Prevail Innovative Wealth Advisors, LLC Portfolio Holdings

Prevail Innovative Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025

Prevail Innovative Wealth Advisors, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $375 Billion distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Franklin Templeton ETF Tr Libe with a value of $15.2B, Ssga Active Trust with a value of $13.7B, Vanguard Intermediate Term Cor with a value of $10.1B, Invesco Exchange Traded Fd Tr with a value of $8.66B, and Schlumberger Limited with a value of $7.88B.

Examining the 13F form we can see an increase of $30B in the current position value, from $345B to 375B.

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 $375 Billion
ETFs: $157 Billion
Financial Services: $45.2 Billion
Real Estate: $28.7 Billion
Technology: $28.4 Billion
Energy: $27 Billion
Industrials: $26.7 Billion
Consumer Cyclical: $12.3 Billion
Utilities: $11.2 Billion
Other: $22.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.2 Billion 4.06% of portfolio
633,401
Q1 2025 Added 21.22%
$0
$13.7 Billion 3.64% of portfolio
332,409
Q1 2025 Added 674.47%
$0
$10.1 Billion 2.69% of portfolio
123,668
Q1 2025 Added 6.84%
$0
$8.66 Billion 2.31% of portfolio
94,627
Q1 2025 Added 34.11%
$47.1B
$7.88 Billion 2.1% of portfolio
188,482
Q1 2025 Added 15.26%
$271B
$7.38 Billion 1.97% of portfolio
68,087
Q1 2025 Added 45.12%
$157B
$6.93 Billion 1.85% of portfolio
67,457
Q1 2025 Added 10.19%
$0
$6.61 Billion 1.76% of portfolio
38,137
Q1 2025 Reduced 32.12%
$41.9B
$6.41 Billion 1.71% of portfolio
25,238
Q1 2025 Added 130.82%
$0
$6.2 Billion 1.65% of portfolio
11,086
Q1 2025 Reduced 30.98%
$113B
$6.02 Billion 1.6% of portfolio
57,281
Q1 2025 Added 2.83%
$54B
$6.01 Billion 1.6% of portfolio
51,159
Q1 2025 Added 114.58%
$0
$5.98 Billion 1.59% of portfolio
90,201
Q1 2025 Added 48.76%
$0
$5.97 Billion 1.59% of portfolio
123,283
Q1 2025 Reduced 26.81%
$0
$5.94 Billion 1.58% of portfolio
393,361
Q1 2025 Added 4.22%
$32.7B
$5.65 Billion 1.51% of portfolio
11,818
Q1 2025 Added 79.36%
$5.93B
$5.49 Billion 1.46% of portfolio
277,867
Q1 2025 Added 13.7%
$440B
$5.23 Billion 1.39% of portfolio
43,980
Q1 2025 Added 586.87%
$0
$5.12 Billion 1.36% of portfolio
89,666
Q1 2025 Reduced 5.24%
$2.95T
$4.98 Billion 1.33% of portfolio
13,273
Q1 2025 Added 22.28%
$0
$4.96 Billion 1.32% of portfolio
95,858
Q1 2025 Reduced 26.47%
$32.7B
$4.87 Billion 1.3% of portfolio
67,388
Q1 2025 New
$0
$4.69 Billion 1.25% of portfolio
221,131
Q1 2025 Added 5.01%
$0
$4.58 Billion 1.22% of portfolio
115,992
Q1 2025 Added 5.85%
$344M
$4.53 Billion 1.21% of portfolio
234,835
Q1 2025 Added 15.37%
$74B
$4.37 Billion 1.16% of portfolio
21,688
Q1 2025 Added 38.03%
$23.4B
$3.94 Billion 1.05% of portfolio
38,354
Q1 2025 New
$88.9B
$3.83 Billion 1.02% of portfolio
2,676
Q1 2025 Added 1.36%
$320B
$3.7 Billion 0.99% of portfolio
88,664
Q1 2025 New
$168B
$3.65 Billion 0.97% of portfolio
7,340
Q1 2025 Added 1,721.34%
$270B
$3.64 Billion 0.97% of portfolio
50,725
Q1 2025 New
$117B
$3.55 Billion 0.94% of portfolio
13,047
Q1 2025 New
$1.88T
$3.41 Billion 0.91% of portfolio
17,931
Q1 2025 Added 221.75%
$0
$3.36 Billion 0.89% of portfolio
109,302
Q1 2025 Added 1.96%
$0
$3.14 Billion 0.84% of portfolio
151,896
Q1 2025 Reduced 1.12%
$1.25T
$3.04 Billion 0.81% of portfolio
5,278
Q1 2025 Reduced 20.03%
$33.6B
$2.85 Billion 0.76% of portfolio
15,697
Q1 2025 New
$187B
$2.82 Billion 0.75% of portfolio
5,168
Q1 2025 New
$26.1B
$2.72 Billion 0.73% of portfolio
31,648
Q1 2025 New
$0
$2.74 Billion 0.73% of portfolio
54,116
Q1 2025 Reduced 3.45%
$0
$2.72 Billion 0.72% of portfolio
55,900
Q1 2025 Reduced 2.43%
$4.87B
$2.65 Billion 0.71% of portfolio
277,103
Q1 2025 Added 42.89%
$9.38B
$2.66 Billion 0.71% of portfolio
11,818
Q1 2025 New
-
$2.58 Billion 0.69% of portfolio
-
Q1 2025 Added 0.05%
$9.96B
$2.56 Billion 0.68% of portfolio
21,969
Q1 2025 New
$0
$2.48 Billion 0.66% of portfolio
99,733
Q1 2025 Added 5.34%
$2.23B
$2.47 Billion 0.66% of portfolio
231,115
Q1 2025 Added 90.19%
$23.8B
$2.49 Billion 0.66% of portfolio
27,325
Q1 2025 New
Coherent Corp
-
$2.46 Billion 0.66% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $375 Billion
  • Prior Value $345 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 36 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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