Institutions / Powell Investment Advisors, LLC
Powell Investment Advisors, LLC
CIK 1802195 · Institution · as of Dec 31, 2025
Portfolio value
$290.47M
Positions
169
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 169 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $35.74M | 12.3% |
| iShares Tr | $32.99M | 11.4% |
| iShares Tr | $20.68M | 7.1% |
| iShares Tr | $19.49M | 6.7% |
| Invesco Qqq Tr | $19.39M | 6.7% |
| iShares Tr | $13.81M | 4.8% |
| Amazon.com Inc | $8.82M | 3.0% |
| iShares Tr | $7.43M | 2.6% |
| iShares Tr | $7.07M | 2.4% |
| iShares Tr | $6.86M | 2.4% |
| NVIDIA Corp | $6.75M | 2.3% |
| The Goldman Sachs Group, Inc. | $5.76M | 2.0% |
| Tesla Inc | $5.55M | 1.9% |
| iShares Tr | $3.74M | 1.3% |
| Apple Inc. | $3.64M | 1.3% |
| JPMorgan Chase & Co | $3.17M | 1.1% |
| Fidelity Merrimack Str Tr | $2.78M | 1.0% |
| SPDR Series Trust | $2.74M | 0.9% |
| Vanguard Intl Equity Index F | $2.55M | 0.9% |
| Warren E. Buffett | $2.40M | 0.8% |
| Vanguard Index Fds | $2.34M | 0.8% |
| SPDR S&P 500 ETF Tr | $2.32M | 0.8% |
| iShares Tr | $2.04M | 0.7% |
| Microsoft Corp | $1.96M | 0.7% |
| iShares Tr | $1.75M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.