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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
MOATVaneck Morningstar
Recent Activity
Increased 12.06%
1.25%
$4.184M
45,120 shares@ $92.73 avg price
PREFPrincipal Spectrum
Recent Activity
Increased 1.27%
1.21%
$4.047M
217,448 shares@ $18.61 avg price
AMZNAmazon Com
Recent Activity
Increased 0.02%
1.19%
$4.001M
18,239 shares@ $219.4 avg price
IBMNIshares Ibonds
Recent Activity
Increased 91.99%
1.11%
$3.738M
140,461 shares@ $26.62 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
SPYVSpdr Portfolio
Recent Activity
Increased 1.23%
0.83%
$2.773M
54,224 shares@ $51.15 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.51%
0.79%
$2.643M
6,271 shares@ $421.41 avg price
IVVIshares Core
Recent Activity
Decreased -4.86%
0.76%
$2.545M
4,324 shares@ $588.58 avg price
LLYEli Lilly
Recent Activity
Increased 11.25%
0.75%
$2.497M
3,235 shares@ $772.0 avg price