Prevail Innovative Wealth Advisors, LLC Incresed Positions in Q3 2025

Prevail Innovative Wealth Advisors, LLC

  • $515 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
104K
+ 1439.99%
N/A
112K $7.25B
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
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
181K
+ 58.58%
N/A
490K $11.4B
ZS
Zscaler, Inc.

Technology
11.3K
+ 418.3%
$267.68 - $316.5 $3.03M - $3.59M
14K $4.21B
PANW
Palo Alto Networks Inc

Technology
14.7K
+ 229.29%
$167.06 - $208.19 $2.46M - $3.06M
21.1K $4.3B
SRLN
Ssga Active Trust

ETFs
38K
+ 11.71%
$41.28 - $41.65 $1.57M - $1.58M
363K $15.1B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
68.1K
+ 10.18%
$24.02 - $24.28 $1.64M - $1.65M
737K $17.7B
XOM
Exxon Mobil Corp

Energy
10K
+ 14.55%
$105.83 - $117.22 $1.06M - $1.18M
79.1K $8.92B
CTO
Cto Realty Growth, Inc.

Real Estate
104K
+ 40.41%
$15.89 - $17.75 $1.65M - $1.84M
360K $5.87B
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
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
ES
Eversource Energy

Utilities
12.2K
+ 110.26%
$62.86 - $71.14 $768K - $869K
23.3K $1.66B
CVS
Cvs Health Corp

Healthcare
11.5K
+ 94.39%
$58.75 - $76.5 $674K - $877K
23.6K $1.78B
JPIE
J P Morgan Exchange Traded Fd
20.1K
+ 67.7%
$46.01 - $46.55 $924K - $935K
49.7K $2.31B
EVRG
Evergy, Inc.

Utilities
10.9K
+ 101.87%
$67.73 - $76.02 $741K - $832K
21.7K $1.65B
SDSI
American Centy ETF Tr Short Du
17.5K
+ 77.8%
N/A
39.9K $2.06B
Janus Detroit Str Tr
17.5K
+ 42.12%
N/A
59.2K $3.09B
LNC
Lincoln National Corp

Financial Services
19.3K
+ 89.41%
$33.37 - $43.29 $644K - $835K
40.9K $1.65B
PULS
Pgim ETF Tr

ETFs
16.8K
+ 46.25%
$49.58 - $49.83 $835K - $839K
53.3K $2.65B
USB
Us Bancorp \De\

Financial Services
16.2K
+ 99.69%
$43.94 - $50.41 $713K - $818K
32.5K $1.57B
LMT
Lockheed Martin Corp

Industrials
1.44K
+ 63.68%
$410.74 - $499.21 $590K - $717K
3.69K $1.84B
VRIG
Invesco Actively Managed ETF F

ETFs
30.9K
+ 52.17%
$25.04 - $25.16 $774K - $778K
90.1K $2.26B
SJNK
Spdr Bloomberg Short Term High

ETFs
29.8K
+ 48.62%
$25.28 - $25.63 $753K - $763K
91K $2.33B
MO
Altria Group, Inc.

Consumer Defensive
9.86K
+ 69.62%
$57.75 - $67.68 $570K - $668K
24K $1.59B
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
81.3K
+ 33.12%
$8.65 - $9.01 $703K - $732K
327K $2.9B
CVX
Chevron Corp

Energy
4.32K
+ 62.7%
$145.57 - $161.83 $628K - $698K
11.2K $1.74B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
40.4K
+ 26.73%
$16.46 - $17.1 $665K - $691K
191K $3.26B
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
63.9K
+ 41.89%
$10.43 - $11.34 $666K - $724K
216K $2.33B
VZ
Verizon Communications Inc

Communication Services
15.7K
+ 60.76%
$40.84 - $45.06 $641K - $708K
41.6K $1.83B
TGT
Target Corp

Consumer Defensive
8.61K
+ 115.69%
$86.56 - $107.43 $745K - $924K
16K $1.44B
XYLD
Global X Fds S&P 500 Covered C

ETFs
17K
+ 14.1%
$38.52 - $39.39 $654K - $669K
137K $5.39B
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
27.9K
+ 58.89%
$24.39 - $24.93 $679K - $694K
75.2K $1.86B
O
Realty Income Corp

Real Estate
10.6K
+ 70.67%
$56.13 - $60.79 $597K - $647K
25.7K $1.56B
TFC
Truist Financial Corp

Financial Services
13.7K
+ 57.93%
$42.83 - $47.07 $588K - $647K
37.5K $1.71B
TNL
Travel & Leisure Co.

Consumer Cyclical
9.26K
+ 54.09%
$53.72 - $63.45 $497K - $588K
26.4K $1.57B
ABBV
Abb Vie Inc.

Healthcare
1.99K
+ 42.8%
$184.85 - $231.54 $367K - $460K
6.63K $1.53B
NPCT
Nuveen Core Plus Impact Fund
59.3K
+ 443.99%
$10.73 - $11.28 $636K - $668K
72.6K $799M
JMBS
Janus Detroit Str Tr Henderson

ETFs
12.6K
+ 19.79%
$44.34 - $45.94 $557K - $577K
76K $3.47B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
25.3K
+ 53.9%
$23.54 - $23.97 $596K - $607K
72.3K $1.73B
VICI
Vici Properties Inc.

Real Estate
18.6K
+ 64.05%
$31.43 - $33.93 $586K - $633K
47.7K $1.56B
KEY
Keycorp

Financial Services
28.3K
+ 50.39%
$17.37 - $19.39 $492K - $549K
84.6K $1.58B
BXSL
Blackstone Secured Lending Fund

Financial Services
31.6K
+ 65.42%
$26.07 - $32.55 $823K - $1.03M
79.9K $2.08B
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
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