PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Top Portfolio Positions
85 positions ·
$224,421,335 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
86,528 | $10,412,779 | 4.64% |
| SPY |
Spdr S&P 500 Etf Trust
|
12,257 | $8,358,293 | 3.72% |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
15,613 | $7,078,309 | 3.15% |
| META |
Meta Platforms, Inc.
Communication Services
|
10,594 | $6,992,993 | 3.12% |
| MSFT |
Microsoft Corp
Technology
|
13,968 | $6,755,204 | 3.01% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
20,750 | $6,686,065 | 2.98% |
| NVDA |
Nvidia Corp
Technology
|
34,669 | $6,465,768 | 2.88% |
| BKR |
Baker Hughes Co
Energy
|
139,535 | $6,354,423 | 2.83% |
| GEV |
GE Vernova Inc.
Industrials
|
9,469 | $6,188,654 | 2.76% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,416 | $6,097,341 | 2.72% |
Portfolio Trend
Holdings in BBDC
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 | $717,137 | 81,865 | Shares | Sole | 2025-11-13 | |
| 2024-03-31 | $2,817,937 | 303,004 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,462,897 | 287,051 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,496,804 | 280,225 | Shares | Sole | 2023-11-14 | |
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