The Analysis of Powell Investment Advisors, LLC's Holdings
Currently, Powell Investment Advisors, LLC holds 169 types of securities in its portfolio with a total value $290.5M. In the most recent quarter, they have increased their positions in N/A (+2.1K shares, valued at $730.6K), KO (+10.1K shares, valued at $704.2K), IBIT (+14.2K shares, valued at $702.7K); decreased their positions in N/A (-384 shares, valued at $193.0K), IWP (-882 shares, valued at $120.8K), AAPL (-365 shares, valued at $99.2K); initiated new positions in KO (+10.1K shares, valued at $704.2K), ETH (+19.3K shares, valued at $542.5K), AMD (+1.2K shares, valued at $247.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVW ISHARES TR289.9K shares-0.15%2025-12-312026-02-09
IVE ISHARES TR155.6K shares-0.27%2025-12-312026-02-09 IWN ISHARES TR114.1K shares0.13%2025-12-312026-02-09 IWO ISHARES TR60.3K shares-0.48%2025-12-312026-02-09 DVY ISHARES TR97.9K shares2.40%2025-12-312026-02-09 AMZN AMAZON COM INC38.2K shares0.80%2025-12-312026-02-09 IWS ISHARES TR52.7K shares-0.11%2025-12-312026-02-09 IWP ISHARES TR51.6K shares-1.68%2025-12-312026-02-09 EFA ISHARES TR71.4K shares-0.39%2025-12-312026-02-09 NVDA NVIDIA CORPORATION36.2K shares0.00%2025-12-312026-02-09 GS GOLDMAN SACHS GROUP INC6.5K shares0.31%2025-12-312026-02-09 TSLA TESLA INC12.3K shares-0.87%2025-12-312026-02-09 IOO ISHARES TR29.5K shares0.82%2025-12-312026-02-09 AAPL APPLE INC13.4K shares-2.65%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.9.9K shares0.00%2025-12-312026-02-09 FBND FIDELITY MERRIMACK STR TR60.0K shares0.03%2025-12-312026-02-09 CWB SPDR SERIES TRUST30.7K shares0.44%2025-12-312026-02-09 VWO VANGUARD INTL EQUITY INDEX F47.5K shares0.88%2025-12-312026-02-09 VUG VANGUARD INDEX FDS4.8K shares-2.52%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR3.4K shares3.76%2025-12-312026-02-09 IWM ISHARES TR8.3K shares7.26%2025-12-312026-02-09 MSFT MICROSOFT CORP4.1K shares0.02%2025-12-312026-02-09 PFF ISHARES TR56.4K shares2.51%2025-12-312026-02-09 IBIT ISHARES BITCOIN TRUST ETF34.5K shares69.48%2025-12-312026-02-09 ALPHABET INC ALPHABET INC5.3K shares0.00%2025-12-312026-02-09 VCSH VANGUARD SCOTTSDALE FDS19.1K shares0.00%2025-12-312026-02-09 BN BROOKFIELD CORP32.1K shares32.59%2025-12-312026-02-09 SCCO SOUTHERN COPPER CORP9.7K shares0.84%2025-12-312026-02-09 IBM INTERNATIONAL BUSINESS MACHS4.6K shares0.04%2025-12-312026-02-09 ALSN ALLISON TRANSMISSION HLDGS I12.1K shares0.00%2025-12-312026-02-09 CEG CONSTELLATION ENERGY CORP3.3K shares0.00%2025-12-312026-02-09 ALPS ETF TR ALPS ETF TR23.9K shares0.79%2025-12-312026-02-09 BROADCOM INC BROADCOM INC3.1K shares204.16%2025-12-312026-02-09 PAVE GLOBAL X FDS21.8K shares0.00%2025-12-312026-02-09 GLTR ABRDN PRECIOUS METALS BASKET5.1K shares0.00%2025-12-312026-02-09 XLE SELECT SECTOR SPDR TR22.8K shares101.09%2025-12-312026-02-09 CQP CHENIERE ENERGY PARTNERS LP17.8K shares1.55%2025-12-312026-02-09 PFXF VANECK ETF TRUST53.2K shares0.00%2025-12-312026-02-09 XLF SELECT SECTOR SPDR TR17.2K shares-5.37%2025-12-312026-02-09 LMT LOCKHEED MARTIN CORP1.9K shares0.00%2025-12-312026-02-09 NNE NANO NUCLEAR ENERGY INC38.6K shares0.00%2025-12-312026-02-09 MINT PIMCO ETF TR9.1K shares15.95%2025-12-312026-02-09 SON SONOCO PRODS CO20.7K shares0.99%2025-12-312026-02-09 XLU SELECT SECTOR SPDR TR20.4K shares100.00%2025-12-312026-02-09 GILD GILEAD SCIENCES INC7.0K shares0.00%2025-12-312026-02-09 ALPHABET INC ALPHABET INC2.7K shares16.49%2025-12-312026-02-09 IJR ISHARES TR7.0K shares0.47%2025-12-312026-02-09 CSCO CISCO SYS INC10.9K shares0.00%2025-12-312026-02-09 MS MORGAN STANLEY4.6K shares0.59%2025-12-312026-02-09 IJH ISHARES TR11.9K shares0.42%2025-12-312026-02-09 XAR SPDR SERIES TRUST3.3K shares0.00%2025-12-312026-02-09 HD HOME DEPOT INC2.3K shares0.00%2025-12-312026-02-09 AEP AMERICAN ELEC PWR CO INC6.7K shares0.00%2025-12-312026-02-09 SE SEA LTD6.0K shares0.00%2025-12-312026-02-09 XOM EXXON MOBIL CORP6.4K shares0.30%2025-12-312026-02-09 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-09 LLY ELI LILLY & CO683 shares0.00%2025-12-312026-02-09 NET CLOUDFLARE INC3.6K shares0.00%2025-12-312026-02-09 KO COCA COLA CO10.1K sharesnew addition2025-12-312026-02-09 ED CONSOLIDATED EDISON INC6.7K shares0.00%2025-12-312026-02-09 ITA ISHARES TR2.8K shares0.00%2025-12-312026-02-09 SHOP SHOPIFY INC3.7K shares0.00%2025-12-312026-02-09 VOT VANGUARD INDEX FDS2.1K shares0.00%2025-12-312026-02-09 PM PHILIP MORRIS INTL INC3.6K shares0.00%2025-12-312026-02-09 META META PLATFORMS INC876 shares69.11%2025-12-312026-02-09 GSLC GOLDMAN SACHS ETF TR4.3K shares-6.99%2025-12-312026-02-09 GIS GENERAL MLS INC12.3K shares0.92%2025-12-312026-02-09 NEE NEXTERA ENERGY INC7.1K shares0.00%2025-12-312026-02-09 EZBC FRANKLIN TEMPLETON DIGITAL H11.1K shares-9.97%2025-12-312026-02-09 LAMR LAMAR ADVERTISING CO NEW4.4K shares0.00%2025-12-312026-02-09 LEN LENNAR CORP5.4K shares0.00%2025-12-312026-02-09 EEM ISHARES TR10.1K shares1.14%2025-12-312026-02-09 ETH GRAYSCALE ETHEREUM MINI TR E19.3K sharesnew addition2025-12-312026-02-09 XBI SPDR SERIES TRUST4.2K shares0.00%2025-12-312026-02-09 BABA ALIBABA GROUP HLDG LTD3.5K shares0.00%2025-12-312026-02-09 MCD MCDONALDS CORP1.6K shares0.44%2025-12-312026-02-09 OKLO OKLO INC6.7K shares0.00%2025-12-312026-02-09 UBER UBER TECHNOLOGIES INC5.9K shares0.00%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON2.3K shares0.48%2025-12-312026-02-09 IYW ISHARES TR2.4K shares0.00%2025-12-312026-02-09 BMY BRISTOL-MYERS SQUIBB CO8.7K shares0.00%2025-12-312026-02-09 T AT&T INC18.1K shares1.36%2025-12-312026-02-09 NLR VANECK ETF TRUST3.6K shares9.37%2025-12-312026-02-09 MMC MARSH & MCLENNAN COS INC2.4K shares0.00%2025-12-312026-02-09 F FORD MTR CO33.4K shares0.16%2025-12-312026-02-09 HEI HEICO CORP NEW1.2K shares0.00%2025-12-312026-02-09 SNOW SNOWFLAKE INC1.8K shares0.00%2025-12-312026-02-09 GLW CORNING INC4.5K shares0.00%2025-12-312026-02-09 WMB WILLIAMS COS INC6.2K shares0.00%2025-12-312026-02-09 FTF FRANKLIN LTD DURATION INCOME59.7K shares0.51%2025-12-312026-02-09 XYZ BLOCK INC5.5K shares-0.65%2025-12-312026-02-09 NUKZ EXCHANGE TRADED CONCEPTS TRU5.6K shares0.90%2025-12-312026-02-09 INTU INTUIT523 shares0.00%2025-12-312026-02-09 GLD SPDR GOLD TR864 shares44.48%2025-12-312026-02-09 NFLX NETFLIX INC3.6K shares900.00%2025-12-312026-02-09 BAC BANK AMERICA CORP6.1K shares0.00%2025-12-312026-02-09 WMT WALMART INC3.0K shares0.00%2025-12-312026-02-09 AMAT APPLIED MATLS INC1.3K shares0.00%2025-12-312026-02-09 ENB ENBRIDGE INC6.6K shares0.00%2025-12-312026-02-09 WM WASTE MGMT INC DEL1.4K shares0.00%2025-12-312026-02-09 TAP MOLSON COORS BEVERAGE CO6.7K shares-10.35%2025-12-312026-02-09 NOW SERVICENOW INC2.0K shares400.00%2025-12-312026-02-09 IWF ISHARES TR624 shares0.00%2025-12-312026-02-09 DDOG DATADOG INC2.1K shares0.00%2025-12-312026-02-09 EFC ELLINGTON FINANCIAL INC21.2K shares0.00%2025-12-312026-02-09 EPD ENTERPRISE PRODS PARTNERS L8.8K shares1.68%2025-12-312026-02-09 AVY AVERY DENNISON CORP1.5K shares0.00%2025-12-312026-02-09 TYL TYLER TECHNOLOGIES INC606 shares-22.21%2025-12-312026-02-09 MET METLIFE INC3.5K shares0.00%2025-12-312026-02-09 WFC WELLS FARGO CO NEW2.8K shares0.00%2025-12-312026-02-09 SCHP SCHWAB STRATEGIC TR9.7K shares1.67%2025-12-312026-02-09 WMG WARNER MUSIC GROUP CORP8.4K shares0.69%2025-12-312026-02-09 PAYX PAYCHEX INC2.2K shares0.00%2025-12-312026-02-09 AMD ADVANCED MICRO DEVICES INC1.2K sharesnew addition2025-12-312026-02-09 SBET SHARPLINK GAMING INC26.8K shares148.41%2025-12-312026-02-09 HTD HANCOCK JOHN TAX-ADVANTAGED10.1K shares0.00%2025-12-312026-02-09 FLOT ISHARES TR4.3K shares0.00%2025-12-312026-02-09 OPP RIVERNORTH DOUBLELINE STRATE27.1K shares10.73%2025-12-312026-02-09 VGK VANGUARD INTL EQUITY INDEX F2.5K shares0.00%2025-12-312026-02-09 URA GLOBAL X FDS4.7K shares-7.22%2025-12-312026-02-09 IVV ISHARES TR298 shares0.00%2025-12-312026-02-09 BOTZ GLOBAL X FDS5.4K shares0.00%2025-12-312026-02-09 VTV VANGUARD INDEX FDS973 shares0.00%2025-12-312026-02-09 TIP ISHARES TR1.5K shares0.00%2025-12-312026-02-09 NZF NUVEEN MUNICIPAL CREDIT INC13.1K shares2.29%2025-12-312026-02-09 NVG NUVEEN AMT FREE MUN CR INC F12.6K shares0.48%2025-12-312026-02-09 VCIT VANGUARD SCOTTSDALE FDS1.8K shares0.00%2025-12-312026-02-09 MTB M & T BK CORP747 sharesnew addition2025-12-312026-02-09 RDW REDWIRE CORPORATION19.6K sharesnew addition2025-12-312026-02-09 CLSK CLEANSPARK INC14.6K shares1.76%2025-12-312026-02-09 LTBR LIGHTBRIDGE CORP11.7K shares0.00%2025-12-312026-02-09 VTWG VANGUARD SCOTTSDALE FDS620 shares0.00%2025-12-312026-02-09 LQD ISHARES TR1.3K shares22.51%2025-12-312026-02-09 UEC URANIUM ENERGY CORP11.5K shares0.00%2025-12-312026-02-09 RXRX RECURSION PHARMACEUTICALS IN29.7K shares155.85%2025-12-312026-02-09 WFC-PL WELLS FARGO CO NEW100 shares0.00%2025-12-312026-02-09 BTQ BTQ TECHNOLOGIES CORP20.6K sharesnew addition2025-12-312026-02-09 ISRA VANECK ETF TRUST1.8K shares0.00%2025-12-312026-02-09 JPC NUVEEN PFD & INCOME OPPORTUN11.6K shares0.00%2025-12-312026-02-09 SMH VANECK ETF TRUST243 shares35.00%2025-12-312026-02-09 WHF WHITEHORSE FIN INC12.0K shares8.80%2025-12-312026-02-09 IHF ISHARES TR1.7K shares0.00%2025-12-312026-02-09 FXI ISHARES TR2.0K shares1.07%2025-12-312026-02-09 DRIV GLOBAL X FDS2.5K shares30.18%2025-12-312026-02-09 VV VANGUARD INDEX FDS228 shares0.44%2025-12-312026-02-09 IXC ISHARES TR1.5K shares2.09%2025-12-312026-02-09 IJS ISHARES TR533 shares0.00%2025-12-312026-02-09 EFV ISHARES TR808 shares2.28%2025-12-312026-02-09 IJT ISHARES TR400 shares0.00%2025-12-312026-02-09 ROBO EXCHANGE TRADED CONCEPTS TRU754 shares14.42%2025-12-312026-02-09 IEF ISHARES TR501 shares0.00%2025-12-312026-02-09 BITF BITFARMS LTD19.0K sharesnew addition2025-12-312026-02-09 BAC-PL BANK AMERICA CORP20 shares0.00%2025-12-312026-02-09 SPTL SPDR SERIES TRUST788 shares0.00%2025-12-312026-02-09 IBB ISHARES TR40 shares0.00%2025-12-312026-02-09 VTI VANGUARD INDEX FDS16 sharesnew addition2025-12-312026-02-09 AIQ GLOBAL X FDS98 sharesnew addition2025-12-312026-02-09 HYG ISHARES TR1 shares0.00%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available