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
VIG
Vanguard Dividend Appreciation

ETFs
127
+ 10.09%
N/A
1.39K $269M
LMT
Lockheed Martin Corp

Industrials
118
+ 14.79%
$423.19 - $506.29 $49.9K - $59.7K
916 $409M
OKE
Oneok Inc

Energy
161
+ 7.99%
$89.57 - $109.85 $14.4K - $17.7K
2.18K $216M
UNP
Union Pacific Corp

Industrials
22
+ 2.35%
$225.21 - $254.42 $4.95K - $5.6K
960 $227M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
96
+ 6.4%
$507.05 - $563.67 $48.7K - $54.1K
1.6K $820M
MUB
Ishares National Muni Bond ETF

ETFs
117
+ 4.25%
$104.71 - $107.69 $12.3K - $12.6K
2.87K $302M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
563
+ 9.93%
$121.0 - $142.28 $68.1K - $80.1K
6.23K $776M
XAR
Spdr S&P Aerospace & Defense E

ETFs
93
+ 7.24%
$157.71 - $180.77 $14.7K - $16.8K
1.38K $221M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3
+ 0.08%
$73.78 - $76.59 $221 - $230
4K $306M
VO
Vanguard Mid Cap ETF

ETFs
47
+ 4.32%
$251.87 - $277.95 $11.8K - $13.1K
1.14K $294M
VOT
Vanguard Mid Cap Growth Index

ETFs
136
+ 4.33%
$237.72 - $276.98 $32.3K - $37.7K
3.28K $802M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
165
+ 10.17%
$192.82 - $222.1 $31.8K - $36.6K
1.79K $345M
OVLH
Listed Fds Tr Overlay Shs Hedg

ETFs
401
+ 3.64%
$32.96 - $35.07 $13.2K - $14.1K
11.4K $379M
PFE
Pfizer Inc

Healthcare
849
+ 6.96%
$25.01 - $27.13 $21.2K - $23K
13K $327M
PRF
Invesco Exchange Traded Fd Tr

ETFs
66
+ 1.07%
$39.4 - $42.61 $2.6K - $2.81K
6.24K $252M
TFLO
Ishares Treasury Floating Rate

ETFs
39
+ 0.66%
$50.48 - $50.68 $1.97K - $1.98K
5.93K $300M
KMPR
Kemper Corp

Financial Services
17
+ 0.49%
$62.81 - $69.5 $1.07K - $1.18K
3.52K $235M
HD
Home Depot, Inc.

Consumer Cyclical
139
+ 6.11%
$347.25 - $424.87 $48.3K - $59.1K
2.41K $884M
PEP
Pepsico Inc

Consumer Defensive
21
+ 1.4%
$142.64 - $156.42 $3K - $3.28K
1.52K $226M
EPI
Wisdomtree Tr India Earnings F

ETFs
933
+ 3.4%
$40.08 - $45.85 $37.4K - $42.8K
28.4K $1.24B
TM
Toyota Motor Corp

Consumer Cyclical
145
+ 8.81%
$176.53 - $195.35 $25.6K - $28.3K
1.79K $316M
GS
Goldman Sachs Group Inc

Financial Services
15
+ 3.19%
$524.81 - $672.19 $7.87K - $10.1K
485 $265M
QUAL
Ishares Msci Usa Quality Facto

ETFs
80
+ 2.69%
$168.16 - $186.21 $13.5K - $14.9K
3.05K $521M
KEY
Keycorp

Financial Services
336
+ 2.69%
$15.15 - $18.3 $5.09K - $6.15K
12.8K $205M
RVT
Royce Value Trust, Inc.

Financial Services
1.19K
+ 6.14%
$14.07 - $16.68 $16.7K - $19.8K
20.5K $290M
CSCO
Cisco Systems, Inc.

Technology
727
+ 7.59%
$58.74 - $64.87 $42.7K - $47.2K
10.3K $550M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.67K
+ 9.42%
$80.08 - $92.93 $134K - $155K
19.4K $1.56B
VBK
Vanguard Small Cap Growth ETF

ETFs
288
+ 8.83%
$247.97 - $296.33 $71.4K - $85.3K
3.55K $894M
SOXX
Ishares Semiconductor ETF

ETFs
92
+ 6.84%
$188.17 - $235.81 $17.3K - $21.7K
1.44K $270M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
12.1K
+ 638.63%
$126.11 - $135.06 $1.53M - $1.63M
14K $221M
CARR
Carrier Global Corp

Industrials
30
+ 0.61%
$62.07 - $70.55 $1.86K - $2.12K
4.93K $312M
PNC
Pnc Financial Services Group, Inc.

Financial Services
60
+ 3.24%
$168.84 - $202.89 $10.1K - $12.2K
1.91K $332M
RYT
Invesco S&P 500 Equal Weight T

ETFs
115
+ 1.2%
N/A
9.66K $330M
CHY
Calamos Convertible & High Income Fund

Financial Services
337
+ 2.16%
$10.1 - $12.0 $3.4K - $4.04K
15.9K $161M
TSLA
Tesla, Inc.

Consumer Cyclical
875
+ 46.79%
$222.15 - $428.22 $194K - $375K
2.75K $718M
CTM
Castellum, Inc.
1
+ 0.0%
$0.65 - $1.77 $0.65 - $1.77
42.2K $44.8M
CMI
Cummins Inc

Industrials
35
+ 2.39%
$312.92 - $386.07 $11K - $13.5K
1.5K $469M
ORCL
Oracle Corp

Technology
24
+ 1.12%
$139.81 - $186.47 $3.36K - $4.48K
2.17K $305M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
127
+ 0.89%
$51.45 - $58.51 $6.53K - $7.43K
14.4K $744M
TGT
Target Corp

Consumer Defensive
9
+ 0.44%
$103.65 - $142.5 $933 - $1.28K
2.07K $216M
DIS
Walt Disney CO

Communication Services
353
+ 4.19%
$96.87 - $114.0 $34.2K - $40.2K
8.78K $865M
IJS
Ishares S&P Smallcap 600 Value

ETFs
585
+ 4.24%
$96.3 - $112.23 $56.3K - $65.7K
14.4K $1.4B
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 0.87%
$890.62 - $1076.86 $8.02K - $9.69K
1.05K $991M
IYW
Ishares Dj Us Tech ETF

ETFs
30
+ 0.48%
$140.44 - $166.79 $4.21K - $5K
6.33K $889M
WSM
Williams Sonoma Inc

Consumer Cyclical
20
+ 0.44%
$158.1 - $217.71 $3.16K - $4.35K
4.57K $722M
VTI
Vanguard Total Stock Market Et

ETFs
223
+ 1.5%
$271.18 - $303.12 $60.5K - $67.6K
15.1K $4.15B
GOOG
Alphabet Inc.

Communication Services
358
+ 5.41%
$156.06 - $207.71 $55.9K - $74.4K
6.98K $1.09B
IWM
Ishares Russell 2000 ETF

ETFs
57
+ 0.62%
$198.1 - $229.79 $11.3K - $13.1K
9.2K $1.83B
MSFT
Microsoft Corp

Technology
285
+ 3.54%
$375.39 - $447.2 $107K - $127K
8.33K $3.14B
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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