Powell Investment Advisors, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$286.0B
Holdings
167
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (167 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVWISHARES TR | 290,370 | $35.1B | 12.25% | |
| 2 | IVEISHARES TR | 156,000 | $32.2B | 11.26% | |
| 3 | IWNISHARES TR | 113,998 | $20.2B | 7.05% | |
| 4 | IWOISHARES TR | 60,627 | $19.4B | 6.78% | |
| 5 | NDQINVESCO QQQ TR | 31,089 | $18.7B | 6.53% | |
| 6 | AQLTISHARES TR | 95,570 | $13.6B | 4.75% | |
| 7 | AMZNAMAZON COM INC | 37,910 | $8.3B | 2.91% | |
| 8 | IWPISHARES TR | 52,518 | $7.5B | 2.61% | |
| 9 | IWSISHARES TR | 52,750 | $7.4B | 2.58% | |
| 10 | NVDANVIDIA CORPORATION | 36,188 | $6.8B | 2.36% | |
| 11 | EFAISHARES TR | 71,686 | $6.7B | 2.34% | |
| 12 | TSLATESLA INC | 12,459 | $5.5B | 1.94% | |
| 13 | GSGOLDMAN SACHS GROUP INC | 6,529 | $5.2B | 1.82% | |
| 14 | IOOISHARES TR | 29,282 | $3.5B | 1.23% | |
| 15 | AAPLAPPLE INC | 13,758 | $3.5B | 1.22% | |
| 16 | JPMJPMORGAN CHASE & CO. | 9,853 | $3.1B | 1.09% | |
| 17 | FBNDFIDELITY MERRIMACK STR TR | 59,945 | $2.8B | 0.97% | |
| 18 | CWBSPDR SERIES TRUST | 30,529 | $2.8B | 0.97% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,155 | $2.6B | 0.91% | |
| 20 | VWOVANGUARD INTL EQUITY INDEX F | 47,081 | $2.6B | 0.89% | |
| 21 | VUGVANGUARD INDEX FDS | 4,917 | $2.4B | 0.83% | |
| 22 | SPYSPDR S&P 500 ETF TR | 3,275 | $2.2B | 0.76% | |
| 23 | MSFTMICROSOFT CORP | 4,056 | $2.1B | 0.73% | |
| 24 | IWMISHARES TR | 7,715 | $1.9B | 0.65% | |
| 25 | PFFISHARES TR | 55,025 | $1.7B | 0.61% | |
| 26 | BNBROOKFIELD CORP | 24,199 | $1.7B | 0.58% | |
| 27 | VCSHVANGUARD SCOTTSDALE FDS | 19,085 | $1.5B | 0.53% | |
| 28 | NNENANO NUCLEAR ENERGY INC | 38,614 | $1.5B | 0.52% | |
| 29 | CVXCHEVRON CORP NEW | 9,423 | $1.5B | 0.51% | |
| 30 | IBITISHARES BITCOIN TRUST ETF | 20,371 | $1.3B | 0.46% | |
| 31 | IBMINTERNATIONAL BUSINESS MACHS | 4,582 | $1.3B | 0.45% | |
| 32 | GOOGLALPHABET INC | 5,314 | $1.3B | 0.45% | |
| 33 | SCCOSOUTHERN COPPER CORP | 9,637 | $1.2B | 0.41% | |
| 34 | BXBLACKSTONE INC | 6,622 | $1.1B | 0.40% | |
| 35 | AMLPALPS ETF TR | 23,742 | $1.1B | 0.39% | |
| 36 | CEGCONSTELLATION ENERGY CORP | 3,300 | $1.1B | 0.38% | |
| 37 | SESEA LTD | 6,039 | $1.1B | 0.38% | |
| 38 | BCCCGLOBAL X FDS | 21,750 | $1.0B | 0.36% | |
| 39 | ALSNALLISON TRANSMISSION HLDGS I | 12,079 | $1.0B | 0.36% | |
| 40 | XLESELECT SECTOR SPDR TR | 11,361 | $1.0B | 0.35% | |
| 41 | XLFSELECT SECTOR SPDR TR | 18,138 | $977.1M | 0.34% | |
| 42 | LMTLOCKHEED MARTIN CORP | 1,927 | $962.0M | 0.34% | |
| 43 | PFXFVANECK ETF TRUST | 53,244 | $946.1M | 0.33% | |
| 44 | CQPCHENIERE ENERGY PARTNERS LP | 17,529 | $943.4M | 0.33% | |
| 45 | HDHOME DEPOT INC | 2,260 | $915.7M | 0.32% | |
| 46 | XLUSELECT SECTOR SPDR TR | 10,215 | $890.9M | 0.31% | |
| 47 | SONSONOCO PRODS CO | 20,515 | $884.0M | 0.31% | |
| 48 | TRVCCITIGROUP INC | 8,628 | $875.7M | 0.31% | |
| 49 | GLTRABRDN PRECIOUS METALS BASKET | 5,057 | $836.7M | 0.29% | |
| 50 | IJRISHARES TR | 6,995 | $831.2M | 0.29% | |
| 51 | BLKBLACKROCK INC | 708 | $825.4M | 0.29% | |
| 52 | EZBCFRANKLIN TEMPLETON DIGITAL H | 12,336 | $816.8M | 0.29% | |
| 53 | MINTPIMCO ETF TR | 7,845 | $789.9M | 0.28% | |
| 54 | GILDGILEAD SCIENCES INC | 7,040 | $781.4M | 0.27% | |
| 55 | IJHISHARES TR | 11,882 | $775.4M | 0.27% | |
| 56 | NETCLOUDFLARE INC | 3,583 | $768.9M | 0.27% | |
| 57 | XARSPDR SERIES TRUST | 3,260 | $766.0M | 0.27% | |
| 58 | AEPAMERICAN ELEC PWR CO INC | 6,709 | $754.8M | 0.26% | |
| 59 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754.2M | 0.26% | |
| 60 | OKLOOKLO INC | 6,735 | $751.8M | 0.26% | |
| 61 | CSCOCISCO SYS INC | 10,857 | $742.8M | 0.26% | |
| 62 | DWDMORGAN STANLEY | 4,551 | $723.4M | 0.25% | |
| 63 | XOMEXXON MOBIL CORP | 6,339 | $714.7M | 0.25% | |
| 64 | LENLENNAR CORP | 5,392 | $679.6M | 0.24% | |
| 65 | EDCONSOLIDATED EDISON INC | 6,671 | $670.6M | 0.23% | |
| 66 | BABAALIBABA GROUP HLDG LTD | 3,500 | $625.6M | 0.22% | |
| 67 | VOTVANGUARD INDEX FDS | 2,109 | $620.5M | 0.22% | |
| 68 | GISGENERAL MLS INC | 12,187 | $614.5M | 0.21% | |
| 69 | GSLCGOLDMAN SACHS ETF TR | 4,652 | $606.1M | 0.21% | |
| 70 | ITA*ISHARES TR | 2,845 | $595.3M | 0.21% | |
| 71 | 4I1PHILIP MORRIS INTL INC | 3,587 | $581.8M | 0.20% | |
| 72 | UBERUBER TECHNOLOGIES INC | 5,875 | $575.6M | 0.20% | |
| 73 | GOOGALPHABET INC | 2,316 | $564.1M | 0.20% | |
| 74 | SHOPSHOPIFY INC | 3,695 | $549.1M | 0.19% | |
| 75 | LAMRLAMAR ADVERTISING CO NEW | 4,438 | $543.3M | 0.19% | |
| 76 | EEMISHARES TR | 10,017 | $534.9M | 0.19% | |
| 77 | DBDEUTSCHE BANK A G | 15,100 | $534.7M | 0.19% | |
| 78 | NEENEXTERA ENERGY INC | 7,080 | $534.5M | 0.19% | |
| 79 | LLYELI LILLY & CO | 683 | $521.1M | 0.18% | |
| 80 | TAT&T INC | 17,861 | $504.4M | 0.18% | |
| 81 | MCDMCDONALDS CORP | 1,608 | $488.7M | 0.17% | |
| 82 | MRSHMARSH & MCLENNAN COS INC | 2,359 | $475.4M | 0.17% | |
| 83 | IYWISHARES TR | 2,385 | $467.1M | 0.16% | |
| 84 | LRCXLAM RESEARCH CORP | 3,460 | $464.2M | 0.16% | |
| 85 | NLRVANECK ETF TRUST | 3,297 | $447.2M | 0.16% | |
| 86 | NFLXNETFLIX INC | 365 | $437.6M | 0.15% | |
| 87 | JNJJOHNSON & JOHNSON | 2,306 | $427.6M | 0.15% | |
| 88 | XBISPDR SERIES TRUST | 4,245 | $425.3M | 0.15% | |
| 89 | SNOWSNOWFLAKE INC | 1,808 | $407.8M | 0.14% | |
| 90 | TYLTYLER TECHNOLOGIES INC | 779 | $407.5M | 0.14% | |
| 91 | XYZBLOCK INC | 5,563 | $402.0M | 0.14% | |
| 92 | HEIHEICO CORP NEW | 1,239 | $400.1M | 0.14% | |
| 93 | FFORD MTR CO | 33,298 | $398.2M | 0.14% | |
| 94 | WMBWILLIAMS COS INC | 6,202 | $392.9M | 0.14% | |
| 95 | BMYBRISTOL-MYERS SQUIBB CO | 8,653 | $390.3M | 0.14% | |
| 96 | MIGASTRATEGY INC | 1,197 | $385.7M | 0.13% | |
| 97 | METAMETA PLATFORMS INC | 518 | $380.4M | 0.13% | |
| 98 | FTFFRANKLIN LTD DURATION INCOME | 59,383 | $378.3M | 0.13% | |
| 99 | NOWSERVICENOW INC | 401 | $369.0M | 0.13% | |
| 100 | GLWCORNING INC | 4,452 | $365.2M | 0.13% |
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