Powell Investment Advisors

Powell Investment Advisors as of June 30, 2026

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