Pks Advisory Services, LLC Incresed Positions in Q3 2025

Pks Advisory Services, LLC

  • $479 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
XOM
Exxon Mobil Corp

Energy
271
+ 1.65%
$105.83 - $117.22 $28.7K - $31.8K
16.7K $1.89B
FREL
Fidelity Covington Tr Msci Rea

ETFs
281
+ 0.81%
$26.84 - $28.32 $7.54K - $7.96K
35.1K $976M
CTAS
Cintas Corp

Industrials
72
+ 6.58%
$199.29 - $226.27 $14.3K - $16.3K
1.17K $239M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
47
+ 1.18%
$76.16 - $78.59 $3.58K - $3.69K
4.05K $316M
PEP
Pepsico Inc

Consumer Defensive
149
+ 9.82%
$133.81 - $152.16 $19.9K - $22.7K
1.67K $234M
UNP
Union Pacific Corp

Industrials
25
+ 2.6%
$214.91 - $237.16 $5.37K - $5.93K
985 $233M
WM
Waste Management Inc

Industrials
41
+ 2.95%
$213.88 - $237.1 $8.77K - $9.72K
1.43K $316M
CARR
Carrier Global Corp

Industrials
182
+ 3.7%
$58.75 - $80.73 $10.7K - $14.7K
5.11K $305M
RSG
Republic Services, Inc.

Industrials
5
+ 0.45%
$225.33 - $246.01 $1.13K - $1.23K
1.11K $254M
OTIS
Otis Worldwide Corp

Industrials
53
+ 2.16%
$84.93 - $101.07 $4.5K - $5.36K
2.51K $229M
AMGN
Amgen Inc

Healthcare
38
+ 2.28%
$271.18 - $309.22 $10.3K - $11.8K
1.71K $482M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
93
+ 2.1%
$459.11 - $506.91 $42.7K - $47.1K
4.51K $2.27B
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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