Powell Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Powell Investment Advisors, LLC held in its portfolio 166 assets valued at $290,472,596 (i.e. $290.47M).
The most valuable assets in the portfolio included: ISHARES TR ($35.74M), ISHARES TR ($32.99M), and ISHARES TR ($20.69M).
The chart below shows the top 10 valuable assets, and the table below shows the top 166 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Powell Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 289940 | 35737993 | S&P 500 GRWT ETF |
| ISHARES TR | 155580 | 32993856 | S&P 500 VAL ETF |
| ISHARES TR | 114148 | 20684776 | RUS 2000 VAL ETF |
| ISHARES TR | 60334 | 19488575 | RUS 2000 GRW ETF |
| INVESCO QQQ TR | 31564 | 19389796 | UNIT SER 1 |
| ISHARES TR | 97861 | 13812086 | SELECT DIVID ETF |
| AMAZON COM INC | 38212 | 8820094 | COM |
| ISHARES TR | 52692 | 7432234 | RUS MDCP VAL ETF |
| ISHARES TR | 51636 | 7071063 | RUS MD CP GR ETF |
| ISHARES TR | 71404 | 6856933 | MSCI EAFE ETF |
| NVIDIA CORPORATION | 36189 | 6749233 | COM |
| GOLDMAN SACHS GROUP INC | 6549 | 5756793 | COM |
| TESLA INC | 12350 | 5554042 | COM |
| SPDR SERIES TRUST | 38955 | 4059924 | STATE STREET SPD |
| ISHARES TR | 29522 | 3739546 | GLOBAL 100 ETF |
| APPLE INC | 13393 | 3641075 | COM |
| JPMORGAN CHASE & CO. | 9853 | 3174834 | COM |
| FIDELITY MERRIMACK STR TR | 59963 | 2776706 | TOTAL BD ETF |
| VANGUARD INTL EQUITY INDEX F | 47493 | 2553233 | FTSE EMR MKT ETF |
| BERKSHIRE HATHAWAY INC DEL | 4771 | 2398143 | CL B NEW |
| VANGUARD INDEX FDS | 4793 | 2338135 | GROWTH ETF |
| SPDR S&P 500 ETF TR | 3398 | 2324232 | TR UNIT |
| ISHARES TR | 8275 | 2036998 | RUSSELL 2000 ETF |
| MICROSOFT CORP | 4057 | 1962151 | COM |
| ISHARES TR | 56407 | 1746356 | PFD AND INCM SEC |
| ISHARES BITCOIN TRUST ETF | 34524 | 1714117 | SHS BEN INT |
| ALPHABET INC | 5314 | 1663282 | CAP STK CL A |
| VANGUARD SCOTTSDALE FDS | 19085 | 1521647 | SHRT TRM CORP BD |
| BROOKFIELD CORP | 32086 | 1472427 | CL A LTD VT SH |
| SOUTHERN COPPER CORP | 9718 | 1394241 | COM |
| INTERNATIONAL BUSINESS MACHS | 4584 | 1357792 | COM |
| ALLISON TRANSMISSION HLDGS I | 12079 | 1182534 | COM |
| CONSTELLATION ENERGY CORP | 3300 | 1165791 | COM |
| ALPS ETF TR | 23930 | 1125174 | ALERIAN MLP |
| BROADCOM INC | 3145 | 1088485 | COM |
| GLOBAL X FDS | 21750 | 1046562 | US INFR DEV ETF |
| ABRDN PRECIOUS METALS BASKET | 5057 | 1039719 | PHYSCL PRECS MET |
| SELECT SECTOR SPDR TR | 22846 | 1021438 | STATE STREET ENE |
| BLACKSTONE INC | 6622 | 1020715 | COM |
| CITIGROUP INC | 8628 | 1006801 | COM NEW |
| CHENIERE ENERGY PARTNERS LP | 17800 | 951963 | COM UNIT |
| VANECK ETF TRUST | 53244 | 940289 | PREFERRED SECURT |
| SELECT SECTOR SPDR TR | 17164 | 940059 | STATE STREET FIN |
| LOCKHEED MARTIN CORP | 1927 | 932032 | COM |
| NANO NUCLEAR ENERGY INC | 38614 | 927122 | COM |
| PIMCO ETF TR | 9096 | 915967 | ENHAN SHRT MA AC |
| SONOCO PRODS CO | 20718 | 904151 | COM |
| SELECT SECTOR SPDR TR | 20430 | 872157 | STATE STREET UTI |
| GILEAD SCIENCES INC | 7040 | 864090 | COM |
| ALPHABET INC | 2698 | 846632 | CAP STK CL C |
| ISHARES TR | 7028 | 844617 | CORE S&P SCP ETF |
| CISCO SYS INC | 10857 | 836315 | COM |
| MORGAN STANLEY | 4578 | 812721 | COM NEW |
| ISHARES TR | 11932 | 787524 | CORE S&P MCP ETF |
| HOME DEPOT INC | 2260 | 777666 | COM |
| AMERICAN ELEC PWR CO INC | 6709 | 773615 | COM |
| SEA LTD | 6039 | 770395 | SPONSORD ADS |
| EXXON MOBIL CORP | 6358 | 765179 | COM |
| BLACKROCK INC | 708 | 757801 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| ELI LILLY & CO | 683 | 734006 | COM |
| CLOUDFLARE INC | 3583 | 706388 | CL A COM |
| COCA COLA CO | 10073 | 704190 | COM |
| CONSOLIDATED EDISON INC | 6671 | 662564 | COM |
| ISHARES TR | 2845 | 610793 | US AER DEF ETF |
| SHOPIFY INC | 3695 | 594784 | CL A SUB VTG SHS |
| LAM RESEARCH CORP | 3460 | 593182 | COM NEW |
| VANGUARD INDEX FDS | 2109 | 588706 | MCAP GR IDXVIP |
| PHILIP MORRIS INTL INC | 3587 | 580628 | COM |
| META PLATFORMS INC | 876 | 578390 | CL A |
| GOLDMAN SACHS ETF TR | 4327 | 572765 | ACTIVEBETA US LG |
| GENERAL MLS INC | 12299 | 571907 | COM |
| NEXTERA ENERGY INC | 7080 | 568382 | COM |
| FRANKLIN TEMPLETON DIGITAL H | 11106 | 561964 | BITCOIN ETF SHS |
| LAMAR ADVERTISING CO NEW | 4438 | 561762 | CL A |
| LENNAR CORP | 5392 | 554298 | CL A |
| ISHARES TR | 10131 | 554287 | MSCI EMG MKT ETF |
| GRAYSCALE ETHEREUM MINI TR E | 19333 | 542484 | SHS NEW |
| ALIBABA GROUP HLDG LTD | 3500 | 513030 | SPONSORED ADS |
| MCDONALDS CORP | 1615 | 493651 | COM |
| OKLO INC | 6735 | 483304 | COM CL A |
| UBER TECHNOLOGIES INC | 5875 | 480046 | COM |
| JOHNSON & JOHNSON | 2317 | 479548 | COM |
| ISHARES TR | 2385 | 476287 | U.S. TECH ETF |
| BRISTOL-MYERS SQUIBB CO | 8653 | 466743 | COM |
| AT&T INC | 18104 | 449692 | COM |
| VANECK ETF TRUST | 3606 | 447805 | URANIUM AND NUCL |
| MARSH & MCLENNAN COS INC | 2359 | 437642 | COM |
| FORD MTR CO | 33351 | 437571 | COM |
| MERCK & CO INC | 4109 | 436006 | COM |
| HEICO CORP NEW | 1239 | 401076 | COM |
| SNOWFLAKE INC | 1808 | 396603 | COM SHS |
| APOLLO GLOBAL MGMT INC | 2711 | 392444 | COM |
| CORNING INC | 4452 | 389817 | COM |
| WILLIAMS COS INC | 6202 | 372802 | COM |
| FRANKLIN LTD DURATION INCOME | 59684 | 367057 | COM |
| BLOCK INC | 5527 | 359752 | CL A |
| EXCHANGE TRADED CONCEPTS TRU | 5600 | 355614 | RANGE NUCLEAR RE |
| INTUIT | 523 | 346446 | COM |
| SPDR GOLD TR | 864 | 342412 | GOLD SHS |
| NETFLIX INC | 3650 | 342224 | COM |
| BANK AMERICA CORP | 6138 | 337590 | COM |
| WALMART INC | 3006 | 335605 | COM |
| APPLIED MATLS INC | 1256 | 322779 | COM |
| ENBRIDGE INC | 6585 | 314961 | COM |
| WASTE MGMT INC DEL | 1427 | 313526 | COM |
| MOLSON COORS BEVERAGE CO | 6714 | 313410 | CL B |
| SERVICENOW INC | 2005 | 307146 | COM |
| ISHARES TR | 624 | 295339 | RUS 1000 GRW ETF |
| DATADOG INC | 2148 | 292107 | CL A COM |
| ELLINGTON FINANCIAL INC | 21225 | 290995 | COM |
| ENTERPRISE PRODS PARTNERS L | 8827 | 282998 | COM |
| AVERY DENNISON CORP | 1544 | 280823 | COM |
| TYLER TECHNOLOGIES INC | 606 | 275094 | COM |
| METLIFE INC | 3472 | 274080 | COM |
| WELLS FARGO CO NEW | 2817 | 262544 | COM |
| VANGUARD INDEX FDS | 418 | 262049 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 9698 | 256889 | US TIPS ETF |
| WARNER MUSIC GROUP CORP | 8367 | 256609 | COM CL A |
| PAYCHEX INC | 2228 | 249937 | COM |
| ADVANCED MICRO DEVICES INC | 1156 | 247569 | COM |
| SHARPLINK GAMING INC | 26779 | 239404 | COM NEW |
| HANCOCK JOHN TAX-ADVANTAGED | 10100 | 238966 | COM |
| ISHARES TR | 4337 | 220580 | FLTG RATE NT ETF |
| FEDERAL RLTY INVT TR NEW | 2183 | 220046 | SH BEN INT NEW |
| RIVERNORTH DOUBLELINE STRATE | 27070 | 215205 | COM |
| VANGUARD INTL EQUITY INDEX F | 2536 | 212035 | FTSE EUROPE ETF |
| GLOBAL X FDS | 4690 | 210179 | GLOBAL X URANIUM |
| ISHARES TR | 298 | 204112 | CORE S&P500 ETF |
| GLOBAL X FDS | 5402 | 196568 | RBTCS ARTFL INTE |
| VANGUARD INDEX FDS | 973 | 185833 | VALUE ETF |
| ISHARES TR | 1540 | 169261 | TIPS BD ETF |
| NUVEEN MUNICIPAL CREDIT INC | 13096 | 164742 | COM SH BEN INT |
| NUVEEN AMT FREE MUN CR INC F | 12618 | 159744 | COM |
| VANGUARD SCOTTSDALE FDS | 1820 | 152425 | INT-TERM CORP |
| M & T BK CORP | 747 | 150506 | COM |
| REDWIRE CORPORATION | 19600 | 148960 | COM |
| CLEANSPARK INC | 14593 | 147681 | COM NEW |
| LIGHTBRIDGE CORP | 11650 | 147256 | COM |
| VANGUARD SCOTTSDALE FDS | 620 | 146314 | VNG RUS2000GRW |
| ISHARES TR | 1317 | 145068 | IBOXX INV CP ETF |
| URANIUM ENERGY CORP | 11516 | 134507 | COM |
| RECURSION PHARMACEUTICALS IN | 29696 | 121457 | CL A |
| WELLS FARGO CO NEW | 100 | 121200 | PERP PFD CNV A |
| BTQ TECHNOLOGIES CORP | 20640 | 105677 | COM |
| VANECK ETF TRUST | 1750 | 102908 | ISRAEL ETF |
| NUVEEN PFD & INCOME OPPORTUN | 11627 | 94295 | COM |
| VANECK ETF TRUST | 243 | 87512 | SEMICONDUCTR ETF |
| WHITEHORSE FIN INC | 12033 | 86638 | COM |
| ISHARES TR | 1745 | 83659 | US HLTHCR PR ETF |
| ISHARES TR | 1979 | 75768 | CHINA LG-CAP ETF |
| GLOBAL X FDS | 2489 | 73994 | AUTONMOUS EV ETF |
| VANGUARD INDEX FDS | 228 | 71641 | LARGE CAP ETF |
| ISHARES TR | 1462 | 61282 | GLOBAL ENERG ETF |
| ISHARES TR | 533 | 60613 | SP SMCP600VL ETF |
| ISHARES TR | 808 | 57709 | EAFE VALUE ETF |
| ISHARES TR | 400 | 56464 | S&P SML 600 GWT |
| EXCHANGE TRADED CONCEPTS TRU | 754 | 52260 | ROBO GLB ETF |
| ISHARES TR | 501 | 48176 | 7-10 YR TRSY BD |
| BITFARMS LTD | 18996 | 44641 | COM |
| AMC ENTMT HLDGS INC | 25000 | 39000 | CL A NEW |
| BANK AMERICA CORP | 20 | 25403 | 7.25%CNV PFD L |
| ISHARES TR | 40 | 6751 | ISHARES BIOTECH |
| VANGUARD INDEX FDS | 16 | 5364 | TOTAL STK MKT |
| GLOBAL X FDS | 98 | 4989 | ARTIFICIAL ETF |
| ISHARES TR | 1 | 74 | IBOXX HI YD ETF |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.