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CIK: 0001779040
Total reported value
$430.5M
$430.5M
114 檔
21.1%
In Q2 2025, PSI Advisors, LLC's U.S. equity holdings reached a combined market value of $430.5M, distributed across 114 disclosed stock positions.
In Q2 2025, PSI Advisors, LLC adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 25 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, COWZ, DGRO) accounted for 21.1% of total reported equity market value during Q2 2025.
| # | 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 | 20.81% | -0.27% | +11.96% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 7.67% | -0.40% | +10.35% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.51% | -0.02% | +12.76% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.17% | +0.35% | +0.85% | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 4.47% | -0.07% | +466.66% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.89% | -0.18% | +108.72% | |
| 7 | PSC | Principal US Small-cap ETF | ETF-Other | 3.61% | +0.42% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.36% | -0.16% | +18.08% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.99% | +0.22% | +8.30% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.82% | — | +2.34% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.64% | +0.55% | +103.43% | |
| 12 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.37% | -0.05% | +6.79% | |
| 13 | ET | Energy Transfer LP | Stock-Energy | 2.02% | -0.01% | -9.32% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.82% | +0.13% | +33.09% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.43% | -0.01% | +80.60% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | +0.06% | +1.65% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.36% | +0.05% | +1.79% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.05% | -4.43% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | +0.10% | +26.42% | |
| 20 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.84% | — | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | -0.07% | +19.89% | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 0.73% | +0.02% | -6.23% | |
| 23 | DE | Deere & Co | Stock-Industrials | 0.68% | -0.14% | +17.35% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.13% | -6.50% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 0.62% | +0.34% | +1.04% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.20% | +41.03% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | +0.07% | -4.82% | |
| 28 | PFG | Principal Financial Group | Stock-Financials | 0.51% | +0.06% | +27.30% | |
| 29 | AME | Ametek Inc | Stock-Industrials | 0.51% | -0.13% | — | |
| 30 | ✓ | Publix Super Markets Inc | Stock-Other | 0.49% | — | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | — | -2.36% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.05% | +12.55% | |
| 33 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.46% | +0.05% | -0.16% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.45% | -0.03% | +17.28% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.43% | -0.01% | -6.14% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | +0.03% | -15.83% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.37% | — | -4.89% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | +0.04% | -5.61% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.04% | +2.42% | |
| 40 | WHR | Whirlpool CORP | Stock-Consumer Disc | 0.35% | -0.08% | EXIT | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.34% | -0.02% | -11.53% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | +0.09% | +94.07% | |
| 43 | SWVXX | Schwa Prime Adv Money Fd-inv | Stock-Other | 0.33% | -0.07% | EXIT | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.32% | +0.19% | -12.07% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | +0.06% | -8.47% | |
| 46 | TGT | Target CORP | Stock-Consumer Disc | 0.29% | — | -7.31% | |
| 47 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.29% | +0.12% | -9.70% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.28% | +0.01% | -0.37% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.27% | — | +99.64% | |
| 50 | EPD | Enterprise Products Partners | Stock-Energy | 0.27% | +0.01% | -9.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +9.7% | +11.96% | Add |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | +4% | +466.66% | Add |
| 3 | PSC | Principal US Small-cap ETF | +3.6% | NEW | New buy |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | +3.1% | +10.35% | Add |
| 5 | DGRO | Ishares Core Dividend Growth | +2.8% | +12.76% | Add |
| 6 | MOAT | Vaneck Morningstar Wide Moat | +2.7% | +108.72% | Add |
| 7 | MSFT | Microsoft CORP | +2% | +103.43% | Add |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +2% | +0.85% | Add |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.5% | +8.30% | Add |
| 10 | AAPL | Apple Inc | +1.3% | +18.08% | Add |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | +0.9% | +80.60% | Add |
| 12 | LLY | Eli Lilly & Co | +0.9% | +33.09% | Add |
| 13 | NVDA | Nvidia CORP | +0.8% | +1.65% | Add |
| 14 | AME | Ametek Inc | +0.5% | NEW | New buy |
| 15 | ET | Energy Transfer LP | +0.5% | -9.32% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | +0.5% | +26.42% | Add |
| 17 | AMZN | Amazon.com Inc | +0.4% | +19.89% | Add |
| 18 | SWVXX | Schwa Prime Adv Money Fd-inv | +0.3% | NEW | New buy |
| 19 | AMD | Advanced Micro Devices | +0.3% | +1.04% | Add |
| 20 | ATLC 7.625 PERP BBond | Atlanticus Holdings CORP | +0.2% | NEW | New buy |
| 21 | VIA V0 PERPBond | Via Renewables Inc | +0.2% | NEW | New buy |
| 22 | SRG 7 PERP ABond | Seritage Growth Propert | +0.2% | NEW | New buy |
| 23 | NAVI 6 12-15-43Bond | Navient CORP | +0.2% | NEW | New buy |
| 24 | GDX | Vaneck Gold Miners ETF | -0.1% | EXIT | Sold out |
| 25 | EQWL | Invesco S&p 100 Equal Weight | -0.1% | EXIT | Sold out |
| 26 | SG | Sweetgreen Inc - Class A | -0.1% | EXIT | Sold out |
| 27 | PLTR | Palantir Technologies Inc-a | -0.1% | EXIT | Sold out |
| 28 | USFR | Wisdomtree Floating Rate Tre | -0.1% | EXIT | Sold out |
| 29 | XYLD | Global X S&p 500 Cove Call E | -0.2% | EXIT | Sold out |
| 30 | QYLD | Global X Nasd 100 Cov Call | -0.2% | EXIT | Sold out |
| 31 | UBER | Uber Technologies Inc | -0.2% | EXIT | Sold out |
| 32 | SWKS | Skyworks Solutions Inc | -0.2% | EXIT | Sold out |
| 33 | TRMD | TORM plc | -0.3% | EXIT | Sold out |
| 34 | QQQM | Invesco Nasdaq 100 ETF | -0.3% | EXIT | Sold out |
| 35 | IBTG | Ishares Ibonds Dec 2026 Term | -0.4% | EXIT | Sold out |
| 36 | FLRT | Pacer Aristotle Pacific Floa | -0.5% | EXIT | Sold out |
| 37 | IBMO | Ishares Ibonds Dec 2026 Term | -0.5% | EXIT | Sold out |
| 38 | XMMO | Invesco S&p Midcap Momentum | -0.7% | EXIT | Sold out |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -1% | EXIT | Sold out |
| 40 | XMHQ | Invesco S&p Midcap Qual ETF | -1.4% | EXIT | Sold out |
| 41 | TLT | iShares 20+ Year Treasury Bond ETF | -1.5% | EXIT | Sold out |
| 42 | PREF | Pri Spe Pre Sec Acti-usd Inc | -1.6% | EXIT | Sold out |
| 43 | TLT | iShares 20+ Year Treasury Bond ETF | -1.8% | EXIT | Sold out |
| 44 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -2.2% | EXIT | Sold out |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | -2.2% | -96.88% | Trim |
| 46 | SDVY | First Trust Smid Cap Rising | -2.3% | EXIT | Sold out |
| 47 | BUFR | Ft Vest Lad Buffervetf-usd I | -4% | EXIT | Sold out |
| 48 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -5.5% | EXIT | Sold out |
| 49 | JEPQ | JPM Nasdaq Equity Premium | -6.6% | EXIT | Sold out |
| 50 | QQQ | Invesco Qqq Trust Series 1 | -9.8% | -99.04% | Trim |
According to official SEC Form 13F filings, PSI Advisors, LLC reported a total U.S. public equity portfolio value of $430.5M across 114 disclosed positions in Q2 2025.
During Q2 2025, PSI Advisors, LLC's top holdings by market value included SPYM (20.8%)、COWZ (7.7%)、DGRO (6.5%). The largest single position, SPYM, represented 20.8% 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.
Top New Position Initiated
PSC
市值: $7.4M
Top Position Liquidated / Trimmed
JEPQ
前期市值: $20.2M
In Q2 2025, PSI Advisors, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 15 positions, trimming 3 holdings, and fully liquidating 25 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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