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Prevail Innovative Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

188 positions

CompanyClassValueShares% of portfolio
US BANCORP \DE$2.03M38,0990.4%
BROOKFIELD REAL ASSETS INCOM$2.02M155,7250.4%
Nuveen Real Asset Income and Growth Fund$2.01M148,0150.4%
LINCOLN NATIONAL CORP$2.01M45,1310.4%
Trinity Capital Inc.TRINCommon Stock$2.00M136,7620.4%
CVS HEALTH Corp$2.00M25,1440.4%
VIRTUS CONVERTIBLE & INC FD$1.99M144,5490.4%
NUVEEN FLOATING RATE INCOME FUNDJFRClosed-End Fund$1.98M252,5240.4%
JANUS DETROIT STR TR$1.93M40,4980.3%
Kayne Anderson Energy Infrastructure Fund, Inc.KYNClosed-End Fund$1.89M152,7490.3%
INVESCO EXCH TRD SLF IDX FD$1.89M85,8000.3%
WESTERN ASSET DIVERSIFIED IN$1.88M135,9290.3%
CHEVRON CORP$1.85M12,1580.3%
VERIZON COMMUNICATIONS INC$1.85M45,4380.3%
Evergy, Inc.$1.79M24,7260.3%
SPDR SERIES TRUST$1.78M75,1040.3%
TARGET CORP$1.69M17,3220.3%
GOLDMAN SACHS ETF TR$1.65M31,2870.3%
AbbVie Inc.$1.64M7,1620.3%
DIMENSIONAL ETF TRUST$1.63M32,6380.3%
REALTY INCOME CORP$1.63M28,8380.3%
Alphabet Inc.$1.62M5,1710.3%
ALTRIA GROUP, INC.$1.59M27,5850.3%
VICI PROPERTIES INC.$1.50M53,2450.3%
MICRON TECHNOLOGY INC$1.49M5,2050.3%
STARWOOD PROPERTY TRUST, INC.$1.46M81,0400.3%
AMERICAN CENTY ETF TR$1.41M29,8680.3%
AMERICAN CENTY ETF TR$1.41M33,6500.3%
DIMENSIONAL ETF TRUST$1.41M33,8400.3%
VANECK ETF TRUST$1.40M79,0640.3%
INVESCO QQQ TR$1.38M2,2410.2%
NEOS ETF TRUST$1.38M25,5300.2%
NEOS ETF TRUST$1.36M28,0830.2%
Blackstone Secured Lending FundBXSLCommon Stock$1.36M51,8150.2%
JOHNSON & JOHNSON$1.35M6,5110.2%
SCHWAB STRATEGIC TR$1.34M51,2320.2%
WISDOMTREE TR$1.34M26,6940.2%
VANGUARD CHARLOTTE FDS$1.22M25,1790.2%
VANECK ETF TRUST$1.15M32,8140.2%
Dell Technologies Inc.$1.15M9,0980.2%
PGIM ETF TR$1.09M21,9870.2%
ISHARES BITCOIN TRUST ETF$1.09M21,8990.2%
VANGUARD INDEX FDS$1.08M3,2270.2%
VANGUARD SCOTTSDALE FDS$1.02M12,8290.2%
SPDR INDEX SHS FDS$991.8K22,3320.2%
BLACKROCK CREDIT ALLOCATION INCOME TRUST$987.6K91,1910.2%
JANUS DETROIT STR TR$875.6K17,8190.2%
NUVEEN DOW 30 DYNMC OVERWRT$870.2K57,0260.2%
Warren E. Buffett$854.0K1,6990.2%
HONEYWELL INTERNATIONAL INC$828.6K4,2470.1%
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