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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 IVE, IVW, IWN, IWO, QQQ, and represent 43.23% of Powell Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY, CVX, MSFT, IBIT, IGV, IVE, XAR, ITA, FETH, TSLA.
Started 8 new stock positions in CVX, FETH, VZ, FSOL, YYAI, IGV, MSTR, Etf Opportunities Trust.
Reduced shares in these 10 stocks: EZBC, ETH, GLW, BN, IWM, AMLP, FBND, BRK.B, KO, QQQ.
Sold out of its positions in Bitfarms, EZBC, ETH.
Powell Investment Advisors was a net buyer of stock by $7.3M.
Powell Investment Advisors has $290M in assets under management (AUM), dropping by -0.13%.
Central Index Key (CIK): 0001802195

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Portfolio Holdings for Powell Investment Advisors

Powell Investment Advisors holds 174 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr S&p 500 Val Etf (IVE)	11.5	$33M		158k	211.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	11.3	$33M		290k	113.11	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	7.5	$22M		115k	189.59	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	6.6	$19M		61k	313.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.3	$18M		32k	577.19	View chart
Ishares Tr Select Divid Etf (DVY)	5.1	$15M		99k	151.41	View chart
Amazon (AMZN)	2.7	$7.9M		38k	208.27	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.7	$7.7M		53k	145.74	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.4	$6.9M		71k	97.13	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.3	$6.7M		52k	128.12	View chart
NVIDIA Corporation (NVDA)	2.2	$6.3M		36k	174.41	View chart
Goldman Sachs (GS)	1.9	$5.6M		6.6k	846.04	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.8	$5.2M	+133%	7.9k	652.11	View chart
Tesla Motors (TSLA)	1.7	$5.0M	+8%	13k	371.75	View chart
Apple (AAPL)	1.3	$3.6M	+7%	14k	253.79	View chart
Ishares Tr Global 100 Etf (IOO)	1.2	$3.6M		30k	120.97	View chart
JPMorgan Chase & Co. (JPM)	1.0	$2.9M		9.9k	294.16	View chart
Spdr Series Trust State Street Spd (CWB)	1.0	$2.8M		30k	91.52	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.9	$2.6M	-4%	57k	45.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$2.6M		48k	54.05	View chart
Microsoft Corporation (MSFT)	0.8	$2.2M	+48%	6.0k	370.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.2M	-4%	4.5k	479.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$2.1M		4.8k	436.81	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.7	$2.0M	+53%	53k	38.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$1.8M	-11%	7.4k	248.01	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.6	$1.7M		57k	30.32	View chart
Southern Copper Corporation (SCCO)	0.6	$1.7M		9.8k	172.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.5M		5.3k	287.56	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$1.5M		19k	79.27	View chart
Allison Transmission Hldngs I (ALSN)	0.5	$1.4M		12k	117.06	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.5	$1.4M		23k	61.26	View chart
Spdr Series Trust State Street Spd (XAR)	0.4	$1.3M	+53%	5.0k	253.97	View chart
Cheniere Energy Partners Com Unit (CQP)	0.4	$1.2M		18k	64.63	View chart
Lockheed Martin Corporation (LMT)	0.4	$1.2M		1.9k	604.39	View chart
Sonoco Products Company (SON)	0.4	$1.1M		21k	54.09	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.4	$1.1M	-11%	21k	52.64	View chart
International Business Machines (IBM)	0.4	$1.1M		4.6k	242.39	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$1.1M		22k	50.81	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.4	$1.1M		5.1k	218.72	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.1M		6.4k	169.66	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$1.1M	+71%	4.9k	218.76	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.4	$1.0M	-20%	26k	40.47	View chart
Gilead Sciences (GILD)	0.3	$981k		7.0k	139.37	View chart
Citigroup Com New (C)	0.3	$979k		8.6k	113.41	View chart
Broadcom (AVGO)	0.3	$973k		3.1k	309.51	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$938k		20k	45.89	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.3	$934k		53k	17.54	View chart
Constellation Energy (CEG)	0.3	$922k		3.3k	279.25	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$916k		9.1k	100.57	View chart
American Electric Power Company (AEP)	0.3	$879k		6.7k	131.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$873k		7.0k	124.31	View chart
Cisco Systems (CSCO)	0.3	$842k		11k	77.59	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$807k		12k	67.53	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$804k	-5%	16k	49.37	View chart
Nano Nuclear Energy (NNE)	0.3	$791k		39k	20.48	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$782k	+2%	6.8k	114.99	View chart
Chevron Corporation (CVX)	0.3	$772k	NEW	3.7k	206.89	View chart
Morgan Stanley Com New (MS)	0.3	$758k		4.6k	164.56	View chart
Consolidated Edison (ED)	0.3	$755k		6.7k	113.18	View chart
Home Depot (HD)	0.3	$743k		2.3k	328.89	View chart
Lam Research Corp Com New (LRCX)	0.3	$740k		3.5k	213.92	View chart
Cloudflare Cl A Com (NET)	0.3	$739k		3.6k	206.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$736k	-4%	2.6k	286.86	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$718k		1.00	718140.00	View chart
Blackrock (BLK)	0.2	$681k		708.00	961.71	View chart
Coca-Cola Company (KO)	0.2	$665k	-13%	8.7k	76.58	View chart
Nextera Energy (NEE)	0.2	$658k		7.1k	92.88	View chart
Eli Lilly & Co. (LLY)	0.2	$628k		683.00	919.77	View chart
Philip Morris International (PM)	0.2	$598k		3.6k	166.81	View chart
Johnson & Johnson (JNJ)	0.2	$567k		2.3k	244.48	View chart
Lamar Advertising Cl A (LAMR)	0.2	$562k		4.4k	126.66	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$546k	NEW	6.8k	80.05	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$543k		2.1k	257.35	View chart
Spdr Series Trust State Street Spd (XBI)	0.2	$542k		4.2k	127.73	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$541k		4.3k	125.13	View chart
At&t (T)	0.2	$529k		18k	28.99	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$526k	-8%	9.3k	56.79	View chart
Bristol Myers Squibb (BMY)	0.2	$525k		8.7k	60.65	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$519k	+39%	1.2k	430.29	View chart
Meta Platforms Cl A (META)	0.2	$514k	+2%	898.00	571.82	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$510k	+6%	3.8k	133.17	View chart
McDonald's Corporation (MCD)	0.2	$502k		1.6k	310.85	View chart
Sea Sponsord Ads (SE)	0.2	$500k		6.0k	82.81	View chart
Merck & Co (MRK)	0.2	$498k		4.1k	121.14	View chart
Lennar Corp Cl A (LEN)	0.2	$468k		5.4k	86.84	View chart
General Mills (GIS)	0.2	$462k		12k	37.22	View chart
Williams Companies (WMB)	0.2	$451k		6.2k	72.78	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$439k		3.5k	125.46	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$438k		3.7k	118.62	View chart
Fidelity Ethereum SHS (FETH)	0.2	$437k	NEW	21k	20.88	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$433k		2.4k	181.40	View chart
Applied Materials (AMAT)	0.1	$429k		1.3k	341.79	View chart
Uber Technologies (UBER)	0.1	$423k		5.9k	71.93	View chart
HEICO Corporation (HEI)	0.1	$416k	+22%	1.5k	274.18	View chart
Marsh & McLennan Companies (MRSH)	0.1	$409k		2.4k	173.45	View chart
Ford Motor Company (F)	0.1	$386k		33k	11.54	View chart
Wal-Mart Stores (WMT)	0.1	$374k		3.0k	124.53	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.1	$368k		5.6k	65.77	View chart
Enbridge (ENB)	0.1	$357k		6.6k	54.14	View chart
Netflix (NFLX)	0.1	$351k		3.7k	96.15	View chart
Franklin Templeton (FTF)	0.1	$350k		60k	5.83	View chart
Enterprise Products Partners (EPD)	0.1	$339k		9.0k	37.84	View chart
Corning Incorporated (GLW)	0.1	$334k	-44%	2.5k	135.97	View chart
Oklo Com Cl A (OKLO)	0.1	$334k		6.7k	49.59	View chart
Block Cl A (XYZ)	0.1	$333k		5.5k	60.18	View chart
Waste Management (WM)	0.1	$328k		1.4k	229.79	View chart
Apollo Global Mgmt (APO)	0.1	$323k	+6%	2.9k	111.42	View chart
Bank of America Corporation (BAC)	0.1	$299k		6.1k	48.75	View chart
Molson Coors Beverage CL B (TAP)	0.1	$289k		6.7k	43.06	View chart
Snowflake Com Shs (SNOW)	0.1	$273k		1.8k	150.82	View chart
Avery Dennison Corporation (AVY)	0.1	$267k		1.5k	172.68	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$266k		624.00	426.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$261k	+4%	437.00	597.78	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$258k		9.7k	26.61	View chart
Ellington Financial Inc ellington financ (EFC)	0.1	$254k		21k	11.98	View chart
Datadog Cl A Com (DDOG)	0.1	$254k		2.1k	118.05	View chart
John Hancock Tax-Advantage Dvd Incom (HTD)	0.1	$250k		10k	24.77	View chart
MetLife (MET)	0.1	$246k		3.5k	70.72	View chart
Wells Fargo & Company (WFC)	0.1	$241k	+7%	3.0k	79.61	View chart
Intuit (INTU)	0.1	$238k	+5%	551.00	432.38	View chart
Advanced Micro Devices (AMD)	0.1	$236k		1.2k	203.43	View chart
Global X Fds Global X Uranium (URA)	0.1	$233k	+2%	4.8k	48.43	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.1	$232k		2.2k	106.21	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$221k		4.3k	50.95	View chart
Verizon Communications (VZ)	0.1	$221k	NEW	4.4k	50.20	View chart
Warner Music Group Corp Com Cl A (WMG)	0.1	$215k		8.4k	25.54	View chart
Strategy Cl A New (MSTR)	0.1	$214k	NEW	1.7k	124.80	View chart
Rivernorth Doubleline Strate (OPP)	0.1	$210k		27k	7.67	View chart
Servicenow (NOW)	0.1	$210k		2.0k	104.55	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$209k		2.5k	82.43	View chart
Tyler Technologies (TYL)	0.1	$208k		606.00	342.38	View chart
Paychex (PAYX)	0.1	$205k		2.2k	92.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$195k		298.00	653.21	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$191k		973.00	196.20	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$180k		5.4k	33.22	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$170k		1.5k	110.36	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.1	$162k		13k	12.26	View chart
Fidelity Solana Beneficial Int (FSOL)	0.1	$155k	NEW	16k	9.75	View chart
M&T Bank Corporation (MTB)	0.1	$154k		747.00	206.72	View chart
Uranium Energy (UEC)	0.1	$152k	-2%	11k	13.50	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$151k		1.8k	82.75	View chart
Redwire Corporation (RDW)	0.1	$149k	-10%	18k	8.50	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.0	$142k		620.00	229.04	View chart
Sharplink Com New (SBET)	0.0	$140k	-19%	22k	6.45	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$135k	-6%	1.2k	108.99	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$126k	-19%	10k	12.41	View chart
Lightbridge Corporation (LTBR)	0.0	$124k		12k	10.66	View chart
Cleanspark Com New (CLSK)	0.0	$124k		15k	8.51	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$117k	+25%	306.00	383.40	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.0	$116k		100.00	1155.00	View chart
Vaneck Etf Trust Israel Etf (ISRA)	0.0	$106k		1.8k	60.46	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$94k	+3%	31k	3.07	View chart
Whitehorse Finance (WHF)	0.0	$92k		12k	7.66	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$88k		12k	7.60	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$84k		1.5k	57.59	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.0	$82k	+7%	2.7k	30.52	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$73k		1.7k	41.85	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$71k		2.0k	35.90	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$68k		228.00	298.51	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$63k		533.00	118.45	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$60k		808.00	74.36	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$58k		400.00	144.71	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$57k	+11%	838.00	68.43	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$48k		501.00	95.44	View chart
Etf Opportunities Trust T-rex 2x Long Eo	0.0	$46k	NEW	50k	0.92	View chart
Btq Technologies Corp (BTQ)	0.0	$45k	-18%	17k	2.67	View chart
Amc Entmt Hldgs Cl A New (AMC)	0.0	$25k		25k	0.98	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.0	$24k		20.00	1191.55	View chart
Spdr Series Trust State Street Spd (SPTL)	0.0	$21k		788.00	26.30	View chart
Airwa Com New (YYAI)	0.0	$12k	NEW	14k	0.84	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$6.8k		40.00	168.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$5.1k		16.00	320.81	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$4.6k		98.00	46.67	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 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
Powell Investment Advisors 2022 Q2 filed Aug. 2, 2022

View all past filings

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