Powell Investment Advisors

Powell Investment Advisors as of March 31, 2025

Portfolio Holdings for Powell Investment Advisors

Powell Investment Advisors holds 145 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Val Etf (IVE) 14.2 $29M 151k 190.58
Ishares Tr S&p 500 Grwt Etf (IVW) 12.4 $25M 271k 92.83
Ishares Tr Rus 2000 Val Etf (IWN) 7.2 $15M 97k 150.98
Ishares Tr Rus 2000 Grw Etf (IWO) 6.3 $13M 51k 255.53
Ishares Tr Select Divid Etf (DVY) 6.2 $13M 94k 134.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.7 $12M 25k 469.64
Ishares Tr Rus Mdcp Val Etf (IWS) 3.2 $6.5M 51k 125.97
Ishares Tr Rus Md Cp Gr Etf (IWP) 3.0 $6.1M 52k 117.49
Ishares Tr Msci Eafe Etf (EFA) 2.9 $5.9M 72k 81.73
NVIDIA Corporation (NVDA) 2.5 $5.0M 47k 108.39
Tesla Motors (TSLA) 1.7 $3.5M 14k 259.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.6M 4.8k 532.58
Goldman Sachs (GS) 1.2 $2.5M 4.5k 546.30
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 1.2 $2.3M 31k 76.62
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $2.2M 48k 45.26
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.8M 4.9k 370.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.8M 3.2k 561.14
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $1.8M 57k 30.73
JPMorgan Chase & Co. (JPM) 0.9 $1.7M 7.1k 245.30
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $1.6M 20k 78.94
Allison Transmission Hldngs I (ALSN) 0.7 $1.5M 15k 95.67
Microsoft Corporation (MSFT) 0.7 $1.4M 3.8k 375.36
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.7 $1.4M 26k 52.41
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.2M 6.0k 199.49
Alps Etf Tr Alerian Mlp (AMLP) 0.6 $1.2M 23k 51.94
International Business Machines (IBM) 0.6 $1.1M 4.6k 248.68
Cheniere Energy Partners Com Unit (CQP) 0.6 $1.1M 17k 66.04
Select Sector Spdr Tr Energy (XLE) 0.5 $1.1M 11k 93.45
Vaneck Etf Trust Preferred Securt (PFXF) 0.5 $975k 58k 16.76
Sonoco Products Company (SON) 0.5 $952k 20k 47.24
Blackstone Group Inc Com Cl A (BX) 0.4 $915k 6.5k 139.78
Select Sector Spdr Tr Financial (XLF) 0.4 $901k 18k 49.81
Southern Copper Corporation (SCCO) 0.4 $883k 9.4k 93.46
Global X Fds Us Infr Dev Etf (PAVE) 0.4 $851k 23k 37.73
Ishares Tr Global 100 Etf (IOO) 0.4 $847k 8.8k 96.29
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $836k 18k 46.81
Alphabet Cap Stk Cl A (GOOGL) 0.4 $826k 5.3k 154.64
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $806k 10k 78.85
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $800k 8.0k 100.62
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $798k 1.00 798442.00
Sea Sponsord Ads (SE) 0.4 $788k 6.0k 130.49
Consolidated Edison (ED) 0.4 $738k 6.7k 110.59
American Electric Power Company (AEP) 0.4 $733k 6.7k 109.27
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.4 $730k 5.6k 129.47
General Mills (GIS) 0.4 $717k 12k 59.79
Tyler Technologies (TYL) 0.3 $709k 1.2k 581.39
Blackrock (BLK) 0.3 $670k 708.00 946.48
Cisco Systems (CSCO) 0.3 $670k 11k 61.71
Nano Nuclear Energy (NNE) 0.3 $640k 24k 26.46
Lennar Corp Cl A (LEN) 0.3 $619k 5.4k 114.78
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $605k 5.8k 104.57
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.3 $589k 12k 47.76
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $582k 10k 58.35
Marsh & McLennan Companies (MMC) 0.3 $576k 2.4k 244.03
Philip Morris International (PM) 0.3 $574k 3.6k 160.08
Eli Lilly & Co. (LLY) 0.3 $564k 683.00 825.91
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $528k 3.6k 146.01
Bristol Myers Squibb (BMY) 0.3 $528k 8.7k 60.99
Morgan Stanley Com New (MS) 0.3 $524k 4.5k 116.67
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $516k 2.1k 244.64
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $512k 4.7k 110.08
Lamar Advertising Cl A (LAMR) 0.2 $505k 4.4k 113.78
Nextera Energy (NEE) 0.2 $502k 7.1k 70.89
McDonald's Corporation (MCD) 0.2 $498k 1.6k 312.37
At&t (T) 0.2 $493k 17k 28.28
Molson Coors Beverage CL B (TAP) 0.2 $466k 7.7k 60.87
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $428k 9.8k 43.70
Uber Technologies (UBER) 0.2 $392k 5.4k 72.86
Apollo Global Mgmt (APO) 0.2 $382k 2.8k 136.94
Spdr Ser Tr Aerospace Def (XAR) 0.2 $379k 2.4k 160.69
Johnson & Johnson (JNJ) 0.2 $379k 2.3k 165.84
Merck & Co (MRK) 0.2 $372k 4.1k 90.57
Williams Companies (WMB) 0.2 $371k 6.2k 59.76
Netflix (NFLX) 0.2 $367k 393.00 932.53
Alphabet Cap Stk Cl C (GOOG) 0.2 $362k 2.3k 156.23
Franklin Templeton (FTF) 0.2 $360k 56k 6.46
Cloudflare Cl A Com (NET) 0.2 $347k 3.1k 112.69
Microstrategy Cl A New (MSTR) 0.2 $346k 1.2k 288.27
Paychex (PAYX) 0.2 $344k 2.2k 154.28
Ford Motor Company (F) 0.2 $333k 33k 10.03
HEICO Corporation (HEI) 0.2 $331k 1.2k 267.19
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $331k 2.5k 132.23
Waste Management (WM) 0.2 $330k 1.4k 231.51
Lockheed Martin Corporation (LMT) 0.2 $329k 737.00 446.71
Intuit (INTU) 0.2 $321k 523.00 613.99
Servicenow (NOW) 0.2 $319k 401.00 796.14
Ishares Tr U.s. Tech Etf (IYW) 0.1 $292k 2.1k 140.42
Enbridge (ENB) 0.1 $292k 6.6k 44.31
Enterprise Products Partners (EPD) 0.1 $287k 8.4k 34.14
Ellington Financial Inc ellington financ (EFC) 0.1 $284k 21k 13.39
Ishares Tr Us Aer Def Etf (ITA) 0.1 $283k 1.8k 153.10
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $280k 5.8k 48.45
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $280k 3.4k 81.76
MetLife (MET) 0.1 $279k 3.5k 80.29
Spdr Ser Tr S&p Biotech (XBI) 0.1 $271k 3.3k 81.10
Wal-Mart Stores (WMT) 0.1 $265k 3.0k 88.03
Warner Music Group Corp Com Cl A (WMG) 0.1 $257k 8.2k 31.35
Bank of America Corporation (BAC) 0.1 $256k 6.1k 41.73
Atlassian Corporation Cl A (TEAM) 0.1 $253k 1.2k 212.21
Lam Research Corp Com New (LRCX) 0.1 $252k 3.5k 72.93
John Hancock Tax-Advantage Dvd Incom (HTD) 0.1 $242k 10k 23.93
Ishares Tr China Lg-cap Etf (FXI) 0.1 $229k 6.4k 35.84
Snowflake Cl A (SNOW) 0.1 $228k 1.6k 146.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $225k 624.00 361.09
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $221k 4.3k 51.05
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.1 $214k 2.2k 97.82
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) 0.1 $212k 5.6k 38.13
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $211k 1.9k 108.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $211k 410.00 513.52
Verizon Communications (VZ) 0.1 $210k 4.6k 45.36
Datadog Cl A Com (DDOG) 0.1 $203k 2.0k 99.21
Wells Fargo & Company (WFC) 0.1 $202k 2.8k 71.79
Ishares Tr Core S&p500 Etf (IVV) 0.1 $202k 359.00 561.90
Coca-Cola Company (KO) 0.1 $201k 2.8k 72.13
Charter Communications Inc N Cl A (CHTR) 0.1 $201k 544.00 368.53
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $200k 2.7k 73.27
Rivernorth Doubleline Strate (OPP) 0.1 $177k 21k 8.58
Ishares Tr Tips Bd Etf (TIP) 0.1 $171k 1.5k 111.09
Nuveen Insd Dividend Advantage (NVG) 0.1 $155k 13k 12.46
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $154k 5.4k 28.46
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.1 $152k 12k 12.31
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.1 $120k 100.00 1200.80
Global X Fds Global X Uranium (URA) 0.1 $116k 5.1k 22.92
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.1 $116k 620.00 186.36
Whitehorse Finance (WHF) 0.1 $111k 11k 10.04
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $93k 12k 8.03
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $92k 1.7k 52.80
Lightbridge Corporation (LTBR) 0.0 $87k 12k 7.46
Rocket Pharmaceuticals (RCKT) 0.0 $83k 13k 6.67
Vaneck Etf Trust Israel Etf (ISRA) 0.0 $74k 1.8k 42.18
Quantumscape Corp Com Cl A (QS) 0.0 $73k 17k 4.16
Ishares Tr Global Energ Etf (IXC) 0.0 $59k 1.4k 42.07
Vanguard Index Fds Large Cap Etf (VV) 0.0 $58k 227.00 257.17
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $52k 533.00 97.48
Uranium Energy (UEC) 0.0 $51k 11k 4.78
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $50k 400.00 124.50
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $48k 501.00 95.37
Ishares Tr Eafe Value Etf (EFV) 0.0 $46k 773.00 58.95
Shineco Com New (SISI) 0.0 $25k 28k 0.90
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $25k 117.00 211.47
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.0 $25k 20.00 1234.55
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.0 $22k 788.00 27.26
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $14k 177.00 78.75
Select Sector Spdr Tr Technology (XLK) 0.0 $10k 50.00 206.84
Ishares Tr Ishares Biotech (IBB) 0.0 $5.1k 40.00 127.90