Stock Taper

POWELL INVESTMENT ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A1$748.85K
Bank of America CorporationBAC-PL20$25.09K
Wells Fargo & CompanyWFC-PL100$115.7K
Meta Platforms, Inc.META486$273.76K
Advanced Micro Devices, Inc.AMD658$382.24K
Eli Lilly and CompanyLLY683$819.21K
BlackRock, Inc.BLK708$680.78K
M&T Bank CorporationMTB747$177.79K
Nucor CorporationNUE939$209.64K
Applied Materials, Inc.AMAT1.26K$908.09K
Space Exploration Technologies Corp.SPCX1.41K$240.57K
Waste Management, Inc.WM1.43K$318.05K
HEICO CorporationHEI1.52K$540.3K
Avery Dennison CorporationAVY1.54K$250.67K
McDonald's CorporationMCD1.61K$436.67K
Snowflake Inc.SNOW1.81K$460.14K
Lockheed Martin CorporationLMT1.93K$981.73K
Datadog, Inc.DDOG2.15K$559.25K
Federal Realty Investment TrustFRT2.18K$269.47K
Paychex, Inc.PAYX2.23K$219.08K