Universe · entity

Powell Investment Advisors, LLC

Institutional manager (13F) · CIK 1802195
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $249M
#IssuerValueShares
1ISHARES TR$33M157,994
2ISHARES TR$33M290,090
3ISHARES TR$22M115,437
4ISHARES TR$19M61,157
5INVESCO QQQ TR$18M31,469
6ISHARES TR$15M98,520
7AMAZON COM INC$8M38,112
8ISHARES TR$8M52,760
9ISHARES TR$7M70,949
10ISHARES TR$7M52,210
11NVIDIA CORPORATION$6M35,921
12GOLDMAN SACHS GROUP INC$6M6,574
13STATE STR SPDR S&P 500 ETF T$5M7,945
14TESLA INC$5M13,405
15APPLE INC$4M14,349
16ISHARES TR$4M29,609
17JPMORGAN CHASE & CO$3M9,853
18SPDR SERIES TRUST$3M30,227
19FIDELITY MERRIMACK STR TR$3M57,371
20VANGUARD INTL EQUITY INDEX F$3M48,407
21MICROSOFT CORP$2M6,034
22BERKSHIRE HATHAWAY INC DEL$2M4,547
23VANGUARD INDEX FDS$2M4,794
24ISHARES BITCOIN TRUST ETF$2M52,880
25ISHARES TR$2M7,361
26ISHARES TR$2M57,293
27SOUTHERN COPPER CORP$2M9,800
28ALPHABET INC$2M5,314
29VANGUARD SCOTTSDALE FDS$2M19,085
30ALLISON TRANSMISSION HLDGS I$1M12,079
31SELECT SECTOR SPDR TR$1M22,941
32SPDR SERIES TRUST$1M5,020
33CHENIERE ENERGY PARTNERS L P$1M18,050
34LOCKHEED MARTIN CORP$1M1,927
35SONOCO PRODS CO$1M20,876
36ALPS ETF TR$1M21,152
37INTERNATIONAL BUSINESS MACHS$1M4,586
38GLOBAL X FDS$1M21,834
39ABRDN PRECIOUS METALS BASKET$1M5,057
40EXXON MOBIL CORP$1M6,359
41ISHARES TR$1M4,881
42BROOKFIELD CORP$1M25,477
43GILEAD SCIENCES INC$981k7,040
44CITIGROUP INC$979k8,628
45BROADCOM INC$973k3,145
46SELECT SECTOR SPDR TR$938k20,430
47VANECK ETF TRUST$934k53,244
48CONSTELLATION ENERGY CORP$922k3,300
49PIMCO ETF TR$916k9,104
50AMERICAN ELEC PWR CO INC$879k6,709
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.