PSI Advisors, LLC
CIK 1779040 · Holdings on Dec 31, 2023 · First reported Feb 1, 2024
Top ten holdings
Q4 2023- SPYM10.58%
- QQQ9.69%
- DGRO4.07%
- SPMD3.24%
- BIL3.01%
- FVD2.67%
- SPSM2.62%
- SPTI2.58%
- AAPL2.50%
- USMV2.44%
Share classes counted separately43.40%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFMF Closed and MF Open View history and evidence | $28.34M | 10.58% | 506.96K shares | — | ↗▾ | |
| 02 | QQQINVESCO QQQ TRUST SERIES 1MF Closed and MF Open View history and evidence | $25.97M | 9.69% | 63.41K shares | — | ↗▾ | |
| 03 | DGROISHARES CORE DIVIDEND GROWTHMF Closed and MF Open View history and evidence | $10.91M | 4.07% | 202.71K shares | — | ↗▾ | |
| 04 | SPMDSS SPDR P S&P 400 MIDCAP ETFMF Closed and MF Open View history and evidence | $8.67M | 3.24% | 177.89K shares | — | ↗▾ | |
| 05 | BILSS SPDR BB 1-3M T-BILL ETFMF Closed and MF Open View history and evidence | $8.07M | 3.01% | 88.33K shares | — | ↗▾ | |
| 06 | FVDFIRST TRUST VALUE LINE DVDMF Closed and MF Open View history and evidence | $7.16M | 2.67% | 176.56K shares | — | ↗▾ | |
| 07 | SPSMSS SPDR P S&P 600 SMALL CAPMF Closed and MF Open View history and evidence | $7.03M | 2.62% | 166.69K shares | — | ↗▾ | |
| 08 | SPTISS SPDR P INT TERM TSY ETFMF Closed and MF Open View history and evidence | $6.90M | 2.58% | 241.65K shares | — | ↗▾ | |
| 09 | AAPLAPPLE INC View history and evidence | $6.70M | 2.50% | 34.82K shares | — | ↗▾ | |
| 10 | USMVISHARES MSCI USA MIN VOL FACMF Closed and MF Open View history and evidence | $6.54M | 2.44% | 83.78K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 37
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 46436E882 ISHARES IBONDS | Non-derivative | — | — | SEC filing ↗ | |
| 46434VAX8 ISHARES IBONDS | Non-derivative | — | — | SEC filing ↗ | |
| FTGC FIRST TRUST GLOBAL TACTICAL | Non-derivative | — | — | SEC filing ↗ |
3 / 37 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1779040 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Feb 1, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 267888777
}Research all 879 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.