Long-term investor
Powell Investment Advisors, LLC @powellinvestmentadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802195).
Record
- Tracked since 2025-06-30 (449 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +16.2% · 1 year n/a · all +10.1%
- Max drawdown n/a · win rate 35% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287309 · 12.1% · long · since 2025-06-30
- 464287408 · 11.4% · long · since 2025-06-30
- 464287630 · 8.0% · long · since 2025-06-30
- 464287648 · 7.5% · long · since 2025-06-30
- 46090E103 · 7.5% · long · since 2025-06-30
- 464287168 · 4.9% · long · since 2025-06-30
- AMZN · 2.8% · long · since 2025-06-30
- 464287473 · 2.8% · long · since 2025-06-30
- 464287481 · 2.4% · long · since 2025-06-30
- 464287465 · 2.3% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- GS · 2.1% · long · since 2025-06-30