PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$328M
Signature - Title
Andrew Stafford - President & CCO
Location
Leawood, KS
Summary
This page shows a list of all the recent 13F filings made by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reported 158 stock holdings with total value $328M as of Q3 2024. Top holdings included VCIT, FLBL, JEPI, AVSC, and JEPQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 158 $328M +$162M -$118M +$44.2M VCIT, FLBL, JEPI, AVSC, JEPQ 13F-HR 11/13/2024, 11:34 AM
Q2 2024 146 $283M +$107M -$92.5M +$14.6M VCIT, JEPI, USFR, FLBL, JEPQ 13F-HR 8/8/2024, 10:45 AM
Q1 2024 158 $268M +$137M -$87.3M +$49.3M VCIT, JEPI, USFR, RYLD, JEPQ 13F-HR 5/9/2024, 06:06 PM
Q4 2023 134 $210M +$67M -$58.7M +$8.25M USFR, JEPI, ADX, OUT, RYLD 13F-HR 2/13/2024, 09:46 AM
Q3 2023 120 $193M +$117M -$103M +$13.4M JEPI, USFR, ADX, RYLD, RC 13F-HR 11/14/2023, 03:14 PM
Q2 2023 107 $182M $0 $0 TFLO, JEPI, QYLD, BSTZ, XYLD 13F-HR 8/15/2023, 04:42 PM