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
IVV
Ishares Core S&P 500 ETF

ETFs
71.9K
New
$570.51 - $610.59 $41M - $43.9M
71.9K $42.3B
IVW
Ishares S&P 500 Growth ETF

ETFs
71.9K
New
$94.43 - $105.47 $6.79M - $7.58M
71.9K $42.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
44.8K
New
$481.22 - $538.17 $21.5M - $24.1M
44.8K $22.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
37.1K
New
$567.81 - $607.81 $21.1M - $22.5M
37.1K $21.7B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
168K
New
$113.92 - $127.38 $19.1M - $21.4M
168K $19.3B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
295K
New
$61.68 - $67.87 $18.2M - $20M
295K $18.4B
AAPL
Apple Inc.

Technology
58.7K
New
$221.69 - $259.02 $13M - $15.2M
58.7K $14.7B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
109K
New
$42.05 - $48.31 $4.59M - $5.27M
109K $5.05B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
103K
New
$44.87 - $46.86 $4.62M - $4.83M
103K $4.62B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
46.9K
New
$96.64 - $101.23 $4.53M - $4.74M
46.9K $4.54B
LQD
Ishares Iboxx $ Investment Gra

ETFs
39.2K
New
$106.56 - $113.11 $4.17M - $4.43M
39.2K $4.18B
AMZN
Amazon Com Inc

Consumer Cyclical
18.3K
New
$180.88 - $232.93 $3.31M - $4.26M
18.3K $4.02B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
39.5K
New
$99.2 - $108.47 $3.91M - $4.28M
39.5K $3.93B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
68.4K
New
$56.06 - $61.35 $3.84M - $4.2M
68.4K $3.86B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
8.98K
New
$417.69 - $450.94 $3.75M - $4.05M
8.98K $3.81B
DVY
Ishares Tr

ETFs
28.7K
New
$129.55 - $143.41 $3.72M - $4.12M
28.7K $3.77B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
105K
New
N/A
105K $3.51B
IEFA
Ishares Tr

ETFs
48.9K
New
$70.06 - $77.43 $3.43M - $3.79M
48.9K $3.44B
NVDA
Nvidia Corp

Technology
25.3K
New
$117.0 - $148.88 $2.96M - $3.76M
25.3K $3.39B
MSFT
Microsoft Corp

Technology
8.05K
New
$406.35 - $454.46 $3.27M - $3.66M
8.05K $3.39B
IVE
Ishares S&P 500 Value ETF

ETFs
16.6K
New
$189.5 - $206.17 $3.15M - $3.43M
16.6K $3.17B
TIP
Ishares Tr Tips Bd ETF

ETFs
29.3K
New
$106.33 - $110.69 $3.12M - $3.24M
29.3K $3.12B
RSP
Invesco S&P 500 Equal Weight E

ETFs
16.2K
New
$174.22 - $187.62 $2.82M - $3.04M
16.2K $2.84B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
36.7K
New
$70.54 - $79.61 $2.59M - $2.93M
36.7K $2.79B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4.86K
New
$563.99 - $620.12 $2.74M - $3.02M
4.86K $2.77B
GOOGL
Alphabet Inc.

Communication Services
14.1K
New
$161.86 - $196.66 $2.29M - $2.78M
14.1K $2.67B
XLK
Technology Sector Spdr

ETFs
11.1K
New
$220.26 - $241.44 $2.45M - $2.69M
11.1K $2.59B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
19.6K
New
$131.66 - $144.0 $2.58M - $2.82M
19.6K $2.59B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
79.7K
New
$29.73 - $30.81 $2.37M - $2.46M
79.7K $2.43B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
50.5K
New
$44.04 - $49.49 $2.23M - $2.5M
50.5K $2.23B
BX
Blackstone Inc.

Financial Services
12.5K
New
$148.45 - $199.05 $1.85M - $2.48M
12.5K $2.15B
IWM
Ishares Russell 2000 ETF

ETFs
9.14K
New
$216.13 - $242.4 $1.98M - $2.22M
9.14K $2.02B
BK
Bank Of New York Mellon Corp

Financial Services
26.2K
New
$70.82 - $81.87 $1.86M - $2.15M
26.2K $2.01B
JEPI
J P Morgan Exchange Traded Fd

ETFs
33.2K
New
$57.53 - $60.83 $1.91M - $2.02M
33.2K $1.91B
FDL
First Tr Morningstar Dividend

ETFs
47.1K
New
$39.59 - $43.95 $1.87M - $2.07M
47.1K $1.9B
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
35.8K
New
$47.63 - $52.63 $1.7M - $1.88M
35.8K $1.72B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.65K
New
$442.29 - $483.08 $1.61M - $1.76M
3.65K $1.65B
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.5K
New
$71.75 - $75.11 $1.61M - $1.69M
22.5K $1.62B
Pimco ETF Tr
62.3K
New
N/A
62.3K $1.61B
VTWO
Vanguard Russell 2000 ETF

ETFs
17.7K
New
$87.42 - $98.06 $1.55M - $1.74M
17.7K $1.58B
FIGB
Fidelity Merrimack Str Tr
36.6K
New
N/A
36.6K $1.55B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
28.3K
New
$52.0 - $55.66 $1.47M - $1.58M
28.3K $1.51B
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
49K
New
$30.02 - $31.23 $1.47M - $1.53M
49K $1.51B
IJS
Ishares S&P Smallcap 600 Value

ETFs
13.8K
New
$104.59 - $118.05 $1.44M - $1.63M
13.8K $1.5B
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
42.2K
New
$34.96 - $35.65 $1.48M - $1.5M
42.2K $1.48B
GLD
Spdr Gold Trust

ETFs
6.1K
New
$236.59 - $257.5 $1.44M - $1.57M
6.1K $1.48B
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
18.8K
New
$72.62 - $77.83 $1.36M - $1.46M
18.8K $1.39B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
16.9K
New
$81.68 - $82.93 $1.38M - $1.4M
16.9K $1.38B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
37.7K
New
$35.45 - $40.33 $1.34M - $1.52M
37.7K $1.35B
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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