Powell Investment Advisors, LLC Top Holdings and 13F Report (2025) About Powell Investment Advisors, LLCInvestment ActivityPowell Investment Advisors, LLC has $215.94 million in total holdings as of December 31, 2024.Powell Investment Advisors, LLC owns shares of 157 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 3.45% of the portfolio was purchased this quarter.About 4.12% of the portfolio was sold this quarter.This quarter, Powell Investment Advisors, LLC has purchased 150 new stocks and bought additional shares in 47 stocks.Powell Investment Advisors, LLC sold shares of 14 stocks and completely divested from 14 stocks this quarter.Largest Holdings iShares S&P 500 Value ETF $27,292,170iShares S&P 500 Growth ETF $26,498,558iShares Russell 2000 Value ETF $15,346,081iShares Russell 2000 Growth ETF $13,516,892iShares Select Dividend ETF $12,198,845 Largest New Holdings this Quarter ProShares UltraShort S&P500 $914,950 HoldingBLACKROCK INC $725,778 HoldingNANO NUCLEAR ENERGY INC $602,036 HoldingPROSHARES TR $501,950 HoldingAtlassian $289,622 Holding Largest Purchases this Quarter ProShares UltraShort S&P500 46,515 shares (about $914.95K)BLACKROCK INC 708 shares (about $725.78K)NANO NUCLEAR ENERGY INC 24,183 shares (about $602.04K)PROSHARES TR 11,295 shares (about $501.95K)Health Care Select Sector SPDR Fund 3,351 shares (about $461.00K) Largest Sales this Quarter Global X U.S. Infrastructure Development ETF 4,586 shares (about $185.96K)Vanguard Short-Term Corporate Bond ETF 1,842 shares (about $143.69K)Xeris Biopharma 25,610 shares (about $86.82K)Molson Coors Beverage 918 shares (about $52.62K)SPDR S&P 500 ETF Trust 73 shares (about $42.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPowell Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVEiShares S&P 500 Value ETF$27,292,170$46,956 ▲0.2%142,98112.6%ETFIVWiShares S&P 500 Growth ETF$26,498,558$125,288 ▲0.5%260,99212.3%ETFIWNiShares Russell 2000 Value ETF$15,346,081$283,685 ▲1.9%93,4777.1%ETFIWOiShares Russell 2000 Growth ETF$13,516,892$274,580 ▲2.1%46,9636.3%ETFDVYiShares Select Dividend ETF$12,198,845$47,658 ▲0.4%92,9155.6%ETFQQQInvesco QQQ$11,093,469$43,454 ▲0.4%21,7005.1%FinanceEFAiShares MSCI EAFE ETF$6,804,198$12,551 ▼-0.2%89,9913.2%FinanceAMZNAmazon.com$6,791,2170.0%30,9553.1%Retail/WholesaleIWSiShares Russell Mid-Cap Value ETF$6,405,842$68,938 ▲1.1%49,5273.0%ETFIWPiShares Russell Mid-Cap Growth ETF$6,301,939$10,267 ▲0.2%49,7192.9%ETFAAPLApple$3,729,108$250 ▲0.0%14,8911.7%Computer and TechnologyGSThe Goldman Sachs Group$2,583,515$13,742 ▲0.5%4,5121.2%FinanceVWOVanguard FTSE Emerging Markets ETF$2,542,873$5,285 ▼-0.2%57,7401.2%ETFNVDANVIDIA$2,453,755$248,169 ▲11.3%18,2721.1%Computer and TechnologyTSLATesla$2,209,005$60,576 ▲2.8%5,4701.0%Auto/Tires/TrucksBRK.BBerkshire Hathaway$2,176,1970.0%4,8011.0%FinanceCWBSPDR Bloomberg Convertible Securities ETF$2,129,930$32,169 ▼-1.5%27,3451.0%ETFVUGVanguard Growth ETF$2,016,445$821 ▲0.0%4,9130.9%ETFSPYSPDR S&P 500 ETF Trust$1,814,843$42,931 ▼-2.3%3,0860.8%FinancePFFiShares Preferred and Income Securities ETF$1,743,431$20,907 ▼-1.2%55,4530.8%ETFJPMJPMorgan Chase & Co.$1,707,2150.0%7,1220.8%FinanceALSNAllison Transmission$1,669,419$15,885 ▼-0.9%15,4490.8%Auto/Tires/TrucksVCSHVanguard Short-Term Corporate Bond ETF$1,589,814$143,692 ▼-8.3%20,3800.7%ETFBNBrookfield$1,496,2280.0%26,0440.7%FinanceMSFTMicrosoft$1,483,127$421 ▲0.0%3,5190.7%Computer and TechnologyIWMiShares Russell 2000 ETF$1,205,113$1,326 ▲0.1%5,4540.6%FinanceBXBlackstone$1,128,3160.0%6,5440.5%FinanceIOOiShares Global 100 ETF$1,117,751$4,535 ▲0.4%11,0920.5%ETFAMLPAlerian MLP ETF$1,081,044$2,023 ▲0.2%22,4470.5%ETFPAVEGlobal X U.S. Infrastructure Development ETF$1,063,729$185,959 ▼-14.9%26,2330.5%ETFGOOGLAlphabet$1,009,7260.0%5,3340.5%Computer and TechnologyIBMInternational Business Machines$1,006,022$440 ▲0.0%4,5760.5%Computer and TechnologyPFXFVanEck Preferred Securities ex Financials ETF$1,002,742$2,070 ▲0.2%58,1300.5%ETFSONSonoco Products$976,564$7,474 ▲0.8%19,9910.5%Industrial ProductsXLEEnergy Select Sector SPDR Fund$957,956$96,370 ▲11.2%11,1830.4%ETFSDSProShares UltraShort S&P500$914,950$914,950 ▲New Holding46,5150.4%ETFCHENIERE ENERGY PARTNERS LP$893,470$13,705 ▲1.6%16,8200.4%COM UNITHDHome Depot$879,1170.0%2,2600.4%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$872,994$99,126 ▲12.8%18,0630.4%ETFSCCOSouthern Copper$854,799$5,194 ▲0.6%9,3800.4%Basic MaterialsMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$811,058$16,622 ▼-2.0%8,0510.4%ETFISHARES BITCOIN TRUST ETF$803,920$355,913 ▲79.4%15,1540.4%SHS BEN INTXLUUtilities Select Sector SPDR Fund$773,1730.0%10,2150.4%ETFGISGeneral Mills$759,625$4,591 ▲0.6%11,9120.4%Consumer StaplesTYLTyler Technologies$754,8220.0%1,3090.3%Computer and TechnologyLENLennar$735,3070.0%5,3920.3%ConstructionBLACKROCK INC$725,778$725,778 ▲New Holding7080.3%COMXOMExxon Mobil$678,0140.0%6,3030.3%Oils/EnergyFRANKLIN TEMPLETON DIGITAL H$667,994$66,604 ▲11.1%12,3360.3%BITCOIN ETF SHSGILDGilead Sciences$650,2850.0%7,0400.3%MedicalCSCOCisco Systems$642,7340.0%10,8570.3%Computer and TechnologySESEA$640,7380.0%6,0390.3%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$639,4790.0%5,5520.3%ETFAEPAmerican Electric Power$618,7710.0%6,7090.3%UtilitiesCCitigroup$607,3250.0%8,6280.3%FinanceNANO NUCLEAR ENERGY INC$602,036$602,036 ▲New Holding24,1830.3%COMEDConsolidated Edison$595,2530.0%6,6710.3%UtilitiesMSMorgan Stanley$560,697$3,772 ▲0.7%4,4600.3%FinanceIJRiShares Core S&P Small-Cap ETF$555,535$5,415 ▲1.0%4,8220.3%ETFLAMRLamar Advertising$540,2820.0%4,4380.3%FinanceVOTVanguard Mid-Cap Growth ETF$535,1590.0%2,1090.2%ETFGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$530,114$3,953 ▼-0.7%4,8280.2%ETFLLYEli Lilly and Company$527,2760.0%6830.2%MedicalNEENextEra Energy$525,4880.0%7,3300.2%UtilitiesPROSHARES TR$501,950$501,950 ▲New Holding11,2950.2%ULTRASHORT RUSSEMMCMarsh & McLennan Companies$501,0750.0%2,3590.2%FinanceIJHiShares Core S&P Mid-Cap ETF$499,671$1,807 ▲0.4%8,0190.2%ETFXLVHealth Care Select Sector SPDR Fund$497,316$460,997 ▲1,269.3%3,6150.2%ETFBMYBristol-Myers Squibb$489,4140.0%8,6530.2%MedicalGOOGAlphabet$486,193$45,325 ▲10.3%2,5530.2%Computer and TechnologyMCDMcDonald's$462,3750.0%1,5950.2%Retail/WholesaleAPOApollo Global Management$460,9620.0%2,7910.2%FinanceTAPMolson Coors Beverage$438,670$52,620 ▼-10.7%7,6530.2%Consumer StaplesPMPhilip Morris International$436,5380.0%3,5870.2%Consumer StaplesNOWServiceNow$425,1080.0%4010.2%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$423,840$5,562 ▲1.3%10,1350.2%FinanceMRKMerck & Co., Inc.$412,0920.0%4,1090.2%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$402,9550.0%5,0200.2%ETFTAT&T$393,566$3,825 ▲1.0%17,2840.2%Computer and TechnologyXARSPDR S&P Aerospace & Defense ETF$391,335$101,150 ▲34.9%2,3600.2%ETFSHOPShopify$386,5100.0%3,6350.2%Computer and TechnologyFTFFranklin Limited Duration Income Trust$367,619$60,518 ▲19.7%55,4480.2%Financial ServicesLMTLockheed Martin$358,1380.0%7370.2%AerospaceNFLXNetflix$350,2890.0%3930.2%Consumer DiscretionaryWMBWilliams Companies$335,6520.0%6,2020.2%Oils/EnergyNETCloudflare$331,9770.0%3,0830.2%Computer and TechnologyJNJJohnson & Johnson$330,1670.0%2,2830.2%MedicalINTUIntuit$328,7060.0%5230.2%Computer and TechnologyFFord Motor$324,123$28,185 ▼-8.0%32,7400.2%Auto/Tires/TrucksBAMBrookfield Asset Management$322,7010.0%5,9550.1%FinanceAVYAvery Dennison$318,8700.0%1,7040.1%Industrial ProductsPAYXPaychex$312,4100.0%2,2280.1%Business ServicesHEIHEICO$294,5600.0%1,2390.1%AerospaceXBISPDR S&P Biotech ETF$294,4960.0%3,2700.1%ETFDDOGDatadog$292,6390.0%2,0480.1%Computer and TechnologyIYWiShares U.S. Technology ETF$291,1600.0%1,8250.1%ManufacturingTEAMAtlassian$289,622$289,622 ▲New Holding1,1900.1%Computer and TechnologyUBERUber Technologies$288,0280.0%4,7750.1%Computer and TechnologyWMWaste Management$287,9540.0%1,4270.1%Business ServicesMETMetLife$284,2870.0%3,4720.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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