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PIA

Powell Investment Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 21.61%
This Fund
S&P 500
This Quarter Est. Return
-1.91%
1 Year Est. Return
+21.61%
3 Year Est. Return
+60.29%
5 Year Est. Return
+54.31%
10 Year Est. Return
–
AUM
$290M
AUM Growth
-$371K
Cap. Flow
+$8.26M
Cap. Flow %
2.85%
Top 10 Hldgs %
58.44%
Holding
177
New
8
Increased
52
Reduced
23
Closed
3

Top Buys

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.09M
2
MSFT icon
Microsoft
MSFT
+$827K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$795K
4
CVX icon
Chevron
CVX
+$680K
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$604K

Top Sells

1
EZBC icon
Franklin Bitcoin ETF
EZBC
+$562K
2
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$542K
3
BN icon
Brookfield
BN
+$293K
4
GLW icon
Corning
GLW
+$241K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$236K

Sector Composition

1 Technology 7.03%
2 Consumer Discretionary 6.47%
3 Financials 6.07%
4 Energy 1.49%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
51
iShares Core S&P Small-Cap ETF
IJR
$111B
$873K 0.3%
7,024
-4
-0.1% -$508
CSCO icon
52
Cisco
CSCO
$432B
$842K 0.29%
10,857
– –
IJH icon
53
iShares Core S&P Mid-Cap ETF
IJH
$123B
$807K 0.28%
11,956
+24
+0.2% +$1.67K
XLF icon
54
State Street Financial Select Sector SPDR ETF
XLF
$55.3B
$804K 0.28%
16,277
-887
-5% -$46.2K
NNE
55
Nano Nuclear Energy
NNE
$844M
$791K 0.27%
38,614
– –
BX icon
56
Blackstone
BX
$158B
$782K 0.27%
6,800
+178
+3% +$23.2K
CVX icon
57
Chevron
CVX
$366B
$772K 0.27%
+3,731
New +$680K
MS icon
58
Morgan Stanley
MS
$343B
$758K 0.26%
4,605
+27
+0.6% +$4.67K
ED icon
59
Consolidated Edison
ED
$41.4B
$755K 0.26%
6,671
– –
HD icon
60
Home Depot
HD
$347B
$743K 0.26%
2,260
– –
LRCX icon
61
Lam Research
LRCX
$401B
$740K 0.26%
3,460
– –
NET icon
62
Cloudflare
NET
$96.7B
$739K 0.25%
3,583
– –
GOOG icon
63
Alphabet (Google) Class C
GOOG
$4.32T
$736K 0.25%
2,564
-134
-5% -$42.1K
BRK.A icon
64
Berkshire Hathaway Class A
BRK.A
$1.06T
$718K 0.25%
1
– –
BLK icon
65
Blackrock
BLK
$168B
$681K 0.23%
708
– –
KO icon
66
Coca-Cola
KO
$365B
$665K 0.23%
8,683
-1,390
-14% -$105K
NEE icon
67
NextEra Energy
NEE
$186B
$658K 0.23%
7,080
– –
LLY icon
68
Eli Lilly
LLY
$1.04T
$628K 0.22%
683
– –
PM icon
69
Philip Morris
PM
$296B
$598K 0.21%
3,587
– –
JNJ icon
70
Johnson & Johnson
JNJ
$602B
$566K 0.2%
2,317
– –
LAMR icon
71
Lamar Advertising Co
LAMR
$16.5B
$562K 0.19%
4,438
– –
IGV icon
72
iShares Expanded Tech-Software Sector ETF
IGV
$14B
$546K 0.19%
+6,824
New +$604K
VOT icon
73
Vanguard Mid-Cap Growth ETF
VOT
$19.2B
$543K 0.19%
2,109
– –
XBI icon
74
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$542K 0.19%
4,245
– –
GSLC icon
75
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.5B
$541K 0.19%
4,327
– –
1 2
3
4 5

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