Powell Investment Advisors, LLC Purchases in Q4 2024

Powell Investment Advisors, LLC

  • $210 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
1.23K
+ 0.48%
$94.43 - $105.47 $117K - $130K
261K $26.5M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
46.5K
New
$18.65 - $21.2 $868K - $986K
46.5K $914K
TSLA
Tesla, Inc.

Consumer Cyclical
150
+ 2.82%
$213.65 - $479.86 $32K - $72K
5.47K $2.21M
QQQ
Invesco Qqq Trust, Series 1

ETFs
85
+ 0.39%
$481.22 - $538.17 $40.9K - $45.7K
21.7K $11.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
81
+ 0.16%
$116.4 - $138.52 $9.43K - $11.2K
49.7K $6.3M
NVDA
Nvidia Corp

Technology
1.85K
+ 11.25%
$117.0 - $148.88 $216K - $275K
18.3K $2.45M
XLV
Select Sector Spdr Fund Health

ETFs
3.35K
+ 1269.32%
$136.28 - $154.74 $457K - $519K
3.62K $497K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
954
+ 2.07%
$278.19 - $315.36 $265K - $301K
47K $13.5M
GS
Goldman Sachs Group Inc

Financial Services
24
+ 0.53%
$486.1 - $608.57 $11.7K - $14.6K
4.51K $2.58M
AAPL
Apple Inc.

Technology
1
+ 0.01%
$221.69 - $259.02 $222 - $259
14.9K $3.73M
SNOW
Snowflake Inc.

Technology
1.31K
New
$109.65 - $186.51 $143K - $244K
1.31K $201K
FXI
Ishares Tr

ETFs
6.38K
New
$29.52 - $36.69 $188K - $234K
6.38K $194K
XLF
Financial Sector Spdr

ETFs
2.05K
+ 12.81%
$44.89 - $51.34 $92.1K - $105K
18.1K $872K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
17.5K
New
$8.2 - $9.12 $143K - $159K
17.5K $145K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
10.7K
New
$11.18 - $13.68 $119K - $146K
10.7K $135K
VUG
Vanguard Growth ETF

ETFs
2
+ 0.04%
$378.79 - $428.11 $758 - $856
4.91K $2.02M
QS
Quantum Scape Corp

Consumer Cyclical
22.9K
New
$4.73 - $6.5 $109K - $149K
22.9K $119K
XAR
Spdr S&P Aerospace & Defense E

ETFs
610
+ 34.86%
$153.8 - $176.52 $93.8K - $108K
2.36K $391K
GOOG
Alphabet Inc.

Communication Services
238
+ 10.28%
$163.08 - $198.16 $38.8K - $47.2K
2.55K $486K
MS
Morgan Stanley

Financial Services
30
+ 0.68%
$104.42 - $134.99 $3.13K - $4.05K
4.46K $560K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
11.6K
New
$7.83 - $8.16 $91K - $94.9K
11.6K $91K
CQP
Cheniere Energy Partners, L.P.

Energy
258
+ 1.56%
$48.06 - $58.87 $12.4K - $15.2K
16.8K $893K
SOXX
Ishares Semiconductor ETF

ETFs
350
New
$211.27 - $239.8 $73.9K - $83.9K
350 $75K
XLE
Energy Sector Spdr

ETFs
1.13K
+ 11.19%
$83.32 - $97.27 $93.7K - $109K
11.2K $957K
UEC
Uranium Energy Corp

Energy
10.7K
New
$6.55 - $8.6 $70.2K - $92.2K
10.7K $71K
FTF
Franklin LTD Duration Income Trust

Financial Services
9.13K
+ 19.71%
$6.39 - $6.77 $58.3K - $61.8K
55.4K $367K
IWN
Ishares Russell2000 Val ETF

ETFs
1.73K
+ 1.88%
$162.69 - $181.35 $281K - $313K
93.5K $15.3M
URA
Global X Uranium ETF

ETFs
1.69K
+ 53.4%
$26.78 - $33.46 $45.3K - $56.5K
4.86K $130K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
42
+ 0.19%
$46.48 - $51.32 $1.95K - $2.16K
22.4K $1.08M
EPD
Enterprise Products Partners L.P.

Energy
138
+ 1.7%
$28.66 - $34.43 $3.96K - $4.75K
8.26K $259K
IOO
Ishares Tr Global 100 ETF

ETFs
45
+ 0.41%
$97.46 - $103.45 $4.39K - $4.66K
11.1K $1.12M
T
At&T Inc.

Communication Services
168
+ 0.98%
$21.22 - $23.88 $3.56K - $4.01K
17.3K $393K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.52%
$521.84 - $558.82 $1.04K - $1.12K
390 $210K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
29
+ 0.36%
$61.68 - $67.87 $1.79K - $1.97K
8.02K $499K
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.11%
$216.13 - $242.4 $1.3K - $1.45K
5.45K $1.21M
Shineco Inc
11.5K
New
N/A
11.5K $0
Exchange Traded Concepts Tru
5.55K
New
N/A
5.55K $0
Franklin Templeton Digital H
1.23K
+ 11.08%
N/A
12.3K $0
Proshares Tr
11.3K
New
N/A
11.3K $0
Blackrock Inc
708
New
N/A
708 $0
Nano Nuclear Energy Inc
24.2K
New
N/A
24.2K $0
XLI
Industrial Sector Spdr

ETFs
0
New
$131.76 - $143.99 $0 - $0
0 $0
KRE
Spdr S&P Regional Banking ETF

ETFs
0
New
$54.6 - $68.9 $0 - $0
0 $0
Lam Research Corp
3.46K
New
N/A
3.46K $0
HYG
Ishares Tr

ETFs
3
+ 1.74%
$78.09 - $80.04 $234 - $240
175 $13K
Atlassian Corporation
1.19K
New
N/A
1.19K $0
XAIR
Beyond Air, Inc.

Healthcare
10
+ 0.07%
$0.3 - $0.67 $3 - $6.7
14K $5K
Ishares Bitcoin Trust ETF
6.71K
+ 79.44%
N/A
15.2K $0
WMG
Warner Music Group Corp.

Communication Services
45
+ 0.55%
$30.73 - $33.67 $1.38K - $1.52K
8.16K $252K
Activity Summary
Buys All Purchases 66 New Holdings 19 Increased Positions 47 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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