Prevail Innovative Wealth Advisors, LLC Purchases in Q3 2025

Prevail Innovative Wealth Advisors, LLC

  • $515 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
76.6K
New
$85.01 - $90.35 $6.51M - $6.92M
76.6K $6.85B
SPYI
Shp ETF Tr Neos S&P 500 High I
130K
New
N/A
130K $6.8B
J P Morgan Exchange Traded F
104K
+ 1439.99%
N/A
112K $7.25B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
15.2K
New
$366.54 - $479.53 $5.57M - $7.29M
15.2K $5.95B
LLY
Eli Lilly & CO

Healthcare
7.69K
+ 2737.72%
$625.65 - $812.69 $4.81M - $6.25M
7.97K $6.08B
JPM
Jpmorgan Chase & CO

Financial Services
17.8K
+ 1221.89%
$282.78 - $316.06 $5.02M - $5.61M
19.2K $6.06B
Global X Fds
74.5K
+ 219.61%
N/A
108K $7.62B
Ge Vernova Inc
8.92K
New
N/A
8.92K $5.48B
MA
Mastercard Inc

Financial Services
9.58K
New
$550.18 - $598.96 $5.27M - $5.74M
9.58K $5.45B
IBKR
Interactive Brokers Group, Inc.

Financial Services
70.2K
New
$56.32 - $68.81 $3.95M - $4.83M
70.2K $4.83B
VRT
Vertiv Holdings CO

Industrials
30.6K
New
N/A
30.6K $4.61B
MU
Micron Technology Inc

Technology
27.5K
New
$104.88 - $168.89 $2.88M - $4.64M
27.5K $4.6B
SCHW
Schwab Charles Corp

Financial Services
47.9K
New
$91.03 - $98.69 $4.36M - $4.73M
47.9K $4.57B
EXLS
Exl Service Holdings, Inc.

Technology
104K
New
$41.4 - $45.43 $4.3M - $4.72M
104K $4.57B
GE
General Electric CO

Industrials
14.9K
New
$244.75 - $305.63 $3.65M - $4.56M
14.9K $4.49B
ZTS
Zoetis Inc.

Healthcare
29.9K
New
$141.13 - $159.19 $4.22M - $4.76M
29.9K $4.38B
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
166K
New
$25.78 - $26.62 $4.27M - $4.41M
166K $4.37B
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
181K
+ 58.58%
N/A
490K $11.4B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
7.63K
New
$534.91 - $598.71 $4.08M - $4.57M
7.63K $4.29B
NRG
Nrg Energy, Inc.

Utilities
26.1K
New
$144.77 - $173.91 $3.78M - $4.54M
26.1K $4.23B
Ftai Aviation LTD
25K
New
N/A
25K $4.18B
ZS
Zscaler, Inc.

Technology
11.3K
+ 418.3%
$267.68 - $316.5 $3.03M - $3.59M
14K $4.21B
ICSH
Blackrock Ultra Short Term Bon

ETFs
59.6K
New
$50.52 - $50.75 $3.01M - $3.03M
59.6K $3.03B
WES
Western Midstream Partners, LP

Energy
76.1K
New
$37.5 - $41.18 $2.86M - $3.14M
76.1K $2.99B
PANW
Palo Alto Networks Inc

Technology
14.7K
+ 229.29%
$167.06 - $208.19 $2.46M - $3.06M
21.1K $4.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.44K
New
$567.77 - $614.76 $2.52M - $2.73M
4.44K $2.72B
STRL
Sterling Construction CO Inc

Industrials
7.44K
New
$222.54 - $371.84 $1.65M - $2.77M
7.44K $2.53B
Goldman Sachs ETF Tr
46.5K
New
N/A
46.5K $2.44B
EVR
Evercore Inc.

Financial Services
6.18K
New
$276.5 - $362.79 $1.71M - $2.24M
6.18K $2.08B
TRIN
Trinity Capital Inc.

Financial Services
127K
New
$14.03 - $16.47 $1.78M - $2.08M
127K $1.96B
SRLN
Ssga Active Trust

ETFs
38K
+ 11.71%
$41.28 - $41.65 $1.57M - $1.58M
363K $15.1B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
30.5K
New
$50.82 - $51.09 $1.55M - $1.56M
30.5K $1.56B
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
69.7K
New
$21.89 - $22.2 $1.53M - $1.55M
69.7K $1.54B
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
124K
New
$12.11 - $12.64 $1.5M - $1.57M
124K $1.53B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
68.1K
+ 10.18%
$24.02 - $24.28 $1.64M - $1.65M
737K $17.7B
KHC
Kraft Heinz CO

Consumer Defensive
56.7K
New
$25.63 - $28.94 $1.45M - $1.64M
56.7K $1.48B
XOM
Exxon Mobil Corp

Energy
10K
+ 14.55%
$105.83 - $117.22 $1.06M - $1.18M
79.1K $8.92B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.85K
+ 15.59%
$98.53 - $107.1 $971K - $1.06M
73K $7.67B
CTO
Cto Realty Growth, Inc.

Real Estate
104K
+ 40.41%
$15.89 - $17.75 $1.65M - $1.84M
360K $5.87B
ARCC
Ares Capital Corp

Financial Services
70K
New
$20.41 - $23.25 $1.43M - $1.63M
70K $1.43B
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
158K
New
$8.77 - $9.87 $1.38M - $1.56M
158K $1.42B
MPLX
Mplx LP

Energy
27.8K
+ 91.64%
$49.42 - $52.71 $1.37M - $1.46M
58K $2.9B
CPT
Camden Property Trust

Real Estate
14K
+ 44.09%
$104.05 - $115.69 $1.46M - $1.62M
45.8K $4.89B
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
53.2K
+ 209.49%
$21.15 - $22.45 $1.12M - $1.19M
78.6K $1.75B
FRT
Federal Realty Investment Trust

Real Estate
9.16K
+ 24.64%
$90.61 - $102.67 $830K - $940K
46.3K $4.69B
NOW
Service Now, Inc.

Technology
1.16K
New
$850.86 - $1044.69 $984K - $1.21M
1.16K $1.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
774
+ 7.75%
$617.65 - $666.84 $478K - $516K
10.8K $7.17B
PLD
Prologis, Inc.

Real Estate
3.96K
+ 6.93%
$104.08 - $115.35 $412K - $457K
61.1K $7B
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
21K
+ 47.67%
$45.54 - $48.43 $956K - $1.02M
65K $3.03B
Activity Summary
Buys All Purchases 156 New Holdings 51 Increased Positions 105 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Prevail Innovative Wealth Advisors, LLC Portfolio

Follow Prevail Innovative Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email