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 8 of 8

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060505682

Shares:20

Value:$24.7K

% of Portfolio:0.0% ($24.7K/$203.7M)

78464A664

Shares:788

Value:$21.5K

% of Portfolio:0.0% ($21.5K/$203.7M)

464288513

Shares:177

Value:$13.9K

% of Portfolio:0.0% ($13.9K/$203.7M)

81369Y803

XLK|81369Y803

Shares:50

Value:$10.3K

% of Portfolio:0.0% ($10.3K/$203.7M)

464287556

Shares:40

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$203.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip060505682)✕	20	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$24.7K	0.0% ($24.7K/$203.7M)	QoQ -0.23% (-$57) YoY +2.02% (+$489)
(cusip78464A664)✕	788	QoQ 0.00% (+0) YoY NEW(+788)	All Managers (Combined)	$21.5K	0.0% ($21.5K/$203.7M)	QoQ +4.08% (+$843) YoY NEW(+$21.5K)
(cusip464288513)✕	177	QoQ +1.14% (+2) YoY -91.88% (-2.0K)	All Managers (Combined)	$13.9K	0.0% ($13.9K/$203.7M)	QoQ +1.23% (+$170) YoY -91.78% (-$155.6K)
(XLKcusip81369Y803)	50	QoQ NEW(+50) YoY NEW(+50)	All Managers (Combined)	$10.3K	0.0% ($10.3K/$203.7M)	QoQ NEW(+$10.3K) YoY NEW(+$10.3K)
(cusip464287556)✕	40	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$203.7M)	QoQ -3.25% (-$172) YoY -6.79% (-$373)