Powell Investment Advisors, LLC Portfolio Holdings

Powell Investment Advisors, LLC

  • $259 Million
  • Q2 2025

Powell Investment Advisors, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $259 Million distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $32.2M, Ishares S&P 500 Value ETF with a value of $31.3M, Ishares Russell2000 Val ETF with a value of $18.2M, Ishares Russell 2000 Gwt ETF with a value of $17.7M, and Invesco Qqq Trust, Series 1 with a value of $17.1M.

Examining the 13F form we can see an increase of $60.8M in the current position value, from $198M to 259M.

Below you can find more details about Powell Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $259 Million
ETFs: $186 Million
Consumer Cyclical: $20.7 Million
Technology: $17.1 Million
Financial Services: $16.1 Million
Energy: $4.02 Million
Communication Services: $3.04 Million
Consumer Defensive: $2.94 Million
Utilities: $2.92 Million
Other: $6.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.2 Million 12.44% of portfolio
292,743
Q2 2025 Added 7.89%
$0
$31.3 Million 12.1% of portfolio
160,365
Q2 2025 Added 5.91%
$0
$18.2 Million 7.01% of portfolio
115,109
Q2 2025 Added 18.33%
$0
$17.7 Million 6.83% of portfolio
61,860
Q2 2025 Added 22.37%
$0
$17.1 Million 6.61% of portfolio
31,027
Q2 2025 Added 26.32%
$0
$12.6 Million 4.87% of portfolio
95,033
Q2 2025 Added 1.27%
$2.32T
$8.64 Million 3.33% of portfolio
39,360
Q2 2025 New
$0
$7.5 Million 2.89% of portfolio
54,074
Q2 2025 Added 3.55%
$0
$7.05 Million 2.72% of portfolio
53,335
Q2 2025 Added 3.87%
$0
$6.53 Million 2.52% of portfolio
73,028
Q2 2025 Added 0.94%
$1.05T
$6.06 Million 2.34% of portfolio
19,064
Q2 2025 Added 39.46%
$416B
$5.26 Million 2.03% of portfolio
33,308
Q2 2025 Reduced 28.31%
$239B
$4.61 Million 1.78% of portfolio
6,507
Q2 2025 Added 43.45%
$0
$3.16 Million 1.22% of portfolio
29,364
Q2 2025 Added 233.83%
$3.45T
$2.96 Million 1.14% of portfolio
14,409
Q2 2025 New
$855B
$2.86 Million 1.1% of portfolio
9,853
Q2 2025 Added 38.35%
$622B
$2.58 Million 0.99% of portfolio
5,304
Q2 2025 Added 10.48%
$0
$2.53 Million 0.97% of portfolio
30,554
Q2 2025 Reduced 0.3%
$0
$2.36 Million 0.91% of portfolio
47,689
Q2 2025 Added 0.18%
$0
$2.15 Million 0.83% of portfolio
4,915
Q1 2025 Added 0.04%
$0
$2.06 Million 0.79% of portfolio
3,328
Q2 2025 Added 3.19%
$3.77T
$2.02 Million 0.78% of portfolio
4,056
Q2 2025 Added 5.76%
$0
$1.76 Million 0.68% of portfolio
57,237
Q2 2025 Reduced 0.22%
$0
$1.69 Million 0.65% of portfolio
7,844
Q2 2025 Added 31.06%
$0
$1.52 Million 0.59% of portfolio
19,085
Q2 2025 Reduced 4.32%
$8.29B
$1.46 Million 0.57% of portfolio
15,419
Q1 2025 Reduced 0.19%
$294B
$1.35 Million 0.52% of portfolio
9,397
Q2 2025 New
$253B
$1.35 Million 0.52% of portfolio
4,580
Q2 2025 Added 0.04%
$0
$1.1 Million 0.42% of portfolio
22,531
Q2 2025 Added 0.2%
$104B
$1.07 Million 0.41% of portfolio
3,300
Q2 2025 New
$301B
$1.01 Million 0.39% of portfolio
14,290
Q2 2025 Added 412.37%
$120B
$978,000 0.38% of portfolio
6,544
Q2 2024 Added 18.55%
$87B
$965,000 0.37% of portfolio
6,039
Q3 2023 New
$0
$958,000 0.37% of portfolio
11,300
Q2 2025 Added 0.55%
$0
$948,000 0.37% of portfolio
18,114
Q2 2025 Added 0.14%
$0
$951,000 0.37% of portfolio
21,831
Q2 2025 Reduced 3.15%
$25.4B
$967,000 0.37% of portfolio
17,270
Q2 2025 Added 1.35%
$76.7B
$965,000 0.37% of portfolio
9,541
Q2 2025 Added 0.98%
$1.14T
$936,000 0.36% of portfolio
5,314
Q2 2025 Reduced 0.52%
$0
$911,000 0.35% of portfolio
53,244
Q2 2025 Reduced 8.44%
$4.65B
$885,000 0.34% of portfolio
20,334
Q2 2025 Added 0.88%
$0
$834,000 0.32% of portfolio
10,215
Q1 2023 Reduced 0.23%
$380B
$828,000 0.32% of portfolio
2,260
Q2 2025 New
$0
$788,000 0.3% of portfolio
7,845
Q2 2025 Reduced 1.36%
$138B
$780,000 0.3% of portfolio
7,040
Q2 2025 New
$1.74B
$779,000 0.3% of portfolio
5,639
Q1 2025 Added 16.8%
$280B
$753,000 0.29% of portfolio
10,857
Q1 2022 Added 1.3%
$0
$761,000 0.29% of portfolio
6,969
Q2 2025 Added 20.49%
$429B
$728,000 0.28% of portfolio
1
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $259 Million
  • Prior Value $198 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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