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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 $215,935,905
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 142,981 $27,292,170 12.63%
2.
Ishares Trust
 IEF 260,992 $26,498,558 12.27%
3.
Ishares Trust
 IEF 93,477 $15,346,081 7.1%
4.
Ishares Trust
 IEF 46,963 $13,516,892 6.25%
5.
Ishares Trust
 IEF 92,915 $12,198,845 5.64%
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)