Powell Investment Advisors, LLC
•CIK: 1802195•Filing: Q4 2025
**Powell Investment Advisors, LLC** manages $290M across a diversified portfolio of 169 holdings. The strategy exhibits a notable concentration in broad market and sector ETFs, with IVW ($35.7M) and IVE ($33.0M) anchoring the top two positions. Further significant allocations include IWN ($20.7M) and IWO ($19.5M), indicating a tactical focus on specific market segments. The portfolio also maintains substantial exposure to technology and dividend-paying assets, highlighted by AMZN ($8.8M) and DVY ($13.8M).
Total AUM
$290.5M
QoQ Performance
+1.6%
Positions
115
Top 10 Concentration
59.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVW
IVE
IWN
IWO
NDQ
IVW12.3%
IVE11.4%
IWN7.1%
IWO6.7%
NDQ6.7%
DVY4.8%
AMZN3.0%
IWS2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.6%
Technology6.9%
Consumer5.9%
Financial5.1%
Healthcare1.0%
ETF1.0%
Utilities0.4%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW10 new positions
↑62 increased
↓17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023