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Powell Industries shares owned by Wealth Management Associates

Quarter-by-quarter ownership of Powell Industries (POWL) shares owned by Wealth Management Associates from 13F filings

Historical chart of Wealth Management Associates investment in Powell Industries

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All positions including Powell Industries held by Wealth Management Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Powell Industries by Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2025-03-31 $420k 2.5k 170.33

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Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
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Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Ishares Tr Select Divid Etf (DVY)
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Spdr Gold Tr Gold Shs (GLD)
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First Tr Exchange Traded Nasd Tech Div (TDIV)
Alphabet Cap Stk Cl A (GOOGL)
Kinder Morgan (KMI)

View all positions for Wealth Management Associates

Top funds holding Powell Industries

Kovitz Investment Group Partners
BlackRock
Vanguard Group
First Trust Advisors
Dimensional Fund Advisors
State Street Corporation
Invesco
Susquehanna International
Fisher Investments
Voss Capital
Geode Capital Management
Jennifer Ranahan
Federated Investors
Portolan Capital Management
Jane Street

View all funds holding Powell Industries