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Home > Institutional Investor > Powell Investment Advisors, Llc > 13F Holdings

Instuitional Investor - Powell Investment Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 277,206 $39,435,260 12.61%
2.
Ishares Trust
 IEF 155,670 $35,536,369 11.36%
3.
Ishares Trust
 IEF 115,107 $24,109,166 7.71%
4.
Invesco Qqq Tr
 32,181 $23,830,522 7.62%
5.
Ishares Trust
 IEF 60,599 $21,627,620 6.92%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.