Psi Advisors, LLC Purchases in Q2 2025

Psi Advisors, LLC

  • $199 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
62.3K
+ 11.96%
$58.41 - $72.69 $3.64M - $4.53M
583K $42.4M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
260K
+ 466.66%
$28.21 - $28.85 $7.35M - $7.51M
316K $9.1M
PSC
Principal ETF U.S. Small Cap M

ETFs
138K
New
$43.14 - $53.28 $5.95M - $7.35M
138K $7.35M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
44K
+ 108.72%
N/A
84.5K $7.26M
MSFT
Microsoft Corp

Technology
5.49K
+ 103.43%
$354.56 - $497.45 $1.95M - $2.73M
10.8K $5.37M
DGRO
Ishares Core Dividend Growth E

ETFs
23.5K
+ 12.76%
$55.22 - $63.94 $1.3M - $1.5M
207K $13.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
26.6K
+ 10.35%
$47.46 - $55.3 $1.26M - $1.47M
283K $15.6M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
9.79K
+ 80.6%
$108.87 - $133.04 $1.07M - $1.3M
21.9K $2.92M
SPYG
Spdr Portfolio

ETFs
4.89K
+ 8.3%
$71.83 - $95.32 $352K - $466K
63.9K $6.09M
AME
Ametek Inc

Industrials
5.73K
New
$151.41 - $182.75 $868K - $1.05M
5.73K $1.04M
LLY
Eli Lilly & CO

Healthcare
1.18K
+ 33.09%
$713.71 - $898.95 $844K - $1.06M
4.75K $3.71M
SPMD
Spdr Portfolio

ETFs
1.64K
+ 0.85%
$44.89 - $54.38 $73.5K - $89.1K
194K $10.5M
GOOGL
Alphabet Inc.

Communication Services
2.22K
+ 26.42%
$144.7 - $178.6 $321K - $397K
10.6K $1.87M
AAPL
Apple Inc.

Technology
5.11K
+ 18.08%
$172.42 - $223.89 $881K - $1.14M
33.4K $6.85M
ATLCP
Atlanticus Holdings Corp

Financial Services
21.5K
New
$22.0 - $23.56 $472K - $505K
21.5K $473K
AMZN
Amazon Com Inc

Consumer Cyclical
1.25K
+ 19.89%
$167.32 - $223.3 $209K - $278K
7.52K $1.65M
VIASP
Via Renewables Inc Perp Pfd Se

Utilities
16.9K
New
$22.1 - $25.73 $373K - $435K
16.9K $434K
AMD
Advanced Micro Devices Inc

Technology
91
+ 1.04%
$78.21 - $143.81 $7.12K - $13.1K
8.85K $1.26M
JSM
Navient Corp

Financial Services
19.3K
New
$17.0 - $18.99 $327K - $366K
19.3K $351K
DIS
Walt Disney CO

Communication Services
2.2K
+ 99.64%
$81.72 - $124.01 $180K - $273K
4.42K $547K
JNJ
Johnson & Johnson

Healthcare
2.19K
+ 94.07%
$146.36 - $159.82 $320K - $350K
4.51K $689K
DE
Deere & CO

Industrials
400
+ 17.35%
$412.99 - $531.48 $165K - $213K
2.71K $1.38M
MCD
Mcdonalds Corp

Consumer Cyclical
1.21K
+ 41.03%
$285.55 - $321.23 $344K - $387K
4.15K $1.21M
TSLA
Tesla, Inc.

Consumer Cyclical
348
+ 12.55%
$221.86 - $362.89 $77.2K - $126K
3.12K $991K
NNN
National Retail Properties, Inc.

Real Estate
6.23K
+ 102.81%
$37.56 - $43.42 $234K - $271K
12.3K $530K
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.41K
+ 6.79%
$37.08 - $42.26 $275K - $313K
117K $4.83M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.55K
+ 375.26%
$96.84 - $99.46 $247K - $253K
3.23K $320K
CSCO
Cisco Systems, Inc.

Technology
3.01K
+ 85.01%
$53.19 - $69.38 $160K - $209K
6.54K $453K
PFG
Principal Financial Group Inc

Financial Services
2.83K
+ 27.3%
$69.56 - $86.19 $197K - $244K
13.2K $1.05M
QCOM
Qualcomm Inc

Technology
975
+ 60.82%
$124.66 - $159.48 $122K - $155K
2.58K $410K
IDV
Ishares Tr

ETFs
3.69K
+ 39.56%
$27.79 - $34.84 $102K - $128K
13K $448K
MDIV
First Trust Multi Asset Divers

ETFs
10.6K
+ 47.61%
$14.96 - $16.41 $159K - $174K
32.9K $519K
UPS
United Parcel Service Inc

Industrials
1.62K
+ 72.88%
$91.92 - $110.2 $149K - $179K
3.85K $388K
VLY
Valley National Bancorp

Financial Services
15.3K
+ 100.0%
$7.87 - $9.2 $120K - $140K
30.5K $272K
WHR
Whirlpool Corp

Consumer Cyclical
582
+ 9.04%
$75.71 - $101.42 $44.1K - $59K
7.02K $711K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
931
+ 1.79%
$45.11 - $52.34 $42K - $48.7K
52.9K $2.77M
VZ
Verizon Communications Inc

Communication Services
3.14K
+ 17.28%
$41.67 - $45.62 $131K - $143K
21.3K $922K
VTV
Vanguard Value ETF

ETFs
445
+ 28.73%
$153.67 - $176.74 $68.4K - $78.6K
1.99K $352K
TDIV
First Trust Nasdaq Technology

ETFs
495
+ 25.98%
$64.41 - $90.17 $31.9K - $44.6K
2.4K $216K
SOHO
Sotherly Hotels Inc.

Real Estate
39K
+ 41.93%
N/A
132K $240K
WMT
Walmart Inc.

Consumer Defensive
177
+ 3.58%
$81.79 - $99.98 $14.5K - $17.7K
5.13K $501K
TTD
Trade Desk, Inc.

Technology
19
+ 0.59%
$45.27 - $79.4 $860 - $1.51K
3.24K $233K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.84K
+ 19.88%
$22.68 - $23.28 $41.8K - $42.9K
11.1K $258K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
833
+ 22.05%
$45.12 - $46.23 $37.6K - $38.5K
4.61K $213K
GOOG
Alphabet Inc.

Communication Services
11
+ 0.67%
$146.58 - $180.01 $1.61K - $1.98K
1.64K $291K
ESPR
Esperion Therapeutics, Inc.

Healthcare
24.7K
+ 182.76%
$0.73 - $1.41 $18K - $34.8K
38.2K $37K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
415
+ 2.24%
N/A
18.9K $449K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
242
+ 1.25%
$7.05 - $8.02 $1.71K - $1.94K
19.7K $157K
SRGPRA
Seritage Growth Pptys
17.2K
New
N/A
17.2K $0
Activity Summary
Buys All Purchases 66 New Holdings 17 Increased Positions 49 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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