Powell Investment Advisors, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $259 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 $32.2M, Ishares S&P 500 Value ETF with a value of $31.3M, Ishares Russell2000 Val ETF with a value of $18.2M, Ishares Russell 2000 Gwt ETF with a value of $17.7M, and Invesco Qqq Trust, Series 1 with a value of $17.1M.
Examining the 13F form we can see an increase of $60.8M in the current position value, from $198M to 259M.
Below you can find more details about Powell Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$259 Million
ETFs: $186 Million
Consumer Cyclical: $20.7 Million
Technology: $17.1 Million
Financial Services: $16.1 Million
Energy: $4.02 Million
Communication Services: $3.04 Million
Consumer Defensive: $2.94 Million
Utilities: $2.92 Million
Other: $6.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
