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Portfolio (Quarterly) Guide ↗

PKS Advisory Services, LLC

· CIK 0001605401
13F Portfolio $438M AUM 255 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 81 Added 123 Reduced 11 Exited
Page 4 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 USMV ISHARES TR 8,163.0 $769K 0.17% -2K -19.4% $94.16 +2.9%
62 VZ VERIZON COMMUNICATIONS INC Communication Services 18,626.0 $759K 0.17% -3K -12.1% $40.73 +18.7%
63 SPYG SPDR SERIES TRUST 7,093.0 $757K 0.17% -101.0 -1.4% $106.70 +10.8%
64 WSM WILLIAMS SONOMA INC Consumer Cyclical 4,225.0 $755K 0.17% -300.0 -6.6% $178.59 +7.8%
65 MU MICRON TECHNOLOGY INC Technology 2,635.0 $752K 0.17% -481.0 -15.4% $285.45 +163.1%
66 VUG VANGUARD INDEX FDS 1,521.0 $742K 0.17% -189.0 -11.1% $487.72 -82.1%
67 FTEC FIDELITY COVINGTON TRUST 3,297.0 $741K 0.17% -40.0 -1.2% $224.67 +23.0%
68 HAWX ISHARES TR 18,588.0 $734K 0.17% -240.0 -1.3% $39.48 +13.1%
69 VTEB VANGUARD MUN BD FDS 14,092.0 $709K 0.16% -2K -10.3% $50.29 -0.8%
70 ISHARES TR 15,430.0 $701K 0.16% -356.0 -2.3% $45.45
71 QQQM INVESCO EXCH TRADED FD TR II 2,766.0 $700K 0.16% -208.0 -7.0% $252.92 +16.8%
72 LLY ELI LILLY & CO Healthcare 648.0 $697K 0.16% -116.0 -15.2% $1075.26 -1.0%
73 FMB FIRST TR EXCH TRADED FD III 13,283.0 $679K 0.15% -611.0 -4.4% $51.13 -0.9%
74 CMI CUMMINS INC Industrials 1,301.0 $664K 0.15% -52.0 -3.8% $510.30 +25.3%
75 TDIV FIRST TR EXCHANGE TRADED FD 6,768.0 $655K 0.15% -139.0 -2.0% $96.84 +19.7%
76 IJJ ISHARES TR 4,929.0 $649K 0.15% -278.0 -5.3% $131.60 +7.1%
77 CSCO CISCO SYS INC Technology 8,372.0 $645K 0.15% -1K -14.2% $77.03 +56.3%
78 EEM ISHARES TR 11,505.0 $629K 0.14% -359.0 -3.0% $54.71 +20.4%
79 NEE NEXTERA ENERGY INC Utilities 7,602.0 $610K 0.14% -312.0 -3.9% $80.28 +10.3%
80 VTV VANGUARD INDEX FDS 2,960.0 $565K 0.13% -2K -42.8% $191.00 +10.4%
Page 4 of 7  ·  123 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%