Powell Investment Advisors, LLC Incresed Positions 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
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
XLF
Financial Sector Spdr

ETFs
2.05K
+ 12.81%
$44.89 - $51.34 $92.1K - $105K
18.1K $872K
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
CQP
Cheniere Energy Partners, L.P.

Energy
258
+ 1.56%
$48.06 - $58.87 $12.4K - $15.2K
16.8K $893K
XLE
Energy Sector Spdr

ETFs
1.13K
+ 11.19%
$83.32 - $97.27 $93.7K - $109K
11.2K $957K
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
HYG
Ishares Tr

ETFs
3
+ 1.74%
$78.09 - $80.04 $234 - $240
175 $13K
Ishares Bitcoin Trust ETF
6.71K
+ 79.44%
N/A
15.2K $0
Franklin Templeton Digital H
1.23K
+ 11.08%
N/A
12.3K $0
XAIR
Beyond Air, Inc.

Healthcare
10
+ 0.07%
$0.3 - $0.67 $3 - $6.7
14K $5K
WMG
Warner Music Group Corp.

Communication Services
45
+ 0.55%
$30.73 - $33.67 $1.38K - $1.52K
8.16K $252K
IXC
Ishares Tr Global Energy ETF

ETFs
31
+ 2.25%
$36.95 - $43.06 $1.15K - $1.33K
1.41K $53K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
47
+ 0.98%
$113.92 - $127.38 $5.35K - $5.99K
4.82K $555K
EFV
Msci Eafe Value ETF

ETFs
13
+ 1.71%
$51.78 - $57.15 $673 - $743
773 $40K
IBM
International Business Machines Corp

Technology
2
+ 0.04%
$204.9 - $238.04 $410 - $476
4.58K $1.01M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
268
+ 2.24%
$12.12 - $13.1 $3.25K - $3.51K
12.2K $148K
LQD
Ishares Iboxx $ Investment Gra

ETFs
29
+ 1.45%
$106.56 - $113.11 $3.09K - $3.28K
2.03K $216K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
54
+ 0.28%
$12.1 - $13.52 $653 - $730
19.5K $239K
MSFT
Microsoft Corp

Technology
1
+ 0.03%
$406.35 - $454.46 $406 - $454
3.52K $1.48M
EEM
Ishares Msci Emerging Markets

ETFs
133
+ 1.33%
$41.82 - $47.36 $5.56K - $6.3K
10.1K $423K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
120
+ 0.21%
$17.21 - $18.41 $2.07K - $2.21K
58.1K $1M
IWS
Ishares Russell Midcap Value E

ETFs
533
+ 1.09%
$128.08 - $140.32 $68.3K - $74.8K
49.5K $6.41M
SON
Sonoco Products CO

Consumer Cyclical
153
+ 0.77%
$48.6 - $54.89 $7.44K - $8.4K
20K $976K
GIS
General Mills Inc

Consumer Defensive
72
+ 0.61%
$62.78 - $74.62 $4.52K - $5.37K
11.9K $759K
SCCO
Southern Copper Corp

Basic Materials
57
+ 0.61%
$91.13 - $117.95 $5.19K - $6.72K
9.38K $854K
DVY
Ishares Tr

ETFs
363
+ 0.39%
$129.55 - $143.41 $47K - $52.1K
92.9K $12.2M
IVE
Ishares S&P 500 Value ETF

ETFs
246
+ 0.17%
$189.5 - $206.17 $46.6K - $50.7K
143K $27.3M
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
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