Powell Investment Advisors, LLC

CIK

1802195

Location

MIAMI, FL

Portfolio Value

Small $106,804,064

Diversification

Diversified

Filing Date

Global Rank

#5,546 / 8,603 ▲ 169 · as of Mar 2026

Top Industry

Internet Retail 11.2%

3Y Alpha vs SPY

-1.2%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+70.4%

SPY

+76.0%

Annualised alpha

-1.3%

Max drawdown

−19.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

103 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.0%

−1.0 pts

Top 5

40.3%

−2.7 pts

Top 10

55.3%

−0.3 pts

HHI

512

Diversified−41

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	25.8%	$27,579,598	7
Technology	19.5%	$20,855,718	23
Consumer Cyclical	17.6%	$18,768,809	11
Financial Services	16.9%	$18,078,033	23
Utilities	3.3%	$3,547,541	5
Communication Services	3.2%	$3,382,530	7
Healthcare	3.1%	$3,289,044	6
Energy	3.0%	$3,237,246	6
Industrials	2.8%	$2,972,410	6
Consumer Defensive	2.2%	$2,378,154	5
Basic Materials	1.6%	$1,669,492	1
Real Estate	1.0%	$1,045,489	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+18,356	52,880	$2,031,649
SPY	Spdr S&P 500 ETF Trust	+4,547	7,945	$5,166,951
MSFT	Microsoft Corp	+1,977	6,034	$2,233,605
TSLA	Tesla, Inc.	+1,055	13,405	$4,983,308
RXRX	Recursion Pharmaceuticals, Inc.	+1,000	30,696	$94,236
AAPL	Apple Inc.	+956	14,349	$3,641,632
GLD	Spdr Gold Trust	+342	1,206	$518,929
FTF	Franklin Ltd Duration Income Trust	+317	60,001	$349,805
HEI	Heico Corp	+278	1,517	$415,961
OPP	RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.	+277	27,347	$209,751
CQP	Cheniere Energy Partners, L.P.	+250	18,050	$1,166,571
WFC	Wells Fargo & Company/Mn	+209	3,026	$240,899
APO	Apollo Global Management, Inc.	+186	2,897	$322,783
BX	Blackstone Inc.	+178	6,800	$781,932
SON	Sonoco Products Co	+158	20,876	$1,129,182
T	At&T Inc.	+152	18,256	$529,241
NZF	Nuveen Municipal Credit Income Fund	+148	13,244	$161,311
EPD	Enterprise Products Partners L.P.	+133	8,960	$339,046
GIS	General Mills Inc	+115	12,414	$462,049
SCCO	Southern Copper Corp/	+82	9,800	$1,669,492
WMG	Warner Music Group Corp.	+57	8,424	$215,148
F	Ford Motor Co	+54	33,405	$385,493
INTU	Intuit Inc.	+28	551	$238,241
MS	Morgan Stanley	+27	4,605	$757,844
GS	Goldman Sachs Group Inc	+25	6,574	$5,561,538
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
BN	BROOKFIELD Corp /ON/	−6,609	25,477	$1,031,054
SBET	Sharplink, Inc.	−5,155	21,624	$139,474
BTQ	BTQ Technologies Corp.	−3,716	16,924	$45,187
NVG	Nuveen AMT-Free Municipal Credit Income Fund	−2,436	10,182	$125,544
RDW	Redwire Corp	−2,085	17,515	$148,877
GLW	Corning Inc /Ny	−1,995	2,457	$334,078
KO	Coca Cola Co	−1,390	8,683	$660,342
UEC	Uranium Energy Corp	−272	11,244	$151,794
NVDA	Nvidia Corp	−268	35,921	$6,264,622
BRK-B	Berkshire Hathaway Inc	−224	4,547	$2,178,922
AMZN	Amazon Com Inc	−100	38,112	$7,937,586
QQQ	Invesco Qqq Trust, Series 1	−95	31,469	$18,163,277
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	3,731	$771,943
YYAI	Airwa Inc.	14,100	$471,504
FETH	Fidelity Ethereum Fund	20,944	$437,310
VZ	Verizon Communications Inc	4,399	$220,829
MSTR	Strategy Inc	1,714	$213,907
FSOL	Fidelity Solana Fund	15,940	$155,415
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
EZBC	Franklin Templeton Digital Holdings Trust	11,106	$561,963
ETH	Grayscale Ethereum Staking Mini ETF	19,333	$542,483
KEEL	Keel Infrastructure Corp.	18,996	$44,640
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

103 positions · $106,804,064 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 103 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	31,469	-95	$18,163,277	−6.3%	17.01%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	38,112	-100	$7,937,586	−10.0%	7.43%
NVDA	Nvidia Corp Technology	Reduced	35,921	-268	$6,264,622	−7.2%	5.87%
GS	Goldman Sachs Group Inc Financial Services	Added	6,574	+25	$5,561,538	−3.4%	5.21%
SPY	Spdr S&P 500 ETF Trust	Added	7,945	+4,547	$5,166,951	+123.0%	4.84%
TSLA	Tesla, Inc. Consumer Cyclical	Added	13,405	+1,055	$4,983,308	−10.3%	4.67%
AAPL	Apple Inc. Technology	Added	14,349	+956	$3,641,632	+0.0%	3.41%
JPM	Jpmorgan Chase & Co Financial Services	Held	9,853	0	$2,898,358	−8.7%	2.71%
MSFT	Microsoft Corp Technology	Added	6,034	+1,977	$2,233,605	+13.8%	2.09%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,547	-224	$2,178,922	−9.1%	2.04%
IBIT	iShares Bitcoin Trust ETF	Added	52,880	+18,356	$2,031,649	+18.5%	1.90%
SCCO	Southern Copper Corp/ Basic Materials	Added	9,800	+82	$1,669,492	+21.9%	1.56%
GOOGL	Alphabet Inc. Communication Services	Held	5,314	0	$1,528,093	−8.1%	1.43%
ALSN	Allison Transmission Holdings Inc Consumer Cyclical	Held	12,079	0	$1,413,967	+19.6%	1.32%
CQP	Cheniere Energy Partners, L.P. Energy	Added	18,050	+250	$1,166,571	+22.5%	1.09%
LMT	Lockheed Martin Corp Industrials	Held	1,927	0	$1,164,659	+25.0%	1.09%
SON	Sonoco Products Co Consumer Cyclical	Added	20,876	+158	$1,129,182	+24.9%	1.06%
IBM	International Business Machines Corp Technology	Added	4,586	+2	$1,111,600	−18.1%	1.04%
GLTR	abrdn Precious Metals Basket ETF Trust	Held	5,057	0	$1,106,067	+6.4%	1.04%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	25,477	-6,609	$1,031,054	−30.0%	0.97%
GILD	Gilead Sciences, Inc. Healthcare	Held	7,040	0	$981,164	+13.5%	0.92%
C	Citigroup Inc Financial Services	Held	8,628	0	$978,501	−2.8%	0.92%
AVGO	Broadcom Inc. Technology	Held	3,145	0	$973,408	−10.6%	0.91%
CEG	Constellation Energy Corp Utilities	Held	3,300	0	$921,525	−21.0%	0.86%
AEP	American Electric Power Co Inc Utilities	Held	6,709	0	$879,415	+13.7%	0.82%
CSCO	Cisco Systems, Inc. Technology	Held	10,857	0	$842,394	+0.7%	0.79%
NNE	Nano Nuclear Energy Inc. Industrials	Held	38,614	0	$790,814	−14.7%	0.74%
BX	Blackstone Inc. Financial Services	Added	6,800	+178	$781,932	−23.4%	0.73%
CVX	Chevron Corp Energy	NEW	3,731	NEW	$771,943	NEW	0.72%
MS	Morgan Stanley Financial Services	Added	4,605	+27	$757,844	−6.8%	0.71%
ED	Consolidated Edison Inc Utilities	Held	6,671	0	$755,023	+14.0%	0.71%
HD	Home Depot, Inc. Consumer Cyclical	Held	2,260	0	$743,291	−4.4%	0.70%
NET	Cloudflare, Inc. Technology	Held	3,583	0	$739,316	+4.7%	0.69%
LRCX	Lam Research Corp Technology	Held	3,460	0	$739,263	+24.8%	0.69%
BLK	BlackRock, Inc. Financial Services	Held	708	0	$680,890	−10.1%	0.64%
KO	Coca Cola Co Consumer Defensive	Reduced	8,683	-1,390	$660,342	−6.2%	0.62%
NEE	Nextera Energy Inc Utilities	Held	7,080	0	$657,590	+15.7%	0.62%
LLY	ELI LILLY & Co Healthcare	Held	683	0	$628,202	−14.4%	0.59%
PM	Philip Morris International Inc. Consumer Defensive	Held	3,587	0	$593,074	+3.1%	0.56%
JNJ	Johnson & Johnson Healthcare	Held	2,317	0	$566,367	+18.1%	0.53%
LAMR	Lamar Advertising Co/New Real Estate	Held	4,438	0	$562,117	+0.1%	0.53%
T	At&T Inc. Communication Services	Added	18,256	+152	$529,241	+17.7%	0.50%
BMY	Bristol Myers Squibb Co Healthcare	Held	8,653	0	$524,804	+12.4%	0.49%
GLD	Spdr Gold Trust	Added	1,206	+342	$518,929	+51.6%	0.49%
META	Meta Platforms, Inc. Communication Services	Added	898	+22	$513,772	−11.1%	0.48%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,615	0	$501,925	+1.7%	0.47%
SE	Sea Ltd Consumer Cyclical	Held	6,039	0	$500,089	−35.1%	0.47%
MRK	Merck & Co., Inc. Healthcare	Held	4,109	0	$494,271	+14.3%	0.46%
YYAI	Airwa Inc. Technology	NEW	14,100	NEW	$471,504	NEW	0.44%
LEN	Lennar Corp /New/ Consumer Cyclical	Held	5,392	0	$468,241	−15.5%	0.44%