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Latest Powell Investment Advisors, LLC Stock Portfolio

$312Million | No. of Holdings #168

Powell Investment Advisors, LLC Performance

2026 Q3-1.28%
YTD+6.75%
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 2026-10-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Powell Investment Advisors, LLC reported an equity portfolio of $312.8 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Powell Investment Advisors, LLC are IJR, IJR, IJR. The fund has invested 12.6% of it's portfolio in ISHARES TR and 11.4% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off BROOKFIELD CORP, EDWARDS LIFESCIENCES CORP (EW) and RECURSION PHARMACEUTICALS IN (RXRX) stocks. They significantly reduced their stock positions in SOUTHERN COPPER CORP (SCCO), GOLDMAN SACHS ETF TR (GBIL) and TESLA INC (TSLA). Powell Investment Advisors, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, STRATEGY INC (MSTR) and SERVICENOW INC (NOW). The fund showed a lot of confidence in some stocks as they added substantially to SPACE EXPLORATION TECHN CORP, VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (IJR).
Powell Investment Advisors, LLC Equity Portfolio Value
Last Reported on: 22 Oct, 2026
$312Million
  as of Oct 22, 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 -1.28% in the last quarter. In trailing 12 months, it's portfolio return was 8.06%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,035,020
strategy inc336,033
servicenow inc268,690
atlassian corporation213,355
verizon communications inc201,977
immunitybio inc103,840
richtech robotics inc48,980
vaneck etf trust31,067
New stocks bought by Powell Investment Advisors, LLC

Additions

Ticker% Inc.
space exploration techn corp395
vanguard scottsdale fds20.16
tema etf trust16.23
ishares tr13.07
ishares bitcoin trust etf12.84
intel corp12.23
ark etf tr6.47
spdr gold tr6.32
Additions to existing portfolio by Powell Investment Advisors, LLC

Reductions

Ticker% Reduced
southern copper corp-51.17
goldman sachs etf tr-36.75
tesla inc-9.11
vanguard intl equity index f-1.99
ishares tr-1.97
apple inc-1.89
ishares tr-1.85
ishares tr-1.75
Powell Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
recursion pharmaceuticals in-123,532
hyperliquid strategies inc-93,519
brookfield corp-279,007
edwards lifesciences corp-206,792
Powell Investment Advisors, LLC got rid off the above stocks

Sector Distribution

Powell Investment Advisors, LLC has about 75.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Financial Services
  • Communication Services
  • Healthcare
Sector%
Others75.7
Technology8.1
Consumer Cyclical5.9
Financial Services4.4
Communication Services1.4
Healthcare1.2

Market Cap. Distribution

Powell Investment Advisors, LLC has about 23.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED75.7
MEGA-CAP17.4
LARGE-CAP5.9

Stocks belong to which Index?

About 20.7% 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 50020.7
Top 5 Winners (%)%
sharplink inc
93.3 %
AMC
amc entmt hldgs inc
57.9 %
NET
cloudflare inc
41.6 %
ishares bitcoin trust etf
38.9 %
MSFT
microsoft corp
37.5 %
Top 5 Winners ($)$
IJR
ishares tr
1.3 M
NVDA
nvidia corporation
1.0 M
AAPL
apple inc
0.6 M
ishares bitcoin trust etf
0.6 M
MSFT
microsoft corp
0.6 M
Top 5 Losers (%)%
GLW
corning inc
-39.8 %
AMAT
applied matls inc
-29.3 %
ALCC
oklo inc
-29.3 %
LTBR
lightbridge corp
-28.4 %
LRCX
lam research corp
-24.2 %
Top 5 Losers ($)$
IJR
ishares tr
-2.2 M
IJR
ishares tr
-1.4 M
TSLA
tesla inc
-0.8 M
GS
goldman sachs group inc
-0.7 M
IJR
ishares tr
-0.5 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 168 stocks in it's portfolio. About 61.7% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Powell Investment Advisors, LLC last quarter.

$312.75MTotal Value
175Positions
22 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Powell Investment Advisors, LLC, last reported on 22 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Powell Investment Advisors, LLC's holding in Ishares Tr over time
0.6%64,025
$1.89M
0.6%
decreased 0.93 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Powell Investment Advisors, LLC's holding in Ishares Tr over time
0.32%4,890
$1.01M
0.32%
increased 0.1 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Powell Investment Advisors, LLC's holding in Ishares Tr over time
0.03%1,745
$95.8K
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
$65.7K
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

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

Ishares Tr

AAXJ
Powell Investment Advisors, LLC's holding in Ishares Tr over time
0%13.00
$800
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Powell Investment Advisors, LLC's holding in Ishares Tr over time
0%1.00
$74.00
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%21,264
$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
$932.8K
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
0.13%3,988
$412.5K
0.13%
increased 0.5 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Powell Investment Advisors, LLC's holding in Vaneck Etf Trust over time
0.07%354
$215.6K
0.07%
increased 2.61 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
$116.7K
0.04%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Powell Investment Advisors, LLC's holding in Vaneck Etf Trust over time
0.01%425
$31.1K
0.01%
new position
AGNG
Global X Fds

Global X Fds

AGNG
Powell Investment Advisors, LLC's holding in Global X Fds over time
0.36%21,482
$1.13M
0.36%
decreased 1.61 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Powell Investment Advisors, LLC's holding in Global X Fds over time
0.06%4,811
$191.7K
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
0.06%5,402
$190.3K
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
0.03%3,117
$103.2K
0.03%
increased 3.31 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