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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 5 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WMB WILLIAMS COS INC Energy 6,202.0 $461K 0.15% $74.34 +1.2%
82 NLR VANECK ETF TRUST 3,968.0 $460K 0.14% +141.0 +3.7% $115.97 -0.2%
83 SNOW SNOWFLAKE INC Technology 1,808.0 $460K 0.14% $254.50 +25.7%
84 F FORD MTR CO Consumer Cyclical 32,207.0 $448K 0.14% -1K -3.6% $13.90 -0.5%
85 MCD MCDONALDS CORP Consumer Cyclical 1,615.0 $437K 0.14% $270.38 -3.4%
86 UBER UBER TECHNOLOGIES INC Technology 5,875.0 $424K 0.13% $72.16 +4.3%
87 SHOP SHOPIFY INC Technology 3,695.0 $422K 0.13% $114.18 +22.5%
88 BLOCK INC 5,527.0 $420K 0.13% $76.00
89 MRSH MARSH & MCLENNAN COS INC Financial Services 2,359.0 $393K 0.12% $166.67 +12.5%
90 AMD ADVANCED MICRO DEVICES INC Technology 658.0 $382K 0.12% -500.0 -43.2% $580.91 -20.9%
91 T AT&T INC Communication Services 18,412.0 $381K 0.12% +156.0 +0.8% $20.70 +25.7%
92 GLD SPDR GOLD TR Financial Services 981.0 $361K 0.11% -225.0 -18.7% $368.38 +7.7%
93 ENB ENBRIDGE INC Energy 6,585.0 $357K 0.11% $54.21 -6.4%
94 OKLO OKLO INC Utilities 6,735.0 $352K 0.11% $52.33 -26.4%
95 BAC BANK OF AMER CORP Financial Services 6,138.0 $350K 0.11% $56.98 +8.8%
96 FTF FRANKLIN LTD DURATION INCOME Financial Services 60,337.0 $349K 0.11% +336.0 +0.6% $5.79 -0.2%
97 APOS APOLLO GLOBAL MGMT INC 2,897.0 $343K 0.11% $118.31
98 WMT WALMART INC Consumer Defensive 3,006.0 $340K 0.11% $113.26 -6.5%
99 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,500.0 $340K 0.11% $97.03 +16.3%
100 EPD ENTERPRISE PRODS PARTNERS L 9,086.0 $334K 0.10% +126.0 +1.4% $36.76
Page 5 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%