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Powell Investment Advisors

Latest statistics and disclosures from Powell Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVW, IVE, IWN, IWO, QQQ, and represent 43.88% of Powell Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: LMT, NVDA, DB, META, GLW, ETHA, AVGO, AMAT, SCHP, GLD.
Started 12 new stock positions in AIQ, DB, SCHP, AMAT, META, AVGO, TXN, GLW, SBET, MP. ETHA, GLD.
Reduced shares in these 10 stocks: TSLA, KO, IVE, IWO, AMZN, ARKK, IVW, ALSN, TEAM, CHTR.
Sold out of its positions in ARKK, ARKQ, ARKG, TEAM, Beyond Air, CHTR, KO, EOSE, RCKT, XLK. SISI, GSRT.
Powell Investment Advisors was a net seller of stock by $-3.6M.
Powell Investment Advisors has $286M in assets under management (AUM), dropping by 7.30%.
Central Index Key (CIK): 0001802195

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Positions held by Powell Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Powell Investment Advisors

Powell Investment Advisors holds 167 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr S&p 500 Grwt Etf (IVW)	12.3	$35M		290k	120.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	11.3	$32M	-2%	156k	206.51	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	7.0	$20M		114k	176.81	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	6.8	$19M		61k	320.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.5	$19M		31k	601.06	View chart
Ishares Tr Select Divid Etf (DVY)	4.7	$14M		96k	142.10	View chart
Amazon (AMZN)	2.9	$8.3M	-3%	38k	219.57	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.6	$7.5M	-2%	53k	142.41	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.6	$7.4M		53k	139.67	View chart
NVIDIA Corporation (NVDA)	2.4	$6.8M	+8%	36k	186.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.3	$6.7M		72k	93.37	View chart
Tesla Motors (TSLA)	1.9	$5.5M	-34%	13k	444.72	View chart
Goldman Sachs (GS)	1.8	$5.2M		6.5k	796.34	View chart
Ishares Tr Global 100 Etf (IOO)	1.2	$3.5M		29k	120.01	View chart
Apple (AAPL)	1.2	$3.5M	-4%	14k	254.64	View chart
JPMorgan Chase & Co. (JPM)	1.1	$3.1M		9.9k	315.43	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.0	$2.8M	-2%	60k	46.41	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	1.0	$2.8M		31k	90.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$2.6M	-2%	5.2k	502.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$2.6M		47k	54.18	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$2.4M		4.9k	480.08	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$2.2M		3.3k	668.09	View chart
Microsoft Corporation (MSFT)	0.7	$2.1M		4.1k	517.99	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$1.9M		7.7k	241.96	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.6	$1.7M	-3%	55k	31.62	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.6	$1.7M	-5%	24k	68.58	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$1.5M		19k	79.93	View chart
Nano Nuclear Energy (NNE)	0.5	$1.5M		39k	38.56	View chart
Chevron Corporation (CVX)	0.5	$1.5M		9.4k	155.29	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.5	$1.3M	+2%	20k	65.00	View chart
International Business Machines (IBM)	0.5	$1.3M		4.6k	282.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.3M		5.3k	243.10	View chart
Southern Copper Corporation (SCCO)	0.4	$1.2M		9.6k	121.36	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$1.1M		6.6k	170.85	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.4	$1.1M	+5%	24k	46.93	View chart
Constellation Energy (CEG)	0.4	$1.1M		3.3k	329.07	View chart
Sea Sponsord Ads (SE)	0.4	$1.1M		6.0k	178.73	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$1.0M		22k	47.63	View chart
Allison Transmission Hldngs I (ALSN)	0.4	$1.0M	-21%	12k	84.88	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$1.0M		11k	89.34	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$977k		18k	53.87	View chart
Lockheed Martin Corporation (LMT)	0.3	$962k	+161%	1.9k	499.21	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.3	$946k		53k	17.77	View chart
Cheniere Energy Partners Com Unit (CQP)	0.3	$943k		18k	53.82	View chart
Home Depot (HD)	0.3	$916k		2.3k	405.19	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$891k		10k	87.21	View chart
Sonoco Products Company (SON)	0.3	$884k		21k	43.09	View chart
Citigroup Com New (C)	0.3	$876k		8.6k	101.50	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.3	$837k	-10%	5.1k	165.45	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$831k		7.0k	118.83	View chart
Blackrock (BLK)	0.3	$825k		708.00	1165.87	View chart
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC)	0.3	$817k		12k	66.21	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$790k		7.8k	100.69	View chart
Gilead Sciences (GILD)	0.3	$781k		7.0k	111.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$775k		12k	65.26	View chart
Cloudflare Cl A Com (NET)	0.3	$769k		3.6k	214.59	View chart
Spdr Series Trust Aerospace Def (XAR)	0.3	$766k	+38%	3.3k	234.96	View chart
American Electric Power Company (AEP)	0.3	$755k		6.7k	112.50	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$754k		1.00	754200.00	View chart
Oklo Com Cl A (OKLO)	0.3	$752k		6.7k	111.63	View chart
Cisco Systems (CSCO)	0.3	$743k		11k	68.42	View chart
Morgan Stanley Com New (MS)	0.3	$723k		4.6k	158.94	View chart
Exxon Mobil Corporation (XOM)	0.2	$715k		6.3k	112.75	View chart
Lennar Corp Cl A (LEN)	0.2	$680k		5.4k	126.04	View chart
Consolidated Edison (ED)	0.2	$671k		6.7k	100.52	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$626k		3.5k	178.73	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$621k		2.1k	294.22	View chart
General Mills (GIS)	0.2	$615k		12k	50.42	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$606k		4.7k	130.28	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$595k	+54%	2.8k	209.26	View chart
Philip Morris International (PM)	0.2	$582k		3.6k	162.20	View chart
Uber Technologies (UBER)	0.2	$576k		5.9k	97.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$564k		2.3k	243.55	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$549k		3.7k	148.61	View chart
Lamar Advertising Cl A (LAMR)	0.2	$543k		4.4k	122.42	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$535k		10k	53.40	View chart
Deutsche Bank A G Namen Akt (DB)	0.2	$535k	NEW	15k	35.41	View chart
Nextera Energy (NEE)	0.2	$535k		7.1k	75.49	View chart
Eli Lilly & Co. (LLY)	0.2	$521k		683.00	763.00	View chart
At&t (T)	0.2	$504k		18k	28.24	View chart
McDonald's Corporation (MCD)	0.2	$489k		1.6k	303.90	View chart
Marsh & McLennan Companies (MMC)	0.2	$475k		2.4k	201.53	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$467k		2.4k	195.85	View chart
Lam Research Corp Com New (LRCX)	0.2	$464k		3.5k	134.16	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$447k	+15%	3.3k	135.65	View chart
Netflix (NFLX)	0.2	$438k	-7%	365.00	1198.92	View chart
Johnson & Johnson (JNJ)	0.1	$428k		2.3k	185.42	View chart
Spdr Series Trust S&p Biotech (XBI)	0.1	$425k		4.2k	100.20	View chart
Snowflake Com Shs (SNOW)	0.1	$408k		1.8k	225.55	View chart
Tyler Technologies (TYL)	0.1	$408k	-25%	779.00	523.16	View chart
Block Cl A (XYZ)	0.1	$402k		5.6k	72.27	View chart
HEICO Corporation (HEI)	0.1	$400k		1.2k	322.94	View chart
Ford Motor Company (F)	0.1	$398k		33k	11.96	View chart
Williams Companies (WMB)	0.1	$393k		6.2k	63.35	View chart
Bristol Myers Squibb (BMY)	0.1	$390k		8.7k	45.10	View chart
Strategy Cl A New (MSTR)	0.1	$386k	-4%	1.2k	322.21	View chart
Meta Platforms Cl A (META)	0.1	$380k	NEW	518.00	734.38	View chart
Franklin Templeton (FTF)	0.1	$378k	+6%	59k	6.37	View chart
Servicenow (NOW)	0.1	$369k		401.00	920.28	View chart
Corning Incorporated (GLW)	0.1	$365k	NEW	4.5k	82.03	View chart
Apollo Global Mgmt (APO)	0.1	$361k		2.7k	133.27	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.1	$361k		5.6k	65.04	View chart
Intuit (INTU)	0.1	$357k		523.00	682.91	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$350k	NEW	11k	31.51	View chart
Merck & Co (MRK)	0.1	$348k		4.1k	84.74	View chart
Broadcom (AVGO)	0.1	$341k	NEW	1.0k	329.91	View chart
Molson Coors Beverage CL B (TAP)	0.1	$339k		7.5k	45.25	View chart
Enbridge (ENB)	0.1	$332k		6.6k	50.46	View chart
Bank of America Corporation (BAC)	0.1	$317k		6.1k	51.59	View chart
Waste Management (WM)	0.1	$315k		1.4k	220.83	View chart
Wal-Mart Stores (WMT)	0.1	$310k		3.0k	103.06	View chart
Datadog Cl A Com (DDOG)	0.1	$306k		2.1k	142.40	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$292k		624.00	468.41	View chart
MetLife (MET)	0.1	$286k		3.5k	82.37	View chart
Warner Music Group Corp Com Cl A (WMG)	0.1	$283k		8.3k	34.06	View chart
Paychex (PAYX)	0.1	$282k		2.2k	126.76	View chart
Ellington Financial Inc ellington financ (EFC)	0.1	$278k		21k	13.11	View chart
Enterprise Products Partners (EPD)	0.1	$271k		8.7k	31.27	View chart
Applied Materials (AMAT)	0.1	$257k	NEW	1.3k	204.74	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$257k	NEW	9.5k	26.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$255k		416.00	613.83	View chart
John Hancock Tax-Advantage Dvd Incom (HTD)	0.1	$251k		10k	24.80	View chart
Avery Dennison Corporation (AVY)	0.1	$250k	-9%	1.5k	162.17	View chart
Lightbridge Corporation (LTBR)	0.1	$247k		12k	21.21	View chart
Global X Fds Global X Uranium (URA)	0.1	$241k		5.1k	47.67	View chart
Wells Fargo & Company (WFC)	0.1	$236k		2.8k	83.82	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$222k		4.3k	51.09	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.1	$221k		2.2k	101.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$213k	NEW	598.00	355.47	View chart
Texas Instruments Incorporated (TXN)	0.1	$210k	NEW	1.1k	183.73	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$209k	NEW	3.1k	67.07	View chart
Rivernorth Doubleline Strate (OPP)	0.1	$209k	+11%	24k	8.53	View chart
Cleanspark Com New (CLSK)	0.1	$208k		14k	14.50	View chart
Verizon Communications (VZ)	0.1	$207k		4.7k	43.95	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$202k		2.5k	79.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$200k	-16%	298.00	669.30	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$191k	-22%	5.4k	35.43	View chart
Sharplink Gaming Com New (SBET)	0.1	$183k	NEW	11k	17.01	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$182k		973.00	187.43	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$171k		1.5k	111.22	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.1	$162k		13k	12.64	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$155k		13k	12.37	View chart
Uranium Energy (UEC)	0.1	$154k	+2%	12k	13.34	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$153k		1.8k	84.11	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$145k		620.00	233.78	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.0	$123k		100.00	1234.29	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$120k		1.1k	111.51	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$96k		12k	8.27	View chart
Vaneck Etf Trust Israel Etf (ISRA)	0.0	$96k		1.8k	54.59	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$86k		1.7k	49.39	View chart
Whitehorse Finance (WHF)	0.0	$81k		11k	7.30	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$81k		2.0k	41.13	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$70k		227.00	309.06	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$60k		1.4k	41.75	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$59k		533.00	110.59	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$59k	+53%	180.00	326.36	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$57k	-42%	12k	4.88	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$57k		400.00	141.50	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.0	$54k	+73%	1.9k	28.28	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$54k		790.00	67.85	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$48k		501.00	96.46	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$43k	+162%	659.00	65.56	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.0	$26k		20.00	1280.00	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.0	$21k		788.00	26.95	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$5.8k		40.00	144.38	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$73.000000		1.00	73.00	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$0	NEW	0	0.00	View chart

Past Filings by Powell Investment Advisors

SEC 13F filings are viewable for Powell Investment Advisors going back to 2019

Powell Investment Advisors 2025 Q3 filed Nov. 13, 2025
Powell Investment Advisors 2025 Q2 filed July 22, 2025
Powell Investment Advisors 2025 Q1 filed May 9, 2025
Powell Investment Advisors 2024 Q4 filed Jan. 29, 2025
Powell Investment Advisors 2024 Q3 filed Nov. 1, 2024
Powell Investment Advisors 2024 Q2 filed July 31, 2024
Powell Investment Advisors 2024 Q1 filed April 16, 2024
Powell Investment Advisors 2023 Q4 filed Feb. 1, 2024
Powell Investment Advisors 2023 Q3 filed Oct. 16, 2023
Powell Investment Advisors 2023 Q2 filed Aug. 3, 2023
Powell Investment Advisors 2023 Q1 filed May 10, 2023
Powell Investment Advisors 2022 Q4 filed Feb. 14, 2023
Powell Investment Advisors 2022 Q3 filed Nov. 14, 2022
Powell Investment Advisors 2022 Q2 filed Aug. 2, 2022
Powell Investment Advisors 2022 Q1 filed May 9, 2022
Powell Investment Advisors 2021 Q4 filed Jan. 14, 2022

View all past filings

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