Top 50 Prevail Innovative Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JBND | J P MORGAN EXCHANGE TRADED F | 2.29% | 253.5K | $13.6M | new | $53.92(-1.09%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.2% | 76.9K | $13.1M | -11.08%(-9.58K) | $112.97(+34.17%) | 2026-03-31 | |
| AVSC | AMERICAN CENTY ETF TR | 2.11% | 201.2K | $12.5M | +6.71%(+12.65K) | $55.86(+20.20%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.78% | 28.6K | $10.6M | +104.66%(+14.62K) | $428.30(-5.39%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 1.78% | 44.4K | $10.5M | +15.51%(+5.96K) | $201.00(+46.34%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 1.76% | 100.9K | $10.4M | +5.49%(+5.25K) | $97.92(+11.03%) | 2026-03-31 | |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 1.63% | 195.4K | $9.7M | +169.40%(+122.87K) | $50.10(-1.58%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 1.61% | 126.9K | $9.5M | -6.84%(-9.32K) | $63.89(+28.95%) | 2026-03-31 | |
| JIII | JANUS DETROIT STR TR | 1.6% | 191.6K | $9.5M | +177.25%(+122.47K) | $49.25(+1.06%) | 2026-03-31 | |
| TLTW | ISHARES TR | 1.58% | 415.6K | $9.4M | -36.54%(-239.34K) | $23.34(-5.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.45% | +38.42% |
| Top 20 Holdings Unweighted | +13.84% | +47.54% |
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