Pks Advisory Services, LLC Purchases in Q4 2024

Pks Advisory Services, LLC

  • $400 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
8.57K
New
$81.74 - $91.38 $701K - $783K
8.57K $753M
IWL
Ishares Tr Russell 200 ETF

ETFs
5.18K
New
$138.92 - $149.97 $719K - $777K
5.18K $749M
OMFL
Invesco Exchange Traded Self I

ETFs
13.7K
New
$52.49 - $56.58 $718K - $774K
13.7K $742M
VZ
Verizon Communications Inc

Communication Services
18.5K
New
$39.6 - $45.21 $733K - $837K
18.5K $740M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.97K
New
$183.23 - $199.79 $728K - $793K
3.97K $735M
VB
Vanguard Small Cap ETF

ETFs
3.03K
New
$233.76 - $261.58 $709K - $793K
3.03K $729M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
39.2K
New
$17.93 - $18.8 $704K - $738K
39.2K $715M
FEX
First Tr Large Cap Core Alphde

ETFs
6.84K
New
$103.29 - $112.88 $707K - $773K
6.84K $714M
DGRO
Ishares Core Dividend Growth E

ETFs
11.5K
New
$60.73 - $64.94 $700K - $749K
11.5K $707M
ABBV
Abb Vie Inc.

Healthcare
3.85K
New
$164.99 - $203.87 $635K - $785K
3.85K $684M
RTX
Raytheon Technologies Corp

Industrials
5.79K
New
$114.45 - $127.21 $663K - $737K
5.79K $670M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
27.8K
New
$23.99 - $24.55 $666K - $681K
27.8K $666M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
13K
New
$63.19 - $73.31 $823K - $955K
13K $664M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.62K
New
$66.77 - $71.52 $642K - $688K
9.62K $663M
UNH
Unitedhealth Group Inc

Healthcare
1.27K
New
$485.52 - $625.25 $619K - $797K
1.27K $645M
VUG
Vanguard Growth ETF

ETFs
1.46K
New
$378.79 - $428.11 $553K - $625K
1.46K $600M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
5.71K
New
$103.6 - $112.52 $592K - $643K
5.71K $599M
WMT
Walmart Inc.

Consumer Defensive
6.59K
New
$79.1 - $95.7 $522K - $631K
6.59K $596M
NEE
Nextera Energy Inc

Utilities
8.3K
New
$69.77 - $85.43 $579K - $709K
8.3K $595M
TDIV
First Trust Nasdaq Technology

ETFs
7.53K
New
$78.03 - $82.13 $587K - $618K
7.53K $591M
IQLT
Ishares Msci Intl Quality Fact

ETFs
15.6K
New
$37.12 - $41.23 $581K - $645K
15.6K $581M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3.13K
New
$170.03 - $192.78 $533K - $604K
3.13K $579M
HYG
Ishares Tr

ETFs
7.36K
New
$78.09 - $80.04 $575K - $589K
7.36K $579M
CSCO
Cisco Systems, Inc.

Technology
9.57K
New
$52.45 - $60.02 $502K - $575K
9.57K $567M
GE
General Electric CO

Industrials
3.39K
New
$159.95 - $194.23 $542K - $658K
3.39K $565M
ETN
Eaton Corp PLC

Industrials
1.67K
New
$326.96 - $377.52 $547K - $632K
1.67K $556M
FDRR
Fidelity Covington Tr Divid Et

ETFs
10.8K
New
$50.93 - $53.77 $550K - $581K
10.8K $555M
VGT
Vanguard Information Technolog

ETFs
891
New
$571.78 - $647.97 $509K - $577K
891 $555M
SPSB
Spdr Portfolio Short Term Corp

ETFs
18.5K
New
$29.77 - $30.19 $551K - $559K
18.5K $553M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
18.5K
New
$44.33 - $49.55 $820K - $917K
18.5K $553M
VTV
Vanguard Value ETF

ETFs
3.21K
New
$168.32 - $181.87 $540K - $584K
3.21K $543M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.8K
New
$49.79 - $51.14 $538K - $552K
10.8K $541M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4.33K
New
$121.89 - $135.52 $527K - $586K
4.33K $540M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
10.7K
New
$49.87 - $52.46 $532K - $560K
10.7K $532M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.97K
New
$176.42 - $186.91 $524K - $555K
2.97K $529M
CMBS
Ishares Cmbs ETF

ETFs
11K
New
$47.09 - $48.64 $519K - $536K
11K $520M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
8.08K
New
$58.39 - $67.04 $472K - $542K
8.08K $513M
CMI
Cummins Inc

Industrials
1.46K
New
$324.93 - $383.42 $475K - $561K
1.46K $510M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.76K
New
$87.25 - $95.52 $502K - $550K
5.76K $509M
TDY
Teledyne Technologies Inc

Technology
1.09K
New
$436.59 - $489.24 $477K - $534K
1.09K $507M
JPIB
Jpmorgan International Bond Op

ETFs
10.5K
New
$47.26 - $48.47 $497K - $510K
10.5K $497M
VBR
Vanguard Small Cap Value ETF

ETFs
2.48K
New
$197.36 - $217.3 $489K - $539K
2.48K $491M
USEP
Innovator U.S. Equity Ultra Bu
13.9K
New
N/A
13.9K $489M
MO
Altria Group, Inc.

Consumer Defensive
9.27K
New
$49.06 - $57.74 $455K - $535K
9.27K $484M
LLY
Eli Lilly & CO

Healthcare
622
New
$727.2 - $932.06 $452K - $580K
622 $481M
EXI
Ishares Global Industrials ETF

ETFs
3.33K
New
$141.14 - $152.06 $470K - $507K
3.33K $471M
FDIS
Fidelity Covington Tr Msci Con

ETFs
4.76K
New
$85.33 - $104.24 $406K - $496K
4.76K $464M
KMI
Kinder Morgan, Inc.

Energy
16.4K
New
$22.59 - $28.54 $371K - $469K
16.4K $450M
XYLD
Global X Fds S&P 500 Covered C

ETFs
10.6K
New
$40.86 - $43.42 $433K - $460K
10.6K $444M
Activity Summary
Buys All Purchases 249 New Holdings 249 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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