Powell Investment Advisors, LLC Top Holdings and 13F Report (2026) About Powell Investment Advisors, LLCInvestment ActivityPowell Investment Advisors, LLC has $290.10 million in total holdings as of March 31, 2026.Powell Investment Advisors, LLC owns shares of 174 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 3.49% of the portfolio was purchased this quarter.About 0.98% of the portfolio was sold this quarter.This quarter, Powell Investment Advisors, LLC has purchased 169 new stocks and bought additional shares in 53 stocks.Powell Investment Advisors, LLC sold shares of 22 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares S&P 500 Value ETF $33,360,485iShares S&P 500 Growth ETF $32,812,049iShares Russell 2000 Value ETF $21,885,759iShares Russell 2000 Growth ETF $19,191,792Invesco QQQ $18,163,540 Largest New Holdings this Quarter 166764100 - Chevron $771,910 Holding464287515 - iShares Expanded Tech-Software Sector ETF $546,261 Holding31613E103 - FIDELITY ETHEREUM FD $437,311 Holding92343V104 - Verizon Communications $220,823 Holding594972408 - Strategy $213,907 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 4,547 shares (about $2.97M)Chevron 3,731 shares (about $771.91K)Microsoft 1,977 shares (about $731.83K)ISHARES BITCOIN TRUST ETF 18,356 shares (about $705.24K)iShares Expanded Tech-Software Sector ETF 6,824 shares (about $546.26K) Largest Sales this Quarter Corning 1,995 shares (about $271.26K)Brookfield 6,609 shares (about $267.47K)iShares Russell 2000 ETF 914 shares (about $226.68K)Alerian MLP ETF 2,778 shares (about $146.24K)Fidelity Total Bond ETF 2,592 shares (about $118.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPowell Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVEiShares S&P 500 Value ETF$33,360,485$509,717 ▲1.6%157,99411.5%ETFIVWiShares S&P 500 Growth ETF$32,812,049$16,966 ▲0.1%290,09011.3%ETFIWNiShares Russell 2000 Value ETF$21,885,759$244,382 ▲1.1%115,4377.5%ETFIWOiShares Russell 2000 Growth ETF$19,191,792$258,267 ▲1.4%61,1576.6%ETFQQQInvesco QQQ$18,163,540$54,833 ▼-0.3%31,4696.3%FinanceDVYiShares Select Dividend ETF$14,916,861$99,779 ▲0.7%98,5205.1%ETFAMZNAmazon.com$7,937,586$20,827 ▼-0.3%38,1122.7%Retail/WholesaleIWSiShares Russell Mid-Cap Value ETF$7,689,188$9,910 ▲0.1%52,7602.7%ETFEFAiShares MSCI EAFE ETF$6,891,288$44,194 ▼-0.6%70,9492.4%FinanceIWPiShares Russell Mid-Cap Growth ETF$6,689,164$73,541 ▲1.1%52,2102.3%ETFNVDANVIDIA$6,264,964$46,742 ▼-0.7%35,9212.2%Computer and TechnologyGSThe Goldman Sachs Group$5,561,874$21,151 ▲0.4%6,5741.9%FinanceSPYSPDR S&P 500 ETF Trust$5,181,027$2,965,152 ▲133.8%7,9451.8%FinanceTSLATesla$4,983,309$392,196 ▲8.5%13,4051.7%Auto/Tires/TrucksAAPLApple$3,641,624$242,623 ▲7.1%14,3491.3%Computer and TechnologyIOOiShares Global 100 ETF$3,581,795$10,524 ▲0.3%29,6091.2%ETFJPMJPMorgan Chase & Co.$2,898,3580.0%9,8531.0%FinanceCWBSPDR Bloomberg Convertible Securities ETF$2,766,396$39,812 ▼-1.4%30,2271.0%ETFFBNDFidelity Total Bond ETF$2,627,469$118,708 ▼-4.3%57,3710.9%ETFVWOVanguard FTSE Emerging Markets ETF$2,616,408$49,402 ▲1.9%48,4070.9%ETFMSFTMicrosoft$2,233,626$731,833 ▲48.7%6,0340.8%Computer and TechnologyBRK.BBerkshire Hathaway$2,178,922$107,341 ▼-4.7%4,5470.8%FinanceVUGVanguard Growth ETF$2,094,081$437 ▲0.0%4,7940.7%ETFISHARES BITCOIN TRUST ETF$2,031,650$705,238 ▲53.2%52,8800.7%SHS BEN INTIWMiShares Russell 2000 ETF$1,825,595$226,680 ▼-11.0%7,3610.6%FinancePFFiShares Preferred and Income Securities ETF$1,737,131$26,864 ▲1.6%57,2930.6%ETFSCCOSouthern Copper$1,686,188$14,109 ▲0.8%9,8000.6%Basic MaterialsGOOGLAlphabet$1,528,0940.0%5,3140.5%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,512,8680.0%19,0850.5%ETFALSNAllison Transmission$1,413,9680.0%12,0790.5%Auto/Tires/TrucksXLEEnergy Select Sector SPDR Fund$1,405,361$5,820 ▲0.4%22,9410.5%ETFXARSPDR S&P Aerospace & Defense ETF$1,274,940$446,991 ▲54.0%5,0200.4%ETFCHENIERE ENERGY PARTNERS L P$1,166,598$16,158 ▲1.4%18,0500.4%COM UNITLMTLockheed Martin$1,164,6600.0%1,9270.4%AerospaceSONSonoco Products$1,129,199$8,546 ▲0.8%20,8760.4%IndustrialsAMLPAlerian MLP ETF$1,113,457$146,236 ▼-11.6%21,1520.4%ETFIBMInternational Business Machines$1,111,597$485 ▲0.0%4,5860.4%Computer and TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$1,109,386$4,268 ▲0.4%21,8340.4%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$1,106,0670.0%5,0570.4%ETFXOMExxonMobil$1,078,844$170 ▲0.0%6,3590.4%EnergyITAiShares U.S. Aerospace & Defense ETF$1,067,782$445,401 ▲71.6%4,8810.4%ETFBNBrookfield$1,031,054$267,466 ▼-20.6%25,4770.4%FinanceGILDGilead Sciences$981,1650.0%7,0400.3%MedicalCCitigroup$978,5010.0%8,6280.3%Financial ServicesAVGOBroadcom$973,4090.0%3,1450.3%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$937,5330.0%20,4300.3%ETFPFXFVanEck Preferred Securities ex Financials ETF$933,9000.0%53,2440.3%ETFCEGConstellation Energy$921,5250.0%3,3000.3%EnergyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$915,566$805 ▲0.1%9,1040.3%ETFAEPAmerican Electric Power$879,4160.0%6,7090.3%UtilitiesIJRiShares Core S&P Small-Cap ETF$873,167$497 ▼-0.1%7,0240.3%ETFCSCOCisco Systems$842,3950.0%10,8570.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$807,398$1,621 ▲0.2%11,9560.3%ETFXLFFinancial Select Sector SPDR Fund$803,578$43,790 ▼-5.2%16,2770.3%ETFNANO NUCLEAR ENERGY INC$790,8150.0%38,6140.3%COMBXBlackstone$781,932$20,468 ▲2.7%6,8000.3%FinanceCVXChevron$771,910$771,910 ▲New Holding3,7310.3%EnergyMSMorgan Stanley$757,818$4,443 ▲0.6%4,6050.3%FinanceEDConsolidated Edison$755,0240.0%6,6710.3%UtilitiesHDHome Depot$743,2910.0%2,2600.3%Retail/WholesaleLAM RESEARCH CORP$740,1630.0%3,4600.3%COM NEWNETCloudflare$739,3160.0%3,5830.3%Computer and TechnologyGOOGAlphabet$735,509$38,439 ▼-5.0%2,5640.3%Computer and TechnologyBRK.ABerkshire Hathaway$718,1400.0%10.2%FinanceBLACKROCK INC$680,8910.0%7080.2%COMKOCocaCola$664,930$106,444 ▼-13.8%8,6830.2%Consumer StaplesNEENextEra Energy$657,5900.0%7,0800.2%UtilitiesLLYEli Lilly and Company$628,2030.0%6830.2%MedicalPMPhilip Morris International$598,3470.0%3,5870.2%Consumer StaplesJNJJohnson & Johnson$566,4650.0%2,3170.2%MedicalLAMRLamar Advertising$562,1170.0%4,4380.2%FinanceIGViShares Expanded Tech-Software Sector ETF$546,261$546,261 ▲New Holding6,8240.2%ETFVOTVanguard Mid-Cap Growth ETF$542,7510.0%2,1090.2%ETFXBISPDR S&P Biotech ETF$542,2140.0%4,2450.2%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$541,4380.0%4,3270.2%ETFTAT&T$529,248$4,407 ▲0.8%18,2560.2%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$525,498$49,864 ▼-8.7%9,2530.2%FinanceBMYBristol Myers Squibb$524,8040.0%8,6530.2%MedicalGLDSPDR Gold Shares$518,930$147,159 ▲39.6%1,2060.2%FinanceMETAMeta Platforms$513,490$12,580 ▲2.5%8980.2%Computer and TechnologyNLRVanEck Uranium and Nuclear ETF$509,653$29,431 ▲6.1%3,8270.2%ETFMCDMcDonald's$502,0210.0%1,6150.2%Retail/WholesaleSESEA$500,0900.0%6,0390.2%Computer and TechnologyMRKMerck & Co., Inc.$497,7640.0%4,1090.2%MedicalLENLennar$468,2410.0%5,3920.2%ConstructionGISGeneral Mills$462,053$4,280 ▲0.9%12,4140.2%Consumer StaplesWMBWilliams Companies$451,3820.0%6,2020.2%EnergyBABAAlibaba Group$439,1100.0%3,5000.2%Retail/WholesaleSHOPIFY INC$438,3010.0%3,6950.2%CL A SUB VTG SHSFIDELITY ETHEREUM FD$437,311$437,311 ▲New Holding20,9440.2%SHSIYWiShares U.S. Technology ETF$432,824$181 ▲0.0%2,3860.1%ManufacturingAMATApplied Materials$429,2880.0%1,2560.1%Computer and TechnologyUBERUber Technologies$422,5890.0%5,8750.1%Computer and TechnologyHEIHeico$415,928$76,221 ▲22.4%1,5170.1%AerospaceMARSH & MCLENNAN COS INC$409,1690.0%2,3590.1%COMFFord Motor$385,493$623 ▲0.2%33,4050.1%Auto/Tires/TrucksWALMART INC$374,3300.0%3,0060.1%COMEXCHANGE TRADED CONCEPTS TRU$368,3270.0%5,6000.1%RANGE NUCLEAR REENBEnbridge$356,5120.0%6,5850.1%EnergyNFLXNetflix$350,9480.0%3,6500.1%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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