Powell Investment Advisors, LLC

Est. AUM

$290.1M

13F long equity, this entity only

Positions

174

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	S&P 500 VAL ETF	$33.4M	157994	11.50%	SOLE
2	ISHARES TR	S&P 500 GRWT ETF	$32.8M	290090	11.31%	SOLE
3	ISHARES TR	RUS 2000 VAL ETF	$21.9M	115437	7.54%	SOLE
4	ISHARES TR	RUS 2000 GRW ETF	$19.2M	61157	6.62%	SOLE
5	INVESCO QQQ TR	UNIT SER 1	$18.2M	31469	6.26%	SOLE
6	ISHARES TR	SELECT DIVID ETF	$14.9M	98520	5.14%	SOLE
7	AMAZON COM INC	COM	$7.9M	38112	2.74%	SOLE
8	ISHARES TR	RUS MDCP VAL ETF	$7.7M	52760	2.65%	SOLE
9	ISHARES TR	MSCI EAFE ETF	$6.9M	70949	2.38%	SOLE
10	ISHARES TR	RUS MD CP GR ETF	$6.7M	52210	2.31%	SOLE
11	NVIDIA CORPORATION	COM	$6.3M	35921	2.16%	SOLE
12	GOLDMAN SACHS GROUP INC	COM	$5.6M	6574	1.92%	SOLE
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.2M	7945	1.79%	SOLE
14	TESLA INC	COM	$5.0M	13405	1.72%	SOLE
15	APPLE INC	COM	$3.6M	14349	1.26%	SOLE
16	ISHARES TR	GLOBAL 100 ETF	$3.6M	29609	1.23%	SOLE
17	JPMORGAN CHASE & CO	COM	$2.9M	9853	1.00%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$2.8M	30227	0.95%	SOLE
19	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.6M	57371	0.91%	SOLE
20	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.6M	48407	0.90%	SOLE
21	MICROSOFT CORP	COM	$2.2M	6034	0.77%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	4547	0.75%	SOLE
23	VANGUARD INDEX FDS	GROWTH ETF	$2.1M	4794	0.72%	SOLE
24	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$2.0M	52880	0.70%	SOLE
25	ISHARES TR	RUSSELL 2000 ETF	$1.8M	7361	0.63%	SOLE
26	ISHARES TR	PFD AND INCM SEC	$1.7M	57293	0.60%	SOLE
27	SOUTHERN COPPER CORP	COM	$1.7M	9800	0.58%	SOLE
28	ALPHABET INC	CAP STK CL A	$1.5M	5314	0.53%	SOLE
29	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.5M	19085	0.52%	SOLE
30	ALLISON TRANSMISSION HLDGS I	COM	$1.4M	12079	0.49%	SOLE
31	SELECT SECTOR SPDR TR	STATE STREET ENE	$1.4M	22941	0.48%	SOLE
32	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	5020	0.44%	SOLE
33	CHENIERE ENERGY PARTNERS L P	COM UNIT	$1.2M	18050	0.40%	SOLE
34	LOCKHEED MARTIN CORP	COM	$1.2M	1927	0.40%	SOLE
35	SONOCO PRODS CO	COM	$1.1M	20876	0.39%	SOLE
36	ALPS ETF TR	ALERIAN MLP	$1.1M	21152	0.38%	SOLE
37	INTERNATIONAL BUSINESS MACHS	COM	$1.1M	4586	0.38%	SOLE
38	GLOBAL X FDS	US INFR DEV ETF	$1.1M	21834	0.38%	SOLE
39	ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$1.1M	5057	0.38%	SOLE
40	EXXON MOBIL CORP	COM	$1.1M	6359	0.37%	SOLE
41	ISHARES TR	US AER DEF ETF	$1.1M	4881	0.37%	SOLE
42	BROOKFIELD CORP	CL A LTD VT SH	$1.0M	25477	0.36%	SOLE
43	GILEAD SCIENCES INC	COM	$981K	7040	0.34%	SOLE
44	CITIGROUP INC	COM NEW	$979K	8628	0.34%	SOLE
45	BROADCOM INC	COM	$973K	3145	0.34%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET UTI	$938K	20430	0.32%	SOLE
47	VANECK ETF TRUST	PREFERRED SECURT	$934K	53244	0.32%	SOLE
48	CONSTELLATION ENERGY CORP	COM	$922K	3300	0.32%	SOLE
49	PIMCO ETF TR	ENHAN SHRT MA AC	$916K	9104	0.32%	SOLE
50	AMERICAN ELEC PWR CO INC	COM	$879K	6709	0.30%	SOLE

1–50 of 174

1 / 4

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.