Powell Investment Advisors, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001802195 · MIAMI, FL

As of Sep 30, 2025, Powell Investment Advisors, LLC reported 167 positions worth $286.0M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES S&P 500 GROWTH ETF	IVW	—	290,370	$35.1M	12.25%
ISHARES S&P 500 VALUE ETF	IVE	—	156,000	$32.2M	11.26%
ISHARES RUSSELL 2000 VALUE ETF	IWN	—	113,998	$20.2M	7.05%
ISHARES RUSSELL 2000 GROWTH ETF	IWO	—	60,627	9.4M	6.78%
INVESCO QQQ TRUST SERIES 1	QQQ	—	31,089	8.7M	6.53%
ISHARES SELECT DIVIDEND ETF	DVY	—	95,570	3.6M	4.75%
AMAZON.COM INC	AMZN	Equity	37,910	$8.3M	2.91%
ISHARES RUSSELL MID-CAP GROWTH ETF	IWP	—	52,518	$7.5M	2.61%
ISHARES RUSSELL MID-CAP VALUE ETF	IWS	—	52,750	$7.4M	2.58%
NVIDIA CORP	NVDA	Technology	36,188	$6.8M	2.36%
ISHARES MSCI EAFE ETF	EFA	—	71,686	$6.7M	2.34%
TESLA INC	TSLA	Consumer Cyclical	12,459	$5.5M	1.94%
GOLDMAN SACHS GROUP INC	GS	Financial Services	6,529	$5.2M	1.82%
ISHARES GLOBAL 100 ETF	IOO	—	29,282	$3.5M	1.23%
APPLE INC	AAPL	Technology	13,758	$3.5M	1.22%
JPMORGAN CHASE & CO	JPM	Financial Services	9,853	$3.1M	1.09%
FIDELITY TOTAL BOND ETF	FBND	—	59,945	$2.8M	0.97%
STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF	CWB	—	30,529	$2.8M	0.97%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	5,155	$2.6M	0.91%
VANGUARD EMERGING MARKETS STOCK INDEX FUND	VWO	—	47,081	$2.6M	0.89%
VANGUARD GROWTH INDEX FUND	VUG	—	4,917	$2.4M	0.83%
SPDR S&P 500 ETF TRUST	SPY	—	3,275	$2.2M	0.76%
MICROSOFT CORP	MSFT	Technology	4,056	$2.1M	0.73%
ISHARES RUSSELL 2000 ETF	IWM	—	7,715	.9M	0.65%
ISHARES PREFERRED & INCOME S	PFF	—	55,025	.7M	0.61%