Powell Investment Advisors, LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$203.7M
Holdings
145
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (145 positions)
| Stock | Value |
|---|---|
IVEISHARES TR | $28.9M |
IVWISHARES TR | $25.2M |
IWNISHARES TR | $14.7M |
IWOISHARES TR | $12.9M |
AQLTISHARES TR | $12.6M |
NDQINVESCO QQQ TR | $11.5M |
IWSISHARES TR | $6.5M |
IWPISHARES TR | $6.1M |
EFAISHARES TR | $5.9M |
NVDANVIDIA CORPORATION | $5.0M |
TSLATESLA INC | $3.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.6M |
GSGOLDMAN SACHS GROUP INC | $2.5M |
CWBSPDR SER TR | $2.3M |
VWOVANGUARD INTL EQUITY INDEX F | $2.2M |
VUGVANGUARD INDEX FDS | $1.8M |
SPYSPDR S&P 500 ETF TR | $1.8M |
PFFISHARES TR | $1.8M |
JPMJPMORGAN CHASE & CO. | $1.7M |
VCSHVANGUARD SCOTTSDALE FDS | $1.6M |
ALSNALLISON TRANSMISSION HLDGS I | $1.5M |
MSFTMicrosoft Corp | $1.4M |
BNBROOKFIELD CORP | $1.4M |
IWMISHARES TR | $1.2M |
AMLPALPS ETF TR | $1.2M |
IBMINTERNATIONAL BUSINESS MACHS | $1.1M |
CQPCHENIERE ENERGY PARTNERS LP | $1.1M |
XLESELECT SECTOR SPDR TR | $1.1M |
PFXFVANECK ETF TRUST | $975K |
SONSONOCO PRODS CO | $952K |
BXBLACKSTONE INC | $915K |
XLFSELECT SECTOR SPDR TR | $901K |
SCCOSouthern Copper Corp | $883K |
BCCCGLOBAL X FDS | $851K |
IOOISHARES TR | $847K |
IBITISHARES BITCOIN TRUST ETF | $836K |
GOOGLALPHABET INC | $826K |
XLUSELECT SECTOR SPDR TR | $805K |
MINTPIMCO ETF TR | $800K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $798K |
SESEA LTD | $788K |
EDCONSOLIDATED EDISON INC | $738K |
AEPAMERICAN ELEC PWR CO INC | $733K |
GLTRABRDN PRECIOUS METALS BASKET | $730K |
GISGENERAL MLS INC | $717K |
TYLTYLER TECHNOLOGIES INC | $709K |
BLKBLACKROCK INC | $670K |
CSCOCISCO SYS INC | $670K |
NNENANO NUCLEAR ENERGY INC | $640K |
LENLENNAR CORP | $619K |
IJRISHARES TR | $605K |
EZBCFRANKLIN TEMPLETON DIGITAL H | $589K |
IJHISHARES TR | $582K |
MRSHMARSH & MCLENNAN COS INC | $576K |
4I1PHILIP MORRIS INTL INC | $574K |
LLYELI LILLY & CO | $564K |
XLVSELECT SECTOR SPDR TR | $528K |
BMYBRISTOL-MYERS SQUIBB CO | $528K |
DWDMorgan Stanley | $524K |
VOTVANGUARD INDEX FDS | $516K |
GSLCGOLDMAN SACHS ETF TR | $512K |
LAMRLAMAR ADVERTISING CO NEW | $505K |
NEENextera Energy Inc | $502K |
MCDMCDONALDS CORP | $498K |
TAT&T INC | $493K |
TAPMOLSON COORS BEVERAGE CO | $466K |
EEMISHARES TR | $428K |
UBERUber Technologies Inc | $392K |
APOAPOLLO GLOBAL MGMT INC | $382K |
XARSPDR SER TR | $379K |
JNJJohnson & Johnson | $379K |
MRKMerck & Co Inc | $372K |
WMBWILLIAMS COS INC | $371K |
NFLXNETFLIX INC | $366K |
GOOGALPHABET INC | $362K |
FTFFRANKLIN LTD DURATION INCOME | $360K |
NETCLOUDFLARE INC | $347K |
MIGAMICROSTRATEGY INC | $346K |
PAYXPaychex Inc | $344K |
FFORD MTR CO | $333K |
HEIHEICO CORP NEW | $331K |
BABAALIBABA GROUP HLDG LTD | $331K |
WMWASTE MGMT INC DEL | $330K |
LMTLockheed Martin Corp | $329K |
INTUINTUIT | $321K |
NOWSERVICENOW INC | $319K |
IYWISHARES TR | $292K |
ENBENBRIDGE INC | $292K |
EPDENTERPRISE PRODS PARTNERS L | $287K |
EFCELLINGTON FINANCIAL INC | $284K |
ITA*ISHARES TR | $282K |
BAMBROOKFIELD ASSET MANAGMT LTD | $280K |
VCITVANGUARD SCOTTSDALE FDS | $280K |
METMetlife Inc | $279K |
XBISPDR SER TR | $271K |
WMTWALMART INC | $265K |
WMGWARNER MUSIC GROUP CORP | $257K |
BACBANK AMERICA CORP | $256K |
TEAMATLASSIAN CORPORATION | $253K |
LRCXLam Research Corp | $252K |
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