Partner, CIO

0001398344-22-022156.txt : 20221114 0001398344-22-022156.hdr.sgml : 20221114 20221114172224 ACCESSION NUMBER: 0001398344-22-022156 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Powell Investment Advisors, LLC CENTRAL INDEX KEY: 0001802195 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19815 FILM NUMBER: 221387876 BUSINESS ADDRESS: STREET 1: 3225 AVIATION AVE, SUITE 502 CITY: MIAMI STATE: FL ZIP: 33133 BUSINESS PHONE: 786-470-3480 MAIL ADDRESS: STREET 1: 3225 AVIATION AVE, SUITE 502 CITY: MIAMI STATE: FL ZIP: 33133 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001802195 XXXXXXXX 09-30-2022 09-30-2022 false Powell Investment Advisors, LLC

3225 AVIATION AVE, SUITE 502 MIAMI FL 33133

13F HOLDINGS REPORT 028-19815 N Jesse Wachs Partner, CIO 786-470-3480 /s/ Jesse Wachs Miami FL 11-14-2022 0 129 152461 INFORMATION TABLE 2 fp0080461-1_13fhr-table.xml 13F INFORMATION TABLE AT&T INC COM 00206R102 453 29526 SH SOLE 0 29526 0 ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100 629 7748 SH SOLE 0 7748 0 ALLISON TRANSMISSION HLDGS I COM 01973R101 582 17251 SH SOLE 0 17251 0 ALPHABET INC CAP STK CL A 02079K305 400 4180 SH SOLE 0 4180 0 ALPHABET INC CAP STK CL C 02079K107 362 3760 SH SOLE 0 3760 0 ALPS ETF TR ALERIAN MLP 00162Q452 552 15102 SH SOLE 0 15102 0 AMAZON COM INC COM 023135106 1452 12849 SH SOLE 0 12849 0 AMERICAN ELEC PWR CO INC COM 025537101 663 7664 SH SOLE 0 7664 0 APPLE INC COM 037833100 2060 14904 SH SOLE 0 14904 0 AVERY DENNISON CORP COM 053611109 302 1855 SH SOLE 0 1855 0 BK OF AMERICA CORP COM 060505104 191 6326 SH SOLE 0 6326 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1134 4248 SH SOLE 0 4248 0 BLACKROCK INC COM 09247X101 403 732 SH SOLE 0 732 0 BLACKSTONE INC COM 09260D107 462 5521 SH SOLE 0 5521 0 BRISTOL-MYERS SQUIBB CO COM 110122108 615 8653 SH SOLE 0 8653 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1065 26044 SH SOLE 0 26044 0 CABLE ONE INC COM 12685J105 644 755 SH SOLE 0 755 0 COCA COLA CO COM 191216100 602 10662 SH SOLE 0 10662 0 NETFLIX INC COM 64110L106 210 892 SH SOLE 0 892 0 TESLA INC COM 88160R101 806 3038 SH SOLE 0 3038 0 CARMAX INC COM 143130102 538 8147 SH SOLE 0 8147 0 SCHWAB CHARLES CORP COM 808513105 844 11738 SH SOLE 0 11738 0 CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 761 14255 SH SOLE 0 14255 0 CHEVRON CORP NEW COM 166764100 300 2088 SH SOLE 0 2088 0 CISCO SYS INC COM 17275R102 434 10857 SH SOLE 0 10857 0 CITIGROUP INC COM NEW 172967424 391 9386 SH SOLE 0 9386 0 CONSOLIDATED EDISON INC COM 209115104 572 6671 SH SOLE 0 6671 0 CVS HEALTH CORP COM 126650100 251 2637 SH SOLE 0 2637 0 CYBIN INC COM 23256X100 29 60000 SH SOLE 0 60000 0 LILLY ELI & CO COM 532457108 278 860 SH SOLE 0 860 0 ELYS GAME TECHNOLOGY CORP COM 290734102 23 48000 SH SOLE 0 48000 0 ENBRIDGE INC COM 29250N105 244 6585 SH SOLE 0 6585 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 639 8866 SH SOLE 0 8866 0 ESSEX PPTY TR INC COM 297178105 432 1766 SH SOLE 0 1766 0 EXXON MOBIL CORP COM 30231G102 534 6117 SH SOLE 0 6117 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 676 15167 SH SOLE 0 15167 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 480 15826 SH SOLE 0 15826 0 FORD MTR CO DEL COM 345370860 714 63731 SH SOLE 0 63731 0 FOXO TECHNOLOGIES INC COM CL A 351471107 49 38500 SH SOLE 0 38500 0 GENERAL MLS INC COM 370334104 869 11344 SH SOLE 0 11344 0 GILEAD SCIENCES INC COM 375558103 438 7097 SH SOLE 0 7097 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 2575 111650 SH SOLE 0 111650 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 394 5552 SH SOLE 0 5552 0 GOLDMAN SACHS GROUP INC COM 38141G104 4451 15188 SH SOLE 0 15188 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 32 264 SH SOLE 0 264 0 HOME DEPOT INC COM 437076102 645 2337 SH SOLE 0 2337 0 INTERNATIONAL BUSINESS MACHS COM 459200101 599 5045 SH SOLE 0 5045 0 INTEL CORP COM 458140100 375 14547 SH SOLE 0 14547 0 INTERNATIONAL PAPER CO COM 460146103 421 13278 SH SOLE 0 13278 0 INVESCO QQQ TR UNIT SER 1 46090E103 6471 24165 SH SOLE 0 24165 0 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 262 10943 SH SOLE 0 10943 0 ISHARES TR ISHARES BIOTECH 464287556 5 40 SH SOLE 0 40 0 ISHARES TR CORE S&P500 ETF 464287200 35 98 SH SOLE 0 98 0 ISHARES TR CORE S&P MCP ETF 464287507 261 1192 SH SOLE 0 1192 0 ISHARES TR CORE S&P SCP ETF 464287804 342 3917 SH SOLE 0 3917 0 ISHARES TR FLTG RATE NT ETF 46429B655 348 6922 SH SOLE 0 6922 0 ISHARES TR GLOBAL 100 ETF 464287572 641 10763 SH SOLE 0 10763 0 ISHARES TR GLOBAL ENERG ETF 464287341 42 1264 SH SOLE 0 1264 0 ISHARES TR IBOXX HI YD ETF 464288513 231 3232 SH SOLE 0 3232 0 ISHARES TR IBOXX INV CP ETF 464287242 216 2111 SH SOLE 0 2111 0 ISHARES TR MSCI EAFE ETF 464287465 6031 107680 SH SOLE 0 107680 0 ISHARES TR EAFE VALUE ETF 464288877 27 698 SH SOLE 0 698 0 ISHARES TR MSCI EMG MKT ETF 464287234 151 4318 SH SOLE 0 4318 0 ISHARES TR NATIONAL MUN ETF 464288414 1956 19065 SH SOLE 0 19065 0 ISHARES TR RUS 2000 VAL ETF 464287630 10706 83040 SH SOLE 0 83040 0 ISHARES TR RUS 2000 GRW ETF 464287648 9480 45887 SH SOLE 0 45887 0 ISHARES TR RUSSELL 2000 ETF 464287655 632 3833 SH SOLE 0 3833 0 ISHARES TR RUS MD CP GR ETF 464287481 4744 60493 SH SOLE 0 60493 0 ISHARES TR RUS MDCP VAL ETF 464287473 4955 51590 SH SOLE 0 51590 0 ISHARES TR S&P 500 GRWT ETF 464287309 15794 273020 SH SOLE 0 273020 0 ISHARES TR S&P 500 VAL ETF 464287408 18472 143728 SH SOLE 0 143728 0 ISHARES TR SELECT DIVID ETF 464287168 9396 87635 SH SOLE 0 87635 0 ISHARES TR TIPS BD ETF 464287176 195 1860 SH SOLE 0 1860 0 ISHARES TR U.S. TECH ETF 464287721 119 1616 SH SOLE 0 1616 0 ISHARES TR PFD AND INCM SEC 464288687 3324 104950 SH SOLE 0 104950 0 ISHARES TR US HLTHCR PR ETF 464288828 89 349 SH SOLE 0 349 0 ISHARES TR US OIL GS EX ETF 464288851 0 0 SH SOLE 0 0 0 HANCOCK JOHN TAX-ADVANTAGED COM 41013V100 222 10597 SH SOLE 0 10597 0 JOHNSON & JOHNSON COM 478160104 369 2257 SH SOLE 0 2257 0 JPMORGAN CHASE & CO COM 46625H100 374 3582 SH SOLE 0 3582 0 LAMAR ADVERTISING CO NEW CL A 512816109 383 4645 SH SOLE 0 4645 0 LENNAR CORP CL A 526057104 468 6283 SH SOLE 0 6283 0 LIANBIO SPONSORED ADS 53000N108 60 30000 SH SOLE 0 30000 0 LIBERTY BROADBAND CORP COM SER C 530307305 884 11974 SH SOLE 0 11974 0 LOCKHEED MARTIN CORP COM 539830109 285 737 SH SOLE 0 737 0 LUMEN TECHNOLOGIES INC COM 550241103 92 12618 SH SOLE 0 12618 0 MARSH & MCLENNAN COS INC COM 571748102 352 2359 SH SOLE 0 2359 0 MCDONALDS CORP COM 580135101 469 2034 SH SOLE 0 2034 0 MEDTRONIC PLC SHS G5960L103 506 6213 SH SOLE 0 6213 0 MERCK & CO INC COM 58933Y105 343 3950 SH SOLE 0 3950 0 METLIFE INC COM 59156R108 211 3472 SH SOLE 0 3472 0 MICROSOFT CORP COM 594918104 601 2580 SH SOLE 0 2580 0 MOGO INC COM 60800C109 23 25000 SH SOLE 0 25000 0 MOLSON COORS BEVERAGE CO CL B 60871R209 430 8956 SH SOLE 0 8956 0 MORGAN STANLEY COM NEW 617446448 321 4066 SH SOLE 0 4066 0 NEWMONT CORP COM 651639106 279 6649 SH SOLE 0 6649 0 NEXTERA ENERGY INC COM 65339F101 851 10856 SH SOLE 0 10856 0 NUVEEN QUALITY MUNCP INCOME COM 67066V101 558 50504 SH SOLE 0 50504 0 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 504 44105 SH SOLE 0 44105 0 NUVEEN AMT FREE MUN CR INC F COM 67071L106 616 52472 SH SOLE 0 52472 0 PAYCHEX INC COM 704326107 285 2542 SH SOLE 0 2542 0 PFIZER INC COM 717081103 625 14279 SH SOLE 0 14279 0 PHILIP MORRIS INTL INC COM 718172109 302 3587 SH SOLE 0 3587 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1464 14807 SH SOLE 0 14807 0 ROCKLEY PHOTONICS HLDGS LTD ORDINARY SHARES G7614L109 18 26000 SH SOLE 0 26000 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 669 10215 SH SOLE 0 10215 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 282 7561 SH SOLE 0 7561 0 SONOCO PRODS CO COM 835495102 1067 18814 SH SOLE 0 18814 0 SOUTHERN COPPER CORP COM 84265V105 411 9177 SH SOLE 0 9177 0 SPDR SER TR BBG CONV SEC ETF 78464A359 2097 33127 SH SOLE 0 33127 0 SPDR GOLD TR GOLD SHS 78463V107 297 1921 SH SOLE 0 1921 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 861 2400 SH SOLE 0 2400 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 858 24183 SH SOLE 0 24183 0 SPDR SER TR S&P BIOTECH 78464A870 19 245 SH SOLE 0 245 0 TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 174 12731 SH SOLE 0 12731 0 TYLER TECHNOLOGIES INC COM 902252105 455 1309 SH SOLE 0 1309 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4148 113680 SH SOLE 0 113680 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 139 1740 SH SOLE 0 1740 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 165 2465 SH SOLE 0 2465 0 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 0 0 SH SOLE 0 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 69 210 SH SOLE 0 210 0 VERIZON COMMUNICATIONS INC COM 92343V104 245 6448 SH SOLE 0 6448 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 122 10724 SH SOLE 0 10724 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 329 10488 SH SOLE 0 10488 0 WASTE MGMT INC DEL COM 94106L109 269 1676 SH SOLE 0 1676 0 WELLS FARGO CO NEW COM 949746101 127 3169 SH SOLE 0 3169 0 WELLS FARGO CO NEW PERP PFD CNV A 949746804 119 100 SH SOLE 0 100 0 WHEELS UP EXPERIENCE INC COM CL A 96328L106 16 14000 SH SOLE 0 14000 0 WHITEHORSE FIN INC COM 96524V106 127 11060 SH SOLE 0 11060 0