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
GDV
Gabelli Dividend & Income Trust

Financial Services
9.99K
+ 21.35%
$23.47 - $25.3 $234K - $253K
56.8K $1.37B
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
27.4K
+ 19.42%
$8.38 - $8.86 $229K - $242K
168K $1.41B
SO
Southern CO

Utilities
2.41K
New
$80.96 - $92.96 $195K - $224K
2.41K $221M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
8.9K
+ 5.8%
$9.92 - $11.41 $88.2K - $101K
162K $1.75B
AVUS
American Centy ETF Tr Avantis

ETFs
3.02K
+ 17.72%
$90.7 - $101.57 $274K - $307K
20.1K $1.86B
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
22K
+ 28.6%
$13.21 - $14.63 $290K - $321K
98.8K $1.3B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.52K
+ 27.2%
$27.01 - $28.54 $176K - $186K
30.5K $852M
WDI
Western Asset Diversified Income Fund

ETFs
11.8K
+ 13.85%
$14.4 - $15.26 $170K - $180K
97.2K $1.4B
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
18.1K
+ 12.49%
$8.4 - $9.45 $152K - $171K
163K $1.46B
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
9.56K
+ 19.4%
$22.77 - $24.73 $218K - $236K
58.9K $1.37B
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
17.4K
+ 18.23%
$12.17 - $13.83 $211K - $240K
113K $1.38B
FLRN
Spdr Bloomberg Investment Grad

ETFs
5.15K
+ 21.48%
$30.71 - $30.87 $158K - $159K
29.1K $897M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
76
+ 5.04%
$442.66 - $534.52 $33.6K - $40.6K
1.58K $844M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
37.3K
+ 16.59%
$5.3 - $5.75 $198K - $214K
262K $1.41B
NMFC
New Mountain Finance Corp

Financial Services
13.9K
+ 7.8%
$10.89 - $12.02 $151K - $167K
192K $2.12B
PFFA
Etfis Ser Tr I

ETFs
10.5K
+ 5.01%
$21.21 - $22.3 $224K - $235K
221K $4.69B
JPM
Jpmorgan Chase & CO

Financial Services
216
+ 20.57%
$225.19 - $279.95 $48.6K - $60.5K
1.27K $311M
WMT
Walmart Inc.

Consumer Defensive
440
+ 12.91%
$84.5 - $105.05 $37.2K - $46.2K
3.85K $338M
LOW
Lowes Companies Inc

Consumer Cyclical
87
+ 9.51%
$222.66 - $268.42 $19.4K - $23.4K
1K $234M
PANW
Palo Alto Networks Inc

Technology
115
+ 5.34%
$167.82 - $208.28 $19.3K - $24K
2.27K $387M
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.41K
+ 5.85%
$39.02 - $42.89 $250K - $275K
116K $4.58B
PFF
Ishares Trust Ishares Pfd And

ETFs
2.1K
+ 1.96%
$30.73 - $32.26 $64.5K - $67.7K
109K $3.36B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.12K
+ 3.41%
$21.23 - $23.75 $23.8K - $26.6K
34K $732M
BCAT
Black Rock Capital Allocation Trust

ETFs
4.32K
+ 4.04%
$14.35 - $15.88 $62K - $68.6K
111K $1.6B
HIGH
Simplify Exchange Traded Fds E
64
+ 0.05%
N/A
118K $2.58B
RYLD
Global X Fds Russell 2000 Cove

ETFs
15.9K
+ 4.22%
$14.93 - $16.85 $238K - $269K
393K $5.94B
AMD
Advanced Micro Devices Inc

Technology
6.24K
+ 10.19%
$96.63 - $129.55 $603K - $808K
67.5K $6.93B
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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