PSI Advisors, LLC

CIK 0001779040 • 6 13F filings • Apr 21, 2025 – Aug 3, 2026

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Filer information

Filed by: PSI Advisors, LLC, Compliance Consultant
Address: 13059 W. LINEBAUGH AVE, SUITE 102, TAMPA, FL, 33626
Phone: 7209961035
AUM: $398.1M

AUM over time

$430.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $417.5M128 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	Common Stock	$809K	0.2%Prev: 0.3%	3,718 SH	Decreased-384 SH
ACRES COMMER	PREFERRED STOCK	$384K	0.1%	17,716 SH	New
ADOBE INC	Common Stock	$413K	0.1%Prev: 0.3%	1,700 SH	Decreased-329 SH
ADVANCED MICRO	Common Stock	$865K	0.2%Prev: 0.3%	4,254 SH	Increased-4,110 SH
ALPHABET INC	Common Stock	$2.6M	0.6%Prev: 0.5%	9,042 SH	Increased-942 SH
AMAZON COM	Common Stock	$2.1M	0.5%Prev: 0.4%	9,887 SH	Increased+3,821 SH
AMETEK INC	Common Stock	$1.2M	0.3%	5,734 SH	New
APPLE INC	Common Stock	$7.8M	1.9%Prev: 2.0%	30,565 SH	Increased+2,306 SH
ARMOUR RESIDENTI	PREFERRED STOCK	$380K	0.1%	18,765 SH	New
ATLANTICUS H	PREFERRED STOCK	$577K	0.1%	26,408 SH	New
BLACKROCK HIGH YIELD INSTL	NTF BOND FUNDS	$72K	0.0%	10,250 SH	New
BOEING COMPANY	Common Stock	$210K	0.1%Prev: 0.0%	1,057 SH	Increased+592 SH
BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF	UIT EXCHANGE TRADED	$229K	0.1%	4,990 SH	New
BROADCOM INC	Common Stock	$238K	0.1%Prev: 0.0%	768 SH	Increased+68 SH
CATERPILLAR INC	Common Stock	$1.2M	0.3%Prev: 0.2%	1,685 SH	Increased-195 SH
CHEVRON CORP	Common Stock	$1.3M	0.3%Prev: 0.5%	6,503 SH	Decreased-2,355 SH
CHIMERA INVESTME	PREFERRED DEBT	$271K	0.1%	13,240 SH	New
CIENA CORP	Common Stock	$2.5M	0.6%Prev: 0.1%	6,326 SH	Increased-70 SH
CISCO SYSTEMS	Common Stock	$251K	0.1%Prev: 0.1%	3,231 SH	Increased-305 SH
CITIGROUP INC	Common Stock	$460K	0.1%Prev: 0.1%	4,052 SH	Increased-728 SH
CONOCOPHILLIPS	Common Stock	$254K	0.1%Prev: 0.1%	1,921 SH	Increased-212 SH
DEERE & CO	Common Stock	$1.3M	0.3%Prev: 0.4%	2,250 SH	Increased-55 SH
DUKE ENERGY	Common Stock	$338K	0.1%Prev: 0.1%	2,583 SH	Increased-22 SH
ELI LILLY	Common Stock	$4.7M	1.1%Prev: 0.9%	5,135 SH	Increased+1,687 SH
ENERGY TRANSFER	Oil & Gas, Real Estate and REIT	$4.1M	1.0%Prev: 1.5%	212,710 SH	Decreased-28,065 SH
ENTERPRISE PRODUCTS	Oil & Gas, Real Estate and REIT	$651K	0.2%Prev: 0.2%	17,204 SH	Increased-1,310 SH
EXXON MOBIL	Common Stock	$1.0M	0.2%Prev: 0.3%	5,977 SH	Increased-498 SH
FEDERATED HERMES STRATEGIC VALUE DIV IS	EQUITY FUNDS	$115K	0.0%	16,630 SH	New
FEDEX CORP	Common Stock	$228K	0.1%Prev: 0.1%	641 SH	Decreased-459 SH
FIRST TRUST	MF Closed and MF Open	$63.4M	15.2%Prev: 12.1%	1,729,629 SH	Increased+739,834 SH
FORD MOTOR CO	PREFERRED DEBT	$249K	0.1%	11,859 SH	New
FT VEST LADDERED BUFFER ETF	UIT EXCHANGE TRADED	$419K	0.1%	12,397 SH	New
GENERAL MILLS	Common Stock	$255K	0.1%Prev: 0.1%	6,850 SH	Increased+3,250 SH
GLOBAL X	MF Closed and MF Open	$2.5M	0.6%Prev: 0.4%	100,065 SH	Increased+50,007 SH
HOME DEPOT	Common Stock	$704K	0.2%Prev: 0.2%	2,142 SH	Increased+435 SH
ICAHN ENTERPRISES	Common Stock	$139K	0.0%Prev: 0.1%	18,356 SH	Decreased-2,827 SH
INTL BUSINESS	Common Stock	$523K	0.1%Prev: 0.2%	2,159 SH	Increased+246 SH
INVESCO NASDAQ	MF Closed and MF Open	$744K	0.2%Prev: 0.3%	3,131 SH	Decreased-1,987 SH
INVESCO QQQ	MF Closed and MF Open	$47.7M	11.4%Prev: 9.8%	82,565 SH	Increased+18,110 SH
INVESCO QQQ TR	UIT EXCHANGE TRADED	$402K	0.1%	696 SH	New
INVESCO S&P	MF Closed and MF Open	$9.2M	2.2%Prev: 2.3%	78,604 SH	Increased+3,782 SH
ISHARES CORE	MF Closed and MF Open	$22.1M	5.3%Prev: 4.8%	277,396 SH	Increased+68,578 SH
ISHARES CORE UNIVERSAL USD BOND ETF	UIT EXCHANGE TRADED	$247K	0.1%	5,353 SH	New
ISHARES EXPANDED	MF Closed and MF Open	$1.1M	0.3%	14,347 SH	New
ISHARES GLOBAL	MF Closed and MF Open	$1.9M	0.5%Prev: 0.0%	33,435 SH	Increased+33,248 SH
ISHARES IBONDS	MF Closed and MF Open	$18.3M	4.4%Prev: 5.0%	759,068 SH	Increased+130,978 SH
ISHARES INTL	MF Closed and MF Open	$1.0M	0.2%Prev: 0.1%	24,219 SH	Increased+14,900 SH
ISHARES MBS ETF	UIT EXCHANGE TRADED	$224K	0.1%Prev: 0.1%	2,357 SH	Increased+700 SH
ISHARES S&P	MF Closed and MF Open	$2.2M	0.5%Prev: 0.7%	15,034 SH	Increased-1,511 SH
ISHARES S&P 500 GROWTH ETF	UIT EXCHANGE TRADED	$205K	0.0%Prev: 0.0%	1,813 SH	Increased+1,105 SH
ISHARES S&P 500 VALUE ETF	UIT EXCHANGE TRADED	$252K	0.1%Prev: 0.0%	1,194 SH	Increased+925 SH
ISHARES SEMICONDUCTOR	MF Closed and MF Open	$705K	0.2%Prev: 0.2%	2,146 SH	Increased-577 SH
ISHARES SILVER	Common Stock	$248K	0.1%Prev: 0.0%	3,637 SH	Increased+799 SH
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	UIT EXCHANGE TRADED	$204K	0.0%	3,506 SH	New
ISHARES U.S. TREASURY BOND ETF	UIT EXCHANGE TRADED	$236K	0.1%	10,321 SH	New
JOHNSON & JOHNSON	Common Stock	$519K	0.1%Prev: 0.1%	2,122 SH	Increased-204 SH
JPMORGAN	MF Closed and MF Open	$29.1M	7.0%Prev: 6.6%	524,994 SH	Increased+132,975 SH
JPMORGAN CHASE	Common Stock	$1.3M	0.3%Prev: 0.3%	4,451 SH	Increased+284 SH
LOCKHEED MARTIN	Common Stock	$291K	0.1%Prev: 0.1%	482 SH	Increased+12 SH
LOWES COMPANIES	Common Stock	$353K	0.1%Prev: 0.1%	1,492 SH	Increased+130 SH
MASTERCARD INC	Common Stock	$666K	0.2%Prev: 0.2%	1,332 SH	Decreased-56 SH
MCDONALDS CORP	Common Stock	$1.3M	0.3%Prev: 0.3%	4,296 SH	Increased+1,357 SH
MERCK & COMPANY	Common Stock	$219K	0.1%Prev: 0.0%	1,818 SH	Increased+422 SH
META PLATFORMS	Common Stock	$1.1M	0.3%Prev: 0.3%	1,875 SH	Increased+498 SH
MICRON TECHNOLOGY INC	Common Stock	$439K	0.1%Prev: 0.1%	1,300 SH	Increased-1,641 SH
MICROSOFT CORP	Common Stock	$2.4M	0.6%Prev: 0.6%	6,517 SH	Increased+1,209 SH
NAVIENT CORP	PREFERRED DEBT	$469K	0.1%	26,026 SH	New
NEOS NASDAQ	MF Closed and MF Open	$5.1M	1.2%	103,342 SH	New
NEOS RUSSELL	MF Closed and MF Open	$241K	0.1%	5,082 SH	New
NEOS S&P	MF Closed and MF Open	$221K	0.1%	4,486 SH	New
NETFLIX INC	Common Stock	$462K	0.1%Prev: 0.0%	4,806 SH	Increased+4,743 SH
NNN REIT	Common Stock	$539K	0.1%Prev: 0.1%	12,826 SH	Increased+6,766 SH
NUVEEN PREFERRED INCOME	CLOSED END MUTL FUND	$120K	0.0%Prev: 0.1%	15,861 SH	Decreased-3,566 SH
NVIDIA CORP	Common Stock	$3.6M	0.9%Prev: 0.6%	20,629 SH	Increased+2,676 SH
NYLI MACKAY SHORT DURATION HIGH INC CL I	BOND FUNDS	$107K	0.0%	11,485 SH	New
ONEOK INC	Common Stock	$251K	0.1%Prev: 0.1%	2,777 SH	Decreased-1,820 SH
ORACLE CORP	Common Stock	$1.1M	0.3%Prev: 0.0%	7,706 SH	Increased+6,781 SH
PACER ARISTOTOLE	MF Closed and MF Open	$2.9M	0.7%	61,947 SH	New
PACER GLOBAL	MF Closed and MF Open	$226K	0.1%	4,879 SH	New
PACER METAURUS	MF Closed and MF Open	$776K	0.2%	19,341 SH	New
PACER U S	MF Closed and MF Open	$7.4M	1.8%Prev: 2.1%	164,120 SH	Increased-11,018 SH
PACER US	MF Closed and MF Open	$17.4M	4.2%Prev: 4.6%	278,817 SH	Increased+21,376 SH
PALANTIR TECHNOLOGIES	Common Stock	$618K	0.1%Prev: 0.1%	4,225 SH	Increased-378 SH
PFIZER INC	Common Stock	$399K	0.1%Prev: 0.2%	14,205 SH	Decreased-8,759 SH
PIMCO INCOME INSTL	BOND FUNDS	$165K	0.0%	15,332 SH	New
PITNEY BOWES INC	PREFERRED DEBT	$454K	0.1%	23,620 SH	New
PRINCIPAL FINANCIAL	Common Stock	$1.4M	0.3%Prev: 0.3%	15,069 SH	Increased+4,708 SH
PRINCIPAL SPECTRUM	MF Closed and MF Open	$5.3M	1.3%Prev: 1.5%	283,605 SH	Increased+29,371 SH
PRINCIPAL U.S. SMALL-CAPETF	UIT EXCHANGE TRADED	$792K	0.2%	13,819 SH	New
PRINCIPAL US	MF Closed and MF Open	$7.8M	1.9%	136,742 SH	New
PROCTER & GAMBLE	Common Stock	$249K	0.1%Prev: 0.1%	1,727 SH	Decreased+81 SH
PROSHARES S&P	MF Closed and MF Open	$443K	0.1%Prev: 0.1%	5,121 SH	Increased-45 SH
SCHWAB PRIME ADVANTAGE MONEY INVESTOR	SCHWAB NON-SWEEP MMF	$277K	0.1%	276,901 SH	New
SCHWAB U.S. AGGREGATE BOND ETF	UIT EXCHANGE TRADED	$348K	0.1%	15,006 SH	New
SCHWAB US TREASURY MONEY INVESTOR	SCHWAB NON-SWEEP MMF	$1.2M	0.3%	1,218,656 SH	New
SERITAGE GROWTH	PREFERRED STOCK	$433K	0.1%	18,596 SH	New
SLB LTD	Common Stock	$240K	0.1%	4,677 SH	New
SOUTHERN COMPANY	Common Stock	$503K	0.1%Prev: 0.2%	5,214 SH	Increased-126 SH
STARBUCKS CORP	Common Stock	$265K	0.1%Prev: 0.1%	2,957 SH	Decreased+101 SH
STATE STREET	MF Closed and MF Open	$85.0M	20.4%	1,197,977 SH	New
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	UIT EXCHANGE TRADED	$220K	0.1%	4,465 SH	New
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF	UIT EXCHANGE TRADED	$1.0M	0.2%	16,956 SH	New
STATE STREET SPDR PORTFOLIO S&P 500 ETF	UIT EXCHANGE TRADED	$1.2M	0.3%	15,373 SH	New
STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF	UIT EXCHANGE TRADED	$795K	0.2%	8,121 SH	New
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF	UIT EXCHANGE TRADED	$533K	0.1%	9,423 SH	New
STATE STREET UTILITIES SELECT SECTOR SPDR ETF	UIT EXCHANGE TRADED	$278K	0.1%	6,052 SH	New
SUNOCO LTD	Common Stock	$572K	0.1%Prev: 0.2%	8,801 SH	Increased-409 SH
SWEETGREEN INC	Common Stock	$70K	0.0%Prev: 0.1%	13,429 SH	Decreased-1,450 SH
TARGET CORP	Common Stock	$645K	0.2%Prev: 0.2%	5,320 SH	Decreased-988 SH
TESLA INC	Common Stock	$1.3M	0.3%Prev: 0.2%	3,461 SH	Increased+689 SH
TORM PLC	Common Stock	$1.6M	0.4%Prev: 0.3%	57,737 SH	Increased+5,710 SH
TORTOISE ENERGY	MF Closed and MF Open	$249K	0.1%	4,988 SH	New
TRITON INTER	PREFERRED STOCK	$413K	0.1%	18,379 SH	New
UBER TECHNOLOGIES	Common Stock	$885K	0.2%Prev: 0.2%	12,298 SH	Increased+4,231 SH
UNITEDHEALTH GROUP	Common Stock	$386K	0.1%Prev: 0.1%	1,428 SH	Increased+1,046 SH
VALLEY NATIONAL	Common Stock	$375K	0.1%Prev: 0.0%	30,500 SH	Increased+15,250 SH
VANECK GOLD	MF Closed and MF Open	$239K	0.1%Prev: 0.1%	2,602 SH	Decreased-5,000 SH
VANECK MORNINGSTAR	MF Closed and MF Open	$4.3M	1.0%Prev: 1.2%	44,369 SH	Increased+3,926 SH
VANGUARD 500 INDEX ADMIRAL	EQUITY FUNDS	$229K	0.1%Prev: 0.1%	380 SH	Increased
VANGUARD VALUE INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$348K	0.1%	1,774 SH	New
VERIZON COMMUNICATIONS	Common Stock	$1.3M	0.3%Prev: 0.3%	26,499 SH	Increased+8,780 SH
VIA RENEWA	PREFERRED STOCK	$259K	0.1%	10,078 SH	New
WALMART INC	Common Stock	$1.6M	0.4%Prev: 0.1%	13,051 SH	Increased+8,101 SH
WALT DISNEY	Common Stock	$212K	0.1%Prev: 0.1%	2,204 SH	Decreased+3 SH
WHIRLPOOL CORP	Common Stock	$352K	0.1%Prev: 0.2%	6,525 SH	Decreased+88 SH
WISDOMTREE MORTGAGE PLUSBOND FUND	UIT EXCHANGE TRADED	$392K	0.1%	8,872 SH	New
WISDOMTREE U S	MF Closed and MF Open	$850K	0.2%Prev: 0.3%	13,449 SH	Decreased-5,042 SH
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND	UIT EXCHANGE TRADED	$557K	0.1%	12,808 SH	New

Sold (vs prior filing)

100000TH PUBLIX SUPER MAFLORIDA — $9
3D SYSTEMS — $212
3M COMPANY — $77K
AB SUSTAINABLE GLOBAL THEMATIC A — $1K
ABBOTT LABORATORIES — $134K
ACADIA PHARMACEUTICAL — $10K
ACCENTURE PLC — $1K
ACQUIRERS SMALL — $14K
ADVANCE AUTO PTS INC — $9K
ADVANCED MICRO DEVIC — $41K
AEGON LTD — $659
AEROVIRONMENT INC — $12K
AFLAC INC — $2K
AGNC INVESTMENT — $33K
AGREE REALTY — $77
AIR PRODUCTS — $4K
ALAUNOS THERAPEUTICS — $9
ALBEMARLE CORP — $25K
ALDEYRA THERAPEUTICS — $4K
ALERIAN MLP — $74K
… and 644 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0001779040-26-000001	$398.1M	View
Nov 12, 2025	Q3 2025	13F-HR	0001779040-25-000007	$388.2M	View
Aug 3, 2026	Q2 2026