0001606587-20-000688.txt : 20200515 0001606587-20-000688.hdr.sgml : 20200515 20200515130808 ACCESSION NUMBER: 0001606587-20-000688 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PSI Advisors, LLC CENTRAL INDEX KEY: 0001779040 IRS NUMBER: 814230782 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19925 FILM NUMBER: 20883129 BUSINESS ADDRESS: STREET 1: 13059 W. LINEBAUGH AVE STREET 2: SUITE 102 CITY: TAMPA STATE: FL ZIP: 33626 BUSINESS PHONE: 8134440337 MAIL ADDRESS: STREET 1: 13059 W. LINEBAUGH AVE STREET 2: SUITE 102 CITY: TAMPA STATE: FL ZIP: 33626 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001779040 XXXXXXXX 03-31-2020 03-31-2020 false PSI Advisors, LLC

13059 W. Linebaugh Ave Suite 102 Tampa FL 33626

13F HOLDINGS REPORT 028-19925 N Michele DelSordo 813-444-0337 Michele DelSordo Tampa FL 05-14-2020 0 107 108727 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COMPANY COM 88579Y101 283 2075 SH SOLE NONE 0 0 2075 ALPHABET INC CAP STK CL C 02079K107 309 266 SH SOLE NONE 0 0 266 ALPS ALERIAN ALERIAN MLP 00162Q866 145 42270 SH SOLE NONE 0 0 42270 AMAZON COM COM 023135106 1460 749 SH SOLE NONE 0 0 749 APPLE INC COM 037833100 2312 9092 SH SOLE NONE 0 0 9092 AT&T INC COM 00206R102 567 19475 SH SOLE NONE 583 0 18892 AURORA CANNABIS COM 05156X108 26 28732 SH SOLE NONE 0 0 28732 BERKSHIRE HATHAWAY CL B NEW 084670702 285 1561 SH SOLE NONE 0 0 1561 BLOOMIN BRANDS INC COM 094235108 1942 272 SH SOLE NONE 0 0 272 BOEING CO COM 097023105 211 1421 SH SOLE NONE 0 0 1421 BP PLC SPONSORED ADR 055622104 518 21264 SH SOLE NONE 0 0 21264 BRISTOL MYERS COM 110122108 497 8917 SH SOLE NONE 0 0 8917 CARDINAL HEALTH COM 14149Y108 403 8425 SH SOLE NONE 0 0 8425 CATERPILLAR INC COM 149123101 816 7035 SH SOLE NONE 0 0 7035 CHEVRON CORP COM 166764100 217 3007 SH SOLE NONE 155 0 2851 CIENA CORP COM NEW 171779309 304 7650 SH SOLE NONE 0 0 7650 CISCO SYSTEMS COM 17275R102 1707 43430 SH SOLE NONE 0 0 43430 COCA COLA COMPANY COM 191216100 272 6151 SH SOLE NONE 407 0 5743 COLONY CAPITAL CL A COM 19626G108 83 47493 SH SOLE NONE 0 0 47493 CORENERGY INFRASTRUCTURE COM NEW 21870U502 233 12725 SH SOLE NONE 0 0 12725 CVS HEALTH COM 126650100 1469 24773 SH SOLE NONE 0 0 24773 DEERE & CO COM 244199105 302 2190 SH SOLE NONE 0 0 2190 DOCUSIGN INC COM 256163106 666 7218 SH SOLE NONE 0 0 7218 DOMINION ENERGY COM 25746U109 205 2853 SH SOLE NONE 0 0 2853 DUKE ENERGY COM NEW 26441C204 561 6945 SH SOLE NONE 0 0 6945 ELI LILLY COM 532457108 419 3023 SH SOLE NONE 0 0 3023 ENERGY TRANSFER COM UT LTD PTN 29273V100 676 147995 SH SOLE NONE 1000 0 146995 EXXON MOBIL COM 30231G102 272 7164 SH SOLE NONE 227 0 6936 FACEBOOK INC CL A 30303M102 303 1819 SH SOLE NONE 0 0 1819 FIRST TRUST SHS 336917109 256 11467 SH SOLE NONE 0 0 11467 FIRST TRUST SHS 33734H106 1978 71484 SH SOLE NONE 0 0 71484 FIRST TRUST PFD SECS INC ETF 33739E108 502 30647 SH SOLE NONE 0 0 30647 FORD MOTOR COM 345370860 122 25282 SH SOLE NONE 0 0 25282 GENERAL ELECTRIC COM 369604103 303 38254 SH SOLE NONE 100 0 38153 GENERAL MILLS COM 370334104 523 9922 SH SOLE NONE 0 0 9922 GILEAD SCIENCES COM 375558103 724 9685 SH SOLE NONE 0 0 9685 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 274 7237 SH SOLE NONE 0 0 7237 HEALTHPEAK PPTYS COM 42250P103 301 12632 SH SOLE NONE 0 0 12632 HOME DEPOT COM 437076102 674 3614 SH SOLE NONE 0 0 3614 INTEL CORP COM 458140100 603 11141 SH SOLE NONE 0 0 11141 INVESCO DB OIL FD 46140H403 93 15210 SH SOLE NONE 0 0 15210 INVESCO QQQ UNIT SER 1 46090E103 13841 72716 SH SOLE NONE 0 0 72716 INVESCO S&P S&P500 PUR GWT 46137V266 999 9983 SH SOLE NONE 0 0 9983 INVESCO S&P S&P MDCP MOMNTUM 46137V464 1164 23713 SH SOLE NONE 0 0 23713 INVESCO S&P S&P SMLCP LOW 46138G102 354 10712 SH SOLE NONE 0 0 10712 ISHARES CORE CORE S&P TTL STK 464287150 294 5223 SH SOLE NONE 0 0 5223 ISHARES CORE CORE S&P500 ETF 464287200 10752 41768 SH SOLE NONE 157 0 41611 ISHARES CORE CORE S&P MCP ETF 464287507 3377 23608 SH SOLE NONE 179 0 23429 ISHARES CORE CORE S&P SCP ETF 464287804 3510 62845 SH SOLE NONE 344 0 62501 ISHARES CORE CORE HIGH DV ETF 46429B663 351 4916 SH SOLE NONE 0 0 4916 ISHARES CORE US VALUE CORE S&P US VLU 464287663 6095 132 SH SOLE NONE 132 0 0 ISHARES EDGE MSCI MIN VOL ETF 46429B697 2301 42806 SH SOLE NONE 200 0 42606 ISHARES EDGE EDGE MSCI USA VL 46432F388 339 5386 SH SOLE NONE 0 0 5386 ISHARES INTL INTL SEL DIV ETF 464288448 459 20315 SH SOLE NONE 0 0 20315 ISHARES MSCI MSCI EAFE ETF 464287465 319 5976 SH SOLE NONE 0 0 5976 ISHARES S&P CORE S&P US GWT 464287671 211 3785 SH SOLE NONE 86 0 3699 ISHARES S&P S&P 500 GRWT ETF 464287309 1642 9949 SH SOLE NONE 0 0 9949 ISHARES S&P S&P 500 VAL ETF 464287408 1403 14582 SH SOLE NONE 0 0 14582 ISHARES S&P S&P MC 400GR ETF 464287606 262 1471 SH SOLE NONE 0 0 1471 ISHARES S&P S&P MC 400VL ETF 464287705 277 2528 SH SOLE NONE 0 0 2528 ISHARES S&P S&P SML 600 GWT 464287887 3112 22575 SH SOLE NONE 0 0 22575 JOHNSON & JOHNSON COM 478160104 629 4798 SH SOLE NONE 136 0 4662 JPMORGAN CHASE COM 46625H100 348 3870 SH SOLE NONE 0 0 3870 LOCKHEED MARTIN COM 539830109 243 718 SH SOLE NONE 0 0 718 LOWES COMPANIES COM 548661107 265 3084 SH SOLE NONE 0 0 3084 MAGELLAN MIDSTREAM COM UNIT RP LP 559080106 524 14373 SH SOLE NONE 0 0 14373 MASTERCARD INC CL A 57636Q104 238 988 SH SOLE NONE 0 0 988 MCDONALDS CORP COM 580135101 208 1262 SH SOLE NONE 0 0 1262 MERCK & COMPANY COM 58933Y105 522 6795 SH SOLE NONE 0 0 6795 MICROSOFT CORP COM 594918104 1101 6985 SH SOLE NONE 0 0 6985 NABORS INDUSTRIES SHS G6359F103 17 45712 SH SOLE NONE 0 0 45712 NETFLIX INC COM 64110L106 311 829 SH SOLE NONE 0 0 829 OMEGA HEALTHCARE COM 681936100 314 11843 SH SOLE NONE 0 0 11843 PACER TRENDPILOT TRENDP US LAR CP 69374H105 263 9772 SH SOLE NONE 0 0 9772 PFIZER INC COM 717081103 721 22091 SH SOLE NONE 0 0 22091 PLYMOUTH INDUSTRIAL COM 729640102 354 32504 SH SOLE NONE 750 0 31754 PRINCIPAL ACTIVE ACTV INCM ETF 74255Y102 706 21885 SH SOLE NONE 0 0 21885 PRINCIPAL FINANCIAL COM 74251V102 462 14766 SH SOLE NONE 0 0 14766 PRINCIPAL SPECTRUM SPECTRUM PFD 74255Y888 969 11047 SH SOLE NONE 0 0 11047 PROCTER & GAMBLE COM 742718109 536 4874 SH SOLE NONE 222 0 4652 SCHLUMBERGER LTD COM 806857108 166 12365 SH SOLE NONE 0 0 12365 SCHWAB US US LCAP GR ETF 808524300 373 4683 SH SOLE NONE 0 0 4683 SOUTHERN COMPANY COM 842587107 1372 25354 SH SOLE NONE 0 0 25354 SPDR PORTFOLIO PORTFOLIO S&P500 78464A854 270 9491 SH SOLE NONE 366 0 9125 SPDR S&P TR UNIT 78462F103 490 1903 SH SOLE NONE 0 0 1903 SPDR SERIES S&P DIVID ETF 78464A763 3950 49468 SH SOLE NONE 0 0 49468 SPDR WELLS WELLS FG PFD ETF 78464A292 1063 27125 SH SOLE NONE 0 0 27125 SUNOCO LTD COM UT REP LP 86765K109 228 14612 SH SOLE NONE 0 0 14612 TARGET CORP COM 87612E106 1026 11046 SH SOLE NONE 214 0 10831 TORTOISE ENERGY COM 89147L100 335 131384 SH SOLE NONE 423 0 130961 VANGUARD MID MID CAP ETF 922908629 270 2058 SH SOLE NONE 0 0 2058 VANGUARD REAL REAL ESTATE ETF 922908553 3553 50875 SH SOLE NONE 0 0 50875 VEREIT INC COM 92339V100 512 104817 SH SOLE NONE 0 0 104817 VERIZON COMMUNICATIONS COM 92343V104 615 11449 SH SOLE NONE 0 0 11449 VIACOMCBS INC CL B 92556H206 211 15084 SH SOLE NONE 0 0 15084 VODAFONE GROUP SPONSORED ADR 92857W308 213 15541 SH SOLE NONE 0 0 15541 WALMART INC COM 931142103 821 7228 SH SOLE NONE 0 0 7228 WALT DISNEY COM DISNEY 254687106 951 9852 SH SOLE NONE 0 0 9852 WELLS FARGO COM 949746101 663 23130 SH SOLE NONE 0 0 23130 WELLS FARGO WF UTILITIES INC 94987E109 387 35646 SH SOLE NONE 0 0 35646 WILLIAMS COS COM 969457100 457 32340 SH SOLE NONE 0 0 32340 WISDOMTREE EMERGING EMER MKT HIGH FD 97717W315 207 6434 SH SOLE NONE 0 0 6434 WISDOMTREE U S US HIGH DIVIDEND 97717W208 740 13084 SH SOLE NONE 0 0 13084 WISDOMTREE U S US LARGECAP DIVD 97717W307 306 3788 SH SOLE NONE 0 0 3788 WISDOMTREE U S US MIDCAP DIVID 97717W505 1958 81056 SH SOLE NONE 0 0 81056 WISDOMTREE U S US SMALLCAP FUND 97717W562 1608 72653 SH SOLE NONE 616 0 72037 WISDOMTREE U S US MIDCAP FUND 97717W570 2373 90371 SH SOLE NONE 539 0 89832