Prevail Innovative Wealth Advisors, LLC Portfolio Holdings

Prevail Innovative Wealth Advisors, LLC

  • $283 Billion
  • Q2 2024

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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$91.2B
$4.61 Billion 1.63% of portfolio
26,592
Q2 2024 Added 40.13%
$49.6B
$4.55 Billion 1.61% of portfolio
280,777
Q2 2024 Reduced 0.65%
$34.2B
$4.26 Billion 1.51% of portfolio
14,258
Q2 2024 New
$107B
$4.27 Billion 1.51% of portfolio
21,947
Q2 2024 Added 102.11%
$31.9B
$4.06 Billion 1.44% of portfolio
141,629
Q2 2024 Added 22.81%
$82.4B
$3.37 Billion 1.19% of portfolio
94,752
Q2 2024 New
$20.6B
$3.25 Billion 1.15% of portfolio
173,828
Q2 2024 New
$60B
$2.88 Billion 1.02% of portfolio
61,129
Q2 2024 New
$96.3B
$2.82 Billion 1.0% of portfolio
78,064
Q2 2024 New
$98.1B
$2.83 Billion 1.0% of portfolio
91,415
Q2 2024 New
$63.5B
$2.77 Billion 0.98% of portfolio
95,623
Q2 2024 Reduced 3.05%
$11.6B
$2.71 Billion 0.96% of portfolio
32,400
Q2 2024 Added 12.62%
$27.6B
$2.62 Billion 0.93% of portfolio
52,422
Q2 2024 New
$25.5B
$2.62 Billion 0.93% of portfolio
55,227
Q2 2024 Added 16.22%
$183B
$2.53 Billion 0.9% of portfolio
64,631
Q2 2024 Added 25.17%
$11.5B
$2.16 Billion 0.77% of portfolio
7,917
Q2 2024 Added 29.74%
$170B
$2.09 Billion 0.74% of portfolio
4,613
Q2 2024 Reduced 52.41%
$131B
$2.01 Billion 0.71% of portfolio
6,413
Q2 2024 Added 14.09%
$13.1B
$1.95 Billion 0.69% of portfolio
43,086
Q2 2024 Added 17.13%
$28.1B
$1.93 Billion 0.68% of portfolio
6,552
Q2 2024 Added 19.85%
$72B
$1.88 Billion 0.66% of portfolio
1,776
Q2 2024 Reduced 2.79%
$29B
$1.56 Billion 0.55% of portfolio
17,443
Q2 2024 Reduced 23.28%
$82.6B
$1.08 Billion 0.38% of portfolio
35,050
Q2 2024 Added 8.96%
$100B
$500 Million 0.18% of portfolio
1,476
Q2 2024 Reduced 87.86%
$79.5B
$244 Million 0.09% of portfolio
1,639
Q2 2024 Added 0.43%
$188B
$264 Million 0.09% of portfolio
6,397
Q2 2024 Added 3.51%
$166B
$203 Million 0.07% of portfolio
920
Q2 2024 Reduced 0.86%

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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