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PSI Advisors

Latest statistics and disclosures from PSI Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, QQQ, JEPQ, COWZ, KNG, and represent 31.34% of PSI Advisors's stock portfolio.
Added to shares of these 10 stocks: SPTL (+$5.4M), JEPQ, KNG, COWZ, NVDA, CALF, IBMM, SDVY, XMMO, MOAT.
Started 42 new stock positions in VOO, MBXIX, Healthy Choice Wellness Corp, MSTR, RWK, VSGAX, JVMIX, VOLSX, VSMAX, ARR.
Reduced shares in these 10 stocks: SHY, AAPL, DGRO, TTD, USMV, IJT, IJH, XLRE, BUFR, QQQ.
Sold out of its positions in AMT, BLOK, CZR, KMX, CE, HYLB, EVBG, URA, IBRX, BAB.
PSI Advisors was a net buyer of stock by $11M.
PSI Advisors has $341M in assets under management (AUM), dropping by 8.01%.
Central Index Key (CIK): 0001779040

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Positions held by PSI Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for PSI Advisors

PSI Advisors holds 892 positions in its portfolio as reported in the September 2024 quarterly 13F filing

PSI Advisors has 892 total positions. Only the first 250 positions are shown.

Sign up to view all of the PSI Advisors Sept. 30, 2024 positions
Download the PSI Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Portfolio S&p 500 Uit Exchange Traded (SPLG)	10.0	$34M		500k	68.00	View chart
Invsc Qqq Trust Srs 1 Uit Exchange Traded (QQQ)	8.9	$30M		62k	489.00	View chart
J P Morgan Nasdaq Eqt Uit Exchange Traded (JEPQ)	4.8	$17M	+21%	300k	54.93	View chart
Pacer Us Cash Cows 100 Uit Exchange Traded (COWZ)	4.0	$14M	+9%	236k	57.85	View chart
First Trust MF Closed and MF Open (KNG)	3.7	$13M	+21%	230k	54.48	View chart
Ishares Core Dividend Uit Exchange Traded (DGRO)	3.5	$12M	-3%	188k	62.69	View chart
First Trust MF Closed and MF Open (BUFR)	3.4	$12M	-2%	386k	29.89	View chart
Spdr Portfolio S&p 400 Uit Exchange Traded (SPMD)	2.9	$10M		181k	55.00	View chart
Ishares 1-3 Year Treasry Uit Exchange Traded (SHY)	2.5	$8.6M	-11%	104k	83.15	View chart
Pacer Us Small Cap Cash Uit Exchange Traded (CALF)	2.3	$7.9M	+8%	169k	46.52	View chart
Spdr Portfolio S&p 600 Uit Exchange Traded (SPSM)	2.2	$7.6M		166k	46.00	View chart
Apple Common Stock (AAPL)	2.1	$7.2M	-12%	31k	233.00	View chart
Ishares Ibonds MF Closed and MF Open (IBTE)	2.0	$6.9M	+2%	288k	24.00	View chart
Frst Trst Smid Cap Rsng Uit Exchange Traded (SDVY)	2.0	$6.7M	+7%	184k	36.39	View chart
Spdr Portfolio MF Closed and MF Open (SPTL)	1.8	$6.0M	+910%	207k	29.07	View chart
Spdr S&p 500 Growth Etf Uit Exchange Traded (SPYG)	1.5	$5.3M		63k	83.00	View chart
Select Sector MF Closed and MF Open (XLRE)	1.5	$5.0M	-5%	112k	44.67	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	1.4	$4.6M	+2%	45k	102.58	View chart
Ishares Ibonds MF Closed and MF Open (IBTF)	1.3	$4.4M	+3%	189k	23.42	View chart
Energy Transfer Limited Partnershp (ET)	1.3	$4.4M	-2%	272k	16.17	View chart
Principal Spectrum MF Closed and MF Open (PREF)	1.2	$4.0M	+4%	215k	18.81	View chart
Vaneck Morningstar Wide Uit Exchange Traded (MOAT)	1.1	$3.9M	+10%	40k	96.97	View chart
Nvidia Corp Common Stock (NVDA)	1.1	$3.8M	+19%	32k	121.44	View chart
Amazon.com Common Stock (AMZN)	1.0	$3.4M	-2%	18k	186.35	View chart
Spdr Bloomberg 1 3 Mnth Uit Exchange Traded (BIL)	0.9	$3.2M		35k	92.00	View chart
Ishares Ibonds MF Closed and MF Open (IBDP)	0.9	$3.1M		123k	25.21	View chart
Spdr S&p 500 Value Etf Uit Exchange Traded (SPYV)	0.8	$2.8M	+4%	54k	53.00	View chart
Ishares Core S&p 500 Uit Exchange Traded (IVV)	0.8	$2.6M	-7%	4.5k	576.83	View chart
Eli Lilly And Common Stock (LLY)	0.8	$2.6M		2.9k	886.00	View chart
Vista Outdoor Common Stock (VSTO)	0.7	$2.5M	-6%	64k	39.33	View chart
Ishares Ibonds MF Closed and MF Open (IBMM)	0.7	$2.5M	+25%	94k	26.10	View chart
Ishares S&p MF Closed and MF Open (IJT)	0.7	$2.2M	-13%	16k	139.48	View chart
Invesco S&p MF Closed and MF Open (XMMO)	0.6	$2.0M	+23%	17k	120.33	View chart
Microsoft Corp Common Stock (MSFT)	0.6	$2.0M	-3%	6.2k	325.75	View chart
Ishares Ibonds MF Closed and MF Open (IBMN)	0.6	$2.0M		73k	26.66	View chart
Tesla Common Stock (TSLA)	0.6	$1.9M	-2%	7.3k	261.67	View chart
Chevron Corp Common Stock (CVX)	0.6	$1.9M		13k	147.33	View chart
Alphabet Common Stock (GOOGL)	0.5	$1.7M	-2%	11k	165.85	View chart
Ishares Ibonds MF Closed and MF Open (IBDQ)	0.5	$1.7M	+12%	70k	25.10	View chart
Ishares Core S&p Mid Cap Uit Exchange Traded (IJH)	0.5	$1.7M	-17%	27k	62.32	View chart
Spdr Intermediate MF Closed and MF Open (SPTI)	0.5	$1.6M	+16%	55k	29.06	View chart
Skyworks Solutions Common Stock (SWKS)	0.4	$1.5M	-7%	16k	99.00	View chart
Ishares Ibonds MF Closed and MF Open (IBTG)	0.4	$1.5M	+2%	63k	23.07	View chart
Ishares Ibonds MF Closed and MF Open (IBMO)	0.4	$1.4M		54k	25.66	View chart
Advanced Micro Device In Common Stock (AMD)	0.4	$1.3M	+19%	7.7k	164.50	View chart
Meta Platforms Common Stock (META)	0.4	$1.3M		2.2k	572.50	View chart
Select Str Financial Uit Exchange Traded (XLF)	0.4	$1.2M		27k	45.50	View chart
Citigroup Common Stock (C)	0.3	$1.2M	-4%	19k	62.63	View chart
Invesco S&p MF Closed and MF Open (XLG)	0.3	$1.2M	-2%	25k	47.53	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$1.1M	-3%	3.6k	304.51	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	0.3	$1.1M	-5%	5.3k	200.85	View chart
Spdr Series MF Closed and MF Open (SLYG)	0.3	$996k	-9%	11k	93.11	View chart
Target Corp Common Stock (TGT)	0.3	$976k	-3%	6.3k	155.86	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.3	$961k		4.6k	210.92	View chart
Select Sector Uti Select Uit Exchange Traded (XLU)	0.3	$926k	+15%	11k	81.00	View chart
Caterpillar Common Stock (CAT)	0.3	$914k	+3%	2.3k	391.22	View chart
Cvs Health Corp Common Stock (CVS)	0.3	$897k	-5%	14k	63.00	View chart
Principal Financial Common Stock (PFG)	0.3	$883k		10k	85.90	View chart
Deere & Co Common Stock (DE)	0.2	$834k	+4%	2.0k	417.33	View chart
Mastercard Common Stock (MA)	0.2	$822k	-3%	1.7k	494.00	View chart
Exxon Mobil Common Stock (XOM)	0.2	$821k	+3%	7.0k	117.22	View chart
Publix Super Markets Common Stock	0.2	$821k		50k	16.46	View chart
Home Depot Common Stock (HD)	0.2	$804k	-9%	2.0k	405.24	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.2	$804k	-30%	8.8k	91.31	View chart
Verizon Communications I Common Stock (VZ)	0.2	$799k	-13%	18k	44.91	View chart
Pfizer Common Stock (PFE)	0.2	$794k		27k	28.95	View chart
Adobe Common Stock (ADBE)	0.2	$772k	+3%	1.5k	517.78	View chart
Lowes Cos Common Stock (LOW)	0.2	$759k	-3%	2.8k	270.85	View chart
Abbvie Common Stock (ABBV)	0.2	$758k		3.8k	197.57	View chart
Pacer Pacific MF Closed and MF Open (FLRT)	0.2	$757k	+22%	16k	47.49	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$646k	-10%	5.6k	115.30	View chart
Torm Plc F Foreign Ordinaries (TRMD)	0.2	$604k	+80%	18k	34.20	View chart
Procter & Gamble Common Stock (PG)	0.2	$604k	-23%	3.5k	173.20	View chart
Ishares Core S&p Small Uit Exchange Traded (IJR)	0.2	$602k	-10%	5.1k	116.97	View chart
Enterprise Prods Part Limited Partnershp (EPD)	0.2	$602k	-2%	21k	29.18	View chart
Global X MF Closed and MF Open (QYLD)	0.2	$601k	+21%	33k	18.04	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.2	$580k	+6%	2.5k	230.51	View chart
Uber Technologies Common Stock (UBER)	0.2	$573k	+17%	7.6k	75.16	View chart
Southern Common Stock (SO)	0.2	$543k		6.0k	90.19	View chart
First Trust MF Closed and MF Open (FPE)	0.2	$541k	-8%	30k	18.10	View chart
Alphabet Common Stock (GOOG)	0.2	$523k	+4%	3.1k	167.17	View chart
Wisdomtree U S MF Closed and MF Open (EZM)	0.2	$517k		8.3k	62.34	View chart
Sunoco Common Stock (SUN)	0.2	$514k		9.6k	53.68	View chart
Salesforce Common Stock (CRM)	0.2	$514k		1.9k	274.00	View chart
Walmart Common Stock (WMT)	0.1	$500k		6.2k	80.75	View chart
First Trust MF Closed and MF Open (FVD)	0.1	$497k	-7%	11k	45.49	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$476k	-26%	2.9k	162.02	View chart
Spdr S&p 500 Etf Uit Exchange Traded (SPY)	0.1	$460k	+6%	801.00	574.00	View chart
Ishares Ibonds MF Closed and MF Open (IBDR)	0.1	$450k	+6%	19k	24.30	View chart
Icahn Enterprises Limited Partnershp (IEP)	0.1	$441k	+4%	32k	14.00	View chart
Oneok Common Stock (OKE)	0.1	$435k	-3%	4.8k	91.17	View chart
Intl Business Common Stock (IBM)	0.1	$431k	-2%	2.0k	221.02	View chart
Energy Select Sector Uit Exchange Traded (XLE)	0.1	$426k	+19%	4.8k	88.00	View chart
Dow Common Stock (DOW)	0.1	$426k	+11%	7.8k	54.62	View chart
Ciena Corp Common Stock (CIEN)	0.1	$399k	-2%	6.5k	61.59	View chart
Wisdomtree U S MF Closed and MF Open (EES)	0.1	$388k		7.4k	52.75	View chart
Proshares S&p MF Closed and MF Open (REGL)	0.1	$388k	+2%	4.7k	81.78	View chart
Vaneck Gold MF Closed and MF Open (GDX)	0.1	$368k	-38%	9.3k	39.82	View chart
Shopify Common Stock (SHOP)	0.1	$364k	-14%	4.5k	80.14	View chart
Global X MF Closed and MF Open (XYLD)	0.1	$360k	+24%	8.7k	41.50	View chart
Schlumberger Common Stock (SLB)	0.1	$320k		7.6k	41.95	View chart
Merck & Company Common Stock (MRK)	0.1	$314k		2.8k	113.52	View chart
Bristol Myers Squibb Common Stock (BMY)	0.1	$309k	-11%	6.0k	51.86	View chart
Netflix Common Stock (NFLX)	0.1	$308k		434.00	709.33	View chart
Nnn Reit Common Stock (NNN)	0.1	$305k		6.3k	48.49	View chart
Qualcomm Common Stock (QCOM)	0.1	$304k	-3%	1.8k	170.33	View chart
Cisco Sys Common Stock (CSCO)	0.1	$303k	-16%	5.7k	53.22	View chart
First Trust MF Closed and MF Open (MDIV)	0.1	$301k	+18%	18k	16.63	View chart
3m Company Common Stock (MMM)	0.1	$298k	-9%	2.2k	136.67	View chart
Invesco S&p MF Closed and MF Open (EQWL)	0.1	$295k	+3%	2.9k	102.32	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$294k		503.00	584.67	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$294k	-2%	3.0k	97.48	View chart
Sector Technology MF Closed and MF Open (XLK)	0.1	$289k		1.3k	225.76	View chart
Micron Technology Common Stock (MU)	0.1	$288k	+22%	2.8k	103.68	View chart
First Trust MF Closed and MF Open (FXU)	0.1	$274k		7.1k	38.48	View chart
Public Svc Enterprise Gr Common Stock (PEG)	0.1	$273k		3.1k	89.21	View chart
Ishares Intl MF Closed and MF Open (IDV)	0.1	$268k	+58%	8.9k	30.23	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$267k	-15%	6.7k	39.70	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.1	$260k		2.7k	95.75	View chart
Disney Walt Common Stock (DIS)	0.1	$257k	-4%	2.7k	96.33	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.1	$247k		1.3k	197.17	View chart
Conocophillips Common Stock (COP)	0.1	$241k	-3%	2.3k	105.28	View chart
Sweetgreen Common Stock (SG)	0.1	$238k	NEW	6.7k	35.45	View chart
Fedex Corp Common Stock (FDX)	0.1	$233k	-39%	851.00	273.78	View chart
Ishares Silver Common Stock (SLV)	0.1	$213k	+4%	7.5k	28.41	View chart
Spdr Series MF Closed and MF Open (SLYV)	0.1	$211k	-9%	2.4k	86.82	View chart
Vanguard 500 Index Admir Equity Funds (VFIAX)	0.1	$211k	NEW	406.00	518.68	View chart
Pacer Trendpilot MF Closed and MF Open (PTLC)	0.1	$200k	+13%	3.8k	52.55	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$194k	-6%	331.00	584.68	View chart
Vanguard Dividend Uit Exchange Traded (VIG)	0.1	$194k		977.00	198.07	View chart
First Trust MF Closed and MF Open (FXG)	0.1	$192k		2.8k	68.30	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.1	$191k		415.00	460.27	View chart
First Trust MF Closed and MF Open (FDL)	0.1	$190k		4.5k	41.95	View chart
BP P L C F American Depository (BP)	0.1	$188k	-13%	6.0k	31.39	View chart
Boeing Common Stock (BA)	0.1	$180k	-12%	1.2k	152.04	View chart
First Trust MF Closed and MF Open (TDIV)	0.1	$178k		2.2k	80.28	View chart
Tortoise Energy Infrastr Closed End Mutl Fund (TYG)	0.1	$174k	-14%	4.4k	39.31	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.1	$174k		971.00	179.00	View chart
Waste Management Common Stock (WM)	0.0	$169k		815.00	207.57	View chart
Oracle Corp Common Stock (ORCL)	0.0	$168k	-16%	984.00	170.40	View chart
Ge Aerospace Common Stock (GE)	0.0	$167k		887.00	188.59	View chart
General Mtrs Common Stock (GM)	0.0	$166k	+2%	3.7k	44.90	View chart
Cava Group Common Stock (CAVA)	0.0	$164k	-8%	1.3k	123.87	View chart
Goldman Sachs Common Stock (GS)	0.0	$155k		313.00	494.65	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$154k		1.5k	101.22	View chart
Chipotle Mexican Common Stock (CMG)	0.0	$153k	+51%	2.7k	57.62	View chart
Wisdomtree U S MF Closed and MF Open (DON)	0.0	$147k	-19%	2.9k	51.11	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$145k		1.3k	113.95	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.0	$144k	-22%	1.8k	78.05	View chart
Vanguard Information Uit Exchange Traded (VGT)	0.0	$144k		245.00	586.56	View chart
Sector Healthcare MF Closed and MF Open (XLV)	0.0	$143k		928.00	153.97	View chart
Invesco S&p MF Closed and MF Open (RFV)	0.0	$143k		1.2k	118.45	View chart
Raymond James Common Stock (RJF)	0.0	$142k		1.2k	122.46	View chart
Valley National Common Stock (VLY)	0.0	$138k		15k	9.06	View chart
Vanguard Value Etf Uit Exchange Traded (VTV)	0.0	$134k	+91%	769.00	174.58	View chart
Vanguard Large MF Closed and MF Open (VV)	0.0	$133k		504.00	263.26	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.0	$132k		659.00	200.78	View chart
Centene Corp Common Stock (CNC)	0.0	$131k	-24%	1.7k	75.28	View chart
Nuveen Preferred Income Closed End Mutl Fund (JPC)	0.0	$130k	+49%	16k	8.08	View chart
Loomis Sayles Growth Y Equity Funds (LSGRX)	0.0	$129k	NEW	4.6k	28.10	View chart
Amgen Common Stock (AMGN)	0.0	$129k		402.00	321.59	View chart
Industrial Select MF Closed and MF Open (XLI)	0.0	$128k		948.00	135.44	View chart
Wisdomtree Intl MF Closed and MF Open (DOL)	0.0	$128k	-24%	2.4k	53.97	View chart
New York Life MF Closed and MF Open (HFXI)	0.0	$128k		4.6k	27.64	View chart
Nextera Energy Common Stock (NEE)	0.0	$127k		1.5k	84.51	View chart
Costco Whsl Corp Common Stock (COST)	0.0	$123k	+4%	139.00	886.52	View chart
At&t Common Stock (T)	0.0	$123k	-34%	5.6k	22.00	View chart
Wells Fargo Common Stock (WFC)	0.0	$122k		2.2k	56.48	View chart
Spdr Series MF Closed and MF Open (SDY)	0.0	$119k		839.00	142.04	View chart
Spdr Portfolio MF Closed and MF Open (SPYD)	0.0	$119k		2.6k	45.65	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.0	$117k		885.00	131.79	View chart
Visa Common Stock (V)	0.0	$116k	-6%	422.00	274.39	View chart
Vanguard Small Cap Index Equity Funds (VSMAX)	0.0	$115k	NEW	1.0k	113.63	View chart
Sotherly Hotels Real Estate Investme (SOHO)	0.0	$114k	+3%	94k	1.21	View chart
Principal Active MF Closed and MF Open (YLD)	0.0	$114k	-21%	5.8k	19.53	View chart
Vanguard Dividend Apprec Equity Funds (VDADX)	0.0	$113k	NEW	2.1k	53.75	View chart
Invesco S&p MF Closed and MF Open (RPG)	0.0	$112k		2.8k	39.27	View chart
Morgan Stanley Common Stock (MS)	0.0	$111k		1.1k	104.24	View chart
Royal Caribbean Common Stock (RCL)	0.0	$111k	-16%	625.00	177.36	View chart
Schwab Us Large Cap Uit Exchange Traded (SCHG)	0.0	$110k		1.1k	104.19	View chart
Broadcom Common Stock (AVGO)	0.0	$109k	+900%	630.00	172.50	View chart
Ishares Ibonds MF Closed and MF Open (IBDS)	0.0	$107k		4.4k	24.37	View chart
Xcel Energy Common Stock (XEL)	0.0	$106k		1.6k	65.30	View chart
Targa Resources Common Stock (TRGP)	0.0	$105k		706.00	148.01	View chart
Vanguard Mid Cap Index A Equity Funds (VIMAX)	0.0	$104k	NEW	318.00	326.05	View chart
Alps Alerian MF Closed and MF Open (AMLP)	0.0	$103k	-29%	2.2k	47.13	View chart
American Electric Common Stock (AEP)	0.0	$103k		1.0k	102.56	View chart
Microchip Technology Common Stock (MCHP)	0.0	$103k		1.3k	80.29	View chart
Dorian Lpg Common Stock (LPG)	0.0	$102k	+9%	3.0k	34.42	View chart
Nuveen Municipal MF Closed and MF Open (NZF)	0.0	$102k		7.8k	13.10	View chart
Accenture Common Stock (ACN)	0.0	$102k		290.00	352.46	View chart
Defiance Connective Uit Exchange Traded (SIXG)	0.0	$101k		2.3k	43.67	View chart
Eversource Energy Common Stock (ES)	0.0	$101k		1.5k	68.05	View chart
Cincinnati Finl Common Stock (CINF)	0.0	$100k		737.00	136.12	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.0	$99k		840.00	117.20	View chart
Metlife Common Stock (MET)	0.0	$98k		1.2k	82.42	View chart
Vanguard Mid MF Closed and MF Open (VOT)	0.0	$97k		400.00	243.47	View chart
Coca Cola Company Common Stock (KO)	0.0	$97k	-15%	1.4k	71.83	View chart
Vanguard High Dividend Uit Exchange Traded (VYM)	0.0	$94k	+8%	732.00	128.21	View chart
Global X MF Closed and MF Open (CLIP)	0.0	$92k		916.00	100.50	View chart
Wisdomtree U S MF Closed and MF Open (DLN)	0.0	$92k		1.2k	78.56	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$92k		2.2k	41.77	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.0	$88k		310.00	282.20	View chart
Lyft Common Stock (LYFT)	0.0	$85k	+4%	6.7k	12.75	View chart
Pacer Trendpilot MF Closed and MF Open (PTNQ)	0.0	$85k		1.2k	73.33	View chart
Trade Desk Common Stock (TTD)	0.0	$84k	-84%	770.00	109.65	View chart
Labcorp Holdings Common Stock (LH)	0.0	$82k		369.00	223.38	View chart
Primecap Odyssey Growth Equity Funds (POGRX)	0.0	$82k	NEW	2.0k	40.60	View chart
Ishares Preferred Income Uit Exchange Traded (PFF)	0.0	$81k		2.4k	33.23	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$80k	-3%	1.0k	78.03	View chart
Vanguard Small Cap Etf Uit Exchange Traded (VB)	0.0	$79k	+5%	332.00	237.40	View chart
First Trust MF Closed and MF Open (FTSM)	0.0	$79k		1.3k	59.87	View chart
Ishares Mbs Etf Uit Exchange Traded (MBB)	0.0	$78k	+79%	813.00	95.85	View chart
Rbb Us MF Closed and MF Open (TBIL)	0.0	$77k	-12%	1.5k	50.02	View chart
General Mills Common Stock (GIS)	0.0	$76k		1.0k	73.80	View chart
Spdr Gold Shares Etf Uit Exchange Traded (GLD)	0.0	$76k	+3%	314.00	243.06	View chart
Texas Instruments Common Stock (TXN)	0.0	$76k		368.00	206.57	View chart
Proshares Equities MF Closed and MF Open (EQRR)	0.0	$75k		1.3k	57.88	View chart
First Trust Capital Uit Exchange Traded (FTCS)	0.0	$75k	-5%	820.00	90.80	View chart
Nio Common Stock (NIO)	0.0	$74k		11k	6.68	View chart
Rtx Corp Common Stock (RTX)	0.0	$74k		611.00	121.05	View chart
Kimberly Clark Common Stock (KMB)	0.0	$73k		514.00	142.28	View chart
Jabil Common Stock (JBL)	0.0	$72k		600.00	119.83	View chart
Flexshares Morningstar MF Closed and MF Open (TILT)	0.0	$72k		337.00	212.68	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.0	$72k		1.4k	50.74	View chart
Ishares Morningstar MF Closed and MF Open (ILCB)	0.0	$71k		902.00	79.18	View chart
United Airlines Common Stock (UAL)	0.0	$71k		1.2k	57.06	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.0	$71k		255.00	276.76	View chart
Taiwan Semiconductor M F American Depository (TSM)	0.0	$70k	-4%	403.00	173.67	View chart
Consumer Discretionary MF Closed and MF Open (XLY)	0.0	$69k		345.00	200.37	View chart
Nucor Corp Common Stock (NUE)	0.0	$68k		455.00	150.34	View chart
Coinbase Global Common Stock (COIN)	0.0	$68k		381.00	178.17	View chart
General Dynamics Common Stock (GD)	0.0	$68k		225.00	301.62	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.0	$67k		250.00	267.37	View chart
First Trust MF Closed and MF Open (RDVY)	0.0	$66k		1.1k	59.21	View chart
Blackstone Secured Common Stock (BXSL)	0.0	$66k		2.3k	29.29	View chart
Ishares Core MF Closed and MF Open (HDV)	0.0	$66k		560.00	117.62	View chart
Medtronic Common Stock (MDT)	0.0	$66k		730.00	89.92	View chart
Ishares 20 Pls Year Uit Exchange Traded (TLT)	0.0	$64k	+58%	654.00	98.10	View chart
Ishares 7-10 Year Trsury Uit Exchange Traded (IEF)	0.0	$64k	+20%	653.00	98.14	View chart
X Trackers MF Closed and MF Open (USSG)	0.0	$64k		1.2k	53.27	View chart
Virtus Kar Mid-cap Core Equity Funds	0.0	$63k	NEW	1.0k	60.67	View chart
X Trackers MF Closed and MF Open (DBEU)	0.0	$63k		1.5k	42.34	View chart
Ishares S&p Mid Cap 400 Uit Exchange Traded (IJK)	0.0	$62k		674.00	91.93	View chart
Evergy Common Stock (EVRG)	0.0	$62k		999.00	62.01	View chart
Ishares Ibonds MF Closed and MF Open (IBHF)	0.0	$61k	+84%	2.6k	23.41	View chart
Ishares U S MF Closed and MF Open (IYH)	0.0	$61k		936.00	65.00	View chart
Draftkings Common Stock (DKNG)	0.0	$61k		1.6k	39.20	View chart
Invesco Exchange MF Closed and MF Open (SPLV)	0.0	$61k		844.00	71.65	View chart
Spdr Msci MF Closed and MF Open (CWI)	0.0	$60k		2.0k	30.44	View chart

Past Filings by PSI Advisors

SEC 13F filings are viewable for PSI Advisors going back to 2019

PSI Advisors 2024 Q3 filed Oct. 22, 2024
PSI Advisors 2024 Q2 filed July 23, 2024
PSI Advisors 2024 Q1 filed April 24, 2024
PSI Advisors 2023 Q4 filed Feb. 1, 2024
PSI Advisors 2023 Q3 filed Oct. 13, 2023
PSI Advisors 2023 Q2 filed July 21, 2023
PSI Advisors 2023 Q1 filed April 25, 2023
PSI Advisors 2022 Q4 filed Jan. 19, 2023
PSI Advisors 2022 Q3 filed Oct. 20, 2022
PSI Advisors 2022 Q2 filed July 18, 2022
PSI Advisors 2022 Q1 filed April 20, 2022
PSI Advisors 2021 Q4 filed Feb. 11, 2022
PSI Advisors 2021 Q3 filed Nov. 12, 2021
PSI Advisors 2021 Q2 filed Aug. 10, 2021
PSI Advisors 2021 Q1 filed May 11, 2021
PSI Advisors 2020 Q4 filed Feb. 8, 2021

View all past filings

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