PKS Advisory Services, LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$405.1B

Holdings

261

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (261 positions)

#StockSharesValue% PortfolioType
201
VIGVANGUARD SPECIALIZED FUNDS
1,443$295.4M0.07%
202
FSMDFIDELITY COVINGTON TRUST
7,119$295.2M0.07%
203
SPGPINVESCO EXCHANGE TRADED FD T
2,717$292.6M0.07%
204
TFLOISHARES TR
5,771$292.3M0.07%
205
ELVELEVANCE HEALTH INC
772$291.8M0.07%
206
XARSPDR SERIES TRUST
4,878$291.3M0.07%
207
BINCBLACKROCK ETF TRUST II
5,472$289.1M0.07%
208
XLESELECT SECTOR SPDR TR
3,400$288.4M0.07%
209
RQICOHEN & STEERS QUALITY INCOM
22,961$285.9M0.07%
210
USEPINNOVATOR ETFS TRUST
7,737$285.1M0.07%
211
VBRVANGUARD INDEX FDS
1,351$283.4M0.07%
212
FTSLFIRST TR EXCHANGE-TRADED FD
6,093$279.6M0.07%
213
MLNVANECK ETF TRUST
16,300$275.3M0.07%
214
RSGREPUBLIC SVCS INC
1,104$272.3M0.07%
215
LBLANDBRIDGE COMPANY LLC
4,000$270.3M0.07%
216
FBTFIRST TR EXCHANGE-TRADED FD
1,666$268.8M0.07%
217
GDECFIRST TR EXCHNG TRADED FD VI
7,601$267.2M0.07%
218
HEFAISHARES TR
7,034$267.0M0.07%
219
PRFINVESCO EXCHANGE TRADED FD T
6,175$261.0M0.06%
220
CITCINTAS CORP
1,170$260.7M0.06%
221
SPTLSPDR SERIES TRUST
9,707$257.5M0.06%
222
IYKISHARES TR
3,650$257.3M0.06%
223
OTISOTIS WORLDWIDE CORP
2,575$255.0M0.06%
224
CRWDCROWDSTRIKE HLDGS INC
500$254.7M0.06%
225
PFEPFIZER INC
10,448$253.3M0.06%
226
VDEVANGUARD WORLD FD
2,120$252.5M0.06%
227
AEPAMERICAN ELEC PWR CO INC
2,430$252.2M0.06%
228
BMYBRISTOL-MYERS SQUIBB CO
5,418$250.8M0.06%
229
SOXXISHARES TR
1,041$248.5M0.06%
230
SPSMSPDR SERIES TRUST
5,672$241.6M0.06%
231
HYDBISHARES TR
5,048$239.6M0.06%
232
UPSUNITED PARCEL SERVICE INC
2,006$238.1M0.06%
233
VYMVANGUARD WHITEHALL FDS
1,728$230.4M0.06%
234
HONHONEYWELL INTL INC
987$229.8M0.06%
235
UI2KEMPER CORP
3,535$228.1M0.06%
236
IEURISHARES TR
3,374$223.4M0.06%
237
KEYKEYCORP
12,706$221.3M0.05%
238
VGKVANGUARD INTL EQUITY INDEX F
2,790$216.2M0.05%
239
SOSOUTHERN CO
2,333$214.3M0.05%
240
CATCATERPILLAR INC
551$214.0M0.05%
241
PCARPACCAR INC
2,215$210.6M0.05%
242
ORLYOREILLY AUTOMOTIVE INC
2,325$209.6M0.05%
243
DUKDUKE ENERGY CORP NEW
1,773$208.6M0.05%
244
FISRSSGA ACTIVE TR
8,135$207.9M0.05%
245
VRTXVERTEX PHARMACEUTICALS INC
465$207.0M0.05%
246
CAHCARDINAL HEALTH INC
1,226$206.0M0.05%
247
PEPPEPSICO INC
1,559$205.8M0.05%
248
GLWCORNING INC
3,851$202.5M0.05%
249
SOFISOFI TECHNOLOGIES INC
11,000$200.3M0.05%
250
CROXCROCS INC
1,885$200.1M0.05%
251
DIAXNUVEEN DOW 30 DYNMC OVERWRT
12,387$177.6M0.04%
252
XNEAXNUVEEN AMT FREE QLTY MUN INC
12,012$131.2M0.03%
253
XAWFXALLIANCEBERNSTEIN GLOBAL HIG
11,198$123.5M0.03%
254
ATECALPHATEC HLDGS INC
10,751$119.3M0.03%
255
MHFWESTERN ASSET MUN HIGH INCOM
14,000$97.3M0.02%
256
ICADUSDICAD INC
20,250$77.2M0.02%
257
AQSTAQUESTIVE THERAPEUTICS INC
17,650$58.4M0.01%
258
CTMCASTELLUM INC
42,222$44.3M0.01%
259
CRVSCORVUS PHARMACEUTICALS INC
10,500$42.0M0.01%
260
CLSDUSDCLEARSIDE BIOMEDICAL INC
24,500$19.6M0.00%
261
ADAPYADAPTIMMUNE THERAPEUTICS PLC
17,000$4.1M0.00%
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