Psi Advisors, LLC Incresed Positions in Q4 2024

Psi Advisors, LLC

  • $334 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PDI
Pimco Dynamic Income Fund

Financial Services
400
+ 14.29%
$18.33 - $20.85 $7.33K - $8.34K
3.2K $58K
AMGN
Amgen Inc

Healthcare
101
+ 25.12%
$258.78 - $328.31 $26.1K - $33.2K
503 $131K
IBM
International Business Machines Corp

Technology
23
+ 1.18%
$204.9 - $238.04 $4.71K - $5.47K
1.97K $433K
ILCB
Ishares Morningstar U.S. Equit

ETFs
3
+ 0.33%
$78.43 - $84.56 $235 - $254
905 $73K
ENB
Enbridge Inc

Energy
1
+ 0.13%
$40.4 - $43.92 $40.4 - $43.9
784 $33K
PPA
Invesco Exchange Traded Fd Tr

ETFs
16
+ 14.68%
$113.79 - $124.5 $1.82K - $1.99K
125 $14K
CMI
Cummins Inc

Industrials
1
+ 2.22%
$324.93 - $383.42 $325 - $383
46 $16K
HWC
Hancock Whitney Corp

Financial Services
1
+ 2.63%
$49.12 - $61.04 $49.1 - $61
39 $2K
IGRO
Ishares Tr International Divid

ETFs
42
+ 15.61%
$67.76 - $74.48 $2.85K - $3.13K
311 $21K
SONY
Sony Group Corp

Technology
80
+ 400.0%
$17.53 - $96.8 $1.4K - $7.74K
100 $2K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
84
+ 137.7%
$11.42 - $12.5 $959 - $1.05K
145 $1K
NKE
Nike, Inc.

Consumer Cyclical
126
+ 20.19%
$73.36 - $89.13 $9.24K - $11.2K
750 $56K
MSI
Motorola Solutions, Inc.

Technology
1
+ 6.67%
$449.08 - $504.6 $449 - $505
16 $7K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 33.33%
$521.84 - $558.82 $522 - $559
4 $2K
TILT
Flexshares Tr

ETFs
1
+ 0.3%
$210.31 - $227.39 $210 - $227
338 $72K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
1
+ 1.92%
$72.85 - $89.2 $72.9 - $89.2
53 $4K
ETR
Entergy Corp

Utilities
37
+ 100.0%
$73.19 - $156.4 $2.71K - $5.79K
74 $5K
KIM
Kimco Realty Corp

Real Estate
13
+ 1.14%
$22.75 - $25.78 $296 - $335
1.15K $27K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2
+ 0.34%
$78.43 - $87.17 $157 - $174
588 $47K
QLC
Flexshares Tr Us Quality Large

ETFs
1
+ 0.3%
$64.39 - $68.9 $64.4 - $68.9
332 $22K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
2
+ 0.46%
$56.7 - $62.15 $113 - $124
435 $25K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.15K
+ 200.0%
$22.4 - $68.28 $25.7K - $78.4K
1.72K $39K
AGNC
Agnc Investment Corp.

Real Estate
300
+ 14.29%
$9.21 - $10.59 $2.76K - $3.18K
2.4K $22K
CLOV
Clover Health Investments, Corp.

Healthcare
235
+ 14.69%
$2.78 - $4.35 $653 - $1.02K
1.84K $5K
CLOI
Vaneck ETF Tr

ETFs
18
+ 2.3%
$52.7 - $53.15 $949 - $957
802 $42K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.5%
$121.89 - $135.52 $122 - $136
202 $25K
PKG
Packaging Corp Of America

Consumer Cyclical
1
+ 0.93%
$211.98 - $248.85 $212 - $249
108 $24K
NTRS
Northern Trust Corp

Financial Services
1
+ 1.3%
$88.4 - $111.16 $88.4 - $111
78 $7K
NVEE
Nv5 Global, Inc.

Industrials
120
+ 300.0%
$18.82 - $93.28 $2.26K - $11.2K
160 $3K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
1
+ 3.33%
$24.76 - $27.53 $24.8 - $27.5
31 $0
Amplify Tr
75
+ 14.65%
N/A
587 $0
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1
+ 0.37%
$86.65 - $94.9 $86.7 - $94.9
268 $23K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
2
+ 0.57%
$54.15 - $58.81 $108 - $118
353 $19K
ILCG
Ishares Morningstar Growth ETF
1
+ 0.41%
N/A
245 $0
Gsk PLC
1
+ 0.8%
N/A
126 $0
PKW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.47%
$114.02 - $125.22 $114 - $125
215 $24K
FSCO
Fs Cr Opportunities Corp Com
4.15K
+ 118.46%
N/A
7.65K $0
DSI
Ishares Msci Kld 400 Social Et

ETFs
1
+ 0.46%
$107.41 - $115.71 $107 - $116
217 $23K
RNSC
First Tr Vi Small Cap Us Equit
1
+ 0.98%
N/A
103 $0
PWC
Invesco Exchange Traded Fd Tr
1
+ 0.35%
N/A
286 $0
VALE
Vale S.A.

Basic Materials
14
+ 38.89%
$8.74 - $11.78 $122 - $165
50 $0
LNC
Lincoln National Corp

Financial Services
2
+ 0.92%
$30.46 - $36.84 $60.9 - $73.7
220 $6K
RAVI
Flexshares Tr Ready Access Var

ETFs
4
+ 26.67%
$75.05 - $75.53 $300 - $302
19 $1K
LKOR
Flexshares Cr Scored Us Long C

ETFs
3
+ 10.0%
$41.91 - $45.64 $126 - $137
33 $1K
Ishares Aaa Clo Active
396
+ 76.15%
N/A
916 $0
HYGV
Flexshares Tr High Yield Value

ETFs
7
+ 6.86%
$40.53 - $41.51 $284 - $291
109 $4K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
17
+ 7.17%
$23.55 - $24.04 $400 - $409
254 $5K
USXF
Ishares Esg Advanced Msci Usa

Technology
1
+ 0.54%
$48.45 - $52.57 $48.5 - $52.6
186 $9K
IGLB
Ishares 10+ Year Investment Gr

ETFs
2
+ 50.0%
$49.36 - $53.72 $98.7 - $107
6 $0
Activity Summary
Buys All Purchases 290 New Holdings 60 Increased Positions 230 Sells All Sells 175 Reductions 175 Sold out 0 Options Calls 0 Puts 0
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