Pks Advisory Services, LLC Portfolio Holdings by Sector

Pks Advisory Services, LLC

$400 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV IVW QQQ SPY IJR IJH FBCG FBND 147 stocks	$318 Million 80.86% of portfolio	147	-	147	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$14.7 Million 3.74% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO AMD QCOM INTC 5 stocks	$5.91 Million 1.5% of portfolio	5	-	5	-	0 Calls 0 Puts
Asset Management \| Financial Services BX BK NUV RVT DIAX CHY AWF NEA 10 stocks	$5.78 Million 1.47% of portfolio	10	-	10	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$5.06 Million 1.29% of portfolio	3	-	3	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$4.31 Million 1.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL PLTR CRWD 4 stocks	$4.22 Million 1.07% of portfolio	4	-	4	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$4.02 Million 1.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY JNJ MRK AMGN PFE BMY 7 stocks	$3.05 Million 0.78% of portfolio	7	-	7	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT 3 stocks	$1.97 Million 0.5% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE ETN CMI OTIS 4 stocks	$1.86 Million 0.47% of portfolio	4	-	4	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.65 Million 0.42% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$1.6 Million 0.41% of portfolio	2	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX BA LMT 3 stocks	$1.46 Million 0.37% of portfolio	3	-	3	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.38 Million 0.35% of portfolio	2	-	2	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$1.34 Million 0.34% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1.23 Million 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$1.16 Million 0.29% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA TM 2 stocks	$1.08 Million 0.27% of portfolio	2	-	2	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$1.07 Million 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V SOFI 2 stocks	$1.04 Million 0.26% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK ICAD 2 stocks	$957,610 0.24% of portfolio	2	-	2	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$884,631 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV 2 stocks	$878,146 0.22% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical WSM 1 stocks	$841,643 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$827,428 0.21% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI OKE 2 stocks	$652,677 0.17% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$595,282 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC KEY 2 stocks	$571,160 0.15% of portfolio	2	-	2	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$566,825 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TDY 1 stocks	$506,829 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials WM RSG 2 stocks	$476,214 0.12% of portfolio	2	-	2	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS 2 stocks	$474,618 0.12% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$430,228 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX CRVS CLSD IOBT ADAP 5 stocks	$342,933 0.09% of portfolio	5	-	5	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR 1 stocks	$334,144 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy TPL 1 stocks	$321,687 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$294,278 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$252,991 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services KMPR 1 stocks	$232,576 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$227,785 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$214,101 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$211,144 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$201,981 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare AQST 1 stocks	$62,834 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts

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Pks Advisory Services, LLC Portfolio Holdings by Sector

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