The Analysis of Powell Investment Advisors, LLC's Holdings

Currently, Powell Investment Advisors, LLC holds 167 types of securities in its portfolio with a total value $286.0M. In the most recent quarter, they have increased their positions in LMT (+1.2K shares, valued at $594.1K), NVDA (+2.9K shares, valued at $537.4K), DB (+15.1K shares, valued at $534.7K); decreased their positions in TSLA (-6.6K shares, valued at $2.9M), IVE (-4.4K shares, valued at $901.4K), IWO (-1.2K shares, valued at $394.6K); initiated new positions in DB (+15.1K shares, valued at $534.7K), META (+518 shares, valued at $380.4K), GLW (+4.5K shares, valued at $365.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR290.4K shares-0.81%2025-09-302025-11-13

IVE ISHARES TR156.0K shares-2.72%2025-09-302025-11-13

IWN ISHARES TR114.0K shares-0.97%2025-09-302025-11-13

IWO ISHARES TR60.6K shares-1.99%2025-09-302025-11-13

QQQ INVESCO QQQ TR31.1K shares0.20%2025-09-302025-11-13

DVY ISHARES TR95.6K shares0.57%2025-09-302025-11-13

AMZN AMAZON COM INC37.9K shares-3.68%2025-09-302025-11-13

IWP ISHARES TR52.5K shares-2.88%2025-09-302025-11-13

Sponsored

IWS ISHARES TR52.8K shares-1.10%2025-09-302025-11-13

NVDA NVIDIA CORPORATION36.2K shares8.65%2025-09-302025-11-13

EFA ISHARES TR71.7K shares-1.84%2025-09-302025-11-13

TSLA TESLA INC12.5K shares-34.65%2025-09-302025-11-13

GS GOLDMAN SACHS GROUP INC6.5K shares0.34%2025-09-302025-11-13

IOO ISHARES TR29.3K shares-0.28%2025-09-302025-11-13

AAPL APPLE INC13.8K shares-4.52%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.9.9K shares0.00%2025-09-302025-11-13

Sponsored

FBND FIDELITY MERRIMACK STR TR59.9K shares-2.38%2025-09-302025-11-13

CWB SPDR SERIES TRUST30.5K shares-0.08%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL5.2K shares-2.81%2025-09-302025-11-13

VWO VANGUARD INTL EQUITY INDEX F47.1K shares-1.27%2025-09-302025-11-13

VUG VANGUARD INDEX FDS4.9K shares0.04%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TR3.3K shares-1.59%2025-09-302025-11-13

MSFT MICROSOFT CORP4.1K shares0.00%2025-09-302025-11-13

IWM ISHARES TR7.7K shares-1.64%2025-09-302025-11-13

Sponsored

PFF ISHARES TR55.0K shares-3.86%2025-09-302025-11-13

BN BROOKFIELD CORP24.2K shares-5.86%2025-09-302025-11-13

VCSH VANGUARD SCOTTSDALE FDS19.1K shares0.00%2025-09-302025-11-13

NNE NANO NUCLEAR ENERGY INC38.6K shares0.00%2025-09-302025-11-13

CVX CHEVRON CORP NEW9.4K shares0.28%2025-09-302025-11-13

IBIT ISHARES BITCOIN TRUST ETF20.4K shares2.81%2025-09-302025-11-13

IBM INTERNATIONAL BUSINESS MACHS4.6K shares0.04%2025-09-302025-11-13

GOOGL ALPHABET INC5.3K shares0.00%2025-09-302025-11-13

Sponsored

SCCO SOUTHERN COPPER CORP9.6K shares1.01%2025-09-302025-11-13

BX BLACKSTONE INC6.6K shares1.19%2025-09-302025-11-13

AMLP ALPS ETF TR23.7K shares5.37%2025-09-302025-11-13

CEG CONSTELLATION ENERGY CORP3.3K shares0.00%2025-09-302025-11-13

SE SEA LTD6.0K shares0.00%2025-09-302025-11-13

PAVE GLOBAL X FDS21.8K shares-0.37%2025-09-302025-11-13

ALSN ALLISON TRANSMISSION HLDGS I12.1K shares-21.66%2025-09-302025-11-13

XLE SELECT SECTOR SPDR TR11.4K shares0.54%2025-09-302025-11-13

Sponsored

XLF SELECT SECTOR SPDR TR18.1K shares0.13%2025-09-302025-11-13

LMT LOCKHEED MARTIN CORP1.9K shares161.47%2025-09-302025-11-13

PFXF VANECK ETF TRUST53.2K shares0.00%2025-09-302025-11-13

CQP CHENIERE ENERGY PARTNERS LP17.5K shares1.50%2025-09-302025-11-13

HD HOME DEPOT INC2.3K shares0.00%2025-09-302025-11-13

XLU SELECT SECTOR SPDR TR10.2K shares0.00%2025-09-302025-11-13

SON SONOCO PRODS CO20.5K shares0.89%2025-09-302025-11-13

C CITIGROUP INC8.6K shares0.00%2025-09-302025-11-13

Sponsored

GLTR ABRDN PRECIOUS METALS BASKET5.1K shares-10.32%2025-09-302025-11-13

IJR ISHARES TR7.0K shares0.37%2025-09-302025-11-13

BLK BLACKROCK INC708 shares0.00%2025-09-302025-11-13

EZBC FRANKLIN TEMPLETON DIGITAL H12.3K shares0.00%2025-09-302025-11-13

MINT PIMCO ETF TR7.8K shares0.00%2025-09-302025-11-13

GILD GILEAD SCIENCES INC7.0K shares0.00%2025-09-302025-11-13

IJH ISHARES TR11.9K shares-0.06%2025-09-302025-11-13

NET CLOUDFLARE INC3.6K shares0.00%2025-09-302025-11-13

Sponsored

XAR SPDR SERIES TRUST3.3K shares38.14%2025-09-302025-11-13

AEP AMERICAN ELEC PWR CO INC6.7K shares0.00%2025-09-302025-11-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-13

OKLO OKLO INC6.7K shares0.00%2025-09-302025-11-13

CSCO CISCO SYS INC10.9K shares0.00%2025-09-302025-11-13

MS MORGAN STANLEY4.6K shares0.69%2025-09-302025-11-13

XOM EXXON MOBIL CORP6.3K shares0.57%2025-09-302025-11-13

LEN LENNAR CORP5.4K shares0.00%2025-09-302025-11-13

Sponsored

ED CONSOLIDATED EDISON INC6.7K shares0.00%2025-09-302025-11-13

BABA ALIBABA GROUP HLDG LTD3.5K shares0.00%2025-09-302025-11-13

VOT VANGUARD INDEX FDS2.1K shares0.00%2025-09-302025-11-13

GIS GENERAL MLS INC12.2K shares0.86%2025-09-302025-11-13

GSLC GOLDMAN SACHS ETF TR4.7K shares0.00%2025-09-302025-11-13

ITA ISHARES TR2.8K shares54.20%2025-09-302025-11-13

PM PHILIP MORRIS INTL INC3.6K shares0.00%2025-09-302025-11-13

UBER UBER TECHNOLOGIES INC5.9K shares0.00%2025-09-302025-11-13

Sponsored

GOOG ALPHABET INC2.3K shares0.00%2025-09-302025-11-13

SHOP SHOPIFY INC3.7K shares0.00%2025-09-302025-11-13

LAMR LAMAR ADVERTISING CO NEW4.4K shares0.00%2025-09-302025-11-13

EEM ISHARES TR10.0K shares1.53%2025-09-302025-11-13

DB DEUTSCHE BANK A G15.1K sharesnew addition2025-09-302025-11-13

NEE NEXTERA ENERGY INC7.1K shares0.00%2025-09-302025-11-13

LLY ELI LILLY & CO683 shares0.00%2025-09-302025-11-13

T AT&T INC17.9K shares1.59%2025-09-302025-11-13

Sponsored

MCD MCDONALDS CORP1.6K shares0.82%2025-09-302025-11-13

MMC MARSH & MCLENNAN COS INC2.4K shares0.00%2025-09-302025-11-13

IYW ISHARES TR2.4K shares0.04%2025-09-302025-11-13

LRCX LAM RESEARCH CORP3.5K shares0.00%2025-09-302025-11-13

NLR VANECK ETF TRUST3.3K shares15.64%2025-09-302025-11-13

NFLX NETFLIX INC365 shares-7.12%2025-09-302025-11-13

JNJ JOHNSON & JOHNSON2.3K shares1.01%2025-09-302025-11-13

XBI SPDR SERIES TRUST4.2K shares0.00%2025-09-302025-11-13

Sponsored

SNOW SNOWFLAKE INC1.8K shares0.00%2025-09-302025-11-13

TYL TYLER TECHNOLOGIES INC779 shares-25.74%2025-09-302025-11-13

XYZ BLOCK INC5.6K shares0.00%2025-09-302025-11-13

HEI HEICO CORP NEW1.2K shares0.00%2025-09-302025-11-13

F FORD MTR CO33.3K shares0.18%2025-09-302025-11-13

WMB WILLIAMS COS INC6.2K shares0.00%2025-09-302025-11-13

BMY BRISTOL-MYERS SQUIBB CO8.7K shares0.00%2025-09-302025-11-13

MSTR STRATEGY INC1.2K shares-4.92%2025-09-302025-11-13

Sponsored

META META PLATFORMS INC518 sharesnew addition2025-09-302025-11-13

FTF FRANKLIN LTD DURATION INCOME59.4K shares6.08%2025-09-302025-11-13

NOW SERVICENOW INC401 shares0.00%2025-09-302025-11-13

GLW CORNING INC4.5K sharesnew addition2025-09-302025-11-13

APO APOLLO GLOBAL MGMT INC2.7K shares0.00%2025-09-302025-11-13

NUKZ EXCHANGE TRADED CONCEPTS TRU5.5K shares0.00%2025-09-302025-11-13

INTU INTUIT523 shares0.00%2025-09-302025-11-13

ETHA ISHARES ETHEREUM TR11.1K sharesnew addition2025-09-302025-11-13

Sponsored

MRK MERCK & CO INC4.1K shares0.00%2025-09-302025-11-13

AVGO BROADCOM INC1.0K sharesnew addition2025-09-302025-11-13

TAP MOLSON COORS BEVERAGE CO7.5K shares0.00%2025-09-302025-11-13

ENB ENBRIDGE INC6.6K shares0.00%2025-09-302025-11-13

BAC BANK AMERICA CORP6.1K shares0.00%2025-09-302025-11-13

WM WASTE MGMT INC DEL1.4K shares0.00%2025-09-302025-11-13

WMT WALMART INC3.0K shares0.00%2025-09-302025-11-13

DDOG DATADOG INC2.1K shares0.00%2025-09-302025-11-13

Sponsored

IWF ISHARES TR624 shares0.00%2025-09-302025-11-13

MET METLIFE INC3.5K shares0.00%2025-09-302025-11-13

WMG WARNER MUSIC GROUP CORP8.3K shares0.57%2025-09-302025-11-13

PAYX PAYCHEX INC2.2K shares0.00%2025-09-302025-11-13

EFC ELLINGTON FINANCIAL INC21.2K shares0.00%2025-09-302025-11-13

EPD ENTERPRISE PRODS PARTNERS L8.7K shares1.71%2025-09-302025-11-13

AMAT APPLIED MATLS INC1.3K sharesnew addition2025-09-302025-11-13

SCHP SCHWAB STRATEGIC TR9.5K sharesnew addition2025-09-302025-11-13

Sponsored

VOO VANGUARD INDEX FDS416 shares1.46%2025-09-302025-11-13

HTD HANCOCK JOHN TAX-ADVANTAGED10.1K shares0.00%2025-09-302025-11-13

AVY AVERY DENNISON CORP1.5K shares-9.39%2025-09-302025-11-13

LTBR LIGHTBRIDGE CORP11.7K shares0.00%2025-09-302025-11-13

URA GLOBAL X FDS5.1K shares0.00%2025-09-302025-11-13

WFC WELLS FARGO CO NEW2.8K shares0.00%2025-09-302025-11-13

FLOT ISHARES TR4.3K shares0.00%2025-09-302025-11-13

FRT FEDERAL RLTY INVT TR NEW2.2K shares0.00%2025-09-302025-11-13

Sponsored

GLD SPDR GOLD TR598 sharesnew addition2025-09-302025-11-13

TXN TEXAS INSTRS INC1.1K sharesnew addition2025-09-302025-11-13

MP MP MATERIALS CORP3.1K sharesnew addition2025-09-302025-11-13

OPP RIVERNORTH DOUBLELINE STRATE24.4K shares11.68%2025-09-302025-11-13

CLSK CLEANSPARK INC14.3K shares0.00%2025-09-302025-11-13

VZ VERIZON COMMUNICATIONS INC4.7K shares1.99%2025-09-302025-11-13

VGK VANGUARD INTL EQUITY INDEX F2.5K shares0.00%2025-09-302025-11-13

IVV ISHARES TR298 shares-16.99%2025-09-302025-11-13

Sponsored

BOTZ GLOBAL X FDS5.4K shares-22.74%2025-09-302025-11-13

SBET SHARPLINK GAMING INC10.8K sharesnew addition2025-09-302025-11-13

VTV VANGUARD INDEX FDS973 shares0.00%2025-09-302025-11-13

TIP ISHARES TR1.5K shares0.00%2025-09-302025-11-13

NZF NUVEEN MUNICIPAL CREDIT INC12.8K shares1.81%2025-09-302025-11-13

NVG NUVEEN AMT FREE MUN CR INC F12.6K shares0.38%2025-09-302025-11-13

UEC URANIUM ENERGY CORP11.5K shares2.78%2025-09-302025-11-13

VCIT VANGUARD SCOTTSDALE FDS1.8K shares0.00%2025-09-302025-11-13

Sponsored

VTWG VANGUARD SCOTTSDALE FDS620 shares0.00%2025-09-302025-11-13

WFC-PL WELLS FARGO CO NEW100 shares0.00%2025-09-302025-11-13

LQD ISHARES TR1.1K shares1.13%2025-09-302025-11-13

JPC NUVEEN PFD & INCOME OPPORTUN11.6K shares0.00%2025-09-302025-11-13

ISRA VANECK ETF TRUST1.8K shares0.00%2025-09-302025-11-13

IHF ISHARES TR1.7K shares0.00%2025-09-302025-11-13

WHF WHITEHORSE FIN INC11.1K shares0.00%2025-09-302025-11-13

FXI ISHARES TR2.0K shares0.00%2025-09-302025-11-13

Sponsored

VV VANGUARD INDEX FDS227 shares0.00%2025-09-302025-11-13

IXC ISHARES TR1.4K shares0.00%2025-09-302025-11-13

IJS ISHARES TR533 shares0.00%2025-09-302025-11-13

SMH VANECK ETF TRUST180 shares53.85%2025-09-302025-11-13

RXRX RECURSION PHARMACEUTICALS IN11.6K shares-42.05%2025-09-302025-11-13

IJT ISHARES TR400 shares0.00%2025-09-302025-11-13

DRIV GLOBAL X FDS1.9K shares73.82%2025-09-302025-11-13

EFV ISHARES TR790 shares0.00%2025-09-302025-11-13

Sponsored

IEF ISHARES TR501 shares0.00%2025-09-302025-11-13

ROBO EXCHANGE TRADED CONCEPTS TRU659 shares162.55%2025-09-302025-11-13

BAC-PL BANK AMERICA CORP20 shares0.00%2025-09-302025-11-13

SPTL SPDR SERIES TRUST788 shares0.00%2025-09-302025-11-13

IBB ISHARES TR40 shares0.00%2025-09-302025-11-13

HYG ISHARES TR1 shares0.00%2025-09-302025-11-13

AIQ GLOBAL X FDSN/A sharesnew addition2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available