Powell Investment Advisors, LLC
All 13F Filings
- Location
- Miami, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 290,473
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 169 | 290,473 | 13F-HR | Powell Investment Advisors, LLC |
| Q3 2025 | 11/13/2025 | 167 | 286,036 | 13F-HR | Powell Investment Advisors, LLC |
| Q2 2025 | 7/22/2025 | 167 | 266,581 | 13F-HR | Powell Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 125.2 K | 43.1% | 4.79 K | 0 | 4.79 K |
| ETFs | 165.1 K | 56.8% | 0 | 343 | -343 |
| Debt | 221 | 0.1% | 0 | 1 | -1 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
290,473
Holdings
169
QoQ value change ($000)
4,437
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.