Powell Investment Advisors, LLC Purchases in Q2 2025

Powell Investment Advisors, LLC

  • $259 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
39.4K
New
$167.32 - $223.3 $6.59M - $8.79M
39.4K $8.64M
IVW
Ishares S&P 500 Growth ETF

ETFs
21.4K
+ 7.89%
$82.96 - $110.1 $1.78M - $2.36M
293K $32.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.46K
+ 26.32%
$416.06 - $551.64 $2.69M - $3.57M
31K $17.1M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
11.3K
+ 22.37%
$224.16 - $285.86 $2.54M - $3.23M
61.9K $17.7M
IWN
Ishares Russell2000 Val ETF

ETFs
17.8K
+ 18.33%
$131.84 - $157.76 $2.35M - $2.81M
115K $18.2M
AAPL
Apple Inc.

Technology
14.4K
New
$172.42 - $223.89 $2.48M - $3.23M
14.4K $2.96M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
61.4K
New
$44.68 - $45.96 $2.74M - $2.82M
61.4K $2.81M
TSLA
Tesla, Inc.

Consumer Cyclical
5.39K
+ 39.46%
$221.86 - $362.89 $1.2M - $1.96M
19.1K $6.06M
IVE
Ishares S&P 500 Value ETF

ETFs
8.95K
+ 5.91%
$168.34 - $195.42 $1.51M - $1.75M
160K $31.3M
IOO
Ishares Tr Global 100 ETF

ETFs
20.6K
+ 233.83%
$84.95 - $107.81 $1.75M - $2.22M
29.4K $3.16M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.86K
+ 3.55%
$104.34 - $138.68 $194K - $257K
54.1K $7.5M
CVX
Chevron Corp

Energy
9.4K
New
$133.73 - $168.51 $1.26M - $1.58M
9.4K $1.35M
JPM
Jpmorgan Chase & CO

Financial Services
2.73K
+ 38.35%
$210.28 - $289.91 $574K - $792K
9.85K $2.86M
CEG
Constellation Energy Corp

Utilities
3.3K
New
$170.96 - $322.76 $564K - $1.07M
3.3K $1.07M
HD
Home Depot, Inc.

Consumer Cyclical
2.26K
New
$335.24 - $380.78 $758K - $861K
2.26K $828K
KO
Coca Cola CO

Consumer Defensive
11.5K
+ 412.37%
$68.37 - $73.9 $786K - $850K
14.3K $1.01M
GILD
Gilead Sciences, Inc.

Healthcare
7.04K
New
$96.91 - $113.0 $682K - $796K
7.04K $780K
C
Citigroup Inc

Financial Services
8.63K
New
$58.13 - $85.12 $502K - $734K
8.63K $734K
XOM
Exxon Mobil Corp

Energy
6.3K
New
$99.93 - $119.04 $630K - $750K
6.3K $679K
EFA
Ishares Tr Msci Eafe ETF

ETFs
681
+ 0.94%
$72.96 - $90.39 $49.7K - $61.6K
73K $6.53M
IWS
Ishares Russell Midcap Value E

ETFs
1.99K
+ 3.87%
$110.58 - $132.14 $220K - $262K
53.3K $7.05M
MSFT
Microsoft Corp

Technology
221
+ 5.76%
$354.56 - $497.45 $78.4K - $110K
4.06K $2.02M
IWM
Ishares Russell 2000 ETF

ETFs
1.86K
+ 31.06%
$174.82 - $215.79 $325K - $401K
7.84K $1.69M
SHOP
Shopify Inc.

Technology
3.7K
New
$76.89 - $115.35 $284K - $426K
3.7K $426K
NET
Cloudflare, Inc.

Technology
500
+ 16.22%
$97.08 - $195.83 $48.5K - $97.9K
3.58K $701K
SQ
Block, Inc.

Technology
5.56K
New
N/A
5.56K $318K
AVY
Avery Dennison Corp

Industrials
1.7K
New
$159.58 - $183.97 $272K - $313K
1.7K $299K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
4.2K
New
$40.51 - $71.03 $170K - $298K
4.2K $295K
SPY
Spdr S&P 500 ETF Trust

ETFs
103
+ 3.19%
$496.48 - $617.85 $51.1K - $63.6K
3.33K $2.06M
IBM
International Business Machines Corp

Technology
2
+ 0.04%
$221.03 - $294.78 $442 - $590
4.58K $1.35M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
88
+ 0.18%
$39.89 - $49.46 $3.51K - $4.35K
47.7K $2.36M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.54K
New
$62.73 - $78.42 $159K - $199K
2.54K $196K
SNOW
Snowflake Inc.

Technology
250
+ 16.05%
$130.53 - $223.77 $32.6K - $55.9K
1.81K $404K
VTV
Vanguard Value ETF

ETFs
973
New
$153.67 - $176.74 $150K - $172K
973 $171K
MSTR
Microstrategy Inc

Technology
59
+ 4.92%
$237.95 - $421.61 $14K - $24.9K
1.26K $508K
CLSK
Cleanspark, Inc.

Technology
14.3K
New
$6.74 - $11.03 $96.7K - $158K
14.3K $158K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.19K
+ 20.49%
$90.56 - $109.49 $107K - $130K
6.97K $761K
UBER
Uber Technologies, Inc

Technology
500
+ 9.3%
$64.62 - $93.3 $32.3K - $46.7K
5.88K $548K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.92K
+ 19.22%
$51.16 - $62.02 $98.1K - $119K
11.9K $737K
IYW
Ishares Dj Us Tech ETF

ETFs
306
+ 14.73%
$122.57 - $173.27 $37.5K - $53K
2.38K $413K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
121
+ 4.43%
$66.89 - $111.18 $8.09K - $13.5K
2.85K $316K
MS
Morgan Stanley

Financial Services
31
+ 0.69%
$99.83 - $140.86 $3.09K - $4.37K
4.52K $636K
EOSE
Eos Energy Enterprises, Inc.

Industrials
20K
New
$3.3 - $7.11 $66K - $142K
20K $102K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
20K
New
$3.97 - $5.84 $79.5K - $117K
20K $101K
DDOG
Datadog, Inc.

Technology
100
+ 4.88%
$87.0 - $134.33 $8.7K - $13.4K
2.15K $288K
SCCO
Southern Copper Corp

Basic Materials
93
+ 0.98%
$75.63 - $104.64 $7.03K - $9.73K
9.54K $965K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
900
+ 26.91%
$69.8 - $85.28 $62.8K - $76.8K
4.25K $352K
ARKQ
Ark Autonomous Technology & Ro

ETFs
865
New
$58.8 - $89.17 $50.9K - $77.1K
865 $77K
BOTZ
Global X Fds

ETFs
1.59K
+ 29.43%
$24.51 - $32.65 $39K - $51.9K
6.99K $228K
Activity Summary
Buys All Purchases 82 New Holdings 25 Increased Positions 57 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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