Powell Investment Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PI Powell Investment Advisors, LLC | Institutional Filer | ▼ 0.13% | $290.1M | 174 |
Current Portfolio Holdings
Showing all 174 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | — | 158K | $33.4M | 11.50% |
| 2 | IVW | ISHARES TR | — | 290K | $32.8M | 11.31% |
| 3 | IWN | ISHARES TR | — | 115K | $21.9M | 7.54% |
| 4 | IWO | ISHARES TR | — | 61K | $19.2M | 6.62% |
| 5 | QQQ | Invesco QQQ Trust | — | 31K | $18.2M | 6.26% |
| 6 | DVY | ISHARES TR | — | 99K | $14.9M | 5.14% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 38K | $7.9M | 2.74% |
| 8 | IWS | ISHARES TR | — | 53K | $7.7M | 2.65% |
| 9 | EFA | ISHARES TR | — | 71K | $6.9M | 2.38% |
| 10 | IWP | ISHARES TR | — | 52K | $6.7M | 2.31% |
| 11 | NVDA | NVIDIA Corporation | Technology | 36K | $6.3M | 2.16% |
| 12 | GS | The Goldman Sachs Group, Inc. | Financial Services | 7K | $5.6M | 1.92% |
| 13 | SPY | SPDR S&P 500 ETF Trust | — | 8K | $5.2M | 1.79% |
| 14 | TSLA | Tesla, Inc. | Consumer Cyclical | 13K | $5.0M | 1.72% |
| 15 | AAPL | Apple Inc. | Technology | 14K | $3.6M | 1.26% |
Showing 1 to 15 of 174 holdings