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

Page 3 of 8

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Sea Ltd

SE|81141R100

Shares:6.0K

Value:$788.0K

% of Portfolio:0.4% ($788.0K/$203.7M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:6.7K

Value:$737.7K

% of Portfolio:0.4% ($737.7K/$203.7M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:6.7K

Value:$733.1K

% of Portfolio:0.4% ($733.1K/$203.7M)

abrdn Precious Metals Basket ETF Trust

GLTR|003263100

Shares:5.6K

Value:$730.1K

% of Portfolio:0.4% ($730.1K/$203.7M)

GENERAL MILLS INC

GIS|370334104

Shares:12.0K

Value:$717.1K

% of Portfolio:0.4% ($717.1K/$203.7M)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:1.2K

Value:$708.7K

% of Portfolio:0.3% ($708.7K/$203.7M)

BlackRock, Inc.

BLK|09290D101

Shares:708

Value:$670.1K

% of Portfolio:0.3% ($670.1K/$203.7M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:10.9K

Value:$670.0K

% of Portfolio:0.3% ($670.0K/$203.7M)

Nano Nuclear Energy Inc.

NNE|63010H108

Shares:24.2K

Value:$639.9K

% of Portfolio:0.3% ($639.9K/$203.7M)

LENNAR CORP /NEW/

LEN|526057104

Shares:5.4K

Value:$618.9K

% of Portfolio:0.3% ($618.9K/$203.7M)

464287804

IJR|464287804

Shares:5.8K

Value:$604.9K

% of Portfolio:0.3% ($604.9K/$203.7M)

354921108

Shares:12.3K

Value:$589.2K

% of Portfolio:0.3% ($589.2K/$203.7M)

464287507

IJH|464287507

Shares:10.0K

Value:$581.9K

% of Portfolio:0.3% ($581.9K/$203.7M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:2.4K

Value:$575.7K

% of Portfolio:0.3% ($575.7K/$203.7M)

Philip Morris International Inc.

PM|718172109

Shares:3.6K

Value:$574.2K

% of Portfolio:0.3% ($574.2K/$203.7M)

ELI LILLY & Co

LLY|532457108

Shares:683

Value:$564.1K

% of Portfolio:0.3% ($564.1K/$203.7M)

81369Y209

Shares:3.6K

Value:$527.8K

% of Portfolio:0.3% ($527.8K/$203.7M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:8.7K

Value:$527.7K

% of Portfolio:0.3% ($527.7K/$203.7M)

MORGAN STANLEY

MS|617446448

Shares:4.5K

Value:$523.7K

% of Portfolio:0.3% ($523.7K/$203.7M)

922908538

VOT|922908538

Shares:2.1K

Value:$515.9K

% of Portfolio:0.3% ($515.9K/$203.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Sea Ltd(SEcusip81141R100)	6.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$788.0K	0.4% ($788.0K/$203.7M)	QoQ +22.98% (+$147.3K) YoY +142.95% (+$463.7K)
CONSOLIDATED EDISON INC(EDcusip209115104)	6.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$737.7K	0.4% ($737.7K/$203.7M)	QoQ +23.93% (+$142.5K) YoY +21.78% (+$132.0K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	6.7K	QoQ 0.00% (+0) YoY +0.01% (+1)	All Managers (Combined)	$733.1K	0.4% ($733.1K/$203.7M)	QoQ +18.47% (+$114.3K) YoY +26.92% (+$155.5K)
abrdn Precious Metals Basket ETF Trust(GLTRcusip003263100)	5.6K	QoQ +16.79% (+811) YoY +10.26% (+525)	All Managers (Combined)	$730.1K	0.4% ($730.1K/$203.7M)	QoQ +37.72% (+$200.0K) YoY +49.48% (+$241.7K)
GENERAL MILLS INC(GIScusip370334104)	12.0K	QoQ +0.68% (-82) YoY +2.50% (-293)	All Managers (Combined)	$717.1K	0.4% ($717.1K/$203.7M)	QoQ -5.59% (-$42.5K) YoY -12.40% (-$101.6K)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	1.2K	QoQ -6.87% (-90) YoY -6.87% (-90)	All Managers (Combined)	$708.7K	0.3% ($708.7K/$203.7M)	QoQ -6.10% (-$46.1K) YoY +27.38% (-$152.4K)
BlackRock, Inc.(BLKcusip09290D101)	708	QoQ 0.00% (-0) YoY NEW(+708)	All Managers (Combined)	$670.1K	0.3% ($670.1K/$203.7M)	QoQ -7.67% (-$55.7K) YoY NEW(+$670.1K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	10.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$670.0K	0.3% ($670.0K/$203.7M)	QoQ +4.23% (+$27.3K) YoY +23.64% (+$128.1K)
Nano Nuclear Energy Inc.(NNEcusip63010H108)	24.2K	QoQ 0.00% (+0) YoY NEW(+24.2K)	All Managers (Combined)	$639.9K	0.3% ($639.9K/$203.7M)	QoQ +6.28% (+$37.8K) YoY NEW(+$639.9K)
LENNAR CORP /NEW/(LENcusip526057104)	5.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$618.9K	0.3% ($618.9K/$203.7M)	QoQ -15.83% (-$116.4K) YoY -33.25% (-$308.4K)
(IJRcusip464287804)	5.8K	QoQ +19.95% (+962) YoY +30.09% (+1.3K)	All Managers (Combined)	$604.9K	0.3% ($604.9K/$203.7M)	QoQ +8.87% (+$49.3K) YoY +23.10% (+$113.5K)
(cusip354921108)✕	12.3K	QoQ 0.00% (-0) YoY NEW(+12.3K)	All Managers (Combined)	$589.2K	0.3% ($589.2K/$203.7M)	QoQ -11.80% (-$78.8K) YoY NEW(+$589.2K)
(IJHcusip464287507)	10.0K	QoQ +24.35% (+2.0K) YoY +36.08% (+2.6K)	All Managers (Combined)	$581.9K	0.3% ($581.9K/$203.7M)	QoQ +16.44% (+$82.2K) YoY +30.73% (+$136.8K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	2.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$575.7K	0.3% ($575.7K/$203.7M)	QoQ +14.88% (+$74.6K) YoY +18.47% (+$89.8K)
Philip Morris International Inc.(PMcusip718172109)	3.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$574.2K	0.3% ($574.2K/$203.7M)	QoQ +31.53% (+$137.7K) YoY +72.27% (+$240.9K)
ELI LILLY & Co(LLYcusip532457108)	683	QoQ 0.00% (+0) YoY +6.88% (+44)	All Managers (Combined)	$564.1K	0.3% ($564.1K/$203.7M)	QoQ +6.98% (+$36.8K) YoY +13.47% (+$67.0K)
(cusip81369Y209)✕	3.6K	QoQ 0.00% (+0) YoY +1269.31% (+3.4K)	All Managers (Combined)	$527.8K	0.3% ($527.8K/$203.7M)	QoQ +6.13% (+$30.5K) YoY +1253.36% (+$488.8K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	8.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$527.7K	0.3% ($527.7K/$203.7M)	QoQ +7.83% (+$38.3K) YoY +12.46% (+$58.5K)
MORGAN STANLEY(MScusip617446448)	4.5K	QoQ +0.65% (-29) YoY +4.41% (+190)	All Managers (Combined)	$523.7K	0.3% ($523.7K/$203.7M)	QoQ -6.59% (-$37.0K) YoY +29.38% (+$119.0K)
(VOTcusip922908538)	2.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$515.9K	0.3% ($515.9K/$203.7M)	QoQ -3.59% (-$19.2K) YoY +3.75% (+$18.7K)