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CIK: 0001779040
Total reported value
$430.5M
$430.5M
758 檔
26.9%
As reported in its official Q1 2025 Form 13F filing, PSI Advisors, LLC's tracked investment portfolio stood at $430.5M with 758 total positions.
In Q1 2025, PSI Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, QQQ, JEPQ) accounted for 26.9% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 758 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 | 11.14% | -0.27% | +1.94% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.93% | +1.08% | +2.48% | |
| 3 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 6.57% | -0.28% | +15.60% | |
| 4 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 5.46% | -1.40% | +17.87% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.58% | -0.40% | +3.71% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.95% | -0.48% | -0.16% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.70% | -0.02% | +1.55% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.20% | +0.35% | +3.70% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.33% | +0.03% | +3.96% | |
| 10 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.27% | +0.08% | +5.82% | |
| 11 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.16% | +0.09% | -1.08% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.04% | -0.16% | -7.78% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.88% | — | -0.87% | |
| 14 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.80% | — | -4.79% | |
| 15 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 1.55% | -0.04% | +16.92% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.54% | +0.22% | -7.54% | |
| 17 | ET | Energy Transfer LP | Stock-Energy | 1.51% | -0.01% | -4.57% | |
| 18 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.49% | -0.05% | -0.53% | |
| 19 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.47% | — | +20.19% | |
| 20 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.38% | -0.24% | +1.87% | |
| 21 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.16% | -0.18% | -10.24% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.96% | +0.13% | +10.42% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.95% | -0.24% | -1.35% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.86% | +0.05% | -4.13% | |
| 25 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.73% | +0.51% | +9.72% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | +0.55% | -15.36% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.06% | -44.20% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.05% | -23.80% | |
| 29 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.56% | — | — | |
| 30 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.52% | -0.07% | +3.43% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.13% | -28.66% | |
| 32 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.49% | -0.01% | -15.57% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.49% | +0.02% | +8.63% | |
| 34 | FLRT | Pacer Aristotle Pacific Floa | ETF-Other | 0.47% | -0.09% | +76.52% | |
| 35 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.47% | -0.52% | +11.36% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.10% | -18.54% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | -0.07% | -65.63% | |
| 38 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.36% | -0.77% | -5.06% | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.35% | -0.14% | +19.12% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | +0.07% | -5.90% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.32% | +0.07% | -2.03% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.31% | +0.03% | -30.30% | |
| 43 | ✓ | Publix Super Markets Inc | Stock-Other | 0.31% | — | — | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.30% | -0.20% | -13.81% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.29% | -0.01% | -1.50% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.29% | +0.34% | +6.17% | |
| 47 | PFG | Principal Financial Group | Stock-Financials | 0.28% | +0.06% | +2.75% | |
| 48 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.28% | +0.05% | +7.46% | |
| 49 | TRMD | TORM plc | Stock-Other | 0.28% | -0.04% | +23.65% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.28% | +0.04% | +6.96% |
According to official SEC Form 13F filings, PSI Advisors, LLC reported a total U.S. public equity portfolio value of $430.5M across 758 disclosed positions in Q1 2025.
During Q1 2025, PSI Advisors, LLC's top holdings by market value included SPYM (11.1%)、QQQ (9.9%)、JEPQ (6.6%). The largest single position, SPYM, represented 11.1% of total portfolio value.
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Top New Position Initiated
SPYM
市值: $34.2M
In Q1 2025, PSI Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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