Prevail Innovative Wealth Advisors, LLC Incresed Positions in Q4 2024

Prevail Innovative Wealth Advisors, LLC

  • $345 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
26.5K
+ 24.3%
$8.21 - $8.88 $218K - $236K
136K $1.12B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
6.14K
+ 44.05%
$25.35 - $25.53 $156K - $157K
20.1K $511M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
6.6K
+ 34.43%
$24.19 - $24.63 $160K - $163K
25.8K $623M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.98K
+ 42.46%
$50.37 - $50.6 $150K - $151K
10K $504M
SCHP
Schwab Strategic Us Tips ETF

ETFs
12.8K
+ 191.43%
$25.74 - $53.78 $330K - $690K
19.5K $505M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
12.6K
+ 15.78%
$11.15 - $12.48 $140K - $157K
92.1K $1.08B
CORP
Pimco Investment Grade Corp Bd

ETFs
1.66K
+ 45.38%
$95.1 - $99.41 $157K - $165K
5.3K $504M
BNDX
Vanguard Total International B

ETFs
2.87K
+ 42.49%
$48.91 - $50.61 $140K - $145K
9.62K $472M
PULS
Pgim ETF Tr

ETFs
2.56K
+ 12.62%
$49.51 - $49.79 $127K - $128K
22.9K $1.13B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
5.55K
+ 3.99%
$23.02 - $23.23 $128K - $129K
145K $3.34B
CVX
Chevron Corp

Energy
842
+ 60.14%
$141.15 - $162.53 $119K - $137K
2.24K $325M
XOM
Exxon Mobil Corp

Energy
1.42K
+ 28.57%
$105.51 - $125.37 $150K - $178K
6.4K $689M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
22K
+ 18.49%
$8.36 - $9.06 $184K - $199K
141K $1.18B
ABBV
Abb Vie Inc.

Healthcare
700
+ 56.82%
$164.99 - $203.87 $115K - $143K
1.93K $343M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.23K
+ 31.53%
$34.13 - $37.35 $144K - $158K
17.7K $603M
DFIV
Dimensional ETF Tr

ETFs
3.39K
+ 25.4%
$34.86 - $37.97 $118K - $129K
16.7K $594M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
15.4K
+ 14.43%
$9.77 - $10.51 $151K - $162K
122K $1.2B
FISV
Fiserv Inc

Technology
102
+ 6.23%
N/A
1.74K $357M
QQQ
Invesco Qqq Trust, Series 1

ETFs
20
+ 4.31%
$481.22 - $538.17 $9.62K - $10.8K
484 $247M
CMCSA
Comcast Corp

Communication Services
8.68K
+ 11.62%
$37.39 - $45.14 $325K - $392K
83.4K $3.13B
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
+ 1.26%
$501.29 - $612.85 $2.51K - $3.06K
403 $210M
PANW
Palo Alto Networks Inc

Technology
676
+ 45.8%
$181.96 - $405.9 $123K - $274K
2.15K $392M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
6.76K
+ 4.97%
$10.44 - $11.67 $70.6K - $78.9K
143K $1.52B
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.36K
+ 3.68%
$24.19 - $50.58 $81.3K - $170K
94.7K $2.3B
Activity Summary
Buys All Purchases 122 New Holdings 47 Increased Positions 75 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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