Pks Advisory Services, LLC Purchases in Q3 2025

Pks Advisory Services, LLC

  • $479 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
15.3K
+ 30.9%
$24.73 - $25.29 $379K - $387K
64.9K $1.63B
ACN
Accenture PLC

Technology
1.59K
New
$232.56 - $304.78 $369K - $484K
1.59K $391M
VOT
Vanguard Mid Cap Growth Index

ETFs
780
+ 23.79%
$282.75 - $294.19 $221K - $229K
4.06K $1.19B
Rbb Fund Trust
8.66K
New
N/A
8.66K $383M
Blackrock ETF Trust Ii
6.87K
New
N/A
6.87K $366M
ORCL
Oracle Corp

Technology
199
+ 9.17%
$218.96 - $328.33 $43.6K - $65.3K
2.37K $666M
IWF
Ishares Russell 1000 Gr ETF

ETFs
406
+ 30.57%
$420.11 - $472.68 $171K - $192K
1.73K $812M
GE
General Electric CO

Industrials
72
+ 2.23%
$244.75 - $305.63 $17.6K - $22K
3.3K $973M
VBK
Vanguard Small Cap Growth ETF

ETFs
453
+ 12.76%
$276.51 - $305.12 $125K - $138K
4K $1.19B
SOFI
So Fi Technologies, Inc.

Financial Services
11.1K
New
$17.64 - $29.81 $196K - $332K
11.1K $294M
VUG
Vanguard Growth ETF

ETFs
252
+ 17.28%
$433.97 - $484.08 $109K - $122K
1.71K $820M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
4.08K
New
$64.17 - $68.19 $262K - $278K
4.08K $278M
UNH
Unitedhealth Group Inc

Healthcare
803
New
$237.77 - $353.61 $191K - $284K
803 $277M
IJS
Ishares S&P Smallcap 600 Value

ETFs
788
+ 5.48%
$98.99 - $112.2 $78K - $88.4K
15.2K $1.68B
FQAL
Fidelity Covington Tr Quality

ETFs
986
+ 5.19%
$69.69 - $74.72 $68.7K - $73.7K
20K $1.49B
IDU
Ishares Tr U S Utils ETF

ETFs
2.07K
+ 45.05%
$103.7 - $111.17 $215K - $230K
6.67K $739M
GLW
Corning Inc

Technology
3.31K
New
$51.6 - $82.03 $171K - $271K
3.31K $271M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
6.93K
New
$32.29 - $38.12 $224K - $264K
6.93K $264M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
364
+ 12.24%
$195.29 - $223.85 $71.1K - $81.5K
3.34K $741M
SO
Southern CO

Utilities
2.74K
New
$90.83 - $96.0 $249K - $263K
2.74K $260M
O
Realty Income Corp

Real Estate
4.24K
New
$56.13 - $60.79 $238K - $258K
4.24K $258M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.88K
New
$42.75 - $43.37 $251K - $255K
5.88K $255M
CAT
Caterpillar Inc

Industrials
532
New
$390.92 - $477.15 $208K - $254K
532 $254M
AMD
Advanced Micro Devices Inc

Technology
209
+ 5.9%
$134.8 - $184.42 $28.2K - $38.5K
3.75K $607M
FXU
First Tr Exchange Traded Fd Ut

ETFs
3.13K
+ 13.77%
$41.97 - $45.5 $131K - $142K
25.8K $1.17B
IVE
Ishares S&P 500 Value ETF

ETFs
138
+ 1.05%
$194.44 - $206.51 $26.8K - $28.5K
13.3K $2.74B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.64K
+ 18.97%
$70.85 - $76.96 $116K - $126K
10.3K $779M
MS
Morgan Stanley

Financial Services
1.48K
New
$139.09 - $161.16 $206K - $239K
1.48K $236M
SPYG
Spdr Portfolio

ETFs
659
+ 10.08%
$94.33 - $105.31 $62.2K - $69.4K
7.19K $752M
RTX
Raytheon Technologies Corp

Industrials
114
+ 1.92%
$144.19 - $167.33 $16.4K - $19.1K
6.05K $1.01B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.8K
New
$75.26 - $80.19 $211K - $224K
2.8K $223M
CRWD
Crowd Strike Holdings, Inc.

Technology
450
New
$412.46 - $514.1 $186K - $231K
450 $221M
XLF
Financial Sector Spdr

ETFs
4.01K
New
$51.37 - $54.25 $206K - $218K
4.01K $216M
DIS
Walt Disney CO

Communication Services
644
+ 7.33%
$112.25 - $124.0 $72.3K - $79.9K
9.43K $1.08B
AFMC
First Tr Exchange Traded Fd Vi

ETFs
2.39K
+ 6.98%
$31.86 - $34.58 $76.2K - $82.7K
36.7K $1.26B
BAC
Bank Of America Corp

Financial Services
4.08K
New
$44.92 - $52.42 $183K - $214K
4.08K $210M
VIG
Vanguard Dividend Appreciation

ETFs
828
+ 59.74%
N/A
2.21K $478M
ETN
Eaton Corp PLC

Industrials
112
+ 6.92%
$342.99 - $392.76 $38.4K - $44K
1.73K $648M
First Tr Exchng Traded Fd Vi
5.33K
New
N/A
5.33K $207M
IBM
International Business Machines Corp

Technology
247
+ 6.22%
$234.77 - $292.47 $58K - $72.2K
4.22K $1.19B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.36K
New
$37.14 - $37.85 $199K - $203K
5.36K $202M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.23K
New
$148.97 - $165.88 $183K - $204K
1.23K $202M
First Tr Exchng Traded Fd Vi
6.29K
New
N/A
6.29K $202M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.79K
New
$67.01 - $72.84 $187K - $203K
2.79K $202M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
16.1K
+ 102.35%
$12.09 - $12.69 $194K - $204K
31.8K $397M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.04K
+ 20.51%
$90.83 - $93.81 $185K - $191K
12K $1.12B
NFLX
Netflix Inc

Communication Services
62
+ 13.9%
$1147.87 - $1297.18 $71.2K - $80.4K
508 $609M
INTC
Intel Corp

Technology
970
+ 7.02%
$19.31 - $35.5 $18.7K - $34.4K
14.8K $496M
RSP
Invesco S&P 500 Equal Weight E

ETFs
415
+ 6.81%
$181.56 - $190.33 $75.3K - $79K
6.51K $1.23B
Activity Summary
Buys All Purchases 162 New Holdings 39 Increased Positions 123 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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