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
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
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
NVDA
Nvidia Corp

Technology
1.93K
+ 7.62%
$106.98 - $149.43 $206K - $288K
27.2K $2.95B
AMZN
Amazon Com Inc

Consumer Cyclical
11
+ 0.06%
$190.26 - $242.06 $2.09K - $2.66K
18.3K $3.48B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.59K
+ 3.25%
$57.21 - $65.8 $548K - $631K
304K $17.7B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
597
+ 0.55%
$39.97 - $48.7 $23.9K - $29.1K
110K $4.38B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.09K
+ 2.43%
$468.34 - $539.52 $510K - $588K
45.9K $21.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.1K
+ 0.66%
$102.49 - $119.96 $113K - $132K
169K $17.7B
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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