PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK
1989941
City
LEAWOOD
State / Country
KS
Top Portfolio Positions
89 positions ·
$272,425,632 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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
Holdings in KYN
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,891,032 | 152,749 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,534,572 | 124,056 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $693,275 | 63,025 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $481,698 | 46,631 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,133,109 | 312,998 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,867,916 | 326,642 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,948,571 | 350,603 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,888,625 | 354,868 | Shares | Sole | 2023-08-15 | |
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