Powell Investment Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$290.1M
Q ending 2026-03-31
Prior quarter
$290.5M
Q ending 2025-12-31
Change
-0.1% QoQ · +42.4% YoY
Positions
174
reported holdings
Largest positions
Top 100 of 174 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVE | Shares | $33.4M | 158K |
| Ishares Tr | IVW | Shares | $32.8M | 290K |
| Ishares Tr | IWN | Shares | $21.9M | 115K |
| Ishares Tr | IWO | Shares | $19.2M | 61K |
| Invesco Qqq Tr | QQQ | Shares | $18.2M | 31K |
| Ishares Tr | DVY | Shares | $14.9M | 99K |
| Amazon Com Inc | AMZN | Shares | $7.9M | 38K |
| Ishares Tr | IWS | Shares | $7.7M | 53K |
| Ishares Tr | EFA | Shares | $6.9M | 71K |
| Ishares Tr | IWP | Shares | $6.7M | 52K |
| Nvidia Corporation | NVDA | Shares | $6.3M | 36K |
| Goldman Sachs Group Inc | GS | Shares | $5.6M | 7K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $5.2M | 8K |
| Tesla Inc | TSLA | Shares | $5.0M | 13K |
| Apple Inc | AAPL | Shares | $3.6M | 14K |
| Ishares Tr | IOO | Shares | $3.6M | 30K |
| Jpmorgan Chase & Co | JPM | Shares | $2.9M | 10K |
| Spdr Series Trust | CWB | Shares | $2.8M | 30K |
| Fidelity Merrimack Str Tr | FBND | Shares | $2.6M | 57K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.6M | 48K |
| Microsoft Corp | MSFT | Shares | $2.2M | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.2M | 5K |
| Vanguard Index Fds | VUG | Shares | $2.1M | 5K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $2.0M | 53K |
| Ishares Tr | IWM | Shares | $1.8M | 7K |
| Ishares Tr | PFF | Shares | $1.7M | 57K |
| Southern Copper Corp | SCCO | Shares | $1.7M | 10K |
| Alphabet Inc | GOOGL | Shares | $1.5M | 5K |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.5M | 19K |
| Allison Transmission Hldgs I | ALSN | Shares | $1.4M | 12K |
| Select Sector Spdr Tr | XLE | Shares | $1.4M | 23K |
| Spdr Series Trust | XAR | Shares | $1.3M | 5K |
| Cheniere Energy Partners L P | CQP | Shares | $1.2M | 18K |
| Lockheed Martin Corp | LMT | Shares | $1.2M | 2K |
| Sonoco Prods Co | SON | Shares | $1.1M | 21K |
| Alps Etf Tr | AMLP | Shares | $1.1M | 21K |
| International Business Machs | IBM | Shares | $1.1M | 5K |
| Global X Fds | PAVE | Shares | $1.1M | 22K |
| Abrdn Precious Metals Basket | GLTR | Shares | $1.1M | 5K |
| Exxon Mobil Corp | XOM | Shares | $1.1M | 6K |
| Ishares Tr | ITA | Shares | $1.1M | 5K |
| Brookfield Corp | BN | Shares | $1.0M | 25K |
| Gilead Sciences Inc | GILD | Shares | $981K | 7K |
| Citigroup Inc | C | Shares | $979K | 9K |
| Broadcom Inc | AVGO | Shares | $973K | 3K |
| Select Sector Spdr Tr | XLU | Shares | $938K | 20K |
| Vaneck Etf Trust | PFXF | Shares | $934K | 53K |
| Constellation Energy Corp | CEG | Shares | $922K | 3K |
| Pimco Etf Tr | MINT | Shares | $916K | 9K |
| American Elec Pwr Co Inc | AEP | Shares | $879K | 7K |
| Ishares Tr | IJR | Shares | $873K | 7K |
| Cisco Sys Inc | CSCO | Shares | $842K | 11K |
| Ishares Tr | IJH | Shares | $807K | 12K |
| Select Sector Spdr Tr | XLF | Shares | $804K | 16K |
| Nano Nuclear Energy Inc | NNE | Shares | $791K | 39K |
| Blackstone Inc | BX | Shares | $782K | 7K |
| Chevron Corporation | CVX | Shares | $772K | 4K |
| Morgan Stanley | MS | Shares | $758K | 5K |
| Consolidated Edison Inc | ED | Shares | $755K | 7K |
| Home Depot Inc | HD | Shares | $743K | 2K |
| Lam Research Corp | LRCX | Shares | $740K | 3K |
| Cloudflare Inc | NET | Shares | $739K | 4K |
| Alphabet Inc | GOOG | Shares | $736K | 3K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Blackrock Inc | BLK | Shares | $681K | 708 |
| Coca Cola Co | KO | Shares | $665K | 9K |
| Nextera Energy Inc | NEE | Shares | $658K | 7K |
| Eli Lilly & Co | LLY | Shares | $628K | 683 |
| Philip Morris Intl Inc | PM | Shares | $598K | 4K |
| Johnson & Johnson | JNJ | Shares | $566K | 2K |
| Lamar Advertising Co | LAMR | Shares | $562K | 4K |
| Ishares Tr | IGV | Shares | $546K | 7K |
| Vanguard Index Fds | VOT | Shares | $543K | 2K |
| Spdr Series Trust | XBI | Shares | $542K | 4K |
| Goldman Sachs Etf Tr | GSLC | Shares | $541K | 4K |
| At&T Inc | T | Shares | $529K | 18K |
| Ishares Tr | EEM | Shares | $525K | 9K |
| Bristol-Myers Squibb Co | BMY | Shares | $525K | 9K |
| Spdr Gold Tr | GLD | Shares | $519K | 1K |
| Meta Platforms Inc | META | Shares | $513K | 898 |
| Vaneck Etf Trust | NLR | Shares | $510K | 4K |
| Mcdonalds Corp | MCD | Shares | $502K | 2K |
| Sea Ltd | SE | Shares | $500K | 6K |
| Merck & Co Inc | MRK | Shares | $498K | 4K |
| Lennar Corp | LEN | Shares | $468K | 5K |
| General Mills Inc | GIS | Shares | $462K | 12K |
| Williams Cos Inc | WMB | Shares | $451K | 6K |
| Alibaba Group Hldg Ltd | BABA | Shares | $439K | 4K |
| Shopify Inc | SHOP | Shares | $438K | 4K |
| Fidelity Ethereum Fd | FETH | Shares | $437K | 21K |
| Ishares Tr | IYW | Shares | $433K | 2K |
| Applied Matls Inc | AMAT | Shares | $429K | 1K |
| Uber Technologies Inc | UBER | Shares | $423K | 6K |
| Heico Corp New | HEI | Shares | $416K | 2K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $409K | 2K |
| Ford Mtr Co | F | Shares | $385K | 33K |
| Walmart Inc | WMT | Shares | $374K | 3K |
| Exchange Traded Concepts Tru | NUKZ | Shares | $368K | 6K |
| Enbridge Inc | ENB | Shares | $357K | 7K |
| Netflix Inc. | NFLX | Shares | $351K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.