PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PI PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Institutional Filer | ▲ 6.45% | $594.1M | 178 |
Current Portfolio Holdings
Showing all 178 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JBND | J P MORGAN EXCHANGE TRADED F | — | 254K | $13.6M | 2.29% |
| 2 | XOM | Exxon Mobil Corporation | Energy | 77K | $13.1M | 2.20% |
| 3 | AVSC | AMERICAN CENTY ETF TR | — | 201K | $12.5M | 2.11% |
| 4 | MSFT | Microsoft Corporation | Technology | 29K | $10.6M | 1.78% |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | — | 44K | $10.5M | 1.78% |
| 6 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 101K | $10.4M | 1.76% |
| 7 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | — | 195K | $9.7M | 1.63% |
| 8 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 127K | $9.5M | 1.61% |
| 9 | JIII | JANUS DETROIT STR TR | — | 192K | $9.5M | 1.60% |
| 10 | TLTW | ISHARES TR | — | 416K | $9.4M | 1.58% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 42K | $8.8M | 1.48% |
| 12 | SJNK | SPDR SERIES TRUST | — | 352K | $8.8M | 1.48% |
| 13 | BKLN | INVESCO EXCH TRADED FD TR II | — | 430K | $8.8M | 1.48% |
| 14 | PIT | VANECK ETF TRUST | — | 121K | $8.8M | 1.48% |
| 15 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | — | 423K | $8.6M | 1.45% |
Showing 1 to 15 of 178 holdings