Prevail Innovative Wealth Advisors, LLC Purchases in Q2 2025

Prevail Innovative Wealth Advisors, LLC

  • $446 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.63K
+ 28.34%
$19.1 - $23.83 $184K - $230K
43.6K $1.04B
VO
Vanguard Mid Cap ETF

ETFs
1.06K
New
$228.54 - $279.83 $242K - $296K
1.06K $296M
TNL
Travel & Leisure Co.

Consumer Cyclical
4.18K
+ 32.26%
$38.78 - $51.89 $162K - $217K
17.1K $884M
HD
Home Depot, Inc.

Consumer Cyclical
764
New
$335.24 - $380.78 $256K - $291K
764 $280M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
15.5K
+ 15.66%
$11.53 - $13.87 $178K - $214K
114K $1.58B
VUG
Vanguard Growth ETF

ETFs
630
New
$329.49 - $438.4 $208K - $276K
630 $276M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.8K
+ 29.69%
$22.4 - $23.8 $241K - $256K
47K $1.12B
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
10.7K
+ 29.24%
$23.32 - $24.45 $250K - $262K
47.3K $1.16B
TFC
Truist Financial Corp

Financial Services
5.41K
+ 29.57%
$34.79 - $42.99 $188K - $233K
23.7K $1.02B
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
21K
+ 12.51%
$7.42 - $8.86 $156K - $186K
189K $1.68B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.25K
+ 24.52%
$32.66 - $40.75 $139K - $173K
21.6K $875M
ORCL
Oracle Corp

Technology
1.08K
New
$122.82 - $218.63 $133K - $237K
1.08K $237M
VTV
Vanguard Value ETF

ETFs
1.34K
New
$153.67 - $176.74 $206K - $236K
1.34K $236M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.64K
+ 29.75%
$50.36 - $50.68 $234K - $235K
20.3K $1.03B
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
12.5K
+ 10.4%
N/A
132K $1.78B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
9.24K
+ 29.83%
$24.96 - $25.5 $231K - $236K
40.2K $1.03B
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
16.8K
+ 13.23%
$9.73 - $11.03 $163K - $185K
144K $1.58B
WDI
Western Asset Diversified Income Fund

ETFs
12.5K
+ 12.84%
$12.85 - $14.92 $160K - $186K
110K $1.63B
V
Visa Inc.

Financial Services
600
+ 59.35%
$308.27 - $373.31 $185K - $224K
1.61K $572M
PULS
Pgim ETF Tr

ETFs
4.32K
+ 13.45%
$49.39 - $49.76 $213K - $215K
36.4K $1.81B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
9.23K
+ 20.26%
$22.87 - $23.14 $211K - $213K
54.8K $1.26B
AGNC
Agnc Investment Corp.

Real Estate
34.8K
+ 12.56%
$8.12 - $9.49 $283K - $330K
312K $2.87B
IGR
Cbre Global Real Estate Income Fund

Financial Services
32.8K
+ 11.55%
$4.33 - $5.29 $142K - $173K
317K $1.68B
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
16.5K
+ 11.23%
$9.25 - $10.26 $152K - $169K
163K $1.67B
ORCC
Owl Rock Capital Corp

Financial Services
17.2K
+ 14.19%
N/A
138K $1.98B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
9.9K
New
$20.66 - $20.74 $204K - $205K
9.9K $205M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
14.2K
+ 14.54%
$19.12 - $22.36 $272K - $318K
112K $2.39B
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
13.2K
+ 12.22%
$12.19 - $13.37 $161K - $177K
121K $1.62B
RAAX
Vaneck ETF Trust Inflation All

ETFs
5.52K
+ 27.24%
$27.19 - $31.82 $150K - $176K
25.8K $801M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
13K
+ 11.03%
$10.73 - $12.54 $139K - $163K
130K $1.62B
O
Realty Income Corp

Real Estate
2.97K
+ 24.55%
$52.27 - $58.52 $155K - $174K
15.1K $867M
FLRN
Spdr Bloomberg Investment Grad

ETFs
5.04K
+ 17.33%
$30.29 - $30.83 $153K - $156K
34.2K $1.05B
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
12.2K
+ 8.2%
$7.6 - $8.89 $92.9K - $109K
161K $1.43B
VZ
Verizon Communications Inc

Communication Services
4.24K
+ 19.6%
$41.67 - $45.62 $177K - $193K
25.9K $1.12B
JPM
Jpmorgan Chase & CO

Financial Services
187
+ 14.77%
$210.28 - $289.91 $39.3K - $54.2K
1.45K $421M
XYLD
Global X Fds S&P 500 Covered C

ETFs
4.41K
+ 3.81%
$35.62 - $39.64 $157K - $175K
120K $4.69B
SDSI
American Centy ETF Tr Short Du
1.94K
+ 9.45%
N/A
22.4K $1.16B
MO
Altria Group, Inc.

Consumer Defensive
1.73K
+ 13.94%
$55.56 - $60.91 $96.3K - $106K
14.2K $831M
CVX
Chevron Corp

Energy
1.39K
+ 25.4%
$133.73 - $168.51 $186K - $235K
6.88K $985M
CUE
Cue Biopharma, Inc.

Healthcare
19K
New
$0.58 - $0.86 $11K - $16.3K
19K $13M
PFFA
Etfis Ser Tr I

ETFs
4.05K
+ 1.83%
$19.49 - $21.31 $78.9K - $86.2K
225K $4.69B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
115
+ 7.26%
$483.48 - $539.8 $55.6K - $62.1K
1.7K $825M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
117
+ 0.14%
$19.39 - $20.21 $2.27K - $2.36K
83.9K $1.65B
ABBV
Abb Vie Inc.

Healthcare
254
+ 5.79%
$170.16 - $206.27 $43.2K - $52.4K
4.64K $862M
CTO
Cto Realty Growth, Inc.

Real Estate
21.6K
+ 9.21%
$16.86 - $19.44 $365K - $420K
256K $4.43B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
37.8K
+ 1411.21%
$87.84 - $1441.89 $3.32M - $54.5M
40.4K $3.64B
Activity Summary
Buys All Purchases 147 New Holdings 65 Increased Positions 82 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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