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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
CIENCiena Corp
Recent Activity
Decreased -1.15%
0.17%
$542,446
6,396 shares@ $84.82 avg price
DUKDuke Energy
Recent Activity
Decreased -10.51%
0.17%
$540,093
5,013 shares@ $107.74 avg price
PGProcter & Gamble
Recent Activity
Decreased -8.17%
0.16%
$536,600
3,201 shares@ $167.64 avg price
EZMWisdomtree U S
Recent Activity
Decreased -2.74%
0.15%
$504,146
8,065 shares@ $62.52 avg price
FPEFirst Trust
Recent Activity
Decreased -7.14%
0.15%
$491,353
27,760 shares@ $17.71 avg price
OKEOneok Inc
Recent Activity
Decreased -1.04%
0.15%
$474,390
4,725 shares@ $100.4 avg price
SUNSunoco Ltd
Recent Activity
Decreased -3.81%
0.15%
$473,283
9,201 shares@ $51.44 avg price
UBERUber Technologies
Recent Activity
Decreased -1.56%
0.14%
$452,584
7,503 shares@ $60.33 avg price
LOWLowes Companies
Recent Activity
Decreased -39.23%
0.13%
$419,842
1,702 shares@ $246.68 avg price
SPYSpdr S&p
Recent Activity
Decreased -10.61%
0.13%
$419,121
716 shares@ $585.37 avg price