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CIK: 0001779040
Total reported value
$430.5M
$430.5M
892 檔
26.7%
According to the latest 13F quarterly dataset, PSI Advisors, LLC managed an equity portfolio of $430.5M at the end of Q4 2024, spanning 892 distinct U.S. exchange-listed positions.
PSI Advisors, LLC executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 6 holdings and trimming 20 positions.
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 | 10.45% | -0.27% | +2.19% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.64% | +1.08% | +2.42% | |
| 3 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 5.64% | -0.28% | +12.61% | |
| 4 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 4.20% | -1.40% | +22.32% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.15% | -0.40% | +5.15% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.70% | -0.48% | +5.96% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.30% | -0.02% | -3.67% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.00% | +0.35% | +2.11% | |
| 9 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.34% | +0.09% | +6.15% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.28% | -0.16% | -0.94% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.25% | +0.03% | +2.00% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.10% | +0.08% | +7.39% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.01% | — | -20.05% | |
| 14 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.72% | — | +30.98% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.66% | +0.22% | +0.78% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.66% | — | +9705.66% | |
| 17 | ET | Energy Transfer LP | Stock-Energy | 1.52% | -0.01% | -3.44% | |
| 18 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.33% | -0.24% | +0.91% | |
| 19 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.32% | -0.05% | -1.62% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.06% | +2.12% | |
| 21 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.24% | -0.18% | +12.06% | |
| 22 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 1.20% | -0.04% | +1.27% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | -0.07% | +0.02% | |
| 24 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.11% | — | +91.99% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.88% | -0.24% | -6.24% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.83% | +0.05% | -4.58% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.82% | +0.05% | +1.22% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | +0.55% | +1.51% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.05% | -4.86% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.13% | +11.24% | |
| 31 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.66% | +0.51% | +7.03% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.10% | -2.04% | |
| 33 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.58% | -0.01% | -10.20% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.13% | +1.61% | |
| 35 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.51% | — | -1.86% | |
| 36 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.45% | -0.07% | -1.31% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.44% | +0.03% | -10.86% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.40% | +0.02% | +3.29% | |
| 39 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.39% | -0.52% | -5.37% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | — | -0.91% | |
| 41 | C | Citigroup Inc | Stock-Financials | 0.38% | +0.01% | -4.53% | |
| 42 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.38% | — | +2.00% | |
| 43 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.35% | -0.77% | -19.01% | |
| 44 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.34% | — | -17.23% | |
| 45 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.33% | +0.07% | -1.40% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | +0.07% | +0.04% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.30% | +0.34% | +6.68% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.20% | -5.23% | |
| 49 | ✓ | Publix Super Markets Inc | Stock-Other | 0.27% | — | — | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.27% | +0.19% | +5.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +1.6% | +9705.66% | Add |
| 2 | JEPQ | JPM Nasdaq Equity Premium | +0.8% | +12.61% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +2.42% | Add |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | +2.19% | Add |
| 5 | TLT | iShares 20+ Year Treasury Bond ETF | +0.5% | +91.99% | Add |
| 6 | KNG | Ft Vest S&p 500 Dvd Arst Trg | +0.5% | +22.32% | Add |
| 7 | TLT | iShares 20+ Year Treasury Bond ETF | +0.4% | +30.98% | Add |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.3% | +5.96% | Add |
| 9 | TSLA | Tesla Inc | +0.3% | -4.58% | Trim |
| 10 | ET | Energy Transfer LP | +0.2% | -3.44% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.2% | +0.02% | Add |
| 12 | AAPL | Apple Inc | +0.2% | -0.94% | Trim |
| 13 | NVDA | Nvidia CORP | +0.2% | +2.12% | Add |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | +0.2% | +5.15% | Add |
| 15 | WHR | Whirlpool CORP | +0.1% | NEW | New buy |
| 16 | SDVY | First Trust Smid Cap Rising | +0.1% | +7.39% | Add |
| 17 | USFR | Wisdomtree Floating Rate Tre | +0.1% | NEW | New buy |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +0.78% | Add |
| 19 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +12.06% | Add |
| 20 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +2.11% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.04% | Trim |
| 22 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +7.03% | Add |
| 23 | TRMD | TORM plc | +0.1% | +139.84% | Add |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | NEW | New buy |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | NEW | New buy |
| 26 | XOP | Ss Spdr S&p Og Exp & Prod | 0% | NEW | New buy |
| 27 | UPS | United Parcel Service-cl B | 0% | +484.74% | Add |
| 28 | VZ | Verizon Communications Inc | 0% | -9.25% | Trim |
| 29 | XLK | Ss Technology Select Sector | 0% | -52.11% | Trim |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -6.24% | Trim |
| 31 | IEP | Icahn Enterprises LP | -0.1% | -14.96% | Trim |
| 32 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -10.86% | Trim |
| 33 | TYG | Tortoise Energy Infrastruct | -0.1% | EXIT | Sold out |
| 34 | VFIAX | Vanguard 500 Index-adm | -0.1% | EXIT | Sold out |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | -0.1% | -10.20% | Trim |
| 36 | AMD | Advanced Micro Devices | -0.1% | +6.68% | Add |
| 37 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | -27.63% | Trim |
| 38 | MMM | 3m Co | -0.1% | -75.81% | Trim |
| 39 | IBTG | Ishares Ibonds Dec 2026 Term | -0.1% | -19.01% | Trim |
| 40 | CVS | Cvs Health CORP | -0.1% | -14.68% | Trim |
| 41 | LOW | Lowe's Cos Inc | -0.1% | -39.24% | Trim |
| 42 | SWKS | Skyworks Solutions Inc | -0.1% | -17.23% | Trim |
| 43 | XLRE | Ss Real Estate Select Sector | -0.1% | -1.62% | Trim |
| 44 | DGRO | Ishares Core Dividend Growth | -0.2% | -3.67% | Trim |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | -0.5% | -20.05% | Trim |
| 46 | TLT | iShares 20+ Year Treasury Bond ETF | -0.7% | EXIT | Sold out |
| 47 | VSTOEUR | Vista Outdoor Inc | -0.7% | EXIT | Sold out |
| 48 | IBDP | Ishares Ibonds Dec 2024 Term | -0.9% | EXIT | Sold out |
| 49 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -1.7% | -98.61% | Trim |
| 50 | IBTE | Ishares Ibonds Dec 2024 Term | -2% | EXIT | Sold out |
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 Q4 2024.
During Q4 2024, PSI Advisors, LLC's top holdings by market value included SPYM (10.4%)、QQQ (9.6%)、JEPQ (5.6%). The largest single position, SPYM, represented 10.4% 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 26.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
WHR
市值: $487.5K
Top Position Liquidated / Trimmed
IBTE
前期市值: $6.9M
In Q4 2024, PSI Advisors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 20 holdings, and fully liquidating 6 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.
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