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Portfolio (Quarterly) Guide ↗

Powell Investment Advisors, LLC

· CIK 0001802195
13F Portfolio $290M AUM 174 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 39 Added 19 Reduced 3 Exited
Page 4 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LRCX LAM RESEARCH CORP Technology 3,460.0 $740K 0.26% $213.92 +81.9%
62 NET CLOUDFLARE INC Technology 3,583.0 $739K 0.26% $206.34 +8.6%
63 GOOG ALPHABET INC Communication Services 2,564.0 $736K 0.25% -134.0 -5.0% $286.86 +28.1%
64 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.25% $718140.00
65 BLK BLACKROCK INC Financial Services 708.0 $681K 0.23% $961.71 +9.2%
66 KO COCA COLA CO Consumer Defensive 8,683.0 $665K 0.23% -1K -13.8% $76.58 +3.7%
67 NEE NEXTERA ENERGY INC Utilities 7,080.0 $658K 0.23% $92.88 -6.6%
68 LLY ELI LILLY & CO Healthcare 683.0 $628K 0.22% $919.77 +19.4%
69 PM PHILIP MORRIS INTL INC Consumer Defensive 3,587.0 $598K 0.21% $166.81 +6.9%
70 JNJ JOHNSON & JOHNSON Healthcare 2,317.0 $566K 0.20% $244.48 -6.6%
71 LAMR LAMAR ADVERTISING CO Real Estate 4,438.0 $562K 0.19% $126.66 +18.2%
72 IGV ISHARES TR 6,824.0 $546K 0.19% NEW $80.05 +11.3%
73 VOT VANGUARD INDEX FDS 2,109.0 $543K 0.19% $257.35 +19.0%
74 XBI SPDR SERIES TRUST 4,245.0 $542K 0.19% $127.73 +10.2%
75 GSLC GOLDMAN SACHS ETF TR 4,327.0 $541K 0.19% $125.13 +13.4%
76 T AT&T INC Communication Services 18,256.0 $529K 0.18% +152.0 +0.8% $28.99 -24.1%
77 EEM ISHARES TR 9,253.0 $525K 0.18% -878.0 -8.7% $56.79 +24.6%
78 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,653.0 $525K 0.18% $60.65 -11.0%
79 GLD SPDR GOLD TR Financial Services 1,206.0 $519K 0.18% +342.0 +39.6% $430.29 -10.0%
80 META META PLATFORMS INC Communication Services 898.0 $513K 0.18% +22.0 +2.5% $571.82 +0.9%
Page 4 of 9  ·  174 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 41.0%
Technology 18.9%
Consumer Cyclical 17.5%
Energy 4.1%
Communication Services 3.9%
Utilities 3.4%
Industrials 3.3%
Healthcare 3.1%
Consumer Defensive 2.3%
Basic Materials 1.6%