Pks Advisory Services, LLC Reduced Holdings in Q1 2025

Pks Advisory Services, LLC

  • $365 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-924
- 1.29%
$92.45 - $106.69 $85.4K - $98.6K
71K $6.57B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-10.1K
- 62.39%
$169.43 - $182.84 $1.71M - $1.85M
6.09K $1.06B
AAPL
Apple Inc.

Technology
-136
- 0.23%
$209.68 - $247.1 $28.5K - $33.6K
58.5K $13B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-36.5K
- 72.3%
$42.5 - $46.71 $1.55M - $1.71M
14K $634M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-39.1K
- 79.74%
$29.41 - $31.79 $1.15M - $1.24M
9.92K $296M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-30.4K
- 72.04%
$34.08 - $35.99 $1.04M - $1.09M
11.8K $405M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-15.6K
- 22.86%
$53.6 - $58.97 $838K - $922K
52.8K $2.89B
GOOGL
Alphabet Inc.

Communication Services
-1.33K
- 9.44%
$154.33 - $206.19 $206K - $275K
12.8K $1.98B
IVE
Ishares S&P 500 Value ETF

ETFs
-3.5K
- 21.04%
$185.78 - $198.58 $650K - $694K
13.1K $2.5B
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-7K
- 37.22%
$70.83 - $76.62 $496K - $536K
11.8K $838M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-658
- 13.53%
$522.96 - $601.18 $344K - $396K
4.21K $2.24B
FSMD
Fidelity Covington Tr Small Mi

ETFs
-11.4K
- 60.73%
$38.04 - $43.22 $434K - $493K
7.37K $289M
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
-9.53K
- 59.79%
$48.91 - $52.91 $466K - $504K
6.41K $322M
OMFL
Invesco Exchange Traded Self I

ETFs
-8.16K
- 59.63%
$52.19 - $57.45 $426K - $469K
5.52K $294M
XLK
Technology Sector Spdr

ETFs
-730
- 6.55%
$206.38 - $242.18 $151K - $177K
10.4K $2.15B
AVGO
Broadcom Inc.

Technology
-688
- 14.72%
$167.43 - $244.7 $115K - $168K
3.99K $667M
BX
Blackstone Inc.

Financial Services
-9
- 0.07%
$136.53 - $186.74 $1.23K - $1.68K
12.5K $1.74B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-1.24K
- 3.39%
$68.07 - $78.99 $84.7K - $98.3K
35.5K $2.42B
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-10.3K
- 44.37%
$34.28 - $36.43 $353K - $375K
12.9K $447M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-2.96K
- 51.78%
$96.88 - $111.25 $287K - $329K
2.76K $275M
SPYG
Spdr Portfolio

ETFs
-2.04K
- 23.75%
$80.05 - $92.39 $163K - $188K
6.54K $525M
OEF
Ishares S&P 100 ETF

ETFs
-587
- 18.12%
N/A
2.65K $718M
USEP
Innovator U.S. Equity Ultra Bu
-5.89K
- 42.4%
N/A
8K $275M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-363
- 21.47%
$360.07 - $417.26 $131K - $151K
1.33K $480M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-1.51K
- 31.67%
$82.77 - $101.84 $125K - $153K
3.25K $275M
ETN
Eaton Corp PLC

Industrials
-54
- 3.23%
$271.83 - $371.23 $14.7K - $20K
1.62K $440M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-159
- 5.08%
$161.27 - $192.3 $25.6K - $30.6K
2.97K $480M
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.55K
- 26.45%
$34.83 - $37.52 $88.9K - $95.8K
7.1K $258M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.3K
- 21.47%
$59.78 - $60.03 $77.9K - $78.2K
4.77K $285M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-106
- 6.48%
$211.47 - $267.17 $22.4K - $28.3K
1.53K $324M
FQAL
Fidelity Covington Tr Quality

ETFs
-653
- 3.32%
$63.12 - $69.13 $41.2K - $45.1K
19K $1.22B
VUG
Vanguard Growth ETF

ETFs
-3
- 0.21%
$369.1 - $427.61 $1.11K - $1.28K
1.46K $541M
IWL
Ishares Tr Russell 200 ETF

ETFs
-149
- 2.88%
$135.83 - $151.73 $20.2K - $22.6K
5.03K $691M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-723
- 2.18%
$56.17 - $59.71 $40.6K - $43.2K
32.5K $1.85B
HYG
Ishares Tr

ETFs
-656
- 8.92%
$78.51 - $80.11 $51.5K - $52.6K
6.7K $529M
JNJ
Johnson & Johnson

Healthcare
-501
- 17.68%
$142.06 - $167.7 $71.2K - $84K
2.33K $387M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-83
- 1.57%
$196.12 - $229.48 $16.3K - $19K
5.2K $1.05B
TDIV
First Trust Nasdaq Technology

ETFs
-20
- 0.27%
$73.39 - $83.95 $1.47K - $1.68K
7.51K $553M
VBR
Vanguard Small Cap Value ETF

ETFs
-11
- 0.44%
$183.02 - $207.75 $2.01K - $2.29K
2.47K $460M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-458
- 4.76%
$42.86 - $45.92 $19.6K - $21K
9.16K $398M
WMT
Walmart Inc.

Consumer Defensive
-160
- 2.43%
$84.5 - $105.05 $13.5K - $16.8K
6.43K $566M
NEE
Nextera Energy Inc

Utilities
-316
- 3.81%
$66.96 - $76.16 $21.2K - $24.1K
7.99K $566M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-1.61K
- 4.42%
$25.98 - $28.59 $41.8K - $46K
34.8K $956M
IWR
Ishares Russell Mid Cap ETF

ETFs
-94
- 1.63%
$82.81 - $92.93 $7.78K - $8.74K
5.66K $482M
DGRO
Ishares Core Dividend Growth E

ETFs
-504
- 4.37%
$60.46 - $64.42 $30.5K - $32.5K
11K $681M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-2.28K
- 14.0%
$10.53 - $11.08 $24.1K - $25.3K
14K $151M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.17K
- 2.3%
$24.5 - $24.95 $28.6K - $29.1K
49.6K $1.23B
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.38K
- 4.72%
$106.22 - $111.09 $147K - $154K
27.9K $3.1B
HAWX
Ishares Tr Currency Hedged Msc

ETFs
-1.6K
- 5.79%
$32.01 - $34.37 $51.1K - $54.9K
26K $869M
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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