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PKS Advisory Services

Latest statistics and disclosures from PKS Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SPY, QQQ, IJH, IJR, and represent 33.69% of PKS Advisory Services's stock portfolio.
Added to shares of these 10 stocks: FENI, IVE, DIVB, VYMI, SPY, JPM, QQQ, SLV, DFLV, GDX.
Started 9 new stock positions in IFRA, PHYS, SPXX, AQST, DIVB, HRTX, VYMI, FENI, JAAA.
Reduced shares in these 10 stocks: IVV (-$409M), GSIE, SCHD, CVS, COWZ, HAWX, LMT, AVGO, NOBL, OVLH.
Sold out of its positions in ALT, ELV, BAC, BA, BN, CVS, CTM, CTAS, CRWD, DFUS.
PKS Advisory Services was a net seller of stock by $-403M.
PKS Advisory Services has $430M in assets under management (AUM), dropping by -1.87%.
Central Index Key (CIK): 0001605401

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Portfolio Holdings for PKS Advisory Services

PKS Advisory Services holds 228 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.0	$47M	-89%	7.6k	6262.91	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	6.7	$29M	+5%	44k	652.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.6	$28M	+3%	49k	577.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.7	$20M		301k	67.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.6	$20M		160k	124.33	View chart
Apple (AAPL)	3.4	$15M	-2%	57k	254.10	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.0	$8.4M	+4%	74k	113.14	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$6.4M		71k	90.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$5.7M	+4%	18k	320.81	View chart
NVIDIA Corporation (NVDA)	1.2	$5.2M	-4%	30k	174.87	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	1.2	$5.2M	+4%	11k	463.18	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	1.1	$4.8M	+4%	97k	50.12	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.1	$4.6M	+5%	101k	45.62	View chart
Amazon (AMZN)	1.0	$4.3M	+3%	21k	212.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$4.3M	-7%	43k	99.39	View chart
Ishares Tr Select Divid Etf (DVY)	0.9	$4.1M		27k	151.41	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.9	$4.0M	+5%	153k	26.20	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.9	$3.9M	-2%	35k	109.03	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.9	$3.8M	+2%	61k	62.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$3.8M	-5%	13k	288.55	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.9	$3.7M	+24%	105k	35.71	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.8	$3.5M	+14%	88k	40.19	View chart
Microsoft Corporation (MSFT)	0.8	$3.3M		8.9k	371.83	View chart
Bank of New York Mellon Corporation (BK)	0.7	$3.2M		27k	118.63	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$3.2M	+7%	47k	68.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$3.1M	+8%	11k	287.19	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$3.0M	+7%	7.0k	430.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$3.0M	+947%	141k	21.10	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.7	$2.9M	NEW	78k	37.20	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.7	$2.8M	+8%	28k	100.19	View chart
JPMorgan Chase & Co. (JPM)	0.6	$2.8M	+74%	9.5k	294.28	View chart
Spdr Series Trust State Street Spd (SDY)	0.6	$2.8M		19k	145.98	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.7M	-2%	17k	160.36	View chart
Meta Platforms Cl A (META)	0.6	$2.6M	+5%	4.5k	575.37	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$2.6M	+8%	26k	101.23	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$2.5M	-3%	19k	132.90	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.5	$2.3M		3.8k	616.72	View chart
First Tr Exchange-traded SHS (FDL)	0.5	$2.3M	+3%	45k	51.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$2.2M	+3%	7.8k	288.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.2M	+7%	4.5k	478.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$2.2M		8.8k	246.59	View chart
Ishares Tr Core Divid Etf (DIVB)	0.5	$2.1M	NEW	40k	53.95	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.5	$2.1M	-3%	56k	38.00	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$2.0M	+7%	25k	80.58	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.5	$2.0M	+5%	18k	110.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$2.0M		58k	33.77	View chart
Nuveen Muni Value Fund (NUV)	0.4	$1.9M	+18%	213k	8.99	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.4	$1.9M	-8%	22k	84.91	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.4	$1.9M	+6%	38k	49.59	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$1.8M		15k	118.48	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.4	$1.8M	+2%	46k	39.43	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1.8M	+3%	22k	81.44	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$1.7M	NEW	19k	94.24	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$1.7M	-33%	27k	62.56	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.6M	-48%	53k	30.68	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.3	$1.5M	+2%	21k	72.60	View chart
Ge Vernova (GEV)	0.3	$1.5M	+4%	1.7k	873.48	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.3	$1.4M	-13%	68k	20.96	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$1.4M	+2%	25k	56.68	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$1.4M		15k	96.70	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$1.4M	+5%	26k	53.22	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$1.3M		12k	114.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.3M	-21%	7.0k	192.01	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$1.3M	+10%	32k	42.56	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.3	$1.3M	+3%	38k	35.51	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$1.3M	+292%	19k	68.60	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$1.3M	+4%	23k	55.52	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.3	$1.3M	-19%	51k	24.94	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$1.3M	+10%	11k	118.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.2M	+4%	17k	73.64	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$1.2M	+2%	4.1k	302.25	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$1.2M	-4%	16k	77.11	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.2M	+6%	18k	70.18	View chart
McDonald's Corporation (MCD)	0.3	$1.2M		4.0k	310.80	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.2M	-5%	12k	97.13	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$1.2M	+24%	17k	70.82	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$1.2M	-2%	6.4k	181.41	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$1.2M	-4%	4.8k	240.05	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$1.1M	+132%	12k	93.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.1M	+125%	3.9k	295.83	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$1.1M	-4%	12k	92.28	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.1M	-4%	5.7k	192.87	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$1.1M	-30%	10k	106.01	View chart
Costco Wholesale Corporation (COST)	0.2	$1.1M	-8%	1.1k	996.21	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.1M		4.1k	257.36	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$1.1M	-2%	11k	100.62	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.2	$1.0M		21k	51.18	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.0M	+4%	2.7k	383.36	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.2	$1.0M		25k	40.80	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.2	$1.0M	+12%	42k	24.10	View chart
Verizon Communications (VZ)	0.2	$1.0M	+8%	20k	49.93	View chart
Broadcom (AVGO)	0.2	$1.0M	-34%	3.2k	316.70	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$995k	+7%	16k	62.68	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.2	$988k		28k	34.92	View chart
Visa Com Cl A (V)	0.2	$985k	+31%	4.1k	239.86	View chart
International Business Machines (IBM)	0.2	$984k	+2%	4.1k	242.17	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$952k	+4%	37k	25.62	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$947k	+7%	5.8k	164.00	View chart
Ge Aerospace Com New (GE)	0.2	$933k	+2%	3.3k	283.74	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$918k		34k	26.91	View chart
Tesla Motors (TSLA)	0.2	$915k	+41%	3.3k	279.86	View chart
Advanced Micro Devices (AMD)	0.2	$907k	+19%	4.5k	203.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$894k	+27%	18k	49.89	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$880k	-16%	4.6k	191.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$879k	-6%	4.1k	213.67	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$854k	+2%	7.4k	116.11	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$836k	+14%	20k	42.54	View chart
Micron Technology (MU)	0.2	$831k	-6%	2.5k	337.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$828k	+2%	15k	54.05	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$825k	+22%	16k	50.66	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$802k	-3%	5.5k	144.70	View chart
Wal-Mart Stores (WMT)	0.2	$790k	+17%	7.8k	101.95	View chart
Merck & Co (MRK)	0.2	$783k	-5%	6.7k	117.70	View chart
Spdr Series Trust State Street Spd (SPSB)	0.2	$779k	-2%	26k	30.07	View chart
Abbvie (ABBV)	0.2	$775k	+2%	3.6k	217.30	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$774k	+9%	7.8k	99.55	View chart
Home Depot (HD)	0.2	$770k	-5%	2.3k	328.96	View chart
Williams-Sonoma (WSM)	0.2	$767k		4.2k	182.33	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$761k	+3%	16k	47.82	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$753k	+14%	13k	57.27	View chart
Walt Disney Company (DIS)	0.2	$748k		7.7k	96.63	View chart
Nextera Energy (NEE)	0.2	$742k	+5%	8.0k	92.88	View chart
Cisco Systems (CSCO)	0.2	$725k	+10%	9.3k	78.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$724k	-2%	1.7k	426.40	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.2	$724k	-5%	4.5k	160.49	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$715k		2.2k	318.00	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$713k		15k	46.23	View chart
Cummins (CMI)	0.2	$700k		1.3k	537.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$692k		991.00	697.89	View chart
Altria (MO)	0.2	$679k	+9%	10k	66.06	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$675k	-22%	11k	59.78	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$670k	+24%	12k	58.34	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$666k	+6%	14k	49.50	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$663k	-11%	7.2k	91.82	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$662k	-3%	3.2k	208.02	View chart
Teledyne Technologies Incorporated (TDY)	0.2	$661k		1.1k	605.01	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$652k		2.7k	237.85	View chart
Pgim Rock Etf Tr Laddered S&p 500 (BUFP)	0.2	$649k		22k	29.71	View chart
Eli Lilly & Co. (LLY)	0.2	$648k	+8%	706.00	917.25	View chart
Intel Corporation (INTC)	0.2	$647k	+12%	14k	46.19	View chart
Eaton Corp SHS (ETN)	0.1	$640k	+2%	1.8k	358.44	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$626k	-4%	4.7k	132.49	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$625k		6.7k	93.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$620k	-6%	1.4k	436.70	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$617k		16k	39.13	View chart
Texas Pacific Land Corp (TPL)	0.1	$606k	-7%	1.3k	474.40	View chart
Johnson & Johnson (JNJ)	0.1	$596k	+7%	2.4k	244.45	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$594k	+7%	6.1k	97.23	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$587k	+4%	7.4k	79.58	View chart
Netflix (NFLX)	0.1	$587k	+14%	6.1k	96.11	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$576k	+7%	11k	51.93	View chart
Stryker Corporation (SYK)	0.1	$572k	+3%	1.7k	328.55	View chart
Amgen (AMGN)	0.1	$568k	-4%	1.6k	351.68	View chart
Chevron Corporation (CVX)	0.1	$566k	+29%	2.7k	206.32	View chart
Kinder Morgan (KMI)	0.1	$562k	+11%	17k	33.53	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$560k	-3%	9.5k	58.80	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$549k	-8%	13k	43.66	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$534k	+19%	12k	46.19	View chart
Goldman Sachs (GS)	0.1	$534k	+6%	631.00	845.48	View chart
At&t (T)	0.1	$525k	+29%	24k	21.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$516k	-4%	2.8k	182.33	View chart
Toyota Motor Corp Ads (TM)	0.1	$502k		2.4k	206.09	View chart
Oracle Corporation (ORCL)	0.1	$482k	-2%	3.2k	148.51	View chart
Philip Morris International (PM)	0.1	$480k		2.9k	165.31	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$476k	NEW	8.3k	57.20	View chart
AFLAC Incorporated (AFL)	0.1	$476k		4.3k	109.71	View chart
Palantir Technologies Cl A (PLTR)	0.1	$470k	+8%	3.2k	146.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$461k	+3%	2.1k	215.04	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.1	$452k	+3%	9.6k	47.00	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$448k	+3%	2.2k	200.83	View chart
Corning Incorporated (GLW)	0.1	$438k		3.2k	135.95	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$437k	+4%	7.9k	55.24	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.1	$434k	-14%	2.4k	181.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$433k	+39%	10k	41.69	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$422k	+3%	9.2k	46.07	View chart
Vanguard World Energy Etf (VDE)	0.1	$414k	+3%	2.5k	164.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$409k	+83%	9.9k	41.09	View chart
PNC Financial Services (PNC)	0.1	$406k		2.0k	208.10	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.1	$405k	-6%	4.7k	86.52	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$403k	+7%	7.7k	52.56	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$396k	-5%	8.7k	45.26	View chart
Caterpillar (CAT)	0.1	$394k	+7%	554.00	711.67	View chart
American Electric Power Company (AEP)	0.1	$391k	+13%	3.0k	131.09	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$385k	-4%	6.3k	61.26	View chart
Cohen & Steers Quality Income Realty (RQI)	0.1	$384k		32k	12.05	View chart
Realty Income (O)	0.1	$380k	+29%	6.2k	61.18	View chart
Fidelity Covington Trust Fidelity Fund Lr (FFLG)	0.1	$375k	+2%	14k	27.81	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$371k	+22%	8.8k	42.32	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$368k	+33%	3.7k	100.67	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$360k		1.4k	253.98	View chart
Royce Value Trust (RVT)	0.1	$344k		21k	16.60	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$343k		4.9k	69.75	View chart
Waste Management (WM)	0.1	$338k	+9%	1.5k	229.78	View chart
Selective Insurance (SIGI)	0.1	$335k	+64%	4.4k	75.38	View chart
Bristol Myers Squibb (BMY)	0.1	$334k		5.5k	60.65	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$333k		4.7k	70.36	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$331k		7.2k	46.19	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$326k	-3%	7.3k	44.80	View chart
Honeywell International (HON)	0.1	$323k	+7%	1.4k	226.11	View chart
Procter & Gamble Company (PG)	0.1	$307k	+6%	2.1k	144.46	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$305k		4.0k	77.18	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$305k		1.5k	198.32	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$298k		6.2k	48.32	View chart
Cardinal Health (CAH)	0.1	$291k	+6%	1.4k	211.24	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$291k	-4%	4.1k	70.28	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$283k	-2%	2.7k	106.15	View chart
Carrier Global Corporation (CARR)	0.1	$275k	-2%	4.9k	56.31	View chart
Pepsi (PEP)	0.1	$269k	+5%	1.7k	155.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$264k	-5%	6.5k	40.78	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$254k	+5%	3.0k	85.19	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.1	$251k	NEW	16k	16.07	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$250k	+11%	2.0k	125.93	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$249k	-12%	14k	17.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$247k		2.8k	88.71	View chart
Republic Services (RSG)	0.1	$244k		1.1k	219.08	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$244k	-14%	4.8k	50.63	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$237k	NEW	6.7k	35.44	View chart
Union Pacific Corporation (UNP)	0.1	$235k		966.00	242.73	View chart
Sofi Technologies (SOFI)	0.0	$214k	+14%	14k	15.88	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.0	$213k	+7%	2.0k	107.32	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$212k	NEW	4.2k	50.37	View chart
Key (KEY)	0.0	$209k	-19%	10k	20.05	View chart
O'reilly Automotive (ORLY)	0.0	$208k	-3%	2.3k	92.31	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$204k	+10%	3.7k	54.55	View chart
Roku Com Cl A (ROKU)	0.0	$201k	+6%	2.1k	94.62	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.0	$164k	+2%	15k	10.89	View chart
Aquestive Therapeutics (AQST)	0.0	$50k	NEW	12k	4.15	View chart
Heron Therapeutics (HRTX)	0.0	$16k	NEW	20k	0.80	View chart

Past Filings by PKS Advisory Services

SEC 13F filings are viewable for PKS Advisory Services going back to 2025

PKS Advisory Services 2026 Q1 filed May 13, 2026
PKS Advisory Services 2025 Q4 filed Feb. 2, 2026
PKS Advisory Services 2025 Q3 filed Nov. 12, 2025

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