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 5 of 38

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Palantir Technologies Inc.

PLTR|69608A108

Shares:4.6K

Value:$388.5K

% of Portfolio:0.1% ($388.5K/$300.1M)

CIENA CORP

CIEN|171779309

Shares:6.4K

Value:$386.5K

% of Portfolio:0.1% ($386.5K/$300.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.3K

Value:$385.7K

% of Portfolio:0.1% ($385.7K/$300.1M)

Sweetgreen, Inc.

SG|87043Q108

Shares:14.9K

Value:$372.3K

% of Portfolio:0.1% ($372.3K/$300.1M)

33738R100

Shares:22.3K

Value:$363.9K

% of Portfolio:0.1% ($363.9K/$300.1M)

46137V449

Shares:3.5K

Value:$361.2K

% of Portfolio:0.1% ($361.2K/$300.1M)

92189F106

GDX|92189F106

Shares:7.6K

Value:$349.4K

% of Portfolio:0.1% ($349.4K/$300.1M)

CITIGROUP INC

C|172967424

Shares:4.6K

Value:$325.0K

% of Portfolio:0.1% ($325.0K/$300.1M)

Duke Energy CORP

DUK|26441C204

Shares:2.6K

Value:$317.7K

% of Portfolio:0.1% ($317.7K/$300.1M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.4K

Value:$317.7K

% of Portfolio:0.1% ($317.7K/$300.1M)

46436E841

Shares:14.0K

Value:$314.8K

% of Portfolio:0.1% ($314.8K/$300.1M)

DOW INC.

DOW|260557103

Shares:9.0K

Value:$313.1K

% of Portfolio:0.1% ($313.1K/$300.1M)

97717W562

Shares:6.0K

Value:$291.6K

% of Portfolio:0.1% ($291.6K/$300.1M)

464288448

Shares:9.3K

Value:$289.1K

% of Portfolio:0.1% ($289.1K/$300.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.6K

Value:$280.5K

% of Portfolio:0.1% ($280.5K/$300.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:501

Value:$280.3K

% of Portfolio:0.1% ($280.3K/$300.1M)

STARBUCKS CORP

SBUX|855244109

Shares:2.9K

Value:$280.1K

% of Portfolio:0.1% ($280.1K/$300.1M)

922908744

VTV|922908744

Shares:1.5K

Value:$267.6K

% of Portfolio:0.1% ($267.6K/$300.1M)

FEDEX CORP

FDX|31428X106

Shares:1.1K

Value:$266.0K

% of Portfolio:0.1% ($266.0K/$300.1M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:4.4K

Value:$265.7K

% of Portfolio:0.1% ($265.7K/$300.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	4.6K	QoQ +478.99% (+3.8K) YoY +1178.61% (+4.2K)	All Managers (Combined)	$388.5K	0.1% ($388.5K/$300.1M)	QoQ +546.13% (+$328.4K) YoY +4589.67% (+$380.2K)
CIENA CORP(CIENcusip171779309)	6.4K	QoQ 0.00% (-0) YoY -5.53% (-375)	All Managers (Combined)	$386.5K	0.1% ($386.5K/$300.1M)	QoQ -28.74% (-$155.9K) YoY +15.43% (-$51.7K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.3K	QoQ -16.57% (-462) YoY -28.12% (-910)	All Managers (Combined)	$385.7K	0.1% ($385.7K/$300.1M)	QoQ -4.31% (-$17.4K) YoY -24.65% (-$126.2K)
Sweetgreen, Inc.(SGcusip87043Q108)	14.9K	QoQ +2875.80% (+14.4K) YoY NEW(+14.9K)	All Managers (Combined)	$372.3K	0.1% ($372.3K/$300.1M)	QoQ +2222.34% (+$356.2K) YoY NEW(+$372.3K)
(cusip33738R100)✕	22.3K	QoQ +21.35% (+3.9K) YoY +47.60% (+7.2K)	All Managers (Combined)	$363.9K	0.1% ($363.9K/$300.1M)	QoQ +22.87% (+$67.8K) YoY +52.86% (+$125.8K)
(cusip46137V449)✕	3.5K	QoQ +17.74% (+528) YoY +33.33% (+876)	All Managers (Combined)	$361.2K	0.1% ($361.2K/$300.1M)	QoQ +18.68% (+$56.9K) YoY +44.83% (+$111.8K)
(GDXcusip92189F106)	7.6K	QoQ -18.27% (-1.7K) YoY -86.00% (-46.7K)	All Managers (Combined)	$349.4K	0.1% ($349.4K/$300.1M)	QoQ +10.78% (-$34.0K) YoY -79.65% (-$1.4M)
CITIGROUP INC(Ccusip172967424)	4.6K	QoQ +815.60% (+4.1K) YoY -79.15% (-17.4K)	All Managers (Combined)	$325.0K	0.1% ($325.0K/$300.1M)	QoQ +823.41% (+$289.8K) YoY -76.59% (-$1.1M)
Duke Energy CORP(DUKcusip26441C204)	2.6K	QoQ +780.06% (+2.3K) YoY -58.49% (-3.7K)	All Managers (Combined)	$317.7K	0.1% ($317.7K/$300.1M)	QoQ +896.11% (+$285.8K) YoY -47.65% (-$289.3K)
LOWES COMPANIES INC(LOWcusip548661107)	1.4K	QoQ -19.97% (-340) YoY -51.66% (-1.5K)	All Managers (Combined)	$317.7K	0.1% ($317.7K/$300.1M)	QoQ -24.33% (-$102.2K) YoY -55.74% (-$400.2K)
(cusip46436E841)✕	14.0K	QoQ +412.40% (+11.3K) YoY NEW(+14.0K)	All Managers (Combined)	$314.8K	0.1% ($314.8K/$300.1M)	QoQ +417.56% (+$254.0K) YoY NEW(+$314.8K)
DOW INC.(DOWcusip260557103)	9.0K	QoQ -2.69% (-248) YoY +36.08% (-2.4K)	All Managers (Combined)	$313.1K	0.1% ($313.1K/$300.1M)	QoQ -15.32% (-$56.7K) YoY -17.97% (-$68.6K)
(cusip97717W562)✕	6.0K	QoQ -13.65% (-944) YoY -18.32% (-1.3K)	All Managers (Combined)	$291.6K	0.1% ($291.6K/$300.1M)	QoQ -21.81% (-$81.4K) YoY -20.41% (-$74.8K)
(cusip464288448)✕	9.3K	QoQ +5.07% (+450) YoY +74.28% (+4.0K)	All Managers (Combined)	$289.1K	0.1% ($289.1K/$300.1M)	QoQ +19.04% (+$46.2K) YoY +92.80% (+$139.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.6K	QoQ +1331.30% (+1.5K) YoY -62.52% (-2.7K)	All Managers (Combined)	$280.5K	0.1% ($280.5K/$300.1M)	QoQ +1354.98% (+$261.2K) YoY -60.63% (-$432.1K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	501	QoQ +4454.54% (+490) YoY -23.04% (-150)	All Managers (Combined)	$280.3K	0.1% ($280.3K/$300.1M)	QoQ +4247.04% (+$273.8K) YoY -17.75% (-$60.5K)
STARBUCKS CORP(SBUXcusip855244109)	2.9K	QoQ -5.30% (-160) YoY +35.22% (+744)	All Managers (Combined)	$280.1K	0.1% ($280.1K/$300.1M)	QoQ +1.80% (-$5.0K) YoY +45.12% (+$87.1K)
(VTVcusip922908744)	1.5K	QoQ +38625.00% (+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$267.6K	0.1% ($267.6K/$300.1M)	QoQ +39365.19% (+$266.9K) YoY NEW(+$267.6K)
FEDEX CORP(FDXcusip31428X106)	1.1K	QoQ +12022.22% (+1.1K) YoY -15.88% (-206)	All Managers (Combined)	$266.0K	0.1% ($266.0K/$300.1M)	QoQ +10404.10% (+$263.4K) YoY -29.20% (-$109.7K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	4.4K	QoQ +989.25% (+4.0K) YoY -26.01% (-1.5K)	All Managers (Combined)	$265.7K	0.1% ($265.7K/$300.1M)	QoQ +1074.59% (+$243.1K) YoY -16.78% (-$53.6K)