Latest Powell Investment Advisors, LLC Stock Portfolio

Powell Investment Advisors, LLC Performance:

2026 Q1: -2.67%YTD: -2.67%2025: 14.39%

Performance for 2026 Q1 is -2.67%, and YTD is -2.67%, and 2025 is 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 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Powell Investment Advisors, LLC reported an equity portfolio of $290.1 Millions as of 31 Mar, 2026.

The top stock holdings of Powell Investment Advisors, LLC are IJR, IJR, IJR. The fund has invested 11.5% of it's portfolio in ISHARES TR and 11.3% of portfolio in ISHARES TR.

The fund managers got completely rid off FRANKLIN TEMPLETON DIGITAL H and BITFARMS LTD (BITF) stocks. They significantly reduced their stock positions in CORNING INC (GLW), BROOKFIELD CORP and COCA COLA CO (KO). Powell Investment Advisors, LLC opened new stock positions in CHEVRON CORPORATION (CVX), ISHARES TR (IJR) and FIDELITY ETHEREUM FD. The fund showed a lot of confidence in some stocks as they added substantially to STATE STR SPDR S&P 500 ETF T (SPY), ISHARES TR (AAXJ) and SPDR SERIES TRUST (BIL).

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

Our best estimate is that Powell Investment Advisors, LLC made a return of -2.67% in the last quarter. In trailing 12 months, it's portfolio return was 16.08%.

Performance
S&P 500

New Buys

Ticker	$ Bought
chevron corporation	771,910
ishares tr	546,261
fidelity ethereum fd	437,311
verizon communications inc	220,823
strategy inc	213,907
fidelity solana fd	155,415
etf opportunities trust	45,900
airwa inc	11,785

New stocks bought by Powell Investment Advisors, LLC

Additions

Ticker	% Inc.
state str spdr s&p 500 etf t	133
ishares tr	71.56
spdr series trust	53.99
ishares bitcoin trust etf	53.17
microsoft corp	48.73
spdr gold tr	39.58
vaneck etf trust	25.93
heico corp new	22.44

Additions to existing portfolio by Powell Investment Advisors, LLC

Reductions

Ticker	% Reduced
corning inc	-44.81
brookfield corp	-20.6
nuveen amt free mun cr inc f	-19.31
sharplink inc	-19.25
btq technologies corp	-18.00
coca cola co	-13.8
alps etf tr	-11.61
ishares tr	-11.05

Powell Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
grayscale ethereum mini tr e	-542,484
bitfarms ltd	-44,641
franklin templeton digital h	-561,964

Powell Investment Advisors, LLC got rid off the above stocks

Sector Distribution

Powell Investment Advisors, LLC has about 74.8% of it's holdings in Others sector.

Sector	%
Others	74.8
Technology	6.8
Consumer Cyclical	6.2
Financial Services	4.4
Energy	1.5
Communication Services	1.4
Utilities	1.2
Healthcare	1.1

Market Cap. Distribution

Powell Investment Advisors, LLC has about 23.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	74.8
MEGA-CAP	17.5
LARGE-CAP	6.3
MID-CAP	1.1

Stocks belong to which Index?

About 21.5% of the stocks held by Powell Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	78.1
S&P 500	21.5

Top 5 Winners (%)		%
GLW	corning inc	42.9 %
XOM	exxon mobil corp	41.0 %
IJR	ishares tr	37.4 %
XLB	select sector spdr tr	36.9 %
AMAT	applied matls inc	33.0 %

Top 5 Winners ($)		$
IJR	ishares tr	1.0 M
IJR	ishares tr	1.0 M
XLB	select sector spdr tr	0.4 M
XOM	exxon mobil corp	0.3 M
SCCO	southern copper corp	0.3 M

Top 5 Losers (%)		%
	btq technologies corp	-43.5 %
AMC	amc entmt hldgs inc	-37.2 %
SE	sea ltd	-35.1 %
INTU	intuit	-34.1 %
NOW	servicenow inc	-31.8 %

Top 5 Losers ($)		$
IJR	ishares tr	-2.9 M
QQQ	invesco qqq tr	-1.2 M
TSLA	tesla inc	-1.0 M
AMZN	amazon com inc	-0.9 M
MSFT	microsoft corp	-0.6 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 171 stocks in it's portfolio. About 58.4% 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.

Last Reported on: 23 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.25	14,349	3,641,620	added	7.14

AAXJ	ishares tr	0.60	57,293	1,737,130	added	1.57

AAXJ	ishares tr	0.37	4,881	1,067,780	added	71.56

AAXJ	ishares tr	0.03	1,745	73,028	unchanged	0.00

AAXJ	ishares tr	0.02	808	60,085	unchanged	0.00

AAXJ	ishares tr	0.00	1.00	74.00	unchanged	0.00

ACES	alps etf tr	0.38	21,152	1,113,460	reduced	-11.61

AEP	american elec pwr co inc	0.30	6,709	879,416	unchanged	0.00

AFK	vaneck etf trust	0.32	53,244	933,900	unchanged	0.00

AFK	vaneck etf trust	0.18	3,827	509,653	added	6.13

AFK	vaneck etf trust	0.04	306	117,320	added	25.93

AFK	vaneck etf trust	0.04	1,750	105,811	unchanged	0.00

AGNG	global x fds	0.38	21,834	1,109,390	added	0.39

AGNG	global x fds	0.08	4,811	232,997	added	2.58

AGNG	global x fds	0.06	5,402	179,454	unchanged	0.00

AGNG	global x fds	0.03	2,675	81,641	added	7.47

AGNG	global x fds	0.00	98.00	4,574	unchanged	0.00

ALCC	oklo inc	0.12	6,735	333,989	unchanged	0.00

ALSN	allison transmission hldgs i	0.49	12,079	1,413,970	unchanged	0.00

AMAT	applied matls inc	0.15	1,256	429,288	unchanged	0.00