Powell Investment Advisors

Powell Investment Advisors as of March 31, 2026

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
Ishares Tr S&p 500 Grwt Etf (IVW) 11.3 $33M 290k 113.11
Ishares Tr Rus 2000 Val Etf (IWN) 7.5 $22M 115k 189.59
Ishares Tr Rus 2000 Grw Etf (IWO) 6.6 $19M 61k 313.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.3 $18M 32k 577.19
Ishares Tr Select Divid Etf (DVY) 5.1 $15M 99k 151.41
Amazon (AMZN) 2.7 $7.9M 38k 208.27
Ishares Tr Rus Mdcp Val Etf (IWS) 2.7 $7.7M 53k 145.74
Ishares Tr Msci Eafe Etf (EFA) 2.4 $6.9M 71k 97.13
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.3 $6.7M 52k 128.12
NVIDIA Corporation (NVDA) 2.2 $6.3M 36k 174.41
Goldman Sachs (GS) 1.9 $5.6M 6.6k 846.04
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.8 $5.2M 7.9k 652.11
Tesla Motors (TSLA) 1.7 $5.0M 13k 371.75
Apple (AAPL) 1.3 $3.6M 14k 253.79
Ishares Tr Global 100 Etf (IOO) 1.2 $3.6M 30k 120.97
JPMorgan Chase & Co. (JPM) 1.0 $2.9M 9.9k 294.16
Spdr Series Trust State Street Spd (CWB) 1.0 $2.8M 30k 91.52
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.9 $2.6M 57k 45.80
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $2.6M 48k 54.05
Microsoft Corporation (MSFT) 0.8 $2.2M 6.0k 370.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.2M 4.5k 479.20
Vanguard Index Fds Growth Etf (VUG) 0.7 $2.1M 4.8k 436.81
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.7 $2.0M 53k 38.42
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.8M 7.4k 248.01
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $1.7M 57k 30.32
Southern Copper Corporation (SCCO) 0.6 $1.7M 9.8k 172.06
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.5M 5.3k 287.56
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $1.5M 19k 79.27
Allison Transmission Hldngs I (ALSN) 0.5 $1.4M 12k 117.06
Select Sector Spdr Tr State Street Ene (XLE) 0.5 $1.4M 23k 61.26
Spdr Series Trust State Street Spd (XAR) 0.4 $1.3M 5.0k 253.97
Cheniere Energy Partners Com Unit (CQP) 0.4 $1.2M 18k 64.63
Lockheed Martin Corporation (LMT) 0.4 $1.2M 1.9k 604.39
Sonoco Products Company (SON) 0.4 $1.1M 21k 54.09
Alps Etf Tr Alerian Mlp (AMLP) 0.4 $1.1M 21k 52.64
International Business Machines (IBM) 0.4 $1.1M 4.6k 242.39
Global X Fds Us Infr Dev Etf (PAVE) 0.4 $1.1M 22k 50.81
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.4 $1.1M 5.1k 218.72
Exxon Mobil Corporation (XOM) 0.4 $1.1M 6.4k 169.66
Ishares Tr Us Aer Def Etf (ITA) 0.4 $1.1M 4.9k 218.76
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.4 $1.0M 26k 40.47
Gilead Sciences (GILD) 0.3 $981k 7.0k 139.37
Citigroup Com New (C) 0.3 $979k 8.6k 113.41
Broadcom (AVGO) 0.3 $973k 3.1k 309.51
Select Sector Spdr Tr State Street Uti (XLU) 0.3 $938k 20k 45.89
Vaneck Etf Trust Preferred Securt (PFXF) 0.3 $934k 53k 17.54
Constellation Energy (CEG) 0.3 $922k 3.3k 279.25
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $916k 9.1k 100.57
American Electric Power Company (AEP) 0.3 $879k 6.7k 131.08
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $873k 7.0k 124.31
Cisco Systems (CSCO) 0.3 $842k 11k 77.59
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $807k 12k 67.53
Select Sector Spdr Tr State Street Fin (XLF) 0.3 $804k 16k 49.37
Nano Nuclear Energy (NNE) 0.3 $791k 39k 20.48
Blackstone Group Inc Com Cl A (BX) 0.3 $782k 6.8k 114.99
Chevron Corporation (CVX) 0.3 $772k 3.7k 206.89
Morgan Stanley Com New (MS) 0.3 $758k 4.6k 164.56
Consolidated Edison (ED) 0.3 $755k 6.7k 113.18
Home Depot (HD) 0.3 $743k 2.3k 328.89
Lam Research Corp Com New (LRCX) 0.3 $740k 3.5k 213.92
Cloudflare Cl A Com (NET) 0.3 $739k 3.6k 206.34
Alphabet Cap Stk Cl C (GOOG) 0.3 $736k 2.6k 286.86
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $718k 1.00 718140.00
Blackrock (BLK) 0.2 $681k 708.00 961.71
Coca-Cola Company (KO) 0.2 $665k 8.7k 76.58
Nextera Energy (NEE) 0.2 $658k 7.1k 92.88
Eli Lilly & Co. (LLY) 0.2 $628k 683.00 919.77
Philip Morris International (PM) 0.2 $598k 3.6k 166.81
Johnson & Johnson (JNJ) 0.2 $567k 2.3k 244.48
Lamar Advertising Cl A (LAMR) 0.2 $562k 4.4k 126.66
Ishares Tr Expanded Tech (IGV) 0.2 $546k 6.8k 80.05
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $543k 2.1k 257.35
Spdr Series Trust State Street Spd (XBI) 0.2 $542k 4.2k 127.73
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $541k 4.3k 125.13
At&t (T) 0.2 $529k 18k 28.99
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $526k 9.3k 56.79
Bristol Myers Squibb (BMY) 0.2 $525k 8.7k 60.65
Spdr Gold Tr Gold Shs (GLD) 0.2 $519k 1.2k 430.29
Meta Platforms Cl A (META) 0.2 $514k 898.00 571.82
Vaneck Etf Trust Uranium And Nucl (NLR) 0.2 $510k 3.8k 133.17
McDonald's Corporation (MCD) 0.2 $502k 1.6k 310.85
Sea Sponsord Ads (SE) 0.2 $500k 6.0k 82.81
Merck & Co (MRK) 0.2 $498k 4.1k 121.14
Lennar Corp Cl A (LEN) 0.2 $468k 5.4k 86.84
General Mills (GIS) 0.2 $462k 12k 37.22
Williams Companies (WMB) 0.2 $451k 6.2k 72.78
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $439k 3.5k 125.46
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $438k 3.7k 118.62
Fidelity Ethereum SHS (FETH) 0.2 $437k 21k 20.88
Ishares Tr U.s. Tech Etf (IYW) 0.1 $433k 2.4k 181.40
Applied Materials (AMAT) 0.1 $429k 1.3k 341.79
Uber Technologies (UBER) 0.1 $423k 5.9k 71.93
HEICO Corporation (HEI) 0.1 $416k 1.5k 274.18
Marsh & McLennan Companies (MRSH) 0.1 $409k 2.4k 173.45
Ford Motor Company (F) 0.1 $386k 33k 11.54
Wal-Mart Stores (WMT) 0.1 $374k 3.0k 124.53
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) 0.1 $368k 5.6k 65.77
Enbridge (ENB) 0.1 $357k 6.6k 54.14
Netflix (NFLX) 0.1 $351k 3.7k 96.15
Franklin Templeton (FTF) 0.1 $350k 60k 5.83
Enterprise Products Partners (EPD) 0.1 $339k 9.0k 37.84
Corning Incorporated (GLW) 0.1 $334k 2.5k 135.97
Oklo Com Cl A (OKLO) 0.1 $334k 6.7k 49.59
Block Cl A (XYZ) 0.1 $333k 5.5k 60.18
Waste Management (WM) 0.1 $328k 1.4k 229.79
Apollo Global Mgmt (APO) 0.1 $323k 2.9k 111.42
Bank of America Corporation (BAC) 0.1 $299k 6.1k 48.75
Molson Coors Beverage CL B (TAP) 0.1 $289k 6.7k 43.06
Snowflake Com Shs (SNOW) 0.1 $273k 1.8k 150.82
Avery Dennison Corporation (AVY) 0.1 $267k 1.5k 172.68
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $266k 624.00 426.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $261k 437.00 597.78
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $258k 9.7k 26.61
Ellington Financial Inc ellington financ (EFC) 0.1 $254k 21k 11.98
Datadog Cl A Com (DDOG) 0.1 $254k 2.1k 118.05
John Hancock Tax-Advantage Dvd Incom (HTD) 0.1 $250k 10k 24.77
MetLife (MET) 0.1 $246k 3.5k 70.72
Wells Fargo & Company (WFC) 0.1 $241k 3.0k 79.61
Intuit (INTU) 0.1 $238k 551.00 432.38
Advanced Micro Devices (AMD) 0.1 $236k 1.2k 203.43
Global X Fds Global X Uranium (URA) 0.1 $233k 4.8k 48.43
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.1 $232k 2.2k 106.21
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $221k 4.3k 50.95
Verizon Communications (VZ) 0.1 $221k 4.4k 50.20
Warner Music Group Corp Com Cl A (WMG) 0.1 $215k 8.4k 25.54
Strategy Cl A New (MSTR) 0.1 $214k 1.7k 124.80
Rivernorth Doubleline Strate (OPP) 0.1 $210k 27k 7.67
Servicenow (NOW) 0.1 $210k 2.0k 104.55
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $209k 2.5k 82.43
Tyler Technologies (TYL) 0.1 $208k 606.00 342.38
Paychex (PAYX) 0.1 $205k 2.2k 92.12
Ishares Tr Core S&p500 Etf (IVV) 0.1 $195k 298.00 653.21
Vanguard Index Fds Value Etf (VTV) 0.1 $191k 973.00 196.20
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $180k 5.4k 33.22
Ishares Tr Tips Bd Etf (TIP) 0.1 $170k 1.5k 110.36
Nuveen Mun Cr Income Com Sh Ben Int (NZF) 0.1 $162k 13k 12.26
Fidelity Solana Beneficial Int (FSOL) 0.1 $155k 16k 9.75
M&T Bank Corporation (MTB) 0.1 $154k 747.00 206.72
Uranium Energy (UEC) 0.1 $152k 11k 13.50
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $151k 1.8k 82.75
Redwire Corporation (RDW) 0.1 $149k 18k 8.50
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.0 $142k 620.00 229.04
Sharplink Com New (SBET) 0.0 $140k 22k 6.45
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $135k 1.2k 108.99
Nuveen Insd Dividend Advantage (NVG) 0.0 $126k 10k 12.41
Lightbridge Corporation (LTBR) 0.0 $124k 12k 10.66
Cleanspark Com New (CLSK) 0.0 $124k 15k 8.51
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $117k 306.00 383.40
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) 0.0 $116k 100.00 1155.00
Vaneck Etf Trust Israel Etf (ISRA) 0.0 $106k 1.8k 60.46
Recursion Pharmaceuticals In Cl A (RXRX) 0.0 $94k 31k 3.07
Whitehorse Finance (WHF) 0.0 $92k 12k 7.66
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $88k 12k 7.60
Ishares Tr Global Energ Etf (IXC) 0.0 $84k 1.5k 57.59
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $82k 2.7k 30.52
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $73k 1.7k 41.85
Ishares Tr China Lg-cap Etf (FXI) 0.0 $71k 2.0k 35.90
Vanguard Index Fds Large Cap Etf (VV) 0.0 $68k 228.00 298.51
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $63k 533.00 118.45
Ishares Tr Eafe Value Etf (EFV) 0.0 $60k 808.00 74.36
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $58k 400.00 144.71
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.0 $57k 838.00 68.43
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $48k 501.00 95.44
Etf Opportunities Trust T-rex 2x Long Eo 0.0 $46k 50k 0.92
Btq Technologies Corp (BTQ) 0.0 $45k 17k 2.67
Amc Entmt Hldgs Cl A New (AMC) 0.0 $25k 25k 0.98
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.0 $24k 20.00 1191.55
Spdr Series Trust State Street Spd (SPTL) 0.0 $21k 788.00 26.30
Airwa Com New (YYAI) 0.0 $12k 14k 0.84
Ishares Tr Ishares Biotech (IBB) 0.0 $6.8k 40.00 168.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $5.1k 16.00 320.81
Global X Fds Artificial Etf (AIQ) 0.0 $4.6k 98.00 46.67
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $74.000000 1.00 74.00