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Home > Institutional Investor > Prevail Innovative Wealth Advisors, Llc > Profile

Instuitional Investor - Prevail Innovative Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Prevail Innovative Wealth Advisors, Llc
Portfolio Value $209,591,090
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 197,520 $9,923,405 4.73%
2.
J P Morgan Exchange Traded F
 156,027 $8,578,346 4.09%
3.
Adams Diversified Equity Fund Inc.
 ADX 312,038 $5,526,184 2.63%
4.
Outfront Media Inc.
 OUT 376,967 $5,262,459 2.51%
5.
Global X Fds
 287,835 $4,818,366 2.29%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)