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
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
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
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
First Tr Exchng Traded Fd Vi
298
+ 3.76%
N/A
8.22K $272M
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
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