PKS Advisory Services, LLC
CIK
1605401
City
ALBANY
State / Country
NY
Top Portfolio Positions
85 positions ·
$153,525,952 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 | 18.76% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
49,186 | $28,389,175 | 18.49% | |
| AAPL |
Apple Inc.
Technology
|
57,187 | $14,513,488 | 9.45% | |
| NVDA |
Nvidia Corp
Technology
|
29,950 | $5,223,280 | 3.40% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
11,199 | $5,187,264 | 3.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,488 | $4,267,035 | 2.78% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,065 | $3,756,971 | 2.45% | |
| MSFT |
Microsoft Corp
Technology
|
8,864 | $3,281,186 | 2.14% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
26,862 | $3,186,639 | 2.08% | |
| GLD |
Spdr Gold Trust
|
7,015 | $3,018,484 | 1.97% |
Portfolio Trend
Holdings in RQI
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $383,455 | 31,822 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $368,317 | 32,252 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $396,608 | 31,805 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $285,864 | 22,961 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $197,418 | 15,718 | Shares | Sole | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||