PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Top Portfolio Positions
90 positions ·
$273,153,057 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
76,945 | $13,054,488 | 4.78% | |
| MSFT |
Microsoft Corp
Technology
|
28,587 | $10,582,049 | 3.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
42,255 | $8,800,448 | 3.22% | |
| BKR |
Baker Hughes Co
Energy
|
138,362 | $8,447,000 | 3.09% | |
| AVGO |
Broadcom Inc.
Technology
|
25,097 | $7,767,772 | 2.84% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
52,307 | $7,644,144 | 2.80% | |
| ROKU |
Roku, Inc
Communication Services
|
80,640 | $7,630,156 | 2.79% | |
| GEV |
GE Vernova Inc.
Industrials
|
8,656 | $7,555,822 | 2.77% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
26,822 | $7,453,029 | 2.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
25,028 | $7,362,236 | 2.70% |
Portfolio Trend
12 quarters · across all stocks
Holdings in EFC
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $3,276,487 | 241,273 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,983,245 | 229,834 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,796,227 | 215,260 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,103,579 | 158,641 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $192,950 | 15,920 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $2,967,886 | 245,686 | Shares | Sole | 2024-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||