Powell Investment Advisors, LLC

13F filer, CIK 1802195, MIAMI, FL

Powell Investment Advisors, LLC reported $215,935,905 across 157 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-29. Its ten largest share positions make up 61.24% of the portfolio.

Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001398344-25-001323

Period: 2024-12-31
Reported value: $216M
Holdings: 157
Top 10 weight: 61.24%
New: 18
Sold out: 12

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SDSnew	+46,515	$915K
BLKnew	+708	$726K
NNEnew	+24,183	$602K
TWMnew	+11,295	$502K
XLVadded	+3,351	$461K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
FBNDexited	-69,961	-$3.28M
USOexited	-42,560	-$2.98M
PFEexited	-22,219	-$643K
SCHWexited	-6,490	-$421K
KOexited	-3,345	-$242K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001398344-25-001323, largest first. % of portfolio is the value over $215,935,905, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
IVEISHARES TR	142,981	$27.3M	12.64%	+246		Timeline
IVWISHARES TR	260,992	$26.5M	12.27%	+1,234		Timeline
IWNISHARES TR	93,477	$15.3M	7.11%	+1,728		Timeline
IWOISHARES TR	46,963	$13.5M	6.26%	+954		Timeline
DVYISHARES TR	92,915	$12.2M	5.65%	+363		Timeline
QQQINVESCO QQQ TR	21,700	$11.1M	5.14%	+85		Timeline
EFAISHARES TR	89,991	$6.8M	3.15%	-166		Timeline
AMZNAMAZON COM INC	30,955	$6.79M	3.15%	0		Timeline
IWSISHARES TR	49,527	$6.41M	2.97%	+533		Timeline
IWPISHARES TR	49,719	$6.3M	2.92%	+81		Timeline
AAPLAPPLE INC	14,891	$3.73M	1.73%	+1		Timeline
GSGOLDMAN SACHS GROUP INC	4,512	$2.58M	1.2%	+24		Timeline
VWOVANGUARD INTL EQUITY INDEX F	57,740	$2.54M	1.18%	-120		Timeline
NVDANVIDIA CORPORATION	18,272	$2.45M	1.14%	+1,848		Timeline
TSLATESLA INC	5,470	$2.21M	1.02%	+150		Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	4,801	$2.18M	1.01%	0		Timeline
CWBSPDR SERIES TRUST	27,345	$2.13M	0.99%	-413		Timeline
VUGVANGUARD INDEX FDS	4,913	$2.02M	0.93%	+2		Timeline
SPYSTATE STR SPDR S&P 500 ETF T	3,086	$1.81M	0.84%	-73		Timeline
PFFISHARES TR	55,453	$1.74M	0.81%	-665		Timeline
JPMJPMORGAN CHASE & CO	7,122	$1.71M	0.79%	0		Timeline
ALSNALLISON TRANSMISSION HLDGS I	15,449	$1.67M	0.77%	-147		Timeline
VCSHVANGUARD SCOTTSDALE FDS	20,380	$1.59M	0.74%	-1,842		Timeline
BNBROOKFIELD CORP	26,044	$1.5M	0.69%	0		Timeline
MSFTMICROSOFT CORP	3,519	$1.48M	0.69%	+1		Timeline
IWMISHARES TR	5,454	$1.21M	0.56%	+6		Timeline
BXBLACKSTONE INC	6,544	$1.13M	0.52%	0		Timeline
IOOISHARES TR	11,092	$1.12M	0.52%	+45		Timeline
AMLPALPS ETF TR	22,447	$1.08M	0.5%	+42		Timeline
PAVEGLOBAL X FDS	26,233	$1.06M	0.49%	-4,586		Timeline
GOOGLALPHABET INC	5,334	$1.01M	0.47%	0		Timeline
IBMINTERNATIONAL BUSINESS MACHS	4,576	$1.01M	0.47%	+2		Timeline
PFXFVANECK ETF TRUST	58,130	$1M	0.46%	+120		Timeline
SONSONOCO PRODS CO	19,991	$977K	0.45%	+153		Timeline
XLESELECT SECTOR SPDR TR	11,183	$958K	0.44%	+1,125		Timeline
SDSPROSHARES TR	46,515	$915K	0.42%	new		Timeline
CQPCHENIERE ENERGY PARTNERS L P	16,820	$893K	0.41%	+258		Timeline
HDHOME DEPOT INC	2,260	$879K	0.41%	0		Timeline
XLFSELECT SECTOR SPDR TR	18,063	$873K	0.4%	+2,051		Timeline
SCCOSOUTHERN COPPER CORP	9,380	$855K	0.4%	+57		Timeline
MINTPIMCO ETF TR	8,051	$811K	0.38%	-165		Timeline
IBITISHARES BITCOIN TRUST ETF	15,154	$804K	0.37%	+6,709		Timeline
XLUSELECT SECTOR SPDR TR	10,215	$773K	0.36%	0		Timeline
GISGENERAL MILLS INC	11,912	$760K	0.35%	+72		Timeline
TYLTYLER TECHNOLOGIES INC	1,309	$755K	0.35%	0		Timeline
LENLENNAR CORP	5,392	$735K	0.34%	0		Timeline
BLKBLACKROCK INC	708	$726K	0.34%	new		Timeline
XOMEXXON MOBIL CORP	6,303	$678K	0.31%	0		Timeline
EZBCFRANKLIN TEMPLETON DIGITAL H	12,336	$668K	0.31%	+1,230		Timeline
GILDGILEAD SCIENCES INC	7,040	$650K	0.3%	0		Timeline
CSCOCISCO SYS INC	10,857	$643K	0.3%	0		Timeline
SESEA LTD	6,039	$641K	0.3%	0		Timeline
GSLCGOLDMAN SACHS ETF TR	5,552	$639K	0.3%	0		Timeline
AEPAMERICAN ELEC PWR CO INC	6,709	$619K	0.29%	0		Timeline
CCITIGROUP INC	8,628	$607K	0.28%	0		Timeline
NNENANO NUCLEAR ENERGY INC	24,183	$602K	0.28%	new		Timeline
EDCONSOLIDATED EDISON INC	6,671	$595K	0.28%	0		Timeline
MSMORGAN STANLEY	4,460	$561K	0.26%	+30		Timeline
IJRISHARES TR	4,822	$556K	0.26%	+47		Timeline
LAMRLAMAR ADVERTISING CO	4,438	$540K	0.25%	0		Timeline
VOTVANGUARD INDEX FDS	2,109	$535K	0.25%	0		Timeline
GLTRABRDN PRECIOUS METALS BASKET	4,828	$530K	0.25%	-36		Timeline
LLYELI LILLY & CO	683	$527K	0.24%	0		Timeline
NEENEXTERA ENERGY INC	7,330	$525K	0.24%	0		Timeline
TWMPROSHARES TR	11,295	$502K	0.23%	new		Timeline
MRSHMARSH & MCLENNAN COS INC	2,359	$501K	0.23%	0		Timeline
IJHISHARES TR	8,019	$500K	0.23%	+29		Timeline
XLVSELECT SECTOR SPDR TR	3,615	$497K	0.23%	+3,351		Timeline
BMYBRISTOL-MYERS SQUIBB CO	8,653	$489K	0.23%	0		Timeline
GOOGALPHABET INC	2,553	$486K	0.23%	+238		Timeline
MCDMCDONALDS CORP	1,595	$462K	0.21%	0		Timeline
APOAPOLLO GLOBAL MGMT INC	2,791	$461K	0.21%	0		Timeline
TAPMOLSON COORS BEVERAGE CO	7,653	$439K	0.2%	-918		Timeline
PMPHILIP MORRIS INTL INC	3,587	$437K	0.2%	0		Timeline
NOWSERVICENOW INC	401	$425K	0.2%	0		Timeline
EEMISHARES TR	10,135	$424K	0.2%	+133		Timeline
MRKMERCK & CO INC	4,109	$412K	0.19%	0		Timeline
VCITVANGUARD SCOTTSDALE FDS	5,020	$403K	0.19%	0		Timeline
TAT&T INC	17,284	$394K	0.18%	+168		Timeline
XARSPDR SERIES TRUST	2,360	$391K	0.18%	+610		Timeline
SHOPSHOPIFY INC	3,635	$387K	0.18%	0		Timeline
FTFFRANKLIN LTD DURATION INCOME	55,448	$368K	0.17%	+9,128		Timeline
LMTLOCKHEED MARTIN CORP	737	$358K	0.17%	0		Timeline
NFLXNETFLIX INC.	393	$350K	0.16%	0		Timeline
WMBWILLIAMS COS INC	6,202	$336K	0.16%	0		Timeline
NETCLOUDFLARE INC	3,083	$332K	0.15%	0		Timeline
JNJJOHNSON & JOHNSON	2,283	$330K	0.15%	0		Timeline
INTUINTUIT	523	$329K	0.15%	0		Timeline
FFORD MTR CO	32,740	$324K	0.15%	-2,847		Timeline
BAMBROOKFIELD ASSET MANAGMT LTD	5,955	$323K	0.15%	0		Timeline
AVYAVERY DENNISON CORP	1,704	$319K	0.15%	0		Timeline
PAYXPAYCHEX INC	2,228	$312K	0.14%	0		Timeline
HEIHEICO CORP NEW	1,239	$295K	0.14%	0		Timeline
XBISPDR SERIES TRUST	3,270	$294K	0.14%	0		Timeline
DDOGDATADOG INC	2,048	$293K	0.14%	0		Timeline
IYWISHARES TR	1,825	$291K	0.13%	0		Timeline
TEAMATLASSIAN CORPORATION	1,190	$290K	0.13%	new		Timeline
UBERUBER TECHNOLOGIES INC	4,775	$288K	0.13%	0		Timeline
WMWASTE MGMT INC DEL	1,427	$288K	0.13%	0		Timeline
METMETLIFE INC	3,472	$284K	0.13%	0		Timeline
ENBENBRIDGE INC	6,585	$279K	0.13%	0		Timeline
WMTWALMART INC	3,006	$272K	0.13%	0		Timeline
BACBANK OF AMER CORP	6,138	$270K	0.12%	0		Timeline
ITAISHARES TR	1,845	$268K	0.12%	0		Timeline
XYZBLOCK INC	3,063	$260K	0.12%	0		Timeline
EFCELLINGTON FINANCIAL INC	21,225	$260K	0.12%	0		Timeline
EPDENTERPRISE PRODS PARTNERS L	8,263	$259K	0.12%	+138		Timeline
DIASTATE STR SPDR DOW JONES IND	600	$256K	0.12%	0		Timeline
METAMETA PLATFORMS INC	434	$254K	0.12%	0		Timeline
WMGWARNER MUSIC GROUP CORP	8,160	$253K	0.12%	+45		Timeline
LRCXLAM RESEARCH CORP	3,460	$251K	0.12%	new		Timeline
IWFISHARES TR	624	$251K	0.12%	0		Timeline
FRTFEDERAL RLTY INVT TR NEW	2,183	$244K	0.11%	0		Timeline
NVGNUVEEN AMT FREE MUN CR INC F	19,530	$239K	0.11%	+54		Timeline
FLOTISHARES TR	4,674	$238K	0.11%	0		Timeline
NUKZEXCHANGE TRADED CONCEPTS TRU	5,550	$227K	0.11%	new		Timeline
HTDHANCOCK JOHN TAX-ADVANTAGED	10,100	$222K	0.1%	0		Timeline
NLRVANECK ETF TRUST	2,730	$222K	0.1%	new		Timeline
LQDISHARES TR	2,030	$217K	0.1%	+29		Timeline
IVVISHARES TR	359	$211K	0.1%	-8		Timeline
VOOVANGUARD INDEX FDS	390	$210K	0.1%	+2		Timeline
SNOWSNOWFLAKE INC	1,308	$202K	0.09%	new		Timeline
TIPISHARES TR	1,890	$201K	0.09%	0		Timeline
WFCWELLS FARGO & CO	2,817	$198K	0.09%	0		Timeline
FXIISHARES TR	6,375	$194K	0.09%	+6,375		Timeline
BOTZGLOBAL X FDS	5,252	$168K	0.08%	0		Timeline
VTVVANGUARD INDEX FDS	973	$165K	0.08%	0		Timeline
NZFNUVEEN MUN CR INCOME FD	12,219	$149K	0.07%	+268		Timeline
OPPRIVERNORTH DOUBLELINE STRATE	17,452	$146K	0.07%	new		Timeline
KYNKAYNE ANDERSON ENERGY INFRST	10,669	$136K	0.06%	new		Timeline
URAGLOBAL X FDS	4,855	$134K	0.06%	+1,690		Timeline
VTWGVANGUARD SCOTTSDALE FDS	620	$130K	0.06%	0		Timeline
WELLS FARGO & COWELLS FARGO & CO	100	$119K	0.06%	0
QSQUANTUMSCAPE CORP	22,941	$119K	0.06%	new		Timeline
WHFWHITEHORSE FIN INC	11,060	$111K	0.05%	0		Timeline
JPCNUVEEN PFD & INCOME OPPORTUN	11,627	$91.4K	0.04%	new		Timeline
XERSXERIS BIOPHARMA HOLDINGS INC	25,000	$84.8K	0.04%	-25,610		Timeline
IHFISHARES TR	1,745	$83.7K	0.04%	0		Timeline
ISRAVANECK ETF TRUST	1,750	$76.2K	0.04%	0		Timeline
SOXXISHARES TR	350	$75.4K	0.03%	new		Timeline
UECURANIUM ENERGY CORP	10,718	$71.7K	0.03%	new		Timeline
VVVANGUARD INDEX FDS	227	$61.2K	0.03%	0		Timeline
IJSISHARES TR	533	$57.9K	0.03%	0		Timeline
IJTISHARES TR	400	$54.1K	0.03%	0		Timeline
IXCISHARES TR	1,408	$53.8K	0.02%	+31		Timeline
SHINECO INCSHINECO INC	11,500	$52.1K	0.02%	new
IEFISHARES TR	501	$46.3K	0.02%	0		Timeline
EFVISHARES TR	773	$40.6K	0.02%	+13		Timeline
BANK OF AMER CORPBANK OF AMER CORP	20	$24.7K	0.01%	0
SPTLSPDR SERIES TRUST	788	$20.6K	0.01%	0		Timeline
SMHVANECK ETF TRUST	72	$17.4K	0.01%	0		Timeline
HYGISHARES TR	175	$13.8K	0.01%	+3		Timeline
GDXVANECK ETF TRUST	325	$11K	0.01%	0		Timeline
IBBISHARES TR	40	$5.29K	<0.01%	0		Timeline
BEYOND AIR INCBEYOND AIR INC	14,010	$5.02K	<0.01%	+10
XLISELECT SECTOR SPDR TR	0	$0	0%	new	Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.	Timeline
KRESPDR SERIES TRUST	0	$0	0%	new	Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
FBNDFIDELITY MERRIMACK STR TR	69,961	$3.28M	shares
USOUNITED STS OIL FD LP	42,560	$2.98M	shares
PFEPFIZER INC	22,219	$643K	shares
SCHWCHARLES SCHWAB CORP (THE)	6,490	$421K	shares
KOCOCA COLA CO	3,345	$242K	shares
VZVERIZON COMMUNICATIONS INC	4,896	$220K	shares
MDLZMONDELEZ INTL INC	2,703	$200K	shares
AMCAMC ENTMT HLDGS INC	19,970	$90.9K	shares
BBAIBIGBEAR AI HLDGS INC	36,500	$53.3K	shares
ADVISORSHARES MSOS DAILY LE…ADVISORSHARES MSOS DAILY LEVERAGE…	21,000	$49.1K	shares
MSOSADVISORSHARES TR	5,835	$41.8K	shares
APOLLOMICS INCAPOLLOMICS INC	130,297	$18.5K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001398344-25-001323	base		2025-01-29	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC