Powell Investment Advisors, LLC
175 holdingsFiling period: 2026-03-31Current AUM: $327.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 158.0K | $33.4M | $36.6M | 11.18% | +2.4K | 2026-03-31 |
| 2 | IVW | ISHARES TR | 290.1K | $32.8M | $39.2M | 11.99% | +150 | 2026-03-31 |
| 3 | IWN | ISHARES TR | 115.4K | $21.9M | $25.5M | 7.80% | +1.3K | 2026-03-31 |
| 4 | IWO | ISHARES TR | 61.2K | $19.2M | $22.7M | 6.92% | +823 | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TR | 31.5K | $18.2M | $21.7M | 6.61% | -95 | 2026-03-31 |
| 6 | DVY | ISHARES TR | 98.5K | $14.9M | $15.9M | 4.85% | +659 | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 38.1K | $7.9M | $10.3M | 3.16% | -100 | 2026-03-31 |
| 8 | IWS | ISHARES TR | 52.8K | $7.7M | $8.8M | 2.69% | +68 | 2026-03-31 |
| 9 | EFA | ISHARES TR | 70.9K | $6.9M | $7.5M | 2.29% | -455 | 2026-03-31 |
| 10 | IWP | ISHARES TR | 52.2K | $6.7M | $7.2M | 2.19% | +574 | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION | 35.9K | $6.3M | $7.2M | 2.20% | -268 | 2026-03-31 |
| 12 | GS | GOLDMAN SACHS GROUP INC | 6.6K | $5.6M | $6.7M | 2.04% | +25 | 2026-03-31 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | 7.9K | $5.2M | $6.0M | 1.82% | +4.5K | 2026-03-31 |
| 14 | TSLA | TESLA INC | 13.4K | $5.0M | $4.2M | 1.27% | +1.1K | 2026-03-31 |
| 15 | AAPL | APPLE INC | 14.3K | $3.6M | $4.4M | 1.35% | +956 | 2026-03-31 |
| 16 | IOO | ISHARES TR | 29.6K | $3.6M | $4.2M | 1.28% | +87 | 2026-03-31 |
| 17 | JPM | JPMORGAN CHASE & CO | 9.9K | $2.9M | $3.5M | 1.06% | -- | 2026-03-31 |
| 18 | CWB | SPDR SERIES TRUST | 30.2K | $2.8M | $3.1M | 0.94% | -435 | 2026-03-31 |
| 19 | FBND | FIDELITY MERRIMACK STR TR | 57.4K | $2.6M | $2.6M | 0.79% | -2,592 | 2026-03-31 |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | 48.4K | $2.6M | $2.8M | 0.87% | +914 | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 6.0K | $2.2M | $2.8M | 0.86% | +2.0K | 2026-03-31 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.5K | $2.2M | $2.2M | 0.67% | -224 | 2026-03-31 |
| 23 | VUG | VANGUARD INDEX FDS | 4.8K | $2.1M | $2.5M | 0.75% | +1 | 2026-03-31 |
| 24 | IBIT | ISHARES BITCOIN TRUST ETF | 52.9K | $2.0M | $1.9M | 0.58% | +18.4K | 2026-03-31 |
| 25 | IWM | ISHARES TR | 7.4K | $1.8M | $2.1M | 0.65% | -914 | 2026-03-31 |
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