StockDriftsStockDriftsTop 50 Powell Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 12.13% | 279.4K | $38.4M | -3.69%(-10.71K) | $59.50(+138.02%) | 2026-06-30 | |
| IVE | ISHARES TR | 11.38% | 158.8K | $36.1M | +0.51%(+800) | $134.85(+75.84%) | 2026-06-30 | |
| IWN | ISHARES TR | 8.05% | 115.2K | $25.5M | -0.16%(-188) | $134.21(+68.80%) | 2026-06-30 | |
| IWO | ISHARES TR | 7.54% | 60.6K | $23.9M | -0.83%(-507) | $240.60(+64.06%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 7.45% | 32.0K | $23.6M | +1.76%(+555) | $364.69(+100.86%) | 2026-06-30 | |
| DVY | ISHARES TR | 4.9% | 99.2K | $15.5M | +0.73%(+717) | $101.46(+62.26%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.84% | 37.8K | $9.0M | -0.82%(-312) | $141.40(+85.67%) | 2026-06-30 | |
| IWS | ISHARES TR | 2.77% | 53.2K | $8.8M | +0.92%(+483) | $103.32(+66.91%) | 2026-06-30 | |
| IWP | ISHARES TR | 2.41% | 52.2K | $7.6M | -0.01%(-7) | $90.42(+63.60%) | 2026-06-30 | |
| EFA | ISHARES TR | 2.33% | 70.9K | $7.4M | -0.07%(-50) | $68.21(+59.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.08% | +64.63% | +8.55% | +50.72% |
| Top 20 Holdings Unweighted | +17.67% | +62.92% | +6.97% | +40.05% |
Powell Investment Advisors, LLC reports $316.77M in US-listed equity holdings across 167 positions in its most recent 13F filing. Its largest disclosed positions are IVW (12.1%), IVE (11.4%) and IWN (8.1%). The top 20 holdings account for 75% of reported assets. Its disclosed equity book has returned +64.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Powell Investment Advisors, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Powell Investment Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802195). View Powell Investment Advisors, LLC’s 13F filings on SEC