Pks Advisory Services, LLC Portfolio Holdings

Pks Advisory Services, LLC

  • $479 Billion
  • Q3 2025

Pks Advisory Services, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $479 Billion distributed in 245 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $49.6B, Merck & Co., Inc. with a value of $49B, Invesco Qqq Trust, Series 1 with a value of $28.7B, Spdr S&P 500 ETF Trust with a value of $28B, and Ishares Core S&P Sm Cap ETF with a value of $20.5B.

Examining the 13F form we can see an increase of $113B in the current position value, from $365B to 479B.

Pks Advisory Services, LLC is based out at Albany, NY

Below you can find more details about Pks Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $479 Billion
ETFs: $326 Billion
Healthcare: $53.9 Billion
Technology: $33 Billion
Financial Services: $14.7 Billion
Communication Services: $11.7 Billion
Consumer Cyclical: $9.63 Billion
Industrials: $5.92 Billion
Consumer Defensive: $3.5 Billion
Other: $4.75 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$235B
$49 Billion 10.24% of portfolio
5,838
Q3 2025 Reduced 10.54%
$4.3T
$15.1 Billion 3.15% of portfolio
59,155
Q3 2025 Added 1.06%
$465B
$5.59 Billion 1.17% of portfolio
29,956
Q3 2025 Added 10.15%
$3.78T
$4.58 Billion 0.96% of portfolio
8,847
Q3 2025 Added 6.16%
$2.39T
$4.32 Billion 0.9% of portfolio
21,176
Q3 2025 Added 15.59%
$1.65T
$3.24 Billion 0.68% of portfolio
13,308
Q3 2025 Added 4.01%
$1.37T
$3.24 Billion 0.68% of portfolio
4,413
Q3 2025 Added 5.32%
$89.3B
$2.93 Billion 0.61% of portfolio
26,909
Q3 2025 Added 1.38%
$662B
$2.27 Billion 0.47% of portfolio
4,512
Q3 2025 Added 2.1%
$98.1B
$2.01 Billion 0.42% of portfolio
11,778
Q3 2025 Reduced 5.46%
$490B
$1.89 Billion 0.39% of portfolio
16,731
Q3 2025 Added 1.65%
$1.74T
$1.82 Billion 0.38% of portfolio
7,473
Q3 2025 Added 7.06%
$881B
$1.73 Billion 0.36% of portfolio
5,478
Q3 2025 Added 5.02%
$139B
$1.48 Billion 0.31% of portfolio
4,499
Q3 2025 Added 12.9%
$224B
$1.2 Billion 0.25% of portfolio
3,942
Q3 2025 Added 12.92%
$1.29T
$1.18 Billion 0.25% of portfolio
2,659
Q3 2025 Reduced 3.13%
$533B
$1.09 Billion 0.23% of portfolio
3,202
Q3 2025 Added 8.07%
$193B
$1.08 Billion 0.23% of portfolio
9,425
Q3 2025 Added 7.33%
$367B
$1.04 Billion 0.22% of portfolio
2,566
Q3 2025 Added 6.34%
$404B
$1.03 Billion 0.22% of portfolio
1,117
Q3 2025 Added 6.58%
$258B
$1.01 Billion 0.21% of portfolio
6,046
Q3 2025 Added 1.92%
$328B
$973 Million 0.2% of portfolio
3,301
Q3 2025 Added 2.23%
$103B
$904 Million 0.19% of portfolio
11,994
Q3 2025 New
$172B
$931 Million 0.19% of portfolio
21,186
Q3 2025 Reduced 3.17%
$0
$912 Million 0.19% of portfolio
101,587
Q3 2025 Added 123.51%
$12.2B
$884 Million 0.18% of portfolio
4,525
Q3 2025 Reduced 0.88%
$414B
$800 Million 0.17% of portfolio
4,946
Q3 2025 Added 34.07%
$181B
$748 Million 0.16% of portfolio
26,489
Q3 2025 Reduced 41.92%
$279B
$680 Million 0.14% of portfolio
6,602
Q3 2025 Added 2.61%
$593B
$666 Million 0.14% of portfolio
2,368
Q3 2025 Added 9.17%
$319B
$668 Million 0.14% of portfolio
9,761
Q3 2025 Reduced 5.24%
$104B
$666 Million 0.14% of portfolio
10,083
Q3 2025 Added 4.04%
$140B
$648 Million 0.14% of portfolio
1,731
Q3 2025 Added 6.92%
$23.5B
$640 Million 0.13% of portfolio
1,092
Q4 2024 New
$136B
$623 Million 0.13% of portfolio
1,685
Q3 2025 Reduced 32.92%
$49.1B
$609 Million 0.13% of portfolio
508
Q3 2025 Added 13.9%
$388B
$607 Million 0.13% of portfolio
3,754
Q3 2025 Added 5.9%
$342B
$643 Million 0.13% of portfolio
3,526
Q3 2025 Reduced 32.54%
$7.89B
$599 Million 0.13% of portfolio
642
Q3 2025 New
$971B
$583 Million 0.12% of portfolio
764
Q3 2025 Added 26.07%
$65.2B
$571 Million 0.12% of portfolio
1,353
Q3 2025 Reduced 9.62%
$168B
$597 Million 0.12% of portfolio
7,914
Q3 2025 Reduced 0.91%
$237B
$536 Million 0.11% of portfolio
3,303
Q3 2025 Reduced 1.11%
$72.3B
$505 Million 0.11% of portfolio
4,518
Q3 2025 Added 4.87%
$268B
$521 Million 0.11% of portfolio
3,116
Q3 2025 Reduced 8.46%
$123B
$499 Million 0.1% of portfolio
999
Q3 2025 Added 9.06%
$183B
$482 Million 0.1% of portfolio
1,707
Q3 2025 Added 2.28%
$143B
$496 Million 0.1% of portfolio
14,779
Q3 2025 Added 7.02%
$303B
$432 Million 0.09% of portfolio
2,783
Q3 2025 Added 19.24%

Summary

  • Portfolio
  • No. of Stocks 245
  • Current Value $479 Billion
  • Prior Value $365 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 39 stocks
  • Additional Purchases 123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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