Powell Investment Advisors, LLC Purchases in Q1 2025

Powell Investment Advisors, LLC

  • $198 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
28.2K
+ 154.27%
$106.98 - $149.43 $3.02M - $4.21M
46.5K $5.04M
IVE
Ishares S&P 500 Value ETF

ETFs
8.44K
+ 5.9%
$185.78 - $198.58 $1.57M - $1.68M
151K $28.9M
TSLA
Tesla, Inc.

Consumer Cyclical
8.2K
+ 149.91%
$222.15 - $428.22 $1.82M - $3.51M
13.7K $3.54M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.86K
+ 13.19%
$468.34 - $539.52 $1.34M - $1.54M
24.6K $11.5M
DVY
Ishares Tr

ETFs
924
+ 0.99%
$128.58 - $138.1 $119K - $128K
93.8K $12.6M
MSTR
Microstrategy Inc

Technology
1.2K
New
$239.27 - $396.5 $287K - $476K
1.2K $345K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.5K
New
$80.53 - $147.57 $201K - $369K
2.5K $330K
CQP
Cheniere Energy Partners, L.P.

Energy
220
+ 1.31%
$55.42 - $67.71 $12.2K - $14.9K
17K $1.13M
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.3K
+ 12.07%
$75.99 - $81.58 $251K - $269K
30.6K $2.35M
CHTR
Charter Communications, Inc.

Communication Services
544
New
$334.89 - $384.77 $182K - $209K
544 $200K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
811
+ 16.8%
$111.19 - $129.47 $90.2K - $105K
5.64K $730K
KO
Coca Cola CO

Consumer Defensive
2.79K
New
$60.81 - $72.32 $170K - $202K
2.79K $199K
IBM
International Business Machines Corp

Technology
2
+ 0.04%
$217.4 - $264.74 $435 - $529
4.58K $1.14M
UBER
Uber Technologies, Inc

Technology
600
+ 12.57%
$63.17 - $81.49 $37.9K - $48.9K
5.38K $391K
T
At&T Inc.

Communication Services
157
+ 0.91%
$21.56 - $28.28 $3.38K - $4.44K
17.4K $493K
XLE
Energy Sector Spdr

ETFs
55
+ 0.49%
$85.7 - $93.96 $4.71K - $5.17K
11.2K $1.05M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
40
+ 0.18%
$48.65 - $53.06 $1.95K - $2.12K
22.5K $1.17M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
12.5K
New
$6.67 - $12.72 $83.4K - $159K
12.5K $83K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.95K
+ 24.35%
$57.21 - $65.8 $112K - $129K
9.97K $581K
IWS
Ishares Russell Midcap Value E

ETFs
1.82K
+ 3.68%
$122.59 - $135.24 $223K - $247K
51.4K $6.47M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
962
+ 19.95%
$102.49 - $119.96 $98.6K - $115K
5.78K $604K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
3.13K
+ 17.93%
$8.31 - $8.77 $26K - $27.4K
20.6K $176K
XLF
Financial Sector Spdr

ETFs
26
+ 0.14%
$47.32 - $52.19 $1.23K - $1.36K
18.1K $901K
SCCO
Southern Copper Corp

Basic Materials
68
+ 0.72%
$85.92 - $101.48 $5.84K - $6.9K
9.45K $883K
EPD
Enterprise Products Partners L.P.

Energy
132
+ 1.6%
$31.75 - $34.14 $4.19K - $4.51K
8.4K $286K
SNOW
Snowflake Inc.

Technology
250
+ 19.11%
$146.16 - $192.78 $36.5K - $48.2K
1.56K $227K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.91K
+ 3.44%
$30.73 - $32.26 $58.7K - $61.6K
57.4K $1.76M
XLK
Technology Sector Spdr

ETFs
50
New
$206.38 - $242.18 $10.3K - $12.1K
50 $10K
F
Ford Motor CO

Consumer Cyclical
429
+ 1.31%
$9.12 - $10.43 $3.91K - $4.47K
33.2K $332K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
45
+ 62.5%
$211.47 - $267.17 $9.52K - $12K
117 $24K
WMG
Warner Music Group Corp.

Communication Services
45
+ 0.55%
$29.3 - $36.3 $1.32K - $1.63K
8.21K $257K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
137
+ 1.12%
$12.03 - $12.69 $1.65K - $1.74K
12.4K $151K
Shineco Inc
16.4K
+ 142.5%
N/A
27.9K $0
HYG
Ishares Tr

ETFs
2
+ 1.14%
$78.51 - $80.11 $157 - $160
177 $13K
Lightbridge Corp
11.7K
New
N/A
11.7K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 5.13%
$507.05 - $563.67 $10.1K - $11.3K
410 $210K
IYW
Ishares Dj Us Tech ETF

ETFs
253
+ 13.86%
$140.44 - $166.79 $35.5K - $42.2K
2.08K $291K
Ishares Bitcoin Trust ETF
2.71K
+ 17.88%
N/A
17.9K $0
SPY
Spdr S&P 500 ETF Trust

ETFs
139
+ 4.5%
$551.42 - $612.93 $76.6K - $85.2K
3.23K $1.8M
FTF
Franklin LTD Duration Income Trust

Financial Services
259
+ 0.47%
$6.43 - $6.7 $1.67K - $1.74K
55.7K $359K
IWM
Ishares Russell 2000 ETF

ETFs
531
+ 9.74%
$198.1 - $229.79 $105K - $122K
5.99K $1.19M
BOTZ
Global X Fds

ETFs
150
+ 2.86%
$28.46 - $34.53 $4.27K - $5.18K
5.4K $153K
URA
Global X Uranium ETF

ETFs
200
+ 4.12%
$22.92 - $30.98 $4.58K - $6.2K
5.06K $115K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
75
+ 2.29%
$81.1 - $94.7 $6.08K - $7.1K
3.35K $271K
SON
Sonoco Products CO

Consumer Cyclical
165
+ 0.83%
$44.71 - $49.22 $7.38K - $8.12K
20.2K $952K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
22
+ 0.04%
$16.76 - $17.69 $369 - $389
58.2K $974K
MS
Morgan Stanley

Financial Services
29
+ 0.65%
$111.68 - $141.08 $3.24K - $4.09K
4.49K $523K
GIS
General Mills Inc

Consumer Defensive
82
+ 0.69%
$57.56 - $65.3 $4.72K - $5.35K
12K $717K
Activity Summary
Buys All Purchases 58 New Holdings 9 Increased Positions 49 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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