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Psi Advisors, LLC
PSI Advisors, LLC is an independent Registered Investment Adviser (RIA) headquartered in Tampa, Florida. Founded in October 2016 by Eric Damien Eaton, the firm provides investment advisory services through a network of independent investment adviser representatives, serving individual investors (including high net worth individuals), pension and profit-sharing plans, charitable organizations, and small businesses. As of March 2025, PSI Advisors, LLC employs 22 people, primarily investment professionals and brokers, and manages almost $700 million in client assets.
Investment Strategy
PSI Advisors, LLC delivers independent and objective advice with a focus on serving individual investors and business owners. The firm primarily employs a personalized and client-centric approach: it tailors portfolios to client goals and risk profiles, provides ongoing account reviews, and offers access to a variety of programs through its independent network of adviser representatives. PSI Advisors does not sponsor pooled investment vehicles; its asset base is primarily from individual and high net worth clients, managed on a discretionary basis. The firm stresses trust, transparency, and long-term financial independence for its clients.
Latest 13F Filing Activity
Psi Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 98 equity positions with a total 13F market value of $204M. The fund increased holdings in SPDR Portfolio, SPDR Intermediate, Principal U S Small Cap Etf among other positions. Psi Advisors, LLC reduced exposure to Invesco QQQ Trust, J P Morgan Nasdaq EQT PRM Inc. Etf, First Trust among others.
Top Holdings
Equity Positions (98)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR PORTFOLIO | 20.81% | $42.4M | 583,010 | $50.20 | $72.69 | +$8.1M |
C COWZ | PACER US | 7.67% | $15.6M | 283,443 | $54.44 | $55.10 | +$1.6M |
D DGRO | ISHARES CORE | 6.51% | $13.3M | 207,343 | $51.23 | $63.94 | +$1.9M |
S SPMD | SPDR PORTFOLIO S&P 400 MID CAP ETF | 5.17% | $10.5M | 193,557 | $46.01 | $54.38 | +$703.2K |
S SPTI | SPDR INTERMEDIATE | 4.47% | $9.1M | 316,243 | $28.71 | $28.77 | +$7.5M |
Industry Allocation
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