Pks Advisory Services, LLC Purchases in Q1 2025

Pks Advisory Services, LLC

  • $365 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
84.9K
New
$32.13 - $33.82 $2.73M - $2.87M
84.9K $2.75B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
76.2K
+ 240.91%
$27.01 - $28.54 $2.06M - $2.17M
108K $2.87B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
17.6K
+ 165.17%
$77.7 - $78.94 $1.37M - $1.39M
28.2K $2.53B
Pimco ETF Tr
62.4K
+ 100.26%
N/A
125K $3.29B
AVEM
American Centy ETF Tr Avantis

ETFs
22.4K
New
$57.11 - $62.4 $1.28M - $1.4M
22.4K $1.35B
META
Meta Platforms, Inc.

Communication Services
2.28K
+ 118.91%
$576.36 - $736.67 $1.31M - $1.68M
4.19K $2.42B
FEX
First Tr Large Cap Core Alphde

ETFs
29.5K
+ 430.76%
$99.27 - $109.89 $2.93M - $3.24M
36.3K $1.98B
IEFA
Ishares Tr

ETFs
12.6K
+ 25.7%
$69.57 - $78.65 $874K - $988K
61.5K $4.67B
AFMC
First Tr Exchange Traded Fd Vi

ETFs
34.3K
New
$29.5 - $33.51 $1.01M - $1.15M
34.3K $1.04B
Fidelity Covington Trust
34K
New
N/A
34K $1.04B
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.1K
New
$85.29 - $92.57 $862K - $935K
10.1K $920M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6.95K
+ 399.66%
$114.57 - $118.14 $797K - $822K
8.69K $1.03B
XOM
Exxon Mobil Corp

Energy
6.71K
+ 68.82%
$105.44 - $118.93 $708K - $798K
16.5K $1.86B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.42K
+ 55.87%
$81.83 - $82.73 $771K - $779K
26.3K $2.17B
Fidelity Covington Trust
28K
+ 100.95%
N/A
55.8K $1.64B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
771
+ 21.13%
$442.66 - $534.52 $341K - $412K
4.42K $2.34B
SPSB
Spdr Portfolio Short Term Corp

ETFs
19.1K
+ 103.29%
$29.82 - $30.1 $570K - $575K
37.6K $1.13B
GLD
Spdr Gold Trust

ETFs
969
+ 15.9%
$243.19 - $288.14 $236K - $279K
7.06K $2.05B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.85K
+ 10.34%
$95.85 - $99.25 $465K - $481K
51.7K $5.11B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.5K
+ 203.85%
$100.34 - $100.68 $552K - $554K
8.2K $826M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
8.77K
+ 41.0%
$50.82 - $52.7 $446K - $462K
30.2K $1.58B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.66K
+ 9.28%
$97.38 - $104.52 $357K - $383K
43.1K $4.41B
T
At&T Inc.

Communication Services
7.76K
+ 20.5%
$21.56 - $28.28 $167K - $219K
45.6K $1.29B
RDVY
First Trust Rising Dividend Ac

ETFs
6.8K
+ 35.74%
$57.22 - $63.39 $389K - $431K
25.8K $1.51B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.81K
New
$48.06 - $53.73 $376K - $420K
7.81K $381M
LOW
Lowes Companies Inc

Consumer Cyclical
1.54K
New
$222.66 - $268.42 $343K - $413K
1.54K $358M
VTV
Vanguard Value ETF

ETFs
2.06K
+ 64.19%
$167.73 - $179.21 $346K - $369K
5.27K $898M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
11.6K
+ 41.01%
$50.25 - $55.9 $584K - $650K
40K $1.85B
IVV
Ishares Core S&P 500 ETF

ETFs
4.01K
+ 5.58%
$554.06 - $615.85 $2.22M - $2.47M
75.9K $42.7B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.24K
+ 5.08%
$44.41 - $45.98 $232K - $241K
108K $4.94B
First Tr Exchng Traded Fd Vi
8.16K
New
N/A
8.16K $303M
MU
Micron Technology Inc

Technology
3.4K
New
$86.89 - $109.38 $296K - $372K
3.4K $296M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.54K
+ 15.71%
$71.17 - $73.66 $252K - $260K
26K $1.91B
First Tr Exchng Traded Fd Vi
7.52K
New
N/A
7.52K $276M
JPIE
J P Morgan Exchange Traded Fd
5.81K
New
$45.46 - $46.18 $264K - $268K
5.81K $267M
HYDB
Ishares Tr Edge High Yield Def

ETFs
5.48K
New
$46.82 - $47.8 $256K - $262K
5.48K $258M
VZ
Verizon Communications Inc

Communication Services
3.37K
+ 18.2%
$37.81 - $46.49 $127K - $157K
21.9K $991M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
10.4K
+ 13.06%
$29.34 - $31.31 $305K - $326K
90.1K $2.68B
DELL
Dell Technologies Inc.

Technology
2.5K
New
$90.34 - $124.66 $226K - $311K
2.5K $228M
PLTR
Palantir Technologies Inc.

Technology
2.09K
+ 66.68%
$64.98 - $124.62 $136K - $261K
5.23K $464M
VDE
Vanguard Energy ETF

ETFs
1.74K
New
$119.14 - $132.76 $208K - $232K
1.74K $226M
MCI
Barings Corporate Investors

Financial Services
9.61K
New
$19.89 - $25.0 $191K - $240K
9.61K $225M
CTAS
Cintas Corp

Industrials
1.09K
New
$182.09 - $208.14 $199K - $228K
1.09K $225M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.56K
+ 42.27%
$49.25 - $50.66 $225K - $231K
15.4K $762M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.16K
+ 26.75%
N/A
15K $1.31B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
150
New
$1187.71 - $1432.58 $178K - $215K
150 $215M
BK
Bank Of New York Mellon Corp

Financial Services
323
+ 1.23%
$75.42 - $88.95 $24.4K - $28.7K
26.5K $2.23B
AEP
American Electric Power CO Inc

Utilities
1.93K
New
$90.32 - $109.27 $175K - $211K
1.93K $211M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
333
New
$634.14 - $744.83 $211K - $248K
333 $211M
Activity Summary
Buys All Purchases 156 New Holdings 24 Increased Positions 132 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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