Powell Investment Advisors, LLC
Top Portfolio Positions
104 positions ·
$107,439,910 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 | 16.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,112 | $7,937,586 | 7.39% | |
| NVDA |
Nvidia Corp
Technology
|
35,921 | $6,264,622 | 5.83% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
6,574 | $5,561,538 | 5.18% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,945 | $5,166,951 | 4.81% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
13,405 | $4,983,308 | 4.64% | |
| AAPL |
Apple Inc.
Technology
|
14,349 | $3,641,632 | 3.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
9,853 | $2,898,358 | 2.70% | |
| MSFT |
Microsoft Corp
Technology
|
6,034 | $2,233,605 | 2.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,547 | $2,178,922 | 2.03% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LTBR
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $124,189 | 11,650 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $147,256 | 11,650 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $247,096 | 11,650 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $155,760 | 11,650 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $86,909 | 11,650 | Shares | Sole | 2025-05-09 | |
| No 13F history on record for this holder in this stock. | ||||||