Powell Investment Advisors, LLC Top Holdings and 13F Report (2026) About Powell Investment Advisors, LLCInvestment ActivityPowell Investment Advisors, LLC has $312.75 million in total holdings as of September 30, 2026.Powell Investment Advisors, LLC owns shares of 171 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 1.27% of the portfolio was purchased this quarter.About 1.26% of the portfolio was sold this quarter.This quarter, Powell Investment Advisors, LLC has purchased 167 new stocks and bought additional shares in 47 stocks.Powell Investment Advisors, LLC sold shares of 17 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $39,435,260iShares S&P 500 Value ETF $35,536,369iShares Russell 2000 Value ETF $24,109,166Invesco QQQ $23,830,522iShares Russell 2000 Growth ETF $21,627,620 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,035,023 Holding594972408 - Strategy $336,033 Holding81762P102 - ServiceNow $268,690 Holding049468101 - Atlassian $213,355 Holding92343V104 - Verizon Communications $201,977 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 6,360 shares (about $1.04M)SPACE EXPLORATION TECHN CORP 5,563 shares (about $839.23K)Strategy 2,195 shares (about $336.03K)ServiceNow 2,005 shares (about $268.69K)ISHARES BITCOIN TRUST ETF 5,010 shares (about $237.17K) Largest Sales this Quarter Southern Copper 5,065 shares (about $1.03M)iShares S&P 500 Value ETF 3,124 shares (about $713.15K)Tesla 1,212 shares (about $430.03K)iShares S&P 500 Growth ETF 2,179 shares (about $309.98K)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1,590 shares (about $230.57K) 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 PortfolioSectorIVWiShares S&P 500 Growth ETF$39,435,260$309,984 ▼-0.8%277,20612.6%ETFIVEiShares S&P 500 Value ETF$35,536,369$713,147 ▼-2.0%155,67011.4%ETFIWNiShares Russell 2000 Value ETF$24,109,166$29,742 ▼-0.1%115,1077.7%ETFQQQInvesco QQQ$23,830,522$116,261 ▲0.5%32,1817.6%ETFIWOiShares Russell 2000 Growth ETF$21,627,620$18,202 ▼-0.1%60,5996.9%ETFDVYiShares Select Dividend ETF$15,132,779$41,819 ▲0.3%99,5124.8%ETFAMZNAmazon.com$9,507,564$89,694 ▲1.0%38,1603.0%Consumer DiscretionaryIWSiShares Russell Mid-Cap Value ETF$8,560,818$2,572 ▲0.0%53,2592.7%ETFNVDANVIDIA$7,914,2580.0%34,6162.5%TechnologyEFAiShares MSCI EAFE ETF$7,229,703$135,992 ▼-1.8%69,5902.3%ETFIWPiShares Russell Mid-Cap Growth ETF$7,204,385$17,072 ▲0.2%52,3272.3%ETFGSThe Goldman Sachs Group$5,959,865$22,510 ▲0.4%6,6191.9%FinanceAAPLApple$4,639,267$89,249 ▼-1.9%13,9311.5%TechnologyTSLATesla$4,287,879$430,030 ▼-9.1%12,0851.4%Consumer DiscretionaryIOOiShares Global 100 ETF$4,219,559$50,548 ▼-1.2%29,3001.3%ETFJPMJPMorgan Chase & Co.$3,126,6740.0%9,4511.0%FinanceCWBSPDR Bloomberg Convertible Securities ETF$3,078,244$10,725 ▲0.3%30,4231.0%ETFVWOVanguard FTSE Emerging Markets ETF$2,861,982$58,005 ▼-2.0%48,2550.9%ETFSPYSPDR S&P 500 ETF Trust$2,636,147$43,579 ▼-1.6%3,4480.8%ETFVUGVanguard Growth ETF$2,593,692$811 ▲0.0%28,7840.8%ETFFBNDFidelity Total Bond ETF$2,344,420$10,171 ▼-0.4%53,9370.7%ETFBRK.BBerkshire Hathaway$2,214,8820.0%4,4480.7%FinanceMSFTMicrosoft$2,138,646$513 ▲0.0%4,1700.7%TechnologyISHARES BITCOIN TRUST ETF$2,084,948$237,173 ▲12.8%44,0420.7%SHS BEN INTIWMiShares Russell 2000 ETF$1,955,913$34,738 ▼-1.7%7,0380.6%ETFGOOGLAlphabet$1,909,574$1,032 ▲0.1%5,5500.6%Communication ServicesPFFiShares Preferred and Income Securities ETF$1,888,750$17,671 ▼-0.9%64,0250.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,474,3160.0%19,0850.5%ETFXLEEnergy Select Sector SPDR Fund$1,423,245$5,658 ▲0.4%23,1420.5%ETFALSNAllison Transmission$1,368,0680.0%12,0790.4%IndustrialsNETCloudflare$1,244,3040.0%3,5830.4%TechnologyCSCOCisco Systems$1,168,5390.0%10,8570.4%TechnologyXARSPDR S&P Aerospace & Defense ETF$1,161,612$463 ▲0.0%5,0230.4%ETFLAM RESEARCH CORP$1,137,7860.0%3,4600.4%COM NEWPAVEGlobal X U.S. Infrastructure Development ETF$1,127,788$18,480 ▼-1.6%21,4820.4%ETFCHENIERE ENERGY PARTNERS L P$1,125,299$13,267 ▲1.2%18,4900.4%COM UNITCCitigroup$1,117,1530.0%8,6280.4%FinanceAVGOBroadcom$1,104,4930.0%3,1450.4%TechnologyAMLPAlerian MLP ETF$1,102,962$2,905 ▲0.3%21,2640.4%ETFSPACE EXPLORATION TECHN CORP$1,051,645$839,234 ▲395.1%6,9710.3%CLASS A COM STKGILDGilead Sciences$1,049,3120.0%7,0400.3%HealthcareSONSonoco Products$1,036,598$8,885 ▲0.9%21,2330.3%MaterialsEXXONMOBIL HOLDINGS CORP$1,035,023$1,035,023 ▲New Holding6,3600.3%COM SHSITAiShares U.S. Aerospace & Defense ETF$1,013,186$1,036 ▲0.1%4,8900.3%ETFIBMInternational Business Machines$1,009,513$440 ▲0.0%4,5900.3%TechnologyGOOGAlphabet$1,007,472$17,035 ▲1.7%2,9570.3%Communication ServicesLMTLockheed Martin$981,3250.0%1,9270.3%IndustrialsSCCOSouthern Copper$979,359$1,026,371 ▼-51.2%4,8330.3%MaterialsIJRiShares Core S&P Small-Cap ETF$965,664$3,537 ▲0.4%7,0980.3%ETFPFXFVanEck Preferred Securities ex Financials ETF$932,8350.0%53,2440.3%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$916,902$804 ▲0.1%9,1190.3%ETFMSMorgan Stanley$874,990$4,514 ▲0.5%4,6520.3%FinanceIJHiShares Core S&P Mid-Cap ETF$868,810$2,230 ▲0.3%12,0750.3%ETFXLFFinancial Select Sector SPDR Fund$859,775$10,787 ▼-1.2%16,1010.3%ETFXLUUtilities Select Sector SPDR Fund$805,7590.0%20,4300.3%ETFAEPAmerican Electric Power$795,9560.0%6,7090.3%UtilitiesLLYEli Lilly and Company$790,2860.0%6830.3%HealthcareBXBlackstone$762,2120.0%6,8000.2%FinanceKOCoca-Cola$752,276$173 ▲0.0%8,6860.2%Consumer StaplesBLACKROCK INC$749,2690.0%7080.2%COMBRK.ABerkshire Hathaway$747,0050.0%10.2%FinanceEEMiShares MSCI Emerging Markets ETF$701,901$81,150 ▲13.1%10,5090.2%ETFPMPhilip Morris International$684,4710.0%3,5870.2%Consumer StaplesEDConsolidated Edison$681,8430.0%6,6710.2%UtilitiesXBISPDR S&P Biotech ETF$669,3520.0%4,2450.2%ETFHDHome Depot$642,9470.0%2,2600.2%Consumer DiscretionaryAMATApplied Materials$642,2930.0%1,2560.2%TechnologyLAMRLamar Advertising$639,5600.0%4,4380.2%Real EstateIYWiShares U.S. Technology ETF$632,1570.0%2,3860.2%ETFVOTVanguard Mid-Cap Growth ETF$616,0390.0%2,1090.2%ETFSNOWSnowflake$613,9240.0%1,8080.2%TechnologyJNJJohnson & Johnson$613,6050.0%2,3180.2%HealthcareMRKMerck & Co., Inc.$600,5710.0%4,1090.2%HealthcareGLTRabrdn Physical Precious Metals Basket Shares ETF$588,8940.0%3,1610.2%ETFDDOGDatadog$588,2300.0%2,1480.2%TechnologySESEA$587,9570.0%6,0390.2%Consumer DiscretionarySHOPIFY INC$547,9690.0%3,6950.2%CL A SUB VTG SHSBMYBristol Myers Squibb$539,9470.0%8,6530.2%HealthcareNEENextEra Energy$536,2390.0%7,0800.2%UtilitiesHEIHeico$480,672$20,622 ▲4.5%1,5850.2%IndustrialsINTCIntel$460,120$50,136 ▲12.2%3,8270.1%TechnologyTAT&T$453,534$4,270 ▲1.0%18,5870.1%Communication ServicesLENLennar$439,9330.0%5,3920.1%Consumer DiscretionaryWMBWilliams Companies$421,5500.0%6,2020.1%EnergyNLRVanEck Uranium and Nuclear ETF$412,548$2,069 ▲0.5%3,9880.1%ETFBLOCK INC$406,4000.0%5,5270.1%CL AMARSH & MCLENNAN COS INC$402,7520.0%2,3590.1%COMAMDAdvanced Micro Devices$402,5380.0%6580.1%TechnologyUBERUber Technologies$402,4960.0%5,8750.1%IndustrialsGLDSPDR Gold Shares$397,216$23,612 ▲6.3%1,0430.1%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$396,904$230,573 ▼-36.7%2,7370.1%ETFFFord Motor$388,891$470 ▲0.1%32,2460.1%Consumer DiscretionaryGLWCorning$377,7880.0%2,4570.1%TechnologyBABAAlibaba Group$376,3900.0%3,5000.1%Consumer DiscretionaryMCDMcDonald's$373,105$231 ▲0.1%1,6160.1%Consumer DiscretionaryMETAMeta Platforms$352,4370.0%4860.1%Communication ServicesAPOApollo Global Management$336,2260.0%2,8970.1%FinanceMSTRStrategy$336,033$336,033 ▲New Holding2,1950.1%TechnologyBACBank of America$334,0910.0%6,1380.1%FinanceFTFFranklin Limited Duration Income Trust$329,180$5,773 ▲1.8%61,4140.1%FinanceShowing largest 100 holdings. 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