Powell Investment Advisors, LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$203.7B
Holdings
145
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (145 positions)
| Stock | Value |
|---|---|
HTDHANCOCK JOHN TAX-ADVANTAGED | $241.7M |
FXIISHARES TR | $228.5M |
SNOWSNOWFLAKE INC | $227.7M |
IWFISHARES TR | $225.3M |
FLOTISHARES TR | $221.4M |
FRTFEDERAL RLTY INVT TR NEW | $213.5M |
NUKZEXCHANGE TRADED CONCEPTS TRU | $211.6M |
LQDISHARES TR | $211.3M |
VOOVANGUARD INDEX FDS | $210.5M |
BACVERIZON COMMUNICATIONS INC | $209.9M |
DDOGDATADOG INC | $203.2M |
WFCWELLS FARGO CO NEW | $202.2M |
IVVISHARES TR | $201.7M |
KOCOCA COLA CO | $201.2M |
CHTRCHARTER COMMUNICATIONS INC N | $200.5M |
NLRVANECK ETF TRUST | $200.0M |
OPPRIVERNORTH DOUBLELINE STRATE | $176.6M |
TIPISHARES TR | $171.1M |
NVGNUVEEN AMT FREE MUN CR INC F | $155.3M |
BOTZGLOBAL X FDS | $153.7M |
NZFNUVEEN MUNICIPAL CREDIT INC | $152.1M |
WFC 7.5 PERP LWELLS FARGO CO NEW | $120.1M |
URAGLOBAL X FDS | $115.9M |
VTWGVANGUARD SCOTTSDALE FDS | $115.5M |
WHFWhitehorse Fin Inc | $111.0M |
JPCNUVEEN PFD & INCOME OPPORTUN | $93.3M |
AQLTISHARES TR | $92.1M |
LTBRLightbridge Corp | $86.9M |
RCKTROCKET PHARMACEUTICALS INC | $83.4M |
ISRAVANECK ETF TRUST | $73.8M |
QSQUANTUMSCAPE CORP | $72.6M |
IXCISHARES TR | $59.2M |
VVVANGUARD INDEX FDS | $58.4M |
IJSISHARES TR | $52.0M |
U6ZUranium Energy Corp | $51.2M |
IJTISHARES TR | $49.8M |
IEFISHARES TR | $47.8M |
EFVISHARES TR | $45.6M |
—Shineco Inc | $25.2M |
SMHVANECK ETF TRUST | $24.7M |
BAC 7.25 PERP LBANK AMERICA CORP | $24.7M |
SPTLSPDR SER TR | $21.5M |
HYGISHARES TR | $13.9M |
XLKSELECT SECTOR SPDR TR | $10.3M |
IBBISHARES TR | $5.1M |
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