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  Name: Powell Investment Advisors LLC
  City: MIAMI
  State: FL
  Zip: 33133
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $203,683,000
  Total Value Change : $-12,251,000
  Securities Held Change : -12
   
All Securities Held : 145
  New Positions : 7
  Closed Positions : 20
  Increased Positions : 51
  Unchanged Positions : 68
  Decreased Positions : 19

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 1 - $198.67 $28,858,000 151,419 14.17% 1,566,000 8,438 0.107    Closed - End Fund - E...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 2 - $110.80 $25,187,000 271,328 12.37% -1,312,000 10,336 0.053    Closed - End Fund - E...
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 3 - $164.95 $14,687,000 97,280 7.21% -659,000 3,803 0.117    Closed - End Fund - E...
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 4 - $292.05 $12,917,000 50,550 6.34% -600,000 3,587 0.122    Closed - End Fund - E...
   (DVY)1 Year Chart         DVY iShares Dow Select Div 5 - $136.65 $12,602,000 93,839 6.19% 403,000 924 0.063    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 6 - $556.22 $11,536,000 24,563 5.66% 443,000 2,863 0.005    Closed - End Fund - Debt
   (IWS)1 Year Chart         IWS iShares Tr Rssll Midcap Valu 7 - $134.95 $6,469,000 51,350 3.18% 63,000 1,823 0.043    Closed - End Fund - E...
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 8 - $139.99 $6,135,000 52,218 3.01% -167,000 2,499 0.007    Closed - End Fund - E...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 9 - $89.52 $5,913,000 72,347 2.9% -891,000 -17,644 0.01    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 10 - $159.34 $5,036,000 46,461 2.47% 2,582,000 28,189 0    Semiconductor - Speci...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 11 - $177.81 $3,543,000 13,670 1.74% 1,334,000 8,200 0    Auto Manufacturers
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 12 - $485.00 $2,557,000 4,801 1.26% 381,000 0 0    Property & Casualty I...
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 13 - $723.68 $2,478,000 4,536 1.22% -106,000 24 0.001    Investment Brokerage ...
   (CWB)1 Year Chart         CWB SPDR Barclays Capital Conve... 14 - $83.10 $2,348,000 30,645 1.15% 218,000 3,300 0.041    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 15 - $50.02 $2,154,000 47,601 1.06% -389,000 -10,139 0    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 16 - $441.98 $1,823,000 4,915 0.9% -193,000 2 0.002    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 17 - $625.34 $1,810,000 3,225 0.89% -5,000 139 0    Closed - End Fund - E...
   (PFF)1 Year Chart         PFF iShares S&P U.S. Preferred ... 18 - $31.01 $1,763,000 57,363 0.87% 20,000 1,910 0.012    Closed - End Fund - E...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 19 - $296.00 $1,747,000 7,122 0.86% 40,000 0 0    Domestic Money Center...
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 20 - $79.10 $1,575,000 19,946 0.77% -15,000 -434 0.005    N/A
   (ALSN)1 Year Chart         ALSN Allison Transmission Holdin... 21 - $82.28 $1,475,000 15,419 0.72% -194,000 -30 0.014    Auto Parts
   (MSFT)1 Year Chart         MSFT Microsoft Corp 22 - $498.84 $1,440,000 3,835 0.71% -43,000 316 0    Application Software
   (BN)1 Year Chart         BN BROOKFIELD Corp 23 - $64.30 $1,365,000 26,044 0.67% -131,000 0 0.002    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 24 - $223.08 $1,194,000 5,985 0.59% -11,000 531 0    Closed - End Fund - E...
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 25 - $4.60 $1,168,000 22,487 0.57% 87,000 40 0.015    Closed - End Fund - Debt
   (IBM)1 Year Chart         IBM International Business Mach... 26 - $291.97 $1,138,000 4,578 0.56% 132,000 2 0.001    Diversified Computer ...
   (CQP)1 Year Chart         CQP Cheniere Energy Partners 27 - $56.13 $1,125,000 17,040 0.55% 232,000 220 0.005    Oil & Gas Pipelines &...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 28 - $87.03 $1,050,000 11,238 0.52% 92,000 55 0    Closed - End Fund - E...
   (PFXF)1 Year Chart         PFXF Market Vectors Preferred Se... 29 - $17.41 $975,000 58,152 0.48% -28,000 22 0.147    N/A
   (SON)1 Year Chart         SON Sonoco Products Co 30 - $46.51 $952,000 20,156 0.47% -25,000 165 0.02    Paper & Paper Products
   (BX)1 Year Chart         BX Blackstone Group LP 31 - $120.62 $915,000 6,544 0.45% -213,000 0 0.001    Asset Management
   (XLF)1 Year Chart         XLF SPDR Financial Sector 32 - $53.19 $901,000 18,089 0.44% 28,000 26 0    Closed - End Fund - E...
   (SCCO)1 Year Chart         SCCO Southern Peru Copper Corp 33 - $115.17 $883,000 9,448 0.43% 28,000 68 0.001    Gold
   (PAVE)1 Year Chart         PAVE Global X Us Infrastructure ... 34 - $0.00 $851,000 22,542 0.42% -213,000 -3,691 0.003    N/A
   (IOO)1 Year Chart         IOO iShares S&P Global 100 Index 35 - $109.30 $847,000 8,796 0.42% -271,000 -2,296 0.018    Closed - End Fund - E...
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 36 - $62.19 $836,000 17,863 0.41% 32,000 2,709 0.002    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 37 - $179.53 $826,000 5,342 0.41% -184,000 8 0    Search Engines & Info...
   (XLU)1 Year Chart         XLU SPDR Utilities Select 38 - $81.84 $805,000 10,215 0.4% 32,000 0 0.001    Closed - End Fund - E...
   (MINT)1 Year Chart         MINT Pimco ETF Trust 39 - $100.22 $800,000 7,953 0.39% -11,000 -98 0.006    Closed - End Fund - Debt
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 40 New $727,455.00 $798,000 1 0.39% 798,000 1 0    Property & Casualty I...
   (SE)1 Year Chart         SE Sea Limited 41 - $149.47 $788,000 6,039 0.39% 147,000 0 0.002    N/A
   (ED)1 Year Chart         ED Consolidated Edison Inc 42 - $100.31 $738,000 6,671 0.36% 143,000 0 0.002    Multi Utilities
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 43 - $103.86 $733,000 6,709 0.36% 114,000 0 0.001    Electric Utilities
   (GLTR)1 Year Chart         GLTR Aberdeen Standard Physical ... 44 - $139.94 $730,000 5,639 0.36% 200,000 811 0.069    Closed - End Fund - E...
   (GIS)1 Year Chart         GIS General Mills Inc 45 - $53.15 $717,000 11,994 0.35% -43,000 82 0.002    Food - Major Diversified
   (TYL)1 Year Chart         TYL Tyler Technologies Inc 46 - $590.04 $709,000 1,219 0.35% -46,000 -90 0.003    Information Technolog...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 48 - $69.37 $670,000 10,857 0.33% 27,000 0 0    Networking & Communic...
   (BLK)1 Year Chart         BLK BlackRock Inc A 47 - $1,082.15 $670,000 708 0.33% -56,000 0 0.001    Investment Brokerage ...
   (NNE)1 Year Chart         NNE Nano Nuclear Energy Inc. 49 - $33.61 $640,000 24,183 0.31% 38,000 0 0.073    N/A
   (LEN)1 Year Chart         LEN Lennar Corp 50 - $110.12 $619,000 5,392 0.3% -116,000 0 0.002    Residential Construct...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 51 - $113.08 $605,000 5,784 0.3% 49,000 962 0.001    Closed - End Fund - E...
   (EZBC)1 Year Chart         EZBC Invesco BulletShares 2031 H... 52 - $0.00 $589,000 12,336 0.29% -79,000 0 0.119    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 53 - $63.79 $582,000 9,972 0.29% 82,000 1,953 0    Closed - End Fund - E...
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 54 - $215.08 $576,000 2,359 0.28% 75,000 0 0    Insurance Brokers
   (PM)1 Year Chart         PM Philip Morris International... 55 - $178.88 $574,000 3,587 0.28% 137,000 0 0    Cigarettes & Other To...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 56 - $780.67 $564,000 683 0.28% 37,000 0 0    Drug Manufacturers - ...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 57 - $135.50 $528,000 3,615 0.26% 31,000 0 0.001    Closed - End Fund - E...
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 58 - $46.92 $528,000 8,653 0.26% 39,000 0 0    Drug Manufacturers - ...
   (MS)1 Year Chart         MS Morgan Stanley 59 - $144.14 $524,000 4,489 0.26% -37,000 29 0    Investment Brokerage ...
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 60 - $286.69 $516,000 2,109 0.25% -19,000 0 0.004    Closed - End Fund - Debt
   (GSLC)1 Year Chart         GSLC Goldman Sachs Activebeta Us... 61 - $122.89 $512,000 4,652 0.25% -127,000 -900 0.003    N/A
   (LAMR)1 Year Chart         LAMR Lamar Advertising Co 62 - $124.23 $505,000 4,438 0.25% -35,000 0 0.005    Marketing Services
   (NEE)1 Year Chart         NEE NextEra Energy 63 - $73.88 $502,000 7,080 0.25% -23,000 -250 0    Electric Utilities
   (MCD)1 Year Chart         MCD McDonalds Corp 64 - $294.08 $498,000 1,595 0.24% 36,000 0 0    Restaurants
   (T)1 Year Chart         T AT&T Corp 65 - $28.36 $493,000 17,441 0.24% 99,000 157 0    Long Distance Carriers
   (TAP)1 Year Chart         TAP Molson Coors Brewing Company 66 - $49.44 $466,000 7,653 0.23% 27,000 0 0.004    Beverage - Brewers
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 67 - $48.76 $428,000 9,790 0.21% 4,000 -345 0    Closed - End Fund - E...
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 68 - $93.63 $392,000 5,375 0.19% 104,000 600 0    N/A
   (APO)1 Year Chart         APO Apollo Global Management LLC 69 - $144.47 $382,000 2,791 0.19% -79,000 0 0    Diversified Investments
   (XAR)1 Year Chart         XAR SPDR S&P Aerospace & Defens... 70 - $208.93 $379,000 2,360 0.19% -12,000 0 0.022    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 71 - $156.01 $379,000 2,283 0.19% 49,000 0 0    Drug Manufacturers - ...
   (MRK)1 Year Chart         MRK Merck & Co Inc 72 - $80.93 $372,000 4,109 0.18% -40,000 0 0    Drug Manufacturers - ...
   (WMB)1 Year Chart         WMB Williams Companies Inc 73 - $58.64 $371,000 6,202 0.18% 35,000 0 0.001    Oil & Gas Pipelines &...
   (NFLX)1 Year Chart         NFLX Netflix Inc 74 - $1,297.18 $366,000 393 0.18% 16,000 0 0    Music & Video Stores
   (GOOG)1 Year Chart         GOOG Alphabet Inc 75 - $180.55 $362,000 2,316 0.18% -124,000 -237 0    Search Engines & Info...
   (FTF)1 Year Chart         FTF Franklin Templeton Limited ... 76 - $6.16 $360,000 55,707 0.18% -8,000 259 0.208    Closed - End Fund - Debt
   (NET)1 Year Chart         NET Cloudflare, Inc. 77 - $0.00 $347,000 3,083 0.17% 15,000 0 0.001    N/A
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 78 New $403.99 $346,000 1,200 0.17% 346,000 1,200 0.001    Business Software & S...
   (PAYX)1 Year Chart         PAYX Paychex Inc 79 - $147.13 $344,000 2,228 0.17% 32,000 0 0.001    Staffing & Outsourcin...
   (F)1 Year Chart         F Ford Motor Co 80 - $12.50 $333,000 33,169 0.16% 9,000 429 0.001    Auto Manufacturers
   (HEI)1 Year Chart         HEI Heico Corp 82 - $324.67 $331,000 1,239 0.16% 36,000 0 0    Aerospace/Defense Pro...
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 81 New $108.70 $331,000 2,500 0.16% 331,000 2,500 0.002    N/A
   (WM)1 Year Chart         WM Waste Management Inc 83 - $227.10 $330,000 1,427 0.16% 42,000 0 0    Waste Management
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 84 - $462.52 $329,000 737 0.16% -29,000 0 0    Aerospace/Defense - M...
   (INTU)1 Year Chart         INTU Intuit Inc 85 - $780.64 $321,000 523 0.16% -8,000 0 0    Application Software
   (NOW)1 Year Chart         NOW Servicenow, Inc. 86 - $1,044.69 $319,000 401 0.16% -106,000 0 0    Information Technolog...
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) 87 - $44.74 $292,000 6,585 0.14% 13,000 0 0.001    Oil & Gas Pipelines &...
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 88 - $175.51 $292,000 2,078 0.14% 1,000 253 0    Closed - End Fund - E...
   (EPD)1 Year Chart         EPD Enterprise Products Partner... 89 - $31.51 $287,000 8,395 0.14% 28,000 132 0    Independent Oil & Gas
   (EFC)1 Year Chart         EFC Ellington Financial LLC 90 - $13.16 $284,000 21,225 0.14% 24,000 0 0.026    N/A
   (ITA)1 Year Chart         ITA iShares Dow Jones US Aerosp... 91 - $0.00 $282,000 1,845 0.14% 14,000 0 0.002    Closed - End Fund - E...
   (BAM)1 Year Chart         BAM Brookfield Asset Management... 92 - $56.81 $280,000 5,780 0.14% -43,000 -175 0.002    Asset Management
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 93 - $82.44 $280,000 3,420 0.14% -123,000 -1,600 0    Closed - End Fund - Debt
   (MET)1 Year Chart         MET MetLife Inc 94 - $80.65 $279,000 3,472 0.14% -5,000 0 0    Life & Health Insurance
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... 95 - $85.24 $271,000 3,345 0.13% -23,000 75 0.001    Closed - End Fund - E...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 96 - $60.24 $265,000 3,006 0.13% -7,000 0 0    Discount, Variety Stores
   (WMG)1 Year Chart         WMG Warner Music Group Corp 97 - $29.39 $257,000 8,205 0.13% 4,000 45 0.005    Sporting and Park Ent...
   (BAC)1 Year Chart         BAC Bank of America Corp 98 - $48.93 $256,000 6,138 0.13% -14,000 0 0    Domestic Money Center...
   (TEAM)1 Year Chart         TEAM Atlassian Corporation Plc 99 - $213.53 $253,000 1,190 0.12% -37,000 0 0.001    N/A
   (LRCX)1 Year Chart         LRCX Lam Research Corp 100 - $98.81 $252,000 3,460 0.12% 1,000 0 0    Semiconductor Equipme...

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