PSI Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 23, 2024
Value $
$316M
Signature - Title
Christina Duncan - Compliance Consultant
Location
13059 W. Linebaugh Ave, Suite 102, Tampa, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 875 $316M +$54M -$15.6M +$38.4M SPLG, QQQ, JEPQ, COWZ, BUFR 13F-HR 7/23/2024, 03:14 PM
Q1 2024 803 $277M +$31M -$39.4M -$8.34M SPLG, QQQ, DGRO, BUFR, JEPQ 13F-HR 4/24/2024, 01:11 PM
Q4 2023 879 $268M +$29.3M -$14.9M +$14.5M SPLG, QQQ, DGRO, SPMD, BIL 13F-HR 2/1/2024, 12:13 PM
Q3 2023 859 $231M +$21.9M -$11.2M +$10.7M SPLG, QQQ, DGRO, USMV, BIL 13F-HR 10/13/2023, 03:34 PM
Q2 2023 851 $228M +$29.8M -$20.9M +$8.83M QQQ, SPLG, USMV, DGRO, SPTI 13F-HR 7/21/2023, 10:55 AM
Q1 2023 794 $207M +$14.9M -$8.35M +$6.55M QQQ, SPLG, USMV, DGRO, SPMD 13F-HR 4/25/2023, 05:27 PM
Q4 2022 777 $188M +$8.02M -$22.7M -$14.7M SPLG, QQQ, USMV, DGRO, SPMD 13F-HR 1/19/2023, 12:50 PM
Q3 2022 768 $190M +$19.4M -$19.9M -$465K QQQ, SPLG, USMV, DGRO, AAPL 13F-HR 10/20/2022, 04:56 PM
Q2 2022 769 $203M +$21.5M -$22.3M -$808K QQQ, SPLG, USMV, DGRO, IVV 13F-HR 7/18/2022, 03:03 PM
Q1 2022 725 $243M +$18.8M -$9.45M +$9.34M QQQ, IVV, USMV, SPLG, AAPL 13F-HR 4/19/2022, 06:22 PM
Q4 2021 761 $245M +$21.2M -$12.1M +$9.17M QQQ, IVV, USMV, SPLG, AAPL 13F-HR 2/11/2022, 02:32 PM
Q3 2021 719 $218M +$35.2M -$4.01M +$31.2M QQQ, IVV, USMV, SPLG, IJR 13F-HR 11/10/2021, 06:49 PM
Q2 2021 134 $190M +$13.3M -$5.66M +$7.65M QQQ, IVV, USMV, SPLG, IJR 13F-HR 8/10/2021, 10:33 AM
Q1 2021 131 $170M +$49.6M -$33.2M +$16.4M QQQ, IVV, USMV, SPLG, IJR 13F-HR 5/11/2021, 10:40 AM
Q4 2020 123 $145M +$17.1M -$16.5M +$600K QQQ, IVV, IJR, AAPL, SDY 13F-HR 2/8/2021, 02:54 PM
Q3 2020 117 $131M +$11.2M -$7.73M +$3.52M QQQ, IVV, AAPL, SDY, VNQ 13F-HR 11/12/2020, 12:33 PM
Q2 2020 112 $124M +$12M -$8.74M +$3.29M QQQ, IVV, SDY, VNQ, IJR Restatement 11/24/2020, 09:40 AM
Q1 2020 107 $101M +$14.2M -$37.2M -$23.1M QQQ, IVV, SDY, VNQ, IJR 13F-HR 5/15/2020, 01:08 PM
Q4 2019 657 $155M $0 $0 IVV, QQQ, IJR, IJH, SDY 13F-HR 2/12/2020, 08:07 PM