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Latest Powell Investment Advisors, LLC Stock Portfolio

$316Million | No. of Holdings #164

Powell Investment Advisors, LLC Performance

2026 Q2+11.10%
YTD+8.13%
2025+14.39%

About Powell Investment Advisors, LLC and 13F Hedge Fund Stock Holdings

Powell Investment Advisors, LLC is a hedge fund based in Miami, FL. On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Powell Investment Advisors, LLC reported an equity portfolio of $316.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Powell Investment Advisors, LLC are IJR, IJR, IJR. The fund has invested 12.1% of it's portfolio in ISHARES TR and 11.4% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), CONSTELLATION ENERGY CORP (CEG) and NANO NUCLEAR ENERGY INC stocks. They significantly reduced their stock positions in ISHARES TR (IJR), BROOKFIELD CORP and STATE STR SPDR S&P 500 ETF T (SPY). Powell Investment Advisors, LLC opened new stock positions in INTEL CORP (INTC), SPACE EXPLORATION TECHN CORP and NUCOR CORP (NUE). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and ALPHABET INC (GOOG).
Powell Investment Advisors, LLC Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$316Million
  as of Jul 29, 2026

Powell Investment Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Powell Investment Advisors, LLC made a return of 11.1% in the last quarter. In trailing 12 months, it's portfolio return was 18.7%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
intel corp476,138
space exploration techn corp240,571
tema etf trust237,116
nucor corp209,639
edwards lifesciences corp206,792
ark etf tr166,642
ark etf tr102,206
hyperliquid strategies inc93,519
New stocks bought by Powell Investment Advisors, LLC

Additions

Ticker% Inc.
vanguard index fds500
ishares tr300
alphabet inc13.38
ishares tr12.8
global x fds12.79
vaneck etf trust12.75
ishares tr10.74
recursion pharmaceuticals in9.66
Additions to existing portfolio by Powell Investment Advisors, LLC

Reductions

Ticker% Reduced
ishares tr-74.88
brookfield corp-74.29
state str spdr s&p 500 etf t-55.88
meta platforms inc-45.88
advanced micro devices inc-43.18
sharplink inc-40.46
abrdn precious metals basket-37.49
microsoft corp-30.91
Powell Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
etf opportunities trust-45,900
nano nuclear energy inc-790,815
fidelity ethereum fd-437,311
redwire corporation-148,878
btq technologies corp-45,187
fidelity solana fd-155,415
airwa inc-11,785
general mills inc-462,053
Powell Investment Advisors, LLC got rid off the above stocks

Sector Distribution

Powell Investment Advisors, LLC has about 75.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Financial Services
  • Communication Services
  • Healthcare
Sector%
Others75.6
Technology7.3
Consumer Cyclical6.2
Financial Services4.6
Communication Services1.3
Healthcare1.2

Market Cap. Distribution

Powell Investment Advisors, LLC has about 23.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED75.6
MEGA-CAP17.4
LARGE-CAP5.8

Stocks belong to which Index?

About 20.8% of the stocks held by Powell Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others79
S&P 50020.8
Top 5 Winners (%)%
AMD
advanced micro devices inc
145.5 %
DDOG
datadog inc
120.5 %
AMAT
applied matls inc
111.5 %
LRCX
lam research corp
102.7 %
AMC
amc entmt hldgs inc
93.9 %
Top 5 Winners ($)$
IJR
ishares tr
7.0 M
QQQ
invesco qqq tr
5.1 M
IJR
ishares tr
4.9 M
IJR
ishares tr
3.6 M
IJR
ishares tr
2.5 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
IJR
ishares tr
-60.3 %
T
at&t inc
-28.5 %
NFLX
netflix inc.
-25.7 %
BABA
alibaba group hldg ltd
-22.7 %
Top 5 Losers ($)$
VB
vanguard index fds
-5.9 M
IJR
ishares tr
-0.5 M
ishares bitcoin trust etf
-0.2 M
XLB
select sector spdr tr
-0.2 M
LMT
lockheed martin corp
-0.2 M

Powell Investment Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Powell Investment Advisors, LLC

Powell Investment Advisors, LLC has 164 stocks in it's portfolio. About 61.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Powell Investment Advisors, LLC last quarter.

$316.77MTotal Value
187Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Powell Investment Advisors, LLC, last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Powell Investment Advisors, LLC's holding in Ishares Tr over time
0.62%64,624
$1.97M
0.62%
increased 12.8 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Powell Investment Advisors, LLC's holding in Ishares Tr over time
0.37%4,885
$1.18M
0.37%
increased 0.08 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Powell Investment Advisors, LLC's holding in Ishares Tr over time
0.03%1,745
$96.6K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Powell Investment Advisors, LLC's holding in Ishares Tr over time
0.02%830
$63.5K
0.02%
increased 2.72 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Powell Investment Advisors, LLC's holding in Ishares Tr over time
0%13.00
$1.1K
0%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Powell Investment Advisors, LLC's holding in Ishares Tr over time
0%13.00
$866
0%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Powell Investment Advisors, LLC's holding in Ishares Tr over time
0%1.00
$75.00
0%
unchanged 0 percentunchanged
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Powell Investment Advisors, LLC's holding in Alps Etf Tr over time
0.35%21,208
$1.10M
0.35%
increased 0.26 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Powell Investment Advisors, LLC's holding in Vaneck Etf Trust over time
0.3%53,244
$949.9K
0.3%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Powell Investment Advisors, LLC's holding in Vaneck Etf Trust over time
0.14%3,968
$460.2K
0.14%
increased 3.68 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Powell Investment Advisors, LLC's holding in Vaneck Etf Trust over time
0.07%345
$226.3K
0.07%
increased 12.75 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Powell Investment Advisors, LLC's holding in Vaneck Etf Trust over time
0.04%1,750
$113.5K
0.04%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Powell Investment Advisors, LLC's holding in Global X Fds over time
0.41%21,834
$1.29M
0.41%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Powell Investment Advisors, LLC's holding in Global X Fds over time
0.07%4,811
$210.2K
0.07%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Powell Investment Advisors, LLC's holding in Global X Fds over time
0.06%5,402
$205.0K
0.06%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Powell Investment Advisors, LLC's holding in Global X Fds over time
0.04%3,017
$116.6K
0.04%
increased 12.79 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Powell Investment Advisors, LLC's holding in Global X Fds over time
0%98.00
$6.4K
0%
unchanged 0 percentunchanged
ALCC
Oklo Inc

Oklo Inc

ALCC
Powell Investment Advisors, LLC's holding in Oklo Inc over time
0.11%6,735
$352.4K
0.11%
unchanged 0 percentunchanged