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
O
Realty Income Corp

Real Estate
12.1K
New
$51.67 - $58.49 $624K - $707K
12.1K $701M
MLPA
Global X Mlp ETF

ETFs
12.9K
New
$49.83 - $54.53 $641K - $701K
12.9K $685M
NTR
Nutrien Ltd.

Basic Materials
13.4K
New
$45.28 - $53.84 $607K - $722K
13.4K $666M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
21.4K
New
$27.52 - $33.6 $590K - $720K
21.4K $639M
RAAX
Vaneck ETF Trust Inflation All

ETFs
20.3K
New
$28.3 - $30.43 $574K - $617K
20.3K $617M
CVX
Chevron Corp

Energy
3.25K
+ 144.78%
$146.71 - $167.97 $476K - $545K
5.49K $918M
ABBV
Abb Vie Inc.

Healthcare
2.46K
+ 127.12%
$169.2 - $216.66 $416K - $532K
4.39K $919M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.38K
+ 31.07%
$95.85 - $99.25 $516K - $534K
22.7K $2.24B
JNJ
Johnson & Johnson

Healthcare
3.09K
+ 213.54%
$142.06 - $167.7 $439K - $519K
4.54K $753M
XLK
Technology Sector Spdr

ETFs
2.59K
New
$206.38 - $242.18 $533K - $626K
2.59K $534M
CTO
Cto Realty Growth, Inc.

Real Estate
31.3K
+ 15.37%
$18.06 - $20.83 $565K - $652K
235K $4.53B
DFIV
Dimensional ETF Tr

ETFs
11.5K
+ 68.79%
$35.33 - $40.77 $407K - $469K
28.2K $1.11B
COP
Conocophillips

Energy
1.58K
+ 2.83%
$88.6 - $105.85 $140K - $167K
57.3K $6.02B
KEY
Keycorp

Financial Services
30K
+ 280.27%
$15.15 - $18.3 $454K - $549K
40.7K $651M
PULS
Pgim ETF Tr

ETFs
9.22K
+ 40.27%
$49.56 - $49.78 $457K - $459K
32.1K $1.6B
HON
Honeywell International Inc

Industrials
2.25K
+ 223.12%
$202.75 - $226.52 $456K - $509K
3.26K $690M
OGN
Organon & Co.

Healthcare
30.3K
New
$14.29 - $16.41 $432K - $497K
30.3K $451M
TFC
Truist Financial Corp

Financial Services
11.3K
+ 161.55%
$39.48 - $48.15 $446K - $544K
18.3K $753M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
37.9K
+ 76.52%
$11.85 - $13.1 $449K - $496K
87.4K $1.06B
UPS
United Parcel Service Inc

Industrials
4.24K
+ 176.06%
$109.66 - $136.26 $465K - $578K
6.65K $732M
HQH
Tekla Healthcare Investors

Financial Services
25.6K
+ 69.61%
$16.23 - $18.27 $416K - $468K
62.4K $1.01B
AB
Alliancebernstein Holding L.P.

Financial Services
11K
New
$35.0 - $40.73 $386K - $449K
11K $422M
PR
Permian Resources Corporation

Energy
30.2K
New
$12.33 - $16.0 $372K - $483K
30.2K $418M
MSFT
Microsoft Corp

Technology
2.42K
+ 22.28%
$375.39 - $447.2 $908K - $1.08M
13.3K $4.98B
TNL
Travel & Leisure Co.

Consumer Cyclical
8.68K
+ 203.54%
$46.29 - $57.86 $402K - $502K
12.9K $599M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
4.59K
+ 52.34%
$91.68 - $109.93 $421K - $504K
13.4K $1.25B
IGR
Cbre Global Real Estate Income Fund

Financial Services
56.6K
+ 24.91%
$4.79 - $5.34 $271K - $302K
284K $1.46B
NPCT
Nuveen Core Plus Impact Fund
34K
+ 228.83%
$10.44 - $11.13 $355K - $378K
48.8K $522M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
25.4K
+ 27.56%
$11.34 - $12.23 $288K - $310K
117K $1.44B
VRIG
Invesco Actively Managed ETF F

ETFs
14.1K
+ 45.26%
$25.06 - $25.19 $353K - $355K
45.2K $1.13B
ASG
Liberty All Star Growth Fund Inc.

Financial Services
75.3K
+ 306.5%
$4.79 - $6.02 $361K - $453K
99.9K $488M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
30.5K
+ 22.48%
$8.25 - $8.79 $252K - $268K
166K $1.46B
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
18.8K
+ 18.69%
N/A
120K $1.55B
GOOGL
Alphabet Inc.

Communication Services
2.59K
+ 101.05%
$154.33 - $206.19 $400K - $534K
5.15K $797M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
41.3K
+ 18.98%
$8.24 - $8.68 $340K - $358K
259K $2.13B
SCHP
Schwab Strategic Us Tips ETF

ETFs
10.5K
+ 53.78%
$25.69 - $26.89 $270K - $283K
30.1K $808M
CORP
Pimco Investment Grade Corp Bd

ETFs
2.95K
+ 55.66%
$93.89 - $97.32 $277K - $287K
8.25K $799M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
12.5K
+ 52.96%
$23.32 - $23.84 $292K - $299K
36.2K $848M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.61K
+ 56.12%
$50.39 - $50.66 $283K - $284K
15.6K $790M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
10.9K
+ 54.17%
$25.44 - $25.58 $277K - $278K
31K $791M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
17.2K
+ 12.02%
$10.35 - $11.79 $178K - $202K
160K $1.79B
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
24.3K
+ 19.82%
$9.83 - $10.34 $239K - $251K
147K $1.46B
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
10.8K
+ 42.03%
$24.07 - $24.5 $261K - $265K
36.6K $887M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
24.2K
+ 23.61%
$10.53 - $11.08 $255K - $269K
127K $1.36B
BNDX
Vanguard Total International B

ETFs
5.36K
+ 55.74%
$48.33 - $49.5 $259K - $265K
15K $731M
IVV
Ishares Core S&P 500 ETF

ETFs
461
New
$554.06 - $615.85 $255K - $284K
461 $259M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
24.6K
+ 19.79%
$8.29 - $8.97 $204K - $221K
149K $1.28B
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.79K
+ 31.15%
$58.81 - $68.2 $341K - $395K
24.4K $1.46B
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
19.6K
+ 22.08%
$13.1 - $13.52 $256K - $265K
108K $1.42B
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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