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 28 of 38

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Topgolf Callaway Brands Corp.

MODG|131193104

Shares:600

Value:$4.0K

% of Portfolio:0.0% ($4.0K/$300.1M)

464286814

Shares:84

Value:$3.9K

% of Portfolio:0.0% ($3.9K/$300.1M)

BlackRock Health Sciences Trust

BME|09250W107

Shares:100

Value:$3.9K

% of Portfolio:0.0% ($3.9K/$300.1M)

CLOROX CO /DE/

CLX|189054109

Shares:26

Value:$3.8K

% of Portfolio:0.0% ($3.8K/$300.1M)

Sony Group Corp

SONY|835699307

Shares:150

Value:$3.8K

% of Portfolio:0.0% ($3.8K/$300.1M)

Aldeyra Therapeutics, Inc.

ALDX|01438T106

Shares:650

Value:$3.7K

% of Portfolio:0.0% ($3.7K/$300.1M)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:16

Value:$3.6K

% of Portfolio:0.0% ($3.6K/$300.1M)

CubeSmart

CUBE|229663109

Shares:85

Value:$3.6K

% of Portfolio:0.0% ($3.6K/$300.1M)

00214Q807

Shares:200

Value:$3.5K

% of Portfolio:0.0% ($3.5K/$300.1M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:12

Value:$3.5K

% of Portfolio:0.0% ($3.5K/$300.1M)

949915482

Shares:73

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$300.1M)

46138G102

Shares:72

Value:$3.3K

% of Portfolio:0.0% ($3.3K/$300.1M)

Lamb Weston Holdings, Inc.

LW|513272104

Shares:61

Value:$3.3K

% of Portfolio:0.0% ($3.3K/$300.1M)

46435U853

Shares:86

Value:$3.2K

% of Portfolio:0.0% ($3.2K/$300.1M)

78464A375

Shares:94

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$300.1M)

SUMITOMO MITSUI FINANCIAL GROUP, INC.

SMFG|86562M209

Shares:200

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$300.1M)

CLOVER HEALTH INVESTMENTS, CORP. /DE

CLOV|18914F103

Shares:860

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$300.1M)

NV5 Global, Inc.

NVEE|62945V109

Shares:160

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$300.1M)

33939L662

Shares:74

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$300.1M)

NATIONAL GRID PLC

NGG|636274409

Shares:45

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$300.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Topgolf Callaway Brands Corp.(MODGcusip131193104)	600	QoQ 0.00% (-0) YoY +71.42% (-250)	All Managers (Combined)	$4.0K	0.0% ($4.0K/$300.1M)	QoQ -16.15% (-$762) YoY -30.14% (-$1.7K)
(cusip464286814)✕	84	QoQ 0.00% (+0) YoY -43.62% (-65)	All Managers (Combined)	$3.9K	0.0% ($3.9K/$300.1M)	QoQ +5.03% (+$188) YoY -46.75% (-$3.4K)
BlackRock Health Sciences Trust(BMEcusip09250W107)	100	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$3.9K	0.0% ($3.9K/$300.1M)	QoQ +1.87% (+$71) YoY -6.75% (-$280)
CLOROX CO /DE/(CLXcusip189054109)	26	QoQ -45.83% (-22) YoY -45.83% (-22)	All Managers (Combined)	$3.8K	0.0% ($3.8K/$300.1M)	QoQ -50.68% (-$3.9K) YoY -47.48% (-$3.5K)
Sony Group Corp(SONYcusip835699307)	150	QoQ +50.00% (+50) YoY +650.00% (+130)	All Managers (Combined)	$3.8K	0.0% ($3.8K/$300.1M)	QoQ +80.00% (+$1.7K) YoY +122.09% (+$2.1K)
Aldeyra Therapeutics, Inc.(ALDXcusip01438T106)	650	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.7K	0.0% ($3.7K/$300.1M)	QoQ +15.22% (+$494) YoY +75.82% (+$1.6K)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	16	QoQ NEW(+16) YoY NEW(+16)	All Managers (Combined)	$3.6K	0.0% ($3.6K/$300.1M)	QoQ NEW(+$3.6K) YoY NEW(+$3.6K)
CubeSmart(CUBEcusip229663109)	85	QoQ 0.00% (-0) YoY -92.97% (-1.1K)	All Managers (Combined)	$3.6K	0.0% ($3.6K/$300.1M)	QoQ -0.32% (-$12) YoY -93.36% (-$51.1K)
(cusip00214Q807)✕	200	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.5K	0.0% ($3.5K/$300.1M)	QoQ -9.11% (-$356) YoY +18.74% (+$560)
Air Products & Chemicals, Inc.(APDcusip009158106)	12	QoQ 0.00% (+0) YoY -62.50% (-20)	All Managers (Combined)	$3.5K	0.0% ($3.5K/$300.1M)	QoQ +1.69% (+$59) YoY -54.34% (-$4.2K)
(cusip949915482)✕	73	QoQ NEW(+73) YoY NEW(+73)	All Managers (Combined)	$3.4K	0.0% ($3.4K/$300.1M)	QoQ NEW(+$3.4K) YoY NEW(+$3.4K)
(cusip46138G102)✕	72	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.3K	0.0% ($3.3K/$300.1M)	QoQ -2.20% (-$75) YoY +4.46% (+$142)
Lamb Weston Holdings, Inc.(LWcusip513272104)	61	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.3K	0.0% ($3.3K/$300.1M)	QoQ -20.25% (-$826) YoY -49.97% (-$3.2K)
(cusip46435U853)✕	86	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.2K	0.0% ($3.2K/$300.1M)	QoQ +0.06% (+$2) YoY +0.60% (+$19)
(cusip78464A375)✕	94	QoQ -78.13% (-336) YoY -81.67% (-419)	All Managers (Combined)	$3.1K	0.0% ($3.1K/$300.1M)	QoQ -77.73% (-$10.9K) YoY -81.29% (-$13.6K)
SUMITOMO MITSUI FINANCIAL GROUP, INC.(SMFGcusip86562M209)	200	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.1K	0.0% ($3.1K/$300.1M)	QoQ +6.69% (+$194) YoY +31.35% (+$738)
CLOVER HEALTH INVESTMENTS, CORP. /DE(CLOVcusip18914F103)	860	QoQ -53.13% (-975) YoY +115.00% (+460)	All Managers (Combined)	$3.1K	0.0% ($3.1K/$300.1M)	QoQ -46.59% (-$2.7K) YoY +870.75% (+$2.8K)
NV5 Global, Inc.(NVEEcusip62945V109)	160	QoQ 0.00% (+0) YoY +300.00% (-120)	All Managers (Combined)	$3.1K	0.0% ($3.1K/$300.1M)	QoQ +2.28% (+$69) YoY -21.35% (-$837)
(cusip33939L662)✕	74	QoQ +516.66% (+62) YoY NEW(+74)	All Managers (Combined)	$3.0K	0.0% ($3.0K/$300.1M)	QoQ +511.04% (+$2.5K) YoY NEW(+$3.0K)
NATIONAL GRID PLC(NGGcusip636274409)	45	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$3.0K	0.0% ($3.0K/$300.1M)	QoQ +10.39% (+$278) YoY -3.84% (-$118)