Powell Investment Advisors, LLC New Holdings in Q2 2025

Powell Investment Advisors, LLC

  • $259 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
39.4K
New
$167.32 - $223.3 $6.59M - $8.79M
39.4K $8.64M
AAPL
Apple Inc.

Technology
14.4K
New
$172.42 - $223.89 $2.48M - $3.23M
14.4K $2.96M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
61.4K
New
$44.68 - $45.96 $2.74M - $2.82M
61.4K $2.81M
CVX
Chevron Corp

Energy
9.4K
New
$133.73 - $168.51 $1.26M - $1.58M
9.4K $1.35M
CEG
Constellation Energy Corp

Utilities
3.3K
New
$170.96 - $322.76 $564K - $1.07M
3.3K $1.07M
HD
Home Depot, Inc.

Consumer Cyclical
2.26K
New
$335.24 - $380.78 $758K - $861K
2.26K $828K
GILD
Gilead Sciences, Inc.

Healthcare
7.04K
New
$96.91 - $113.0 $682K - $796K
7.04K $780K
C
Citigroup Inc

Financial Services
8.63K
New
$58.13 - $85.12 $502K - $734K
8.63K $734K
XOM
Exxon Mobil Corp

Energy
6.3K
New
$99.93 - $119.04 $630K - $750K
6.3K $679K
SHOP
Shopify Inc.

Technology
3.7K
New
$76.89 - $115.35 $284K - $426K
3.7K $426K
AVY
Avery Dennison Corp

Industrials
1.7K
New
$159.58 - $183.97 $272K - $313K
1.7K $299K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
4.2K
New
$40.51 - $71.03 $170K - $298K
4.2K $295K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.54K
New
$62.73 - $78.42 $159K - $199K
2.54K $196K
VTV
Vanguard Value ETF

ETFs
973
New
$153.67 - $176.74 $150K - $172K
973 $171K
CLSK
Cleanspark, Inc.

Technology
14.3K
New
$6.74 - $11.03 $96.7K - $158K
14.3K $158K
EOSE
Eos Energy Enterprises, Inc.

Industrials
20K
New
$3.3 - $7.11 $66K - $142K
20K $102K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
20K
New
$3.97 - $5.84 $79.5K - $117K
20K $101K
ARKQ
Ark Autonomous Technology & Ro

ETFs
865
New
$58.8 - $89.17 $50.9K - $77.1K
865 $77K
DRIV
Global X Fds Global X Autonomo

ETFs
1.1K
New
$17.75 - $23.51 $19.5K - $25.9K
1.1K $25K
ARKG
Ark Genomic Revolution ETF (De

ETFs
820
New
$18.34 - $24.56 $15K - $20.1K
820 $19K
ROBO
Robo Global Robotics And Autom

ETFs
251
New
$43.89 - $59.78 $11K - $15K
251 $15K
XAIR
Beyond Air, Inc.

Healthcare
14K
New
$0.16 - $0.25 $2.24K - $3.5K
14K $2K
Gsr Iii Acquisition Corp
10.2K
New
N/A
10.2K $0
ALCC
Alt C Acquisition Corp.

Financial Services
6.74K
New
N/A
6.74K $0
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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