Universe · entity
Powell Investment Advisors, LLC
Institutional manager (13F) · CIK 1802195
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $249M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $33M | 157,994 |
| 2 | ISHARES TR | $33M | 290,090 |
| 3 | ISHARES TR | $22M | 115,437 |
| 4 | ISHARES TR | $19M | 61,157 |
| 5 | INVESCO QQQ TR | $18M | 31,469 |
| 6 | ISHARES TR | $15M | 98,520 |
| 7 | AMAZON COM INC | $8M | 38,112 |
| 8 | ISHARES TR | $8M | 52,760 |
| 9 | ISHARES TR | $7M | 70,949 |
| 10 | ISHARES TR | $7M | 52,210 |
| 11 | NVIDIA CORPORATION | $6M | 35,921 |
| 12 | GOLDMAN SACHS GROUP INC | $6M | 6,574 |
| 13 | STATE STR SPDR S&P 500 ETF T | $5M | 7,945 |
| 14 | TESLA INC | $5M | 13,405 |
| 15 | APPLE INC | $4M | 14,349 |
| 16 | ISHARES TR | $4M | 29,609 |
| 17 | JPMORGAN CHASE & CO | $3M | 9,853 |
| 18 | SPDR SERIES TRUST | $3M | 30,227 |
| 19 | FIDELITY MERRIMACK STR TR | $3M | 57,371 |
| 20 | VANGUARD INTL EQUITY INDEX F | $3M | 48,407 |
| 21 | MICROSOFT CORP | $2M | 6,034 |
| 22 | BERKSHIRE HATHAWAY INC DEL | $2M | 4,547 |
| 23 | VANGUARD INDEX FDS | $2M | 4,794 |
| 24 | ISHARES BITCOIN TRUST ETF | $2M | 52,880 |
| 25 | ISHARES TR | $2M | 7,361 |
| 26 | ISHARES TR | $2M | 57,293 |
| 27 | SOUTHERN COPPER CORP | $2M | 9,800 |
| 28 | ALPHABET INC | $2M | 5,314 |
| 29 | VANGUARD SCOTTSDALE FDS | $2M | 19,085 |
| 30 | ALLISON TRANSMISSION HLDGS I | $1M | 12,079 |
| 31 | SELECT SECTOR SPDR TR | $1M | 22,941 |
| 32 | SPDR SERIES TRUST | $1M | 5,020 |
| 33 | CHENIERE ENERGY PARTNERS L P | $1M | 18,050 |
| 34 | LOCKHEED MARTIN CORP | $1M | 1,927 |
| 35 | SONOCO PRODS CO | $1M | 20,876 |
| 36 | ALPS ETF TR | $1M | 21,152 |
| 37 | INTERNATIONAL BUSINESS MACHS | $1M | 4,586 |
| 38 | GLOBAL X FDS | $1M | 21,834 |
| 39 | ABRDN PRECIOUS METALS BASKET | $1M | 5,057 |
| 40 | EXXON MOBIL CORP | $1M | 6,359 |
| 41 | ISHARES TR | $1M | 4,881 |
| 42 | BROOKFIELD CORP | $1M | 25,477 |
| 43 | GILEAD SCIENCES INC | $981k | 7,040 |
| 44 | CITIGROUP INC | $979k | 8,628 |
| 45 | BROADCOM INC | $973k | 3,145 |
| 46 | SELECT SECTOR SPDR TR | $938k | 20,430 |
| 47 | VANECK ETF TRUST | $934k | 53,244 |
| 48 | CONSTELLATION ENERGY CORP | $922k | 3,300 |
| 49 | PIMCO ETF TR | $916k | 9,104 |
| 50 | AMERICAN ELEC PWR CO INC | $879k | 6,709 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.