Powell Investment Advisors, LLC
All 13F Filings
- Location
- Miami, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 312,753
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 171 | 312,753 | 13F-HR | Powell Investment Advisors, LLC |
| Q2 2026 | 7/28/2026 | 167 | 316,770 | 13F-HR | Powell Investment Advisors, LLC |
| Q1 2026 | 4/23/2026 | 174 | 290,102 | 13F-HR | Powell Investment Advisors, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 85.45 K | 27.3% | 521 | 0 | 521 |
| ETFs | 227.3 K | 72.7% | 0 | 4.541 K | -4.541 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
312,753
Holdings
171
QoQ value change ($000)
-4,017
(-1.3%)
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.