PKS Advisory Services, LLC
Top Portfolio Positions
86 positions ·
$155,695,290 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
44,295 | $28,806,810 | 18.50% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
49,186 | $28,389,175 | 18.23% | |
| AAPL |
Apple Inc.
Technology
|
57,187 | $14,513,488 | 9.32% | |
| NVDA |
Nvidia Corp
Technology
|
29,950 | $5,223,280 | 3.35% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
11,199 | $5,187,264 | 3.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,488 | $4,267,035 | 2.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,065 | $3,756,971 | 2.41% | |
| MSFT |
Microsoft Corp
Technology
|
8,864 | $3,281,186 | 2.11% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
26,862 | $3,186,639 | 2.05% | |
| GLD |
Spdr Gold Trust
|
7,015 | $3,018,484 | 1.94% |
Portfolio Trend
6 quarters · across all stocks
Holdings in NUV
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,916,865 | 213,222 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,625,092 | 179,370 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $912,251 | 101,587 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $797,046 | 91,720 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $398,596 | 45,450 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $407,595 | 47,450 | Shares | Sole | 2025-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||