Portfolio (Quarterly)
Guide ↗
PKS Advisory Services, LLC
· CIK 0001605401| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | — | 14,932 | $1.2M | 0.26% | SOLD |
| 2 | FDEC | FIRST TR EXCHNG TRADED FD VI | — | 7,846 | $386K | 0.08% | SOLD |
| 3 | VYM | VANGUARD WHITEHALL FDS | — | 1,751 | $247K | 0.05% | SOLD |
| 4 | XLF | SELECT SECTOR SPDR TR | — | 4,011 | $216K | 0.04% | SOLD |
| 5 | IUSG | ISHARES TR | — | 1,230 | $202K | 0.04% | SOLD |
| 6 | ATEC | ALPHATEC HLDGS INC | Healthcare | 10,751 | $156K | 0.03% | SOLD |
| 7 | NEA | NUVEEN AMT FREE QLTY MUN INC | Financial Services | 11,408 | $130K | 0.03% | SOLD |
| 8 | AWF | ALLIANCEBERNSTEIN GLOBAL HIG | Financial Services | 10,861 | $122K | 0.03% | SOLD |
| 9 | CRVS | CORVUS PHARMACEUTICALS INC | Healthcare | 10,500 | $77K | 0.02% | SOLD |
| 10 | HIVE | HIVE DIGITAL TECHNOLOGIES LT | Financial Services | 11,000 | $44K | 0.01% | SOLD |
| 11 | HRTX | HERON THERAPEUTICS INC | Healthcare | 20,000 | $25K | 0.01% | SOLD |
Sector Allocation
Financial Services
51.1%
Technology
21.5%
Communication Services
7.7%
Consumer Cyclical
6.0%
Healthcare
4.0%
Industrials
4.0%
Consumer Defensive
2.1%
Energy
2.0%
Utilities
1.4%
Real Estate
0.2%