PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Top Portfolio Positions
89 positions ·
$272,425,632 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
76,945 | $13,054,488 | 4.79% | |
| MSFT |
Microsoft Corp
Technology
|
28,587 | $10,582,049 | 3.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
42,255 | $8,800,448 | 3.23% | |
| BKR |
Baker Hughes Co
Energy
|
138,362 | $8,447,000 | 3.10% | |
| AVGO |
Broadcom Inc.
Technology
|
25,097 | $7,767,772 | 2.85% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
52,307 | $7,644,144 | 2.81% | |
| ROKU |
Roku, Inc
Communication Services
|
80,640 | $7,630,156 | 2.80% | |
| GEV |
GE Vernova Inc.
Industrials
|
8,656 | $7,555,822 | 2.77% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
26,822 | $7,453,029 | 2.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
25,028 | $7,362,236 | 2.70% |
Portfolio Trend
12 quarters · across all stocks
Holdings in BEEP
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,816 | 17,329 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $44,188 | 17,329 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $60,998 | 17,329 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $78,500 | 17,329 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $72,261 | 17,329 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $77,980 | 17,329 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $56,839 | 17,329 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $59,438 | 17,329 | Shares | Sole | 2024-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||