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  Name: Powell Investment Advisors LLC
  City: MIAMI
  State: FL
  Zip: 33133
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $189,354,000
  Total Value Change : $8,522,000
  Securities Held Change : -1
   
All Securities Held : 145
  New Positions : 8
  Closed Positions : 9
  Increased Positions : 35
  Unchanged Positions : 69
  Decreased Positions : 33

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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     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
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 110 New $29.04 $216,000 2,261 0.11% 216,000 2,261 0    Medical Appliances & ...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 115 New $39.48 $205,000 4,896 0.11% 205,000 4,896 0    Telecom Services - Do...
   (MSOX)1 Year Chart         MSOX Advisorshares Msos 2x Daily... 121 New $0.00 $162,000 25,717 0.09% 162,000 25,717 0.286    N/A
   (NU)1 Year Chart         NU Nu Holdings Ord Shs Class A 127 New $0.00 $119,000 10,000 0.06% 119,000 10,000 0    N/A
   (APLM)1 Year Chart         APLM Apollomics Ord Shs Class A 129 New $0.00 $98,000 130,297 0.05% 98,000 130,297 1.43    N/A
   (MSOS)1 Year Chart         MSOS Advisorshares Pure Us Canna... 135 New $0.00 $58,000 5,835 0.03% 58,000 5,835 0    N/A
   (AMC)1 Year Chart         AMC Amc Entertainment Holdings,... 136 New $3.19 $55,000 14,670 0.03% 55,000 14,670 0.003    N/A
   (BAC.PL)1 Year Chart         BAC.PL Bank of America Corporation... 143 New $1,172.85 $24,000 20 0.01% 24,000 20 0    N/A

      8 Records Found
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