Powell Investment Advisors, LLC Incresed Positions in Q3 2025

Powell Investment Advisors, LLC

  • $277 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
62
+ 0.2%
$546.99 - $602.2 $33.9K - $37.3K
31.1K $18.7M
NVDA
Nvidia Corp

Technology
2.88K
+ 8.65%
$153.3 - $186.58 $442K - $537K
36.2K $6.75M
DVY
Ishares Tr

ETFs
537
+ 0.57%
$133.88 - $142.57 $71.9K - $76.6K
95.6K $13.6M
LMT
Lockheed Martin Corp

Industrials
1.19K
+ 161.47%
$410.74 - $499.21 $489K - $594K
1.93K $961K
GS
Goldman Sachs Group Inc

Financial Services
22
+ 0.34%
$696.56 - $806.32 $15.3K - $17.7K
6.53K $5.2M
XAR
Spdr S&P Aerospace & Defense E

ETFs
900
+ 38.14%
$205.52 - $234.96 $185K - $211K
3.26K $765K
ITA
Ishares Tr

ETFs
1K
+ 54.2%
$184.73 - $209.26 $185K - $209K
2.85K $595K
SCCO
Southern Copper Corp

Basic Materials
96
+ 1.01%
$90.54 - $121.36 $8.69K - $11.7K
9.64K $1.17M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.04%
$433.97 - $484.08 $868 - $968
4.92K $2.36M
BX
Blackstone Inc.

Financial Services
78
+ 1.19%
$152.77 - $188.68 $11.9K - $14.7K
6.62K $1.13M
CVX
Chevron Corp

Energy
26
+ 0.28%
$145.57 - $161.83 $3.78K - $4.21K
9.42K $1.46M
MS
Morgan Stanley

Financial Services
31
+ 0.69%
$139.09 - $161.16 $4.31K - $5K
4.55K $723K
JNJ
Johnson & Johnson

Healthcare
23
+ 1.01%
$155.17 - $185.42 $3.57K - $4.26K
2.31K $427K
UEC
Uranium Energy Corp

Energy
312
+ 2.78%
$5.92 - $13.89 $1.85K - $4.33K
11.5K $153K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
26
+ 0.37%
$108.46 - $120.63 $2.82K - $3.14K
7K $831K
EEM
Ishares Msci Emerging Markets

ETFs
151
+ 1.53%
$48.07 - $53.4 $7.26K - $8.06K
10K $534K
WMG
Warner Music Group Corp.

Communication Services
47
+ 0.57%
$27.83 - $34.24 $1.31K - $1.61K
8.31K $283K
XLE
Energy Sector Spdr

ETFs
61
+ 0.54%
$84.25 - $91.99 $5.14K - $5.61K
11.4K $1.01M
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.04%
$171.38 - $197.01 $171 - $197
2.39K $467K
F
Ford Motor CO

Consumer Cyclical
60
+ 0.18%
$10.82 - $12.09 $649 - $725
33.3K $398K
XOM
Exxon Mobil Corp

Energy
36
+ 0.57%
$105.83 - $117.22 $3.81K - $4.22K
6.34K $714K
XLF
Financial Sector Spdr

ETFs
24
+ 0.13%
$51.37 - $54.25 $1.23K - $1.3K
18.1K $977K
DRIV
Global X Fds Global X Autonomo

ETFs
812
+ 73.82%
$23.34 - $28.35 $19K - $23K
1.91K $54K
ROBO
Robo Global Robotics And Autom

ETFs
408
+ 162.55%
$59.49 - $67.23 $24.3K - $27.4K
659 $43K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
63
+ 53.85%
$275.84 - $326.36 $17.4K - $20.6K
180 $58K
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.82%
$291.67 - $316.99 $3.79K - $4.12K
1.61K $488K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
2.56K
+ 11.68%
$8.4 - $8.79 $21.5K - $22.5K
24.4K $209K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 1.46%
$567.77 - $614.76 $3.41K - $3.69K
416 $254K
FTF
Franklin LTD Duration Income Trust

Financial Services
3.4K
+ 6.08%
$6.34 - $6.51 $21.6K - $22.1K
59.4K $378K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.21K
+ 5.37%
$46.51 - $50.07 $56.3K - $60.6K
23.7K $1.11M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
227
+ 1.81%
$11.55 - $12.56 $2.62K - $2.85K
12.8K $160K
EPD
Enterprise Products Partners L.P.

Energy
146
+ 1.71%
$30.74 - $32.14 $4.49K - $4.69K
8.68K $271K
VZ
Verizon Communications Inc

Communication Services
92
+ 1.99%
$40.84 - $45.06 $3.76K - $4.15K
4.72K $207K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
47
+ 0.38%
$11.51 - $12.4 $541 - $583
12.6K $154K
LQD
Ishares Iboxx $ Investment Gra

ETFs
12
+ 1.13%
$107.66 - $112.36 $1.29K - $1.35K
1.08K $119K
Ishares Bitcoin Trust ETF
556
+ 2.81%
N/A
20.4K $0
SON
Sonoco Products CO

Consumer Cyclical
181
+ 0.89%
$42.77 - $48.68 $7.74K - $8.81K
20.5K $883K
T
At&T Inc.

Communication Services
280
+ 1.59%
$26.94 - $29.62 $7.54K - $8.29K
17.9K $504K
GIS
General Mills Inc

Consumer Defensive
104
+ 0.86%
$48.44 - $53.83 $5.04K - $5.6K
12.2K $614K
CQP
Cheniere Energy Partners, L.P.

Energy
259
+ 1.5%
$51.57 - $57.73 $13.4K - $15K
17.5K $943K
IBM
International Business Machines Corp

Technology
2
+ 0.04%
$234.77 - $292.47 $470 - $585
4.58K $1.29M
Activity Summary
Buys All Purchases 54 New Holdings 12 Increased Positions 42 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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