Powell Investment Advisors, LLC
CIK
1802195
City
MIAMI
State / Country
FL
Top Portfolio Positions
103 positions ·
$105,260,988 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
31,469 | $18,163,277 | 17.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,112 | $7,937,586 | 7.54% | |
| NVDA |
Nvidia Corp
Technology
|
35,921 | $6,264,622 | 5.95% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
6,574 | $5,561,538 | 5.28% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,945 | $5,166,951 | 4.91% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
13,405 | $4,983,308 | 4.73% | |
| AAPL |
Apple Inc.
Technology
|
14,349 | $3,641,632 | 3.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
9,853 | $2,898,358 | 2.75% | |
| MSFT |
Microsoft Corp
Technology
|
6,034 | $2,233,605 | 2.12% | |
| IBIT |
iShares Bitcoin Trust ETF
|
52,880 | $2,031,649 | 1.93% |
Portfolio Trend
Holdings in HTD
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,177 | 10,100 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $238,966 | 10,100 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $250,480 | 10,100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $236,239 | 10,100 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $241,693 | 10,100 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $222,402 | 10,100 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $234,522 | 10,100 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $204,121 | 10,100 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $198,566 | 10,100 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $191,672 | 10,104 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $179,376 | 10,100 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $216,770 | 10,626 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $226,333 | 10,616 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $242,453 | 10,606 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $222,113 | 10,597 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $242,994 | 10,588 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $270,450 | 10,581 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $276,483 | 10,573 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $241,727 | 10,565 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $274,248 | 11,014 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $258,343 | 10,998 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $247,577 | 11,767 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $239,044 | 12,522 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $240,827 | 12,504 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $219,611 | 12,485 | Shares | Sole | 2020-05-12 | |
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