Pks Advisory Services, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $400 Billion distributed in 249 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 $42.3B, Ishares S&P 500 Growth ETF with a value of $42.3B, Invesco Qqq Trust, Series 1 with a value of $22.9B, Spdr S&P 500 ETF Trust with a value of $21.7B, and Ishares Core S&P Sm Cap ETF with a value of $19.3B.

Examining the 13F form we can see an increase of $400B in the current position value.

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 $400 Billion
ETFs: $322 Billion
Technology: $27.1 Billion
Financial Services: $11.4 Billion
Communication Services: $7.99 Billion
Consumer Cyclical: $7.88 Billion
Healthcare: $5.29 Billion
Industrials: $4.79 Billion
Consumer Defensive: $3.32 Billion
Other: $2.95 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 249
  • Current Value $400 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 249 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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