Powell Investment Advisors, LLC Top Holdings and 13F Report (2025) About Powell Investment Advisors, LLCInvestment ActivityPowell Investment Advisors, LLC has $266.58 million in total holdings as of June 30, 2025.Powell Investment Advisors, LLC owns shares of 167 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 17.39% of the portfolio was purchased this quarter.About 1.39% of the portfolio was sold this quarter.This quarter, Powell Investment Advisors, LLC has purchased 145 new stocks and bought additional shares in 57 stocks.Powell Investment Advisors, LLC sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $32,230,952iShares S&P 500 Value ETF $31,338,445iShares Russell 2000 Value ETF $18,159,675iShares Russell 2000 Growth ETF $17,683,389Invesco QQQ $17,134,186 Largest New Holdings this Quarter 023135106 - Amazon.com $8,635,190 Holding037833100 - Apple $2,956,200 Holding316188309 - Fidelity Total Bond ETF $2,820,121 Holding166764100 - Chevron $1,345,556 Holding21037T109 - Constellation Energy $1,065,108 Holding Largest Purchases this Quarter Amazon.com 39,360 shares (about $8.64M)Invesco QQQ 6,464 shares (about $3.57M)iShares Russell 2000 Growth ETF 11,310 shares (about $3.23M)Apple 14,409 shares (about $2.96M)Fidelity Total Bond ETF 61,406 shares (about $2.82M) Largest Sales this Quarter NVIDIA 13,153 shares (about $2.08M)iShares China Large-Cap ETF 4,417 shares (about $162.34K)Vanguard Intermediate-Term Corporate Bond ETF 1,600 shares (about $132.67K)Tyler Technologies 170 shares (about $100.78K)iShares iBoxx $ Investment Grade Corporate Bond ETF 881 shares (about $96.60K) 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 PortfolioSectorIVWiShares S&P 500 Growth ETF$32,230,952$2,357,788 ▲7.9%292,74312.1%ETFIVEiShares S&P 500 Value ETF$31,338,445$1,748,223 ▲5.9%160,36511.8%ETFIWNiShares Russell 2000 Value ETF$18,159,675$2,812,715 ▲18.3%115,1096.8%ETFIWOiShares Russell 2000 Growth ETF$17,683,389$3,233,093 ▲22.4%61,8606.6%ETFQQQInvesco QQQ$17,134,186$3,569,645 ▲26.3%31,0276.4%FinanceDVYiShares Select Dividend ETF$12,621,369$158,576 ▲1.3%95,0334.7%ETFAMZNAmazon.com$8,635,190$8,635,190 ▲New Holding39,3603.2%Retail/WholesaleIWPiShares Russell Mid-Cap Growth ETF$7,498,961$257,389 ▲3.6%54,0742.8%ETFIWSiShares Russell Mid-Cap Value ETF$7,047,711$262,299 ▲3.9%53,3352.6%ETFEFAiShares MSCI EAFE ETF$6,527,964$60,875 ▲0.9%73,0282.4%FinanceTSLATesla$6,055,870$1,713,458 ▲39.5%19,0642.3%Auto/Tires/TrucksNVDANVIDIA$5,262,610$2,078,153 ▼-28.3%33,3082.0%Computer and TechnologyGSThe Goldman Sachs Group$4,605,009$1,394,878 ▲43.5%6,5071.7%FinanceIOOiShares Global 100 ETF$3,165,755$2,217,452 ▲233.8%29,3641.2%ETFAAPLApple$2,956,200$2,956,200 ▲New Holding14,4091.1%Computer and TechnologyJPMJPMorgan Chase & Co.$2,856,483$791,744 ▲38.3%9,8531.1%FinanceFBNDFidelity Total Bond ETF$2,820,121$2,820,121 ▲New Holding61,4061.1%ETFBRK.BBerkshire Hathaway$2,576,524$244,342 ▲10.5%5,3041.0%FinanceCWBSPDR Bloomberg Convertible Securities ETF$2,525,622$7,522 ▼-0.3%30,5540.9%ETFVWOVanguard FTSE Emerging Markets ETF$2,358,687$4,352 ▲0.2%47,6890.9%ETFVUGVanguard Growth ETF$2,157,1640.0%4,9150.8%ETFSPYSPDR S&P 500 ETF Trust$2,062,187$63,824 ▲3.2%3,3280.8%FinanceMSFTMicrosoft$2,017,263$109,915 ▲5.8%4,0560.8%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$1,756,026$3,866 ▼-0.2%57,2370.7%ETFIWMiShares Russell 2000 ETF$1,692,749$401,175 ▲31.1%7,8440.6%FinanceBNBrookfield$1,589,792$21,029 ▼-1.3%25,7040.6%FinanceVCSHVanguard Short-Term Corporate Bond ETF$1,517,258$68,450 ▼-4.3%19,0850.6%ETFALSNAllison Transmission$1,464,6510.0%15,4190.5%Auto/Tires/TrucksIBMInternational Business Machines$1,350,145$590 ▲0.0%4,5800.5%Computer and TechnologyCVXChevron$1,345,556$1,345,556 ▲New Holding9,3970.5%EnergyNANO NUCLEAR ENERGY INC$1,331,797$497,725 ▲59.7%38,6140.5%COMISHARES BITCOIN TRUST ETF$1,212,876$119,482 ▲10.9%19,8150.5%SHS BEN INTAMLPAlerian MLP ETF$1,100,871$2,150 ▲0.2%22,5310.4%ETFCEGConstellation Energy$1,065,108$1,065,108 ▲New Holding3,3000.4%EnergyKOCocaCola$1,018,300$819,557 ▲412.4%14,2900.4%Consumer StaplesBXBlackstone$978,8520.0%6,5440.4%FinanceCHENIERE ENERGY PARTNERS LP$967,961$12,891 ▲1.3%17,2700.4%COM UNITSESEA$965,8780.0%6,0390.4%Computer and TechnologySCCOSouthern Copper$965,263$9,409 ▲1.0%9,5410.4%Basic MaterialsXLEEnergy Select Sector SPDR Fund$958,381$5,258 ▲0.6%11,3000.4%ETFPAVEGlobal X U.S. Infrastructure Development ETF$953,818$31,064 ▼-3.2%21,8310.4%ETFXLFFinancial Select Sector SPDR Fund$948,616$1,309 ▲0.1%18,1140.4%ETFGOOGLAlphabet$936,486$4,934 ▼-0.5%5,3140.4%Computer and TechnologyPFXFVanEck Preferred Securities ex Financials ETF$911,537$84,025 ▼-8.4%53,2440.3%ETFSONSonoco Products$885,731$7,754 ▲0.9%20,3340.3%IndustrialsXLUUtilities Select Sector SPDR Fund$834,1570.0%10,2150.3%ETFHDHome Depot$828,606$828,606 ▲New Holding2,2600.3%Retail/WholesaleMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$788,697$10,858 ▼-1.4%7,8450.3%ETFGILDGilead Sciences$780,525$780,525 ▲New Holding7,0400.3%MedicalGLTRabrdn Physical Precious Metals Basket Shares ETF$779,0280.0%5,6390.3%ETFFRANKLIN TEMPLETON DIGITAL H$770,0130.0%12,3360.3%BITCOIN ETF SHSIJRiShares Core S&P Small-Cap ETF$761,693$129,517 ▲20.5%6,9690.3%ETFCSCOCisco Systems$753,2590.0%10,8570.3%Computer and TechnologyBLACKROCK INC$742,8690.0%7080.3%COMIJHiShares Core S&P Mid-Cap ETF$737,385$118,897 ▲19.2%11,8890.3%ETFCCitigroup$734,415$734,415 ▲New Holding8,6280.3%Financial ServicesBRK.ABerkshire Hathaway$728,8000.0%10.3%FinanceNETCloudflare$701,659$97,915 ▲16.2%3,5830.3%Computer and TechnologyAEPAmerican Electric Power$696,1260.0%6,7090.3%UtilitiesXOMExxon Mobil$679,463$679,463 ▲New Holding6,3030.3%EnergyEDConsolidated Edison$669,4350.0%6,6710.3%UtilitiesPMPhilip Morris International$658,1430.0%3,5870.2%Consumer StaplesMSMorgan Stanley$636,718$4,367 ▲0.7%4,5200.2%FinanceGISGeneral Mills$626,021$4,611 ▲0.7%12,0830.2%Consumer StaplesTYLTyler Technologies$621,889$100,783 ▼-13.9%1,0490.2%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$600,6780.0%2,1090.2%ETFLENLennar$596,4090.0%5,3920.2%ConstructionGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$564,6600.0%4,6520.2%ETFUBERUber Technologies$548,138$46,650 ▲9.3%5,8750.2%Computer and TechnologyLAMRLamar Advertising$538,5960.0%4,4380.2%FinanceLLYEli Lilly and Company$532,4190.0%6830.2%MedicalNFLXNetflix$526,2780.0%3930.2%Consumer DiscretionaryMMCMarsh & McLennan Companies$515,7720.0%2,3590.2%FinanceMSTRMicroStrategy$508,926$23,850 ▲4.9%1,2590.2%Computer and TechnologyTAT&T$508,781$4,051 ▲0.8%17,5810.2%Computer and TechnologyXARSPDR S&P Aerospace & Defense ETF$497,8180.0%2,3600.2%ETFNEENextEra Energy$491,4940.0%7,0800.2%UtilitiesEEMiShares MSCI Emerging Markets ETF$475,935$3,666 ▲0.8%9,8660.2%FinanceMCDMcDonald's$466,0110.0%1,5950.2%Retail/WholesaleSHOPShopify$426,218$426,218 ▲New Holding3,6950.2%Computer and TechnologyIYWiShares U.S. Technology ETF$413,156$53,031 ▲14.7%2,3840.2%ManufacturingNOWServiceNow$412,2600.0%4010.2%Computer and TechnologyINTUIntuit$411,9300.0%5230.2%Computer and TechnologyGOOGAlphabet$410,8350.0%2,3160.2%Computer and TechnologyHEIHeico$406,3920.0%1,2390.2%AerospaceSNOWSnowflake$404,576$55,942 ▲16.0%1,8080.2%Computer and TechnologyBABAAlibaba Group$403,935$115,410 ▲40.0%3,5000.2%Retail/WholesaleBMYBristol Myers Squibb$400,5470.0%8,6530.2%MedicalWMBWilliams Companies$389,5480.0%6,2020.1%EnergyAPOApollo Global Management$384,610$11,350 ▼-2.9%2,7110.1%FinanceBLOCK INC$377,895$377,895 ▲New Holding5,5630.1%CL AALCCAltC Acquisition$377,093$377,093 ▲New Holding6,7350.1%EnergyFFord Motor$360,633$749 ▲0.2%33,2380.1%Auto/Tires/TrucksTAPMolson Coors Beverage$360,146$7,887 ▼-2.1%7,4890.1%Consumer StaplesFTFFranklin Limited Duration Income Trust$359,403$1,765 ▲0.5%55,9820.1%Financial ServicesXBISPDR S&P Biotech ETF$352,038$74,637 ▲26.9%4,2450.1%ETFJNJJohnson & Johnson$348,7280.0%2,2830.1%MedicalITAiShares U.S. Aerospace & Defense ETF$348,0410.0%1,8450.1%ETFLMTLockheed Martin$341,3340.0%7370.1%AerospaceLAM RESEARCH CORP$337,5920.0%3,4600.1%COM NEWShowing 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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