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 2 of 38

Sort by:

92189F643

Shares:40.4K

Value:$3.6M

% of Portfolio:1.2% ($3.6M/$300.1M)

78468R663

Shares:31.9K

Value:$2.9M

% of Portfolio:1.0% ($2.9M/$300.1M)

ELI LILLY & Co

LLY|532457108

Shares:3.4K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$300.1M)

46137V464

Shares:19.8K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$300.1M)

78464A508

SPYV|78464A508

Shares:42.7K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$300.1M)

MICROSOFT CORP

MSFT|594918104

Shares:5.2K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$300.1M)

NVIDIA CORP

NVDA|67066G104

Shares:17.5K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$300.1M)

464287200

IVV|464287200

Shares:3.2K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$300.1M)

46434VBD1

Shares:68.3K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$300.1M)

78464A672

Shares:55.8K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$300.1M)

464287887

IJT|464287887

Shares:12.1K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$300.1M)

CHEVRON CORP

CVX|166764100

Shares:8.9K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$300.1M)

69374H428

Shares:30.9K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$300.1M)

46435U259

Shares:56.9K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$300.1M)

81369Y605

Shares:26.1K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$300.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:8.4K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$300.1M)

AMAZON COM INC

AMZN|023135106

Shares:6.1K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$300.1M)

46436E858

Shares:48.8K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$300.1M)

DEERE & CO

DE|244199105

Shares:2.2K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$300.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.2K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$300.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92189F643)✕	40.4K	QoQ +69629.31% (+40.4K) YoY +257.71% (+29.1K)	All Managers (Combined)	$3.6M	1.2% ($3.6M/$300.1M)	QoQ +66064.93% (+$3.6M) YoY +250.16% (+$2.5M)
(cusip78468R663)✕	31.9K	QoQ +96715.15% (+31.9K) YoY -18.14% (-7.1K)	All Managers (Combined)	$2.9M	1.0% ($2.9M/$300.1M)	QoQ +97007.48% (+$2.9M) YoY -18.20% (-$652.1K)
ELI LILLY & Co(LLYcusip532457108)	3.4K	QoQ +31245.45% (+3.4K) YoY +23.14% (+648)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$300.1M)	QoQ +33434.37% (+$2.8M) YoY +30.73% (+$669.4K)
(cusip46137V464)✕	19.8K	QoQ +9.71% (+1.8K) YoY +71.92% (+8.3K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$300.1M)	QoQ +1.03% (+$23.1K) YoY +70.27% (+$929.4K)
(SPYVcusip78464A508)	42.7K	QoQ +164169.23% (+42.7K) YoY +1.70% (+716)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$300.1M)	QoQ +163898.79% (+$2.2M) YoY +3.67% (+$77.3K)
MICROSOFT CORP(MSFTcusip594918104)	5.2K	QoQ +9618.51% (+5.2K) YoY -21.30% (-1.4K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$300.1M)	QoQ +8555.91% (+$1.9M) YoY -29.78% (-$835.7K)
NVIDIA CORP(NVDAcusip67066G104)	17.5K	QoQ +8626.50% (+17.3K) YoY +510.67% (-14.6K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$300.1M)	QoQ +6942.91% (+$1.9M) YoY -26.74% (-$690.6K)
(IVVcusip464287200)	3.2K	QoQ +6810.63% (+3.2K) YoY -46.26% (-2.8K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$300.1M)	QoQ +6495.81% (+$1.8M) YoY -42.57% (-$1.4M)
(cusip46434VBD1)✕	68.3K	QoQ 0.00% (+0) YoY +27.89% (+14.9K)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$300.1M)	QoQ +0.39% (+$6.8K) YoY +29.64% (+$392.5K)
(cusip78464A672)✕	55.8K	QoQ +3.43% (+1.9K) YoY -7.75% (-4.7K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$300.1M)	QoQ +6.02% (+$90.7K) YoY -6.44% (-$109.8K)
(IJTcusip464287887)	12.1K	QoQ -15.57% (-2.2K) YoY -41.57% (-8.6K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$300.1M)	QoQ -22.35% (-$435.2K) YoY -44.35% (-$1.2M)
CHEVRON CORP(CVXcusip166764100)	8.9K	QoQ +98322.22% (+8.8K) YoY -25.71% (-3.1K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$300.1M)	QoQ +113538.49% (+$1.5M) YoY -21.22% (-$399.2K)
(cusip69374H428)✕	30.9K	QoQ +76.51% (+13.4K) YoY +146.61% (+18.4K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$300.1M)	QoQ +74.84% (+$622.8K) YoY +144.17% (+$859.1K)
(cusip46435U259)✕	56.9K	QoQ +11.35% (+5.8K) YoY NEW(+56.9K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$300.1M)	QoQ +11.79% (+$153.4K) YoY NEW(+$1.5M)
(cusip81369Y605)✕	26.1K	QoQ +5691.77% (+25.6K) YoY +14.61% (+3.3K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$300.1M)	QoQ +5868.98% (+$1.3M) YoY +35.54% (+$340.4K)
Alphabet Inc.(GOOGLcusip02079K305)	8.4K	QoQ +41655.00% (+8.3K) YoY -20.52% (-2.2K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$300.1M)	QoQ +34009.90% (+$1.3M) YoY -18.57% (-$294.6K)
AMAZON COM INC(AMZNcusip023135106)	6.1K	QoQ +8565.71% (+6.0K) YoY -66.91% (-12.3K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$300.1M)	QoQ +7414.76% (+$1.1M) YoY -65.10% (-$2.2M)
(cusip46436E858)✕	48.8K	QoQ -5.06% (-2.6K) YoY +1165.45% (+44.9K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$300.1M)	QoQ -4.52% (-$53.0K) YoY +1178.28% (+$1.0M)
DEERE & CO(DEcusip244199105)	2.2K	QoQ +2105.00% (+2.1K) YoY +21.28% (+387)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$300.1M)	QoQ +2342.57% (+$992.5K) YoY +38.59% (+$288.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.2K	QoQ +24411.76% (+4.2K) YoY -8.37% (-381)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$300.1M)	QoQ +24975.90% (+$1.0M) YoY +12.19% (-$111.1K)