Kovack Advisors, Inc. has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $919 Million distributed in 586 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $69.2M, Nvidia Corp with a value of $46M, Apple Inc. with a value of $41.5M, Amazon Com Inc with a value of $25.6M, and Microsoft Corp with a value of $25.2M.

Examining the 13F form we can see an increase of $32.6M in the current position value, from $887M to 919M.

Below you can find more details about Kovack Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $919 Million
ETFs: $399 Million
Technology: $190 Million
Financial Services: $59.8 Million
Consumer Cyclical: $49.9 Million
Healthcare: $44.3 Million
Industrials: $42 Million
Communication Services: $38.4 Million
Energy: $35.8 Million
Other: $59.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 586
  • Current Value $919 Million
  • Prior Value $887 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 53 stocks
  • Additional Purchases 225 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 274 stocks
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