PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CTO | 360K | $5.87M |
 | AGNC | 292K | $2.86M |
 | EFC | 230K | $2.98M |
 | PMT | 180K | $2.21M |
 | ET | 174K | $2.98M |
 | KREF | 158K | $1.42M |
 | GFS | 133K | $4.77M |
 | OBDC | 129K | $1.64M |
 | TRIN | 127K | $1.96M |
 | HQH | 117K | $2.16M |
 | PSQH | 116K | $221.20K |
 | HTGC | 107K | $2.03M |
 | EXLS | 104K | $4.57M |
 | KEY | 85K | $1.58M |
 | BBDC | 82K | $717.14K |
 | XOM | 79K | $8.92M |
 | STWD | 76K | $1.48M |
 | WES | 76K | $2.99M |
 | IBKR | 70K | $4.83M |
 | ARCC | 70K | $1.43M |
CTO Realty Growth, Inc.
CTO
Shares Held
360K
Value
$5.87M
AGNC Investment Corp.
AGNC
Shares Held
292K
Value
$2.86M
Ellington Financial Inc.
EFC
Shares Held
230K
Value
$2.98M
PennyMac Mortgage Investment Trust
PMT
Shares Held
180K
Value
$2.21M
Energy Transfer LP
ET
Shares Held
174K
Value
$2.98M
KKR Real Estate Finance Trust Inc.
KREF
Shares Held
158K
Value
$1.42M
GLOBALFOUNDRIES Inc.
GFS
Shares Held
133K
Value
$4.77M
Blue Owl Capital Corporation
OBDC
Shares Held
129K
Value
$1.64M
Trinity Capital Inc.
TRIN
Shares Held
127K
Value
$1.96M
Abrdn Healthcare Investors
HQH
Shares Held
117K
Value
$2.16M
PSQ Holdings, Inc.
PSQH
Shares Held
116K
Value
$221.20K
Hercules Capital, Inc.
HTGC
Shares Held
107K
Value
$2.03M
ExlService Holdings, Inc.
EXLS
Shares Held
104K
Value
$4.57M
KeyCorp
KEY
Shares Held
85K
Value
$1.58M
Barings BDC, Inc.
BBDC
Shares Held
82K
Value
$717.14K
Exxon Mobil Corporation
XOM
Shares Held
79K
Value
$8.92M
Starwood Property Trust, Inc.
STWD
Shares Held
76K
Value
$1.48M
Western Midstream Partners, LP
WES
Shares Held
76K
Value
$2.99M
Interactive Brokers Group, Inc.
IBKR
Shares Held
70K
Value
$4.83M
Ares Capital Corporation
ARCC
Shares Held
70K
Value
$1.43M