Powell Investment Advisors, LLC
Top Portfolio Positions
98 positions ·
$104,668,519 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
31,564 | $19,390,080 | 18.53% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,212 | $8,820,093 | 8.43% |
| NVDA |
Nvidia Corp
Technology
|
36,189 | $6,749,248 | 6.45% |
| GS |
Goldman Sachs Group Inc
Financial Services
|
6,549 | $5,756,571 | 5.50% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
12,350 | $5,554,042 | 5.31% |
| AAPL |
Apple Inc.
Technology
|
13,393 | $3,641,020 | 3.48% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
9,853 | $3,174,833 | 3.03% |
| SPY |
Spdr S&P 500 Etf Trust
|
3,398 | $2,317,164 | 2.21% |
| MSFT |
Microsoft Corp
Technology
|
4,057 | $1,962,046 | 1.87% |
| IBIT |
iShares Bitcoin Trust ETF
|
34,524 | $1,714,116 | 1.64% |
Portfolio Trend
Holdings in FTF
Export CSVShares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $367,056 | 59,684 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $378,269 | 59,383 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $359,404 | 55,982 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $359,867 | 55,707 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $367,620 | 55,448 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $308,954 | 46,320 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $293,668 | 46,320 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $114,866 | 18,320 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $90,979 | 14,627 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $89,078 | 14,627 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $90,394 | 14,627 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $90,394 | 14,627 | Shares | Sole | 2023-05-10 | |
| No quarters match your search. | ||||||