Powell Investment Advisors, LLC

Position in MSTR — Strategy Inc

CIK 1802195 MIAMI, FL

Position in MSTR

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$213,907

-$171,778 QoQ

Shares Held

1,714

+43.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

Powell Investment Advisors, LLC holds $2,084,303 across 5 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	2,148	$559,253
2	SNOW	Snowflake Inc.	1,808	$460,136
3	UBER	Uber Technologies, Inc	5,875	$423,940
4	SHOP	Shopify Inc.	3,695	$421,895
5	PAYX	Paychex Inc	2,228	$219,079

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$213,907	1,714	+43.2%	Shares	Sole	2026-04-23
2025-09-30	$385,685	1,197	-4.9%	Shares	Sole	2025-11-13
2025-06-30	$508,925	1,259	+4.9%	Shares	Sole	2025-07-22
2025-03-31	$345,924	1,200	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.