Prevail Innovative Wealth Advisors, LLC New Holdings in Q3 2024

Prevail Innovative Wealth Advisors, LLC

  • $328 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
35.3K
New
$162.83 - $179.16 $5.74M - $6.32M
35.3K $6.32B
CRWD
Crowd Strike Holdings, Inc.

Technology
21.7K
New
$217.89 - $392.15 $4.73M - $8.51M
21.7K $6.09B
CHRD
Oasis Petroleum Inc.

Energy
36.4K
New
$128.01 - $176.98 $4.66M - $6.44M
36.4K $4.74B
CEG
Constellation Energy Corp

Utilities
17.9K
New
$167.08 - $262.86 $2.98M - $4.7M
17.9K $4.64B
SPY
Spdr S&P 500 ETF Trust

ETFs
7.87K
New
$517.38 - $573.86 $4.07M - $4.52M
7.87K $4.52B
STWD
Starwood Property Trust, Inc.

Real Estate
196K
New
$18.75 - $21.11 $3.68M - $4.14M
196K $4B
PFF
Ishares Trust Ishares Pfd And

ETFs
115K
New
$31.18 - $33.5 $3.6M - $3.87M
115K $3.84B
AVGO
Broadcom Inc.

Technology
21.5K
New
$136.27 - $1745.86 $2.93M - $37.6M
21.5K $3.71B
MPLX
Mplx LP

Energy
78.8K
New
$40.44 - $45.07 $3.19M - $3.55M
78.8K $3.5B
CHE
Chemed Corp

Healthcare
5.56K
New
$527.82 - $600.97 $2.93M - $3.34M
5.56K $3.34B
HTGC
Hercules Capital, Inc.

Financial Services
155K
New
$17.71 - $21.67 $2.75M - $3.36M
155K $3.05B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
30.8K
New
$90.87 - $102.43 $2.8M - $3.16M
30.8K $3.05B
THC
Tenet Healthcare Corp

Healthcare
18.3K
New
$129.27 - $168.03 $2.37M - $3.08M
18.3K $3.04B
IDV
Ishares Tr

ETFs
98.3K
New
$27.62 - $30.64 $2.72M - $3.01M
98.3K $2.97B
HIGH
Simplify Exchange Traded Fds E
122K
New
N/A
122K $2.87B
ARCC
Ares Capital Corp

Financial Services
135K
New
$19.8 - $21.28 $2.66M - $2.86M
135K $2.82B
BXSL
Blackstone Secured Lending Fund

Financial Services
95.6K
New
$28.75 - $31.59 $2.75M - $3.02M
95.6K $2.8B
ZS
Zscaler, Inc.

Technology
16.3K
New
$155.9 - $204.47 $2.54M - $3.33M
16.3K $2.79B
SBRA
Sabra Health Care Reit, Inc.

Real Estate
134K
New
$15.15 - $19.2 $2.03M - $2.57M
134K $2.49B
CTO
Cto Realty Growth, Inc.

Real Estate
88.4K
New
$17.36 - $20.15 $1.53M - $1.78M
88.4K $1.68B
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
136K
New
$10.79 - $12.29 $1.47M - $1.67M
136K $1.64B
MRVL
Marvell Technology, Inc.

Technology
22.5K
New
$56.15 - $76.24 $1.27M - $1.72M
22.5K $1.63B
HST
Host Hotels & Resorts, Inc.

Real Estate
90.4K
New
$15.92 - $18.86 $1.44M - $1.7M
90.4K $1.59B
FIS
Fidelity National Information Services, Inc.

Technology
18.5K
New
$72.8 - $85.04 $1.35M - $1.58M
18.5K $1.55B
PYPL
Pay Pal Holdings, Inc.

Financial Services
19.9K
New
$57.22 - $80.08 $1.14M - $1.59M
19.9K $1.55B
PFFA
Etfis Ser Tr I

ETFs
67.8K
New
$20.94 - $22.98 $1.42M - $1.56M
67.8K $1.55B
BVS
Bioventus Inc.

Healthcare
128K
New
$5.73 - $11.95 $734K - $1.53M
128K $1.53B
PAA
Plains All American Pipeline LP

Energy
85.6K
New
$17.0 - $19.03 $1.45M - $1.63M
85.6K $1.49B
CRM
Salesforce, Inc.

Technology
5.37K
New
$238.42 - $276.53 $1.28M - $1.48M
5.37K $1.47B
Celestica Inc
28.7K
New
N/A
28.7K $1.46B
POWL
Powell Industries Inc

Industrials
6.42K
New
$130.27 - $221.99 $837K - $1.43M
6.42K $1.43B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7.9K
New
$138.85 - $182.81 $1.1M - $1.44M
7.9K $1.4B
SPOT
Spotify Technology S.A.

Communication Services
3.57K
New
$290.16 - $384.01 $1.04M - $1.37M
3.57K $1.31B
BLBD
Blue Bird Corp

Consumer Cyclical
27.1K
New
$45.15 - $54.51 $1.22M - $1.48M
27.1K $1.3B
ADBE
Adobe Inc.

Technology
2.31K
New
$508.13 - $586.55 $1.17M - $1.35M
2.31K $1.2B
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
107K
New
$9.67 - $10.51 $1.03M - $1.12M
107K $1.12B
KRP
Kimbell Royalty Partners, LP

Energy
59.6K
New
$15.11 - $17.05 $900K - $1.02M
59.6K $958M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
79.6K
New
$9.76 - $11.79 $776K - $938K
79.6K $934M
GDV
Gabelli Dividend & Income Trust

Financial Services
38.1K
New
$22.05 - $24.45 $841K - $932K
38.1K $932M
PK
Park Hotels & Resorts Inc.

Real Estate
53.2K
New
$13.63 - $15.7 $725K - $836K
53.2K $751M
RING
Ishares Inc Msci Global Gold M

ETFs
15.2K
New
$27.51 - $34.67 $418K - $527K
15.2K $502M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
19.6K
New
$22.96 - $24.67 $450K - $483K
19.6K $484M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
19.2K
New
$23.61 - $24.64 $453K - $472K
19.2K $469M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
39.3K
New
$10.38 - $11.34 $407K - $445K
39.3K $445M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.85K
New
$77.02 - $85.06 $373K - $412K
4.85K $410M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
16.5K
New
$23.04 - $24.06 $380K - $397K
16.5K $397M
CORP
Pimco Investment Grade Corp Bd

ETFs
3.65K
New
$94.36 - $100.01 $344K - $365K
3.65K $363M
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.71K
New
$51.58 - $53.79 $346K - $361K
6.71K $360M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.02K
New
$50.25 - $50.74 $353K - $356K
7.02K $356M
Activity Summary
Buys All Purchases 124 New Holdings 61 Increased Positions 63 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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