Institutional Fund
Powell Investment Advisors, LLC
Miami, FLCIK 18021955 filings on record
Portfolio Value
$290.10M
Q1 2026
Holdings
174
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-0.1%
from $290.47M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr11.5%
- Ishares Tr11.3%
- Ishares Tr7.5%
- Ishares Tr6.6%
- Invesco Qqq Tr6.3%
- Ishares Tr5.1%
- Other51.6%
Portfolio Holdings
174 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 158.0K | $33.36M | 11.5% | +2.4K | Added |
| 2 | Ishares Tr | 290.1K | $32.81M | 11.3% | +150 | Added |
| 3 | Ishares Tr | 115.4K | $21.89M | 7.5% | +1.3K | Added |
| 4 | Ishares Tr | 61.2K | $19.19M | 6.6% | +823 | Added |
| 5 | Invesco Qqq Tr | 31.5K | $18.16M | 6.3% | −95 | Reduced |
| 6 | Ishares Tr | 98.5K | $14.92M | 5.1% | +659 | Added |
| 7 | Amazon Com Inc | 38.1K | $7.94M | 2.7% | −100 | Reduced |
| 8 | Ishares Tr | 52.8K | $7.69M | 2.7% | +68 | Added |
| 9 | Ishares Tr | 70.9K | $6.89M | 2.4% | −455 | Reduced |
| 10 | Ishares Tr | 52.2K | $6.69M | 2.3% | +574 | Added |
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