Powell Investment Advisors, LLC

13F filer · CIK 0001802195

Reported Jul 29, 2026

Net seller this quarter

13F portfolio value$317MU.S. long equity reported on 13F

Positions1016 new · 16 closed

Net flow last quarter-$10.3MBuys minus sells

Top 10 positions weight22.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026101 positions
QQQInvesco QQQ Trust, Series 1	$23.6M	7.45%	Not reported	+1.8%	Q1 2020
AMZNAmazon Com Inc	$9.01M	2.84%	0.00%	-0.8%	Q3 2020
IWSImageware Systems Inc	$8.76M	2.77%	Not reported	+0.9%	Q4 2019
NVDANvidia Corp	$6.93M	2.19%	0.00%	-3.6%	Q2 2023
GSGoldman Sachs Group Inc	$6.67M	2.11%	0.00%	+0.3%	Q4 2019
TSLATesla, Inc.	$5.59M	1.77%	0.00%	-0.8%	Q1 2022
AAPLApple Inc.	$4.11M	1.30%	0.00%	-1.1%	Q4 2019
JPMJPMorgan Chase & Co	$3.09M	0.98%	0.00%	-4.1%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.62M	0.83%	Not reported	-55.9%	Q4 2019
BRK.BBerkshire Hathaway Inc	$2.23M	0.70%	Not reported	-2.2%	Q4 2019
GOOGLAlphabet Inc.	$1.98M	0.63%	0.00%	+4.4%	Q1 2022
SCCOSouthern Copper Corp/	$1.72M	0.54%	0.00%	Not reported	Q4 2019
MSFTMicrosoft Corp	$1.56M	0.49%	0.00%	-30.9%	Q4 2019
LRCXLam Research Corp	$1.5M	0.47%	0.00%	Not reported	Q3 2023
ALSNAllison Transmission Holdings Inc	$1.36M	0.43%	0.01%	Not reported	Q4 2019
IBITiShares Bitcoin Trust ETF	$1.3M	0.41%	0.00%	-26.2%	Q3 2024
IBMInternational Business Machines Corp	$1.29M	0.41%	0.00%	0.0%	Q4 2019
CSCOCisco Systems, Inc.	$1.28M	0.40%	0.00%	Not reported	Q4 2019
CCitigroup Inc	$1.21M	0.38%	0.00%	Not reported	Q4 2019
AVGOBroadcom Inc.	$1.19M	0.38%	0.00%	Not reported	Q3 2025
SONSonoco Products Co	$1.19M	0.37%	0.02%	+0.8%	Q4 2019
CQPCheniere Energy Partners, L.P.	$1.11M	0.35%	0.00%	+1.2%	Q4 2019
GOOGAlphabet Inc.	$1.03M	0.32%	Not reported	+13.4%	Q1 2022
LMTLockheed Martin Corp	$982K	0.31%	0.00%	Not reported	Q4 2019
MSMorgan Stanley	$967K	0.31%	0.00%	+0.5%	Q1 2021
AEPAmerican Electric Power Co Inc	$918K	0.29%	0.00%	Not reported	Q4 2019
AMATApplied Materials Inc	$908K	0.29%	0.00%	Not reported	Q3 2025
GILDGilead Sciences, Inc.	$889K	0.28%	0.00%	Not reported	Q2 2022
NETCloudflare, Inc.	$879K	0.28%	Not reported	Not reported	Q4 2023
LLYELI LILLY & Co	$819K	0.26%	0.00%	Not reported	Q4 2021
BXBlackstone Inc.	$800K	0.25%	0.00%	Not reported	Q4 2019
HDHome Depot, Inc.	$797K	0.25%	0.00%	Not reported	Q4 2019
BRK.ABerkshire Hathaway Inc	$749K	0.24%	Not reported	Not reported	Q1 2025
EDConsolidated Edison Inc	$738K	0.23%	0.00%	Not reported	Q4 2019
KOCoca Cola Co	$710K	0.22%	0.00%	0.0%	Q4 2020
LAMRLamar Advertising Co	$692K	0.22%	Not reported	Not reported	Q2 2022
BLKBlackRock, Inc.	$681K	0.21%	0.00%	Not reported	Q2 2022
PMPhilip Morris International Inc.	$654K	0.21%	0.00%	Not reported	Q4 2019
VOTVan Kampen Municipal Opportunity Trust II	$646K	0.20%	Not reported	Not reported	Q4 2022
GLWCorning Inc	$628K	0.20%	0.00%	Not reported	Q3 2025
NEENextera Energy Inc	$621K	0.20%	0.00%	Not reported	Q4 2019
JNJJohnson & Johnson	$589K	0.19%	0.00%	0.0%	Q4 2019
SESea Ltd	$579K	0.18%	0.00%	Not reported	Q3 2023
GLTRabrdn Precious Metals Basket ETF Trust	$573K	0.18%	0.02%	-37.5%	Q4 2019
DDOGDatadog, Inc.	$559K	0.18%	0.00%	Not reported	Q4 2023
HEIHeico Corp	$540K	0.17%	0.00%	Not reported	Q4 2019
MRKMerck & Co., Inc.	$531K	0.17%	0.00%	Not reported	Q4 2019
BMYBristol Myers Squibb Co	$499K	0.16%	0.00%	Not reported	Q4 2019
LENLennar Corp	$488K	0.15%	Not reported	Not reported	Q2 2022
INTCIntel Corp	$476K	0.15%	0.00%	Not reported	Q2 2022

Q1 2026Reported Apr 23, 2026111 positions
QQQInvesco QQQ Trust, Series 1	$18.2M	6.26%	Not reported	-0.3%	Q1 2020
AMZNAmazon Com Inc	$7.94M	2.74%	0.00%	-0.3%	Q3 2020
IWSImageware Systems Inc	$7.69M	2.65%	Not reported	+0.1%	Q4 2019
NVDANvidia Corp	$6.26M	2.16%	0.00%	-0.7%	Q2 2023
GSGoldman Sachs Group Inc	$5.56M	1.92%	0.00%	+0.4%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$5.18M	1.79%	Not reported	+133.8%	Q4 2019
TSLATesla, Inc.	$4.98M	1.72%	0.00%	+8.5%	Q1 2022
AAPLApple Inc.	$3.64M	1.26%	0.00%	+7.1%	Q4 2019
JPMJPMorgan Chase & Co	$2.9M	1.00%	0.00%	Not reported	Q4 2019
MSFTMicrosoft Corp	$2.23M	0.77%	0.00%	+48.7%	Q4 2019
BRK.BBerkshire Hathaway Inc	$2.18M	0.75%	Not reported	-4.7%	Q4 2019
IBITiShares Bitcoin Trust ETF	$2.03M	0.70%	0.00%	+53.2%	Q3 2024
SCCOSouthern Copper Corp/	$1.69M	0.58%	0.00%	0.0%	Q4 2019
GOOGLAlphabet Inc.	$1.53M	0.53%	0.00%	Not reported	Q1 2022
ALSNAllison Transmission Holdings Inc	$1.41M	0.49%	0.01%	Not reported	Q4 2019
CQPCheniere Energy Partners, L.P.	$1.17M	0.40%	0.00%	+1.4%	Q4 2019
LMTLockheed Martin Corp	$1.16M	0.40%	0.00%	Not reported	Q4 2019
SONSonoco Products Co	$1.13M	0.39%	0.02%	+0.8%	Q4 2019
IBMInternational Business Machines Corp	$1.11M	0.38%	0.00%	0.0%	Q4 2019
GLTRabrdn Precious Metals Basket ETF Trust	$1.11M	0.38%	0.04%	Not reported	Q4 2019
XOMExxonMobil Holdings Corp	$1.08M	0.37%	0.00%	0.0%	Q4 2019
BNBROOKFIELD Corp	$1.03M	0.36%	Not reported	-20.6%	Q4 2022
GILDGilead Sciences, Inc.	$981K	0.34%	0.00%	Not reported	Q2 2022
CCitigroup Inc	$979K	0.34%	0.00%	Not reported	Q4 2019
AVGOBroadcom Inc.	$973K	0.34%	0.00%	Not reported	Q3 2025
CEGConstellation Energy Corp	$922K	0.32%	0.00%	Not reported	Q2 2025
AEPAmerican Electric Power Co Inc	$879K	0.30%	0.00%	Not reported	Q4 2019
CSCOCisco Systems, Inc.	$842K	0.29%	0.00%	Not reported	Q4 2019
NNENano Nuclear Energy Inc.	$791K	0.27%	0.07%	Not reported	Q4 2024
BXBlackstone Inc.	$782K	0.27%	0.00%	+2.7%	Q4 2019
CVXChevron Corp	$772K	0.27%	0.00%	Not reported	Q3 2022
MSMorgan Stanley	$758K	0.26%	0.00%	+0.6%	Q1 2021
EDConsolidated Edison Inc	$755K	0.26%	0.00%	Not reported	Q4 2019
HDHome Depot, Inc.	$743K	0.26%	0.00%	Not reported	Q4 2019
LRCXLam Research Corp	$740K	0.26%	0.00%	Not reported	Q3 2023
NETCloudflare, Inc.	$739K	0.25%	Not reported	Not reported	Q4 2023
GOOGAlphabet Inc.	$736K	0.25%	Not reported	-5.0%	Q1 2022
BRK.ABerkshire Hathaway Inc	$718K	0.25%	Not reported	Not reported	Q1 2025
BLKBlackRock, Inc.	$681K	0.23%	0.00%	Not reported	Q2 2022
KOCoca Cola Co	$665K	0.23%	0.00%	-13.8%	Q4 2020
NEENextera Energy Inc	$658K	0.23%	0.00%	Not reported	Q4 2019
LLYELI LILLY & Co	$628K	0.22%	0.00%	Not reported	Q4 2021
PMPhilip Morris International Inc.	$598K	0.21%	0.00%	Not reported	Q4 2019
JNJJohnson & Johnson	$566K	0.20%	0.00%	Not reported	Q4 2019
LAMRLamar Advertising Co	$562K	0.19%	Not reported	Not reported	Q2 2022
VOTVan Kampen Municipal Opportunity Trust II	$543K	0.19%	Not reported	Not reported	Q4 2022
TAt&T Inc.	$529K	0.18%	0.00%	+0.8%	Q4 2019
BMYBristol Myers Squibb Co	$525K	0.18%	0.00%	Not reported	Q4 2019
GLDSPDR Gold Trust	$519K	0.18%	0.00%	+39.6%	Q1 2022
METAMeta Platforms, Inc.	$513K	0.18%	Not reported	+2.5%	Q4 2021

Q4 2025Reported Feb 9, 2026107 positions
QQQInvesco QQQ Trust, Series 1	$19.4M	6.68%	Not reported	+1.5%	Q1 2020
AMZNAmazon Com Inc	$8.82M	3.04%	0.00%	+0.8%	Q3 2020
IWSImageware Systems Inc	$7.43M	2.56%	Not reported	-0.1%	Q4 2019
NVDANvidia Corp	$6.75M	2.32%	0.00%	0.0%	Q2 2023
GSGoldman Sachs Group Inc	$5.76M	1.98%	0.00%	+0.3%	Q4 2019
TSLATesla, Inc.	$5.55M	1.91%	0.00%	-0.9%	Q1 2022
AAPLApple Inc.	$3.64M	1.25%	0.00%	-2.7%	Q4 2019
JPMJPMorgan Chase & Co	$3.17M	1.09%	0.00%	Not reported	Q4 2019
BRK.BBerkshire Hathaway Inc	$2.4M	0.83%	Not reported	-7.5%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.32M	0.80%	Not reported	+3.8%	Q4 2019
MSFTMicrosoft Corp	$1.96M	0.68%	0.00%	0.0%	Q4 2019
IBITiShares Bitcoin Trust ETF	$1.71M	0.59%	0.00%	+69.5%	Q3 2024
GOOGLAlphabet Inc.	$1.66M	0.57%	0.00%	Not reported	Q1 2022
BNBROOKFIELD Corp	$1.47M	0.51%	Not reported	-11.6%	Q4 2022
SCCOSouthern Copper Corp/	$1.39M	0.48%	0.00%	0.0%	Q4 2019
IBMInternational Business Machines Corp	$1.36M	0.47%	0.00%	0.0%	Q4 2019
ALSNAllison Transmission Holdings Inc	$1.18M	0.41%	0.01%	Not reported	Q4 2019
CEGConstellation Energy Corp	$1.17M	0.40%	0.00%	Not reported	Q2 2025
AVGOBroadcom Inc.	$1.09M	0.37%	0.00%	+204.2%	Q3 2025
GLTRabrdn Precious Metals Basket ETF Trust	$1.04M	0.36%	0.04%	Not reported	Q4 2019
BXBlackstone Inc.	$1.02M	0.35%	0.00%	Not reported	Q4 2019
CCitigroup Inc	$1.01M	0.35%	0.00%	Not reported	Q4 2019
CQPCheniere Energy Partners, L.P.	$952K	0.33%	0.00%	+1.6%	Q4 2019
LMTLockheed Martin Corp	$932K	0.32%	0.00%	Not reported	Q4 2019
NNENano Nuclear Energy Inc.	$927K	0.32%	0.08%	Not reported	Q4 2024
SONSonoco Products Co	$904K	0.31%	0.02%	+1.0%	Q4 2019
GILDGilead Sciences, Inc.	$864K	0.30%	0.00%	Not reported	Q2 2022
GOOGAlphabet Inc.	$847K	0.29%	Not reported	+16.5%	Q1 2022
CSCOCisco Systems, Inc.	$836K	0.29%	0.00%	Not reported	Q4 2019
MSMorgan Stanley	$813K	0.28%	0.00%	+0.6%	Q1 2021
HDHome Depot, Inc.	$778K	0.27%	0.00%	Not reported	Q4 2019
AEPAmerican Electric Power Co Inc	$774K	0.27%	0.00%	Not reported	Q4 2019
SESea Ltd	$770K	0.27%	0.00%	Not reported	Q3 2023
XOMExxonMobil Holdings Corp	$765K	0.26%	0.00%	+0.3%	Q4 2019
BLKBlackRock, Inc.	$758K	0.26%	0.00%	Not reported	Q2 2022
BRK.ABerkshire Hathaway Inc	$755K	0.26%	Not reported	Not reported	Q1 2025
LLYELI LILLY & Co	$734K	0.25%	0.00%	Not reported	Q4 2021
NETCloudflare, Inc.	$706K	0.24%	Not reported	Not reported	Q4 2023
KOCoca Cola Co	$704K	0.24%	0.00%	Not reported	Q4 2020
EDConsolidated Edison Inc	$663K	0.23%	0.00%	Not reported	Q4 2019
SHOPShopify Inc.	$595K	0.20%	0.00%	Not reported	Q3 2023
LRCXLam Research Corp	$593K	0.20%	0.00%	Not reported	Q3 2023
VOTVan Kampen Municipal Opportunity Trust II	$589K	0.20%	Not reported	Not reported	Q4 2022
PMPhilip Morris International Inc.	$581K	0.20%	0.00%	Not reported	Q4 2019
METAMeta Platforms, Inc.	$578K	0.20%	Not reported	+69.1%	Q4 2021
GISGeneral Mills Inc	$572K	0.20%	0.00%	+0.9%	Q4 2019
NEENextera Energy Inc	$568K	0.20%	0.00%	Not reported	Q4 2019
EZBCFranklin Templeton Digital Holdings Trust	$562K	0.19%	0.11%	-10.0%	Q3 2024
LAMRLamar Advertising Co	$562K	0.19%	Not reported	Not reported	Q2 2022
LENLennar Corp	$554K	0.19%	Not reported	Not reported	Q2 2022

Q3 2025Reported Nov 13, 2025106 positions
QQQInvesco QQQ Trust, Series 1	$18.7M	6.53%	Not reported	+0.2%	Q1 2020
AMZNAmazon Com Inc	$8.32M	2.91%	0.00%	-3.7%	Q3 2020
IWSImageware Systems Inc	$7.37M	2.58%	Not reported	-1.1%	Q4 2019
NVDANvidia Corp	$6.75M	2.36%	0.00%	+8.7%	Q2 2023
TSLATesla, Inc.	$5.54M	1.94%	0.00%	-34.7%	Q1 2022
GSGoldman Sachs Group Inc	$5.2M	1.82%	0.00%	+0.3%	Q4 2019
AAPLApple Inc.	$3.5M	1.22%	0.00%	-4.5%	Q4 2019
JPMJPMorgan Chase & Co	$3.11M	1.09%	0.00%	Not reported	Q4 2019
BRK.BBerkshire Hathaway Inc	$2.59M	0.91%	Not reported	-2.8%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.19M	0.76%	Not reported	-1.6%	Q4 2019
MSFTMicrosoft Corp	$2.1M	0.73%	0.00%	Not reported	Q4 2019
BNBROOKFIELD Corp	$1.66M	0.58%	Not reported	-5.9%	Q4 2022
NNENano Nuclear Energy Inc.	$1.49M	0.52%	0.09%	Not reported	Q4 2024
CVXChevron Corp	$1.46M	0.51%	0.00%	+0.3%	Q3 2022
IBITiShares Bitcoin Trust ETF	$1.32M	0.46%	0.00%	+2.8%	Q3 2024
IBMInternational Business Machines Corp	$1.29M	0.45%	0.00%	0.0%	Q4 2019
GOOGLAlphabet Inc.	$1.29M	0.45%	0.00%	Not reported	Q1 2022
SCCOSouthern Copper Corp/	$1.17M	0.41%	0.00%	0.0%	Q4 2019
BXBlackstone Inc.	$1.13M	0.40%	0.00%	+1.2%	Q4 2019
CEGConstellation Energy Corp	$1.09M	0.38%	0.00%	Not reported	Q2 2025
SESea Ltd	$1.08M	0.38%	0.00%	Not reported	Q3 2023
ALSNAllison Transmission Holdings Inc	$1.03M	0.36%	0.01%	-21.7%	Q4 2019
LMTLockheed Martin Corp	$962K	0.34%	0.00%	+161.5%	Q4 2019
CQPCheniere Energy Partners, L.P.	$943K	0.33%	0.00%	+1.5%	Q4 2019
HDHome Depot, Inc.	$916K	0.32%	0.00%	Not reported	Q4 2019
SONSonoco Products Co	$884K	0.31%	0.02%	+0.9%	Q4 2019
CCitigroup Inc	$876K	0.31%	0.00%	Not reported	Q4 2019
GLTRabrdn Precious Metals Basket ETF Trust	$837K	0.29%	0.04%	-10.3%	Q4 2019
BLKBlackRock, Inc.	$825K	0.29%	0.00%	Not reported	Q2 2022
EZBCFranklin Templeton Digital Holdings Trust	$817K	0.29%	0.13%	Not reported	Q3 2024
GILDGilead Sciences, Inc.	$781K	0.27%	0.00%	Not reported	Q2 2022
NETCloudflare, Inc.	$769K	0.27%	Not reported	Not reported	Q4 2023
AEPAmerican Electric Power Co Inc	$755K	0.26%	0.00%	Not reported	Q4 2019
BRK.ABerkshire Hathaway Inc	$754K	0.26%	Not reported	Not reported	Q1 2025
OKLOOklo Inc.	$752K	0.26%	0.00%	Not reported	Q2 2025
CSCOCisco Systems, Inc.	$743K	0.26%	0.00%	Not reported	Q4 2019
MSMorgan Stanley	$723K	0.25%	0.00%	+0.7%	Q1 2021
XOMExxonMobil Holdings Corp	$715K	0.25%	0.00%	+0.6%	Q4 2019
LENLennar Corp	$680K	0.24%	Not reported	Not reported	Q2 2022
EDConsolidated Edison Inc	$671K	0.23%	0.00%	Not reported	Q4 2019
BABAAlibaba Group Holding Ltd	$626K	0.22%	0.00%	Not reported	Q1 2025
VOTVan Kampen Municipal Opportunity Trust II	$621K	0.22%	Not reported	Not reported	Q4 2022
GISGeneral Mills Inc	$614K	0.21%	0.00%	+0.9%	Q4 2019
PMPhilip Morris International Inc.	$582K	0.20%	0.00%	Not reported	Q4 2019
UBERUber Technologies, Inc	$576K	0.20%	0.00%	Not reported	Q3 2023
GOOGAlphabet Inc.	$564K	0.20%	Not reported	Not reported	Q1 2022
SHOPShopify Inc.	$549K	0.19%	0.00%	Not reported	Q3 2023
LAMRLamar Advertising Co	$543K	0.19%	Not reported	Not reported	Q2 2022
DBDeutsche Bank Aktiengesellschaft	$535K	0.19%	0.00%	New	Q3 2025
NEENextera Energy Inc	$534K	0.19%	0.00%	Not reported	Q4 2019

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