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Portfolio (Quarterly) Guide ↗

Powell Investment Advisors, LLC

· CIK 0001802195
13F Portfolio $317M AUM 167 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 33 Added 23 Reduced 20 Exited
Page 3 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CQP CHENIERE ENERGY PARTNERS L P Energy 18,272.0 $1.1M 0.35% +222.0 +1.2% $60.95 +15.4%
42 AMLP ALPS ETF TR 21,208.0 $1.1M 0.35% $51.85 +7.7%
43 IJR ISHARES TR 7,072.0 $1.0M 0.33% +48.0 +0.7% $148.32 -3.6%
44 GOOG ALPHABET INC 2,907.0 $1.0M 0.32% +343.0 +13.4% $353.33
45 LMT LOCKHEED MARTIN CORP Industrials 1,927.0 $982K 0.31% $509.46 +6.9%
46 MS MORGAN STANLEY Financial Services 4,628.0 $967K 0.30% $209.05 +1.0%
47 PFXF VANECK ETF TRUST 53,244.0 $950K 0.30% $17.84 -1.2%
48 IJH ISHARES TR 12,044.0 $929K 0.29% +88.0 +0.7% $77.11 -3.3%
49 XLU SELECT SECTOR SPDR TR 20,430.0 $926K 0.29% $45.34 -6.1%
50 MINT PIMCO ETF TR 9,111.0 $919K 0.29% $100.81 -0.4%
51 AEP AMERICAN ELEC PWR CO INC Utilities 6,709.0 $918K 0.29% $136.81 -10.1%
52 AMAT APPLIED MATLS INC Technology 1,256.0 $908K 0.29% $723.00 -38.9%
53 GILD GILEAD SCIENCES INC Healthcare 7,040.0 $889K 0.28% $126.34 +18.7%
54 NET CLOUDFLARE INC Technology 3,583.0 $879K 0.28% $245.28 +16.4%
55 XLF SELECT SECTOR SPDR TR 16,303.0 $874K 0.28% $53.61 +6.7%
56 LLY ELI LILLY & CO Healthcare 683.0 $819K 0.26% $1199.43 -3.3%
57 BX BLACKSTONE INC Financial Services 6,800.0 $800K 0.25% $117.67 +16.1%
58 HD HOME DEPOT INC Consumer Cyclical 2,260.0 $797K 0.25% $352.68 -9.3%
59 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.24% $748850.00
60 ED CONSOLIDATED EDISON INC Utilities 6,671.0 $738K 0.23% $110.63 -2.6%
Page 3 of 9  ·  167 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%