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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
SLYGSpdr Series
Recent Activity
Decreased -8.6%
0.27%
$883,348
9,777 shares@ $90.35 avg price
DEDeere & Co
Recent Activity
Decreased -3.15%
0.25%
$819,861
1,935 shares@ $423.71 avg price
MAMastercard Inc
Recent Activity
Decreased -8.17%
0.24%
$803,635
1,527 shares@ $526.29 avg price
PFGPrincipal Financial
Recent Activity
Decreased -1.94%
0.24%
$780,601
10,084 shares@ $77.41 avg price
XOMExxon Mobil
Recent Activity
Decreased -0.84%
0.23%
$747,283
6,947 shares@ $107.57 avg price
VZVerizon Communications
Recent Activity
Decreased -9.25%
0.2%
$645,628
16,145 shares@ $39.99 avg price
EPDEnterprise Products
Recent Activity
Decreased -3.39%
0.19%
$625,071
19,932 shares@ $31.37 avg price
USMVIshares Msci
Recent Activity
Decreased -27.62%
0.17%
$565,790
6,373 shares@ $88.78 avg price
IJRIshares Core
Recent Activity
Decreased -4.64%
0.17%
$565,507
4,909 shares@ $115.2 avg price
CVSCvs Health
Recent Activity
Decreased -14.67%
0.17%
$545,052
12,142 shares@ $44.89 avg price