Pks Advisory Services, LLC Incresed Positions in Q1 2025

Pks Advisory Services, LLC

  • $365 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
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
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.54K
+ 15.71%
$71.17 - $73.66 $252K - $260K
26K $1.91B
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
PLTR
Palantir Technologies Inc.

Technology
2.09K
+ 66.68%
$64.98 - $124.62 $136K - $261K
5.23K $464M
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
BK
Bank Of New York Mellon Corp

Financial Services
323
+ 1.23%
$75.42 - $88.95 $24.4K - $28.7K
26.5K $2.23B
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
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
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
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