Psi-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "PKST",
  null,
  null,
  "AXSM",
  "JOBY",
  "NAMS",
  "INSP",
  "ACAD",
  "DJP",
  null,
  "GDX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TROW",
  "NLY",
  "RJF",
  "EXAS",
  "LYFT",
  null,
  null,
  "AVAV",
  "RF",
  "TCRT",
  "SMCI",
  "AMR",
  "SOBO.TO",
  "BPT",
  "ARM",
  "SNOW",
  "MU",
  null,
  null,
  "FNDF",
  "MPLX",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "SKT",
  "SBCF",
  "KTB",
  null,
  "NNE",
  "GOOGL",
  "NHI",
  null,
  null,
  "AEG",
  null,
  "MODG",
  "ASML",
  "T",
  "BLK",
  null,
  null,
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "CP.TO",
  "ARCC",
  null,
  "BME",
  "FLGT",
  "GME",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VTLE",
  null,
  "CCI",
  "COF",
  null,
  null,
  "LEG",
  null,
  null,
  null,
  null,
  null,
  "DUK",
  "NVEE",
  "EOI",
  "PSQH",
  "D",
  "MARA",
  "NLOP",
  "ESS",
  "PRLB",
  null,
  "EFC",
  null,
  "RUM",
  "PDI",
  "PLYM",
  "QS",
  "FRT",
  "SKYT",
  "SNRE",
  "EXPE",
  "ERH",
  "LPG",
  "USAC",
  null,
  "GCT",
  "ECC",
  null,
  "DDD",
  "SCM",
  null,
  "GD",
  null,
  "GILD",
  "GIS",
  "ALDX",
  null,
  null,
  null,
  "HON",
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "EVGO",
  null,
  null,
  null,
  "FE",
  null,
  "UNP",
  "QCOM",
  null,
  "GLPI",
  "FSCO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IMMR",
  "EMXC",
  "GOF",
  null,
  "ITW",
  "AMAT",
  "IIPR",
  "RIVN",
  "EMR",
  null,
  "BKNG",
  "ICE",
  "META",
  null,
  null,
  "LUNR",
  null,
  "HEFA",
  "NFE",
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "IJH",
  "QUBT",
  "PRPL",
  null,
  null,
  null,
  null,
  "SLDP",
  null,
  "SOHO",
  null,
  "UHT",
  null,
  "STEM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "LHX",
  "LRCX",
  null,
  "LIN",
  "PLBY",
  null,
  null,
  null,
  null,
  "KOSS",
  "SQFTW",
  "MPC",
  null,
  "POAI",
  "TLRY",
  null,
  null,
  "MRVL",
  null,
  "SRV",
  "MA",
  "MDT",
  null,
  null,
  null,
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "ESPR",
  "EPR",
  "EXC",
  "ETSY",
  "EVR",
  "EVRG",
  null,
  "GE",
  "HE",
  "GPC",
  null,
  "GWRE",
  "HEI",
  "HAS",
  "HOLX",
  "HRL",
  "NVS",
  null,
  "OXY",
  "OMC",
  null,
  "ADM",
  null,
  "PCAR",
  "SMR",
  "DLN",
  "BX",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "ORCL",
  "KHC",
  "OKE",
  "PAYX",
  null,
  "VHT",
  null,
  "DOC",
  null,
  "NNN",
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
  null,
  "PYPL",
  null,
  "PEP",
  "PNC",
  null,
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  null,
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "BXSL",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  "PSTG",
  "KEYS",
  null,
  "LPLA",
  "JPC",
  "AMGN",
  "KVUE",
  null,
  "MSTR",
  "PARA",
  "DGX",
  null,
  null,
  null,
  "IEFA",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "SHW",
  "SLB",
  null,
  "SPG",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SMFG",
  "CI",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TJX",
  "TFC",
  "TRV",
  "UBER",
  "UAL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UPS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "AAP",
  "ARR",
  "MET",
  "WEYS",
  "DTM",
  "SND",
  "VXF",
  "AGNC",
  "SOUN",
  "VV",
  "RKLB",
  "MRNA",
  "SCHW",
  "PDS",
  "PAG",
  "AB",
  null,
  "SUN",
  null,
  "PNW",
  null,
  "VWO",
  "SUPN",
  "JBL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TRIP",
  "LNSR",
  "NGG",
  "UVV",
  "EXP",
  "VIG",
  null,
  null,
  "LILA",
  "TRGP",
  "TOST",
  "NYMT",
  "RICK",
  "ULTA",
  "XLB",
  "WY",
  "GNL",
  "IEF",
  "WOOF",
  "TSM",
  "OHI",
  null,
  null,
  null,
  "ETR",
  "FSK",
  "VYM",
  "RLI",
  "NFG",
  null,
  "MTN",
  "AMCR",
  "AEE",
  "GM",
  "HAL",
  "STWD",
  "ALB",
  "AFL",
  "UBSI",
  "AMD",
  "SONY",
  "VFC",
  "X",
  "SDY",
  "DRI",
  "WSO",
  "F",
  "GNRC",
  "WEC",
  "WM",
  "VLY",
  "NCLH",
  null,
  "AEP",
  "BKR",
  "CIGI",
  "ES",
  "FLNG",
  "IFF",
  null,
  "JBLU",
  "PJT",
  null,
  "LSTR",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  null,
  "AMZN",
  null,
  null,
  "NIO",
  null,
  "TTWO",
  "CMS",
  "CLF",
  null,
  "IVE",
  "HCA",
  null,
  "PFG",
  "PLUG",
  "LI",
  "AMC",
  "KD",
  "HIMS",
  "SG",
  null,
  null,
  "VPL",
  "VGT",
  "USB",
  "VFH",
  "VEA",
  null,
  "VGK",
  "VNQI",
  "BLV",
  null,
  "VALE",
  null,
  "VXUS",
  "VBK",
  "BND",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "VTRS",
  "V",
  "VICI",
  "WRBY",
  "WBD",
  "WMT",
  "WBA",
  "WBS",
  "WFC",
  "WELL",
  "WHR",
  "WING",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WPC",
  "WW",
  "XEL",
  "WDAY",
  "IUSG",
  "SOLV",
  "ADC",
  null,
  "DTE",
  "ORC",
  "POST",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "CHKP",
  "SCHG",
  "HIW",
  "JD",
  "LW",
  "NSC",
  "KIM",
  "LUMN",
  null,
  "LBTYA",
  "NXPI",
  "LH",
  "MFC",
  "MGM",
  "NWN",
  "IEP",
  "SO",
  "TTD",
  "SON",
  "PPL",
  "TRP",
  "TDOC",
  "PSX",
  "OPEN",
  "CRM",
  "SWKS",
  "RBLX",
  null,
  "SUI",
  null,
  "SYY",
  "ORI",
  "PFLT",
  null,
  null,
  null,
  "LYV",
  null,
  null,
  "IXUS",
  null,
  null,
  null,
  "GEV",
  "CHWY",
  "ZM",
  "DGRO",
  null,
  null,
  "SPYV",
  null,
  "GWW",
  null,
  "PSA",
  "NUE",
  null,
  "FDX",
  null,
  "STM",
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BKU",
  "OZK",
  "BRK-B",
  "BDX",
  "BRBR",
  "BKH",
  null,
  "BA",
  null,
  "BLMN",
  "BMY",
  "BLDR",
  "BR",
  "BFLY",
  null,
  "CPT",
  "CARR",
  "CCL",
  "CBOE",
  "CAVA",
  "CNC",
  "CVX",
  "CIM",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CMG",
  "CSCO",
  "CLOV",
  "C",
  "CLX",
  "CME",
  "KO",
  "CCEP",
  "CCOI",
  "COIN",
  "CMCSA",
  "CL",
  "CAG",
  "COP",
  "CTBI",
  "STZ",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CRWD",
  "CVS",
  "CSX",
  "CUBE",
  "CFR",
  "DHR",
  "DE",
  "DVN",
  "DAL",
  "DFS",
  "DOCU",
  "DBRG",
  "DCI",
  "DPZ",
  null,
  "IJT",
  null,
  "ADI",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "MED",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 758
Total Value: 300065472
Accession Number: 0001779040-25-000003
Form Type: 13F-HR
CIK: psi-advisors
Manager Name: Psi-Advisors

Data Enrichment

67% identified

505 identified253 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

758 positions • $300.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 38

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Lyft, Inc.

LYFT|55087P104

Shares:5.6K

Value:$66.5K

% of Portfolio:0.0% ($66.5K/$300.1M)

33738R506

Shares:1.1K

Value:$65.6K

% of Portfolio:0.0% ($65.6K/$300.1M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:454

Value:$64.6K

% of Portfolio:0.0% ($64.6K/$300.1M)

46138G672

Shares:588

Value:$63.4K

% of Portfolio:0.0% ($63.4K/$300.1M)

922908595

VBK|922908595

Shares:250

Value:$62.9K

% of Portfolio:0.0% ($62.9K/$300.1M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:365

Value:$62.9K

% of Portfolio:0.0% ($62.9K/$300.1M)

81369Y704

Shares:474

Value:$62.1K

% of Portfolio:0.0% ($62.1K/$300.1M)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:1.3K

Value:$62.0K

% of Portfolio:0.0% ($62.0K/$300.1M)

BROWN & BROWN, INC.

BRO|115236101

Shares:498

Value:$62.0K

% of Portfolio:0.0% ($62.0K/$300.1M)

AT&T INC.

T|00206R102

Shares:2.2K

Value:$61.8K

% of Portfolio:0.0% ($61.8K/$300.1M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:343

Value:$61.6K

% of Portfolio:0.0% ($61.6K/$300.1M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:545

Value:$61.1K

% of Portfolio:0.0% ($61.1K/$300.1M)

46436E528

Shares:2.6K

Value:$60.5K

% of Portfolio:0.0% ($60.5K/$300.1M)

233051150

Shares:1.2K

Value:$60.4K

% of Portfolio:0.0% ($60.4K/$300.1M)

AMEREN CORP

AEE|023608102

Shares:600

Value:$60.2K

% of Portfolio:0.0% ($60.2K/$300.1M)

74160Q103

Shares:1.8K

Value:$59.4K

% of Portfolio:0.0% ($59.4K/$300.1M)

MPLX LP

MPLX|55336V100

Shares:1.1K

Value:$58.9K

% of Portfolio:0.0% ($58.9K/$300.1M)

DORIAN LPG LTD.

LPG|Y2106R110

Shares:2.6K

Value:$58.1K

% of Portfolio:0.0% ($58.1K/$300.1M)

Roblox Corp

RBLX|771049103

Shares:962

Value:$56.1K

% of Portfolio:0.0% ($56.1K/$300.1M)

81369Y209

Shares:378

Value:$55.1K

% of Portfolio:0.0% ($55.1K/$300.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Lyft, Inc.(LYFTcusip55087P104)	5.6K	QoQ +36.58% (+1.5K) YoY -12.50% (-800)	All Managers (Combined)	$66.5K	0.0% ($66.5K/$300.1M)	QoQ +25.67% (+$13.6K) YoY -46.32% (-$57.4K)
(cusip33738R506)✕	1.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$65.6K	0.0% ($65.6K/$300.1M)	QoQ -1.01% (-$672) YoY +4.22% (+$2.7K)
KIMBERLY CLARK CORP(KMBcusip494368103)	454	QoQ -11.67% (-60) YoY -29.82% (-193)	All Managers (Combined)	$64.6K	0.0% ($64.6K/$300.1M)	QoQ -4.13% (-$2.8K) YoY -22.84% (-$19.1K)
(cusip46138G672)✕	588	QoQ +374.19% (+464) YoY NEW(+588)	All Managers (Combined)	$63.4K	0.0% ($63.4K/$300.1M)	QoQ +340.10% (+$49.0K) YoY NEW(+$63.4K)
(VBKcusip922908595)	250	QoQ 0.00% (-0) YoY -37.50% (-150)	All Managers (Combined)	$62.9K	0.0% ($62.9K/$300.1M)	QoQ -10.10% (-$7.1K) YoY -39.64% (-$41.3K)
Coinbase Global, Inc.(COINcusip19260Q107)	365	QoQ -4.19% (-16) YoY -4.19% (-16)	All Managers (Combined)	$62.9K	0.0% ($62.9K/$300.1M)	QoQ -33.54% (-$31.7K) YoY -37.76% (-$38.1K)
(cusip81369Y704)✕	474	QoQ -22.03% (-134) YoY -51.33% (-500)	All Managers (Combined)	$62.1K	0.0% ($62.1K/$300.1M)	QoQ -22.44% (-$18.0K) YoY -49.36% (-$60.6K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	1.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$62.0K	0.0% ($62.0K/$300.1M)	QoQ -15.58% (-$11.4K) YoY -46.03% (-$52.9K)
BROWN & BROWN, INC.(BROcusip115236101)	498	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$62.0K	0.0% ($62.0K/$300.1M)	QoQ +21.93% (+$11.1K) YoY +42.10% (+$18.4K)
AT&T INC.(Tcusip00206R102)	2.2K	QoQ -27.16% (-815) YoY -75.30% (-6.7K)	All Managers (Combined)	$61.8K	0.0% ($61.8K/$300.1M)	QoQ -9.54% (-$6.5K) YoY -60.32% (-$93.9K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	343	QoQ -6.79% (-25) YoY -6.79% (-25)	All Managers (Combined)	$61.6K	0.0% ($61.6K/$300.1M)	QoQ -10.67% (-$7.4K) YoY -3.85% (-$2.5K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	545	QoQ +2269.56% (+522) YoY -28.28% (-215)	All Managers (Combined)	$61.1K	0.0% ($61.1K/$300.1M)	QoQ +2773.83% (+$58.9K) YoY +9.69% (-$5.4K)
(cusip46436E528)✕	2.6K	QoQ 0.00% (+0) YoY +192.69% (+1.7K)	All Managers (Combined)	$60.5K	0.0% ($60.5K/$300.1M)	QoQ +0.30% (+$182) YoY +194.73% (+$40.0K)
(cusip233051150)✕	1.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$60.4K	0.0% ($60.4K/$300.1M)	QoQ -6.68% (-$4.3K) YoY +2.04% (+$1.2K)
AMEREN CORP(AEEcusip023608102)	600	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$60.2K	0.0% ($60.2K/$300.1M)	QoQ +12.63% (+$6.8K) YoY +35.74% (+$15.9K)
(cusip74160Q103)✕	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$59.4K	0.0% ($59.4K/$300.1M)	QoQ NEW(+$59.4K) YoY NEW(+$59.4K)
MPLX LP(MPLXcusip55336V100)	1.1K	QoQ +32.53% (+270) YoY +32.53% (+270)	All Managers (Combined)	$58.9K	0.0% ($58.9K/$300.1M)	QoQ +48.20% (+$19.1K) YoY +70.66% (+$24.4K)
DORIAN LPG LTD.(LPGcusipY2106R110)	2.6K	QoQ -13.33% (-400) YoY -16.80% (-525)	All Managers (Combined)	$58.1K	0.0% ($58.1K/$300.1M)	QoQ -20.55% (-$15.0K) YoY -51.67% (-$62.1K)
Roblox Corp(RBLXcusip771049103)	962	QoQ -7.67% (-80) YoY -7.67% (-80)	All Managers (Combined)	$56.1K	0.0% ($56.1K/$300.1M)	QoQ -6.98% (-$4.2K) YoY +40.95% (-$16.3K)
(cusip81369Y209)✕	378	QoQ -35.27% (-206) YoY -62.08% (-619)	All Managers (Combined)	$55.1K	0.0% ($55.1K/$300.1M)	QoQ -31.29% (-$25.1K) YoY -62.56% (-$92.1K)