The Analysis of PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's Holdings
Currently, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds 201 types of securities in its portfolio with a total value $515.1M. In the most recent quarter, they have increased their positions in TLT (+76.6K shares, valued at $6.8M), SPYI (+130.0K shares, valued at $6.8M), HELO (+104.3K shares, valued at $6.8M); decreased their positions in AAPL (-28.0K shares, valued at $7.1M), NVDA (-37.5K shares, valued at $7.0M), JEPQ (-63.4K shares, valued at $3.6M); initiated new positions in TLT (+76.6K shares, valued at $6.8M), SPYI (+130.0K shares, valued at $6.8M), VRTX (+15.2K shares, valued at $6.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FLBL FRANKLIN TEMPLETON ETF TR737.4K shares10.18%2025-09-302025-11-13
SRLN SSGA ACTIVE ETF TR362.5K shares11.71%2025-09-302025-11-13 TLTW ISHARES TR489.6K shares58.58%2025-09-302025-11-13 XOM EXXON MOBIL CORP79.1K shares14.55%2025-09-302025-11-13 QQQM INVESCO EXCH TRADED FD TR II31.7K shares-3.22%2025-09-302025-11-13 SPHQ INVESCO EXCHANGE TRADED FD T106.8K shares2.75%2025-09-302025-11-13 XMHQ INVESCO EXCHANGE TRADED FD T73.0K shares15.59%2025-09-302025-11-13 SHLD GLOBAL X FDS108.5K shares219.61%2025-09-302025-11-13 HELO J P MORGAN EXCHANGE TRADED F111.5K shares1439.99%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR10.8K shares7.75%2025-09-302025-11-13 PLD PROLOGIS INC.61.1K shares6.93%2025-09-302025-11-13 JEPI J P MORGAN EXCHANGE TRADED F120.6K shares6.56%2025-09-302025-11-13 TLT ISHARES TR76.6K sharesnew addition2025-09-302025-11-13 SPYI NEOS ETF TRUST130.0K sharesnew addition2025-09-302025-11-13 NVDA NVIDIA CORPORATION34.5K shares-52.11%2025-09-302025-11-13 LLY ELI LILLY & CO8.0K shares2737.72%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.19.2K shares1221.89%2025-09-302025-11-13 VRTX VERTEX PHARMACEUTICALS INC15.2K sharesnew addition2025-09-302025-11-13 CTO CTO RLTY GROWTH INC NEW360.1K shares40.41%2025-09-302025-11-13 MSFT MICROSOFT CORP11.3K shares-14.54%2025-09-302025-11-13 AMZN AMAZON COM INC25.3K shares3.90%2025-09-302025-11-13 GEV GE VERNOVA INC8.9K sharesnew addition2025-09-302025-11-13 MA MASTERCARD INCORPORATED9.6K sharesnew addition2025-09-302025-11-13 XYLD GLOBAL X FDS137.4K shares14.10%2025-09-302025-11-13 DELL DELL TECHNOLOGIES INC36.3K shares-6.65%2025-09-302025-11-13 LHX L3HARRIS TECHNOLOGIES INC16.1K shares-29.01%2025-09-302025-11-13 CPT CAMDEN PPTY TR45.8K shares44.09%2025-09-302025-11-13 IBKR INTERACTIVE BROKERS GROUP IN70.2K sharesnew addition2025-09-302025-11-13 GFS GLOBALFOUNDRIES INC133.1K sharesnew addition2025-09-302025-11-13 FRT FEDERAL RLTY INVT TR NEW46.3K shares24.64%2025-09-302025-11-13 VRT VERTIV HOLDINGS CO30.6K sharesnew addition2025-09-302025-11-13 MU MICRON TECHNOLOGY INC27.5K sharesnew addition2025-09-302025-11-13 SCHW SCHWAB CHARLES CORP47.9K sharesnew addition2025-09-302025-11-13 EXLS EXLSERVICE HOLDINGS INC103.8K sharesnew addition2025-09-302025-11-13 GE GE AEROSPACE14.9K sharesnew addition2025-09-302025-11-13 ZTS ZOETIS INC29.9K sharesnew addition2025-09-302025-11-13 USDU WISDOMTREE TR165.7K sharesnew addition2025-09-302025-11-13 ORLY OREILLY AUTOMOTIVE INC40.2K shares-0.66%2025-09-302025-11-13 PANW PALO ALTO NETWORKS INC21.1K shares229.29%2025-09-302025-11-13 REGN REGENERON PHARMACEUTICALS7.6K sharesnew addition2025-09-302025-11-13 MTZ MASTEC INC20.0K shares-5.63%2025-09-302025-11-13 NRG NRG ENERGY INC26.1K sharesnew addition2025-09-302025-11-13 ZS ZSCALER INC14.0K shares418.30%2025-09-302025-11-13 FTAI FTAI AVIATION LTD25.0K sharesnew addition2025-09-302025-11-13 JBBB JANUS DETROIT STR TR86.2K shares10.59%2025-09-302025-11-13 SPGI S&P GLOBAL INC8.1K shares11.65%2025-09-302025-11-13 AAPL APPLE INC14.6K shares-65.79%2025-09-302025-11-13 JMBS JANUS DETROIT STR TR76.0K shares19.79%2025-09-302025-11-13 WAB WABTEC16.5K shares5.84%2025-09-302025-11-13 QYLD GLOBAL X FDS191.5K shares26.73%2025-09-302025-11-13 META META PLATFORMS INC4.4K shares-29.01%2025-09-302025-11-13 JSI JANUS DETROIT STR TR59.2K shares42.12%2025-09-302025-11-13 KNG FIRST TR EXCHANGE-TRADED FD62.6K shares-5.10%2025-09-302025-11-13 EVSD MORGAN STANLEY ETF TRUST59.8K shares7.20%2025-09-302025-11-13 PFFA ETFIS SER TR I139.7K shares-37.97%2025-09-302025-11-13 GLPI GAMING & LEISURE PPTYS INC65.0K shares47.67%2025-09-302025-11-13 ICSH ISHARES TR59.6K sharesnew addition2025-09-302025-11-13 WES WESTERN MIDSTREAM PARTNERS L76.1K sharesnew addition2025-09-302025-11-13 REM ISHARES TR136.1K shares21.57%2025-09-302025-11-13 EFC ELLINGTON FINANCIAL INC229.8K shares6.77%2025-09-302025-11-13 ET ENERGY TRANSFER L P173.7K shares-2.59%2025-09-302025-11-13 AVSC AMERICAN CENTY ETF TR51.1K shares6.02%2025-09-302025-11-13 WIW WESTERN AST INFL LKD OPP & I326.7K shares33.12%2025-09-302025-11-13 MPLX MPLX LP58.0K shares91.64%2025-09-302025-11-13 AGNC AGNC INVT CORP292.3K shares-6.30%2025-09-302025-11-13 VOO VANGUARD INDEX FDS4.4K sharesnew addition2025-09-302025-11-13 BKLN INVESCO EXCH TRADED FD TR II128.7K shares-13.40%2025-09-302025-11-13 PULS PGIM ETF TR53.3K shares46.25%2025-09-302025-11-13 NFJ VIRTUS DIVIDEND INTEREST & P197.0K shares15.84%2025-09-302025-11-13 AVUS AMERICAN CENTY ETF TR23.2K shares-1.52%2025-09-302025-11-13 STRL STERLING INFRASTRUCTURE INC7.4K sharesnew addition2025-09-302025-11-13 CLOA BLACKROCK ETF TRUST II47.6K shares20.33%2025-09-302025-11-13 GPIQ GOLDMAN SACHS ETF TR46.5K sharesnew addition2025-09-302025-11-13 MORT VANECK ETF TRUST216.3K shares41.89%2025-09-302025-11-13 SJNK SPDR SERIES TRUST91.0K shares48.62%2025-09-302025-11-13 JAAA JANUS DETROIT STR TR45.7K shares-13.88%2025-09-302025-11-13 JPIE J P MORGAN EXCHANGE TRADED F49.7K shares67.70%2025-09-302025-11-13 JQC NUVEEN CR STRATEGIES INCOME430.4K shares21.35%2025-09-302025-11-13 HIGH SIMPLIFY EXCHANGE TRADED FUN98.2K shares-13.83%2025-09-302025-11-13 VRIG INVESCO ACTIVELY MANAGED EXC90.1K shares52.17%2025-09-302025-11-13 AMLP ALPS ETF TR47.9K shares-4.13%2025-09-302025-11-13 PMT PENNYMAC MTG INVT TR180.5K shares-1.39%2025-09-302025-11-13 JRI NUVEEN REAL ASSET INCOME & G152.7K shares15.58%2025-09-302025-11-13 HQH ABRDN HEALTHCARE INVESTORS117.1K shares13.13%2025-09-302025-11-13 AOD ABRDN TOTAL DYNAMIC DIVIDEND223.2K shares17.89%2025-09-302025-11-13 EVR EVERCORE INC6.2K sharesnew addition2025-09-302025-11-13 BXSL BLACKSTONE SECD LENDING FD79.9K shares65.42%2025-09-302025-11-13 DPG DUFF & PHELPS UTLITY AND INF160.1K shares22.72%2025-09-302025-11-13 SDSI AMERICAN CENTY ETF TR39.9K shares77.80%2025-09-302025-11-13 ETV EATON VANCE TAX-MANAGED BUY-143.5K shares25.66%2025-09-302025-11-13 HTGC HERCULES CAPITAL INC107.1K shares21.55%2025-09-302025-11-13 PAAA PGIM ETF TR39.0K shares24.33%2025-09-302025-11-13 EVV EATON VANCE LIMITED DURATION197.8K shares21.23%2025-09-302025-11-13 EVT EATON VANCE TAX ADVT DIV INC82.1K shares22.62%2025-09-302025-11-13 AWF ALLIANCEBERNSTEIN GLOBAL HIG178.5K shares24.28%2025-09-302025-11-13 RA BROOKFIELD REAL ASSETS INCOM148.8K shares22.52%2025-09-302025-11-13 WDI WESTERN ASSET DIVERSIFIED IN133.7K shares21.86%2025-09-302025-11-13 TRIN TRINITY CAP INC126.6K sharesnew addition2025-09-302025-11-13 JFR NUVEEN FLOATING RATE INCOME238.8K shares24.40%2025-09-302025-11-13 VRP INVESCO EXCH TRADED FD TR II75.2K shares58.89%2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP3.7K shares63.68%2025-09-302025-11-13 DFAS DIMENSIONAL ETF TRUST26.9K shares-6.20%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC41.6K shares60.76%2025-09-302025-11-13 CVS CVS HEALTH CORP23.6K shares94.39%2025-09-302025-11-13 AVEM AMERICAN CENTY ETF TR23.6K shares-5.03%2025-09-302025-11-13 ADX ADAMS DIVERSIFIED EQUITY FD78.6K shares209.49%2025-09-302025-11-13 CVX CHEVRON CORP NEW11.2K shares62.70%2025-09-302025-11-13 SPHY SPDR SERIES TRUST72.3K shares53.90%2025-09-302025-11-13 QGRO AMERICAN CENTY ETF TR15.1K shares-2.29%2025-09-302025-11-13 TFC TRUIST FINL CORP37.5K shares57.93%2025-09-302025-11-13 ES EVERSOURCE ENERGY23.3K shares110.26%2025-09-302025-11-13 NCZ VIRTUS CONVERTIBLE & INC FD121.0K shares21.62%2025-09-302025-11-13 EVRG EVERGY INC21.7K shares101.87%2025-09-302025-11-13 LNC LINCOLN NATL CORP IND40.9K shares89.41%2025-09-302025-11-13 OBDC BLUE OWL CAPITAL CORPORATION128.5K shares-7.00%2025-09-302025-11-13 JPST J P MORGAN EXCHANGE TRADED F32.0K shares57.92%2025-09-302025-11-13 FLTR VANECK ETF TRUST62.5K shares55.32%2025-09-302025-11-13 FLRN SPDR SERIES TRUST51.7K shares51.40%2025-09-302025-11-13 MO ALTRIA GROUP INC24.0K shares69.62%2025-09-302025-11-13 EPD ENTERPRISE PRODS PARTNERS L50.6K shares-3.21%2025-09-302025-11-13 KEY KEYCORP84.6K shares50.39%2025-09-302025-11-13 USB US BANCORP DEL32.5K shares99.69%2025-09-302025-11-13 TNL TRAVEL PLUS LEISURE CO26.4K shares54.09%2025-09-302025-11-13 SCHR SCHWAB STRATEGIC TR62.4K shares-6.55%2025-09-302025-11-13 O REALTY INCOME CORP25.7K shares70.67%2025-09-302025-11-13 FLOT ISHARES TR30.5K sharesnew addition2025-09-302025-11-13 VICI VICI PPTYS INC47.7K shares64.05%2025-09-302025-11-13 BSJS INVESCO EXCH TRD SLF IDX FD69.7K sharesnew addition2025-09-302025-11-13 ABBV ABBVIE INC6.6K shares42.80%2025-09-302025-11-13 KYN KAYNE ANDERSON ENERGY INFRST124.1K sharesnew addition2025-09-302025-11-13 BMY BRISTOL-MYERS SQUIBB CO33.7K shares6.55%2025-09-302025-11-13 OKE ONEOK INC NEW20.5K shares76.61%2025-09-302025-11-13 CSWC CAPITAL SOUTHWEST CORP68.3K shares21.03%2025-09-302025-11-13 STWD STARWOOD PPTY TR INC76.4K shares-52.33%2025-09-302025-11-13 KHC KRAFT HEINZ CO56.7K sharesnew addition2025-09-302025-11-13 TGT TARGET CORP16.0K shares115.69%2025-09-302025-11-13 ARCC ARES CAPITAL CORP70.0K sharesnew addition2025-09-302025-11-13 KREF KKR REAL ESTATE FIN TR INC157.6K sharesnew addition2025-09-302025-11-13 BDJ BLACKROCK ENHANCED EQUITY DI148.7K shares-7.82%2025-09-302025-11-13 USFR WISDOMTREE TR24.7K shares-8.83%2025-09-302025-11-13 GOOGL ALPHABET INC5.1K shares7.38%2025-09-302025-11-13 ALEX ALEXANDER & BALDWIN INC NEW63.6K shares-1.92%2025-09-302025-11-13 SCHB SCHWAB STRATEGIC TR45.0K shares3.07%2025-09-302025-11-13 DFIV DIMENSIONAL ETF TRUST25.1K shares-26.35%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON6.0K shares36.20%2025-09-302025-11-13 AB ALLIANCEBERNSTEIN HLDG L P28.4K shares30.08%2025-09-302025-11-13 NOW SERVICENOW INC1.2K sharesnew addition2025-09-302025-11-13 GIS GENERAL MLS INC19.1K shares79.62%2025-09-302025-11-13 RAAX VANECK ETF TRUST26.2K shares1.45%2025-09-302025-11-13 BNDX VANGUARD CHARLOTTE FDS18.0K shares57.68%2025-09-302025-11-13 SPDW SPDR INDEX SHS FDS20.7K shares-3.94%2025-09-302025-11-13 VCSH VANGUARD SCOTTSDALE FDS11.0K shares53.62%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL1.7K shares0.00%2025-09-302025-11-13 NPCT NUVEEN CORE PLUS IMPACT FUND72.6K shares443.99%2025-09-302025-11-13 SCYB SCHWAB STRATEGIC TR28.9K sharesnew addition2025-09-302025-11-13 CDX SIMPLIFY EXCHANGE TRADED FUN33.3K sharesnew addition2025-09-302025-11-13 VNLA JANUS DETROIT STR TR15.0K shares66.32%2025-09-302025-11-13 HON HONEYWELL INTL INC3.4K shares34.77%2025-09-302025-11-13 BBDC BARINGS BDC INC81.9K sharesnew addition2025-09-302025-11-13 BUFR FIRST TR EXCHNG TRADED FD VI19.4K shares0.00%2025-09-302025-11-13 IBIT ISHARES BITCOIN TRUST ETF9.2K sharesnew addition2025-09-302025-11-13 BTZ BLACKROCK CR ALLOCATION INCO52.1K sharesnew addition2025-09-302025-11-13 V VISA INC1.7K shares3.10%2025-09-302025-11-13 DIAX NUVEEN DOW 30 DYNMC OVERWRT37.3K sharesnew addition2025-09-302025-11-13 GS GOLDMAN SACHS GROUP INC666 shares10.26%2025-09-302025-11-13 CII BLACKROCK ENHANCED LARGE CAP21.2K sharesnew addition2025-09-302025-11-13 FBRT FRANKLIN BSP RLTY TR INC42.6K sharesnew addition2025-09-302025-11-13 WMT WALMART INC4.3K shares17.64%2025-09-302025-11-13 VTI VANGUARD INDEX FDS1.3K shares72.25%2025-09-302025-11-13 QQQX NUVEEN NASDAQ 100 DYNAMIC OV15.0K sharesnew addition2025-09-302025-11-13 TSLA TESLA INC909 shares7.07%2025-09-302025-11-13 BST BLACKROCK SCIENCE & TECHNOLO9.6K sharesnew addition2025-09-302025-11-13 PDX PIMCO DYNAMIC INCOME STRATEG15.8K sharesnew addition2025-09-302025-11-13 BRO BROWN & BROWN INC4.1K shares-54.06%2025-09-302025-11-13 HTD HANCOCK JOHN TAX-ADVANTAGED15.5K sharesnew addition2025-09-302025-11-13 GDV GABELLI DIVID & INCOME TR14.1K shares-80.09%2025-09-302025-11-13 IEFA ISHARES TR4.3K shares13.49%2025-09-302025-11-13 SCHZ SCHWAB STRATEGIC TR15.2K shares9.26%2025-09-302025-11-13 ORCL ORACLE CORP1.3K shares16.16%2025-09-302025-11-13 HD HOME DEPOT INC854 shares11.78%2025-09-302025-11-13 JEPQ J P MORGAN EXCHANGE TRADED F5.4K shares-92.13%2025-09-302025-11-13 VUG VANGUARD INDEX FDS630 shares0.00%2025-09-302025-11-13 VO VANGUARD INDEX FDS1.0K shares-3.21%2025-09-302025-11-13 QQQ INVESCO QQQ TR455 shares-2.99%2025-09-302025-11-13 BSCS INVESCO EXCH TRD SLF IDX FD12.6K sharesnew addition2025-09-302025-11-13 AMD ADVANCED MICRO DEVICES INC1.6K shares1.28%2025-09-302025-11-13 VTV VANGUARD INDEX FDS1.3K shares0.00%2025-09-302025-11-13 NIE VIRTUS EQUITY & CONV INCM FD9.9K sharesnew addition2025-09-302025-11-13 ITOT ISHARES TR1.7K sharesnew addition2025-09-302025-11-13 LOW LOWES COS INC945 sharesnew addition2025-09-302025-11-13 TMO THERMO FISHER SCIENTIFIC INC486 sharesnew addition2025-09-302025-11-13 SO SOUTHERN CO2.4K shares0.33%2025-09-302025-11-13 COP CONOCOPHILLIPS2.4K shares0.89%2025-09-302025-11-13 FI FISERV INC1.7K shares0.00%2025-09-302025-11-13 PSQH PSQ HOLDINGS INC115.8K shares0.00%2025-09-302025-11-13 VGT VANGUARD WORLD FD269 sharesnew addition2025-09-302025-11-13 BXMX NUVEEN S&P 500 BUY-WRITE INC13.5K sharesnew addition2025-09-302025-11-13 IGA VOYA GLBL ADV & PREM OPP FD13.5K sharesnew addition2025-09-302025-11-13 BEEP MOBILE INFRASTRUCTURE CORP17.3K shares0.00%2025-09-302025-11-13 CLIR CLEARSIGN TECHNOLOGIES CORP38.3K shares0.00%2025-09-302025-11-13 CUE CUE BIOPHARMA INC19.0K shares0.00%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available