Powell Investment Advisors, LLC Portfolio Holdings

Powell Investment Advisors, LLC

  • $277 Million
  • Q3 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$378,000 0.14% of portfolio
59,383
Q3 2025 Added 6.08%
$0
$250,000 0.09% of portfolio
10,100
Q1 2024 Reduced 0.04%
$0
$209,000 0.08% of portfolio
24,446
Q3 2025 Added 11.68%
$0
$154,000 0.06% of portfolio
12,558
Q3 2025 Added 0.38%
$0
$160,000 0.06% of portfolio
12,803
Q3 2025 Added 1.81%
$0
$95,000 0.03% of portfolio
11,627
Q4 2024 New
$0
$0 0.0% of portfolio
6,735
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $277 Million
  • Prior Value $259 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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