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
TIP
Ishares Tr Tips Bd ETF

ETFs
1.58K
+ 5.65%
$109.11 - $111.88 $172K - $177K
29.5K $3.28B
GS
Goldman Sachs Group Inc

Financial Services
65
+ 13.4%
$696.56 - $806.32 $45.3K - $52.4K
550 $438M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
621
+ 3.2%
$136.48 - $142.97 $84.8K - $88.8K
20K $2.81B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.45K
+ 18.58%
$54.35 - $59.32 $78.9K - $86.1K
9.27K $549M
FGRO
Fidelity Covington Tr

ETFs
3.01K
+ 33.07%
N/A
12.1K $357M
HD
Home Depot, Inc.

Consumer Cyclical
153
+ 6.34%
$357.4 - $423.42 $54.7K - $64.8K
2.57K $1.04B
FDVV
Fidelity High Dividend ETF

ETFs
2.12K
+ 41.72%
$52.42 - $55.71 $111K - $118K
7.19K $400M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
361
+ 2.58%
$49.43 - $54.52 $17.8K - $19.7K
14.4K $778M
JPIB
Jpmorgan International Bond Op

ETFs
2.46K
+ 20.08%
$48.32 - $49.13 $119K - $121K
14.7K $720M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
4.25K
+ 12.02%
$23.69 - $24.32 $101K - $103K
39.6K $963M
IWD
Ishares Russell 1000 Val ETF

ETFs
244
+ 5.8%
$192.76 - $203.86 $47K - $49.7K
4.45K $906M
XAR
Spdr S&P Aerospace & Defense E

ETFs
50
+ 3.63%
$205.52 - $234.96 $10.3K - $11.7K
1.43K $335M
JPIE
J P Morgan Exchange Traded Fd
2.38K
+ 40.99%
$46.01 - $46.55 $110K - $111K
8.19K $380M
MCD
Mcdonalds Corp

Consumer Cyclical
451
+ 12.92%
$291.67 - $316.99 $132K - $143K
3.94K $1.2B
Fidelity Covington Trust
22
+ 0.06%
N/A
34K $1.14B
IQLT
Ishares Msci Intl Quality Fact

ETFs
490
+ 3.2%
$41.43 - $44.2 $20.3K - $21.7K
15.8K $698M
LMT
Lockheed Martin Corp

Industrials
83
+ 9.06%
$410.74 - $499.21 $34.1K - $41.4K
999 $499M
LLY
Eli Lilly & CO

Healthcare
158
+ 26.07%
$625.65 - $812.69 $98.9K - $128K
764 $583M
MO
Altria Group, Inc.

Consumer Defensive
392
+ 4.04%
$57.75 - $67.68 $22.6K - $26.5K
10.1K $666M
DGRO
Ishares Core Dividend Growth E

ETFs
94
+ 0.85%
$64.12 - $68.08 $6.03K - $6.4K
11.1K $757M
VDE
Vanguard Energy ETF

ETFs
596
+ 34.17%
$118.37 - $129.65 $70.5K - $77.3K
2.34K $295M
First Tr Exchng Traded Fd Vi
1.11K
+ 13.56%
N/A
9.26K $371M
MUB
Ishares National Muni Bond ETF

ETFs
581
+ 20.25%
$103.24 - $106.68 $60K - $62K
3.45K $367M
PNC
Pnc Financial Services Group, Inc.

Financial Services
57
+ 2.98%
$185.88 - $207.44 $10.6K - $11.8K
1.97K $395M
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.61K
+ 12.92%
$38.52 - $39.39 $62K - $63.4K
14.1K $553M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
66
+ 1.28%
$122.57 - $132.57 $8.09K - $8.75K
5.21K $675M
AEP
American Electric Power CO Inc

Utilities
447
+ 23.11%
$103.26 - $115.0 $46.2K - $51.4K
2.38K $268M
V
Visa Inc.

Financial Services
239
+ 8.07%
$332.09 - $358.86 $79.4K - $85.8K
3.2K $1.09B
MLN
Vaneck Long Muni ETF

ETFs
3K
+ 22.56%
$16.52 - $17.5 $49.6K - $52.5K
16.3K $285M
LOW
Lowes Companies Inc

Consumer Cyclical
84
+ 5.45%
$215.01 - $273.02 $18.1K - $22.9K
1.62K $408M
Hive Digital Technologies Lt
11K
New
N/A
11K $44.3M
CVX
Chevron Corp

Energy
449
+ 19.24%
$145.57 - $161.83 $65.4K - $72.7K
2.78K $432M
EPI
Wisdomtree Tr India Earnings F

ETFs
655
+ 2.31%
$43.79 - $47.63 $28.7K - $31.2K
29K $1.28B
COST
Costco Wholesale Corp

Consumer Defensive
69
+ 6.58%
$915.95 - $994.57 $63.2K - $68.6K
1.12K $1.03B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
708
+ 13.11%
$52.39 - $53.11 $37.1K - $37.6K
6.11K $324M
HYG
Ishares Tr

ETFs
291
+ 4.34%
$79.85 - $81.32 $23.2K - $23.7K
6.99K $568M
FTSL
First Trust Senior Ln Fund

ETFs
797
+ 14.02%
$45.81 - $46.18 $36.5K - $36.8K
6.48K $297M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.18K
+ 1450.0%
$89.32 - $107.82 $194K - $235K
2.33K $251M
KEY
Keycorp

Financial Services
5
+ 0.04%
$17.37 - $19.39 $86.9 - $97
12.8K $240M
OEF
Ishares S&P 100 ETF

ETFs
584
+ 22.02%
N/A
3.24K $752M
FBT
First Trust Nyse Arca Biotechn

ETFs
89
+ 5.34%
$159.46 - $180.52 $14.2K - $16.1K
1.76K $315M
PG
Procter & Gamble CO

Consumer Defensive
396
+ 21.01%
$150.47 - $161.22 $59.6K - $63.8K
2.28K $351M
ABBV
Abb Vie Inc.

Healthcare
1.26K
+ 34.07%
$184.85 - $231.54 $232K - $291K
4.95K $800M
TM
Toyota Motor Corp

Consumer Cyclical
15
+ 0.84%
$167.86 - $202.79 $2.52K - $3.04K
1.81K $345M
CHY
Calamos Convertible & High Income Fund

Financial Services
713
+ 4.47%
$10.75 - $11.45 $7.66K - $8.16K
16.7K $187M
AFL
Aflac Inc

Financial Services
210
+ 4.87%
$98.09 - $111.7 $20.6K - $23.5K
4.52K $505M
HRTX
Heron Therapeutics, Inc.

Healthcare
20K
New
$1.21 - $2.23 $24.2K - $44.6K
20K $25.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
353
+ 2.3%
$48.5 - $50.19 $17.1K - $17.7K
15.7K $787M
XOM
Exxon Mobil Corp

Energy
271
+ 1.65%
$105.83 - $117.22 $28.7K - $31.8K
16.7K $1.89B
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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