Prevail-Innovative-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "NTR", null, "MPLX", null, "ABBV", "OBDC", "GOOGL", "JFR", "JQC", "AWF", "LOW", null, null, "AVEM", "BRO", "AIT", "BDJ", "CLIR", null, "CTO", null, "KRP", "JRI", "EVT", "PSQH", null, "EFC", null, null, null, "GOGL", null, "NMFC", "AOD", "BCAT", "BSTZ", "HON", null, null, "EVV", "ETW", null, null, "META", null, "BEEP", "NML", "PK", "RA", null, "ASG", null, "NBXG", null, "PWR", "MSFT", null, "MDLZ", null, "ORLY", "WIW", null, null, null, null, "PANW", "IRM", null, "IVV", "PHM", "DOW", "AAPL", "SPY", null, "NVDA", "GS", "OGN", null, null, "VZ", null, null, null, "SCHX", null, "SLB", "O", "SPDW", null, "RITM", "TMO", "TFC", null, "UPS", "AGNC", "AB", "ETV", "GDV", null, null, null, "PMT", "VCIT", "NPCT", "IEF", "PR", "VYM", "VRT", "STWD", "AMD", "FI", "WAB", "DPG", null, "KREF", "AMZN", "SCHB", null, null, null, null, "BNDX", "V", null, "VST", "VICI", "WMT", "WDI", "WFC", null, "SCHD", "ET", null, "MTZ", "KEY", "SO", null, "HQH", null, null, "TNL", null, "BAC", "BRK-B", "BIP", "BNL", "IGR", "CVX", "COHR", "COP", "CEG", "CRDO", "DELL", null, "RSP", null, "QQQ", "ETN", "XOM", "JNJ", "LLY", "TSLA", "MO", "MLM", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-02
- Total Holdings
- 168
- Total Value
- 375370558
- Accession Number
- 0001104659-25-043873
- Form Type
- 13F-HR
- Manager Name
- Prevail-Innovative-Wealth-Advisors
Data Enrichment
68% identified115 identified53 unidentified
Holdings
168 positions • $375.4M total value
Manager:
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Page 5 of 9
Shares:283.9K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$375.4M)
Shares:146.7K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$375.4M)
Shares:162.7K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$375.4M)
Shares:166.3K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$375.4M)
25434V500
Shares:24.4K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$375.4M)
Shares:117.5K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$375.4M)
Shares:108.2K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$375.4M)
Shares:168.3K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$375.4M)
Shares:261.8K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$375.4M)
Shares:97.2K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$375.4M)
Shares:112.7K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$375.4M)
Shares:56.8K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$375.4M)
Shares:58.9K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$375.4M)
Shares:126.9K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$375.4M)
Shares:98.8K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$375.4M)
Shares:149.0K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$375.4M)
025072307
Shares:13.4K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$375.4M)
46090A879
Shares:45.2K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$375.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 283.9K | YoY NEW(+283.9K) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$375.4M) | YoY NEW(+$1.5M) | |
| 146.7K | YoY NEW(+146.7K) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$375.4M) | YoY NEW(+$1.5M) | |
| 162.7K | YoY NEW(+162.7K) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$375.4M) | YoY NEW(+$1.5M) | |
| 166.3K | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$375.4M) | |||
(cusip25434V500)✕ | 24.4K | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$375.4M) | ||
| 117.5K | YoY NEW(+117.5K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$375.4M) | YoY NEW(+$1.4M) | |
| 108.2K | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$375.4M) | |||
| 168.3K | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$375.4M) | |||
| 261.8K | YoY NEW(+261.8K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$375.4M) | YoY NEW(+$1.4M) | |
| 82.5K | QoQ NEW(+82.5K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$375.4M) | QoQ NEW(+$1.4M) | |
| 97.2K | YoY NEW(+97.2K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$375.4M) | YoY NEW(+$1.4M) | |
| 112.7K | YoY NEW(+112.7K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$375.4M) | YoY NEW(+$1.4M) | |
| 56.8K | YoY NEW(+56.8K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$375.4M) | YoY NEW(+$1.4M) | |
| 58.9K | YoY NEW(+58.9K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$375.4M) | YoY NEW(+$1.4M) | |
| 126.9K | YoY NEW(+126.9K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$375.4M) | YoY NEW(+$1.4M) | |
| 98.8K | YoY NEW(+98.8K) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$375.4M) | YoY NEW(+$1.3M) | |
| 149.0K | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$375.4M) | |||
(cusip025072307)✕ | 13.4K | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$375.4M) | ||
| 19.5K | QoQ NEW(+19.5K) YoY NEW(+19.5K) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$375.4M) | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) | |
(cusip46090A879)✕ | 45.2K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$375.4M) |