Portfolio (Quarterly)
Guide ↗
Powell Investment Advisors, LLC
· CIK 0001802195| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 6,359 | $1.1M | 0.37% | SOLD |
| 2 | CEG | CONSTELLATION ENERGY CORP | Utilities | 3,300 | $922K | 0.32% | SOLD |
| 3 | NNE | NANO NUCLEAR ENERGY INC | Industrials | 38,614 | $791K | 0.27% | SOLD |
| 4 | CVX | CHEVRON CORPORATION | Energy | 3,731 | $772K | 0.27% | SOLD |
| 5 | GIS | GENERAL MILLS INC | Consumer Defensive | 12,414 | $462K | 0.16% | SOLD |
| 6 | FETH | FIDELITY ETHEREUM FD | Financial Services | 20,944 | $437K | 0.15% | SOLD |
| 7 | NUKZ | EXCHANGE TRADED CONCEPTS TRU | — | 5,600 | $368K | 0.13% | SOLD |
| 8 | TAP | MOLSON COORS BEVERAGE CO | Consumer Defensive | 6,714 | $289K | 0.10% | SOLD |
| 9 | INTU | INTUIT | Technology | 551 | $238K | 0.08% | SOLD |
| 10 | FLOT | ISHARES TR | — | 4,337 | $221K | 0.08% | SOLD |
| 11 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,399 | $221K | 0.08% | SOLD |
| 12 | MSTR | STRATEGY INC | Technology | 1,714 | $214K | 0.07% | SOLD |
| 13 | NOW | SERVICENOW INC | Technology | 2,005 | $210K | 0.07% | SOLD |
| 14 | TYL | TYLER TECHNOLOGIES INC | Technology | 606 | $207K | 0.07% | SOLD |
| 15 | — | FIDELITY SOLANA FD | — | 15,940 | $155K | 0.05% | SOLD |
| 16 | RDW | REDWIRE CORPORATION | Industrials | 17,515 | $149K | 0.05% | SOLD |
| 17 | ROBO | EXCHANGE TRADED CONCEPTS TRU | — | 838 | $57K | 0.02% | SOLD |
| 18 | — | ETF OPPORTUNITIES TRUST | — | 50,000 | $46K | 0.02% | SOLD |
| 19 | BTQ | BTQ TECHNOLOGIES CORP | Technology | 16,924 | $45K | 0.02% | SOLD |
| 20 | YYAI | AIRWA INC | Consumer Cyclical | 14,100 | $12K | 0.00% | SOLD |
Sector Allocation
Financial Services
41.9%
Technology
21.6%
Consumer Cyclical
18.9%
Healthcare
3.4%
Communication Services
2.9%
Utilities
2.5%
Industrials
2.2%
Energy
1.9%
Basic Materials
1.9%
Consumer Defensive
1.6%