News + Filings Holdings
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Powell Investment Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SCHWAB CHARLES CORP
| SCHW | Common | 11,738 | -78 | 614,836,000 | -368,964,000 | 0.34 | 0.00 |
Hist
| 03/31/2023 |
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Navvis & Company, LLC
| VV | ETF | 224 | -1,691 | 41,817,000 | -291,849,000 | 0.02 | |
Hist
| 03/31/2023 |
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Global X Funds
| PAVE | Common | 71,761 | -13,257 | 2,034,431,000 | -229,660,000 | 1.13 | |
Hist
| 03/31/2023 |
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SPDR SERIES TRUST
| CWB | Common | 29,144 | -4,198 | 1,954,721,000 | -190,524,000 | 1.09 | |
Hist
| 03/31/2023 |
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NEXTERA ENERGY INC
| FPL | common | 9,330 | -1,526 | 719,156,000 | -188,406,000 | 0.40 | 0.00 |
Hist
| 03/31/2023 |
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Alphabet Inc.
| GOOG | COM | 1,920 | -2,195 | 199,680,000 | -165,444,000 | 0.11 | |
Hist
| 03/31/2023 |
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JOHNSON & JOHNSON
| JNJ | Common | 2,257 | -42 | 349,835,000 | -56,283,000 | 0.19 | |
Hist
| 03/31/2023 |
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INTERNATIONAL BUSINESS MACHINES CORP
| IBM | Common | 5,064 | -35 | 663,798,000 | -54,581,000 | 0.37 | |
Hist
| 03/31/2023 |
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BlackRock Inc.
| BLK | Common | 734 | -6 | 491,144,000 | -33,242,000 | 0.27 | 0.00 |
Hist
| 03/31/2023 |
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SELECT SECTOR SPDR TR SBI INT-UTILS
| XLU | OPTION | 10,215 | -24 | 691,453,000 | -30,397,000 | 0.38 | |
Hist
| 03/31/2023 |
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Merck & Co., Inc.
| MRK | COM | 3,950 | -96 | 423,124,000 | -28,733,000 | 0.24 | |
Hist
| 03/31/2023 |
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WELLS FARGO & COMPANY/MN
| WFC/PL | Common | 100 | -14 | 116,220,000 | -19,585,000 | 0.06 | 0.00 |
Hist
| 03/31/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 3,744 | -194 | 362,068,000 | -10,630,000 | 0.20 | |
Hist
| 03/31/2023 |
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VERIZON COMMUNICATIONS INC
| VZ | Common | 6,491 | -82 | 252,416,000 | -6,541,000 | 0.14 | |
Hist
| 03/31/2023 |
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abrdn Precious Metals Basket ETF Trust
| GLTR | Common | 7,659 | -2 | 698,577,000 | 14,969,000 | 0.39 | 0.07 |
Hist
| 03/31/2023 |
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AT&T CORP
| T | Common | 29,617 | -155 | 570,127,000 | 22,024,000 | 0.32 | |
Hist
| 03/31/2023 |
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LENNAR CORP /NEW/
| LEN | CL A | 5,648 | -635 | 593,661,000 | 25,049,000 | 0.33 | |
Hist
| 03/31/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VCSH | Common | 77,717 | -376 | 5,924,376,000 | 52,570,000 | 3.30 | |
Hist
| 03/31/2023 |
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Blackstone Inc.
| BX | Stock | 5,521 | -56 | 484,965,000 | 71,207,000 | 0.27 | |
Hist
| 03/31/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 109,608 | -1,388 | 4,428,151,000 | 101,520,000 | 2.46 | |
Hist
| 03/31/2023 |
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FIDELITY FREEDOM 2020
| FBND | Common | 157,834 | -396 | 7,285,306,000 | 145,845,000 | 4.05 | |
Hist
| 03/31/2023 |
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ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 104,352 | -3,179 | 7,463,284,000 | 404,950,000 | 4.15 | |
Hist
| 03/31/2023 |
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Apple Inc.
| AAPL | Common | 14,907 | -45 | 2,458,122,000 | 515,350,000 | 1.37 | 0.00 |
Hist
| 03/31/2023 |
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