Prevail Innovative Wealth Advisors
Latest statistics and disclosures from Prevail Innovative Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RSP, QQQM, SPHQ, AVSC, XMHQ, and represent 14.66% of Prevail Innovative Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: RSP (+$29M), LLY (+$12M), GOOG (+$9.8M), ANET (+$9.6M), NEE (+$9.5M), UBER (+$9.5M), AMT (+$8.9M), MKSI (+$8.8M), BAC (+$7.5M), WFC (+$7.4M).
- Started 67 new stock positions in JMST, PWR, USA, COST, MRSH, NVT, RVT, JMUB, AEYE, CMI.
- Reduced shares in these 10 stocks: MU (-$15M), LRCX (-$14M), JBND (-$14M), XOM (-$9.5M), , AVGO (-$8.8M), MSFT (-$8.6M), BKR (-$8.4M), MLPA (-$8.3M), IHE (-$8.1M).
- Sold out of its positions in AMLP, KORP, AVIG, AMKR, APLE, APP, AVY, BKR, CDNS, CNS.
- Prevail Innovative Wealth Advisors was a net buyer of stock by $18M.
- Prevail Innovative Wealth Advisors has $671M in assets under management (AUM), dropping by 12.99%.
- Central Index Key (CIK): 0001989941
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Positions held by Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors holds 197 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.2 | $29M | NEW | 134k | 212.77 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.8 | $19M | +39% | 62k | 302.97 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 2.6 | $17M | +51% | 193k | 90.10 |
|
| American Centy Etf Tr Avan Us Smal Etf (AVSC) | 2.6 | $17M | +16% | 234k | 73.34 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 2.5 | $17M | +46% | 148k | 112.88 |
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| Eli Lilly & Co. (LLY) | 1.8 | $12M | NEW | 10k | 1199.43 |
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| Vaneck Etf Trust Commodity Stgy (PIT) | 1.8 | $12M | +48% | 180k | 66.01 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 1.7 | $12M | +39% | 220k | 53.09 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $11M | +33% | 33k | 327.33 |
|
| O'reilly Automotive (ORLY) | 1.6 | $11M | +185% | 114k | 92.09 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $9.8M | NEW | 28k | 353.33 |
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| Arista Networks Com Shs (ANET) | 1.4 | $9.6M | NEW | 56k | 169.88 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 1.4 | $9.5M | 195k | 49.07 |
|
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| Nextera Energy (NEE) | 1.4 | $9.5M | NEW | 108k | 87.77 |
|
| Uber Technologies (UBER) | 1.4 | $9.5M | NEW | 131k | 72.16 |
|
| Janus Detroit Str Tr Hende Incom Etf (JIII) | 1.4 | $9.5M | 190k | 49.84 |
|
|
| Neos Etf Trust Russ 2000 Hi Etf (IWMI) | 1.4 | $9.4M | +88% | 175k | 53.52 |
|
| Ge Vernova (GEV) | 1.4 | $9.1M | -10% | 7.8k | 1174.86 |
|
| Invesco Actively Managed Exc S&p 500 Equa Etf (RSPA) | 1.3 | $9.0M | 169k | 53.35 |
|
|
| American Tower Reit (AMT) | 1.3 | $8.9M | NEW | 54k | 163.57 |
|
| Invesco Actively Managed Exc Msci Eafe In Etf (EFAA) | 1.3 | $8.9M | 160k | 55.76 |
|
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| Monolithic Power Systems (MPWR) | 1.3 | $8.8M | +161% | 6.4k | 1382.36 |
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| MKS Instruments (MKSI) | 1.3 | $8.8M | NEW | 20k | 444.80 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 1.3 | $8.7M | +2% | 173k | 50.50 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.3 | $8.7M | 426k | 20.37 |
|
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| Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH) | 1.3 | $8.5M | 421k | 20.17 |
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| Annaly Capital Management In Com New (NLY) | 1.1 | $7.7M | +58% | 343k | 22.36 |
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| Global X Fds Defense Tech Etf (SHLD) | 1.1 | $7.5M | +14% | 126k | 59.71 |
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| Bank of America Corporation (BAC) | 1.1 | $7.5M | NEW | 131k | 56.98 |
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| Wells Fargo & Company (WFC) | 1.1 | $7.4M | NEW | 90k | 82.64 |
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| Gaming & Leisure Pptys (GLPI) | 1.1 | $7.1M | +151% | 158k | 44.53 |
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| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 1.0 | $7.0M | +46% | 259k | 27.05 |
|
| Neos Etf Trust Real Est Hig Etf (IYRI) | 1.0 | $6.9M | 141k | 49.11 |
|
|
| J P Morgan Exchange Traded F Acti High Yi Etf (JPHY) | 1.0 | $6.9M | 137k | 50.46 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 1.0 | $6.9M | +7% | 56k | 123.44 |
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| Amazon (AMZN) | 0.9 | $6.3M | -37% | 27k | 238.34 |
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| Quanta Services (PWR) | 0.9 | $6.2M | NEW | 8.6k | 720.04 |
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| Morgan Stanley Etf Trust Eato Va Dura Etf (EVSD) | 0.9 | $6.2M | +178% | 121k | 50.85 |
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| American Centy Etf Tr Short Durtn Strg (SDSI) | 0.9 | $5.8M | +39% | 114k | 51.35 |
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| Ftai Aviation SHS (FTAI) | 0.9 | $5.8M | 21k | 270.53 |
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| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 0.8 | $5.4M | -23% | 92k | 59.31 |
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| Rithm Capital Corp Com New (RITM) | 0.8 | $5.2M | +5% | 553k | 9.39 |
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| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.8 | $5.2M | 101k | 51.27 |
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| L3harris Technologies (LHX) | 0.8 | $5.2M | +14% | 18k | 290.59 |
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| NVIDIA Corporation (NVDA) | 0.8 | $5.0M | -34% | 25k | 200.09 |
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| MasTec (MTZ) | 0.7 | $4.9M | -17% | 12k | 416.06 |
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| Crown Castle Intl (CCI) | 0.7 | $4.8M | NEW | 64k | 75.73 |
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| Vertiv Holdings Com Cl A (VRT) | 0.7 | $4.8M | -15% | 14k | 334.82 |
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| Eaton Corp SHS (ETN) | 0.7 | $4.7M | NEW | 11k | 426.12 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.7 | $4.7M | +45% | 49k | 96.49 |
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| Carpenter Technology Corporation (CRS) | 0.7 | $4.7M | +4% | 7.6k | 616.84 |
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| Nvent Elec SHS (NVT) | 0.7 | $4.7M | NEW | 28k | 169.61 |
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| Simplify Exchange Traded Fun Health Care Etf (PINK) | 0.7 | $4.6M | NEW | 118k | 39.15 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.7 | $4.5M | +46% | 35k | 128.08 |
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| Viavi Solutions Inc equities (VIAV) | 0.7 | $4.5M | NEW | 93k | 47.75 |
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| Wabtec Corporation (WAB) | 0.7 | $4.4M | NEW | 16k | 269.60 |
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| UnitedHealth (UNH) | 0.6 | $4.3M | +41% | 10k | 415.64 |
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| VSE Corporation (VSEC) | 0.6 | $4.3M | +42% | 19k | 228.50 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.6 | $4.3M | +87% | 80k | 54.02 |
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| Visa Com Cl A (V) | 0.6 | $4.2M | +659% | 12k | 343.09 |
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| Sterling Construction Company (STRL) | 0.6 | $4.2M | -65% | 5.0k | 839.36 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $3.9M | +50% | 5.7k | 686.81 |
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| Wal-Mart Stores (WMT) | 0.6 | $3.9M | +736% | 34k | 113.26 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.6 | $3.8M | +222% | 78k | 49.55 |
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| Merck & Co (MRK) | 0.6 | $3.8M | +45% | 30k | 128.50 |
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| Citigroup Com New (C) | 0.6 | $3.8M | -29% | 27k | 139.96 |
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| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.6 | $3.7M | -50% | 65k | 56.79 |
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| Invesco Actively Managed Exc Qqq Inc Adv Etf (QQA) | 0.6 | $3.7M | -52% | 64k | 57.63 |
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| Agnc Invt Corp Com reit (AGNC) | 0.5 | $3.6M | NEW | 333k | 10.90 |
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| Apple (AAPL) | 0.5 | $3.6M | -6% | 13k | 289.37 |
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| Pepsi (PEP) | 0.5 | $3.6M | NEW | 27k | 135.40 |
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| Coca-Cola Company (KO) | 0.5 | $3.6M | +52% | 44k | 81.27 |
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| Us Bancorp Com New (USB) | 0.5 | $3.6M | +35% | 59k | 60.40 |
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| Goldman Sachs (GS) | 0.5 | $3.5M | +159% | 3.5k | 1011.39 |
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| Truist Financial Corp equities (TFC) | 0.5 | $3.5M | +37% | 70k | 49.82 |
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| Evergy (EVRG) | 0.5 | $3.5M | +40% | 40k | 86.43 |
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| Altria (MO) | 0.5 | $3.4M | +34% | 48k | 71.95 |
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| Proshares Tr S&p 500 High Etf (ISPY) | 0.5 | $3.4M | +42% | 71k | 48.19 |
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| Lowe's Companies (LOW) | 0.5 | $3.4M | NEW | 15k | 220.49 |
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| Api Group Corp Com Stk (APG) | 0.5 | $3.3M | +18% | 79k | 42.35 |
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| Ishares Tr 20+ Year Tr Bd (TLTW) | 0.5 | $3.3M | -64% | 148k | 22.34 |
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| Xcel Energy (XEL) | 0.5 | $3.3M | +44% | 41k | 80.30 |
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| McKesson Corporation (MCK) | 0.5 | $3.2M | +47% | 4.3k | 755.60 |
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| Stride (LRN) | 0.5 | $3.2M | +14% | 37k | 86.24 |
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| Modine Manufacturing (MOD) | 0.5 | $3.2M | -52% | 12k | 267.02 |
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| American Centy Etf Tr Us Quality Grow (QGRO) | 0.5 | $3.2M | +68% | 27k | 118.05 |
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| Firstcash Holdings (FCFS) | 0.5 | $3.1M | 15k | 216.32 |
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| Intuit (INTU) | 0.5 | $3.1M | NEW | 12k | 261.00 |
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| Invesco Actively Managed Exc Var Rate Invt (VRIG) | 0.5 | $3.0M | +28% | 121k | 25.07 |
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| Johnson & Johnson (JNJ) | 0.5 | $3.0M | +75% | 12k | 253.97 |
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| Abbott Laboratories (ABT) | 0.4 | $2.8M | NEW | 31k | 90.74 |
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| Waste Management (WM) | 0.4 | $2.8M | NEW | 13k | 222.88 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $2.7M | +27% | 33k | 82.34 |
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| Union Pacific Corporation (UNP) | 0.4 | $2.7M | NEW | 10k | 272.00 |
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| Invesco SHS (IVZ) | 0.4 | $2.5M | NEW | 97k | 26.39 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $2.4M | +166% | 41k | 57.84 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.3 | $2.1M | +45% | 21k | 103.05 |
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| Microsoft Corporation (MSFT) | 0.3 | $2.1M | -80% | 5.6k | 373.02 |
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| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.3 | $2.1M | +25% | 52k | 39.67 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $1.8M | +43% | 55k | 33.29 |
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| Honeywell Aerospace (HONA) | 0.3 | $1.7M | NEW | 7.8k | 221.08 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.7M | +2% | 2.3k | 736.40 |
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| Honeywell International (HON) | 0.2 | $1.7M | NEW | 7.5k | 223.89 |
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| Micron Technology (MU) | 0.2 | $1.6M | -89% | 1.4k | 1154.29 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.6M | 54k | 28.96 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $1.6M | +405% | 76k | 20.36 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.2 | $1.5M | +29% | 31k | 50.39 |
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| Global X Fds Artificial Etf (AIQ) | 0.2 | $1.5M | +25% | 23k | 65.61 |
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| Harbor Etf Trust Long Term Grower (WINN) | 0.2 | $1.4M | NEW | 43k | 32.47 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.1M | +1163% | 8.8k | 124.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.1M | +40% | 2.1k | 500.39 |
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| J P Morgan Exchange Traded F Infl Mana Bd Etf (JCPI) | 0.2 | $1.1M | +403% | 22k | 47.85 |
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| Vaneck Etf Trust Urani Nucle Etf (NLR) | 0.2 | $1.0M | +45% | 9.0k | 115.98 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.2 | $1.0M | NEW | 21k | 50.66 |
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| Coreweave Com Cl A (CRWV) | 0.2 | $1.0M | NEW | 10k | 99.54 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $1.0M | NEW | 20k | 51.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $984k | -17% | 2.7k | 370.04 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $978k | -90% | 7.2k | 136.73 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $889k | -52% | 2.5k | 357.37 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $821k | -26% | 1.1k | 746.77 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $736k | +141% | 8.4k | 87.88 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $707k | -68% | 29k | 24.31 |
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| Broadcom (AVGO) | 0.1 | $701k | -92% | 1.9k | 377.70 |
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| Tesla Motors (TSLA) | 0.1 | $688k | +87% | 1.6k | 420.60 |
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| Metropcs Communications (TMUS) | 0.1 | $656k | +228% | 3.9k | 167.72 |
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| Palo Alto Networks (PANW) | 0.1 | $595k | 1.7k | 341.02 |
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| Adams Express Company (ADX) | 0.1 | $574k | NEW | 22k | 25.55 |
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| Meta Platforms Cl A (META) | 0.1 | $522k | +140% | 927.00 | 563.29 |
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| Home Depot (HD) | 0.1 | $513k | -79% | 1.5k | 352.72 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $509k | -3% | 22k | 23.13 |
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| Dell Technologies CL C (DELL) | 0.1 | $496k | -17% | 1.2k | 431.46 |
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| International Business Machines (IBM) | 0.1 | $488k | NEW | 1.7k | 281.21 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $476k | +98% | 636.00 | 748.89 |
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| Ge Aerospace Com New (GE) | 0.1 | $468k | -92% | 1.3k | 373.73 |
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| Abbvie (ABBV) | 0.1 | $437k | +74% | 1.7k | 251.64 |
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| Advanced Micro Devices (AMD) | 0.1 | $435k | -59% | 748.00 | 580.91 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $415k | +118% | 814.00 | 509.46 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $406k | 13k | 31.71 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $405k | NEW | 1.7k | 242.42 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $391k | -76% | 7.7k | 50.58 |
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| Verizon Communications (VZ) | 0.1 | $374k | +46% | 8.8k | 42.34 |
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| Blackrock Tech And Private E Shs Ben Int (BTX) | 0.1 | $368k | NEW | 41k | 9.03 |
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| Blackrock Science & Technolo Shs Ben Int (BSTZ) | 0.1 | $364k | NEW | 12k | 30.03 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $359k | -10% | 19k | 19.12 |
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| Liberty All Star Equity Sh Ben Int (USA) | 0.1 | $357k | NEW | 62k | 5.81 |
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| Royce Value Trust (RVT) | 0.1 | $357k | NEW | 19k | 18.47 |
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| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 0.1 | $355k | 9.7k | 36.53 |
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| Chevron Corporation (CVX) | 0.1 | $355k | -84% | 2.1k | 165.79 |
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| Blackrock Science & Technolo SHS (BST) | 0.1 | $351k | NEW | 6.9k | 50.71 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $350k | NEW | 1.2k | 298.07 |
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| Cisco Systems (CSCO) | 0.1 | $347k | NEW | 3.0k | 117.47 |
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| Stifel Financial (SF) | 0.1 | $340k | +8% | 4.9k | 69.77 |
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| Caterpillar (CAT) | 0.0 | $334k | NEW | 313.00 | 1065.61 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $331k | +423% | 3.8k | 86.14 |
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| Western Digital (WDC) | 0.0 | $321k | NEW | 503.00 | 638.72 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $316k | -21% | 3.3k | 96.58 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $312k | -94% | 5.5k | 56.48 |
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| Costco Wholesale Corporation (COST) | 0.0 | $312k | NEW | 333.00 | 935.47 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $307k | +272% | 3.8k | 80.57 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $306k | NEW | 1.6k | 190.52 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $304k | +67% | 824.00 | 368.38 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $292k | -10% | 1.3k | 217.93 |
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| Cummins (CMI) | 0.0 | $281k | NEW | 394.00 | 713.21 |
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| Darling International (DAR) | 0.0 | $278k | +13% | 5.1k | 54.62 |
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| Danaher Corporation (DHR) | 0.0 | $278k | NEW | 1.5k | 190.48 |
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| Brown & Brown (BRO) | 0.0 | $275k | +3% | 4.3k | 64.15 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $274k | -11% | 5.4k | 50.35 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $269k | 9.7k | 27.70 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $268k | +21% | 1.3k | 205.02 |
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| Applied Materials (AMAT) | 0.0 | $267k | NEW | 369.00 | 723.00 |
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| Colgate-Palmolive Company (CL) | 0.0 | $263k | NEW | 2.9k | 91.68 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $263k | 1.6k | 164.27 |
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| Garmin SHS (GRMN) | 0.0 | $259k | NEW | 1.1k | 237.54 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $257k | NEW | 2.2k | 119.52 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $254k | -98% | 585.00 | 433.33 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $250k | NEW | 1.5k | 166.67 |
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| Intel Corporation (INTC) | 0.0 | $246k | NEW | 1.8k | 139.63 |
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| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $246k | -74% | 12k | 20.57 |
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| SLB Com Stk (SLB) | 0.0 | $242k | +3% | 5.2k | 46.49 |
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| Oracle Corporation (ORCL) | 0.0 | $235k | NEW | 1.6k | 146.55 |
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| Southern Company (SO) | 0.0 | $235k | 2.5k | 95.71 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $234k | 13k | 18.43 |
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| TJX Companies (TJX) | 0.0 | $233k | NEW | 1.5k | 151.50 |
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| Illinois Tool Works (ITW) | 0.0 | $228k | NEW | 843.00 | 270.47 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $212k | NEW | 423.00 | 501.36 |
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| Amphenol Corp Cl A (APH) | 0.0 | $211k | NEW | 1.2k | 176.32 |
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| Comfort Systems USA (FIX) | 0.0 | $210k | NEW | 106.00 | 1981.95 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $210k | NEW | 1.8k | 116.67 |
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| Lumentum Hldgs (LITE) | 0.0 | $208k | NEW | 242.00 | 858.06 |
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| Capital One Financial (COF) | 0.0 | $205k | NEW | 1.0k | 200.62 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $204k | NEW | 211.00 | 965.00 |
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| Philip Morris International (PM) | 0.0 | $203k | NEW | 1.1k | 180.91 |
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| Crane Company Common Stock (CR) | 0.0 | $203k | NEW | 908.00 | 223.07 |
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| PG&E Corporation (PCG) | 0.0 | $177k | NEW | 11k | 16.82 |
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| Audioeye Com New (AEYE) | 0.0 | $142k | NEW | 25k | 5.81 |
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| Psq Holdings Cl A (PSQH) | 0.0 | $47k | 116k | 0.40 |
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| Mobile Infrastructure Corp Com Shs (BEEP) | 0.0 | $24k | 17k | 1.38 |
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Past Filings by Prevail Innovative Wealth Advisors
SEC 13F filings are viewable for Prevail Innovative Wealth Advisors going back to 2023
- Prevail Innovative Wealth Advisors 2026 Q2 filed July 20, 2026
- Prevail Innovative Wealth Advisors 2026 Q1 filed April 30, 2026
- Prevail Innovative Wealth Advisors 2025 Q4 filed Feb. 6, 2026
- Prevail Innovative Wealth Advisors 2025 Q3 filed Nov. 13, 2025
- Prevail Innovative Wealth Advisors 2025 Q2 filed Aug. 15, 2025
- Prevail Innovative Wealth Advisors 2025 Q1 filed May 2, 2025
- Prevail Innovative Wealth Advisors 2024 Q4 filed Feb. 12, 2025
- Prevail Innovative Wealth Advisors 2024 Q3 filed Nov. 13, 2024
- Prevail Innovative Wealth Advisors 2024 Q2 filed Aug. 8, 2024
- Prevail Innovative Wealth Advisors 2024 Q1 filed May 10, 2024
- Prevail Innovative Wealth Advisors 2023 Q3 filed Nov. 14, 2023
- Prevail Innovative Wealth Advisors 2023 Q2 filed Aug. 15, 2023