Powell Investment Advisors, LLC
Annual return '25
-24.8%
SPY '25
+17.7%
Alpha
-42.5ptsvs SPY
Invested
$3.6B
Holdings
40
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 62%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PYPL
PAYPAL HLDGS INC
Held since at least Q1 2024
50.3%
02
$EBA
EBAY INC.
Held since at least Q1 2024
25.2%
03
$GQ9
SPDR GOLD TR
Q1 2026: Exited (was 864 shares)
12.5%
04
$ZM
ZOOM COMMUNICATIONS INC
Held since at least Q1 2024
2.7%
05
$NU
NU HLDGS LTD
Held since at least Q1 2024
1.7%
06
$IWD
ISHARES TR
Held since at least Q1 2024
1.2%
07
$IWN
ISHARES TR
Q1 2026: Exited (was 114.1k shares)
1.1%
08
$VBR
VANGUARD INDEX FDS
Held since at least Q1 2024
1.1%
09
$VNQ
VANGUARD INDEX FDS
Held since at least Q1 2024
0.8%
10
$WDAY
WORKDAY INC
Held since at least Q1 2024
0.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:55 UTC.