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Home > Institutional Investor > Pks Advisory Services, Llc > Profile

Instuitional Investor - Pks Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Pks Advisory Services, Llc
Portfolio Value $626,580,698
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 74,832 $56,047,558 8.94%
2.
Invesco Qqq Tr
 49,211 $36,255,092 5.79%
3.
Spdr S & P 500 Etf Trust
 SPY 44,125 $32,955,820 5.26%
4.
Ishares Trust
 IEF 158,101 $23,448,105 3.74%
5.
Ishares Trust
 IEF 300,185 $23,146,670 3.69%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.