Powell Investment Advisors, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$266.6M
Holdings
167
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (167 positions)
| Stock | Value |
|---|---|
IVWISHARES TR | $32.2M |
IVEISHARES TR | $31.3M |
IWNISHARES TR | $18.2M |
IWOISHARES TR | $17.7M |
NDQINVESCO QQQ TR | $17.1M |
AQLTISHARES TR | $12.6M |
AMZNAMAZON COM INC | $8.6M |
IWPISHARES TR | $7.5M |
IWSISHARES TR | $7.0M |
EFAISHARES TR | $6.5M |
TSLATESLA INC | $6.1M |
NVDANVIDIA CORPORATION | $5.3M |
GSGOLDMAN SACHS GROUP INC | $4.6M |
IOOISHARES TR | $3.2M |
AAPLAPPLE INC | $3.0M |
JPMJPMORGAN CHASE & CO. | $2.9M |
FBNDFIDELITY MERRIMACK STR TR | $2.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.6M |
CWBSPDR SERIES TRUST | $2.5M |
VWOVANGUARD INTL EQUITY INDEX F | $2.4M |
VUGVANGUARD INDEX FDS | $2.2M |
SPYSPDR S&P 500 ETF TR | $2.1M |
MSFTMICROSOFT CORP | $2.0M |
PFFISHARES TR | $1.8M |
IWMISHARES TR | $1.7M |
BNBROOKFIELD CORP | $1.6M |
VCSHVANGUARD SCOTTSDALE FDS | $1.5M |
ALSNALLISON TRANSMISSION HLDGS I | $1.5M |
IBMINTERNATIONAL BUSINESS MACHS | $1.4M |
CVXCHEVRON CORP NEW | $1.3M |
NNENANO NUCLEAR ENERGY INC | $1.3M |
IBITISHARES BITCOIN TRUST ETF | $1.2M |
AMLPALPS ETF TR | $1.1M |
CEGCONSTELLATION ENERGY CORP | $1.1M |
KOCOCA COLA CO | $1.0M |
BXBLACKSTONE INC | $979K |
CQPCHENIERE ENERGY PARTNERS LP | $968K |
SESEA LTD | $966K |
SCCOSOUTHERN COPPER CORP | $965K |
XLESELECT SECTOR SPDR TR | $958K |
BCCCGLOBAL X FDS | $954K |
XLFSELECT SECTOR SPDR TR | $949K |
GOOGLALPHABET INC | $936K |
PFXFVANECK ETF TRUST | $912K |
SONSONOCO PRODS CO | $886K |
XLUSELECT SECTOR SPDR TR | $834K |
HDHOME DEPOT INC | $829K |
MINTPIMCO ETF TR | $789K |
GILDGILEAD SCIENCES INC | $781K |
GLTRABRDN PRECIOUS METALS BASKET | $779K |
EZBCFRANKLIN TEMPLETON DIGITAL H | $770K |
IJRISHARES TR | $762K |
CSCOCISCO SYS INC | $753K |
BLKBLACKROCK INC | $743K |
IJHISHARES TR | $737K |
TRVCCITIGROUP INC | $734K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $729K |
NETCLOUDFLARE INC | $702K |
AEPAMERICAN ELEC PWR CO INC | $696K |
XOMEXXON MOBIL CORP | $679K |
EDCONSOLIDATED EDISON INC | $669K |
4I1PHILIP MORRIS INTL INC | $658K |
DWDMORGAN STANLEY | $637K |
GISGENERAL MLS INC | $626K |
TYLTYLER TECHNOLOGIES INC | $622K |
VOTVANGUARD INDEX FDS | $601K |
LENLENNAR CORP | $596K |
GSLCGOLDMAN SACHS ETF TR | $565K |
UBERUBER TECHNOLOGIES INC | $548K |
LAMRLAMAR ADVERTISING CO NEW | $539K |
LLYELI LILLY & CO | $532K |
NFLXNETFLIX INC | $526K |
MRSHMARSH & MCLENNAN COS INC | $516K |
MIGAMICROSTRATEGY INC | $509K |
TAT&T INC | $509K |
XARSPDR SERIES TRUST | $498K |
NEENEXTERA ENERGY INC | $491K |
EEMISHARES TR | $476K |
MCDMCDONALDS CORP | $466K |
SHOPSHOPIFY INC | $426K |
IYWISHARES TR | $413K |
NOWSERVICENOW INC | $412K |
INTUINTUIT | $412K |
GOOGALPHABET INC | $411K |
HEIHEICO CORP NEW | $406K |
SNOWSNOWFLAKE INC | $405K |
BABAALIBABA GROUP HLDG LTD | $404K |
BMYBRISTOL-MYERS SQUIBB CO | $401K |
WMBWILLIAMS COS INC | $390K |
APOAPOLLO GLOBAL MGMT INC | $385K |
XYZBLOCK INC | $378K |
OKLOOKLO INC | $377K |
FFORD MTR CO | $361K |
TAPMOLSON COORS BEVERAGE CO | $360K |
FTFFRANKLIN LTD DURATION INCOME | $359K |
XBISPDR SERIES TRUST | $352K |
JNJJOHNSON & JOHNSON | $349K |
ITA*ISHARES TR | $348K |
LMTLOCKHEED MARTIN CORP | $341K |
LRCXLAM RESEARCH CORP | $338K |
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