Powell Investment Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Miami, FL
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
174
Total value ($000)
$290,102
Net value change ($000)
-371 (-0.1%)
New positions
8
Sold out positions
3
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 2,857 122.9%
IWN 1,201 5.8%
DVY 1,105 8.0%
CVX 772 NEW
IGV 546 NEW
XAR 489 62.2%
ITA 457 74.8%
FETH 437 NEW
XLE 384 37.6%
IVE 366 1.1%
Top Reduces (Value $000, Stocks/ETFs)
IVW -2,926 -8.2%
QQQ -1,226 -6.3%
AMZN -882 -10.0%
TSLA -571 -10.3%
EZBC -562 -100.0%
ETH -542 -100.0%
NVDA -484 -7.2%
BN -441 -30.0%
IWP -382 -5.4%
IWO -297 -1.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type