Prevail Innovative Wealth Advisors, LLC Purchases in Q1 2025

Prevail Innovative Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SRLN
Ssga Active Trust

ETFs
289K
+ 674.47%
$41.02 - $41.99 $11.9M - $12.2M
332K $13.7B
VRT
Vertiv Holdings CO

Industrials
67.4K
New
N/A
67.4K $4.87B
XOM
Exxon Mobil Corp

Energy
37.6K
+ 586.87%
$105.44 - $118.93 $3.96M - $4.47M
44K $5.23B
PHM
Pultegroup Inc

Consumer Cyclical
38.4K
New
$101.09 - $118.51 $3.88M - $4.55M
38.4K $3.94B
BAC
Bank Of America Corp

Financial Services
88.7K
New
$39.61 - $47.74 $3.51M - $4.23M
88.7K $3.7B
WFC
Wells Fargo & Company

Financial Services
50.7K
New
$66.78 - $81.42 $3.39M - $4.13M
50.7K $3.64B
ETN
Eaton Corp PLC

Industrials
13K
New
$271.83 - $371.23 $3.55M - $4.84M
13K $3.55B
TMO
Thermo Fisher Scientific Inc.

Healthcare
6.94K
+ 1721.34%
$497.6 - $606.74 $3.45M - $4.21M
7.34K $3.65B
PWR
Quanta Services, Inc.

Industrials
14.3K
+ 130.82%
$236.71 - $358.03 $3.39M - $5.12M
25.2K $6.41B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
15.7K
New
$175.5 - $209.86 $2.75M - $3.29M
15.7K $2.85B
IRM
Iron Mountain Inc

Real Estate
31.6K
New
$82.79 - $111.31 $2.62M - $3.52M
31.6K $2.72B
VST
Vistra Corp.

Utilities
27.3K
+ 114.58%
$108.49 - $191.89 $2.96M - $5.24M
51.2K $6.01B
AIT
Applied Industrial Technologies Inc

Industrials
11.8K
New
$218.93 - $269.18 $2.59M - $3.18M
11.8K $2.66B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
111K
+ 21.22%
$23.9 - $24.43 $2.65M - $2.71M
633K $15.2B
MTZ
Mastec Inc

Industrials
22K
New
$108.66 - $160.79 $2.39M - $3.53M
22K $2.56B
DELL
Dell Technologies Inc.

Technology
27.3K
New
$90.34 - $124.66 $2.47M - $3.41M
27.3K $2.49B
DOW
Dow Inc.

Basic Materials
70.8K
New
$34.36 - $41.92 $2.43M - $2.97M
70.8K $2.47B
Coherent Corp
37.9K
New
N/A
37.9K $2.46B
MLM
Martin Marietta Materials Inc

Basic Materials
5.23K
+ 79.36%
$460.39 - $552.64 $2.41M - $2.89M
11.8K $5.65B
AMZN
Amazon Com Inc

Consumer Cyclical
12.4K
+ 221.75%
$190.26 - $242.06 $2.35M - $2.99M
17.9K $3.41B
VICI
Vici Properties Inc.

Real Estate
66.5K
New
$28.21 - $32.68 $1.88M - $2.17M
66.5K $2.17B
CRDO
Credo Technology Group Holding LTD

Technology
49.9K
New
$39.45 - $85.5 $1.97M - $4.27M
49.9K $2B
MPLX
Mplx LP

Energy
35.4K
+ 685.54%
$47.88 - $54.65 $1.69M - $1.93M
40.5K $2.17B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
29.6K
+ 48.76%
$65.27 - $71.18 $1.93M - $2.1M
90.2K $5.98B
EFC
Ellington Financial Inc.

Real Estate
143K
+ 896.49%
$12.08 - $14.35 $1.72M - $2.05M
159K $2.1B
NRZ
New Residential Investment Corp.

Real Estate
151K
New
N/A
151K $1.72B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
24.1K
+ 34.11%
$89.18 - $104.04 $2.15M - $2.5M
94.6K $8.66B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
33.6K
New
$49.22 - $51.73 $1.65M - $1.74M
33.6K $1.7B
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
83.8K
New
$20.2 - $20.86 $1.69M - $1.75M
83.8K $1.69B
ET
Energy Transfer LP

Energy
89.2K
+ 316.9%
$17.26 - $21.08 $1.54M - $1.88M
117K $2.18B
SLB
Schlumberger Limited

Energy
25K
+ 15.26%
$38.4 - $43.74 $958K - $1.09M
188K $7.88B
BNL
Broadstone Net Lease, Inc.

Real Estate
82.5K
New
$15.2 - $17.25 $1.25M - $1.42M
82.5K $1.41B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9.02K
+ 46.45%
$192.82 - $222.1 $1.74M - $2M
28.5K $5.49B
AVEM
American Centy ETF Tr Avantis

ETFs
19.5K
New
$57.11 - $62.4 $1.11M - $1.21M
19.5K $1.17B
NVDA
Nvidia Corp

Technology
21.2K
+ 45.12%
$106.98 - $149.43 $2.26M - $3.16M
68.1K $7.38B
SDSI
American Centy ETF Tr Short Du
20.5K
New
N/A
20.5K $1.05B
BSTZ
Black Rock Science & Technology Trust Ii

N/A
57K
New
$17.74 - $22.07 $1.01M - $1.26M
57K $1.01B
KRP
Kimbell Royalty Partners, LP

Energy
83K
+ 114.47%
$13.35 - $16.45 $1.11M - $1.36M
155K $2.18B
REM
Ishares Tr Mtg Real Estate ETF

ETFs
40.4K
+ 70.59%
$20.83 - $23.69 $843K - $958K
97.8K $2.19B
PMT
Penny Mac Mortgage Investment Trust

Real Estate
63.1K
New
$12.0 - $14.77 $757K - $932K
63.1K $925M
AGNC
Agnc Investment Corp.

Real Estate
83.2K
+ 42.89%
$9.12 - $10.54 $759K - $877K
277K $2.65B
STWD
Starwood Property Trust, Inc.

Real Estate
33.5K
+ 13.7%
$18.41 - $20.53 $616K - $687K
278K $5.49B
CEG
Constellation Energy Corp

Utilities
5.98K
+ 38.03%
$201.63 - $347.44 $1.2M - $2.08M
21.7K $4.37B
VCIT
Vanguard Intermediate Term Cor

ETFs
7.92K
+ 6.84%
$79.17 - $82.04 $627K - $649K
124K $10.1B
GOGL
Golden Ocean Group LTD

Industrials
117K
+ 66.1%
$7.66 - $10.06 $899K - $1.18M
295K $2.35B
PK
Park Hotels & Resorts Inc.

Real Estate
110K
+ 90.19%
$10.68 - $14.19 $1.17M - $1.56M
231K $2.47B
MDLZ
Mondelez International, Inc.

Consumer Defensive
11.1K
New
$56.12 - $68.15 $622K - $755K
11.1K $752M
JFR
Nuveen Floating Rate Income Fund

Financial Services
83.4K
New
$8.41 - $9.05 $702K - $755K
83.4K $707M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
36
+ 1.36%
$1187.71 - $1432.58 $42.8K - $51.6K
2.68K $3.83B
Activity Summary
Buys All Purchases 128 New Holdings 36 Increased Positions 92 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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