Powell Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Powell Investment Advisors, LLC

Investment Activity

Powell Investment Advisors, LLC has $316.77 million in total holdings as of June 30, 2026.
Powell Investment Advisors, LLC owns shares of 167 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 1.79% of the portfolio was purchased this quarter.
About 5.12% of the portfolio was sold this quarter.
This quarter, Powell Investment Advisors, LLC has purchased 174 new stocks and bought additional shares in 47 stocks.
Powell Investment Advisors, LLC sold shares of 26 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

iShares S&P 500 Growth ETF: $38,423,851
iShares S&P 500 Value ETF: $36,055,697
iShares Russell 2000 Value ETF: $25,493,160
iShares Russell 2000 Growth ETF: $23,893,677
Invesco QQQ: $23,608,738

Largest New Holdings this Quarter

458140100 - Intel: $476,138 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $240,571 Holding
87975E776 - TEMA ETF TRUST: $237,116 Holding
670346105 - Nucor: $209,639 Holding
28176E108 - Edwards Lifesciences: $206,792 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 23,981 shares (about $2.07M)
Intel: 3,410 shares (about $476.14K)
Invesco QQQ: 555 shares (about $409.16K)
SPACE EXPLORATION TECHN CORP: 1,408 shares (about $240.57K)
TEMA ETF TRUST: 7,805 shares (about $237.12K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 4,440 shares (about $3.32M)
iShares S&P 500 Growth ETF: 10,705 shares (about $1.47M)
Brookfield: 18,926 shares (about $806.06K)
Microsoft: 1,865 shares (about $695.68K)
iShares Expanded Tech-Software Sector ETF: 5,110 shares (about $462.97K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVW iShares S&P 500 Growth ETF	$38,423,851	$1,472,260 â–¼	-3.7%	279,385	12.1%	ETF
IVE iShares S&P 500 Value ETF	$36,055,697	$181,648 â–²	0.5%	158,794	11.4%	ETF
IWN iShares Russell 2000 Value ETF	$25,493,160	$41,586 â–¼	-0.2%	115,249	8.0%	ETF
IWO iShares Russell 2000 Growth ETF	$23,893,677	$199,738 â–¼	-0.8%	60,650	7.5%	ETF
QQQ Invesco QQQ	$23,608,738	$409,157 â–²	1.8%	32,024	7.5%	ETF
DVY iShares Select Dividend ETF	$15,510,752	$112,067 â–²	0.7%	99,237	4.9%	ETF
AMZN Amazon.com	$9,009,252	$74,362 â–¼	-0.8%	37,800	2.8%	Consumer Discretionary
IWS iShares Russell Mid-Cap Value ETF	$8,763,739	$79,501 â–²	0.9%	53,243	2.8%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$7,643,051	$1,025 â–¼	0.0%	52,203	2.4%	ETF
EFA iShares MSCI EAFE ETF	$7,364,986	$5,194 â–¼	-0.1%	70,899	2.3%	ETF
NVDA NVIDIA	$6,926,317	$261,118 â–¼	-3.6%	34,616	2.2%	Technology
GS The Goldman Sachs Group	$6,669,389	$20,229 â–²	0.3%	6,594	2.1%	Finance
TSLA Tesla	$5,592,718	$45,425 â–¼	-0.8%	13,297	1.8%	Consumer Discretionary
AAPL Apple	$4,108,525	$43,403 â–¼	-1.0%	14,199	1.3%	Technology
IOO iShares Global 100 ETF	$4,050,389	$5,737 â–²	0.1%	29,651	1.3%	ETF
CWB SPDR Bloomberg Convertible Securities ETF	$3,268,739	$9,704 â–²	0.3%	30,317	1.0%	ETF
JPM JPMorgan Chase & Co.	$3,093,596	$131,587 â–¼	-4.1%	9,451	1.0%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$2,938,728	$49,304 â–²	1.7%	49,233	0.9%	ETF
SPY SPDR S&P 500 ETF Trust	$2,624,366	$3,324,447 â–¼	-55.9%	3,505	0.8%	ETF
VUG Vanguard Growth ETF	$2,478,657	$2,065,705 â–²	500.2%	28,775	0.8%	ETF
FBND Fidelity Total Bond ETF	$2,473,407	$146,110 â–¼	-5.6%	54,171	0.8%	ETF
BRK.B Berkshire Hathaway	$2,225,735	$49,539 â–¼	-2.2%	4,448	0.7%	Finance
IWM iShares Russell 2000 ETF	$2,152,043	$59,487 â–¼	-2.7%	7,163	0.7%	ETF
GOOGL Alphabet	$1,982,331	$83,267 â–²	4.4%	5,547	0.6%	Communication Services
PFF iShares Preferred and Income Securities ETF	$1,970,380	$223,522 â–²	12.8%	64,624	0.6%	ETF
SCCO Southern Copper	$1,724,825	$17,077 â–²	1.0%	9,898	0.5%	Materials
MSFT Microsoft	$1,555,112	$695,679 â–¼	-30.9%	4,169	0.5%	Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$1,508,288		0.0%	19,085	0.5%	ETF
LAM RESEARCH CORP	$1,500,221		0.0%	3,460	0.5%	COM NEW
XAR SPDR S&P Aerospace & Defense ETF	$1,424,863	$284 â–²	0.0%	5,021	0.4%	ETF
ALSN Allison Transmission	$1,361,786		0.0%	12,079	0.4%	Industrials
ISHARES BITCOIN TRUST ETF	$1,299,375	$461,000 â–¼	-26.2%	39,032	0.4%	SHS BEN INT
IBM International Business Machines	$1,290,163	$562 â–²	0.0%	4,588	0.4%	Technology
PAVE Global X U.S. Infrastructure Development ETF	$1,288,703		0.0%	21,834	0.4%	ETF
CSCO Cisco Systems	$1,275,263		0.0%	10,857	0.4%	Technology
XLE Energy Select Sector SPDR Fund	$1,224,177	$5,789 â–²	0.5%	23,050	0.4%	ETF
C Citigroup	$1,207,575		0.0%	8,628	0.4%	Finance
AVGO Broadcom	$1,188,024		0.0%	3,145	0.4%	Technology
SON Sonoco Products	$1,186,214	$9,861 â–²	0.8%	21,051	0.4%	Materials
ITA iShares U.S. Aerospace & Defense ETF	$1,184,130	$970 â–²	0.1%	4,885	0.4%	ETF
CHENIERE ENERGY PARTNERS L P	$1,113,698	$13,531 â–²	1.2%	18,272	0.4%	COM UNIT
AMLP Alerian MLP ETF	$1,099,629	$2,904 â–²	0.3%	21,208	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,048,915	$7,119 â–²	0.7%	7,072	0.3%	ETF
GOOG Alphabet	$1,027,130	$121,192 â–²	13.4%	2,907	0.3%	Communication Services
LMT Lockheed Martin	$981,729		0.0%	1,927	0.3%	Industrials
MS Morgan Stanley	$967,487	$4,808 â–²	0.5%	4,628	0.3%	Finance
PFXF VanEck Preferred Securities ex Financials ETF	$949,873		0.0%	53,244	0.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$928,681	$6,785 â–²	0.7%	12,044	0.3%	ETF
XLU Utilities Select Sector SPDR Fund	$926,296		0.0%	20,430	0.3%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$918,507	$706 â–²	0.1%	9,111	0.3%	ETF
AEP American Electric Power	$917,858		0.0%	6,709	0.3%	Utilities
AMAT Applied Materials	$908,088		0.0%	1,256	0.3%	Technology
GILD Gilead Sciences	$889,434		0.0%	7,040	0.3%	Healthcare
NET Cloudflare	$878,838		0.0%	3,583	0.3%	Technology
XLF Financial Select Sector SPDR Fund	$873,990	$1,394 â–²	0.2%	16,303	0.3%	ETF
LLY Eli Lilly and Company	$819,211		0.0%	683	0.3%	Healthcare
BX Blackstone	$800,156		0.0%	6,800	0.3%	Finance
HD Home Depot	$797,057		0.0%	2,260	0.3%	Consumer Discretionary
BRK.A Berkshire Hathaway	$748,850		0.0%	1	0.2%	Finance
ED Consolidated Edison	$738,013		0.0%	6,671	0.2%	Utilities
KO CocaCola	$710,380	$82 â–²	0.0%	8,684	0.2%	Consumer Staples
LAMR Lamar Advertising	$692,239		0.0%	4,438	0.2%	Real Estate
BLACKROCK INC	$680,784		0.0%	708	0.2%	COM
XBI SPDR S&P Biotech ETF	$671,771		0.0%	4,245	0.2%	ETF
PM Philip Morris International	$654,197		0.0%	3,587	0.2%	Consumer Staples
VOT Vanguard Mid-Cap Growth ETF	$645,987		0.0%	2,109	0.2%	ETF
EEM iShares MSCI Emerging Markets ETF	$635,807	$2,805 â–²	0.4%	9,294	0.2%	ETF
GLW Corning	$627,592		0.0%	2,457	0.2%	Technology
NEE NextEra Energy	$621,412		0.0%	7,080	0.2%	Utilities
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$613,958		0.0%	4,327	0.2%	ETF
IYW iShares U.S. Technology ETF	$601,856		0.0%	2,386	0.2%	ETF
JNJ Johnson & Johnson	$588,599	$254 â–²	0.0%	2,318	0.2%	Healthcare
SE SEA	$578,717		0.0%	6,039	0.2%	Consumer Discretionary
GLTR abrdn Physical Precious Metals Basket Shares ETF	$572,615	$343,460 â–¼	-37.5%	3,161	0.2%	ETF
DDOG Datadog	$559,253		0.0%	2,148	0.2%	Technology
HEI Heico	$540,297		0.0%	1,517	0.2%	Industrials
MRK Merck & Co., Inc.	$531,499		0.0%	4,109	0.2%	Healthcare
BMY Bristol Myers Squibb	$498,586		0.0%	8,653	0.2%	Healthcare
LEN Lennar	$487,922		0.0%	5,392	0.2%	Consumer Discretionary
INTC Intel	$476,138	$476,138 â–²	New Holding	3,410	0.2%	Technology
WMB Williams Companies	$461,057		0.0%	6,202	0.1%	Energy
NLR VanEck Uranium and Nuclear ETF	$460,152	$16,351 â–²	3.7%	3,968	0.1%	ETF
SNOW Snowflake	$460,136		0.0%	1,808	0.1%	Technology
F Ford Motor	$447,679	$16,652 â–¼	-3.6%	32,207	0.1%	Consumer Discretionary
MCD McDonald's	$436,669		0.0%	1,615	0.1%	Consumer Discretionary
UBER Uber Technologies	$423,940		0.0%	5,875	0.1%	Industrials
SHOPIFY INC	$421,895		0.0%	3,695	0.1%	CL A SUB VTG SHS
BLOCK INC	$420,052		0.0%	5,527	0.1%	CL A
MARSH & MCLENNAN COS INC	$393,175		0.0%	2,359	0.1%	COM
AMD Advanced Micro Devices	$382,239	$290,455 â–¼	-43.2%	658	0.1%	Technology
T AT&T	$381,121	$3,229 â–²	0.9%	18,412	0.1%	Communication Services
GLD SPDR Gold Shares	$361,381	$82,886 â–¼	-18.7%	981	0.1%	ETF
ENB Enbridge	$356,973		0.0%	6,585	0.1%	Energy
ALCC AltC Acquisition	$352,443		0.0%	6,735	0.1%
BAC Bank of America	$349,743		0.0%	6,138	0.1%	Finance
FTF Franklin Limited Duration Income Trust	$349,350	$1,945 â–²	0.6%	60,337	0.1%	Finance
APO Apollo Global Management	$342,744		0.0%	2,897	0.1%	Finance
WALMART INC	$340,460		0.0%	3,006	0.1%	COM
BABA Alibaba Group	$339,605		0.0%	3,500	0.1%	Consumer Discretionary
EPD Enterprise Products Partners	$334,012	$4,632 â–²	1.4%	9,086	0.1%	Energy

Showing largest 100 holdings. View all holdings.

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Powell Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Powell Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

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Powell Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Powell Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPowell Investment Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools