Holdings

Prevail Innovative Wealth Advisors, LLC

As of Jun 30, 2026, Prevail Innovative Wealth Advisors, LLC reported 110 positions worth US$331M. Largest: Eli Lilly And Company, Jp Morgan Chase & Co. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Eli Lilly And Company10,078US$12.1MnewJun 30, 2026
Jp Morgan Chase & Co.33,415US$10.9M+8,387Jun 30, 2026
Alphabet Inc (google) Class C29,801US$10.6M+24,602Jun 30, 2026
O'reilly Automotive, Inc.114KUS$10.5M+74,385Jun 30, 2026
Arista Networks, Inc.56,275US$9.56MnewJun 30, 2026
Nextera Energy, Inc.108KUS$9.52MnewJun 30, 2026
Uber Technologies, Inc.131KUS$9.48MnewJun 30, 2026
Ge Vernova Inc.7,758US$9.11M−898Jun 30, 2026
American Tower Corporation (reit)54,433US$8.9MnewJun 30, 2026
Monolithic Power Systems, Inc.6,401US$8.85M+3,956Jun 30, 2026