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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 5 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QUAL ISHARES TR 5,490.0 $1.1M 0.25% -522.0 -8.7% $198.63 +7.9%
82 RTX RTX CORPORATION Industrials 5,914.0 $1.1M 0.25% -132.0 -2.2% $183.39 -3.5%
83 VOO VANGUARD INDEX FDS 1,713.0 $1.1M 0.24% -855.0 -33.3% $627.08 +9.3%
84 CIBR FIRST TR EXCHANGE TRADED FD 14,761.0 $1.1M 0.24% +5K +44.0% $71.45 +18.0%
85 PAAA PGIM ETF TR 20,538.0 $1.1M 0.24% +4K +26.0% $51.26 +0.4%
86 GEV GE VERNOVA INC Utilities 1,610.0 $1.1M 0.24% +70.0 +4.5% $653.40 +59.0%
87 TSLA TESLA INC Consumer Cyclical 2,317.0 $1.0M 0.24% -342.0 -12.9% $449.70 -5.3%
88 IJK ISHARES TR 10,753.0 $1.0M 0.24% +308.0 +3.0% $96.88 +15.4%
89 COST COSTCO WHSL CORP NEW Consumer Defensive 1,175.0 $1.0M 0.23% +58.0 +5.2% $862.00 +19.3%
90 GE GE AEROSPACE Industrials 3,203.0 $987K 0.23% -98.0 -3.0% $308.01 -1.7%
91 FELV FIDELITY COVINGTON TRUST 28,343.0 $982K 0.22% -6K -16.6% $34.66 +12.4%
92 CVS CVS HEALTH CORP Healthcare 11,937.0 $947K 0.22% $79.36 +17.5%
93 SMH VANECK ETF TRUST 2,607.0 $939K 0.21% -149.0 -5.4% $360.09 +60.0%
94 IWD ISHARES TR 4,388.0 $923K 0.21% -61.0 -1.4% $210.32 +12.4%
95 SPAB SPDR SERIES TRUST 35,714.0 $920K 0.21% -2K -4.5% $25.75 -1.5%
96 FREL FIDELITY COVINGTON TRUST 33,736.0 $907K 0.21% -1K -3.8% $26.89 +9.3%
97 MMIT NEW YORK LIFE INVTS ACTIVE E 37,113.0 $903K 0.21% -3K -6.3% $24.33 -0.8%
98 DIS DISNEY WALT CO Communication Services 7,764.0 $883K 0.20% -2K -17.6% $113.77 -9.5%
99 SHLD GLOBAL X FDS 13,609.0 $882K 0.20% -817.0 -5.7% $64.79 +0.6%
100 FTSM FIRST TR EXCHANGE-TRADED FD 14,561.0 $873K 0.20% -785.0 -5.1% $59.93 +0.0%
Page 5 of 13  ·  255 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%