Prevail Innovative Wealth Advisors, LLC Sells in Q2 2025

Prevail Innovative Wealth Advisors, LLC

  • $446 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
-65.9K
- 97.68%
$78.21 - $143.81 $5.15M - $9.48M
1.57K $222M
COP
Conocophillips

Energy
-54.9K
- 95.89%
$82.66 - $106.1 $4.54M - $5.83M
2.35K $211M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-24.9K
- 65.34%
$152.93 - $181.74 $3.81M - $4.53M
13.2K $2.4B
AVSC
American Centy ETF Tr Avantis
-75.1K
- 60.93%
$42.39 - $51.76 $3.18M - $3.89M
48.2K $2.48B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-31.4K
- 33.22%
$82.17 - $99.96 $2.58M - $3.14M
63.2K $6.21B
GS
Goldman Sachs Group Inc

Financial Services
-4.56K
- 88.31%
$462.22 - $707.75 $2.11M - $3.23M
604 $428M
STWD
Starwood Property Trust, Inc.

Real Estate
-118K
- 42.31%
$17.28 - $20.41 $2.03M - $2.4M
160K $3.22B
VCIT
Vanguard Intermediate Term Cor

ETFs
-25.3K
- 20.47%
$79.56 - $82.92 $2.01M - $2.1M
98.3K $8.16B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-27.1K
- 28.24%
$45.88 - $54.4 $1.24M - $1.47M
68.8K $3.74B
VICI
Vici Properties Inc.

Real Estate
-37.4K
- 56.25%
$29.41 - $32.97 $1.1M - $1.23M
29.1K $949M
BRO
Brown & Brown, Inc.

Financial Services
-4.49K
- 33.29%
$104.48 - $124.43 $469K - $559K
9K $998M
MPLX
Mplx LP

Energy
-10.2K
- 25.26%
$46.68 - $53.89 $478K - $552K
30.3K $1.56B
NPCT
Nuveen Core Plus Impact Fund
-35.5K
- 72.66%
$9.88 - $11.21 $350K - $398K
13.3K $150M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.96K
- 29.18%
$77.94 - $79.5 $230K - $235K
7.18K $571M
NMFC
New Mountain Finance Corp

Financial Services
-9.82K
- 5.11%
$9.11 - $11.09 $89.5K - $109K
182K $1.92B
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
-7.47K
- 4.67%
$9.19 - $10.76 $68.6K - $80.3K
152K $1.61B
SRLN
Ssga Active Trust

ETFs
-7.88K
- 2.37%
$39.47 - $41.59 $311K - $328K
325K $13.5B
BNDX
Vanguard Total International B

ETFs
-3.55K
- 23.67%
$48.77 - $49.55 $173K - $176K
11.4K $566M
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.25K
- 3.89%
$29.0 - $30.68 $123K - $130K
105K $3.22B
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.02K
- 6.91%
$50.28 - $50.47 $101K - $102K
27.1K $1.36B
HON
Honeywell International Inc

Industrials
-726
- 22.29%
$182.86 - $232.88 $133K - $169K
2.53K $589M
LLY
Eli Lilly & CO

Healthcare
-92
- 24.66%
$713.71 - $898.95 $65.7K - $82.7K
281 $219M
JNJ
Johnson & Johnson

Healthcare
-151
- 3.33%
$146.36 - $159.82 $22.1K - $24.1K
4.39K $670M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
-23.7K
- 21.03%
$10.69 - $14.6 $253K - $346K
89K $1.3B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.11K
- 2.04%
$49.79 - $50.75 $55K - $56.1K
53K $2.69B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-3.26K
- 2.15%
$20.12 - $21.0 $65.7K - $68.5K
149K $3.11B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.1K
- 9.93%
$496.48 - $617.85 $547K - $680K
9.99K $6.17B
TSLA
Tesla, Inc.

Consumer Cyclical
-254
- 23.03%
$221.86 - $362.89 $56.4K - $92.2K
849 $270M
VTI
Vanguard Total Stock Market Et

ETFs
-133
- 14.83%
$243.75 - $303.93 $32.4K - $40.4K
764 $232M
WMT
Walmart Inc.

Consumer Defensive
-163
- 4.24%
$81.79 - $99.98 $13.3K - $16.3K
3.68K $360M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-14
- 2.9%
$416.06 - $551.64 $5.82K - $7.72K
469 $259M
GOOGL
Alphabet Inc.

Communication Services
-419
- 8.13%
$144.7 - $178.6 $60.6K - $74.8K
4.73K $834M
BCAT
Black Rock Capital Allocation Trust

ETFs
-1.61K
- 1.45%
$13.2 - $15.27 $21.3K - $24.6K
110K $1.66B
BIGZ
Black Rock Innovation & Growth Trust
-11.7K
- 4.87%
N/A
229K $1.68B
HIGH
Simplify Exchange Traded Fds E
-3.68K
- 3.13%
N/A
114K $2.76B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-133
- 0.85%
$160.22 - $209.35 $21.3K - $27.8K
15.6K $3.26B
MTZ
Mastec Inc

Industrials
-811
- 3.69%
$106.07 - $171.99 $86K - $139K
21.2K $3.61B
MSFT
Microsoft Corp

Technology
-97
- 0.73%
$354.56 - $497.45 $34.4K - $48.3K
13.2K $6.55B
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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