Powell Investment Advisors, LLC Sells in Q3 2025

Powell Investment Advisors, LLC

  • $277 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-6.61K
- 34.65%
$293.94 - $444.72 $1.94M - $2.94M
12.5K $5.54M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-3.34K
- 21.66%
$84.43 - $97.93 $282K - $327K
12.1K $1.03M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.45K
- 3.68%
$211.65 - $238.24 $307K - $345K
37.9K $8.32M
TYL
Tyler Technologies Inc

Technology
-270
- 25.74%
$522.22 - $611.76 $141K - $165K
779 $407K
MSTR
Microstrategy Inc

Technology
-62
- 4.92%
$300.7 - $455.9 $18.6K - $28.3K
1.2K $385K
NFLX
Netflix Inc

Communication Services
-28
- 7.12%
$1147.87 - $1297.18 $32.1K - $36.3K
365 $437K
AVY
Avery Dennison Corp

Industrials
-160
- 9.39%
$158.71 - $184.63 $25.4K - $29.5K
1.54K $250K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-8.42K
- 42.05%
$4.52 - $6.54 $38.1K - $55.1K
11.6K $56K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.46K
- 2.38%
$45.26 - $46.63 $66.1K - $68.1K
59.9K $2.77M
BOTZ
Global X Fds

ETFs
-1.59K
- 22.74%
$32.14 - $35.96 $51.1K - $57.2K
5.4K $191K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.56K
- 2.88%
$137.51 - $145.26 $214K - $226K
52.5K $7.48M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.21K
- 3.86%
$30.67 - $32.13 $67.8K - $71.1K
55K $1.74M
Brookfield Corp
-1.51K
- 5.86%
N/A
24.2K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-149
- 2.81%
$459.11 - $506.91 $68.4K - $75.5K
5.16K $2.59M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7
- 0.06%
$62.09 - $66.51 $435 - $466
11.9K $775K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-582
- 10.32%
$138.31 - $165.45 $80.5K - $96.3K
5.06K $836K
PAVE
Global X Fds Us Infrastructure

ETFs
-81
- 0.37%
$44.02 - $47.63 $3.57K - $3.86K
21.8K $1.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
-53
- 1.59%
$617.65 - $666.84 $32.7K - $35.3K
3.28K $2.18M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.34K
- 1.84%
$87.29 - $93.61 $117K - $126K
71.7K $6.69M
IWM
Ishares Russell 2000 ETF

ETFs
-129
- 1.64%
$214.92 - $244.84 $27.7K - $31.6K
7.72K $1.87M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-608
- 1.27%
$49.43 - $54.52 $30.1K - $33.1K
47.1K $2.55M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-25
- 0.08%
$82.29 - $90.77 $2.06K - $2.27K
30.5K $2.76M
IWS
Ishares Russell Midcap Value E

ETFs
-585
- 1.1%
$132.83 - $140.61 $77.7K - $82.3K
52.8K $7.37M
IOO
Ishares Tr Global 100 ETF

ETFs
-82
- 0.28%
$107.55 - $120.01 $8.82K - $9.84K
29.3K $3.51M
AAPL
Apple Inc.

Technology
-651
- 4.52%
$202.38 - $256.87 $132K - $167K
13.8K $3.5M
IVE
Ishares S&P 500 Value ETF

ETFs
-4.37K
- 2.72%
$194.44 - $206.51 $849K - $901K
156K $32.2M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.23K
- 1.99%
$284.45 - $324.95 $351K - $401K
60.6K $19.4M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.11K
- 0.97%
$157.1 - $178.94 $175K - $199K
114K $20.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.37K
- 0.81%
$108.97 - $121.65 $259K - $289K
290K $35.1M
Activity Summary
Buys All Purchases 54 New Holdings 12 Increased Positions 42 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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