Pks Advisory Services, LLC Purchases in Q4 2024

Pks Advisory Services, LLC

  • $400 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
2.83K
New
$143.34 - $165.86 $406K - $470K
2.83K $436M
AFL
Aflac Inc

Financial Services
4.16K
New
$100.37 - $115.27 $417K - $479K
4.16K $430M
FMB
First Tr Exchange Traded Fd Ii

ETFs
18.9K
New
$50.62 - $52.07 $956K - $984K
18.9K $430M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
9.62K
New
$43.61 - $45.3 $420K - $436K
9.62K $429M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
9.46K
New
$43.84 - $48.76 $415K - $461K
9.46K $416M
MRK
Merck & Co., Inc.

Healthcare
4.13K
New
$96.31 - $114.76 $398K - $474K
4.13K $411M
IEMG
Ishares Inc

ETFs
7.86K
New
N/A
7.86K $410M
AMGN
Amgen Inc

Healthcare
1.57K
New
$258.78 - $328.31 $407K - $516K
1.57K $410M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
47.5K
New
$8.51 - $9.15 $404K - $434K
47.5K $408M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.94K
New
$45.07 - $47.1 $403K - $421K
8.94K $404M
BA
Boeing CO

Industrials
2.25K
New
$138.14 - $180.72 $310K - $406K
2.25K $397M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
5.65K
New
$70.31 - $77.39 $397K - $437K
5.65K $397M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.64K
New
$238.25 - $261.28 $390K - $427K
1.64K $396M
LMT
Lockheed Martin Corp

Industrials
798
New
$479.66 - $614.62 $383K - $490K
798 $388M
OVLH
Listed Fds Tr Overlay Shs Hedg

ETFs
11K
New
$33.52 - $35.17 $370K - $388K
11K $376M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
6.07K
New
$59.74 - $60.03 $363K - $364K
6.07K $363M
ORCL
Oracle Corp

Technology
2.15K
New
$165.41 - $192.43 $355K - $413K
2.15K $357M
RYT
Invesco S&P 500 Equal Weight T

ETFs
9.55K
New
N/A
9.55K $357M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.85K
New
$178.39 - $215.0 $330K - $398K
1.85K $357M
IDU
Ishares Tr U S Utils ETF

ETFs
2.7K
New
$94.65 - $105.73 $255K - $285K
2.7K $356M
HEFA
Ishares Currency Hedged Msci E

ETFs
9.65K
New
$34.42 - $35.88 $332K - $346K
9.65K $355M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
5.28K
New
$64.85 - $73.04 $342K - $385K
5.28K $345M
PM
Philip Morris International Inc.

Consumer Defensive
2.85K
New
$118.38 - $133.06 $337K - $379K
2.85K $343M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.62K
New
$198.04 - $221.51 $321K - $360K
1.62K $342M
Sila Realty Trust Inc
13.8K
New
N/A
13.8K $335M
CARR
Carrier Global Corp

Industrials
4.9K
New
$66.69 - $82.65 $326K - $405K
4.9K $334M
First Tr Exchng Traded Fd Vi
9K
New
N/A
9K $330M
CVX
Chevron Corp

Energy
2.26K
New
$141.15 - $162.53 $318K - $367K
2.26K $327M
PFE
Pfizer Inc

Healthcare
12.2K
New
$24.8 - $30.19 $302K - $368K
12.2K $324M
TPL
Texas Pacific Land Corp

Energy
290
New
$915.49 - $1730.0 $265K - $502K
290 $322M
QCOM
Qualcomm Inc

Technology
2.09K
New
$150.4 - $178.04 $314K - $371K
2.09K $320M
TM
Toyota Motor Corp

Consumer Cyclical
1.65K
New
$169.2 - $199.52 $278K - $328K
1.65K $320M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
13.8K
New
$22.39 - $23.45 $309K - $323K
13.8K $317M
VNQ
Vanguard Specialized Funds Van

ETFs
3.5K
New
$87.85 - $98.6 $307K - $345K
3.5K $312M
RVT
Royce Value Trust, Inc.

Financial Services
19.3K
New
$15.15 - $16.9 $293K - $327K
19.3K $306M
BMY
Bristol Myers Squibb CO

Healthcare
5.37K
New
$51.92 - $59.94 $279K - $322K
5.37K $304M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4K
New
$74.5 - $78.37 $298K - $313K
4K $299M
TFLO
Ishares Treasury Floating Rate

ETFs
5.89K
New
$50.37 - $50.63 $297K - $298K
5.89K $297M
PG
Procter & Gamble CO

Consumer Defensive
1.76K
New
$161.05 - $179.7 $283K - $315K
1.76K $294M
MUB
Ishares National Muni Bond ETF

ETFs
2.75K
New
$105.78 - $108.7 $291K - $299K
2.75K $293M
SOXX
Ishares Semiconductor ETF

ETFs
1.35K
New
$211.27 - $239.8 $284K - $323K
1.35K $290M
VO
Vanguard Mid Cap ETF

ETFs
1.09K
New
$261.5 - $284.63 $285K - $310K
1.09K $288M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.48K
New
$51.54 - $52.55 $282K - $288K
5.48K $283M
Ge Vernova Inc
850
New
N/A
850 $280M
TGT
Target Corp

Consumer Defensive
2.06K
New
$121.59 - $160.69 $251K - $332K
2.06K $279M
SPTL
Spdr Portfolio Long Term Treas

ETFs
10.4K
New
$26.05 - $29.17 $270K - $303K
10.4K $272M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.7K
New
$100.16 - $100.7 $270K - $272K
2.7K $271M
GS
Goldman Sachs Group Inc

Financial Services
470
New
$486.1 - $608.57 $228K - $286K
470 $269M
First Tr Exchng Traded Fd Vi
7.92K
New
N/A
7.92K $267M
Activity Summary
Buys All Purchases 249 New Holdings 249 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pks Advisory Services, LLC Portfolio

Follow Pks Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pks Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pks Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email