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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
IBDQIshares Ibonds
Recent Activity
Decreased -1.86%
0.51%
$1.71M
68,255 shares@ $25.05 avg price
SPTISpdr Intermediate
Recent Activity
Decreased -1.31%
0.45%
$1.504M
53,956 shares@ $27.88 avg price
IJHIshares Core
Recent Activity
Decreased -10.86%
0.44%
$1.483M
23,794 shares@ $62.31 avg price
IBMOIshares Ibonds
Recent Activity
Decreased -5.37%
0.39%
$1.3M
51,074 shares@ $25.46 avg price
METAMeta Platforms
Recent Activity
Decreased -0.9%
0.38%
$1.276M
2,180 shares@ $585.41 avg price
CCitigroup Inc
Recent Activity
Decreased -4.53%
0.38%
$1.275M
18,107 shares@ $70.4 avg price
IBTGIshares Ibonds
Recent Activity
Decreased -19.01%
0.35%
$1.171M
51,358 shares@ $22.82 avg price
SWKSSkyworks Solutions
Recent Activity
Decreased -17.23%
0.34%
$1.137M
12,822 shares@ $88.68 avg price
QQQMInvesco Nasdaq
Recent Activity
Decreased -1.39%
0.33%
$1.099M
5,224 shares@ $210.46 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -5.22%
0.3%
$988,491
3,410 shares@ $289.89 avg price