Powell Investment Advisors, LLC Top Holdings and 13F Report (2025) About Powell Investment Advisors, LLCInvestment ActivityPowell Investment Advisors, LLC has $203.68 million in total holdings as of March 31, 2025.Powell Investment Advisors, LLC owns shares of 145 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 7.28% of the portfolio was purchased this quarter.About 9.60% of the portfolio was sold this quarter.This quarter, Powell Investment Advisors, LLC has purchased 157 new stocks and bought additional shares in 49 stocks.Powell Investment Advisors, LLC sold shares of 19 stocks and completely divested from 21 stocks this quarter.Largest Holdings iShares S&P 500 Value ETF $28,857,528iShares S&P 500 Growth ETF $25,187,338iShares Russell 2000 Value ETF $14,687,329iShares Russell 2000 Growth ETF $12,917,071iShares Select Dividend ETF $12,601,683 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $798,442 Holding594972408 - Strategy $345,924 Holding01609W102 - Alibaba Group $330,575 Holding92343V104 - Verizon Communications $209,892 Holding191216100 - Coca-Cola $201,172 Holding Largest Purchases this Quarter NVIDIA 28,189 shares (about $3.06M)Tesla 8,200 shares (about $2.13M)iShares S&P 500 Value ETF 8,438 shares (about $1.61M)Invesco QQQ 2,863 shares (about $1.34M)iShares S&P 500 Growth ETF 10,336 shares (about $959.49K) Largest Sales this Quarter iShares MSCI EAFE ETF 17,644 shares (about $1.44M)Vanguard FTSE Emerging Markets ETF 10,139 shares (about $458.90K)iShares Global 100 ETF 2,296 shares (about $221.08K)Global X U.S. Infrastructure Development ETF 3,691 shares (about $139.26K)Vanguard Intermediate-Term Corporate Bond ETF 1,600 shares (about $130.82K) 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$28,857,528$1,608,119 ▲5.9%151,41914.2%ETFIVWiShares S&P 500 Growth ETF$25,187,338$959,489 ▲4.0%271,32812.4%ETFIWNiShares Russell 2000 Value ETF$14,687,329$574,177 ▲4.1%97,2807.2%ETFIWOiShares Russell 2000 Growth ETF$12,917,071$916,588 ▲7.6%50,5506.3%ETFDVYiShares Select Dividend ETF$12,601,683$124,084 ▲1.0%93,8396.2%ETFQQQInvesco QQQ$11,535,740$1,344,576 ▲13.2%24,5635.7%FinanceIWSiShares Russell Mid-Cap Value ETF$6,468,550$229,643 ▲3.7%51,3503.2%ETFIWPiShares Russell Mid-Cap Growth ETF$6,135,039$293,605 ▲5.0%52,2183.0%ETFEFAiShares MSCI EAFE ETF$5,912,910$1,442,042 ▼-19.6%72,3472.9%FinanceNVDANVIDIA$5,035,912$3,055,408 ▲154.3%46,4612.5%Computer and TechnologyTSLATesla$3,542,717$2,125,112 ▲149.9%13,6701.7%Auto/Tires/TrucksBRK.BBerkshire Hathaway$2,556,9170.0%4,8011.3%FinanceGSThe Goldman Sachs Group$2,477,997$13,111 ▲0.5%4,5361.2%FinanceCWBSPDR Bloomberg Convertible Securities ETF$2,348,026$252,847 ▲12.1%30,6451.2%ETFVWOVanguard FTSE Emerging Markets ETF$2,154,441$458,895 ▼-17.6%47,6011.1%ETFVUGVanguard Growth ETF$1,822,537$742 ▲0.0%4,9150.9%ETFSPYSPDR S&P 500 ETF Trust$1,809,684$77,999 ▲4.5%3,2250.9%FinancePFFiShares Preferred and Income Securities ETF$1,762,769$58,694 ▲3.4%57,3630.9%ETFJPMJPMorgan Chase & Co.$1,747,0270.0%7,1220.9%FinanceVCSHVanguard Short-Term Corporate Bond ETF$1,574,511$34,259 ▼-2.1%19,9460.8%ETFALSNAllison Transmission$1,475,136$2,870 ▼-0.2%15,4190.7%Auto/Tires/TrucksMSFTMicrosoft$1,439,512$118,614 ▲9.0%3,8350.7%Computer and TechnologyBNBrookfield$1,364,9660.0%26,0440.7%FinanceIWMiShares Russell 2000 ETF$1,193,937$105,928 ▲9.7%5,9850.6%FinanceAMLPAlerian MLP ETF$1,167,976$2,078 ▲0.2%22,4870.6%ETFIBMInternational Business Machines$1,138,440$497 ▲0.0%4,5780.6%Computer and TechnologyCHENIERE ENERGY PARTNERS LP$1,125,289$14,528 ▲1.3%17,0400.6%COM UNITXLEEnergy Select Sector SPDR Fund$1,050,219$5,140 ▲0.5%11,2380.5%ETFPFXFVanEck Preferred Securities ex Financials ETF$974,632$369 ▲0.0%58,1520.5%ETFSONSonoco Products$952,149$7,794 ▲0.8%20,1560.5%IndustrialsBXBlackstone$914,7200.0%6,5440.4%FinanceXLFFinancial Select Sector SPDR Fund$901,015$1,295 ▲0.1%18,0890.4%ETFSCCOSouthern Copper$883,010$6,355 ▲0.7%9,4480.4%Basic MaterialsPAVEGlobal X U.S. Infrastructure Development ETF$850,514$139,262 ▼-14.1%22,5420.4%ETFIOOiShares Global 100 ETF$846,977$221,084 ▼-20.7%8,7960.4%ETFISHARES BITCOIN TRUST ETF$836,167$126,808 ▲17.9%17,8630.4%SHS BEN INTGOOGLAlphabet$826,087$1,237 ▲0.1%5,3420.4%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$805,4530.0%10,2150.4%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$800,231$9,861 ▼-1.2%7,9530.4%ETFBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.4%FinanceSESEA$788,0290.0%6,0390.4%Computer and TechnologyEDConsolidated Edison$737,7460.0%6,6710.4%UtilitiesAEPAmerican Electric Power$733,0920.0%6,7090.4%UtilitiesGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$730,081$105,000 ▲16.8%5,6390.4%ETFGISGeneral Mills$717,126$4,903 ▲0.7%11,9940.4%Consumer StaplesTYLTyler Technologies$708,714$52,325 ▼-6.9%1,2190.3%Computer and TechnologyBLACKROCK INC$670,1080.0%7080.3%COMCSCOCisco Systems$669,9850.0%10,8570.3%Computer and TechnologyNANO NUCLEAR ENERGY INC$639,8820.0%24,1830.3%COMLENLennar$618,8940.0%5,3920.3%ConstructionIJRiShares Core S&P Small-Cap ETF$604,853$100,600 ▲20.0%5,7840.3%ETFFRANKLIN TEMPLETON DIGITAL H$589,1670.0%12,3360.3%BITCOIN ETF SHSIJHiShares Core S&P Mid-Cap ETF$581,857$113,956 ▲24.4%9,9720.3%ETFMMCMarsh & McLennan Companies$575,6670.0%2,3590.3%FinancePMPhilip Morris International$574,2070.0%3,5870.3%Consumer StaplesLLYEli Lilly and Company$564,0970.0%6830.3%MedicalXLVHealth Care Select Sector SPDR Fund$527,8260.0%3,6150.3%ETFBMYBristol-Myers Squibb$527,7460.0%8,6530.3%MedicalMSMorgan Stanley$523,743$3,384 ▲0.7%4,4890.3%FinanceVOTVanguard Mid-Cap Growth ETF$515,9460.0%2,1090.3%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$512,092$99,072 ▼-16.2%4,6520.3%ETFLAMRLamar Advertising$504,9560.0%4,4380.2%FinanceNEENextEra Energy$501,901$17,722 ▼-3.4%7,0800.2%UtilitiesMCDMcDonald's$498,2300.0%1,5950.2%Retail/WholesaleTAT&T$493,236$4,440 ▲0.9%17,4410.2%Computer and TechnologyTAPMolson Coors Beverage$465,8380.0%7,6530.2%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$427,817$15,076 ▼-3.4%9,7900.2%FinanceUBERUber Technologies$391,623$43,716 ▲12.6%5,3750.2%Computer and TechnologyAPOApollo Global Management$382,2000.0%2,7910.2%FinanceXARSPDR S&P Aerospace & Defense ETF$379,2280.0%2,3600.2%ETFJNJJohnson & Johnson$378,6130.0%2,2830.2%MedicalMRKMerck & Co., Inc.$372,1520.0%4,1090.2%MedicalWMBWilliams Companies$370,6320.0%6,2020.2%EnergyNFLXNetflix$366,4840.0%3930.2%Consumer DiscretionaryGOOGAlphabet$361,829$37,027 ▼-9.3%2,3160.2%Computer and TechnologyFTFFranklin Limited Duration Income Trust$359,868$1,673 ▲0.5%55,7070.2%Financial ServicesNETCloudflare$347,4230.0%3,0830.2%Computer and TechnologyMSTRStrategy$345,924$345,924 ▲New Holding1,2000.2%Computer and TechnologyPAYXPaychex$343,7360.0%2,2280.2%Business ServicesFFord Motor$332,683$4,303 ▲1.3%33,1690.2%Auto/Tires/TrucksHEIHEICO$331,0480.0%1,2390.2%AerospaceBABAAlibaba Group$330,575$330,575 ▲New Holding2,5000.2%Retail/WholesaleWMWaste Management$330,3650.0%1,4270.2%Business ServicesLMTLockheed Martin$329,2250.0%7370.2%AerospaceINTUIntuit$321,1170.0%5230.2%Computer and TechnologyNOWServiceNow$319,2520.0%4010.2%Computer and TechnologyIYWiShares U.S. Technology ETF$291,801$35,527 ▲13.9%2,0780.1%ManufacturingENBEnbridge$291,7810.0%6,5850.1%EnergyEPDEnterprise Products Partners$286,596$4,506 ▲1.6%8,3950.1%EnergyEFCEllington Financial$284,2030.0%21,2250.1%FinanceITAiShares U.S. Aerospace & Defense ETF$282,4700.0%1,8450.1%ETFBAMBrookfield Asset Management$280,041$8,479 ▼-2.9%5,7800.1%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$279,619$130,816 ▼-31.9%3,4200.1%ETFMETMetLife$278,7670.0%3,4720.1%FinanceXBISPDR S&P Biotech ETF$271,280$6,083 ▲2.3%3,3450.1%ETFWMTWalmart$264,6030.0%3,0060.1%Retail/WholesaleWMGWarner Music Group$257,229$1,411 ▲0.6%8,2050.1%Consumer DiscretionaryBACBank of America$256,1390.0%6,1380.1%FinanceTEAMAtlassian$252,5300.0%1,1900.1%Computer and TechnologyLam Research Corp$252,3380.0%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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