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Powell Investment Advisors

Latest statistics and disclosures from Powell Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVW, IVE, IWN, IWO, QQQ, and represent 44.17% of Powell Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: AVGO, KO, IBIT, ETH, XLE, XLU, BN, DVY, NFLX, QQQ.
Started 9 new stock positions in AMC, RDW, AMD, BTQ, MTB, VTI, BITF, KO, ETH.
Reduced shares in these 10 stocks: CVX, , MSTR, ETHA, TXN, MP, VZ, BRK.B, IWP, AAPL.
Sold out of its positions in CVX, ETHA, MP, MSTR, TXN, VZ, DB.
Powell Investment Advisors was a net buyer of stock by $3.0M.
Powell Investment Advisors has $291M in assets under management (AUM), dropping by 1.55%.
Central Index Key (CIK): 0001802195

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Positions held by Powell Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Powell Investment Advisors

Powell Investment Advisors holds 169 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr S&p 500 Grwt Etf (IVW)	12.3	$36M		290k	123.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	11.4	$33M		156k	212.07	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	7.1	$21M		114k	181.21	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	6.7	$20M		60k	323.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.7	$19M		32k	614.30	View chart
Ishares Tr Select Divid Etf (DVY)	4.8	$14M	+2%	98k	141.14	View chart
Amazon (AMZN)	3.0	$8.8M		38k	230.82	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.6	$7.4M		53k	141.05	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.4	$7.1M		52k	136.94	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.4	$6.9M		71k	96.03	View chart
NVIDIA Corporation (NVDA)	2.3	$6.7M		36k	186.50	View chart
Goldman Sachs (GS)	2.0	$5.8M		6.5k	879.03	View chart
Tesla Motors (TSLA)	1.9	$5.6M		12k	449.72	View chart
Ishares Tr Global 100 Etf (IOO)	1.3	$3.7M		30k	126.67	View chart
Apple (AAPL)	1.3	$3.6M	-2%	13k	271.86	View chart
JPMorgan Chase & Co. (JPM)	1.1	$3.2M		9.9k	322.22	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.0	$2.8M		60k	46.31	View chart
Spdr Series Trust State Street Spd (CWB)	0.9	$2.7M		31k	89.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$2.6M		48k	53.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.4M	-7%	4.8k	502.65	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$2.3M	-2%	4.8k	487.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$2.3M	+3%	3.4k	684.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$2.0M	+7%	8.3k	246.16	View chart
Microsoft Corporation (MSFT)	0.7	$2.0M		4.1k	483.65	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.6	$1.7M	+2%	56k	30.96	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.6	$1.7M	+69%	35k	49.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.7M		5.3k	313.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$1.5M		19k	79.73	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.5	$1.5M	+32%	32k	45.89	View chart
Southern Copper Corporation (SCCO)	0.5	$1.4M		9.7k	143.47	View chart
International Business Machines (IBM)	0.5	$1.4M		4.6k	296.20	View chart
Allison Transmission Hldngs I (ALSN)	0.4	$1.2M		12k	97.90	View chart
Constellation Energy (CEG)	0.4	$1.2M		3.3k	353.27	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.4	$1.1M		24k	47.02	View chart
Broadcom (AVGO)	0.4	$1.1M	+204%	3.1k	346.10	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$1.0M		22k	48.12	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.4	$1.0M		5.1k	205.60	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.4	$1.0M	+101%	23k	44.71	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$1.0M		6.6k	154.14	View chart
Citigroup Com New (C)	0.3	$1.0M		8.6k	116.69	View chart
Cheniere Energy Partners Com Unit (CQP)	0.3	$952k		18k	53.48	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.3	$940k		53k	17.66	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$940k	-5%	17k	54.77	View chart
Lockheed Martin Corporation (LMT)	0.3	$932k		1.9k	483.67	View chart
Nano Nuclear Energy (NNE)	0.3	$927k		39k	24.01	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$916k	+15%	9.1k	100.70	View chart
Sonoco Products Company (SON)	0.3	$904k		21k	43.64	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$872k	+100%	20k	42.69	View chart
Gilead Sciences (GILD)	0.3	$864k		7.0k	122.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$847k	+16%	2.7k	313.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$845k		7.0k	120.18	View chart
Cisco Systems (CSCO)	0.3	$836k		11k	77.03	View chart
Morgan Stanley Com New (MS)	0.3	$813k		4.6k	177.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$788k		12k	66.00	View chart
Spdr Series Trust State Street Spd (XAR)	0.3	$786k		3.3k	241.24	View chart
Home Depot (HD)	0.3	$778k		2.3k	344.10	View chart
American Electric Power Company (AEP)	0.3	$774k		6.7k	115.31	View chart
Sea Sponsord Ads (SE)	0.3	$770k		6.0k	127.57	View chart
Exxon Mobil Corporation (XOM)	0.3	$765k		6.4k	120.35	View chart
Blackrock (BLK)	0.3	$758k		708.00	1070.34	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$755k		1.00	754800.00	View chart
Eli Lilly & Co. (LLY)	0.3	$734k		683.00	1074.68	View chart
Cloudflare Cl A Com (NET)	0.2	$706k		3.6k	197.15	View chart
Coca-Cola Company (KO)	0.2	$704k	NEW	10k	69.91	View chart
Consolidated Edison (ED)	0.2	$663k		6.7k	99.32	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$611k		2.8k	214.69	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$595k		3.7k	160.97	View chart
Lam Research Corp Com New (LRCX)	0.2	$593k		3.5k	171.44	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$589k		2.1k	279.14	View chart
Philip Morris International (PM)	0.2	$581k		3.6k	161.87	View chart
Meta Platforms Cl A (META)	0.2	$578k	+69%	876.00	660.26	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$573k	-6%	4.3k	132.37	View chart
General Mills (GIS)	0.2	$572k		12k	46.50	View chart
Nextera Energy (NEE)	0.2	$568k		7.1k	80.28	View chart
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC)	0.2	$562k	-9%	11k	50.60	View chart
Lamar Advertising Cl A (LAMR)	0.2	$562k		4.4k	126.58	View chart
Lennar Corp Cl A (LEN)	0.2	$554k		5.4k	102.80	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$554k		10k	54.71	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.2	$543k	NEW	19k	28.06	View chart
Spdr Series Trust State Street Spd (XBI)	0.2	$518k		4.2k	121.93	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$513k		3.5k	146.58	View chart
McDonald's Corporation (MCD)	0.2	$494k		1.6k	305.67	View chart
Oklo Com Cl A (OKLO)	0.2	$483k		6.7k	71.76	View chart
Uber Technologies (UBER)	0.2	$480k		5.9k	81.71	View chart
Johnson & Johnson (JNJ)	0.2	$480k		2.3k	206.97	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$476k		2.4k	199.70	View chart
Bristol Myers Squibb (BMY)	0.2	$467k		8.7k	53.94	View chart
At&t (T)	0.2	$450k		18k	24.84	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$448k	+9%	3.6k	124.18	View chart
Marsh & McLennan Companies	0.2	$438k		2.4k	185.52	View chart
Ford Motor Company (F)	0.2	$438k		33k	13.12	View chart
Merck & Co (MRK)	0.2	$436k		4.1k	106.11	View chart
HEICO Corporation (HEI)	0.1	$401k		1.2k	323.71	View chart
Snowflake Com Shs (SNOW)	0.1	$397k		1.8k	219.36	View chart
Apollo Global Mgmt (APO)	0.1	$392k		2.7k	144.76	View chart
Corning Incorporated (GLW)	0.1	$390k		4.5k	87.56	View chart
Williams Companies (WMB)	0.1	$373k		6.2k	60.11	View chart
Franklin Templeton (FTF)	0.1	$367k		60k	6.15	View chart
Block Cl A (XYZ)	0.1	$360k		5.5k	65.09	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.1	$356k		5.6k	63.50	View chart
Intuit (INTU)	0.1	$346k		523.00	662.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$342k	+44%	864.00	396.31	View chart
Netflix (NFLX)	0.1	$342k	+900%	3.7k	93.76	View chart
Bank of America Corporation (BAC)	0.1	$338k		6.1k	55.00	View chart
Wal-Mart Stores (WMT)	0.1	$336k		3.0k	111.64	View chart
Applied Materials (AMAT)	0.1	$323k		1.3k	256.99	View chart
Enbridge (ENB)	0.1	$315k		6.6k	47.83	View chart
Waste Management (WM)	0.1	$314k		1.4k	219.71	View chart
Molson Coors Beverage CL B (TAP)	0.1	$313k	-10%	6.7k	46.68	View chart
Servicenow (NOW)	0.1	$307k	+400%	2.0k	153.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$295k		624.00	473.30	View chart
Datadog Cl A Com (DDOG)	0.1	$292k		2.1k	135.99	View chart
Ellington Financial Inc ellington financ (EFC)	0.1	$291k		21k	13.71	View chart
Enterprise Products Partners (EPD)	0.1	$283k		8.8k	32.06	View chart
Avery Dennison Corporation (AVY)	0.1	$281k		1.5k	181.88	View chart
Tyler Technologies (TYL)	0.1	$275k	-22%	606.00	453.95	View chart
MetLife (MET)	0.1	$274k		3.5k	78.94	View chart
Wells Fargo & Company (WFC)	0.1	$263k		2.8k	93.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$262k		418.00	626.91	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$257k		9.7k	26.49	View chart
Warner Music Group Corp Com Cl A (WMG)	0.1	$257k		8.4k	30.67	View chart
Paychex (PAYX)	0.1	$250k		2.2k	112.18	View chart
Advanced Micro Devices (AMD)	0.1	$248k	NEW	1.2k	214.16	View chart
Sharplink Gaming Com New (SBET)	0.1	$239k	+148%	27k	8.94	View chart
John Hancock Tax-Advantage Dvd Incom (HTD)	0.1	$239k		10k	23.66	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$221k		4.3k	50.86	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.1	$220k		2.2k	100.80	View chart
Rivernorth Doubleline Strate (OPP)	0.1	$215k	+10%	27k	7.95	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$212k		2.5k	83.61	View chart
Global X Fds Global X Uranium (URA)	0.1	$210k	-7%	4.7k	44.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$204k		298.00	684.94	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$197k		5.4k	36.39	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$186k		973.00	190.99	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$169k		1.5k	109.91	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.1	$165k	+2%	13k	12.58	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$160k		13k	12.66	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$152k		1.8k	83.75	View chart
M&T Bank Corporation (MTB)	0.1	$151k	NEW	747.00	201.48	View chart
Redwire Corporation (RDW)	0.1	$149k	NEW	20k	7.60	View chart
Cleanspark Com New (CLSK)	0.1	$148k		15k	10.12	View chart
Lightbridge Corporation (LTBR)	0.1	$147k		12k	12.64	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$146k		620.00	235.99	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$145k	+22%	1.3k	110.15	View chart
Uranium Energy (UEC)	0.0	$135k		12k	11.68	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$122k	+155%	30k	4.09	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.0	$121k		100.00	1212.00	View chart
Btq Technologies Corp (BTQ)	0.0	$106k	NEW	21k	5.12	View chart
Vaneck Etf Trust Israel Etf (ISRA)	0.0	$103k		1.8k	58.80	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$94k		12k	8.11	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$88k	+35%	243.00	360.13	View chart
Whitehorse Finance (WHF)	0.0	$87k	+8%	12k	7.20	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$84k		1.7k	47.94	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$76k		2.0k	38.29	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.0	$74k	+30%	2.5k	29.73	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$72k		228.00	314.21	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$61k	+2%	1.5k	41.92	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$61k		533.00	113.72	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$58k	+2%	808.00	71.42	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$57k		400.00	141.16	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$52k	+14%	754.00	69.31	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$48k		501.00	96.16	View chart
Bitfarms (BITF)	0.0	$45k	NEW	19k	2.35	View chart
Amc Entmt Hldgs Cl A New (AMC)	0.0	$39k	NEW	25k	1.56	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.0	$25k		20.00	1270.15	View chart
Spdr Series Trust State Street Spd (SPTL)	0.0	$21k		788.00	26.47	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$6.8k		40.00	168.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$5.4k	NEW	16.00	335.25	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$5.0k		98.00	50.91	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$74.000000		1.00	74.00	View chart

Past Filings by Powell Investment Advisors

SEC 13F filings are viewable for Powell Investment Advisors going back to 2019

Powell Investment Advisors 2025 Q4 filed Feb. 9, 2026
Powell Investment Advisors 2025 Q3 filed Nov. 13, 2025
Powell Investment Advisors 2025 Q2 filed July 22, 2025
Powell Investment Advisors 2025 Q1 filed May 9, 2025
Powell Investment Advisors 2024 Q4 filed Jan. 29, 2025
Powell Investment Advisors 2024 Q3 filed Nov. 1, 2024
Powell Investment Advisors 2024 Q2 filed July 31, 2024
Powell Investment Advisors 2024 Q1 filed April 16, 2024
Powell Investment Advisors 2023 Q4 filed Feb. 1, 2024
Powell Investment Advisors 2023 Q3 filed Oct. 16, 2023
Powell Investment Advisors 2023 Q2 filed Aug. 3, 2023
Powell Investment Advisors 2023 Q1 filed May 10, 2023
Powell Investment Advisors 2022 Q4 filed Feb. 14, 2023
Powell Investment Advisors 2022 Q3 filed Nov. 14, 2022
Powell Investment Advisors 2022 Q2 filed Aug. 2, 2022
Powell Investment Advisors 2022 Q1 filed May 9, 2022

View all past filings

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