PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$515.1M
Holdings
201
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (201 positions)
| Stock | Value |
|---|---|
LMTLOCKHEED MARTIN CORP | $1.8M |
DFASDIMENSIONAL ETF TRUST | $1.8M |
BACVERIZON COMMUNICATIONS INC | $1.8M |
CVSCVS HEALTH CORP | $1.8M |
AVEMAMERICAN CENTY ETF TR | $1.8M |
ADXADAMS DIVERSIFIED EQUITY FD | $1.8M |
CVXCHEVRON CORP NEW | $1.7M |
SPHYSPDR SERIES TRUST | $1.7M |
QGROAMERICAN CENTY ETF TR | $1.7M |
TFCTRUIST FINL CORP | $1.7M |
ESEVERSOURCE ENERGY | $1.7M |
NCZVIRTUS CONVERTIBLE & INC FD | $1.7M |
EVRGEVERGY INC | $1.6M |
LNCLINCOLN NATL CORP IND | $1.6M |
OBDCBLUE OWL CAPITAL CORPORATION | $1.6M |
JPSTJ P MORGAN EXCHANGE TRADED F | $1.6M |
FLTRVANECK ETF TRUST | $1.6M |
FLRNSPDR SERIES TRUST | $1.6M |
MOALTRIA GROUP INC | $1.6M |
EPDENTERPRISE PRODS PARTNERS L | $1.6M |
KEYKEYCORP | $1.6M |
USBUS BANCORP DEL | $1.6M |
TNLTRAVEL PLUS LEISURE CO | $1.6M |
SCHRSCHWAB STRATEGIC TR | $1.6M |
OREALTY INCOME CORP | $1.6M |
FLOTISHARES TR | $1.6M |
VICIVICI PPTYS INC | $1.6M |
BSJSINVESCO EXCH TRD SLF IDX FD | $1.5M |
ABBVABBVIE INC | $1.5M |
KYNKAYNE ANDERSON ENERGY INFRST | $1.5M |
BMYBRISTOL-MYERS SQUIBB CO | $1.5M |
OKEONEOK INC NEW | $1.5M |
CSWCCAPITAL SOUTHWEST CORP | $1.5M |
STWDSTARWOOD PPTY TR INC | $1.5M |
KHCKRAFT HEINZ CO | $1.5M |
DYHTARGET CORP | $1.4M |
ARCCARES CAPITAL CORP | $1.4M |
KREFKKR REAL ESTATE FIN TR INC | $1.4M |
BDJBLACKROCK ENHANCED EQUITY DI | $1.4M |
USFRWISDOMTREE TR | $1.2M |
GOOGLALPHABET INC | $1.2M |
ALEXALEXANDER & BALDWIN INC NEW | $1.2M |
SCHBSCHWAB STRATEGIC TR | $1.2M |
DFIVDIMENSIONAL ETF TRUST | $1.2M |
JNJJOHNSON & JOHNSON | $1.1M |
ABALLIANCEBERNSTEIN HLDG L P | $1.1M |
NOWSERVICENOW INC | $1.1M |
GISGENERAL MLS INC | $963K |
RAAXVANECK ETF TRUST | $902K |
BNDXVANGUARD CHARLOTTE FDS | $892K |
SPDWSPDR INDEX SHS FDS | $888K |
VCSHVANGUARD SCOTTSDALE FDS | $881K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $854K |
NPCTNUVEEN CORE PLUS IMPACT FUND | $799K |
SCYBSCHWAB STRATEGIC TR | $772K |
CDXSIMPLIFY EXCHANGE TRADED FUN | $763K |
VNLAJANUS DETROIT STR TR | $741K |
HONHONEYWELL INTL INC | $718K |
TRYBARINGS BDC INC | $717K |
BUFRFIRST TR EXCHNG TRADED FD VI | $649K |
IBITISHARES BITCOIN TRUST ETF | $597K |
BTZBLACKROCK CR ALLOCATION INCO | $575K |
VVISA INC | $567K |
DIAXNUVEEN DOW 30 DYNMC OVERWRT | $555K |
GSGOLDMAN SACHS GROUP INC | $530K |
CIIBLACKROCK ENHANCED LARGE CAP | $489K |
FBRTFRANKLIN BSP RLTY TR INC | $462K |
WMTWALMART INC | $447K |
VTIVANGUARD INDEX FDS | $432K |
QQQXNUVEEN NASDAQ 100 DYNAMIC OV | $412K |
TSLATESLA INC | $404K |
BSTBLACKROCK SCIENCE & TECHNOLO | $396K |
PDXPIMCO DYNAMIC INCOME STRATEG | $395K |
BROBROWN & BROWN INC | $388K |
HTDHANCOCK JOHN TAX-ADVANTAGED | $384K |
XGDVXGABELLI DIVID & INCOME TR | $382K |
AQLTISHARES TR | $372K |
SCHZSCHWAB STRATEGIC TR | $357K |
ORCLORACLE CORP | $354K |
HDHOME DEPOT INC | $346K |
JEPQJ P MORGAN EXCHANGE TRADED F | $311K |
VUGVANGUARD INDEX FDS | $302K |
VOVANGUARD INDEX FDS | $301K |
NDQINVESCO QQQ TR | $273K |
BSCSINVESCO EXCH TRD SLF IDX FD | $259K |
AMDADVANCED MICRO DEVICES INC | $257K |
VTVVANGUARD INDEX FDS | $250K |
XNIEXVIRTUS EQUITY & CONV INCM FD | $249K |
ITOTISHARES TR | $241K |
LOWLOWES COS INC | $237K |
TMOTHERMO FISHER SCIENTIFIC INC | $236K |
SOSOUTHERN CO | $229K |
COPCONOCOPHILLIPS | $225K |
FISVFISERV INC | $224K |
PSQHPSQ HOLDINGS INC | $221K |
VGTVANGUARD WORLD FD | $201K |
XBXMXNUVEEN S&P 500 BUY-WRITE INC | $196K |
IGAVOYA GLBL ADV & PREM OPP FD | $134K |
BEEPMOBILE INFRASTRUCTURE CORP | $61K |
CLIRCLEARSIGN TECHNOLOGIES CORP | $30K |