Pks Advisory Services, LLC Portfolio Holdings
Pks Advisory Services, LLC
- $365 Billion
- Q1 2025
Pks Advisory Services, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $365 Billion distributed in 242 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 $42.7B, Spdr S&P 500 ETF Trust with a value of $23.4B, Invesco Qqq Trust, Series 1 with a value of $21.5B, Ishares Core S&P Mid Cap ETF with a value of $17.7B, and Ishares Core S&P Sm Cap ETF with a value of $17.7B.
Examining the 13F form we can see an decrease of $34.5B in the current position value, from $400B to 365B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 242
- Current Value $365 Billion
- Prior Value $400 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 24 stocks
- Additional Purchases 132 stocks
- Sold out of 0 stocks
- Reduced holdings in 76 stocks