Pks Advisory Services, LLC New Holdings in Q4 2024

Pks Advisory Services, LLC

  • $400 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
35.3K
New
$34.49 - $39.24 $1.22M - $1.39M
35.3K $1.31B
FQAL
Fidelity Covington Tr Quality

ETFs
19.7K
New
$64.43 - $68.47 $1.27M - $1.35M
19.7K $1.29B
GOOG
Alphabet Inc.

Communication Services
6.62K
New
$163.08 - $198.16 $1.08M - $1.31M
6.62K $1.26B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
50.7K
New
$24.55 - $25.16 $1.25M - $1.28M
50.7K $1.25B
EPI
Wisdomtree Tr India Earnings F

ETFs
27.5K
New
$45.09 - $50.08 $1.24M - $1.38M
27.5K $1.24B
JPM
Jpmorgan Chase & CO

Financial Services
5.12K
New
$205.18 - $250.29 $1.05M - $1.28M
5.12K $1.23B
Fidelity Covington Trust
37.4K
New
N/A
37.4K $1.14B
RDVY
First Trust Rising Dividend Ac

ETFs
19K
New
$58.65 - $64.37 $1.12M - $1.22M
19K $1.13B
META
Meta Platforms, Inc.

Communication Services
1.91K
New
$554.08 - $632.68 $1.06M - $1.21M
1.91K $1.12B
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
39.8K
New
$27.75 - $30.71 $1.11M - $1.22M
39.8K $1.11B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
11.8K
New
N/A
11.8K $1.1B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.28K
New
$201.32 - $217.44 $1.06M - $1.15M
5.28K $1.09B
COST
Costco Wholesale Corp

Consumer Defensive
1.04K
New
$873.59 - $994.69 $908K - $1.03M
1.04K $1.09B
AVGO
Broadcom Inc.

Technology
4.67K
New
$159.67 - $250.0 $746K - $1.17M
4.67K $1.08B
MCD
Mcdonalds Corp

Consumer Cyclical
3.67K
New
$288.47 - $316.54 $1.06M - $1.16M
3.67K $1.07B
XOM
Exxon Mobil Corp

Energy
9.75K
New
$105.51 - $125.37 $1.03M - $1.22M
9.75K $1.05B
IYW
Ishares Dj Us Tech ETF

ETFs
6.3K
New
$148.14 - $166.23 $933K - $1.05M
6.3K $1B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
11.3K
New
$88.59 - $94.57 $999K - $1.07M
11.3K $1B
FREL
Fidelity Covington Tr Msci Rea

ETFs
36.4K
New
$26.61 - $29.85 $969K - $1.09M
36.4K $984M
XLE
Energy Sector Spdr

ETFs
11.2K
New
$83.32 - $97.27 $929K - $1.08M
11.2K $955M
DIS
Walt Disney CO

Communication Services
8.43K
New
$92.39 - $117.6 $779K - $991K
8.43K $939M
OEF
Ishares S&P 100 ETF

ETFs
3.24K
New
N/A
3.24K $936M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
37.3K
New
$24.94 - $26.14 $930K - $974K
37.3K $931M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.26K
New
$264.18 - $304.19 $862K - $993K
3.26K $914M
IBM
International Business Machines Corp

Technology
4.15K
New
$204.9 - $238.04 $850K - $988K
4.15K $912M
BOND
Pimco Active Bond Exchange Tra

ETFs
10K
New
$90.42 - $94.5 $904K - $945K
10K $904M
SYK
Stryker Corp

Healthcare
2.51K
New
$345.14 - $392.15 $867K - $985K
2.51K $904M
Fidelity Covington Trust
27.8K
New
N/A
27.8K $898M
AMD
Advanced Micro Devices Inc

Technology
3.99K
New
$118.88 - $172.8 $474K - $689K
3.99K $891M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
27.6K
New
$31.99 - $33.51 $882K - $924K
27.6K $888M
HD
Home Depot, Inc.

Consumer Cyclical
2.27K
New
$385.02 - $431.37 $876K - $981K
2.27K $885M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31.6K
New
$26.93 - $84.95 $851K - $2.69M
31.6K $864M
V
Visa Inc.

Financial Services
2.73K
New
$273.87 - $320.91 $748K - $877K
2.73K $864M
T
At&T Inc.

Communication Services
37.8K
New
$21.22 - $23.88 $803K - $904K
37.8K $862M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
29.4K
New
$28.89 - $31.63 $849K - $929K
29.4K $858M
WSM
Williams Sonoma Inc

Consumer Cyclical
4.55K
New
$129.13 - $198.21 $587K - $901K
4.55K $842M
FXU
First Tr Exchange Traded Fd Ut

ETFs
22.1K
New
$37.15 - $41.12 $820K - $907K
22.1K $835M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.6K
New
$77.86 - $79.27 $829K - $844K
10.6K $830M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
23.2K
New
$34.78 - $35.99 $807K - $835K
23.2K $824M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.5K
New
$521.84 - $558.82 $782K - $838K
1.5K $808M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
14.2K
New
$53.94 - $58.15 $768K - $828K
14.2K $803M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.14K
New
$241.48 - $274.89 $759K - $864K
3.14K $798M
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
15.9K
New
$49.56 - $52.55 $790K - $838K
15.9K $790M
IJK
Ishares S&P Midcap 400 Growth

ETFs
8.65K
New
$90.66 - $99.46 $784K - $860K
8.65K $786M
XLI
Industrial Sector Spdr

ETFs
5.95K
New
$131.76 - $143.99 $784K - $857K
5.95K $784M
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.3K
New
$75.1 - $82.99 $771K - $852K
10.3K $776M
FSMD
Fidelity Covington Tr Small Mi

ETFs
18.8K
New
$40.75 - $44.85 $765K - $842K
18.8K $773M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5.67K
New
$134.53 - $150.65 $763K - $854K
5.67K $768M
TSLA
Tesla, Inc.

Consumer Cyclical
1.87K
New
$213.65 - $479.86 $400K - $897K
1.87K $755M
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
Track This Portfolio

Track Pks Advisory Services, LLC Portfolio

Follow Pks Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pks Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pks Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email