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Latest PSI Advisors, LLC Stock Portfolio

PSI Advisors, LLC Performance:
2025 Q3: 2.29%YTD: 3.96%2024: 6.97%
Performance for 2025 Q3 is 2.29%, and YTD is 3.96%, and 2024 is 6.97%.

About PSI Advisors, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, PSI Advisors, LLC reported an equity portfolio of $388.2 Millions as of 30 Sep, 2025.

The top stock holdings of PSI Advisors, LLC are QQQ, BIL, . The fund has invested 12.4% of it's portfolio in INVESCO QQQ and 11.9% of portfolio in SPDR PORTFOLIO.

The fund managers got completely rid off PUBLIX SUPER MARKETS INC, QUALCOMM INC (QCOM) and UNITED PARCEL (UPS) stocks. They significantly reduced their stock positions in ESPERION THERAPEUTICS (ESPR), CISCO SYSTEMS (CSCO) and WALT DISNEY (DIS). PSI Advisors, LLC opened new stock positions in JPMORGAN, FIRST TRUST (FCVT) and FIRST TRUST (AFLG). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO QQQ (QQQ), ISHARES CORE (IJR) and ORACLE CORP (ORCL).

PSI Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that PSI Advisors, LLC made a return of 2.29% in the last quarter. In trailing 12 months, it's portfolio return was 4.9%.

New Buys

Ticker$ Bought
jpmorgan26,955,700
first trust20,300,400
first trust17,935,400
first trust9,257,960
ishares ibonds8,366,300
pacer u s7,633,120
ishares ibonds6,104,780
principal spectrum5,472,560
New stocks bought by PSI Advisors, LLC

Additions

Ticker% Inc.
invesco qqq12,738
ishares core129
oracle corp36.09
triton inter 6.875 pfdpfd ser d33.74
trade desk30.37
ishares ibonds25.66
first trust20.71
amazon com18.76
Additions to existing portfolio by PSI Advisors, LLC

Reductions

Ticker% Reduced
esperion therapeutics-64.63
cisco systems-50.75
walt disney-50.00
valley national-50.00
johnson & johnson-49.98
microsoft corp-48.82
vaneck morningstar-47.74
ishares s&p-45.88
PSI Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
100000th publix super maflorida-9.00
publix super markets inc-1,007,640
icahn enterprises-160,692
nuveen preferred income-157,745
blackrock high yield instl-91,245
ishares core total usd bond mark etf-213,167
united parcel-388,620
qualcomm inc-410,572
PSI Advisors, LLC got rid off the above stocks

Sector Distribution

PSI Advisors, LLC has about 84.8% of it's holdings in Others sector.

Sector%
Others84.8
Technology5.4
Energy1.8
Healthcare1.7
Consumer Cyclical1.7
Financial Services1.2
Industrials1.1
Communication Services1.1

Market Cap. Distribution

PSI Advisors, LLC has about 13.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED84.8
MEGA-CAP9
LARGE-CAP4.7

Stocks belong to which Index?

About 12.4% of the stocks held by PSI Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others87.1
S&P 50012.4
Top 5 Winners (%)%
ESPR
esperion therapeutics
170.0 %
CIEN
ciena corp
79.1 %
GOOG
alphabet inc
37.7 %
GOOG
alphabet inc
36.1 %
MU
micron technology inc
35.8 %
Top 5 Winners ($)$
AAPL
apple inc
1.7 M
GOOG
alphabet inc
0.7 M
NVDA
nvidia corp
0.5 M
CIEN
ciena corp
0.4 M
TSLA
tesla inc
0.4 M
Top 5 Losers (%)%
TTD
trade desk
-26.4 %
WHR
whirlpool corp
-21.4 %
OKE
oneok inc
-10.6 %
DE
deere & co
-10.1 %
TGT
target corp
-9.1 %
Top 5 Losers ($)$
ET
energy transfer
-0.2 M
WHR
whirlpool corp
-0.2 M
DE
deere & co
-0.1 M
LLY
eli lilly
-0.1 M
TTD
trade desk
-0.1 M

PSI Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PSI Advisors, LLC

PSI Advisors, LLC has 135 stocks in it's portfolio. About 56.8% of the portfolio is in top 10 stocks. ET proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for PSI Advisors, LLC last quarter.

Last Reported on: 12 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions