Powell Investment Advisors, LLC Portfolio Holdings

Powell Investment Advisors, LLC

  • $277 Million
  • Q3 2025

Powell Investment Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $277 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 $35.1M, Ishares S&P 500 Value ETF with a value of $32.2M, Ishares Russell2000 Val ETF with a value of $20.2M, Ishares Russell 2000 Gwt ETF with a value of $19.4M, and Invesco Qqq Trust, Series 1 with a value of $18.7M.

Examining the 13F form we can see an increase of $18.2M in the current position value, from $259M to 277M.

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

Portfolio value $277 Million
ETFs: $199 Million
Technology: $20.2 Million
Consumer Cyclical: $20 Million
Financial Services: $17.9 Million
Energy: $4.27 Million
Communication Services: $3.67 Million
Utilities: $3.04 Million
Healthcare: $2.52 Million
Other: $6.47 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.1 Million 12.65% of portfolio
290,370
Q3 2025 Reduced 0.81%
$0
$32.2 Million 11.62% of portfolio
156,000
Q3 2025 Reduced 2.72%
$0
$20.2 Million 7.27% of portfolio
113,998
Q3 2025 Reduced 0.97%
$0
$19.4 Million 7.0% of portfolio
60,627
Q3 2025 Reduced 1.99%
$0
$18.7 Million 6.73% of portfolio
31,089
Q3 2025 Added 0.2%
$0
$13.6 Million 4.9% of portfolio
95,570
Q3 2025 Added 0.57%
$2.39T
$8.32 Million 3.0% of portfolio
37,910
Q3 2025 Reduced 3.68%
$0
$7.48 Million 2.7% of portfolio
52,518
Q3 2025 Reduced 2.88%
$0
$7.37 Million 2.66% of portfolio
52,750
Q3 2025 Reduced 1.1%
$465B
$6.75 Million 2.44% of portfolio
36,188
Q3 2025 Added 8.65%
$0
$6.69 Million 2.41% of portfolio
71,686
Q3 2025 Reduced 1.84%
$1.29T
$5.54 Million 2.0% of portfolio
12,459
Q3 2025 Reduced 34.65%
$265B
$5.2 Million 1.88% of portfolio
6,529
Q3 2025 Added 0.34%
$0
$3.51 Million 1.27% of portfolio
29,282
Q3 2025 Reduced 0.28%
$4.3T
$3.5 Million 1.26% of portfolio
13,758
Q3 2025 Reduced 4.52%
$881B
$3.11 Million 1.12% of portfolio
9,853
Q2 2025 Added 38.35%
$0
$2.76 Million 1.0% of portfolio
30,529
Q3 2025 Reduced 0.08%
$662B
$2.59 Million 0.93% of portfolio
5,155
Q3 2025 Reduced 2.81%
$0
$2.55 Million 0.92% of portfolio
47,081
Q3 2025 Reduced 1.27%
$0
$2.36 Million 0.85% of portfolio
4,917
Q3 2025 Added 0.04%
$0
$2.18 Million 0.79% of portfolio
3,275
Q3 2025 Reduced 1.59%
$3.78T
$2.1 Million 0.76% of portfolio
4,056
Q2 2025 Added 5.76%
$0
$1.87 Million 0.67% of portfolio
7,715
Q3 2025 Reduced 1.64%
$0
$1.74 Million 0.63% of portfolio
55,025
Q3 2025 Reduced 3.86%
$0
$1.53 Million 0.55% of portfolio
19,085
Q2 2025 Reduced 4.32%
$303B
$1.46 Million 0.53% of portfolio
9,423
Q3 2025 Added 0.28%
$266B
$1.29 Million 0.47% of portfolio
4,582
Q3 2025 Added 0.04%
$1.65T
$1.29 Million 0.47% of portfolio
5,314
Q2 2025 Reduced 0.52%
$101B
$1.17 Million 0.42% of portfolio
9,637
Q3 2025 Added 1.01%
$98.1B
$1.13 Million 0.41% of portfolio
6,622
Q3 2025 Added 1.19%
$0
$1.11 Million 0.4% of portfolio
23,742
Q3 2025 Added 5.37%
$79.1B
$1.08 Million 0.39% of portfolio
6,039
Q3 2023 New
$111B
$1.09 Million 0.39% of portfolio
3,300
Q2 2025 New
$0
$1.04 Million 0.37% of portfolio
21,750
Q3 2025 Reduced 0.37%
$7.87B
$1.03 Million 0.37% of portfolio
12,079
Q3 2025 Reduced 21.66%
$0
$1.01 Million 0.37% of portfolio
11,361
Q3 2025 Added 0.54%
$0
$977,000 0.35% of portfolio
18,138
Q3 2025 Added 0.13%
$123B
$961,000 0.35% of portfolio
1,927
Q3 2025 Added 161.47%
$0
$946,000 0.34% of portfolio
53,244
Q2 2025 Reduced 8.44%
$26.1B
$943,000 0.34% of portfolio
17,529
Q3 2025 Added 1.5%
$367B
$915,000 0.33% of portfolio
2,260
Q2 2025 New
$3.99B
$883,000 0.32% of portfolio
20,515
Q3 2025 Added 0.89%
$190B
$875,000 0.32% of portfolio
8,628
Q2 2025 New
$0
$890,000 0.32% of portfolio
10,215
Q1 2023 Reduced 0.23%
$0
$831,000 0.3% of portfolio
6,995
Q3 2025 Added 0.37%
$2.1B
$836,000 0.3% of portfolio
5,057
Q3 2025 Reduced 10.32%
$156B
$781,000 0.28% of portfolio
7,040
Q2 2025 New
$59.6B
$768,000 0.28% of portfolio
3,583
Q2 2025 Added 16.22%
$0
$775,000 0.28% of portfolio
11,882
Q3 2025 Reduced 0.06%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $277 Million
  • Prior Value $259 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
Track This Portfolio

Track Powell Investment Advisors, LLC Portfolio

Follow Powell Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Powell Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Powell Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email