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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
QCOMQualcomm Inc
Recent Activity
Decreased -0.78%
0.09%
$272,079
1,772 shares@ $153.55 avg price
MRKMerck & Company
Recent Activity
Decreased -3.8%
0.08%
$264,343
2,658 shares@ $99.46 avg price
BMYBristol Myers
Recent Activity
Decreased -23.52%
0.08%
$257,270
4,550 shares@ $56.55 avg price
SLBSchlumberger Ltd
Recent Activity
Decreased -17.05%
0.08%
$242,271
6,319 shares@ $38.35 avg price
IEPIcahn Enterprises
Recent Activity
Decreased -14.96%
0.07%
$232,330
26,795 shares@ $8.68 avg price
SLYVSpdr Series
Recent Activity
Decreased -12.94%
0.06%
$184,274
2,112 shares@ $87.26 avg price
VIGVanguard Dividend
Recent Activity
Decreased -5.83%
0.06%
$180,164
920 shares@ $195.84 avg price
BRK.BBerkshire Hathaway
Recent Activity
Decreased -5.54%
0.06%
$177,686
392 shares@ $453.29 avg price
GSGoldman Sachs
Recent Activity
Decreased -6.07%
0.05%
$167,818
294 shares@ $570.81 avg price
BABoeing Company
Recent Activity
Decreased -24.49%
0.05%
$158,178
894 shares@ $176.94 avg price