Powell Investment Advisors, LLC Portfolio Holdings

Powell Investment Advisors, LLC

  • $259 Million
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Franklin Templeton Digital H
-
$0 0.0% of portfolio
-
Q4 2024 Added 11.08%
$0
$0 0.0% of portfolio
6,735
Q2 2025 New
$0
$0 0.0% of portfolio
1
Q2 2025 Reduced 99.44%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Nano Nuclear Energy Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 59.67%
Wells Fargo CO New
-
$0 0.0% of portfolio
-
Q1 2023 Reduced 12.28%
Atlassian Corporation
-
$0 0.0% of portfolio
-
Q4 2024 New
Lightbridge Corp
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$5,000 0.0% of portfolio
40
Q3 2021 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q2 2025 Added 10.93%
$0
$12,000 0.0% of portfolio
50
Q1 2025 New
Lam Research Corp
-
$0 0.0% of portfolio
-
Q4 2024 New
Gsr Iii Acquisition Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
Bank America Corp
-
$0 0.0% of portfolio
-
Q1 2024 New
$102M
$2,000 0.0% of portfolio
14,010
Q2 2025 New
Brookfield Corp
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.31%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $259 Million
  • Prior Value $198 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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