Sign In
test

Samira Kadam

Psi Advisors, Llc

Assets Managed
$417.506M
Holdings
156
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
4.87%(2Q avg: 3.72%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Psi Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 156 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 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 417.506M in assets, with a quarterly growth rate of 4.87% and a 2-quarter average growth rate of 3.72%. The portfolio is managed by Samira Kadam, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -7.16%
11.52%
$48.056M
83,261 shares@ $577.18 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 3.44%
11.46%
$47.83M
624,896 shares@ $76.54 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Increased 5.7%
6.99%
$29.148M
524,994 shares@ $55.53 avg price
KNG
Ft Vest S&p 500 Dvd Arst Trg
Recent Activity
Increased 17.81%
5.93%
$24.723M
507,545 shares@ $48.71 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Increased 2.57%
4.18%
$17.443M
278,817 shares@ $62.56 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 6.6%
3.93%
$16.405M
233,762 shares@ $70.19 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -13.84%
3.9%
$16.249M
481,155 shares@ $33.78 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 10.01%
2.91%
$12.114M
204,562 shares@ $59.22 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Increased 3.23%
2.45%
$10.203M
258,753 shares@ $39.44 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 119.76%
2.28%
$9.51M
103,775 shares@ $91.65 avg price

1-10 of 156