Portfolio (Quarterly)
Guide ↗
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
· CIK 0001989941| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | SRLN | SSGA ACTIVE ETF TR | — | 16,926 | $679K | 0.11% | SOLD |
| 42 | IEF | ISHARES TR | — | 6,349 | $606K | 0.10% | SOLD |
| 43 | HELO | J P MORGAN EXCHANGE TRADED F | — | 7,907 | $505K | 0.09% | SOLD |
| 44 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 5,579 | $310K | 0.05% | SOLD |
| 45 | COP | CONOCOPHILLIPS | Energy | 2,232 | $295K | 0.05% | SOLD |
| 46 | VXUS | VANGUARD STAR FDS | — | 3,484 | $269K | 0.04% | SOLD |
| 47 | CTOS | CUSTOM TRUCK ONE SOURCE INC | Industrials | 33,221 | $218K | 0.04% | SOLD |
| 48 | — | CUE BIOPHARMA INC | — | 18,987 | $4K | 0.00% | SOLD |
Sector Allocation
Technology
19.8%
Industrials
18.2%
Financial Services
17.8%
Real Estate
11.3%
Healthcare
9.3%
Utilities
8.0%
Consumer Cyclical
7.7%
Consumer Defensive
6.5%
Communication Services
0.8%
Energy
0.6%