevail Innovative Wealth Advisors, LLC is based out at Leawood, KS

Below you can find more details about Prevail Innovative Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $328 Billion
ETFs: $143 Billion
Financial Services: $47.5 Billion
Technology: $30.7 Billion
Energy: $25.7 Billion
Consumer Cyclical: $21.4 Billion
Real Estate: $13.2 Billion
Healthcare: $8.4 Billion
Consumer Defensive: $8 Billion
Other: $11.6 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.9 Billion 5.45% of portfolio
213,430
Q3 2024 Added 79.0%
$0
$9.81 Billion 2.99% of portfolio
404,059
Q3 2024 Added 67.92%
$0
$8.7 Billion 2.65% of portfolio
146,166
Q3 2024 Reduced 4.44%
$0
$7.99 Billion 2.43% of portfolio
147,902
Q3 2024 Added 39.9%
$0
$6.42 Billion 1.96% of portfolio
116,942
Q3 2024 Added 10.92%
$0
$6.32 Billion 1.93% of portfolio
35,275
Q3 2024 New
$0
$6.18 Billion 1.88% of portfolio
382,594
Q3 2024 Added 14.3%
$0
$5.33 Billion 1.62% of portfolio
114,290
Q3 2024 Added 45.98%
$0
$5.07 Billion 1.54% of portfolio
100,901
Q3 2024 Reduced 27.7%
$0
$4.62 Billion 1.41% of portfolio
91,318
Q3 2024 Added 86.3%
$0
$4.52 Billion 1.38% of portfolio
7,870
Q3 2024 New
$0
$4.23 Billion 1.29% of portfolio
41,219
Q3 2024 Added 65.35%
$0
$3.84 Billion 1.17% of portfolio
115,497
Q3 2024 New
$0
$3.33 Billion 1.01% of portfolio
48,318
Q3 2024 Added 12.15%
$0
$3.27 Billion 1.0% of portfolio
155,571
Q3 2024 Reduced 2.02%
$0
$3.28 Billion 1.0% of portfolio
13,834
Q3 2024 New
$0
$3.05 Billion 0.93% of portfolio
30,825
Q3 2024 New
$0
$2.97 Billion 0.91% of portfolio
98,312
Q3 2024 New
$0
$2.91 Billion 0.89% of portfolio
57,163
Q3 2024 Added 53.96%
$0
$2.92 Billion 0.89% of portfolio
161,933
Q3 2024 Added 3.37%
$0
$2.87 Billion 0.87% of portfolio
42,632
Q3 2024 Reduced 6.22%
$0
$2.81 Billion 0.86% of portfolio
57,430
Q3 2024 Reduced 2.18%
$0
$2.74 Billion 0.83% of portfolio
13,622
Q3 2024 Reduced 8.71%
$0
$2.65 Billion 0.81% of portfolio
86,014
Q3 2024 Added 17.75%
$0
$1.64 Billion 0.5% of portfolio
135,978
Q3 2024 New
$0
$1.55 Billion 0.47% of portfolio
67,777
Q3 2024 New
$0
$1.52 Billion 0.46% of portfolio
32,328
Q3 2024 Added 99.16%
$0
$1.49 Billion 0.45% of portfolio
35,630
Q3 2024 Added 30.36%
$0
$1.33 Billion 0.4% of portfolio
13,107
Q3 2024 Added 10.27%
$0
$1.29 Billion 0.39% of portfolio
13,532
Q3 2024 Reduced 46.45%
$0
$1.26 Billion 0.38% of portfolio
15,876
Q3 2024 Added 56.8%
$0
$1.2 Billion 0.36% of portfolio
45,859
Q3 2024 Added 8.21%
$0
$1.01 Billion 0.31% of portfolio
20,323
Q3 2024 Added 11.43%
$0
$947 Million 0.29% of portfolio
14,596
Q3 2024 Added 3.51%
$0
$646 Million 0.2% of portfolio
2,283
Q3 2024 Added 9.29%
$0
$638 Million 0.19% of portfolio
7,008
Q3 2024 Reduced 1.45%
$0
$593 Million 0.18% of portfolio
23,653
Q3 2024 Added 190.4%
$0
$508 Million 0.15% of portfolio
13,345
Q3 2024 Added 17.65%
$0
$504 Million 0.15% of portfolio
13,427
Q3 2024 Added 2.66%
$0
$502 Million 0.15% of portfolio
15,194
Q3 2024 New
$0
$490 Million 0.15% of portfolio
7,359
Q3 2024 Added 4.25%
$0
$469 Million 0.14% of portfolio
19,172
Q3 2024 New
$0
$453 Million 0.14% of portfolio
2,006
Q3 2024 Reduced 3.84%
$0
$398 Million 0.12% of portfolio
1,621
Q3 2024 Reduced 8.83%
$0
$397 Million 0.12% of portfolio
16,492
Q3 2024 New
$0
$410 Million 0.12% of portfolio
4,848
Q3 2024 New
$0
$363 Million 0.11% of portfolio
3,647
Q3 2024 New
$0
$355 Million 0.11% of portfolio
13,947
Q3 2024 New
$0
$356 Million 0.11% of portfolio
7,018
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $328 Billion
  • Prior Value $283 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 61 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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