PSI Advisors, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$388.2M

Holdings

138

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (138 positions)

StockValue
NDQINVESCO QQQ
$47.6M
SPYMSPDR PORTFOLIO
$45.3M
JEPQJPMORGAN
$27.0M
KNGFIRST TRUST
$20.3M
BUFRFIRST TRUST
$17.9M
COWZPACER US
$16.2M
DGROISHARES CORE
$14.9M
SPMDSPDR PORTFOLIO
$10.3M
SPTISPDR INTERMEDIATE
$9.7M
SDVYFIRST TRUST
$9.3M
AAPLAPPLE INC
$9.0M
IAUISHARES IBONDS
$8.4M
CALFPACER U S
$7.6M
PSCPRINCIPAL US
$7.4M
SPYGSPDR PORTFOLIO
$6.4M
AQLTISHARES IBONDS
$6.1M
TLTISHARES 20
$6.1M
PREFPRINCIPAL SPECTRUM
$5.5M
XMHQINVESCO S&P
$5.4M
XLREREAL ESTATE
$4.9M
MOATVANECK MORNINGSTAR
$4.4M
LLYELI LILLY
$4.1M
BILSPDR BLOOMBERG
$4.0M
ETENERGY TRANSFER
$3.7M
NVDANVIDIA CORP
$2.9M
MSFTMICROSOFT CORP
$2.9M
XMMOINVESCO S&P
$2.8M
IBMOISHARES IBONDS
$2.7M
QQQINEOS NASDAQ
$2.5M
SPYVSPDR PORTFOLIO
$2.5M
FLRTPACER ARISTOTOLE
$2.5M
IVVISHARES CORE
$2.1M
AMZNAMAZON COM
$2.0M
IJTISHARES S&P
$1.7M
IBDQISHARES IBONDS
$1.6M
GOOGLALPHABET INC
$1.6M
TSLATESLA INC
$1.6M
CVXCHEVRON CORP
$1.4M
QQQMINVESCO NASDAQ
$1.3M
MCDMCDONALDS CORP
$1.3M
XLFFINANCIAL SELECT
$1.2M
DEDEERE & CO
$1.2M
JPMJPMORGAN CHASE
$1.2M
AMDADVANCED MICRO
$1.2M
TRMDTORM PLC
$1.2M
XYLDGLOBAL X
$1.1M
IBTGISHARES IBONDS
$1.1M
PG4PRINCIPAL FINANCIAL
$1.1M
AMEAMETEK INC
$1.1M
SLYGSPDR SERIES
$1.0M
SPYGSPDR S&P 500 GROWTH ETF
$1.0M
METAMETA PLATFORMS
$1.0M
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF
$1000K
BACVERIZON COMMUNICATIONS
$991K
CIENCIENA CORP
$922K
ABBVABBVIE INC
$877K
SPYMSPDR PORTFOLIO S&P 500 ETF
$875K
IJHISHARES CORE
$874K
PLTRPALANTIR TECHNOLOGIES
$845K
CATCATERPILLAR INC
$810K
PSCPRINCIPAL U S SMALL CAP ETF
$802K
QYLDGLOBAL X
$775K
MAMASTERCARD INC
$764K
AGGISHARES CORE
$743K
XOMEXXON MOBIL
$717K
SWVXXSCHWAB PRIME ADVANTAGE MONEY INVESTOR
$688K
HDHOME DEPOT
$656K
XLUUTILITIES SELECT
$640K
ADBEADOBE INC
$626K
IBTHISHARES IBONDS
$625K
IBMINTL BUSINESS
$613K
EQWLINVESCO S&P
$588K
WHRWHIRLPOOL CORP
$587K
SOXXISHARES SEMICONDUCTOR
$585K
IBDRISHARES IBONDS
$578K
SPYVSPDR S&P 500 VALUE ETF
$560K
DYHTARGET CORP
$546K
ATLC 7.625 PERP BATLANTICUS H 7.625 PFDPFD SER B
$546K
PFEPFIZER INC
$543K
EPDENTERPRISE PRODUCTS
$538K
MDIVFIRST TRUST
$532K
NNNNNN REIT
$531K
WMTWALMART INC
$528K
EZMWISDOMTREE U S
$506K
QDPLPACER METAURUS
$498K
SOSOUTHERN COMPANY
$497K
IDV*ISHARES INTL
$475K
XLEENERGY SELECT
$459K
SUNSUNOCO LTD
$452K
UBERUBER TECHNOLOGIES
$444K
REGLPROSHARES S&P
$429K
SRG 7 PERP ASERITAGE GROWTH 7 PFDPFD SER A
$419K
JNJJOHNSON & JOHNSON
$419K
NAVI 6 12/15/43NAVIENT CORP 6 12 6PFD
$416K
NDQINVSC QQQ TRUST SRS 1 ETF
$412K
GOOGALPHABET INC
$410K
IJRISHARES CORE
$409K
USFRWISDOMTREE FLOATING
$394K
FVDFIRST TRUST
$389K
VTVVANGUARD VALUE ETF
$368K
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