PA
| |
PSI Advisors, LLC13F | |
| PSI Advisors, LLC | |
| Last update 2025-04-21 | 724 Stocks (40 new) |
| Value $305.00 Mil | Turnover 5 % |
PSI Advisors, LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 520,736 | 34,243.6 | +1.94% | 11.230 | +0.21% | 0.060 | +19.60% | +7.78% | 76,985.6 | ||
QQQ | INVESCO QQQ Trust | 65,089 | 30,521.8 | +2.48% | 10.010 | +0.24% | 0.010 | +26.52% | +10.07% | 357,775.2 | ||
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 390,008 | 20,194.6 | +15.60% | 6.620 | +0.89% | 0.100 | +15.94% | +2.97% | 25,337.9 | ||
KNG |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
| 332,223 | 16,783.9 | +17.87% | 5.510 | +0.84% | 0.450 | +6.14% | +3.72% | 3,824.5 | ||
COWZ | Pacer US Cash Cows 100 ETF | 256,859 | 14,065.6 | +3.71% | 4.610 | +0.16% | 0.060 | +11.37% | -0.56% | 20,494.6 | ||
BUFR | FT Vest Laddered Buffer ETF | 408,616 | 12,131.8 | -0.16% | 3.980 | -0.01% | 0.190 | +13.05% | +5.51% | 7,005.5 | ||
DGRO | iShares Core Dividend Growth ETF | 183,878 | 11,360.0 | +1.55% | 3.730 | +0.06% | 0.040 | +11.81% | +6.66% | 32,435.0 | ||
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 191,919 | 9,822.4 | +3.70% | 3.220 | +0.11% | 0.080 | +16.07% | +2.46% | 13,571.3 | ||
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 175,532 | 7,154.7 | +3.96% | 2.350 | +0.09% | 0.070 | +16.57% | -2.16% | 11,667.3 | ||
SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
| 208,535 | 6,986.0 | +5.82% | 2.290 | +0.13% | 0.090 | +15.33% | +1.29% | 8,412.8 |
PSI Advisors, LLC's Historical Top Holdings Breakdowns
PSI Advisors, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -2.01% | 81.83 ($82.24) 82.73 | $82.53 | 0.35% | Reduce -99.72% | 229 | -82,500 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-03-31 | Add Add | +0.89% | 51.45 ($55.7) 58.51 | $54.69 | -1.81% | Add 15.6% | 390,008 | 52,629 | |
KNG |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
| 2025-03-31 | Add Add | +0.84% | 49.22 ($50.68) 51.7 | $49.88 | -1.58% | Add 17.87% | 332,223 | 50,364 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.78% | 190.26 ($217) 242.06 | $226.13 | 4.21% | Reduce -65.63% | 6,269 | -11,970 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.57% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -44.2% | 17,953 | -14,223 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -0.51% | 222.15 ($333.26) 428.22 | $329.65 | -1.08% | Reduce -60.17% | 2,772 | -4,187 | |
XLG | Invesco S&P 500 Top 50 ETF | 2025-03-31 | Reduce Reduce | -0.38% | 45.72 ($49.35) 51.73 | $53.12 | 7.64% | Reduce -98.92% | 274 | -25,022 | |
C | Citigroup Inc | 2025-03-31 | Reduce Reduce | -0.28% | 67.23 ($76.25) 84.63 | $93.45 | 22.56% | Reduce -73.6% | 4,780 | -13,327 | |
IBMN |
iShares iBonds Dec 2025 Term Muni Bond ETF
iShares iBonds Dec 2025 Term Muni Bond ETF
| 2025-03-31 | Add Add | +0.25% | 26.63 ($26.7) 26.75 | $26.75 | 0.19% | Add 20.19% | 168,817 | 28,356 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.24% | 468.34 ($508.07) 539.52 | $561.26 | 10.47% | Add 2.48% | 65,089 | 1,575 |
PSI Advisors, LLC Total Holding History ($B)
PSI Advisors, LLC's Asset Allocation
PSI Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
PSI Advisors, LLC's Hypothetical Growth since 2025-03-31
PSI Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PSI Advisors, LLC's Holdings Heat Map
Size field:
PSI Advisors, LLC's Holdings Bubble Chart
PSI Advisors, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers