Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 46.56% of Powell Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG, INTC, QQQ, SPCX, NASA, IWF, PFF, NUE, EW, IVE.
Started 13 new stock positions in FNDX, IGF, EW, ARKG, PYLD, NASA, SCZ, ARKQ, NUE, ARKX. INTC, PURR, SPCX.
Reduced shares in these 10 stocks: SPY, IVW, , CEG, BN, NNE, CVX, MSFT, IGV, GIS.
Sold out of its positions in BTQ, CVX, CEG, Etf Opportunities Trust, NUKZ, ROBO, XOM, FETH, FSOL, GIS. INTU, FLOT, MSTR, TAP, NNE, RDW, NOW, Airwa, TYL, VZ.
Powell Investment Advisors was a net seller of stock by $-11M.
Powell Investment Advisors has $317M in assets under management (AUM), dropping by 9.19%.
Central Index Key (CIK): 0001802195

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Powell Investment Advisors

Powell Investment Advisors holds 167 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr S&p 500 Grwt Etf (IVW)	12.1	$38M	-3%	279k	137.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	11.4	$36M		159k	227.06	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	8.0	$26M		115k	221.20	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	7.5	$24M		61k	393.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.5	$24M		32k	737.22	View chart
Ishares Tr Select Divid Etf (DVY)	4.9	$16M		99k	156.30	View chart
Amazon (AMZN)	2.8	$9.0M		38k	238.34	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.8	$8.8M		53k	164.60	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.4	$7.6M		52k	146.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.3	$7.4M		71k	103.88	View chart
NVIDIA Corporation (NVDA)	2.2	$6.9M	-3%	35k	200.09	View chart
Goldman Sachs (GS)	2.1	$6.7M		6.6k	1011.43	View chart
Tesla Motors (TSLA)	1.8	$5.6M		13k	420.60	View chart
Apple (AAPL)	1.3	$4.1M		14k	289.35	View chart
Ishares Tr Global 100 Etf (IOO)	1.3	$4.1M		30k	136.60	View chart
Spdr Series Trust St Str Conv Etf (CWB)	1.0	$3.3M		30k	107.82	View chart
JPMorgan Chase & Co. (JPM)	1.0	$3.1M	-4%	9.5k	327.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$2.9M		49k	59.69	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$2.6M	-55%	3.5k	748.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$2.5M	+500%	29k	86.14	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.8	$2.5M	-5%	54k	45.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.2M	-2%	4.4k	500.39	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$2.2M	-2%	7.2k	300.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.0M	+4%	5.5k	357.37	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.6	$2.0M	+12%	65k	30.49	View chart
Southern Copper Corporation (SCCO)	0.5	$1.7M		9.9k	174.26	View chart
Microsoft Corporation (MSFT)	0.5	$1.6M	-30%	4.2k	373.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$1.5M		19k	79.03	View chart
Lam Research Corp Com New (LRCX)	0.5	$1.5M		3.5k	433.59	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.4	$1.4M		5.0k	283.78	View chart
Allison Transmission Hldngs I (ALSN)	0.4	$1.4M		12k	112.74	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$1.3M	-26%	39k	33.29	View chart
International Business Machines (IBM)	0.4	$1.3M		4.6k	281.20	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$1.3M		22k	59.02	View chart
Cisco Systems (CSCO)	0.4	$1.3M		11k	117.46	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.4	$1.2M		23k	53.11	View chart
Citigroup Com New (C)	0.4	$1.2M		8.6k	139.96	View chart
Broadcom (AVGO)	0.4	$1.2M		3.1k	377.75	View chart
Sonoco Products Company (SON)	0.4	$1.2M		21k	56.35	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$1.2M		4.9k	242.40	View chart
Cheniere Energy Partners Com Unit (CQP)	0.4	$1.1M		18k	60.95	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$1.1M		21k	51.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.0M		7.1k	148.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.0M	+13%	2.9k	353.33	View chart
Lockheed Martin Corporation (LMT)	0.3	$982k		1.9k	509.46	View chart
Morgan Stanley Com New (MS)	0.3	$968k		4.6k	209.05	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.3	$950k		53k	17.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$929k		12k	77.11	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$926k		20k	45.34	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$919k		9.1k	100.81	View chart
American Electric Power Company (AEP)	0.3	$918k		6.7k	136.81	View chart
Applied Materials (AMAT)	0.3	$908k		1.3k	723.00	View chart
Gilead Sciences (GILD)	0.3	$889k		7.0k	126.34	View chart
Cloudflare Cl A Com (NET)	0.3	$879k		3.6k	245.28	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$874k		16k	53.61	View chart
Eli Lilly & Co. (LLY)	0.3	$819k		683.00	1199.43	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$800k		6.8k	117.67	View chart
Home Depot (HD)	0.3	$797k		2.3k	352.68	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$749k		1.00	748850.00	View chart
Consolidated Edison (ED)	0.2	$738k		6.7k	110.63	View chart
Coca-Cola Company (KO)	0.2	$710k		8.7k	81.80	View chart
Lamar Advertising Cl A (LAMR)	0.2	$692k		4.4k	155.98	View chart
Blackrock (BLK)	0.2	$681k		708.00	961.56	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.2	$672k		4.2k	158.25	View chart
Philip Morris International (PM)	0.2	$654k		3.6k	182.38	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$646k		2.1k	306.30	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$636k		9.3k	68.41	View chart
Corning Incorporated (GLW)	0.2	$628k		2.5k	255.43	View chart
Nextera Energy (NEE)	0.2	$621k		7.1k	87.77	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$614k		4.3k	141.89	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$602k		2.4k	252.24	View chart
Johnson & Johnson (JNJ)	0.2	$589k		2.3k	253.93	View chart
Sea Sponsord Ads (SE)	0.2	$579k		6.0k	95.83	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.2	$573k	-37%	3.2k	181.15	View chart
Datadog Cl A Com (DDOG)	0.2	$559k		2.1k	260.36	View chart
HEICO Corporation (HEI)	0.2	$540k		1.5k	356.16	View chart
Merck & Co (MRK)	0.2	$532k		4.1k	129.35	View chart
Bristol Myers Squibb (BMY)	0.2	$499k		8.7k	57.62	View chart
Lennar Corp Cl A (LEN)	0.2	$488k		5.4k	90.49	View chart
Intel Corporation (INTC)	0.2	$476k	NEW	3.4k	139.63	View chart
Williams Companies (WMB)	0.1	$461k		6.2k	74.34	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.1	$460k	+3%	4.0k	115.97	View chart
Snowflake Com Shs (SNOW)	0.1	$460k		1.8k	254.50	View chart
Ford Motor Company (F)	0.1	$448k	-3%	32k	13.90	View chart
McDonald's Corporation (MCD)	0.1	$437k		1.6k	270.38	View chart
Uber Technologies (UBER)	0.1	$424k		5.9k	72.16	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$422k		3.7k	114.18	View chart
Block Cl A (XYZ)	0.1	$420k		5.5k	76.00	View chart
Marsh & McLennan Companies (MRSH)	0.1	$393k		2.4k	166.67	View chart
Advanced Micro Devices (AMD)	0.1	$382k	-43%	658.00	580.91	View chart
At&t (T)	0.1	$381k		18k	20.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$361k	-18%	981.00	368.38	View chart
Enbridge (ENB)	0.1	$357k		6.6k	54.21	View chart
Oklo Com Cl A (OKLO)	0.1	$352k		6.7k	52.33	View chart
Bank of America Corporation (BAC)	0.1	$350k		6.1k	56.98	View chart
Franklin Templeton (FTF)	0.1	$349k		60k	5.79	View chart
Apollo Global Mgmt (APO)	0.1	$343k		2.9k	118.31	View chart
Wal-Mart Stores (WMT)	0.1	$341k		3.0k	113.26	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$340k		3.5k	97.03	View chart
Enterprise Products Partners (EPD)	0.1	$334k		9.1k	36.76	View chart
Waste Management (WM)	0.1	$318k		1.4k	222.88	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$310k	+300%	2.5k	124.17	View chart
MetLife (MET)	0.1	$294k		3.5k	84.61	View chart
Ellington Financial Inc ellington financ (EFC)	0.1	$292k		21k	13.74	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$279k	-74%	6.6k	42.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$277k	-7%	403.00	687.25	View chart
Meta Platforms Cl A (META)	0.1	$274k	-45%	486.00	563.29	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.1	$270k		2.2k	123.44	View chart
Netflix (NFLX)	0.1	$261k		3.7k	71.40	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$260k		9.8k	26.50	View chart
John Hancock Tax-Advantage Dvd Incom (HTD)	0.1	$257k		10k	25.49	View chart
Avery Dennison Corporation (AVY)	0.1	$251k		1.5k	162.35	View chart
Wells Fargo & Company (WFC)	0.1	$250k		3.0k	82.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$247k	+10%	330.00	749.04	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$241k	NEW	1.4k	170.86	View chart
Tema Etf Trust Space Innov Etf (NASA)	0.1	$237k	NEW	7.8k	30.38	View chart
Warner Music Group Corp Com Cl A (WMG)	0.1	$229k		8.5k	27.07	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$226k	+12%	345.00	655.89	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$225k		2.5k	88.54	View chart
Paychex (PAYX)	0.1	$219k		2.2k	98.33	View chart
Rivernorth Doubleline Strate (OPP)	0.1	$213k		28k	7.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$212k		973.00	217.93	View chart
Global X Fds Global X Uranium (URA)	0.1	$210k		4.8k	43.70	View chart
Nucor Corporation (NUE)	0.1	$210k	NEW	939.00	223.26	View chart
Cleanspark Com New (CLSK)	0.1	$209k		14k	14.55	View chart
Edwards Lifesciences (EW)	0.1	$207k	NEW	2.3k	90.46	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$205k		5.4k	37.96	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$178k		620.00	287.68	View chart
M&T Bank Corporation (MTB)	0.1	$178k		747.00	238.01	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.1	$172k		14k	12.76	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$169k		1.5k	109.43	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.1	$167k	NEW	4.0k	42.06	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$155k	-74%	1.7k	90.60	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$150k		1.8k	82.65	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$136k		1.2k	109.07	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$131k		10k	12.88	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$124k	+9%	34k	3.67	View chart
Uranium Energy (UEC)	0.0	$120k		11k	10.66	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.0	$117k	+12%	3.0k	38.64	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.0	$116k		100.00	1157.00	View chart
Vaneck Etf Trust Israel Etf (ISRA)	0.0	$114k		1.8k	64.87	View chart
Lightbridge Corporation (LTBR)	0.0	$102k		12k	8.79	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.0	$102k	NEW	773.00	132.22	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$98k	+5%	12k	7.94	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$97k		1.7k	55.33	View chart
Hyperliquid Strategies (PURR)	0.0	$94k	NEW	12k	7.87	View chart
Ark Etf Tr Space & Defense (ARKX)	0.0	$90k	NEW	2.6k	34.12	View chart
Whitehorse Finance (WHF)	0.0	$84k		12k	6.95	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$78k		228.00	343.75	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$73k		1.5k	49.13	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$73k		533.00	136.68	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$71k		400.00	178.60	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$69k	NEW	2.2k	31.10	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$64k	+2%	830.00	76.52	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$63k		2.0k	31.60	View chart
Sharplink Com New (SBET)	0.0	$62k	-40%	13k	4.80	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$50k	+4%	524.00	94.57	View chart
Amc Entmt Hldgs Cl A New (AMC)	0.0	$48k		25k	1.90	View chart
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL)	0.0	$25k		20.00	1254.50	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.0	$21k		788.00	26.23	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$7.6k		40.00	190.20	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$6.4k		98.00	65.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$5.9k		16.00	370.06	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$1.3k	NEW	48.00	26.52	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$1.1k	NEW	13.00	82.31	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$866.000200	NEW	13.00	66.62	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$75.000000		1.00	75.00	View chart

Past Filings by Powell Investment Advisors

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

Powell Investment Advisors 2026 Q2 filed July 29, 2026
Powell Investment Advisors 2026 Q1 filed April 23, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z