Powell Investment Advisors, LLC: 13F holdings
CIK 18021952026Q2
| Positions | 167 |
|---|---|
| Reported value | $316.8m |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IWF ISHARES TR | 279,385 | $38.4m | 12.1% |
| IVE ISHARES TR | 158,794 | $36.1m | 11.4% |
| IWN ISHARES TR | 115,249 | $25.5m | 8.0% |
| IWO ISHARES TR | 60,650 | $23.9m | 7.5% |
| QQQ INVESCO QQQ TR | 32,024 | $23.6m | 7.5% |
| DVY ISHARES TR | 99,237 | $15.5m | 4.9% |
| AMZN AMAZON COM INC | 37,800 | $9.0m | 2.8% |
| IWS ISHARES TR | 53,243 | $8.8m | 2.8% |
| IWP ISHARES TR | 52,203 | $7.6m | 2.4% |
| EFA ISHARES TR | 70,899 | $7.4m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802195")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.