Powell Investment Advisors, LLC - Portfolio overview

Powell Investment Advisors, LLC has 180 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVE - ISHARES TR, 11.40%
2. IVW - ISHARES TR, 11.21%
3. IWN - ISHARES TR, 7.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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