Prevail Innovative Wealth Advisors, LLC New Holdings in Q3 2025

Prevail Innovative Wealth Advisors, LLC

  • $515 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
76.6K
New
$85.01 - $90.35 $6.51M - $6.92M
76.6K $6.85B
SPYI
Shp ETF Tr Neos S&P 500 High I
130K
New
N/A
130K $6.8B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
15.2K
New
$366.54 - $479.53 $5.57M - $7.29M
15.2K $5.95B
Ge Vernova Inc
8.92K
New
N/A
8.92K $5.48B
MA
Mastercard Inc

Financial Services
9.58K
New
$550.18 - $598.96 $5.27M - $5.74M
9.58K $5.45B
IBKR
Interactive Brokers Group, Inc.

Financial Services
70.2K
New
$56.32 - $68.81 $3.95M - $4.83M
70.2K $4.83B
GFS
Globalfoundries Inc.

Technology
133K
New
$31.62 - $41.66 $4.21M - $5.54M
133K $4.77B
VRT
Vertiv Holdings CO

Industrials
30.6K
New
N/A
30.6K $4.61B
MU
Micron Technology Inc

Technology
27.5K
New
$104.88 - $168.89 $2.88M - $4.64M
27.5K $4.6B
SCHW
Schwab Charles Corp

Financial Services
47.9K
New
$91.03 - $98.69 $4.36M - $4.73M
47.9K $4.57B
GE
General Electric CO

Industrials
14.9K
New
$244.75 - $305.63 $3.65M - $4.56M
14.9K $4.49B
ZTS
Zoetis Inc.

Healthcare
29.9K
New
$141.13 - $159.19 $4.22M - $4.76M
29.9K $4.38B
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
166K
New
$25.78 - $26.62 $4.27M - $4.41M
166K $4.37B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
7.63K
New
$534.91 - $598.71 $4.08M - $4.57M
7.63K $4.29B
NRG
Nrg Energy, Inc.

Utilities
26.1K
New
$144.77 - $173.91 $3.78M - $4.54M
26.1K $4.23B
Ftai Aviation LTD
25K
New
N/A
25K $4.18B
ICSH
Blackrock Ultra Short Term Bon

ETFs
59.6K
New
$50.52 - $50.75 $3.01M - $3.03M
59.6K $3.03B
WES
Western Midstream Partners, LP

Energy
76.1K
New
$37.5 - $41.18 $2.86M - $3.14M
76.1K $2.99B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.44K
New
$567.77 - $614.76 $2.52M - $2.73M
4.44K $2.72B
STRL
Sterling Construction CO Inc

Industrials
7.44K
New
$222.54 - $371.84 $1.65M - $2.77M
7.44K $2.53B
Goldman Sachs ETF Tr
46.5K
New
N/A
46.5K $2.44B
EVR
Evercore Inc.

Financial Services
6.18K
New
$276.5 - $362.79 $1.71M - $2.24M
6.18K $2.08B
TRIN
Trinity Capital Inc.

Financial Services
127K
New
$14.03 - $16.47 $1.78M - $2.08M
127K $1.96B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
30.5K
New
$50.82 - $51.09 $1.55M - $1.56M
30.5K $1.56B
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
69.7K
New
$21.89 - $22.2 $1.53M - $1.55M
69.7K $1.54B
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
124K
New
$12.11 - $12.64 $1.5M - $1.57M
124K $1.53B
KHC
Kraft Heinz CO

Consumer Defensive
56.7K
New
$25.63 - $28.94 $1.45M - $1.64M
56.7K $1.48B
ARCC
Ares Capital Corp

Financial Services
70K
New
$20.41 - $23.25 $1.43M - $1.63M
70K $1.43B
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
158K
New
$8.77 - $9.87 $1.38M - $1.56M
158K $1.42B
NOW
Service Now, Inc.

Technology
1.16K
New
$850.86 - $1044.69 $984K - $1.21M
1.16K $1.06B
Schwab Strategic Tr
28.9K
New
N/A
28.9K $772M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
33.3K
New
$22.78 - $23.33 $759K - $777K
33.3K $763M
BBDC
Barings Bdc, Inc.

Financial Services
81.9K
New
$8.76 - $9.9 $717K - $810K
81.9K $717M
Ishares Bitcoin Trust ETF
9.19K
New
N/A
9.19K $597M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
52.1K
New
$10.81 - $11.15 $563K - $580K
52.1K $575M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
37.3K
New
$14.12 - $14.91 $527K - $556K
37.3K $555M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
21.2K
New
$21.0 - $23.0 $446K - $489K
21.2K $489M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
42.6K
New
$10.08 - $11.67 $429K - $497K
42.6K $462M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
15K
New
$26.16 - $27.65 $392K - $414K
15K $412M
BST
Black Rock Science & Technology Trust

Financial Services
9.58K
New
$38.01 - $41.55 $364K - $398K
9.58K $396M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
15.8K
New
N/A
15.8K $395M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
15.5K
New
$23.55 - $24.8 $365K - $384K
15.5K $384M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
12.6K
New
$20.41 - $20.67 $257K - $260K
12.6K $259M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
9.91K
New
$23.8 - $25.39 $236K - $251K
9.91K $249M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.65K
New
$135.0 - $146.02 $223K - $242K
1.65K $241M
LOW
Lowes Companies Inc

Consumer Cyclical
945
New
$215.01 - $273.02 $203K - $258K
945 $237M
TMO
Thermo Fisher Scientific Inc.

Healthcare
486
New
$404.94 - $499.99 $197K - $243K
486 $236M
VGT
Vanguard Information Technolog

ETFs
269
New
$656.44 - $753.15 $177K - $203K
269 $201M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
13.5K
New
$13.87 - $14.46 $188K - $196K
13.5K $196M
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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