Powell Investment Advisors, LLC New Holdings in Q1 2025

Powell Investment Advisors, LLC

  • $198 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
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
VZ
Verizon Communications Inc

Communication Services
4.63K
New
$37.81 - $46.49 $175K - $215K
4.63K $209K
CHTR
Charter Communications, Inc.

Communication Services
544
New
$334.89 - $384.77 $182K - $209K
544 $200K
KO
Coca Cola CO

Consumer Defensive
2.79K
New
$60.81 - $72.32 $170K - $202K
2.79K $199K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
12.5K
New
$6.67 - $12.72 $83.4K - $159K
12.5K $83K
XLK
Technology Sector Spdr

ETFs
50
New
$206.38 - $242.18 $10.3K - $12.1K
50 $10K
Lightbridge Corp
11.7K
New
N/A
11.7K $0
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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