PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
RIA/Wealth
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC is a RIA/Wealth based in Chicago, IL led by Kerry Lee Lawing, reporting $780.0M in AUM as of Q3 2025 with 40% ETF concentration.
CEOKerry Lee Lawing
- Portfolio Value
- $515.1M
- Positions
- 201
- Top Holding
- FLBL at 3.44%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's portfolio (19.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $17.7M | 3.44% | +$1.6M Bought | — 737.4K shares | |
ETF ETF | $15.1M | 2.93% | +$1.6M Bought | — 362.5K shares | |
ETF ETF | $11.4M | 2.22% | +$4.2M Bought | — 489.6K shares | |
Oil & Gas Integrated Energy | $8.9M | 1.73% | +$1.1M Bought | 0.00% 79.1K shares | |
ETF ETF | $7.8M | 1.52% | -$260.5K Sold | — 31.7K shares | |
ETF ETF | $7.8M | 1.52% | +$209.4K Bought | — 106.8K shares | |
ETF ETF | $7.7M | 1.49% | +$1.0M Bought | — 73.0K shares | |
Unknown Unknown | $7.6M | 1.48% | +$5.2M Bought | — 108.5K shares | |
ETF ETF | $7.2M | 1.41% | +$6.8M Bought | — 111.5K shares | |
ETF ETF | $7.2M | 1.39% | +$515.6K Bought | — 10.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's latest filing
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Market Value
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
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