Pks Advisory Services, LLC Reduced Holdings in Q3 2025

Pks Advisory Services, LLC

  • $479 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-11.3K
- 43.17%
$82.38 - $83.0 $934K - $941K
14.9K $1.24B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-8.1K
- 28.72%
$78.96 - $80.04 $640K - $649K
20.1K $1.61B
XLE
Energy Sector Spdr

ETFs
-7.71K
- 70.07%
$84.25 - $91.99 $649K - $709K
3.29K $294M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-13.2K
- 43.89%
$52.55 - $54.37 $696K - $720K
16.9K $916M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-9.54K
- 29.41%
$55.61 - $57.37 $531K - $548K
22.9K $1.31B
T
At&T Inc.

Communication Services
-19.1K
- 41.92%
$26.94 - $29.62 $515K - $566K
26.5K $748M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-12.5K
- 11.53%
$45.26 - $46.63 $565K - $582K
95.8K $4.43B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-11.1K
- 21.11%
$55.15 - $58.11 $614K - $647K
41.6K $2.39B
SPSB
Spdr Portfolio Short Term Corp

ETFs
-9.06K
- 24.1%
$30.02 - $30.29 $272K - $275K
28.6K $804M
SYK
Stryker Corp

Healthcare
-827
- 32.92%
$368.57 - $403.53 $305K - $334K
1.69K $623M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.27K
- 6.33%
$97.75 - $100.75 $320K - $330K
48.4K $4.86B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.62K
- 10.05%
$72.57 - $74.72 $190K - $195K
23.4K $1.74B
FDL
First Tr Morningstar Dividend

ETFs
-3.59K
- 7.64%
$41.96 - $44.59 $151K - $160K
43.4K $1.88B
HAWX
Ishares Tr Currency Hedged Msc

ETFs
-7.15K
- 27.52%
$34.83 - $37.81 $249K - $270K
18.8K $712M
IEMG
Ishares Inc

ETFs
-3.97K
- 42.67%
N/A
5.33K $352M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.36K
- 6.02%
$107.66 - $112.36 $254K - $265K
36.8K $4.1B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-2.3K
- 14.19%
$49.32 - $50.93 $113K - $117K
13.9K $704M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.33K
- 11.6%
$92.18 - $95.14 $122K - $126K
10.1K $963M
BMY
Bristol Myers Squibb CO

Healthcare
-236
- 4.1%
$43.31 - $48.98 $10.2K - $11.6K
5.52K $249M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.81K
- 24.87%
$25.67 - $27.21 $72.2K - $76.5K
8.49K $229M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.24K
- 4.86%
$26.38 - $27.95 $138K - $146K
103K $2.8B
VZ
Verizon Communications Inc

Communication Services
-693
- 3.17%
$40.84 - $45.06 $28.3K - $31.2K
21.2K $931M
VNQ
Vanguard Specialized Funds Van

ETFs
-616
- 18.08%
$88.47 - $93.24 $54.5K - $57.4K
2.79K $255M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-651
- 12.1%
$61.56 - $66.95 $40.1K - $43.6K
4.73K $316M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-2.03K
- 5.15%
$25.21 - $25.99 $51.2K - $52.8K
37.4K $967M
First Tr Exchng Traded Fd Vi
-1.96K
- 22.21%
N/A
6.86K $278M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-879
- 27.05%
$93.41 - $104.11 $82.1K - $91.5K
2.37K $244M
PFE
Pfizer Inc

Healthcare
-1.42K
- 10.91%
$23.29 - $25.88 $33.1K - $36.8K
11.6K $296M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-3.17K
- 22.58%
$10.85 - $11.41 $34.4K - $36.1K
10.9K $122M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-732
- 7.88%
$45.6 - $46.92 $33.4K - $34.3K
8.55K $400M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-622
- 1.44%
$101.12 - $106.18 $62.9K - $66K
42.5K $4.38B
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
-3K
- 21.43%
N/A
11K $79.5M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-1.61K
- 12.39%
$10.62 - $11.43 $17.1K - $18.4K
11.4K $130M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.32K
- 14.37%
$46.61 - $49.24 $61.4K - $64.8K
7.85K $386M
HEFA
Ishares Currency Hedged Msci E

ETFs
-752
- 10.59%
$37.2 - $39.61 $28K - $29.8K
6.35K $251M
KMI
Kinder Morgan, Inc.

Energy
-94
- 0.59%
$26.23 - $28.5 $2.47K - $2.68K
16K $452M
TFLO
Ishares Treasury Floating Rate

ETFs
-97
- 1.64%
$50.45 - $50.65 $4.89K - $4.91K
5.83K $295M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-554
- 4.46%
$14.12 - $14.91 $7.82K - $8.26K
11.9K $177M
PM
Philip Morris International Inc.

Consumer Defensive
-37
- 1.11%
$157.77 - $183.27 $5.84K - $6.78K
3.3K $536M
EXI
Ishares Global Industrials ETF

ETFs
-533
- 15.99%
$164.53 - $172.75 $87.7K - $92.1K
2.8K $484M
First Tr Exchng Traded Fd Vi
-619
- 7.53%
N/A
7.6K $279M
BA
Boeing CO

Industrials
-436
- 19.55%
$209.79 - $237.38 $91.5K - $103K
1.79K $387M
RVT
Royce Value Trust, Inc.

Financial Services
-1.92K
- 9.37%
$14.94 - $16.5 $28.7K - $31.7K
18.6K $300M
First Tr Exchng Traded Fd Vi
-396
- 5.27%
N/A
7.12K $289M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-206
- 3.3%
$42.04 - $45.23 $8.66K - $9.32K
6.04K $273M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-12.2K
- 87.49%
$132.9 - $142.03 $1.63M - $1.74M
1.75K $247M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-600
- 10.67%
$77.92 - $81.94 $46.8K - $49.2K
5.02K $411M
NEE
Nextera Energy Inc

Utilities
-73
- 0.91%
$69.77 - $77.54 $5.09K - $5.66K
7.91K $597M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-8.03K
- 22.62%
$79.52 - $89.63 $639K - $720K
27.5K $2.45B
Activity Summary
Buys All Purchases 162 New Holdings 39 Increased Positions 123 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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