Powell-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "ALSN",
  "SNOW",
  "NVG",
  null,
  "BABA",
  null,
  "NNE",
  "GOOGL",
  "TEAM",
  "T",
  "BLK",
  "GLTR",
  "EFC",
  "QS",
  "FRT",
  "UEC",
  null,
  "RCKT",
  "WHF",
  "GIS",
  "MCD",
  "INTU",
  null,
  "FTF",
  "SCCO",
  "LAMR",
  null,
  "HTD",
  "LEN",
  null,
  "LTBR",
  "IVW",
  null,
  "IJH",
  null,
  null,
  "OPP",
  "LRCX",
  "IWS",
  null,
  "MMC",
  "MSFT",
  "MS",
  "HEI",
  null,
  "BX",
  "IJR",
  "PAYX",
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  "IVV",
  null,
  "SPY",
  null,
  "NVDA",
  "GS",
  "ENB",
  "LMT",
  "MRK",
  "VZ",
  "JPC",
  "MSTR",
  null,
  null,
  "NOW",
  null,
  null,
  "IBM",
  "TYL",
  "UBER",
  "MET",
  "VV",
  null,
  "VWO",
  null,
  null,
  "VCIT",
  null,
  "IWO",
  "IWN",
  "IEF",
  null,
  null,
  "BN.TO",
  "WMG",
  "TAP",
  "F",
  "WM",
  "IWP",
  "GSLC",
  "AEP",
  null,
  "IVE",
  null,
  null,
  null,
  "VUG",
  null,
  null,
  "VOT",
  "VOO",
  "WMT",
  null,
  "WFC",
  "WMB",
  "DVY",
  "NZF",
  "SON",
  null,
  null,
  null,
  "BAC",
  "BRK-A",
  "BRK-B",
  "BMY",
  "BAM.TO",
  "CHTR",
  "CSCO",
  "NET",
  "KO",
  "ED",
  "DDOG",
  "IJT",
  null,
  "EFA",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "APO",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 145
Total Value: 203680048
Accession Number: 0001398344-25-009038
Form Type: 13F-HR
CIK: powell-investment-advisors
Manager Name: Powell-Investment-Advisors

Data Enrichment

72% identified

105 identified40 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

145 positions • $203.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Allison Transmission Holdings Inc

ALSN|01973R101

Shares:15.4K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$203.7M)

MICROSOFT CORP

MSFT|594918104

Shares:3.8K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$203.7M)

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:26.0K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$203.7M)

464287655

IWM|464287655

Shares:6.0K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$203.7M)

00162Q452

Shares:22.5K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$203.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:4.6K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$203.7M)

16411Q101

Shares:17.0K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$203.7M)

81369Y506

Shares:11.2K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$203.7M)

92189F429

Shares:58.2K

Value:$974.6K

% of Portfolio:0.5% ($974.6K/$203.7M)

SONOCO PRODUCTS CO

SON|835495102

Shares:20.2K

Value:$952.1K

% of Portfolio:0.5% ($952.1K/$203.7M)

Blackstone Inc.

BX|09260D107

Shares:6.5K

Value:$914.7K

% of Portfolio:0.4% ($914.7K/$203.7M)

81369Y605

Shares:18.1K

Value:$901.0K

% of Portfolio:0.4% ($901.0K/$203.7M)

SOUTHERN COPPER CORP/

SCCO|84265V105

Shares:9.4K

Value:$883.0K

% of Portfolio:0.4% ($883.0K/$203.7M)

37954Y673

Shares:22.5K

Value:$850.5K

% of Portfolio:0.4% ($850.5K/$203.7M)

464287572

Shares:8.8K

Value:$847.0K

% of Portfolio:0.4% ($847.0K/$203.7M)

46438F101

Shares:17.9K

Value:$836.2K

% of Portfolio:0.4% ($836.2K/$203.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:5.3K

Value:$826.1K

% of Portfolio:0.4% ($826.1K/$203.7M)

81369Y886

Shares:10.2K

Value:$805.5K

% of Portfolio:0.4% ($805.5K/$203.7M)

72201R833

Shares:8.0K

Value:$800.2K

% of Portfolio:0.4% ($800.2K/$203.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.4% ($798.4K/$203.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Allison Transmission Holdings Inc(ALSNcusip01973R101)	15.4K	QoQ -0.19% (-30) YoY -1.13% (-177)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$203.7M)	QoQ -11.63% (-$194.3K) YoY +16.54% (-$209.4K)
MICROSOFT CORP(MSFTcusip594918104)	3.8K	QoQ +8.97% (-316) YoY -7.00% (-289)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$203.7M)	QoQ -2.94% (-$43.6K) YoY -17.03% (-$295.5K)
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	26.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$203.7M)	QoQ -8.77% (-$131.3K) YoY +25.17% (+$274.5K)
(IWMcusip464287655)	6.0K	QoQ +9.73% (-531) YoY +15.42% (+800)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$203.7M)	QoQ -0.92% (-$11.2K) YoY +9.49% (+$103.5K)
(cusip00162Q452)✕	22.5K	QoQ +0.17% (+40) YoY -6.29% (-1.5K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$203.7M)	QoQ +8.04% (+$86.9K) YoY +2.54% (-$29.0K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	4.6K	QoQ +0.04% (+2) YoY +0.19% (+9)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$203.7M)	QoQ +13.16% (+$132.4K) YoY +30.48% (+$266.0K)
(cusip16411Q101)✕	17.0K	QoQ +1.30% (+220) YoY +6.36% (+1.0K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$203.7M)	QoQ +25.94% (+$231.8K) YoY +42.21% (+$334.0K)
(cusip81369Y506)✕	11.2K	QoQ +0.49% (+55) YoY +12.83% (+1.3K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$203.7M)	QoQ +9.63% (+$92.3K) YoY +11.69% (+$109.9K)
(cusip92189F429)✕	58.2K	QoQ +0.03% (-22) YoY -29.13% (-23.9K)	All Managers (Combined)	$974.6K	0.5% ($974.6K/$203.7M)	QoQ -2.80% (-$28.1K) YoY -32.85% (-$477.0K)
SONOCO PRODUCTS CO(SONcusip835495102)	20.2K	QoQ +0.82% (-165) YoY +3.02% (-591)	All Managers (Combined)	$952.1K	0.5% ($952.1K/$203.7M)	QoQ -2.50% (-$24.4K) YoY -15.86% (-$179.5K)
Blackstone Inc.(BXcusip09260D107)	6.5K	QoQ 0.00% (-0) YoY +18.55% (+1.0K)	All Managers (Combined)	$914.7K	0.4% ($914.7K/$203.7M)	QoQ -18.93% (-$213.6K) YoY +26.14% (+$189.6K)
(cusip81369Y605)✕	18.1K	QoQ +0.14% (+26) YoY +13.22% (+2.1K)	All Managers (Combined)	$901.0K	0.4% ($901.0K/$203.7M)	QoQ +3.20% (+$28.0K) YoY +33.89% (+$228.1K)
SOUTHERN COPPER CORP/(SCCOcusip84265V105)	9.4K	QoQ +0.72% (+68) YoY +2.95% (-271)	All Managers (Combined)	$883.0K	0.4% ($883.0K/$203.7M)	QoQ +3.30% (+$28.2K) YoY -9.66% (-$94.5K)
(cusip37954Y673)✕	22.5K	QoQ -14.07% (-3.7K) YoY -45.03% (-18.5K)	All Managers (Combined)	$850.5K	0.4% ($850.5K/$203.7M)	QoQ -20.04% (-$213.2K) YoY -47.90% (-$782.1K)
(cusip464287572)✕	8.8K	QoQ -20.69% (-2.3K) YoY -21.38% (-2.4K)	All Managers (Combined)	$847.0K	0.4% ($847.0K/$203.7M)	QoQ -24.22% (-$270.8K) YoY -15.33% (-$153.4K)
(cusip46438F101)✕	17.9K	QoQ +17.87% (+2.7K) YoY NEW(+17.9K)	All Managers (Combined)	$836.2K	0.4% ($836.2K/$203.7M)	QoQ +4.01% (+$32.2K) YoY NEW(+$836.2K)
Alphabet Inc.(GOOGLcusip02079K305)	5.3K	QoQ +0.14% (-8) YoY +14.38% (+672)	All Managers (Combined)	$826.1K	0.4% ($826.1K/$203.7M)	QoQ -18.18% (-$183.6K) YoY +17.20% (+$121.2K)
(cusip81369Y886)✕	10.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$805.5K	0.4% ($805.5K/$203.7M)	QoQ +4.17% (+$32.3K) YoY +20.10% (+$134.8K)
(cusip72201R833)✕	8.0K	QoQ -1.21% (-98) YoY -6.61% (-563)	All Managers (Combined)	$800.2K	0.4% ($800.2K/$203.7M)	QoQ -1.33% (-$10.8K) YoY -6.53% (-$56.0K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$798.4K	0.4% ($798.4K/$203.7M)	QoQ NEW(+$798.4K) YoY NEW(+$798.4K)