Powell Investment Advisors, LLC

CIK 0001802195 • 6 13F filings • May 9, 2025 – Jul 29, 2026

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Filer information

Filed by: Powell Investment Advisors, LLC, Partner, CIO
Address: 3444 MAIN HIGHWAY, 2ND FLOOR, MIAMI, FL, 33133
Phone: 786-470-3480
AUM: $290.5M

AUM over time

$316.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $290.5M166 positionsView on SEC.gov

			% of Portfolio
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$1.0M	0.4%Prev: 0.3%	5,057 SH	Increased
ADVANCED MICRO DEVICES INC	COM	$248K	0.1%	1,156 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$513K	0.2%Prev: 0.2%	3,500 SH	Decreased
ALLISON TRANSMISSION HLDGS I	COM	$1.2M	0.4%Prev: 0.4%	12,079 SH	Increased
ALPHABET INC	CAP STK CL A	$1.7M	0.6%Prev: 0.5%	5,314 SH	Increased
ALPHABET INC	CAP STK CL C	$847K	0.3%Prev: 0.2%	2,698 SH	Increased+382 SH
ALPS ETF TR	ALERIAN MLP	$1.1M	0.4%Prev: 0.4%	23,930 SH	Increased+188 SH
AMAZON COM INC	COM	$8.8M	3.0%Prev: 2.9%	38,212 SH	Increased+302 SH
AMC ENTMT HLDGS INC	CL A NEW	$39K	0.0%	25,000 SH	New
AMERICAN ELEC PWR CO INC	COM	$774K	0.3%Prev: 0.3%	6,709 SH	Increased
APOLLO GLOBAL MGMT INC	COM	$392K	0.1%Prev: 0.1%	2,711 SH	Increased
APPLE INC	COM	$3.6M	1.3%Prev: 1.2%	13,393 SH	Increased-365 SH
APPLIED MATLS INC	COM	$323K	0.1%Prev: 0.1%	1,256 SH	Increased
AT&T INC	COM	$450K	0.2%Prev: 0.2%	18,104 SH	Decreased+243 SH
AVERY DENNISON CORP	COM	$281K	0.1%Prev: 0.1%	1,544 SH	Increased
BANK AMERICA CORP	7.25%CNV PFD L	$25K	0.0%Prev: 0.0%	20 SH	Decreased
BANK AMERICA CORP	COM	$338K	0.1%Prev: 0.1%	6,138 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.3%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	0.8%Prev: 0.9%	4,771 SH	Decreased-384 SH
BITFARMS LTD	COM	$45K	0.0%	18,996 SH	New
BLACKROCK INC	COM	$758K	0.3%Prev: 0.3%	708 SH	Decreased
BLACKSTONE INC	COM	$1.0M	0.4%Prev: 0.4%	6,622 SH	Decreased
BLOCK INC	CL A	$360K	0.1%Prev: 0.1%	5,527 SH	Decreased-36 SH
BRISTOL-MYERS SQUIBB CO	COM	$467K	0.2%Prev: 0.1%	8,653 SH	Increased
BROADCOM INC	COM	$1.1M	0.4%Prev: 0.1%	3,145 SH	Increased+2,111 SH
BROOKFIELD CORP	CL A LTD VT SH	$1.5M	0.5%Prev: 0.6%	32,086 SH	Decreased+7,887 SH
BTQ TECHNOLOGIES CORP	COM	$106K	0.0%	20,640 SH	New
CHENIERE ENERGY PARTNERS LP	COM UNIT	$952K	0.3%Prev: 0.3%	17,800 SH	Increased+271 SH
CISCO SYS INC	COM	$836K	0.3%Prev: 0.3%	10,857 SH	Increased
CITIGROUP INC	COM NEW	$1.0M	0.3%Prev: 0.3%	8,628 SH	Increased
CLEANSPARK INC	COM NEW	$148K	0.1%Prev: 0.1%	14,593 SH	Decreased+253 SH
CLOUDFLARE INC	CL A COM	$706K	0.2%Prev: 0.3%	3,583 SH	Decreased
COCA COLA CO	COM	$704K	0.2%	10,073 SH	New
CONSOLIDATED EDISON INC	COM	$663K	0.2%Prev: 0.2%	6,671 SH	Decreased
CONSTELLATION ENERGY CORP	COM	$1.2M	0.4%Prev: 0.4%	3,300 SH	Increased
CORNING INC	COM	$390K	0.1%Prev: 0.1%	4,452 SH	Increased
DATADOG INC	CL A COM	$292K	0.1%Prev: 0.1%	2,148 SH	Decreased
ELI LILLY & CO	COM	$734K	0.3%Prev: 0.2%	683 SH	Increased
ELLINGTON FINANCIAL INC	COM	$291K	0.1%Prev: 0.1%	21,225 SH	Increased
ENBRIDGE INC	COM	$315K	0.1%Prev: 0.1%	6,585 SH	Decreased
ENTERPRISE PRODS PARTNERS L	COM	$283K	0.1%Prev: 0.1%	8,827 SH	Increased+146 SH
EXCHANGE TRADED CONCEPTS TRU	RANGE NUCLEAR RE	$356K	0.1%Prev: 0.1%	5,600 SH	Decreased+50 SH
EXCHANGE TRADED CONCEPTS TRU	ROBO GLB ETF	$52K	0.0%Prev: 0.0%	754 SH	Increased+95 SH
EXXON MOBIL CORP	COM	$765K	0.3%Prev: 0.2%	6,358 SH	Increased+19 SH
FEDERAL RLTY INVT TR NEW	SH BEN INT NEW	$220K	0.1%Prev: 0.1%	2,183 SH	Decreased
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.8M	1.0%Prev: 1.0%	59,963 SH	Decreased+18 SH
FORD MTR CO	COM	$438K	0.2%Prev: 0.1%	33,351 SH	Increased+53 SH
FRANKLIN LTD DURATION INCOME	COM	$367K	0.1%Prev: 0.1%	59,684 SH	Decreased+301 SH
FRANKLIN TEMPLETON DIGITAL H	BITCOIN ETF SHS	$562K	0.2%Prev: 0.3%	11,106 SH	Decreased-1,230 SH
GENERAL MLS INC	COM	$572K	0.2%Prev: 0.2%	12,299 SH	Decreased+112 SH
GILEAD SCIENCES INC	COM	$864K	0.3%Prev: 0.3%	7,040 SH	Increased
GLOBAL X FDS	ARTIFICIAL ETF	$5K	0.0%	98 SH	New
GLOBAL X FDS	AUTONMOUS EV ETF	$74K	0.0%Prev: 0.0%	2,489 SH	Increased+577 SH
GLOBAL X FDS	GLOBAL X URANIUM	$210K	0.1%Prev: 0.1%	4,690 SH	Decreased-365 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$197K	0.1%Prev: 0.1%	5,402 SH	Increased
GLOBAL X FDS	US INFR DEV ETF	$1.0M	0.4%Prev: 0.4%	21,750 SH	Increased
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$573K	0.2%Prev: 0.2%	4,327 SH	Decreased-325 SH
GOLDMAN SACHS GROUP INC	COM	$5.8M	2.0%Prev: 1.8%	6,549 SH	Increased+20 SH
GRAYSCALE ETHEREUM MINI TR E	SHS NEW	$542K	0.2%	19,333 SH	New
HANCOCK JOHN TAX-ADVANTAGED	COM	$239K	0.1%Prev: 0.1%	10,100 SH	Decreased
HEICO CORP NEW	COM	$401K	0.1%Prev: 0.1%	1,239 SH	Increased
HOME DEPOT INC	COM	$778K	0.3%Prev: 0.3%	2,260 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$1.4M	0.5%Prev: 0.5%	4,584 SH	Increased+2 SH
INTUIT	COM	$346K	0.1%Prev: 0.1%	523 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$19.4M	6.7%Prev: 6.5%	31,564 SH	Increased+475 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.7M	0.6%Prev: 0.5%	34,524 SH	Increased+14,153 SH
ISHARES TR	7-10 YR TRSY BD	$48K	0.0%Prev: 0.0%	501 SH	Decreased
ISHARES TR	CHINA LG-CAP ETF	$76K	0.0%Prev: 0.0%	1,979 SH	Decreased+21 SH
ISHARES TR	CORE S&P MCP ETF	$788K	0.3%Prev: 0.3%	11,932 SH	Increased+50 SH
ISHARES TR	CORE S&P SCP ETF	$845K	0.3%Prev: 0.3%	7,028 SH	Increased+33 SH
ISHARES TR	CORE S&P500 ETF	$204K	0.1%Prev: 0.1%	298 SH	Increased
ISHARES TR	EAFE VALUE ETF	$58K	0.0%Prev: 0.0%	808 SH	Increased+18 SH
ISHARES TR	FLTG RATE NT ETF	$221K	0.1%Prev: 0.1%	4,337 SH	Decreased
ISHARES TR	GLOBAL 100 ETF	$3.7M	1.3%Prev: 1.2%	29,522 SH	Increased+240 SH
ISHARES TR	GLOBAL ENERG ETF	$61K	0.0%Prev: 0.0%	1,462 SH	Increased+30 SH
ISHARES TR	IBOXX HI YD ETF	$74	0.0%Prev: 0.0%	1 SH	Increased
ISHARES TR	IBOXX INV CP ETF	$145K	0.0%Prev: 0.0%	1,317 SH	Increased+242 SH
ISHARES TR	ISHARES BIOTECH	$7K	0.0%Prev: 0.0%	40 SH	Increased
ISHARES TR	MSCI EAFE ETF	$6.9M	2.4%Prev: 2.3%	71,404 SH	Increased-282 SH
ISHARES TR	MSCI EMG MKT ETF	$554K	0.2%Prev: 0.2%	10,131 SH	Increased+114 SH
ISHARES TR	PFD AND INCM SEC	$1.7M	0.6%Prev: 0.6%	56,407 SH	Increased+1,382 SH
ISHARES TR	RUS 1000 GRW ETF	$295K	0.1%Prev: 0.1%	624 SH	Increased
ISHARES TR	RUS 2000 GRW ETF	$19.5M	6.7%Prev: 6.8%	60,334 SH	Increased-293 SH
ISHARES TR	RUS 2000 VAL ETF	$20.7M	7.1%Prev: 7.0%	114,148 SH	Increased+150 SH
ISHARES TR	RUS MD CP GR ETF	$7.1M	2.4%Prev: 2.6%	51,636 SH	Decreased-882 SH
ISHARES TR	RUS MDCP VAL ETF	$7.4M	2.6%Prev: 2.6%	52,692 SH	Increased-58 SH
ISHARES TR	RUSSELL 2000 ETF	$2.0M	0.7%Prev: 0.7%	8,275 SH	Increased+560 SH
ISHARES TR	S&P 500 GRWT ETF	$35.7M	12.3%Prev: 12.3%	289,940 SH	Increased-430 SH
ISHARES TR	S&P 500 VAL ETF	$33.0M	11.4%Prev: 11.3%	155,580 SH	Increased-420 SH
ISHARES TR	S&P SML 600 GWT	$56K	0.0%Prev: 0.0%	400 SH	Decreased
ISHARES TR	SELECT DIVID ETF	$13.8M	4.8%Prev: 4.7%	97,861 SH	Increased+2,291 SH
ISHARES TR	SP SMCP600VL ETF	$61K	0.0%Prev: 0.0%	533 SH	Increased
ISHARES TR	TIPS BD ETF	$169K	0.1%Prev: 0.1%	1,540 SH	Decreased
ISHARES TR	U.S. TECH ETF	$476K	0.2%Prev: 0.2%	2,385 SH	Increased
ISHARES TR	US AER DEF ETF	$611K	0.2%Prev: 0.2%	2,845 SH	Increased
ISHARES TR	US HLTHCR PR ETF	$84K	0.0%Prev: 0.0%	1,745 SH	Decreased
JOHNSON & JOHNSON	COM	$480K	0.2%Prev: 0.1%	2,317 SH	Increased+11 SH
JPMORGAN CHASE & CO.	COM	$3.2M	1.1%Prev: 1.1%	9,853 SH	Increased
LAM RESEARCH CORP	COM NEW	$593K	0.2%Prev: 0.2%	3,460 SH	Increased
LAMAR ADVERTISING CO NEW	CL A	$562K	0.2%Prev: 0.2%	4,438 SH	Increased
LENNAR CORP	CL A	$554K	0.2%Prev: 0.2%	5,392 SH	Decreased
LIGHTBRIDGE CORP	COM	$147K	0.1%Prev: 0.1%	11,650 SH	Decreased
LOCKHEED MARTIN CORP	COM	$932K	0.3%Prev: 0.3%	1,927 SH	Decreased
M & T BK CORP	COM	$151K	0.1%	747 SH	New
MARSH & MCLENNAN COS INC	COM	$438K	0.2%Prev: 0.2%	2,359 SH	Decreased
MCDONALDS CORP	COM	$494K	0.2%Prev: 0.2%	1,615 SH	Increased+7 SH
MERCK & CO INC	COM	$436K	0.2%Prev: 0.1%	4,109 SH	Increased
META PLATFORMS INC	CL A	$578K	0.2%Prev: 0.1%	876 SH	Increased+358 SH
METLIFE INC	COM	$274K	0.1%Prev: 0.1%	3,472 SH	Decreased
MICROSOFT CORP	COM	$2.0M	0.7%Prev: 0.7%	4,057 SH	Decreased+1 SH
MOLSON COORS BEVERAGE CO	CL B	$313K	0.1%Prev: 0.1%	6,714 SH	Decreased-775 SH
MORGAN STANLEY	COM NEW	$813K	0.3%Prev: 0.3%	4,578 SH	Increased+27 SH
NANO NUCLEAR ENERGY INC	COM	$927K	0.3%Prev: 0.5%	38,614 SH	Decreased
NETFLIX INC	COM	$342K	0.1%Prev: 0.2%	3,650 SH	Decreased+3,285 SH
NEXTERA ENERGY INC	COM	$568K	0.2%Prev: 0.2%	7,080 SH	Increased
NUVEEN AMT FREE MUN CR INC F	COM	$160K	0.1%Prev: 0.1%	12,618 SH	Increased+60 SH
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$165K	0.1%Prev: 0.1%	13,096 SH	Increased+293 SH
NUVEEN PFD & INCOME OPPORTUN	COM	$94K	0.0%Prev: 0.0%	11,627 SH	Decreased
NVIDIA CORPORATION	COM	$6.7M	2.3%Prev: 2.4%	36,189 SH	Decreased+1 SH
OKLO INC	COM CL A	$483K	0.2%Prev: 0.3%	6,735 SH	Decreased
PAYCHEX INC	COM	$250K	0.1%Prev: 0.1%	2,228 SH	Decreased
PHILIP MORRIS INTL INC	COM	$581K	0.2%Prev: 0.2%	3,587 SH	Decreased
PIMCO ETF TR	ENHAN SHRT MA AC	$916K	0.3%Prev: 0.3%	9,096 SH	Increased+1,251 SH
RECURSION PHARMACEUTICALS IN	CL A	$121K	0.0%Prev: 0.0%	29,696 SH	Increased+18,089 SH
REDWIRE CORPORATION	COM	$149K	0.1%	19,600 SH	New
RIVERNORTH DOUBLELINE STRATE	COM	$215K	0.1%Prev: 0.1%	27,070 SH	Increased+2,624 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$257K	0.1%Prev: 0.1%	9,698 SH	Decreased+159 SH
SEA LTD	SPONSORD ADS	$770K	0.3%Prev: 0.4%	6,039 SH	Decreased
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.0M	0.4%	22,846 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$940K	0.3%	17,164 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$872K	0.3%	20,430 SH	New
SERVICENOW INC	COM	$307K	0.1%Prev: 0.1%	2,005 SH	Decreased+1,604 SH
SHARPLINK GAMING INC	COM NEW	$239K	0.1%Prev: 0.1%	26,779 SH	Increased+15,999 SH
SHOPIFY INC	CL A SUB VTG SHS	$595K	0.2%Prev: 0.2%	3,695 SH	Increased
SNOWFLAKE INC	COM SHS	$397K	0.1%Prev: 0.1%	1,808 SH	Decreased
SONOCO PRODS CO	COM	$904K	0.3%Prev: 0.3%	20,718 SH	Increased+203 SH
SOUTHERN COPPER CORP	COM	$1.4M	0.5%Prev: 0.4%	9,718 SH	Increased+81 SH
SPDR GOLD TR	GOLD SHS	$342K	0.1%Prev: 0.1%	864 SH	Increased+266 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.3M	0.8%Prev: 0.8%	3,398 SH	Increased+123 SH
SPDR SERIES TRUST	STATE STREET SPD	$4.1M	1.4%	38,955 SH	New
TESLA INC	COM	$5.6M	1.9%Prev: 1.9%	12,350 SH	Increased-109 SH
TYLER TECHNOLOGIES INC	COM	$275K	0.1%Prev: 0.1%	606 SH	Decreased-173 SH
UBER TECHNOLOGIES INC	COM	$480K	0.2%Prev: 0.2%	5,875 SH	Decreased
URANIUM ENERGY CORP	COM	$135K	0.0%Prev: 0.1%	11,516 SH	Decreased
VANECK ETF TRUST	ISRAEL ETF	$103K	0.0%Prev: 0.0%	1,750 SH	Increased
VANECK ETF TRUST	PREFERRED SECURT	$940K	0.3%Prev: 0.3%	53,244 SH	Decreased
VANECK ETF TRUST	SEMICONDUCTR ETF	$88K	0.0%Prev: 0.0%	243 SH	Increased+63 SH
VANECK ETF TRUST	URANIUM AND NUCL	$448K	0.2%Prev: 0.2%	3,606 SH	Increased+309 SH
VANGUARD INDEX FDS	GROWTH ETF	$2.3M	0.8%Prev: 0.8%	4,793 SH	Decreased-124 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$72K	0.0%Prev: 0.0%	228 SH	Increased+1 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$589K	0.2%Prev: 0.2%	2,109 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$262K	0.1%Prev: 0.1%	418 SH	Increased+2 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$5K	0.0%	16 SH	New
VANGUARD INDEX FDS	VALUE ETF	$186K	0.1%Prev: 0.1%	973 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.6M	0.9%Prev: 0.9%	47,493 SH	Increased+412 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$212K	0.1%Prev: 0.1%	2,536 SH	Increased
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$152K	0.1%Prev: 0.1%	1,820 SH	Decreased
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.5M	0.5%Prev: 0.5%	19,085 SH	Decreased
VANGUARD SCOTTSDALE FDS	VNG RUS2000GRW	$146K	0.1%Prev: 0.1%	620 SH	Increased
WALMART INC	COM	$336K	0.1%Prev: 0.1%	3,006 SH	Increased
WARNER MUSIC GROUP CORP	COM CL A	$257K	0.1%Prev: 0.1%	8,367 SH	Decreased+57 SH
WASTE MGMT INC DEL	COM	$314K	0.1%Prev: 0.1%	1,427 SH	Decreased
WELLS FARGO CO NEW	COM	$263K	0.1%Prev: 0.1%	2,817 SH	Increased
WELLS FARGO CO NEW	PERP PFD CNV A	$121K	0.0%Prev: 0.0%	100 SH	Decreased
WHITEHORSE FIN INC	COM	$87K	0.0%Prev: 0.0%	12,033 SH	Increased+973 SH
WILLIAMS COS INC	COM	$373K	0.1%Prev: 0.1%	6,202 SH	Decreased

Sold (vs prior filing)

CHEVRON CORP NEW — $1.5M
DEUTSCHE BANK A G — $535K
ISHARES ETHEREUM TR — $350K
MP MATERIALS CORP — $209K
SELECT SECTOR SPDR TR — $1.0M
SELECT SECTOR SPDR TR — $977K
SELECT SECTOR SPDR TR — $891K
SPDR SERIES TRUST — $766K
SPDR SERIES TRUST — $2.8M
SPDR SERIES TRUST — $21K
SPDR SERIES TRUST — $425K
STRATEGY INC — $386K
TEXAS INSTRS INC — $210K
VERIZON COMMUNICATIONS INC — $207K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0001398344-26-002474	$290.5M	View
Nov 13, 2025	Q3 2025	13F-HR	0001398344-25-020813	$286.0M	View
Jul 29, 2026	Q2 2026