Powell Investment Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $277 Million distributed in 167 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $35.1M, Ishares S&P 500 Value ETF with a value of $32.2M, Ishares Russell2000 Val ETF with a value of $20.2M, Ishares Russell 2000 Gwt ETF with a value of $19.4M, and Invesco Qqq Trust, Series 1 with a value of $18.7M.
Examining the 13F form we can see an increase of $18.2M in the current position value, from $259M to 277M.
Below you can find more details about Powell Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$277 Million
ETFs: $199 Million
Technology: $20.2 Million
Consumer Cyclical: $20 Million
Financial Services: $17.9 Million
Energy: $4.27 Million
Communication Services: $3.67 Million
Utilities: $3.04 Million
Healthcare: $2.52 Million
Other: $6.47 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
