Long-term investor
Prevail Innovative Wealth Advisors, LLC @prevailinnovativewealtha
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001989941).
Record
- Tracked since 2025-06-30 (434 days), 432 trades recorded
- Returns: week n/a · month n/a · 90 days +8.0% · 6 months +12.6% · 1 year +17.4% · all +17.4%
- Max drawdown 0.0% · Sharpe 1.67 · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46137V357 · 4.2% · long · since 2025-06-30
- 46138G649 · 2.8% · long · since 2025-06-30
- 46137V241 · 2.6% · long · since 2025-06-30
- 025072323 · 2.6% · long · since 2025-06-30
- 46137V472 · 2.5% · long · since 2025-06-30
- LLY · 1.8% · long · since 2025-06-30
- 92189H771 · 1.8% · long · since 2025-12-31
- 78433H303 · 1.7% · long · since 2025-09-30
- JPM · 1.6% · long · since 2025-06-30
- ORLY · 1.6% · long · since 2025-06-30
- 02079K107 · 1.5% · long · since 2026-06-30
- 040413205 · 1.4% · long · since 2025-06-30
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