Powell Investment Advisors, LLC holdings history

Add to watchlist

267 is the total number of securities Powell Investment Advisors, LLC has owned. The longest Powell Investment Advisors, LLC has owned a single stock is 16 quarters.

Powell Investment Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVE ISHARES TR16168.89%11.34%12.87%Q4 2019Q3 202316
IVW ISHARES TR16168.90%11.21%13.22%Q4 2019Q3 202316
IWN ISHARES TR16164.50%6.95%8.60%Q4 2019Q3 202316
IWO ISHARES TR16164.77%6.56%8.49%Q4 2019Q3 202316
DVY ISHARES TR16164.39%5.76%6.44%Q4 2019Q3 202316
EFA ISHARES TR16163.95%4.44%5.66%Q4 2019Q3 202316
PFF ISHARES TR16160.99%3.08%5.64%Q4 2019Q3 202316
IWS ISHARES TR16161.78%2.58%3.25%Q4 2019Q3 202316
IWP ISHARES TR16162.17%2.53%3.11%Q4 2019Q3 202316
GS GOLDMAN SACHS GROUP INC16160.54%1.84%3.13%Q4 2019Q3 202316
AAPL APPLE INC16160.76%1.13%1.72%Q4 2019Q3 202316
LBRDK LIBERTY BROADBAND CORP16160.48%1.05%1.61%Q4 2019Q3 202316
FBND FIDELITY MERRIMACK STR TR16160.19%1.05%4.14%Q4 2019Q3 202316
MINT PIMCO ETF TR16160.50%1.00%1.26%Q4 2019Q3 202316
CABO CABLE ONE INC16160.15%0.79%1.50%Q4 2019Q3 202316
SON SONOCO PRODS CO16160.56%0.71%1.03%Q4 2019Q3 202316
SPY SPDR S&P 500 ETF TR16160.53%0.64%0.84%Q4 2019Q3 202316
NVG NUVEEN AMT FREE MUN CR...16160.09%0.62%1.32%Q4 2019Q3 202316
NEE NEXTERA ENERGY INC16160.32%0.55%0.79%Q4 2019Q3 202316
BRKB BERKSHIRE HATHAWAY INC...16160.30%0.53%0.89%Q4 2019Q3 202316
ALSN ALLISON TRANSMISSION H...16160.36%0.50%0.87%Q4 2019Q3 202316
SCHW THE CHARLES SCHWAB COR...16160.34%0.48%0.58%Q4 2019Q3 202316
XLU SELECT SECTOR SPDR TR16160.36%0.47%0.76%Q4 2019Q3 202316
AEP AMERICAN ELEC PWR CO INC16160.30%0.47%0.78%Q4 2019Q3 202316
GLTR ABRDN PRECIOUS METALS ...16160.26%0.46%0.82%Q4 2019Q3 202316
GIS GENERAL MLS INC16160.32%0.44%0.57%Q4 2019Q3 202316
MSFT MICROSOFT CORP16160.27%0.44%0.77%Q4 2019Q3 202316
F FORD MTR CO DEL16160.16%0.44%0.76%Q4 2019Q3 202316
XOM EXXON MOBIL CORP16160.16%0.41%1.03%Q4 2019Q3 202316
PFE PFIZER INC16160.27%0.38%0.58%Q4 2019Q3 202316
CSCO CISCO SYS INC16160.28%0.37%0.57%Q4 2019Q3 202316
JPM JPMORGAN CHASE & CO16160.23%0.36%0.63%Q4 2019Q3 202316
TYL TYLER TECHNOLOGIES INC16160.24%0.35%0.47%Q4 2019Q3 202316
XLE SELECT SECTOR SPDR TR16160.15%0.35%0.76%Q4 2019Q3 202316
IWM ISHARES TR16160.15%0.34%0.57%Q4 2019Q3 202316
T AT&T INC16160.12%0.34%0.77%Q4 2019Q3 202316
MCD MCDONALDS CORP16160.27%0.34%0.48%Q4 2019Q3 202316
NZF NUVEEN MUNICIPAL CREDI...16160.07%0.33%0.71%Q4 2019Q3 202316
ED CONSOLIDATED EDISON INC16160.21%0.32%0.48%Q4 2019Q3 202316
BMY BRISTOL-MYERS SQUIBB CO16160.22%0.32%0.44%Q4 2019Q3 202316
BX BLACKSTONE INC16160.24%0.31%0.41%Q4 2019Q3 202316
FLOT ISHARES TR16160.20%0.30%0.50%Q4 2019Q3 202316
IOO ISHARES TR16160.09%0.30%0.50%Q4 2019Q3 202316
IBM INTERNATIONAL BUSINESS...16160.14%0.26%0.42%Q4 2019Q3 202316
JNJ JOHNSON & JOHNSON16160.20%0.25%0.35%Q4 2019Q3 202316
MRK MERCK & CO. INC16160.17%0.25%0.38%Q4 2019Q3 202316
AVY AVERY DENNISON CORP16160.17%0.23%0.34%Q4 2019Q3 202316
MMC MARSH & MCLENNAN COS INC16160.19%0.23%0.27%Q4 2019Q3 202316
HYG ISHARES TR16160.14%0.22%0.40%Q4 2019Q3 202316
WM WASTE MGMT INC DEL16160.13%0.21%0.36%Q4 2019Q3 202316
LMT LOCKHEED MARTIN CORP16160.12%0.20%0.32%Q4 2019Q3 202316
PAYX PAYCHEX INC16160.15%0.19%0.30%Q4 2019Q3 202316
IJR ISHARES TR16160.13%0.19%0.22%Q4 2019Q3 202316
IJH ISHARES TR16160.13%0.18%0.26%Q4 2019Q3 202316
HTD HANCOCK JOHN TAX-ADV D...16160.11%0.18%0.36%Q4 2019Q3 202316
HQL TEKLA LIFE SCIENCES INVS16160.10%0.16%0.27%Q4 2019Q3 202316
XLV SELECT SECTOR SPDR TR16160.02%0.16%0.33%Q4 2019Q3 202316
BAC BK OF AMERICA CORP16160.10%0.14%0.22%Q4 2019Q3 202316
EEM ISHARES TR16160.04%0.13%0.25%Q4 2019Q3 202316
WFC WELLS FARGO CO NEW16160.04%0.11%0.42%Q4 2019Q3 202316
LQD ISHARES TR16160.02%0.09%0.17%Q4 2019Q3 202316
IYW ISHARES TR16160.04%0.09%0.16%Q4 2019Q3 202316
QQQ INVESCO QQQ TR15151.70%3.85%4.44%Q1 2020Q3 202315
VWO VANGUARD INTL EQUITY I...962.43%3.69%5.29%Q4 2019Q3 202315
CWB SPDR SER TR1141.09%1.55%2.02%Q4 2019Q3 202315
VCSH VANGUARD SCOTTSDALE FDS1140.19%1.00%3.41%Q4 2019Q3 202315
XLF SELECT SECTOR SPDR TR15150.03%0.30%0.72%Q1 2020Q3 202315
SCCO SOUTHERN COPPER CORP1410.18%0.29%0.42%Q4 2019Q3 202315
HD HOME DEPOT INC1410.17%0.28%0.43%Q4 2019Q3 202315
GSLC GOLDMAN SACHS ETF TR15150.24%0.28%0.31%Q1 2020Q3 202315
ST SENSATA TECHNOLOGIES H...15150.18%0.25%0.42%Q4 2019Q2 202315
VZ VERIZON COMMUNICATIONS...15150.13%0.22%0.41%Q4 2019Q2 202315
PM PHILIP MORRIS INTL INC1230.16%0.20%0.29%Q4 2019Q3 202315
IHF ISHARES TR15150.00%0.05%0.06%Q1 2020Q3 202315
IXC ISHARES TR15150.02%0.04%0.26%Q1 2020Q3 202315
EFV ISHARES TR15150.02%0.04%0.29%Q1 2020Q3 202315
AMLP ALPS ETF TR14140.26%0.36%0.56%Q2 2020Q3 202314
CQP CHENIERE ENERGY PARTNE...810.16%0.29%0.50%Q4 2019Q3 202314
AMZN AMAZON COM INC13130.14%0.87%2.39%Q3 2020Q3 202313
KMX CARMAX INC13130.29%0.56%0.74%Q4 2019Q4 202213
SPYD SPDR SER TR1210.26%0.50%0.58%Q1 2020Q3 202313
MET METLIFE INC910.11%0.18%0.44%Q4 2019Q3 202313
BAM BROOKFIELD ASSET MGMT INC12120.70%0.83%1.05%Q4 2019Q3 202212
NAD NUVEEN QUALITY MUNCP I...12120.37%0.65%1.07%Q4 2019Q3 202212
WFCPRL WELLS FARGO CO NEW840.06%0.15%0.35%Q4 2019Q3 202312
VOD VODAFONE GROUP PLC NEW12120.06%0.09%0.14%Q4 2020Q3 202312
WHF WHITEHORSE FIN INC12120.08%0.09%0.11%Q4 2020Q3 202312
PAVE GLOBAL X FDS11111.13%1.57%1.91%Q1 2021Q3 202311
MS MORGAN STANLEY11110.12%0.17%0.21%Q1 2021Q3 202311
NNN NNN REIT INC710.12%0.15%0.28%Q4 2019Q2 202311
VNQ VANGUARD INDEX FDS11110.08%0.10%0.12%Q1 2021Q3 202311
SMM SALIENT MIDSTREAM & ML...11110.05%0.07%0.13%Q4 2019Q2 202211
PMO PUTNAM MUN OPPORTUNITI...10100.40%0.60%0.82%Q4 2019Q1 202210
KO COCA COLA CO810.12%0.23%0.40%Q4 2020Q3 202310
HYLS FIRST TR EXCHANGE-TRAD...10100.13%0.18%0.25%Q4 2019Q1 202210
LUMN LUMEN TECHNOLOGIES INC10100.02%0.07%0.11%Q1 2021Q2 202310
IVV ISHARES TR820.02%0.02%0.03%Q1 2021Q3 202310
NBB NUVEEN TAXABLE MUNICPL...990.42%0.58%0.76%Q4 2019Q4 20219
BYM BLACKROCK MUN INCOME Q...990.37%0.52%0.74%Q4 2019Q4 20219
VKQ INVESCO MUN TR990.38%0.50%0.69%Q4 2019Q4 20219
ISD PGIM HIGH YIELD BOND F...990.21%0.24%0.31%Q4 2019Q4 20219
EVV EATON VANCE LTD DUR IN...990.19%0.23%0.34%Q4 2019Q4 20219
LEO BNY MELLON STRATEGIC M...990.17%0.23%0.30%Q4 2019Q4 20219
FRA BLACKROCK FLOAT RATE O...990.18%0.22%0.34%Q4 2019Q4 20219
MO ALTRIA GROUP INC720.12%0.20%0.36%Q4 2019Q1 20229
VV VANGUARD INDEX FDS420.02%0.13%0.20%Q1 2021Q3 20239
VOO VANGUARD INDEX FDS420.02%0.04%0.06%Q1 2021Q3 20239
IBB ISHARES TR990.00%0.00%0.00%Q3 2021Q3 20239
MUB ISHARES TR530.03%0.48%1.28%Q4 2019Q4 20228
UL UNILEVER PLC880.13%0.36%0.74%Q4 2019Q3 20218
LLY LILLY ELI & CO880.12%0.16%0.20%Q4 2021Q3 20238
ENB ENBRIDGE INC710.12%0.15%0.20%Q4 2019Q3 20238
PMT PENNYMAC MTG INVT TR610.09%0.13%0.24%Q4 2019Q1 20228
CLXPF CYBIN INC880.01%0.02%0.03%Q4 2021Q3 20238
TSLA TESLA INC770.25%0.43%0.53%Q1 2022Q3 20237
GOOGL ALPHABET INC770.21%0.30%0.42%Q1 2022Q3 20237
WMB WILLIAMS COS INC DEL310.12%0.22%0.53%Q4 2019Q3 20237
C CITIGROUP INC610.13%0.22%0.26%Q4 2019Q3 20237
GOOG ALPHABET INC770.11%0.20%0.29%Q1 2022Q3 20237
VTWO VANGUARD SCOTTSDALE FDS770.11%0.18%0.22%Q1 2021Q3 20227
CVS CVS HEALTH CORP770.13%0.15%0.16%Q2 2021Q4 20227
IYY ISHARES TR770.06%0.08%0.09%Q4 2020Q2 20227
MOGO MOGO INC770.01%0.03%0.08%Q4 2021Q2 20237
LEN LENNAR CORP660.18%0.32%0.40%Q2 2022Q3 20236
GILD GILEAD SCIENCES INC660.17%0.30%0.35%Q2 2022Q3 20236
TAP MOLSON COORS BEVERAGE CO660.19%0.28%0.33%Q2 2022Q3 20236
BLK BLACKROCK INC660.17%0.26%0.30%Q2 2022Q3 20236
LAMR LAMAR ADVERTISING CO NEW660.16%0.23%0.26%Q2 2022Q3 20236
BACPRL BK OF AMERICA CORP420.12%0.20%0.25%Q4 2019Q1 20226
WBA WALGREENS BOOTS ALLIAN...660.13%0.18%0.23%Q2 2022Q3 20236
FEDERAL RLTY INVT TR NEW420.12%0.13%0.16%Q1 2022Q3 20236
EDD MORGAN STANLEY EM MKTS...660.05%0.11%0.15%Q4 2019Q1 20216
ELYS ELYS GAME TECHNOLOGY CORP510.02%0.08%0.13%Q1 2021Q3 20226
XBI SPDR SER TR660.01%0.04%0.14%Q2 2022Q3 20236
UP WHEELS UP EXPERIENCE INC660.01%0.02%0.09%Q4 2021Q1 20236
CVX CHEVRON CORP NEW550.19%0.20%0.22%Q3 2022Q3 20235
FRT FEDERAL RLTY INVT TR410.15%0.20%0.34%Q4 2019Q4 20215
EMB ISHARES TR550.10%0.19%0.25%Q4 2019Q4 20205
NFLX NETFLIX INC550.14%0.18%0.23%Q3 2022Q3 20235
HEI HEICO CORP NEW310.12%0.16%0.24%Q4 2019Q3 20235
TIP ISHARES TR550.11%0.14%0.18%Q3 2022Q3 20235
VTWG VANGUARD SCOTTSDALE FDS550.00%0.03%0.04%Q3 2022Q3 20235
EFAV ISHARES TR550.02%0.02%0.03%Q4 2019Q4 20205
LIT GLOBAL X FDS410.00%0.02%0.06%Q1 2021Q4 20225
AVGR AVINGER INC550.00%0.01%0.01%Q4 2019Q4 20205
PFXF VANECK ETF TRUST440.79%0.86%0.91%Q4 2022Q3 20234
VUG VANGUARD INDEX FDS440.58%0.71%0.83%Q4 2022Q3 20234
BROOKFIELD CORP440.47%0.49%0.51%Q4 2022Q3 20234
VOT VANGUARD INDEX FDS440.22%0.24%0.25%Q4 2022Q3 20234
MDT MEDTRONIC PLC440.12%0.20%0.33%Q2 2022Q1 20234
ABBV ABBVIE INC310.18%0.20%0.22%Q4 2019Q4 20204
AMJ JPMORGAN CHASE & CO440.07%0.11%0.18%Q4 2019Q3 20204
MSOS ADVISORSHARES TR310.05%0.07%0.08%Q2 2022Q2 20234
ACTG ACACIA RESH CORP440.06%0.06%0.08%Q3 2021Q2 20224
ROCKLEY PHOTONICS HOLD...440.01%0.04%0.06%Q4 2021Q3 20224
IWR ISHARES TR310.00%0.02%0.04%Q4 2019Q3 20234
FOXO TECHNOLOGIES INC310.00%0.01%0.03%Q3 2022Q3 20234
GDX VANECK ETF TRUST440.01%0.01%0.01%Q4 2022Q3 20234
IP INTERNATIONAL PAPER CO210.12%0.21%0.28%Q2 2021Q3 20223
GLD SPDR GOLD TR330.20%0.21%0.22%Q1 2022Q3 20223
FB META PLATFORMS INC210.14%0.19%0.22%Q4 2021Q2 20233
ARKK ARK ETF TR330.02%0.18%0.32%Q1 2021Q3 20213
NLY ANNALY CAP MGMT INC330.15%0.18%0.23%Q4 2019Q2 20203
DBC INVESCO DB COMMDY INDX...330.16%0.17%0.18%Q2 2022Q4 20223
PPT PUTNAM PREMIER INCOME TR330.12%0.14%0.15%Q4 2019Q2 20203
DIA SPDR DOW JONES INDL AV...330.11%0.13%0.15%Q1 2023Q3 20233
CLARUS THERAPEUTICS HL...210.01%0.08%0.14%Q3 2021Q2 20223
DM DESKTOP METAL INC210.05%0.08%0.13%Q3 2021Q2 20223
ARKW ARK ETF TR330.02%0.06%0.09%Q1 2021Q3 20213
XAIR BEYOND AIR INC330.04%0.06%0.06%Q1 2023Q3 20233
ARKF ARK ETF TR330.04%0.05%0.06%Q1 2021Q3 20213
FTF FRANKLIN LTD DURATION ...330.05%0.05%0.05%Q1 2023Q3 20233
BOTZ GLOBAL X FDS330.02%0.03%0.05%Q1 2023Q3 20233
GINKGO BIOWORKS HOLDIN...330.02%0.03%0.03%Q1 2023Q3 20233
IGV ISHARES TR210.00%0.01%0.04%Q2 2022Q1 20233
LVS LAS VEGAS SANDS CORP220.50%0.53%0.55%Q4 2019Q1 20202
AMLP ALPS ETF TR220.42%0.49%0.57%Q4 2019Q1 20202
SKT TANGER FACTORY OUTLET ...220.16%0.39%0.62%Q1 2020Q2 20202
COP CONOCOPHILLIPS110.24%0.32%0.41%Q4 2019Q2 20202
SVFA SVF INVESTMENT CORP220.28%0.28%0.29%Q4 2021Q1 20222
ESS ESSEX PPTY TR INC220.20%0.24%0.28%Q2 2022Q3 20222
INTC INTEL CORP220.23%0.24%0.25%Q2 2022Q3 20222
NVDA NVIDIA CORPORATION220.12%0.19%0.27%Q2 2023Q3 20232
BPR BROOKFIELD PPTY REIT INC220.18%0.19%0.19%Q2 2020Q3 20202
VIAC PARAMOUNT GLOBAL220.14%0.17%0.21%Q1 2022Q2 20222
IPOF SOCIAL CAPITAL HEDOSOP...220.14%0.17%0.19%Q1 2022Q2 20222
NEM NEWMONT CORP220.15%0.16%0.18%Q2 2022Q3 20222
APOLLO GLOBAL MGMT INC220.12%0.14%0.15%Q2 2023Q3 20232
POWW AMMO INC110.11%0.12%0.12%Q1 2021Q3 20212
APO APOLLO GLOBAL MGMT INC220.10%0.10%0.10%Q2 2021Q3 20212
LUMN LUMEN TECHNOLOGIES INC220.09%0.10%0.11%Q3 2020Q4 20202
VBK VANGUARD INDEX FDS220.09%0.09%0.09%Q4 2022Q1 20232
XOS INC220.07%0.09%0.10%Q3 2021Q4 20212
EGLX ENTHUSIAST GAMING HLDG...110.02%0.05%0.08%Q3 2021Q2 20222
ENSC ENSYSCE BIOSCIENCES INC220.03%0.04%0.04%Q1 2022Q2 20222
HUMACYTE INC110.02%0.02%0.03%Q2 2022Q3 20232
VTV VANGUARD INDEX FDS220.00%0.02%0.04%Q1 2022Q2 20222
BIGBEAR AI HLDGS INC220.02%0.02%0.02%Q2 2023Q3 20232
SOXX ISHARES TR110.00%0.02%0.03%Q2 2022Q4 20222
MCHI ISHARES TR110.00%0.01%0.01%Q4 2021Q4 20222
IEO ISHARES TR220.00%0.00%0.00%Q3 2022Q4 20222
BOND PIMCO ETF TR110.70%0.70%0.70%Q4 2019Q4 20191
JFR NUVEEN FLOATING RATE I...110.34%0.34%0.34%Q4 2019Q4 20191
PGF INVESCO EXCHANGE TRADE...110.32%0.32%0.32%Q1 2020Q1 20201
VMO INVESCO MUN OPPORTUNIT...110.28%0.28%0.28%Q4 2019Q4 20191
DVYE ISHARES INC110.28%0.28%0.28%Q1 2020Q1 20201
SPHD INVESCO EXCHANGE-TRADE...110.28%0.28%0.28%Q1 2020Q1 20201
DKNG DRAFTKINGS INC110.27%0.27%0.27%Q3 2020Q3 20201
KRE SPDR SER TR110.26%0.26%0.26%Q1 2023Q1 20231
MMP MAGELLAN MIDSTREAM PRT...110.26%0.26%0.26%Q4 2019Q4 20191
TFC TRUIST FINL CORP110.26%0.26%0.26%Q4 2019Q4 20191
PFG PRINCIPAL FINL GROUP INC110.25%0.25%0.25%Q4 2019Q4 20191
SDIV GLOBAL X FDS110.23%0.23%0.23%Q1 2020Q1 20201
SRNGU SOARING EAGLE ACQUISIT...110.22%0.22%0.22%Q1 2021Q1 20211
AB ALLIANCEBERNSTEIN HOLD...110.22%0.22%0.22%Q4 2019Q4 20191
UBS UBS GROUP AG110.18%0.18%0.18%Q1 2023Q1 20231
SHOP SHOPIFY INC110.16%0.16%0.16%Q3 2023Q3 20231
SE SEA LTD110.16%0.16%0.16%Q3 2023Q3 20231
WMG WARNER MUSIC GROUP CORP110.15%0.15%0.15%Q3 2023Q3 20231
ATLASSIAN CORPORATION110.14%0.14%0.14%Q3 2023Q3 20231
CHTR CHARTER COMMUNICATIONS...110.14%0.14%0.14%Q3 2023Q3 20231
INTU INTUIT110.14%0.14%0.14%Q3 2023Q3 20231
UBER UBER TECHNOLOGIES INC110.13%0.13%0.13%Q3 2023Q3 20231
ORCC OWL ROCK CAPITAL CORPO...110.13%0.13%0.13%Q3 2020Q3 20201
NOW SERVICENOW INC110.13%0.13%0.13%Q3 2023Q3 20231
AMD ADVANCED MICRO DEVICES...110.12%0.12%0.12%Q2 2023Q2 20231
EPD ENTERPRISE PRODS PARTN...110.12%0.12%0.12%Q3 2023Q3 20231
LRCX LAM RESEARCH CORP110.12%0.12%0.12%Q3 2023Q3 20231
BROOKFIELD ASSET MANAG...110.12%0.12%0.12%Q1 2023Q1 20231
KODK EASTMAN KODAK CO110.11%0.11%0.11%Q1 2021Q1 20211
SAN BANCO SANTANDER SA110.10%0.10%0.10%Q1 2020Q1 20201
TMC THE METALS COMPANY...110.10%0.10%0.10%Q3 2021Q3 20211
BMRG B RILEY PRIN MERGER CO...110.09%0.09%0.09%Q3 2020Q3 20201
BFLY BUTTERFLY NETWORK INC110.08%0.08%0.08%Q3 2021Q3 20211
MJ ETF MANAGERS TR110.07%0.07%0.07%Q1 2021Q1 20211
ADTX ADITX THERAPEUTICS INC110.06%0.06%0.06%Q3 2020Q3 20201
CIPHER MINING INC110.06%0.06%0.06%Q4 2021Q4 20211
PIXY SHIFTPIXY INC110.05%0.05%0.05%Q2 2020Q2 20201
XERS XERIS PHARMACEUTICALS INC110.05%0.05%0.05%Q2 2021Q2 20211
GDXJ VANECK ETF TRUST110.05%0.05%0.05%Q4 2022Q4 20221
CYNGN INC110.05%0.05%0.05%Q4 2021Q4 20211
VUZI VUZIX CORP110.05%0.05%0.05%Q3 2020Q3 20201
PHO INVESCO EXCHANGE TRADE...110.05%0.05%0.05%Q1 2020Q1 20201
ANH ANWORTH MORTGAGE ASSET CP110.04%0.04%0.04%Q4 2019Q4 20191
LJPC LA JOLLA PHARMACEUTICA...110.04%0.04%0.04%Q3 2020Q3 20201
LIANBIO110.04%0.04%0.04%Q3 2022Q3 20221
AWAY ETF MANAGERS TR110.04%0.04%0.04%Q1 2021Q1 20211
PGHY INVESCO EXCHANGE-TRADE...110.03%0.03%0.03%Q1 2020Q1 20201
AMTD DIGITAL INC110.03%0.03%0.03%Q3 2023Q3 20231
GNUS GENIUS BRANDS INTL INC110.03%0.03%0.03%Q3 2020Q3 20201
IVES ETF MANAGERS TR110.03%0.03%0.03%Q1 2021Q1 20211
OCUP OCUPHIRE PHARMA INC110.03%0.03%0.03%Q1 2022Q1 20221
IMTE INTEGRATED MEDIA TECHN...110.02%0.02%0.02%Q2 2022Q2 20221
TOP SHIPS INC110.02%0.02%0.02%Q3 2020Q3 20201
EOSE EOS ENERGY ENTERPRISES...110.02%0.02%0.02%Q3 2023Q3 20231
IGC INDIA GLOBALIZATION CA...110.02%0.02%0.02%Q3 2020Q3 20201
CIDM CINEDIGM CORP110.02%0.02%0.02%Q3 2020Q3 20201
CABA CABALETTA BIO INC110.02%0.02%0.02%Q1 2022Q1 20221
ECNS ISHARES TR110.01%0.01%0.01%Q4 2021Q4 20211
WTRH WAITR HLDGS INC110.01%0.01%0.01%Q3 2021Q3 20211
ENSYSCE BIOSCIENCES INC110.01%0.01%0.01%Q1 2023Q1 20231
ICLN ISHARES TR110.00%0.00%0.00%Q4 2022Q4 20221
IYE ISHARES TR110.00%0.00%0.00%Q4 2022Q4 20221
XLK SELECT SECTOR SPDR TR110.00%0.00%0.00%Q1 2020Q1 20201
URA GLOBAL X FDS110.00%0.00%0.00%Q1 2022Q1 20221
IJS ISHARES TR110.00%0.00%0.00%Q2 2021Q2 20211
XLY SELECT SECTOR SPDR TR110.00%0.00%0.00%Q1 2020Q1 20201
 Download

The securities at the top of the list , including ISHARES TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Powell Investment Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Powell Investment Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Powell Investment Advisors, LLC owns currently or has owned in the past.