13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001779040
Total reported value
$430.5M
$430.5M
892 檔
24.8%
During the Q3 2024 filing period, PSI Advisors, LLC (CIK: 0001779040) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $430.5M across 892 reported positions.
In Q3 2024, PSI Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 892 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.88% | -0.27% | -0.35% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.87% | +1.08% | -0.80% | |
| 3 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 4.82% | -0.28% | +21.11% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.99% | -0.40% | +9.10% | |
| 5 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 3.68% | -1.40% | +21.46% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.45% | -0.02% | -3.96% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.38% | -0.48% | -2.20% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.90% | +0.35% | +1.81% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.52% | — | -11.05% | |
| 10 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.30% | +0.09% | +8.34% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.21% | +0.03% | +1.23% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.11% | -0.16% | -12.43% | |
| 13 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 2.03% | — | +2.19% | |
| 14 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.96% | +0.08% | +7.80% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.76% | — | +910.02% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.54% | +0.22% | +0.75% | |
| 17 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.46% | -0.05% | -5.26% | |
| 18 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.36% | -0.24% | +2.17% | |
| 19 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.30% | — | +3.62% | |
| 20 | ET | Energy Transfer LP | Stock-Energy | 1.28% | -0.01% | -2.73% | |
| 21 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 1.18% | -0.04% | +4.44% | |
| 22 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.14% | -0.18% | +10.37% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.06% | +19.93% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | -0.07% | -2.18% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.93% | -0.24% | +1.21% | |
| 26 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.91% | — | -1.30% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.83% | +0.05% | +4.73% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | +0.55% | -3.44% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.05% | -8.00% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.13% | +0.45% | |
| 31 | VSTOEUR | Vista Outdoor Inc | Stock-Other | 0.74% | — | -6.01% | |
| 32 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.72% | — | +25.88% | |
| 33 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.65% | -0.01% | -13.52% | |
| 34 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.59% | +0.51% | +23.15% | |
| 35 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.57% | — | — | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | +0.05% | -2.25% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.13% | +1.91% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.10% | -2.09% | |
| 39 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.51% | — | +12.87% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | +0.03% | -17.24% | |
| 41 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.47% | -0.07% | +16.73% | |
| 42 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.45% | — | -7.54% | |
| 43 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.43% | -0.77% | +2.13% | |
| 44 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.41% | -0.52% | — | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.37% | +0.34% | +19.24% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | — | -1.03% | |
| 47 | XLF | Ss Financial Select Sector | ETF-Other | 0.36% | +0.02% | +1.03% | |
| 48 | C | Citigroup Inc | Stock-Financials | 0.35% | +0.01% | -4.24% | |
| 49 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.35% | — | -2.06% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.32% | -0.20% | -3.93% |
According to official SEC Form 13F filings, PSI Advisors, LLC reported a total U.S. public equity portfolio value of $430.5M across 892 disclosed positions in Q3 2024.
During Q3 2024, PSI Advisors, LLC's top holdings by market value included SPYM (9.9%)、QQQ (8.9%)、JEPQ (4.8%). The largest single position, SPYM, represented 9.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, QQQ, JEPQ) accounted for 24.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
SG
市值: $238.0K
Top Position Liquidated / Trimmed
PFG
前期市值: $178.9K
In Q3 2024, PSI Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 25 positions, trimming 21 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.