Prevail Innovative Wealth Advisors, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $283 Billion distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $9.53B, J P Morgan Exchange Traded Fd with a value of $8.67B, Wisdomtree Floating Rate Treas with a value of $7.02B, Franklin Templeton ETF Tr Libe with a value of $5.87B, and J P Morgan ETF Tr Nasdaq Equit with a value of $5.85B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $269B to 283B.

Prevail Innovative Wealth Advisors, LLC is based out at Leawood, KS

Below you can find more details about Prevail Innovative Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $283 Billion
ETFs: $98.1 Billion
Financial Services: $33.6 Billion
Energy: $32.3 Billion
Real Estate: $29.7 Billion
Technology: $24.6 Billion
Consumer Defensive: $18.5 Billion
Consumer Cyclical: $14.6 Billion
Industrials: $10.1 Billion
Other: $8.84 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $283 Billion
  • Prior Value $269 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 40 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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