Psi Advisors, LLC Reduced Holdings in Q1 2025

Psi Advisors, LLC

  • $304 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-82.5K
- 99.72%
$81.83 - $82.73 $6.75M - $6.83M
229 $18K
AMZN
Amazon Com Inc

Consumer Cyclical
-12K
- 65.63%
$190.26 - $242.06 $2.28M - $2.9M
6.27K $1.19M
NVDA
Nvidia Corp

Technology
-14.2K
- 44.2%
$106.98 - $149.43 $1.52M - $2.13M
18K $1.95M
TSLA
Tesla, Inc.

Consumer Cyclical
-4.19K
- 60.17%
$222.15 - $428.22 $930K - $1.79M
2.77K $718K
AAPL
Apple Inc.

Technology
-2.38K
- 7.78%
$209.68 - $247.1 $500K - $589K
28.3K $6.28M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-25K
- 98.92%
$45.72 - $51.73 $1.14M - $1.29M
274 $12K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.94K
- 1.08%
$36.64 - $45.76 $70.9K - $88.6K
177K $6.65M
C
Citigroup Inc

Financial Services
-13.3K
- 73.6%
$67.23 - $84.63 $896K - $1.13M
4.78K $339K
SPYG
Spdr Portfolio

ETFs
-4.81K
- 7.54%
$80.05 - $92.39 $385K - $445K
59K $4.74M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.03K
- 23.8%
$554.06 - $615.85 $570K - $634K
3.3K $1.85M
MSFT
Microsoft Corp

Technology
-963
- 15.36%
$375.39 - $447.2 $362K - $431K
5.31K $1.99M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.07K
- 95.18%
$87.68 - $94.52 $532K - $573K
307 $28K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.21K
- 30.3%
$57.21 - $65.8 $412K - $474K
16.6K $967K
SWKS
Skyworks Solutions, Inc.

Technology
-2.98K
- 23.25%
$64.12 - $93.96 $191K - $280K
9.84K $636K
ET
Energy Transfer LP

Energy
-12K
- 4.57%
$17.26 - $21.08 $207K - $252K
250K $4.65M
META
Meta Platforms, Inc.

Communication Services
-782
- 35.87%
$576.36 - $736.67 $451K - $576K
1.4K $805K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-2.24K
- 15.57%
$121.0 - $142.28 $271K - $319K
12.1K $1.51M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.62K
- 10.24%
N/A
40.5K $3.48M
GOOG
Alphabet Inc.

Communication Services
-1.59K
- 49.4%
$156.06 - $207.71 $249K - $331K
1.63K $255K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-659
- 0.16%
$29.34 - $31.31 $19.3K - $20.6K
409K $12.1M
CVX
Chevron Corp

Energy
-3.77K
- 28.66%
$146.71 - $167.97 $553K - $633K
9.39K $1.57M
NFLX
Netflix Inc

Communication Services
-346
- 84.6%
$828.4 - $1058.6 $287K - $366K
63 $58K
CAT
Caterpillar Inc

Industrials
-593
- 23.98%
$326.75 - $407.63 $194K - $242K
1.88K $620K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-11.9K
- 4.79%
$23.29 - $23.38 $277K - $278K
236K $5.52M
PG
Procter & Gamble CO

Consumer Defensive
-1.44K
- 44.99%
$158.56 - $176.26 $228K - $254K
1.76K $300K
HD
Home Depot, Inc.

Consumer Cyclical
-416
- 18.71%
$347.25 - $424.87 $144K - $177K
1.81K $662K
DUK
Duke Energy Corp

Utilities
-2.11K
- 42.13%
$105.87 - $121.97 $224K - $258K
2.9K $353K
PFE
Pfizer Inc

Healthcare
-4.86K
- 17.46%
$25.01 - $27.13 $122K - $132K
23K $581K
FDL
First Tr Morningstar Dividend

ETFs
-3.96K
- 86.41%
$39.69 - $43.83 $157K - $173K
622 $27K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-876
- 17.84%
$102.49 - $119.96 $89.8K - $105K
4.03K $421K
MRK
Merck & Co., Inc.

Healthcare
-1.26K
- 47.48%
$83.01 - $101.02 $105K - $127K
1.4K $125K
WMT
Walmart Inc.

Consumer Defensive
-1.31K
- 20.96%
$84.5 - $105.05 $111K - $138K
4.95K $434K
CRM
Salesforce, Inc.

Technology
-189
- 15.58%
$268.36 - $359.95 $50.7K - $68K
1.02K $274K
BAC
Bank Of America Corp

Financial Services
-2.69K
- 40.6%
$39.61 - $47.74 $107K - $129K
3.94K $164K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.24K
- 4.13%
$49.78 - $53.19 $111K - $119K
52K $2.65M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-106
- 2.03%
$192.82 - $222.1 $20.4K - $23.5K
5.12K $987K
LOW
Lowes Companies Inc

Consumer Cyclical
-340
- 19.98%
$222.66 - $268.42 $75.7K - $91.3K
1.36K $317K
ACN
Accenture PLC

Technology
-287
- 98.63%
$300.91 - $398.25 $86.4K - $114K
4 $1K
SPY
Spdr S&P 500 ETF Trust

ETFs
-143
- 19.97%
$551.42 - $612.93 $78.9K - $87.6K
573 $320K
GE
General Electric CO

Industrials
-588
- 77.06%
$168.59 - $212.13 $99.1K - $125K
175 $35K
CNC
Centene Corp

Healthcare
-1.4K
- 80.33%
$55.93 - $65.89 $78.1K - $92K
342 $20K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-569
- 66.47%
$126.86 - $146.45 $72.2K - $83.3K
287 $36K
VV
Vanguard Large Cap ETF

ETFs
-307
- 89.24%
$253.32 - $282.66 $77.8K - $86.8K
37 $9K
AEP
American Electric Power CO Inc

Utilities
-937
- 84.19%
$90.32 - $109.27 $84.6K - $102K
176 $19K
SOXX
Ishares Semiconductor ETF

ETFs
-29
- 1.05%
$188.17 - $235.81 $5.46K - $6.84K
2.72K $512K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-944
- 13.65%
$48.37 - $55.84 $45.7K - $52.7K
5.97K $291K
VB
Vanguard Small Cap ETF

ETFs
-318
- 64.5%
$217.89 - $252.64 $69.3K - $80.3K
175 $38K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-376
- 87.85%
$165.25 - $224.62 $62.1K - $84.5K
52 $8K
UAL
United Airlines Holdings, Inc.

Industrials
-600
- 48.15%
$69.05 - $110.52 $41.4K - $66.3K
646 $44K
Activity Summary
Buys All Purchases 188 New Holdings 71 Increased Positions 117 Sells All Sells 227 Reductions 226 Sold out 1 Options Calls 0 Puts 0
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