Powell Investment Advisors, LLC - Portfolio Stock Holdings
Powell Investment Advisors, LLC disclosed 185 stock positions in a recent SEC 13F filing. $316,557,487 of stock holdings were filed, with the largest holdings including IVW, IVE, and IWN. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $647,979,315 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
185Est. Stock Holding Value:
$316,557,487Top Stock Holdings By Sector
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Portfolio Stock Holdings - Powell Investment Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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