Notify me when Powell Investment Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 169 | $290,472,596 | +$7,405,129 | -$4,447,269 | +$2,957,860 | IVW, IVE, IWN, IWO, QQQ | 13F-HR | 09 Feb 2026, 09:09 |
| Q3 2025 | 166 | $286,036,105 | +$5,376,011 | -$8,966,931 | -$3,590,920 | IVW, IVE, IWN, IWO, QQQ | 13F-HR | 12 Nov 2025, 18:04 |
| Q2 2025 | 167 | $266,580,951 | +$46,348,613 | -$3,714,455 | +$42,634,158 | IVW, IVE, IWN, IWO, QQQ | 13F-HR | 22 Jul 2025, 08:47 |
| Q1 2025 | 145 | $203,680,048 | +$14,830,146 | -$19,549,477 | -$4,719,331 | IVE, IVW, IWN, IWO, DVY | 13F-HR | 08 May 2025, 19:04 |
| Q4 2024 | 155 | $215,935,905 | +$7,456,050 | -$8,889,465 | -$1,433,415 | IVE, IVW, IWN, IWO, DVY | 13F-HR | 29 Jan 2025, 09:34 |
| Q3 2024 | 150 | $214,179,363 | +$12,050,098 | -$4,090,234 | +$7,959,864 | IVE, IVW, IWN, IWO, DVY | 13F-HR | 01 Nov 2024, 09:14 |
| Q2 2024 | 150 | $193,101,646 | +$8,242,178 | -$5,071,525 | +$3,170,653 | IVE, IVW, IWN, DVY, IWO | 13F-HR | 30 Jul 2024, 20:38 |
| Q1 2024 | 145 | $189,356,896 | +$2,726,749 | -$6,742,080 | -$4,015,331 | IVE, IVW, IWN, DVY, IWO | 13F-HR | 15 Apr 2024, 18:00 |
| Q4 2023 | 146 | $180,829,132 | +$6,779,066 | -$8,892,773 | -$2,113,707 | IVE, IVW, IWN, DVY, IWO | 13F-HR | 31 Jan 2024, 19:42 |
| Q3 2023 | 139 | $166,412,465 | +$5,055,891 | -$3,319,668 | +$1,736,223 | IVE, IVW, IWN, DVY, IWO | 13F-HR | 16 Oct 2023, 12:22 |
| Q2 2023 | 132 | $171,107,254 | +$1,696,622 | -$18,815,339 | -$17,118,717 | IVE, IVW, IWN, IWO, DVY | 13F-HR | 02 Aug 2023, 18:21 |
| Q1 2023 | 134 | $179,714,928 | +$5,421,644 | -$5,144,297 | +$277,347 | IVE, IVW, IWN, DVY, IWO | 13F-HR | 10 May 2023, 09:34 |
| Q4 2022 | 129 | $172,290,153 | +$22,372,811 | -$13,281,703 | +$9,091,108 | IVE, IVW, IWN, DVY, IWO | 13F-HR | 14 Feb 2023, 13:29 |
| Q3 2022 | 127 | $152,460,000 | +$7,525,324 | -$9,578,205 | -$2,052,881 | IVE, IVW, IWN, IWO, DVY | 13F-HR | 14 Nov 2022, 17:22 |
| Q2 2022 | 140 | $164,950,000 | +$24,417,819 | -$4,828,576 | +$19,589,243 | IVE, IVW, IWN, IWO, DVY | 13F-HR | 02 Aug 2022, 11:27 |
| Q1 2022 | 126 | $171,828,000 | +$15,739,396 | -$10,858,140 | +$4,881,256 | IVW, IVE, IWN, IWO, DVY | 13F-HR | 09 May 2022, 11:28 |
| Q4 2021 | 131 | $175,935,000 | +$7,620,306 | -$3,032,530 | +$4,587,776 | IVW, IVE, IWN, IWO, DVY | 13F-HR | 14 Jan 2022, 17:25 |
| Q3 2021 | 123 | $161,927,000 | +$5,154,343 | -$3,171,350 | +$1,982,993 | IVW, IVE, IWN, IWO, DVY | 13F-HR | 13 Oct 2021, 11:15 |
| Q2 2021 | 119 | $162,754,000 | +$4,592,716 | -$3,638,570 | +$954,146 | IVW, IVE, IWN, IWO, DVY | 13F-HR | 14 Jul 2021, 12:44 |
| Q1 2021 | 122 | $152,887,000 | +$14,463,735 | -$2,036,788 | +$12,426,947 | IVW, IVE, IWN, IWO, DVY | 13F-HR | 13 Apr 2021, 19:06 |
| Q4 2020 | 107 | $131,465,000 | +$18,845,993 | -$5,846,548 | +$12,999,445 | IVW, IVE, IWO, IWN, DVY | 13F-HR | 13 Jan 2021, 18:10 |
| Q3 2020 | 116 | $116,565,000 | +$11,175,911 | -$2,973,366 | +$8,202,545 | IVW, IVE, IWO, IWN, DVY | 13F-HR | 07 Oct 2020, 11:38 |
| Q2 2020 | 112 | $103,436,000 | +$14,806,882 | -$6,753,724 | +$8,053,158 | IVW, IVE, IWO, IWN, DVY | 13F-HR | 31 Jul 2020, 15:52 |
| Q1 2020 | 112 | $82,573,000 | +$12,422,129 | -$6,336,070 | +$6,086,059 | IVW, IVE, PFF, EFA, DVY | 13F-HR | 12 May 2020, 15:23 |
| Q4 2019 | 117 | $95,937,000 | $0 | $0 | $0 | IVW, IVE, EFA, PFF, VWO | 13F-HR | 10 Feb 2020, 13:04 |