Powell Investment Advisors, LLC Incresed Positions in Q2 2025

Powell Investment Advisors, LLC

  • $259 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
GS
Goldman Sachs Group Inc

Financial Services
1.97K
+ 43.45%
$462.22 - $707.75 $911K - $1.39M
6.51K $4.61M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.86K
+ 3.55%
$104.34 - $138.68 $194K - $257K
54.1K $7.5M
JPM
Jpmorgan Chase & CO

Financial Services
2.73K
+ 38.35%
$210.28 - $289.91 $574K - $792K
9.85K $2.86M
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
NET
Cloudflare, Inc.

Technology
500
+ 16.22%
$97.08 - $195.83 $48.5K - $97.9K
3.58K $701K
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
SNOW
Snowflake Inc.

Technology
250
+ 16.05%
$130.53 - $223.77 $32.6K - $55.9K
1.81K $404K
MSTR
Microstrategy Inc

Technology
59
+ 4.92%
$237.95 - $421.61 $14K - $24.9K
1.26K $508K
UBER
Uber Technologies, Inc

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

ETFs
1.19K
+ 20.49%
$90.56 - $109.49 $107K - $130K
6.97K $761K
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
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
BOTZ
Global X Fds

ETFs
1.59K
+ 29.43%
$24.51 - $32.65 $39K - $51.9K
6.99K $228K
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
UEC
Uranium Energy Corp

Energy
486
+ 4.53%
$4.0 - $7.05 $1.94K - $3.43K
11.2K $76K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
503
+ 10.48%
$483.48 - $539.8 $243K - $272K
5.3K $2.58M
DVY
Ishares Tr

ETFs
1.19K
+ 1.27%
$118.37 - $134.86 $141K - $161K
95K $12.6M
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
Shineco Inc
89.8K
+ 322.05%
N/A
118K $0
Ishares Bitcoin Trust ETF
1.95K
+ 10.93%
N/A
19.8K $0
Nano Nuclear Energy Inc
14.4K
+ 59.67%
N/A
38.6K $0
FTF
Franklin LTD Duration Income Trust

Financial Services
275
+ 0.49%
$5.86 - $6.47 $1.61K - $1.78K
56K $359K
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
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
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