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Christina Duncan

@Psi Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$336.998MTotal holdings892
Assets growth rate-1.28%Assets growth rate (2-Q avg)3.38%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Psi Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 892 positions.

Assets under management

The assets under management (AUM) of Psi Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 336.998M in assets, with a quarterly growth rate of -1.28% and a 2-quarter average growth rate of 3.38%. The portfolio is managed by Christina Duncan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPLGSpdr Portfolio
Recent Activity
Increased 2.2%
10.45%
$35.215M
510,805 shares@ $68.95 avg price
QQQInvesco Qqq
Recent Activity
Increased 2.42%
9.64%
$32.47M
63,514 shares@ $511.23 avg price
JEPQJp Morgan
Recent Activity
Increased 12.62%
5.65%
$19.021M
337,379 shares@ $56.38 avg price
KNGFirst Trust
Recent Activity
Increased 22.33%
4.2%
$14.152M
281,859 shares@ $50.22 avg price
COWZPacer Us
Recent Activity
Increased 5.15%
4.16%
$13.989M
247,678 shares@ $56.48 avg price
BUFRFirst Trust
Recent Activity
Increased 5.97%
3.71%
$12.471M
409,275 shares@ $30.47 avg price
DGROIshares Core
Recent Activity
Decreased -3.66%
3.3%
$11.107M
181,065 shares@ $61.34 avg price
SPMDSpdr Portfolio
Recent Activity
Increased 2.11%
3.01%
$10.122M
185,071 shares@ $54.7 avg price
CALFPacer U S
Recent Activity
Increased 6.16%
2.35%
$7.893M
179,357 shares@ $44.01 avg price
AAPLApple Inc
Recent Activity
Decreased -0.93%
2.28%
$7.673M
30,643 shares@ $250.41 avg price