Powell Investment Advisors

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

Portfolio Holdings for Powell Investment Advisors

Companies in the Powell Investment Advisors portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ishares Tr S&p 500 Grwt Etf (IVW) 12.53 62.45k +22% 207.48
Ishares Tr S&p 500 Val Etf (IVE) 10.64 101.73k +30% 108.21
Ishares Tr Rus 2000 Grw Etf (IWO) 6.62 33.09k +32% 206.87
Ishares Tr Rus 2000 Val Etf (IWN) 5.92 62.80k +38% 97.47
Ishares Tr Select Divid Etf (DVY) 5.37 68.82k +23% 80.72
Ishares Tr Msci Eafe Etf (EFA) 4.95 84.08k +3% 60.87
Ishares Tr Pfd And Incm Sec (PFF) 4.93 147.27k +3% 34.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.67 121.91k +5% 39.61
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.35 15.38k +3% 158.15
Ishares Tr Rus Mdcp Val Etf (IWS) 1.97 26.68k +16% 76.53
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 1.92 32.84k -5% 60.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.70 7.08k -63% 247.85
Liberty Broadband Corp Com Ser C (LBRDK) 1.43 11.97k 123.94
Goldman Sachs (GS) 1.33 6.98k +139% 197.56
Cable One (CABO) 1.30 755 1774.83
Nuveen Insd Dividend Advantage (NVG) 1.10 74.22k 15.35
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.07 10.88k +158% 101.73
Nuveen Div. Advantage Muni. Fund (NAD) 0.88 64.59k 14.07
Apple (AAPL) 0.87 2.47k 364.63
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.83 26.04k +49% 32.91
Sonoco Products Company (SON) 0.82 16.30k 52.26
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.71 56.95k 12.84
CarMax (KMX) 0.70 8.07k 89.57
Nuveen Build Amer Bd (NBB) 0.68 32.49k 21.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.65 2.16k -16% 309.72
Unilever Spon Adr New (UL) 0.64 12.15k 54.90
Nextera Energy (NEE) 0.63 2.71k 240.22
At&t (T) 0.62 21.33k 30.23
BlackRock Insured Municipal Income Trust (BYM) 0.61 46.18k 13.75
Allison Transmission Hldngs I (ALSN) 0.61 17.25k 36.75
American Electric Power Company (AEP) 0.61 7.92k 79.68
Aberdeen Std Precious Metals Physcl Pm Basket (GLTR) 0.59 7.35k -18% 83.57
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.57 10.45k 56.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.57 7.11k 82.71
Invesco Van Kampen Municipal Trust (VKQ) 0.53 46.71k 11.75
General Mills (GIS) 0.50 8.46k 61.61
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.49 34.52k 14.83
Cisco Systems (CSCO) 0.48 10.72k 46.65
Alps Etf Tr Alerian Mlp 0.44 18.64k NEW 24.68
Tyler Technologies (TYL) 0.44 1.30k 347.13
Pfizer (PFE) 0.43 13.64k 32.71
Microsoft Corporation (MSFT) 0.42 2.14k -11% 203.65
McDonald's Corporation (MCD) 0.42 2.33k 184.55
Exxon Mobil Corporation (XOM) 0.41 9.48k 44.71
Charles Schwab Corporation (SCHW) 0.38 11.71k 33.72
Bristol Myers Squibb (BMY) 0.37 6.54k 58.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.36 2.11k +12% 178.59
Consolidated Edison (ED) 0.36 5.13k 71.97
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.35 276 +20% 1297.10
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.34 4.33k 81.66
Verizon Communications (VZ) 0.33 6.22k 55.11
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.33 3.42k +1196% 99.91
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.32 6.17k 53.97
Ford Motor Company (F) 0.31 51.98k -11% 6.08
Waste Management (WM) 0.30 2.97k 105.76
Johnson & Johnson (JNJ) 0.30 2.21k 140.72
JPMorgan Chase & Co. (JPM) 0.30 3.29k 94.08
Merck & Co (MRK) 0.30 3.95k 77.97
MetLife (MET) 0.30 8.42k 36.56
Blackstone Group Com Cl A (BX) 0.30 5.41k 56.74
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.29 5.94k 50.52
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.29 4.73k 62.61
Williams Companies (WMB) 0.28 15.28k 19.04
Lockheed Martin Corporation (LMT) 0.28 791 365.36
Sensata Technologies Hldng P SHS (ST) 0.27 7.56k 37.16
Altria (MO) 0.26 6.79k 40.06
Avery Dennison Corporation (AVY) 0.26 2.38k 113.91
Tekla Life Sciences Invs Sh Ben Int (HQL) 0.26 14.73k 17.99
Pgim Short Duration High Yie (ISD) 0.25 19.86k +2% 13.24
Bny Mellon Strategic Muns (LEO) 0.25 33.71k 7.77
Marsh & McLennan Companies (MMC) 0.24 2.35k 107.23
Eaton Vance Limited Duration Income Fund (EVV) 0.24 22.06k +2% 11.29
ConocoPhillips (COP) 0.24 5.94k NEW 41.94
Paychex (PAYX) 0.24 3.29k 75.75
Southern Copper Corporation (SCCO) 0.24 6.27k NEW 39.73
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) 0.24 181 +14% 1359.12
John Hancock Tax-Advantage Dvd Incom (HTD) 0.23 12.50k 19.27
BlackRock Floating Rate Income Strat. Fn (FRA) 0.23 21.29k +2% 11.18
Home Depot (HD) 0.23 952 NEW 250.00
Select Sector Spdr Tr Energy (XLE) 0.22 6.11k 37.83
Abbvie (ABBV) 0.22 2.34k NEW 97.99
Philip Morris International (PM) 0.22 3.19k 71.25
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.22 4.86k 45.93
International Business Machines (IBM) 0.21 1.84k 120.65
Cheniere Energy Partners Com Unit (CQP) 0.21 6.21k NEW 34.92
Ishares Tr Jpmorgan Usd Emg (EMB) 0.20 1.87k 109.39
Wells Fargo & Company (WFC) 0.19 7.62k 25.57
Ishares Tr Russell 2000 Etf (IWM) 0.18 1.33k 143.29
Brookfield Ppty Reit Cl A (BPYU) 0.18 18.48k NEW 9.96
PennyMac Mortgage Investment Trust (PMT) 0.16 9.44k NEW 17.58
Tanger Factory Outlet Centers (SKT) 0.16 23.02k -77% 7.12
Annaly Capital Management (NLY) 0.16 23.94k +4% 6.77
Ishares Tr Core S&p Scp Etf (IJR) 0.15 2.19k 68.46
Ishares Tr Core S&p Mcp Etf (IJH) 0.14 834 177.46
Bank of America Corporation (BAC) 0.14 6.11k 23.73
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.13 5.75k +338% 23.15
Putnam Premier Income Tr Sh Ben Int (PPT) 0.12 26.24k 4.76
Morgan Stanley Emerging Markets Domestic (EDD) 0.11 20.10k 5.77
Ishares Tr Msci Emg Mkt Etf (EEM) 0.11 2.81k 39.89
Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 0.10 7.81k 13.19
Ishares Tr Global 100 Etf (IOO) 0.10 1.88k 52.60
Salient Midstream & M Sh Ben Int (SMM) 0.06 16.32k 4.10
Shiftpixy Com New (PIXY) 0.05 10.00k NEW 5.40
Ishares Tr U.s. Tech Etf (IYW) 0.04 147 272.11
Ishares Tr National Mun Etf (MUB) 0.03 311 115.76
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.03 155 193.55
Ishares Tr Eafe Value Etf (EFV) 0.03 641 -90% 40.56
Ishares Tr Min Vol Eafe Etf (EFAV) 0.02 370 64.86
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.02 181 132.60
Ishares Tr Global Energ Etf (IXC) 0.02 1.15k -91% 19.93
Avinger (AVGR) 0.00 11.41k 0.35
Ishares Tr Rus Mid Cap Etf (IWR) 0.00 75 -62% 53.33
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Past Filings by Powell Investment Advisors

View past SEC 13F filings by Powell Investment Advisors

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