Prevail Innovative Wealth Advisors, LLC Purchases in Q3 2024

Prevail Innovative Wealth Advisors, LLC

  • $328 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
94.2K
+ 79.0%
$79.29 - $84.02 $7.47M - $7.91M
213K $17.9B
RSP
Invesco S&P 500 Equal Weight E

ETFs
35.3K
New
$162.83 - $179.16 $5.74M - $6.32M
35.3K $6.32B
CRWD
Crowd Strike Holdings, Inc.

Technology
21.7K
New
$217.89 - $392.15 $4.73M - $8.51M
21.7K $6.09B
CHRD
Oasis Petroleum Inc.

Energy
36.4K
New
$128.01 - $176.98 $4.66M - $6.44M
36.4K $4.74B
CEG
Constellation Energy Corp

Utilities
17.9K
New
$167.08 - $262.86 $2.98M - $4.7M
17.9K $4.64B
SPY
Spdr S&P 500 ETF Trust

ETFs
7.87K
New
$517.38 - $573.86 $4.07M - $4.52M
7.87K $4.52B
STWD
Starwood Property Trust, Inc.

Real Estate
196K
New
$18.75 - $21.11 $3.68M - $4.14M
196K $4B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
163K
+ 67.92%
$24.05 - $24.42 $3.93M - $3.99M
404K $9.81B
PFF
Ishares Trust Ishares Pfd And

ETFs
115K
New
$31.18 - $33.5 $3.6M - $3.87M
115K $3.84B
AVGO
Broadcom Inc.

Technology
21.5K
New
$136.27 - $1745.86 $2.93M - $37.6M
21.5K $3.71B
MPLX
Mplx LP

Energy
78.8K
New
$40.44 - $45.07 $3.19M - $3.55M
78.8K $3.5B
CHE
Chemed Corp

Healthcare
5.56K
New
$527.82 - $600.97 $2.93M - $3.34M
5.56K $3.34B
VB
Vanguard Small Cap ETF

ETFs
13.8K
New
$214.77 - $237.72 $2.97M - $3.29M
13.8K $3.28B
HTGC
Hercules Capital, Inc.

Financial Services
155K
New
$17.71 - $21.67 $2.75M - $3.36M
155K $3.05B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
30.8K
New
$90.87 - $102.43 $2.8M - $3.16M
30.8K $3.05B
THC
Tenet Healthcare Corp

Healthcare
18.3K
New
$129.27 - $168.03 $2.37M - $3.08M
18.3K $3.04B
IDV
Ishares Tr

ETFs
98.3K
New
$27.62 - $30.64 $2.72M - $3.01M
98.3K $2.97B
MSFT
Microsoft Corp

Technology
6.85K
+ 315.53%
$395.15 - $467.56 $2.71M - $3.2M
9.02K $3.88B
HIGH
Simplify Exchange Traded Fds E
122K
New
N/A
122K $2.87B
ARCC
Ares Capital Corp

Financial Services
135K
New
$19.8 - $21.28 $2.66M - $2.86M
135K $2.82B
BXSL
Blackstone Secured Lending Fund

Financial Services
95.6K
New
$28.75 - $31.59 $2.75M - $3.02M
95.6K $2.8B
ZS
Zscaler, Inc.

Technology
16.3K
New
$155.9 - $204.47 $2.54M - $3.33M
16.3K $2.79B
AVSC
American Centy ETF Tr Avantis
42.2K
+ 39.9%
$49.07 - $56.13 $2.07M - $2.37M
148K $7.99B
AMZN
Amazon Com Inc

Consumer Cyclical
14.4K
+ 80.91%
$161.02 - $200.0 $2.32M - $2.88M
32.2K $6B
SBRA
Sabra Health Care Reit, Inc.

Real Estate
134K
New
$15.15 - $19.2 $2.03M - $2.57M
134K $2.49B
SCHR
Schwab Intermediate Term Us Tr

ETFs
42.3K
+ 86.3%
$48.4 - $50.91 $2.05M - $2.15M
91.3K $4.62B
CCL
Carnival Corp

Consumer Cyclical
111K
+ 64.11%
$14.01 - $19.18 $1.56M - $2.14M
285K $5.27B
CELH
Celsius Holdings, Inc.

Consumer Defensive
102K
+ 196.91%
$31.02 - $58.9 $3.17M - $6.02M
154K $4.83B
JMBS
Janus Detroit Str Tr Henderson

ETFs
36K
+ 45.98%
$44.13 - $47.01 $1.59M - $1.69M
114K $5.33B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
16.3K
+ 65.35%
$94.31 - $103.26 $1.54M - $1.68M
41.2K $4.23B
ORCC
Owl Rock Capital Corp

Financial Services
117K
+ 671.88%
N/A
135K $1.96B
CTO
Cto Realty Growth, Inc.

Real Estate
88.4K
New
$17.36 - $20.15 $1.53M - $1.78M
88.4K $1.68B
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
136K
New
$10.79 - $12.29 $1.47M - $1.67M
136K $1.64B
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
74.7K
+ 33.98%
$19.94 - $22.45 $1.49M - $1.68M
295K $6.35B
MRVL
Marvell Technology, Inc.

Technology
22.5K
New
$56.15 - $76.24 $1.27M - $1.72M
22.5K $1.63B
HST
Host Hotels & Resorts, Inc.

Real Estate
90.4K
New
$15.92 - $18.86 $1.44M - $1.7M
90.4K $1.59B
FIS
Fidelity National Information Services, Inc.

Technology
18.5K
New
$72.8 - $85.04 $1.35M - $1.58M
18.5K $1.55B
PYPL
Pay Pal Holdings, Inc.

Financial Services
19.9K
New
$57.22 - $80.08 $1.14M - $1.59M
19.9K $1.55B
PFFA
Etfis Ser Tr I

ETFs
67.8K
New
$20.94 - $22.98 $1.42M - $1.56M
67.8K $1.55B
BVS
Bioventus Inc.

Healthcare
128K
New
$5.73 - $11.95 $734K - $1.53M
128K $1.53B
PAA
Plains All American Pipeline LP

Energy
85.6K
New
$17.0 - $19.03 $1.45M - $1.63M
85.6K $1.49B
CRM
Salesforce, Inc.

Technology
5.37K
New
$238.42 - $276.53 $1.28M - $1.48M
5.37K $1.47B
Celestica Inc
28.7K
New
N/A
28.7K $1.46B
POWL
Powell Industries Inc

Industrials
6.42K
New
$130.27 - $221.99 $837K - $1.43M
6.42K $1.43B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7.9K
New
$138.85 - $182.81 $1.1M - $1.44M
7.9K $1.4B
SPOT
Spotify Technology S.A.

Communication Services
3.57K
New
$290.16 - $384.01 $1.04M - $1.37M
3.57K $1.31B
BLBD
Blue Bird Corp

Consumer Cyclical
27.1K
New
$45.15 - $54.51 $1.22M - $1.48M
27.1K $1.3B
BSM
Black Stone Minerals, L.P.

Energy
91.6K
+ 45.5%
$14.05 - $15.85 $1.29M - $1.45M
293K $4.42B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
906
+ 51.01%
$1015.62 - $1159.62 $920K - $1.05M
2.68K $3.09B
Activity Summary
Buys All Purchases 124 New Holdings 61 Increased Positions 63 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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