Psi Advisors, LLC Reduced Holdings in Q4 2024

Psi Advisors, LLC

  • $334 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.29K
- 1.86%
$25.0 - $25.11 $32.4K - $32.5K
68.3K $1.71M
TTD
Trade Desk, Inc.

Technology
-330
- 42.86%
$108.7 - $139.51 $35.9K - $46K
440 $51K
LYFT
Lyft, Inc.

Technology
-2.6K
- 38.81%
$12.36 - $18.59 $32.1K - $48.3K
4.1K $52K
MDT
Medtronic PLC

Healthcare
-301
- 41.23%
$79.61 - $92.24 $24K - $27.8K
429 $34K
QCOM
Qualcomm Inc

Technology
-14
- 0.78%
$150.4 - $178.04 $2.11K - $2.49K
1.77K $272K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-217
- 44.02%
$82.28 - $117.52 $17.9K - $25.5K
276 $23K
OZK
Bank Ozk

Financial Services
-628
- 99.52%
$41.39 - $50.55 $26K - $31.7K
3 $0
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-314
- 12.94%
$84.34 - $95.14 $26.5K - $29.9K
2.11K $184K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-101
- 63.13%
$238.25 - $261.28 $24.1K - $26.4K
59 $14K
CMCSA
Comcast Corp

Communication Services
-394
- 17.97%
$37.39 - $45.14 $14.7K - $17.8K
1.8K $67K
XLB
Select Sector Spdr Fd Material

ETFs
-177
- 28.73%
$83.8 - $97.58 $14.8K - $17.3K
439 $36K
BA
Boeing CO

Industrials
-290
- 24.49%
$138.14 - $180.72 $40.1K - $52.4K
894 $158K
ORCL
Oracle Corp

Technology
-112
- 11.38%
$165.41 - $192.43 $18.5K - $21.6K
872 $145K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-619
- 31.52%
$27.88 - $30.51 $17.3K - $18.9K
1.35K $37K
ORI
Old Republic International Corp

Financial Services
-610
- 39.77%
$34.4 - $38.98 $21K - $23.8K
924 $33K
XLP
Consumer Staples Sector Spdr

ETFs
-264
- 60.27%
N/A
174 $13K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-317
- 60.73%
$51.33 - $53.74 $16.3K - $17K
205 $10K
KO
Coca Cola CO

Consumer Defensive
-82
- 6.05%
$61.74 - $71.71 $5.06K - $5.88K
1.27K $79K
GPC
Genuine Parts CO

Consumer Cyclical
-86
- 25.15%
$113.11 - $143.63 $9.73K - $12.4K
256 $29K
MA
Mastercard Inc

Financial Services
-136
- 8.18%
$491.3 - $536.15 $66.8K - $72.9K
1.53K $804K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-498
- 5.73%
$40.86 - $43.42 $20.3K - $21.6K
8.19K $343K
ES
Eversource Energy

Utilities
-8
- 0.54%
$55.9 - $67.73 $447 - $542
1.48K $85K
BOTZ
Global X Fds

ETFs
-481
- 45.55%
$31.11 - $34.18 $15K - $16.4K
575 $18K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-436
- 5.93%
$51.33 - $58.78 $22.4K - $25.6K
6.92K $372K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-116
- 15.85%
$126.68 - $134.74 $14.7K - $15.6K
616 $78K
CINF
Cincinnati Financial Corp

Financial Services
-137
- 18.59%
$132.86 - $160.16 $18.2K - $21.9K
600 $86K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-23
- 5.54%
$442.29 - $483.08 $10.2K - $11.1K
392 $177K
DE
Deere & CO

Industrials
-63
- 3.15%
$389.45 - $466.0 $24.5K - $29.4K
1.94K $819K
CSCO
Cisco Systems, Inc.

Technology
-804
- 14.14%
$52.45 - $60.02 $42.2K - $48.3K
4.88K $288K
ED
Consolidated Edison Inc

Utilities
-56
- 10.41%
$88.87 - $107.38 $4.98K - $6.01K
482 $43K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-228
- 2.75%
$61.21 - $68.19 $14K - $15.5K
8.07K $504K
NVO
Novo Nordisk A S

Healthcare
-28
- 11.07%
$85.0 - $120.04 $2.38K - $3.36K
225 $19K
VIG
Vanguard Dividend Appreciation

ETFs
-57
- 5.83%
N/A
920 $167K
NFG
National Fuel Gas CO

Energy
-154
- 61.85%
$58.89 - $64.23 $9.07K - $9.89K
95 $5K
DKNG
Draft Kings Inc.

Consumer Cyclical
-200
- 12.9%
$35.32 - $44.84 $7.06K - $8.97K
1.35K $50K
PFF
Ishares Trust Ishares Pfd And

ETFs
-174
- 7.15%
$31.23 - $33.51 $5.43K - $5.83K
2.26K $70K
EPR
Epr Properties

Real Estate
-179
- 78.17%
$43.17 - $49.39 $7.73K - $8.84K
50 $2K
CTBI
Community Trust Bancorp Inc

Financial Services
-172
- 75.77%
$47.28 - $60.9 $8.13K - $10.5K
55 $2K
BKH
Black Hills Corp

Utilities
-144
- 75.39%
$57.6 - $64.66 $8.29K - $9.31K
47 $2K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
-2.64K
- 29.47%
N/A
6.32K $21K
FEP
First Trust Europe Alphadex Fu

ETFs
-210
- 66.25%
$35.46 - $38.46 $7.45K - $8.08K
107 $3K
UBSI
United Bankshares Inc

Financial Services
-217
- 58.97%
$35.53 - $43.29 $7.71K - $9.39K
151 $5K
WEYS
Weyco Group Inc

Consumer Cyclical
-223
- 73.84%
$32.33 - $41.04 $7.21K - $9.15K
79 $2K
FRT
Federal Realty Investment Trust

Real Estate
-66
- 75.86%
$109.55 - $117.53 $7.23K - $7.76K
21 $2K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
-210
- 38.46%
$28.98 - $32.34 $6.09K - $6.79K
336 $9K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
-149
- 10.08%
$40.72 - $42.75 $6.07K - $6.37K
1.33K $54K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-71
- 31.42%
$94.77 - $97.36 $6.73K - $6.91K
155 $14K
VNQ
Vanguard Specialized Funds Van

ETFs
-66
- 25.88%
$87.85 - $98.6 $5.8K - $6.51K
189 $16K
UVV
Universal Corp

Consumer Defensive
-140
- 74.87%
$49.67 - $57.99 $6.95K - $8.12K
47 $2K
Activity Summary
Buys All Purchases 290 New Holdings 60 Increased Positions 230 Sells All Sells 175 Reductions 175 Sold out 0 Options Calls 0 Puts 0
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