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Home > Institutional Investor > Powell Investment Advisors, Llc > Profile

Instuitional Investor - Powell Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Powell Investment Advisors, Llc
Portfolio Value $203,680,048
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 151,419 $28,857,528 14.17%
2.
Ishares Trust
 IEF 271,328 $25,187,338 12.37%
3.
Ishares Trust
 IEF 97,280 $14,687,329 7.21%
4.
Ishares Trust
 IEF 50,550 $12,917,071 6.34%
5.
Ishares Trust
 IEF 93,839 $12,601,683 6.19%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)