Powell Investment Advisors
MIAMI, FLfiles as Powell Investment Advisors, LLC
$317m in 167 US stocks at the end of 30 June 2026. The top 10 are 61.8% of the money. It changed about 6.5% of the portfolio this quarter.
Value
$317m
Stocks
167
Top 10 share
61.8%
Turnover
6.5%
What changed this quarter
New
Bought for the first time this quarter.
- IntelINTC0.2% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- Tema ETF TrustNASA<0.1% of the fund
- NucorNUE<0.1% of the fund
- Edwards LifesciencesEW<0.1% of the fund
- ARK ETF TRARKG<0.1% of the fund
- ARK ETF TRARKQ<0.1% of the fund
- Hyperliquid StrategiesPURR<0.1% of the fund
- ARK ETF TRARKX<0.1% of the fund
- Schwab Strategic TRFNDX<0.1% of the fund
- Pimco ETF TRPYLD<0.1% of the fund
- Ishares TRSCZ<0.1% of the fund
- Ishares TRIGF<0.1% of the fund
Added
Bought more of a stock they already held.
- AlphabetGOOGL0.6% of the fund+4%
- Ishares TRPFF0.6% of the fund+13%
- AlphabetGOOG0.3% of the fund+13%
- Vaneck ETF TrustNLR0.1% of the fund+4%
- Ishares TRIVV<0.1% of the fund+11%
- Vaneck ETF TrustSMH<0.1% of the fund+13%
- Recursion PharmaceuticalsRXRX<0.1% of the fund+10%
- Global X FDSDRIV<0.1% of the fund+13%
- Nuveen PFD & Income OpportunJPC<0.1% of the fund+6%
- Ishares TREFV<0.1% of the fund+3%
- Ishares TRIEF<0.1% of the fund+5%
Cut
Sold some of their stake.
- Ishares TRIVW12.1% of the fund-4%
- NvidiaNVDA2.2% of the fund-4%
- JPMorgan ChaseJPM1.0% of the fund-4%
- State STR Spdr S&P 500 ETF TSPY0.8% of the fund-56%
- Fidelity Merrimack STR TRFBND0.8% of the fund-6%
- Berkshire HathawayBRK-B0.7% of the fund-2%
- Ishares TRIWM0.7% of the fund-3%
- MicrosoftMSFT0.5% of the fund-31%
- Ishares Bitcoin Trust ETFIBIT0.4% of the fund-26%
- Abrdn Precious Metals BasketGLTR0.2% of the fund-37%
- Ford MotorF0.1% of the fund-4%
- Advanced Micro DevicesAMD0.1% of the fund-43%
- Spdr Gold TRGLD0.1% of the fund-19%
- BrookfieldBN<0.1% of the fund-74%
- Vanguard Index FDSVOO<0.1% of the fund-8%
- Meta PlatformsMETA<0.1% of the fund-46%
- Ishares TRIGV<0.1% of the fund-75%
- SharplinkSBET<0.1% of the fund-40%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- Constellation EnergyCEG-100%
- Nano Nuclear EnergyNNE-100%
- ChevronCVX-100%
- General MillsGIS-100%
- Fidelity Ethereum FDFETH-100%
- Exchange Traded Concepts TRUNUKZ-100%
- Molson Coors BeverageTAP-100%
- IntuitINTU-100%
- Ishares TRFLOT-100%
- Verizon CommunicationsVZ-100%
- StrategyMSTR-100%
- ServiceNowNOW-100%
- Tyler TechnologiesTYL-100%
- Fidelity Solana FDFSOL-100%
- RedwireRDW-100%
- Exchange Traded Concepts TRUROBO-100%
- ETF Opportunities Trust-100%
- BTQ TechnologiesBTQ-100%
- AirwaYYAI-100%
Holdings
- Ishares TRIVW
- Share
- 12.1%
- Value
- $38m
- Shares
- 279,385
-4%
- Ishares TRIVE
- Share
- 11.4%
- Value
- $36m
- Shares
- 158,794
Held
- Ishares TRIWN
- Share
- 8.0%
- Value
- $25m
- Shares
- 115,249
Held
- Ishares TRIWO
- Share
- 7.5%
- Value
- $24m
- Shares
- 60,650
Held
- Invesco QQQ TRQQQ
- Share
- 7.5%
- Value
- $24m
- Shares
- 32,024
Held
- Ishares TRDVY
- Share
- 4.9%
- Value
- $16m
- Shares
- 99,237
Held
- Ishares TRIWS
- Share
- 2.8%
- Value
- $9m
- Shares
- 53,243
Held
- Ishares TRIWP
- Share
- 2.4%
- Value
- $8m
- Shares
- 52,203
Held
- Ishares TREFA
- Share
- 2.3%
- Value
- $7m
- Shares
- 70,899
Held
- Ishares TRIOO
- Share
- 1.3%
- Value
- $4m
- Shares
- 29,651
Held
- Spdr Series TrustCWB
- Share
- 1.0%
- Value
- $3m
- Shares
- 30,317
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.9%
- Value
- $3m
- Shares
- 49,233
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.8%
- Value
- $3m
- Shares
- 3,505
-56%
- Vanguard Index FDSVUG
- Share
- 0.8%
- Value
- $2m
- Shares
- 28,775
Held
- Fidelity Merrimack STR TRFBND
- Share
- 0.8%
- Value
- $2m
- Shares
- 54,171
-6%
- Ishares TRIWM
- Share
- 0.7%
- Value
- $2m
- Shares
- 7,163
-3%
- Ishares TRPFF
- Share
- 0.6%
- Value
- $2m
- Shares
- 64,624
+13%
- Vanguard Scottsdale FDSVCSH
- Share
- 0.5%
- Value
- $2m
- Shares
- 19,085
Held
- Spdr Series TrustXAR
- Share
- 0.4%
- Value
- $1m
- Shares
- 5,021
Held
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.4%
- Value
- $1m
- Shares
- 39,032
-26%
- Global X FDSPAVE
- Share
- 0.4%
- Value
- $1m
- Shares
- 21,834
Held
- Select Sector Spdr TRXLE
- Share
- 0.4%
- Value
- $1m
- Shares
- 23,050
Held
- Ishares TRITA
- Share
- 0.4%
- Value
- $1m
- Shares
- 4,885
Held
- Cheniere Energy Partners L PCQP
- Share
- 0.4%
- Value
- $1m
- Shares
- 18,272
Held
- Alps ETF TRAMLP
- Share
- 0.3%
- Value
- $1m
- Shares
- 21,208
Held
- Ishares TRIJR
- Share
- 0.3%
- Value
- $1m
- Shares
- 7,072
Held
- Vaneck ETF TrustPFXF
- Share
- 0.3%
- Value
- $949,873
- Shares
- 53,244
Held
- Ishares TRIJH
- Share
- 0.3%
- Value
- $928,681
- Shares
- 12,044
Held
- Select Sector Spdr TRXLU
- Share
- 0.3%
- Value
- $926,296
- Shares
- 20,430
Held
- Pimco ETF TRMINT
- Share
- 0.3%
- Value
- $918,507
- Shares
- 9,111
Held
- Select Sector Spdr TRXLF
- Share
- 0.3%
- Value
- $873,990
- Shares
- 16,303
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.2%
- Value
- $748,850
- Shares
- 1
Held
- Spdr Series TrustXBI
- Share
- 0.2%
- Value
- $671,771
- Shares
- 4,245
Held
- Vanguard Index FDSVOT
- Share
- 0.2%
- Value
- $645,987
- Shares
- 2,109
Held
- Ishares TREEM
- Share
- 0.2%
- Value
- $635,807
- Shares
- 9,294
Held
- Goldman Sachs ETF TRGSLC
- Share
- 0.2%
- Value
- $613,958
- Shares
- 4,327
Held
- Ishares TRIYW
- Share
- 0.2%
- Value
- $601,856
- Shares
- 2,386
Held
- SeaSE
- Share
- 0.2%
- Value
- $578,717
- Shares
- 6,039
Held
- Abrdn Precious Metals BasketGLTR
- Share
- 0.2%
- Value
- $572,615
- Shares
- 3,161
-37%
- Vaneck ETF TrustNLR
- Share
- 0.1%
- Value
- $460,152
- Shares
- 3,968
+4%
- Spdr Gold TRGLD
- Share
- 0.1%
- Value
- $361,381
- Shares
- 981
-19%
- Franklin LTD Duration Income TrustFTF
- Share
- 0.1%
- Value
- $349,350
- Shares
- 60,337
Held
- Alibaba Group HldgBABA
- Share
- 0.1%
- Value
- $339,605
- Shares
- 3,500
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVW | 12.1% | $38m | 279,385 | -4% |
| Ishares TRIVE | 11.4% | $36m | 158,794 | Held |
| Ishares TRIWN | 8.0% | $25m | 115,249 | Held |
| Ishares TRIWO | 7.5% | $24m | 60,650 | Held |
| Invesco QQQ TRQQQ | 7.5% | $24m | 32,024 | Held |
| Ishares TRDVY | 4.9% | $16m | 99,237 | Held |
| Amazon.comAMZN | 2.8% | $9m | 37,800 | Held |
| Ishares TRIWS | 2.8% | $9m | 53,243 | Held |
| Ishares TRIWP | 2.4% | $8m | 52,203 | Held |
| Ishares TREFA | 2.3% | $7m | 70,899 | Held |
| NvidiaNVDA | 2.2% | $7m | 34,616 | -4% |
| Goldman Sachs GroupGS | 2.1% | $7m | 6,594 | Held |
| TeslaTSLA | 1.8% | $6m | 13,297 | Held |
| AppleAAPL | 1.3% | $4m | 14,199 | Held |
| Ishares TRIOO | 1.3% | $4m | 29,651 | Held |
| Spdr Series TrustCWB | 1.0% | $3m | 30,317 | Held |
| JPMorgan ChaseJPM | 1.0% | $3m | 9,451 | -4% |
| Vanguard Intl Equity Index FVWO | 0.9% | $3m | 49,233 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.8% | $3m | 3,505 | -56% |
| Vanguard Index FDSVUG | 0.8% | $2m | 28,775 | Held |
| Fidelity Merrimack STR TRFBND | 0.8% | $2m | 54,171 | -6% |
| Berkshire HathawayBRK-B | 0.7% | $2m | 4,448 | -2% |
| Ishares TRIWM | 0.7% | $2m | 7,163 | -3% |
| AlphabetGOOGL | 0.6% | $2m | 5,547 | +4% |
| Ishares TRPFF | 0.6% | $2m | 64,624 | +13% |
| Southern CopperSCCO | 0.5% | $2m | 9,898 | Held |
| MicrosoftMSFT | 0.5% | $2m | 4,169 | -31% |
| Vanguard Scottsdale FDSVCSH | 0.5% | $2m | 19,085 | Held |
| Lam ResearchLRCX | 0.5% | $2m | 3,460 | Held |
| Spdr Series TrustXAR | 0.4% | $1m | 5,021 | Held |
| Allison Transmission HoldingsALSN | 0.4% | $1m | 12,079 | Held |
| Ishares Bitcoin Trust ETFIBIT | 0.4% | $1m | 39,032 | -26% |
| International Business MachinesIBM | 0.4% | $1m | 4,588 | Held |
| Global X FDSPAVE | 0.4% | $1m | 21,834 | Held |
| Cisco SystemsCSCO | 0.4% | $1m | 10,857 | Held |
| Select Sector Spdr TRXLE | 0.4% | $1m | 23,050 | Held |
| CitigroupC | 0.4% | $1m | 8,628 | Held |
| BroadcomAVGO | 0.4% | $1m | 3,145 | Held |
| Sonoco ProductsSON | 0.4% | $1m | 21,051 | Held |
| Ishares TRITA | 0.4% | $1m | 4,885 | Held |
| Cheniere Energy Partners L PCQP | 0.4% | $1m | 18,272 | Held |
| Alps ETF TRAMLP | 0.3% | $1m | 21,208 | Held |
| Ishares TRIJR | 0.3% | $1m | 7,072 | Held |
| AlphabetGOOG | 0.3% | $1m | 2,907 | +13% |
| Lockheed MartinLMT | 0.3% | $981,729 | 1,927 | Held |
| Morgan StanleyMS | 0.3% | $967,487 | 4,628 | Held |
| Vaneck ETF TrustPFXF | 0.3% | $949,873 | 53,244 | Held |
| Ishares TRIJH | 0.3% | $928,681 | 12,044 | Held |
| Select Sector Spdr TRXLU | 0.3% | $926,296 | 20,430 | Held |
| Pimco ETF TRMINT | 0.3% | $918,507 | 9,111 | Held |
| American Electric PowerAEP | 0.3% | $917,858 | 6,709 | Held |
| Applied MaterialsAMAT | 0.3% | $908,088 | 1,256 | Held |
| Gilead SciencesGILD | 0.3% | $889,434 | 7,040 | Held |
| CloudflareNET | 0.3% | $878,838 | 3,583 | Held |
| Select Sector Spdr TRXLF | 0.3% | $873,990 | 16,303 | Held |
| Eli LillyLLY | 0.3% | $819,211 | 683 | Held |
| BlackstoneBX | 0.3% | $800,156 | 6,800 | Held |
| Home DepotHD | 0.3% | $797,057 | 2,260 | Held |
| Berkshire Hathaway INC DELBRK-A | 0.2% | $748,850 | 1 | Held |
| Consolidated EdisonED | 0.2% | $738,013 | 6,671 | Held |
| Coca-ColaKO | 0.2% | $710,380 | 8,684 | Held |
| Lamar AdvertisingLAMR | 0.2% | $692,239 | 4,438 | Held |
| BlackRockBLK | 0.2% | $680,784 | 708 | Held |
| Spdr Series TrustXBI | 0.2% | $671,771 | 4,245 | Held |
| Philip Morris InternationalPM | 0.2% | $654,197 | 3,587 | Held |
| Vanguard Index FDSVOT | 0.2% | $645,987 | 2,109 | Held |
| Ishares TREEM | 0.2% | $635,807 | 9,294 | Held |
| CorningGLW | 0.2% | $627,592 | 2,457 | Held |
| NextEra EnergyNEE | 0.2% | $621,412 | 7,080 | Held |
| Goldman Sachs ETF TRGSLC | 0.2% | $613,958 | 4,327 | Held |
| Ishares TRIYW | 0.2% | $601,856 | 2,386 | Held |
| Johnson & JohnsonJNJ | 0.2% | $588,599 | 2,318 | Held |
| SeaSE | 0.2% | $578,717 | 6,039 | Held |
| Abrdn Precious Metals BasketGLTR | 0.2% | $572,615 | 3,161 | -37% |
| DatadogDDOG | 0.2% | $559,253 | 2,148 | Held |
| HeicoHEI | 0.2% | $540,297 | 1,517 | Held |
| MerckMRK | 0.2% | $531,499 | 4,109 | Held |
| Bristol-Myers SquibbBMY | 0.2% | $498,586 | 8,653 | Held |
| LennarLEN | 0.2% | $487,922 | 5,392 | Held |
| IntelINTC | 0.2% | $476,138 | 3,410 | New |
| Williams CompaniesWMB | 0.1% | $461,057 | 6,202 | Held |
| Vaneck ETF TrustNLR | 0.1% | $460,152 | 3,968 | +4% |
| SnowflakeSNOW | 0.1% | $460,136 | 1,808 | Held |
| Ford MotorF | 0.1% | $447,679 | 32,207 | -4% |
| McDonald'sMCD | 0.1% | $436,669 | 1,615 | Held |
| Uber TechnologiesUBER | 0.1% | $423,940 | 5,875 | Held |
| ShopifySHOP | 0.1% | $421,895 | 3,695 | Held |
| BlockXYZ | 0.1% | $420,052 | 5,527 | Held |
| Marsh & McLennan CompaniesMRSH | 0.1% | $393,175 | 2,359 | Held |
| Advanced Micro DevicesAMD | 0.1% | $382,239 | 658 | -43% |
| AT&TT | 0.1% | $381,121 | 18,412 | Held |
| Spdr Gold TRGLD | 0.1% | $361,381 | 981 | -19% |
| EnbridgeENB | 0.1% | $356,973 | 6,585 | Held |
| OkloOKLO | 0.1% | $352,443 | 6,735 | Held |
| Bank of AmericaBAC | 0.1% | $349,743 | 6,138 | Held |
| Franklin LTD Duration Income TrustFTF | 0.1% | $349,350 | 60,337 | Held |
| Apollo Global ManagementAPO | 0.1% | $342,744 | 2,897 | Held |
| WalmartWMT | 0.1% | $340,460 | 3,006 | Held |
| Alibaba Group HldgBABA | 0.1% | $339,605 | 3,500 | Held |
| Enterprise Products Partners L.P.EPD | 0.1% | $334,012 | 9,086 | Held |
Showing the largest 100 of 167.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 18.8% since 30 June 2025.
Where the money is
Technology7.2%
Financial services5.8%
Retail & consumer5.3%
Media & telecom1.3%
Industrials1.2%
Health care1.2%
Materials1.1%
Utilities0.9%
Everyday goods0.5%
Real estate0.5%
Energy0.3%
Other74.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.