StockDriftsStockDriftsTop 50 Powell Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | 11.5% | 158.0K | $33.4M | +1.55%(+2.41K) | $134.43(+67.11%) | 2026-03-31 | |
| IVW | ISHARES TR | 11.31% | 290.1K | $32.8M | +0.05%(+150) | $59.50(+130.67%) | 2026-03-31 | |
| IWN | ISHARES TR | 7.54% | 115.4K | $21.9M | +1.13%(+1.29K) | $134.21(+55.91%) | 2026-03-31 | |
| IWO | ISHARES TR | 6.62% | 61.2K | $19.2M | +1.36%(+823) | $240.60(+53.48%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.26% | 31.5K | $18.2M | -0.30%(-95) | $359.70(+98.70%) | 2026-03-31 | |
| DVY | ISHARES TR | 5.14% | 98.5K | $14.9M | +0.67%(+659) | $101.09(+50.40%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.74% | 38.1K | $7.9M | -0.26%(-100) | $141.40(+91.04%) | 2026-03-31 | |
| IWS | ISHARES TR | 2.65% | 52.8K | $7.7M | +0.13%(+68) | $102.86(+53.02%) | 2026-03-31 | |
| EFA | ISHARES TR | 2.38% | 70.9K | $6.9M | -0.64%(-455) | $68.21(+52.23%) | 2026-03-31 | |
| IWP | ISHARES TR | 2.31% | 52.2K | $6.7M | +1.11%(+574) | $90.42(+50.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.02% | +48.24% |
| Top 20 Holdings Unweighted | +13.97% | +48.06% |
Sign up free to track Powell Investment Advisors, LLC, compare funds side by side, and get alerts the moment positions change.