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

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46138G649

Shares:5.1K

Value:$987.9K

% of Portfolio:0.3% ($987.9K/$300.1M)

744663105

Shares:49.9K

Value:$957.8K

% of Portfolio:0.3% ($957.8K/$300.1M)

464287507

IJH|464287507

Shares:15.9K

Value:$926.6K

% of Portfolio:0.3% ($926.6K/$300.1M)

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

Shares:10.4K

Value:$874.2K

% of Portfolio:0.3% ($874.2K/$300.1M)

78464A201

Shares:10.5K

Value:$872.0K

% of Portfolio:0.3% ($872.0K/$300.1M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:8.4K

Value:$859.3K

% of Portfolio:0.3% ($859.3K/$300.1M)

G89479102

Shares:52.0K

Value:$857.4K

% of Portfolio:0.3% ($857.4K/$300.1M)

MCDONALDS CORP

MCD|580135101

Shares:2.7K

Value:$855.5K

% of Portfolio:0.3% ($855.5K/$300.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.9K

Value:$812.3K

% of Portfolio:0.3% ($812.3K/$300.1M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:17.7K

Value:$803.7K

% of Portfolio:0.3% ($803.7K/$300.1M)

Meta Platforms, Inc.

META|30303M102

Shares:1.4K

Value:$793.6K

% of Portfolio:0.3% ($793.6K/$300.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:6.5K

Value:$770.1K

% of Portfolio:0.3% ($770.1K/$300.1M)

Mastercard Inc

MA|57636Q104

Shares:1.4K

Value:$760.8K

% of Portfolio:0.3% ($760.8K/$300.1M)

Tesla, Inc.

TSLA|88160R101

Shares:2.8K

Value:$717.6K

% of Portfolio:0.2% ($717.6K/$300.1M)

ADOBE INC.

ADBE|00724F101

Shares:1.8K

Value:$673.1K

% of Portfolio:0.2% ($673.1K/$300.1M)

TARGET CORP

TGT|87612E106

Shares:6.3K

Value:$658.3K

% of Portfolio:0.2% ($658.3K/$300.1M)

81369Y886

Shares:8.2K

Value:$643.0K

% of Portfolio:0.2% ($643.0K/$300.1M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:18.5K

Value:$632.1K

% of Portfolio:0.2% ($632.1K/$300.1M)

HOME DEPOT, INC.

HD|437076102

Shares:1.7K

Value:$625.7K

% of Portfolio:0.2% ($625.7K/$300.1M)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:9.4K

Value:$607.7K

% of Portfolio:0.2% ($607.7K/$300.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138G649)✕	5.1K	QoQ -2.02% (-106) YoY -8.36% (-467)	All Managers (Combined)	$987.9K	0.3% ($987.9K/$300.1M)	QoQ -10.14% (-$111.5K) YoY -3.18% (-$32.5K)
(cusip744663105)✕	49.9K	QoQ 0.00% (+0) YoY NEW(+49.9K)	All Managers (Combined)	$957.8K	0.3% ($957.8K/$300.1M)	QoQ +6.37% (+$57.4K) YoY NEW(+$957.8K)
(IJHcusip464287507)	15.9K	QoQ +2868.22% (+15.3K) YoY -54.85% (-19.3K)	All Managers (Combined)	$926.6K	0.3% ($926.6K/$300.1M)	QoQ +2679.58% (+$893.3K) YoY -56.63% (-$1.2M)
PRINCIPAL FINANCIAL GROUP INC(PFGcusip74251V102)	10.4K	QoQ +2.74% (+277) YoY +0.74% (-77)	All Managers (Combined)	$874.2K	0.3% ($874.2K/$300.1M)	QoQ +11.98% (+$93.6K) YoY -1.51% (-$13.5K)
(cusip78464A201)✕	10.5K	QoQ +7.45% (-729) YoY -8.22% (-942)	All Managers (Combined)	$872.0K	0.3% ($872.0K/$300.1M)	QoQ -1.28% (-$11.3K) YoY -12.67% (-$126.6K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	8.4K	QoQ +22505.40% (+8.3K) YoY +73.38% (-3.5K)	All Managers (Combined)	$859.3K	0.3% ($859.3K/$300.1M)	QoQ +19124.34% (+$854.9K) YoY -1.30% (-$11.4K)
(cusipG89479102)✕	52.0K	QoQ +74224.28% (+52.0K) YoY +1503.29% (+48.8K)	All Managers (Combined)	$857.4K	0.3% ($857.4K/$300.1M)	QoQ +62851.83% (+$856.0K) YoY +656.00% (+$744.0K)
MCDONALDS CORP(MCDcusip580135101)	2.7K	QoQ +1726.00% (+2.6K) YoY +47.57% (+883)	All Managers (Combined)	$855.5K	0.3% ($855.5K/$300.1M)	QoQ +1867.38% (+$812.0K) YoY +63.44% (+$332.1K)
AbbVie Inc.(ABBVcusip00287Y109)	3.9K	QoQ +19285.00% (+3.9K) YoY +6.48% (+236)	All Managers (Combined)	$812.3K	0.3% ($812.3K/$300.1M)	QoQ +22756.21% (+$808.8K) YoY +22.51% (+$149.3K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	17.7K	QoQ +3743.60% (+17.3K) YoY -38.83% (-11.2K)	All Managers (Combined)	$803.7K	0.3% ($803.7K/$300.1M)	QoQ +4259.54% (+$785.3K) YoY -33.87% (-$411.8K)
Meta Platforms, Inc.(METAcusip30303M102)	1.4K	QoQ +9080.00% (+1.4K) YoY -37.80% (-837)	All Managers (Combined)	$793.6K	0.3% ($793.6K/$300.1M)	QoQ +8936.17% (+$784.9K) YoY -26.16% (-$281.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	6.5K	QoQ -6.79% (-472) YoY -25.92% (-2.3K)	All Managers (Combined)	$770.1K	0.3% ($770.1K/$300.1M)	QoQ +3.05% (-$22.8K) YoY -24.20% (-$246.0K)
Mastercard Inc(MAcusip57636Q104)	1.4K	QoQ +34600.00% (+1.4K) YoY -21.40% (-378)	All Managers (Combined)	$760.8K	0.3% ($760.8K/$300.1M)	QoQ +36007.59% (+$758.7K) YoY -10.54% (-$89.7K)
Tesla, Inc.(TSLAcusip88160R101)	2.8K	QoQ +92200.00% (+2.8K) YoY -61.46% (-4.4K)	All Managers (Combined)	$717.6K	0.2% ($717.6K/$300.1M)	QoQ +59109.07% (+$716.4K) YoY -43.18% (-$545.4K)
ADOBE INC.(ADBEcusip00724F101)	1.8K	QoQ +1655.00% (+1.7K) YoY +82.43% (+793)	All Managers (Combined)	$673.1K	0.2% ($673.1K/$300.1M)	QoQ +1413.66% (+$628.6K) YoY +38.66% (+$187.7K)
TARGET CORP(TGTcusip87612E106)	6.3K	QoQ +2861.50% (+6.1K) YoY -0.45% (-29)	All Managers (Combined)	$658.3K	0.2% ($658.3K/$300.1M)	QoQ +2186.24% (+$629.5K) YoY -41.37% (-$464.7K)
(cusip81369Y886)✕	8.2K	QoQ +45200.00% (+8.1K) YoY +23.56% (+1.6K)	All Managers (Combined)	$643.0K	0.2% ($643.0K/$300.1M)	QoQ +47072.04% (+$641.6K) YoY +48.41% (+$209.7K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	18.5K	QoQ +123326.66% (+18.5K) YoY -10.09% (-2.1K)	All Managers (Combined)	$632.1K	0.2% ($632.1K/$300.1M)	QoQ +134097.66% (+$631.6K) YoY +5.18% (-$31.2K)
HOME DEPOT, INC.(HDcusip437076102)	1.7K	QoQ +1607.00% (+1.6K) YoY -8.02% (-149)	All Managers (Combined)	$625.7K	0.2% ($625.7K/$300.1M)	QoQ +1508.47% (+$586.8K) YoY -12.11% (-$86.3K)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	9.4K	QoQ +134228.57% (+9.4K) YoY -45.02% (-7.7K)	All Managers (Combined)	$607.7K	0.2% ($607.7K/$300.1M)	QoQ +97757.64% (+$607.1K) YoY -67.19% (-$1.2M)