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
FGRO
Fidelity Covington Tr

ETFs
9.1K
New
N/A
9.1K $202M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
15.7K
New
$12.04 - $13.32 $189K - $209K
15.7K $197M
PM
Philip Morris International Inc.

Consumer Defensive
491
+ 17.23%
$117.15 - $158.79 $57.5K - $78K
3.34K $537M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
7.62K
+ 27.45%
$23.87 - $24.35 $182K - $185K
35.4K $848M
V
Visa Inc.

Financial Services
231
+ 8.46%
$306.92 - $362.71 $70.9K - $83.8K
2.96K $1.04B
MRK
Merck & Co., Inc.

Healthcare
2.39K
+ 57.94%
$83.01 - $101.02 $199K - $242K
6.53K $566M
Ge Vernova Inc
571
+ 67.18%
N/A
1.42K $434M
Peakstone Realty Trust
10.5K
New
N/A
10.5K $133M
RTX
Raytheon Technologies Corp

Industrials
140
+ 2.42%
$114.1 - $135.66 $16K - $19K
5.93K $786M
CGGR
Capital Group Growth ETF Shs C

ETFs
6.33K
+ 17.92%
$33.98 - $39.84 $215K - $252K
41.6K $1.43B
IDU
Ishares Tr U S Utils ETF

ETFs
1.9K
+ 70.44%
$95.33 - $102.77 $181K - $195K
4.6K $466M
AMGN
Amgen Inc

Healthcare
96
+ 6.1%
$258.59 - $327.36 $24.8K - $31.4K
1.67K $519M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.03K
+ 23.43%
$81.62 - $96.63 $165K - $196K
10.7K $889M
MO
Altria Group, Inc.

Consumer Defensive
426
+ 4.6%
$50.81 - $60.02 $21.6K - $25.6K
9.69K $582M
FXU
First Tr Exchange Traded Fd Ut

ETFs
650
+ 2.95%
$37.42 - $41.14 $24.3K - $26.7K
22.7K $932M
INTC
Intel Corp

Technology
2.95K
+ 27.17%
$19.1 - $27.39 $56.3K - $80.8K
13.8K $312M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
315
+ 3.51%
$408.78 - $448.82 $129K - $141K
9.3K $3.9B
IEMG
Ishares Inc

ETFs
1.43K
+ 18.23%
N/A
9.29K $502M
ELV
Elevance Health, Inc.

Healthcare
294
+ 46.52%
$365.9 - $436.25 $108K - $128K
926 $324M
JPIB
Jpmorgan International Bond Op

ETFs
1.72K
+ 16.33%
$46.97 - $48.35 $80.6K - $83K
12.2K $586M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.17K
+ 5.83%
$24.73 - $25.62 $53.7K - $55.7K
39.4K $1.01B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
816
+ 18.87%
$117.4 - $131.02 $95.8K - $107K
5.14K $616M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
177
+ 1.57%
$87.68 - $94.52 $15.5K - $16.7K
11.5K $1.07B
LQD
Ishares Iboxx $ Investment Gra

ETFs
24
+ 0.06%
$105.1 - $109.61 $2.52K - $2.63K
39.2K $4.25B
WM
Waste Management Inc

Industrials
125
+ 9.89%
$200.54 - $233.78 $25.1K - $29.2K
1.39K $322M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
2
+ 0.01%
$27.51 - $30.68 $55 - $61.4
39.8K $1.17B
CVX
Chevron Corp

Energy
78
+ 3.46%
$146.71 - $167.97 $11.4K - $13.1K
2.33K $389M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.53K
+ 12.03%
$32.49 - $37.99 $147K - $172K
42.2K $1.41B
IWD
Ishares Russell 1000 Val ETF

ETFs
234
+ 5.89%
$182.82 - $196.21 $42.8K - $45.9K
4.21K $791M
JPM
Jpmorgan Chase & CO

Financial Services
96
+ 1.88%
$225.19 - $279.95 $21.6K - $26.9K
5.22K $1.28B
AFL
Aflac Inc

Financial Services
149
+ 3.58%
$100.99 - $111.19 $15K - $16.6K
4.31K $479M
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.88K
+ 17.7%
$39.02 - $42.89 $73.2K - $80.4K
12.5K $491M
RSG
Republic Services, Inc.

Industrials
4
+ 0.36%
$200.09 - $242.16 $800 - $969
1.1K $267M
BMY
Bristol Myers Squibb CO

Healthcare
384
+ 7.15%
$53.9 - $63.11 $20.7K - $24.2K
5.76K $349M
XLI
Industrial Sector Spdr

ETFs
340
+ 5.72%
$128.78 - $141.67 $43.8K - $48.2K
6.29K $824M
SPTL
Spdr Portfolio Long Term Treas

ETFs
927
+ 8.93%
$25.54 - $27.64 $23.7K - $25.6K
11.3K $306M
FBT
First Trust Nyse Arca Biotechn

ETFs
155
+ 10.26%
$164.86 - $182.19 $25.6K - $28.2K
1.67K $283M
FDVV
Fidelity High Dividend ETF

ETFs
664
+ 15.06%
$48.86 - $52.28 $32.4K - $34.7K
5.07K $252M
SYK
Stryker Corp

Healthcare
1
+ 0.04%
$355.18 - $399.9 $355 - $400
2.51K $935M
QCOM
Qualcomm Inc

Technology
211
+ 10.12%
$151.94 - $175.86 $32.1K - $37.1K
2.3K $351M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
924
+ 9.61%
$64.88 - $72.1 $59.9K - $66.6K
10.5K $693M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
535
+ 6.62%
$62.72 - $71.92 $33.6K - $38.5K
8.62K $543M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.52K
+ 14.05%
$16.57 - $18.85 $91.4K - $104K
44.8K $744M
OTIS
Otis Worldwide Corp

Industrials
15
+ 0.62%
$90.77 - $104.01 $1.36K - $1.56K
2.45K $253M
FTSL
First Trust Senior Ln Fund

ETFs
659
+ 13.12%
$45.65 - $46.48 $30.1K - $30.6K
5.68K $259M
PG
Procter & Gamble CO

Consumer Defensive
130
+ 7.41%
$158.56 - $176.26 $20.6K - $22.9K
1.89K $321M
VGT
Vanguard Information Technolog

ETFs
189
+ 21.21%
$542.38 - $646.34 $103K - $122K
1.08K $581M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
342
+ 3.82%
$44.72 - $46.25 $15.3K - $15.8K
9.29K $428M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
103
+ 1.95%
$65.44 - $70.64 $6.74K - $7.28K
5.38K $368M
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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