PI

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

13F
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Last update 2025-05-02 168 Stocks (36 new)
Value $375.00 Mil Turnover 37 %
Countries:
Top Holdings: FLBL(4.06%)SRLN(3.64%)VCIT(2.69%)XMHQ(2.31%)SLB(2.10%)
Summary Stock Picks Current Portfolio
PREVAIL INNOVATIVE WEALTH ADVI... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FLBL
Franklin Senior Loan ETF
633,401
15,246.0
+21.22%
4.060
+0.71%
1.430
+4.99%
+3.11%
1,085.4
 
SRLN
SPDR Blackstone Senior Loan ETF
332,409
13,672.0
+674.47%
3.640
+3.17%
0.210
+5.49%
+3.19%
6,813.9
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
123,668
10,111.1
+6.84%
2.690
+0.17%
0.020
+4.26%
+4.86%
53,108.9
 
XMHQ
Invesco S&P MidCap Quality ETF
94,627
8,661.2
+34.11%
2.310
+0.59%
0.190
+15.71%
+2.28%
5,072.4
 
SLB
Schlumberger Ltd
188,482
7,878.6
+15.26%
2.100
+0.28%
0.010
+11.08%
-5.06%
48,425.2
Oil & Gas
NVDA
NVIDIA Corp
68,087
7,379.3
+45.12%
1.970
+0.61%
0.000
+51.84%
+21.64%
3,983,097.8
Semiconductors
AMD
Advanced Micro Devices Inc
67,457
6,930.5
+10.19%
1.850
+0.17%
0.000
+62.13%
+19.06%
233,174.1
Semiconductors
RSP
Invesco S&P 500 Equal Weight ETF
38,137
6,606.4
-32.12%
1.760
-0.92%
0.010
+16.21%
+6.35%
73,119.3
 
PWR
Quanta Services Inc
25,238
6,415.0
+130.82%
1.710
+0.97%
0.020
+45.44%
+20.97%
56,606.0
Construction
SPY
SPDR S&P 500 ETF Trust
11,086
6,201.4
-30.98%
1.650
-0.85%
0.000
+19.28%
+7.08%
641,620.6
 

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SRLN
SPDR Blackstone Senior Loan ETF
2025-03-31
Add
Add
+3.17%
●
41.02 ($41.59) 41.99
$41.44
-0.36%
Add 674.47%
332,409
289,488
VB
Vanguard Small Cap ETF
2025-03-31
Sold Out
Sold Out
-2.18%
●
217.89 ($238.81) 252.64
$243.16
1.82%
Sold Out
0
-31,362
CHE
Chemed Corp
2025-03-31
Sold Out
Sold Out
-1.49%
●
521.84 ($568.39) 615.32
$468.06
-17.65%
Sold Out
0
-9,723
VRT
Vertiv Holdings Co
2025-03-31
New Buy
New Buy
+1.30%
●
72.2 ($106.44) 153.49
$126.78
19.10%
New holding
67,388
67,388
XOM
Exxon Mobil Corp
2025-03-31
Add
Add
+1.19%
●
105.44 ($110.59) 118.93
$113.80
2.90%
Add 586.87%
43,980
37,577
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-1.11%
●
209.68 ($231.67) 247.1
$210.78
-9.02%
Reduce -64.24%
8,508
-15,283
DHR
Danaher Corp
2025-03-31
Sold Out
Sold Out
-1.09%
●
201.62 ($218.33) 250.59
$202.22
-7.38%
Sold Out
0
-16,416
PHM
PulteGroup Inc
2025-03-31
New Buy
New Buy
+1.05%
●
101.09 ($108.01) 118.51
$113.77
5.33%
New holding
38,354
38,354
OKTA
Okta Inc
2025-03-31
Sold Out
Sold Out
-1.05%
●
78.83 ($97.68) 116.72
$99.15
1.50%
Sold Out
0
-45,984
EGP
EastGroup Properties Inc
2025-03-31
Sold Out
Sold Out
-1.03%
●
155.63 ($174.01) 187.46
$166.88
-4.09%
Sold Out
0
-22,125

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Total Holding History ($B)

To

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's Asset Allocation

To

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's Hypothetical Growth since 2025-03-31

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's Holdings Heat Map

Size field:

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's Holdings Bubble Chart

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC News

  • 1

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