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Jesse Wachs

@Powell Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$214.179MTotal holdings151
Assets growth rate10.92%Assets growth rate (2-Q avg)6.45%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Powell Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 151 positions.

Assets under management

The assets under management (AUM) of Powell Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 214.179M in assets, with a quarterly growth rate of 10.92% and a 2-quarter average growth rate of 6.45%. The portfolio is managed by Jesse Wachs, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVEIshares Tr
Recent Activity
Increased 1.28%
13.14%
$28.143M
142,735 shares@ $197.17 avg price
IVWIshares Tr
Recent Activity
Increased 3.91%
11.62%
$24.872M
259,758 shares@ $95.75 avg price
IWNIshares Tr
Recent Activity
Increased 15.79%
7.15%
$15.306M
91,749 shares@ $166.82 avg price
IWOIshares Tr
Recent Activity
Increased 18.49%
6.11%
$13.067M
46,009 shares@ $284.01 avg price
DVYIshares Tr
Recent Activity
Increased 0.01%
5.84%
$12.501M
92,552 shares@ $135.07 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 7.38%
4.94%
$10.564M
21,615 shares@ $488.76 avg price
EFAIshares Tr
Recent Activity
Decreased -1.39%
3.53%
$7.54M
90,157 shares@ $83.63 avg price
IWSIshares Tr
Recent Activity
Increased 3.82%
3.03%
$6.479M
48,994 shares@ $132.26 avg price
IWPIshares Tr
Recent Activity
Increased 4.44%
2.72%
$5.822M
49,638 shares@ $117.29 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.71%
2.7%
$5.768M
30,955 shares@ $186.33 avg price