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
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1K
+ 40.0%
$99.37 - $134.05 $99.4K - $134K
3.5K $396K
EEM
Ishares Msci Emerging Markets

ETFs
76
+ 0.78%
$38.52 - $48.28 $2.93K - $3.67K
9.87K $475K
XLF
Financial Sector Spdr

ETFs
25
+ 0.14%
$43.92 - $52.37 $1.1K - $1.31K
18.1K $948K
CHTR
Charter Communications, Inc.

Communication Services
25
+ 4.6%
$321.68 - $427.25 $8.04K - $10.7K
569 $232K
F
Ford Motor CO

Consumer Cyclical
69
+ 0.21%
$8.69 - $10.85 $600 - $749
33.2K $360K
DRIV
Global X Fds Global X Autonomo

ETFs
1.1K
New
$17.75 - $23.51 $19.5K - $25.9K
1.1K $25K
UEC
Uranium Energy Corp

Energy
486
+ 4.53%
$4.0 - $7.05 $1.94K - $3.43K
11.2K $76K
DVY
Ishares Tr

ETFs
1.19K
+ 1.27%
$118.37 - $134.86 $141K - $161K
95K $12.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
503
+ 10.48%
$483.48 - $539.8 $243K - $272K
5.3K $2.58M
ARKG
Ark Genomic Revolution ETF (De

ETFs
820
New
$18.34 - $24.56 $15K - $20.1K
820 $19K
T
At&T Inc.

Communication Services
140
+ 0.8%
$26.33 - $28.94 $3.69K - $4.05K
17.6K $508K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
1.31K
+ 6.36%
$8.06 - $8.67 $10.5K - $11.3K
21.9K $187K
EFV
Msci Eafe Value ETF

ETFs
17
+ 2.2%
$52.4 - $64.65 $891 - $1.1K
790 $50K
XAIR
Beyond Air, Inc.

Healthcare
14K
New
$0.16 - $0.25 $2.24K - $3.5K
14K $2K
Shineco Inc
89.8K
+ 322.05%
N/A
118K $0
ALCC
Alt C Acquisition Corp.

Financial Services
6.74K
New
N/A
6.74K $0
FTF
Franklin LTD Duration Income Trust

Financial Services
275
+ 0.49%
$5.86 - $6.47 $1.61K - $1.78K
56K $359K
Nano Nuclear Energy Inc
14.4K
+ 59.67%
N/A
38.6K $0
Gsr Iii Acquisition Corp
10.2K
New
N/A
10.2K $0
Ishares Bitcoin Trust ETF
1.95K
+ 10.93%
N/A
19.8K $0
NZF
Nuveen Municipal Credit Income Fund

Financial Services
220
+ 1.78%
$11.34 - $12.35 $2.49K - $2.72K
12.6K $149K
IXC
Ishares Tr Global Energy ETF

ETFs
24
+ 1.7%
$34.69 - $42.32 $833 - $1.02K
1.43K $56K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
45
+ 0.36%
$11.35 - $12.45 $511 - $560
12.5K $149K
EPD
Enterprise Products Partners L.P.

Energy
140
+ 1.67%
$28.95 - $34.22 $4.05K - $4.79K
8.54K $264K
WMG
Warner Music Group Corp.

Communication Services
58
+ 0.71%
$25.91 - $31.32 $1.5K - $1.82K
8.26K $225K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
500
+ 4.0%
$2.33 - $8.01 $1.17K - $4.01K
13K $31K
SON
Sonoco Products CO

Consumer Cyclical
178
+ 0.88%
$40.6 - $47.93 $7.23K - $8.53K
20.3K $885K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
44
+ 0.2%
$45.07 - $52.57 $1.98K - $2.31K
22.5K $1.1M
GIS
General Mills Inc

Consumer Defensive
89
+ 0.74%
$50.37 - $60.97 $4.48K - $5.43K
12.1K $626K
XLE
Energy Sector Spdr

ETFs
62
+ 0.55%
$76.44 - $94.13 $4.74K - $5.84K
11.3K $958K
CQP
Cheniere Energy Partners, L.P.

Energy
230
+ 1.35%
$54.61 - $68.04 $12.6K - $15.6K
17.3K $967K
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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