Psi Advisors, LLC Reduced Holdings in Q1 2025

Psi Advisors, LLC

  • $304 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-880
- 28.39%
$47.79 - $59.89 $42.1K - $52.7K
2.22K $111K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-673
- 31.87%
$77.33 - $90.16 $52K - $60.7K
1.44K $112K
DIS
Walt Disney CO

Communication Services
-391
- 15.02%
$96.87 - $114.0 $37.9K - $44.6K
2.21K $218K
CSCO
Cisco Systems, Inc.

Technology
-1.34K
- 27.54%
$58.74 - $64.87 $78.9K - $87.2K
3.54K $218K
MCD
Mcdonalds Corp

Consumer Cyclical
-471
- 13.81%
$279.74 - $321.29 $132K - $151K
2.94K $918K
XEL
Xcel Energy Inc

Utilities
-1K
- 61.39%
$63.37 - $72.1 $63.4K - $72.1K
629 $44K
VGT
Vanguard Information Technolog

ETFs
-77
- 25.5%
$542.38 - $646.34 $41.8K - $49.8K
225 $122K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.43K
- 84.29%
$25.54 - $27.64 $62.1K - $67.2K
453 $12K
IEFA
Ishares Tr

ETFs
-993
- 43.48%
$69.57 - $78.65 $69.1K - $78.1K
1.29K $97K
V
Visa Inc.

Financial Services
-229
- 43.87%
$306.92 - $362.71 $70.3K - $83.1K
293 $102K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-1.1K
- 64.71%
$54.94 - $69.15 $60.4K - $76.1K
600 $34K
GLD
Spdr Gold Trust

ETFs
-271
- 58.28%
$243.19 - $288.14 $65.9K - $78.1K
194 $55K
DOW
Dow Inc.

Basic Materials
-248
- 2.69%
$34.36 - $41.92 $8.52K - $10.4K
8.97K $313K
COP
Conocophillips

Energy
-692
- 24.5%
$88.6 - $105.85 $61.3K - $73.2K
2.13K $224K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-601
- 88.91%
$81.62 - $96.63 $49.1K - $58.1K
75 $6K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.6K
- 5.06%
$22.77 - $22.94 $59.2K - $59.6K
48.8K $1.12M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-540
- 44.3%
$95.85 - $99.25 $51.8K - $53.6K
679 $67K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-870
- 94.67%
$47.25 - $67.02 $41.1K - $58.3K
49 $2K
LMT
Lockheed Martin Corp

Industrials
-63
- 11.75%
$423.19 - $506.29 $26.7K - $31.9K
473 $211K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-390
- 4.84%
$58.11 - $65.29 $22.7K - $25.5K
7.68K $457K
MU
Micron Technology Inc

Technology
-612
- 17.22%
$86.89 - $109.38 $53.2K - $66.9K
2.94K $255K
RWK
Invesco Exchange Traded Fd Tr

ETFs
-321
- 35.31%
$106.43 - $123.29 $34.2K - $39.6K
588 $63K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-322
- 52.27%
$126.11 - $135.06 $40.6K - $43.5K
294 $37K
JPM
Jpmorgan Chase & CO

Financial Services
-269
- 5.9%
$225.19 - $279.95 $60.6K - $75.3K
4.29K $1.05M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-533
- 88.98%
$73.11 - $77.43 $39K - $41.3K
66 $5K
HAL
Halliburton CO

Energy
-1.35K
- 72.7%
$24.15 - $29.9 $32.5K - $40.2K
505 $12K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-1.17K
- 99.32%
$32.39 - $34.01 $38K - $39.9K
8 $0
IYH
Ishares Tr

ETFs
-659
- 70.18%
$58.32 - $62.76 $38.4K - $41.4K
280 $17K
GS
Goldman Sachs Group Inc

Financial Services
-51
- 17.35%
$524.81 - $672.19 $26.8K - $34.3K
243 $132K
KO
Coca Cola CO

Consumer Defensive
-661
- 51.92%
$60.81 - $72.32 $40.2K - $47.8K
612 $43K
PRU
Prudential Financial Inc

Financial Services
-276
- 46.62%
$105.04 - $122.33 $29K - $33.8K
316 $35K
IEP
Icahn Enterprises L.P.

Industrials
-4.96K
- 18.5%
$8.87 - $10.43 $44K - $51.7K
21.8K $197K
TDIV
First Trust Nasdaq Technology

ETFs
-310
- 14.0%
$73.39 - $83.95 $22.8K - $26K
1.91K $140K
CCL
Carnival Corp

Consumer Cyclical
-1.1K
- 50.55%
$19.08 - $28.49 $21K - $31.3K
1.08K $21K
MBB
Ishares Tr

ETFs
-400
- 19.45%
$90.37 - $94.08 $36.1K - $37.6K
1.66K $155K
COIN
Coinbase Global, Inc.

Technology
-16
- 4.2%
$172.23 - $301.3 $2.76K - $4.82K
365 $62K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-437
- 1.35%
$91.45 - $91.75 $40K - $40.1K
32K $2.93M
MA
Mastercard Inc

Financial Services
-115
- 7.53%
$504.67 - $576.31 $58K - $66.3K
1.41K $773K
UNH
Unitedhealth Group Inc

Healthcare
-75
- 13.46%
$461.52 - $548.18 $34.6K - $41.1K
482 $252K
MGM
Mgm Resorts International

Consumer Cyclical
-776
- 79.51%
$29.64 - $40.37 $23K - $31.3K
200 $5K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-130
- 13.67%
$65.15 - $91.81 $8.47K - $11.9K
821 $53K
QCOM
Qualcomm Inc

Technology
-169
- 9.54%
$151.94 - $175.86 $25.7K - $29.7K
1.6K $246K
MET
Metlife Inc

Financial Services
-309
- 23.9%
$77.7 - $87.0 $24K - $26.9K
984 $79K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-663
- 31.63%
$48.65 - $53.06 $32.3K - $35.2K
1.43K $74K
XLV
Select Sector Spdr Fund Health

ETFs
-206
- 35.27%
$137.61 - $149.68 $28.3K - $30.8K
378 $55K
TRP
Tc Energy Corp

Energy
-546
- 82.23%
$44.29 - $49.27 $24.2K - $26.9K
118 $5K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-1.21K
- 96.48%
$19.04 - $20.15 $23K - $24.3K
44 $0
GD
General Dynamics Corp

Industrials
-92
- 40.89%
$241.94 - $272.58 $22.3K - $25.1K
133 $36K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-416
- 9.84%
$24.91 - $29.02 $10.4K - $12.1K
3.81K $95K
Activity Summary
Buys All Purchases 188 New Holdings 71 Increased Positions 117 Sells All Sells 227 Reductions 226 Sold out 1 Options Calls 0 Puts 0
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