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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.94B
$4.83 Billion 1.47% of portfolio
154,117
Q3 2024 Added 196.91%
$1.16B
$2.29 Billion 0.7% of portfolio
191,273
Q3 2024 Reduced 1.32%
$367M
$1.68 Billion 0.51% of portfolio
88,395
Q3 2024 New
$693M
$1.53 Billion 0.47% of portfolio
128,157
Q3 2024 New
$1.16B
$1.3 Billion 0.4% of portfolio
27,125
Q3 2024 New
$1.57B
$1.23 Billion 0.37% of portfolio
90,286
Q3 2024 Reduced 21.76%
$553M
$1.01 Billion 0.31% of portfolio
79,466
Q3 2024 Added 29.14%
$915M
$958 Million 0.29% of portfolio
59,563
Q3 2024 New
$778M
$234 Million 0.07% of portfolio
18,932
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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