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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
DGROIshares Core
Recent Activity
Decreased -3.66%
3.3%
$11.107M
181,065 shares@ $61.34 avg price
AAPLApple Inc
Recent Activity
Decreased -0.93%
2.28%
$7.673M
30,643 shares@ $250.41 avg price
SHYIshares 1-3yr
Recent Activity
Decreased -20.05%
2.02%
$6.782M
82,729 shares@ $81.99 avg price
ETEnergy Transfer
Recent Activity
Decreased -3.44%
1.53%
$5.137M
262,219 shares@ $19.6 avg price
XLRESelect Sector
Recent Activity
Decreased -1.61%
1.33%
$4.463M
109,742 shares@ $40.67 avg price
BILSpdr Bloomberg
Recent Activity
Decreased -6.23%
0.88%
$2.964M
32,420 shares@ $91.43 avg price
TSLATesla Inc
Recent Activity
Decreased -4.57%
0.84%
$2.81M
6,959 shares@ $403.85 avg price
IVVIshares Core
Recent Activity
Decreased -4.86%
0.76%
$2.545M
4,324 shares@ $588.58 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -2.04%
0.58%
$1.954M
10,321 shares@ $189.29 avg price
IJTIshares S&p
Recent Activity
Decreased -10.19%
0.58%
$1.947M
14,384 shares@ $135.37 avg price