KA
| |
Kovack Advisors, Inc.13F | |
| Kovack Advisors, Inc. | |
| Last update 2025-05-06 | 576 Stocks (33 new) |
| Value $945.00 Mil | Turnover 7 % |
Kovack Advisors, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 111,172 | 62,467.3 | -16.53% | 6.610 | -1.27% | 0.010 | +18.68% | +8.77% | 641,181.3 | ||
AAPL | Apple Inc | 183,740 | 40,814.2 | -6.98% | 4.320 | -0.34% | 0.000 | +4.72% | -14.35% | 3,195,818.7 | Hardware | |
NVDA | NVIDIA Corp | 374,616 | 40,600.9 | -7.37% | 4.300 | -0.39% | 0.000 | +65.85% | +26.86% | 4,154,059.4 | Semiconductors | |
AMZN | Amazon.com Inc | 133,522 | 25,403.9 | -9.51% | 2.690 | -0.30% | 0.000 | +26.17% | +3.87% | 2,419,150.3 | Retail - Cyclical | |
SPY | SPDR S&P 500 ETF Trust | 39,607 | 22,155.7 | -1.54% | 2.350 | -0.04% | 0.000 | +18.61% | +8.69% | 653,329.6 | ||
MSFT | Microsoft Corp | 58,898 | 22,109.9 | -3.45% | 2.340 | -0.09% | 0.000 | +35.07% | +20.21% | 3,751,576.5 | Software | |
QQQ | INVESCO QQQ Trust | 40,180 | 18,841.1 | -3.22% | 1.990 | -0.07% | 0.010 | +23.96% | +10.38% | 358,854.0 | ||
VOO | Vanguard S&P 500 ETF | 33,940 | 17,441.9 | +25.76% | 1.850 | +0.38% | 0.000 | +18.66% | +8.74% | 662,745.7 | ||
GOOGL | Alphabet Inc | 90,873 | 14,052.6 | -0.96% | 1.490 | -0.02% | 0.000 | +22.66% | +0.78% | 2,313,666.9 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 25,018 | 13,324.3 | -1.01% | 1.410 | -0.01% | 0.000 | -8.40% | +6.46% | 1,039,681.8 | Insurance |
Kovack Advisors, Inc.'s Historical Top Holdings Breakdowns
Kovack Advisors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 2025-03-31 | New Buy New Buy | +1.30% | 34.83 ($36.45) 37.46 | $38.42 | 5.42% | New holding | 339,002 | 339,002 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.27% | 554.06 ($590.51) 615.85 | $636.31 | 7.76% | Reduce -16.53% | 111,172 | -22,014 | |
SH | ProShares Short S&P500 -1x Shares | 2025-03-31 | Add Add | +0.40% | 40.87 ($42.57) 45.53 | $38.84 | -8.76% | Add 775.52% | 94,521 | 83,725 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.39% | 106.98 ($126.74) 149.43 | $170.34 | 34.40% | Reduce -7.37% | 374,616 | -29,795 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.38% | 507.05 ($540.58) 563.67 | $582.09 | 7.68% | Add 25.76% | 33,940 | 6,952 | |
AXON | Axon Enterprise Inc | 2025-03-31 | Reduce Reduce | -0.36% | 496.65 ($585.29) 710.01 | $704.34 | 20.34% | Reduce -71.42% | 2,513 | -6,281 | |
XOM | Exxon Mobil Corp | 2025-03-31 | Reduce Reduce | -0.35% | 105.44 ($110.59) 118.93 | $109.89 | -0.63% | Reduce -44.43% | 41,428 | -33,127 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.34% | 209.68 ($231.67) 247.1 | $213.82 | -7.70% | Reduce -6.98% | 183,740 | -13,792 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.30% | 190.26 ($217) 242.06 | $227.87 | 5.01% | Reduce -9.51% | 133,522 | -14,025 | |
ENB | Enbridge Inc | 2025-03-31 | Add Add | +0.25% | 41.54 ($43.52) 45.45 | $45.48 | 4.49% | Add 312.95% | 70,143 | 53,157 |
Kovack Advisors, Inc. Total Holding History ($B)
Kovack Advisors, Inc.'s Asset Allocation
Kovack Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Kovack Advisors, Inc.'s Hypothetical Growth since 2025-03-31
Kovack Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Kovack Advisors, Inc.'s Holdings Heat Map
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Kovack Advisors, Inc.'s Holdings Bubble Chart
Kovack Advisors, Inc. News
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