Psi Advisors, LLC Reduced Holdings in Q4 2024

Psi Advisors, LLC

  • $334 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
-204K
- 98.61%
$26.05 - $29.17 $5.31M - $5.95M
2.88K $75K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-20.7K
- 20.05%
$81.68 - $82.93 $1.69M - $1.72M
82.7K $6.78M
DGRO
Ishares Core Dividend Growth E

ETFs
-6.89K
- 3.67%
$60.73 - $64.94 $419K - $448K
181K $11.1M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.81K
- 1.62%
$40.06 - $45.21 $72.4K - $81.7K
110K $4.46M
SWKS
Skyworks Solutions, Inc.

Technology
-2.67K
- 17.23%
$83.18 - $99.15 $222K - $265K
12.8K $1.14M
CVS
Cvs Health Corp

Healthcare
-2.09K
- 14.68%
$43.78 - $67.46 $91.5K - $141K
12.1K $545K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.1K
- 39.24%
$244.52 - $284.07 $269K - $312K
1.7K $420K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-12.1K
- 19.01%
$22.72 - $23.0 $274K - $277K
51.4K $1.17M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.63K
- 10.2%
$134.53 - $150.65 $220K - $246K
14.4K $1.95M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.43K
- 27.63%
$88.59 - $94.57 $216K - $230K
6.37K $565K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.16K
- 6.24%
$91.29 - $91.8 $197K - $198K
32.4K $2.96M
IEP
Icahn Enterprises L.P.

Industrials
-4.72K
- 14.96%
$8.67 - $15.49 $40.9K - $73K
26.8K $232K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.9K
- 10.86%
$61.68 - $67.87 $179K - $197K
23.8K $1.48M
VZ
Verizon Communications Inc

Communication Services
-1.65K
- 9.25%
$39.6 - $45.21 $65.2K - $74.4K
16.1K $645K
XLK
Technology Sector Spdr

ETFs
-667
- 52.11%
$220.26 - $241.44 $147K - $161K
613 $142K
SLV
I Shares Silver Trust

ETFs
-4.67K
- 62.19%
$26.33 - $31.74 $123K - $148K
2.84K $74K
UBER
Uber Technologies, Inc

Technology
-119
- 1.56%
$59.93 - $86.34 $7.13K - $10.3K
7.5K $452K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-920
- 8.6%
$89.9 - $100.66 $82.7K - $92.6K
9.78K $883K
CRM
Salesforce, Inc.

Technology
-661
- 35.27%
$270.87 - $367.87 $179K - $243K
1.21K $405K
MCD
Mcdonalds Corp

Consumer Cyclical
-188
- 5.23%
$288.47 - $316.54 $54.2K - $59.5K
3.41K $988K
DUK
Duke Energy Corp

Utilities
-589
- 10.51%
$105.76 - $120.76 $62.3K - $71.1K
5.01K $540K
PFG
Principal Financial Group Inc

Financial Services
-200
- 1.94%
$74.91 - $91.26 $15K - $18.3K
10.1K $780K
IBMO
Ishares Tr Ibonds December 202

ETFs
-2.9K
- 5.37%
$25.4 - $25.62 $73.7K - $74.3K
51.1K $1.3M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-718
- 1.31%
$27.8 - $29.05 $20K - $20.9K
54K $1.5M
SLB
Schlumberger Limited

Energy
-1.3K
- 17.05%
$36.83 - $45.59 $47.8K - $59.2K
6.32K $242K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.28K
- 97.49%
$59.74 - $60.03 $76.6K - $77K
33 $1K
IVV
Ishares Core S&P 500 ETF

ETFs
-221
- 4.86%
$570.51 - $610.59 $126K - $135K
4.32K $2.55M
XOM
Exxon Mobil Corp

Energy
-59
- 0.84%
$105.51 - $125.37 $6.23K - $7.4K
6.95K $747K
JNJ
Johnson & Johnson

Healthcare
-150
- 5.11%
$143.34 - $165.86 $21.5K - $24.9K
2.79K $403K
PG
Procter & Gamble CO

Consumer Defensive
-285
- 8.18%
$161.05 - $179.7 $45.9K - $51.2K
3.2K $536K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-1.08K
- 45.46%
$49.25 - $53.57 $53.2K - $57.9K
1.3K $64K
XLV
Select Sector Spdr Fund Health

ETFs
-344
- 37.07%
$136.28 - $154.74 $46.9K - $53.2K
584 $80K
XLY
Select Sector Spdr Consumer Di

ETFs
-281
- 81.45%
$194.8 - $239.43 $54.7K - $67.3K
64 $14K
T
At&T Inc.

Communication Services
-2.57K
- 46.18%
$21.22 - $23.88 $54.6K - $61.5K
3K $68K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.14K
- 7.14%
$17.65 - $18.18 $37.7K - $38.8K
27.8K $491K
BMY
Bristol Myers Squibb CO

Healthcare
-1.4K
- 23.53%
$51.92 - $59.94 $72.7K - $83.9K
4.55K $257K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-5.86K
- 36.35%
$7.83 - $8.16 $45.9K - $47.8K
10.3K $80K
MRK
Merck & Co., Inc.

Healthcare
-105
- 3.8%
$96.31 - $114.76 $10.1K - $12K
2.66K $264K
XLI
Industrial Sector Spdr

ETFs
-340
- 35.86%
$131.76 - $143.99 $44.8K - $49K
608 $80K
BP
Bp PLC

Energy
-1.06K
- 17.75%
$28.16 - $33.14 $29.9K - $35.2K
4.92K $145K
GE
General Electric CO

Industrials
-124
- 13.98%
$159.95 - $194.23 $19.8K - $24.1K
763 $127K
VV
Vanguard Large Cap ETF

ETFs
-160
- 31.75%
$260.27 - $280.65 $41.6K - $44.9K
344 $92K
SPY
Spdr S&P 500 ETF Trust

ETFs
-85
- 10.61%
$567.81 - $607.81 $48.3K - $51.7K
716 $419K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-325
- 68.57%
$124.26 - $134.12 $40.4K - $43.6K
149 $19K
SUN
Sunoco LP

Energy
-365
- 3.82%
$50.8 - $56.82 $18.5K - $20.7K
9.2K $473K
CL
Colgate Palmolive CO

Consumer Defensive
-352
- 98.05%
$90.22 - $102.31 $31.8K - $36K
7 $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-239
- 4.64%
$113.92 - $127.38 $27.2K - $30.4K
4.91K $565K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-305
- 20.01%
$96.64 - $101.23 $29.5K - $30.9K
1.22K $118K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-1.84K
- 79.04%
$19.51 - $23.42 $35.9K - $43.1K
488 $10K
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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