Powell Investment Advisors, LLC Purchases in Q3 2024

Powell Investment Advisors, LLC

  • $211 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWN
Ishares Russell2000 Val ETF

ETFs
12.5K
+ 15.79%
$150.05 - $171.34 $1.88M - $2.14M
91.7K $15.3M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
7.18K
+ 18.48%
$256.4 - $289.78 $1.84M - $2.08M
46K $13.1M
IVE
Ishares S&P 500 Value ETF

ETFs
1.8K
+ 1.28%
$181.06 - $197.17 $326K - $355K
143K $28.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.76K
+ 3.9%
$84.77 - $97.13 $827K - $948K
260K $24.9M
DVY
Ishares Tr

ETFs
2
+ 0.0%
$119.99 - $135.74 $240 - $271
92.6K $12.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.48K
+ 7.37%
$434.77 - $502.96 $645K - $746K
21.6K $10.5M
USO
United States Oil Fund, LP

ETFs
15.1K
+ 54.99%
$66.96 - $81.54 $1.01M - $1.23M
42.6K $2.98M
IWS
Ishares Russell Midcap Value E

ETFs
1.8K
+ 3.81%
$119.52 - $132.25 $215K - $238K
49K $6.48M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.11K
+ 4.44%
$103.87 - $117.59 $219K - $248K
49.6K $5.82M
NVDA
Nvidia Corp

Technology
4.64K
+ 39.36%
$98.91 - $134.91 $459K - $626K
16.4K $1.99M
TSLA
Tesla, Inc.

Consumer Cyclical
700
+ 15.15%
$191.76 - $263.26 $134K - $184K
5.32K $1.39M
GS
Goldman Sachs Group Inc

Financial Services
589
+ 15.11%
$459.02 - $510.25 $270K - $301K
4.49K $2.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
241
+ 5.29%
$405.19 - $478.57 $97.7K - $115K
4.8K $2.21M
EFC
Ellington Financial Inc.

Real Estate
21.2K
New
$11.87 - $13.38 $252K - $284K
21.2K $273K
PFE
Pfizer Inc

Healthcare
8.69K
+ 64.21%
$27.7 - $31.39 $241K - $273K
22.2K $643K
WMT
Walmart Inc.

Consumer Defensive
3.01K
New
$66.91 - $81.4 $201K - $245K
3.01K $242K
IBM
International Business Machines Corp

Technology
2
+ 0.04%
$175.1 - $223.38 $350 - $447
4.57K $1.01M
SQ
Block, Inc.

Technology
3.06K
New
$57.21 - $72.07 $175K - $221K
3.06K $205K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.7K
New
$64.35 - $75.71 $174K - $205K
2.7K $199K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.82K
+ 56.88%
$79.29 - $84.02 $144K - $153K
5.02K $420K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
999
+ 26.46%
$105.53 - $118.34 $105K - $118K
4.78K $558K
GIS
General Mills Inc

Consumer Defensive
72
+ 0.61%
$62.5 - $75.15 $4.5K - $5.41K
11.8K $874K
PFF
Ishares Trust Ishares Pfd And

ETFs
780
+ 1.41%
$31.18 - $33.5 $24.3K - $26.1K
56.1K $1.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.03%
$517.38 - $573.86 $517 - $574
3.16K $1.81M
URA
Global X Uranium ETF

ETFs
3.17K
New
$23.18 - $31.26 $73.4K - $98.9K
3.17K $90K
SON
Sonoco Products CO

Consumer Cyclical
142
+ 0.72%
$48.33 - $56.57 $6.86K - $8.03K
19.8K $1.08M
SCCO
Southern Copper Corp

Basic Materials
51
+ 0.55%
$94.1 - $120.43 $4.8K - $6.14K
9.32K $1.08M
JPM
Jpmorgan Chase & CO

Financial Services
40
+ 0.56%
$194.9 - $224.8 $7.8K - $8.99K
7.12K $1.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
645
+ 8.78%
$57.32 - $62.65 $37K - $40.4K
7.99K $497K
XLF
Financial Sector Spdr

ETFs
19
+ 0.12%
$40.84 - $45.74 $776 - $869
16K $725K
T
At&T Inc.

Communication Services
190
+ 1.12%
$18.21 - $22.28 $3.46K - $4.23K
17.1K $376K
VUG
Vanguard Growth ETF

ETFs
3
+ 0.06%
$341.08 - $391.94 $1.02K - $1.18K
4.91K $1.89M
IEF
Ishares Barclays

ETFs
501
New
$92.67 - $99.14 $46.4K - $49.7K
501 $49K
NOW
Service Now, Inc.

Technology
4
+ 1.01%
$730.87 - $937.36 $2.92K - $3.75K
401 $358K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
5.84K
New
$6.05 - $7.89 $35.3K - $46K
5.84K $41K
JNJ
Johnson & Johnson

Healthcare
26
+ 1.15%
$145.48 - $167.38 $3.78K - $4.35K
2.28K $369K
MS
Morgan Stanley

Financial Services
95
+ 2.19%
$92.07 - $106.96 $8.75K - $10.2K
4.43K $461K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
610
+ 1.22%
$2.06 - $2.96 $1.26K - $1.81K
50.6K $144K
KO
Coca Cola CO

Consumer Defensive
1
+ 0.03%
$62.69 - $73.01 $62.7 - $73
3.35K $240K
NFLX
Netflix Inc

Communication Services
20
+ 5.36%
$598.55 - $722.26 $12K - $14.4K
393 $278K
XOM
Exxon Mobil Corp

Energy
100
+ 1.61%
$109.72 - $119.0 $11K - $11.9K
6.3K $738K
SPTL
Spdr Portfolio Long Term Treas

ETFs
788
New
$26.69 - $29.87 $21K - $23.5K
788 $22K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
41
+ 0.21%
$12.25 - $13.39 $502 - $549
19.5K $260K
LQD
Ishares Iboxx $ Investment Gra

ETFs
21
+ 1.06%
$106.11 - $113.72 $2.23K - $2.39K
2K $226K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.26%
$475.2 - $527.7 $475 - $528
388 $204K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
198
+ 1.68%
$12.25 - $13.1 $2.43K - $2.59K
12K $156K
CQP
Cheniere Energy Partners, L.P.

Energy
273
+ 1.68%
$47.4 - $54.36 $12.9K - $14.8K
16.6K $806K
WMG
Warner Music Group Corp.

Communication Services
51
+ 0.63%
$27.51 - $32.17 $1.4K - $1.64K
8.12K $253K
EPD
Enterprise Products Partners L.P.

Energy
145
+ 1.82%
$27.88 - $30.0 $4.04K - $4.35K
8.13K $236K
Activity Summary
Buys All Purchases 66 New Holdings 13 Increased Positions 53 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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