Kovack Advisors, Inc. Purchases in Q1 2025

Kovack Advisors, Inc.

  • $907 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZTS
Zoetis Inc.

Healthcare
1.38K
New
$156.48 - $175.67 $216K - $242K
1.38K $227K
DOV
Dover Corp

Industrials
1.3K
New
$174.65 - $206.43 $227K - $268K
1.3K $227K
RGLD
Royal Gold Inc

Basic Materials
500
+ 10.99%
$132.55 - $163.51 $66.3K - $81.8K
5.05K $825K
AJG
Arthur J. Gallagher & Co.

Financial Services
651
New
$275.89 - $345.24 $180K - $225K
651 $224K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
9.43K
+ 20.53%
$23.71 - $24.2 $224K - $228K
55.4K $1.32M
MO
Altria Group, Inc.

Consumer Defensive
663
+ 2.85%
$50.81 - $60.02 $33.7K - $39.8K
23.9K $1.43M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
5.15K
New
$41.74 - $43.57 $215K - $224K
5.15K $216K
AZN
Astrazeneca PLC

Healthcare
2.9K
New
$65.37 - $77.96 $190K - $226K
2.9K $213K
OGE
Oge Energy Corp.

Utilities
4.62K
New
$39.76 - $46.32 $184K - $214K
4.62K $212K
HWC
Hancock Whitney Corp

Financial Services
4K
New
$49.61 - $61.03 $198K - $244K
4K $209K
CI
Cigna Corp

Healthcare
628
New
$274.49 - $329.0 $172K - $207K
628 $206K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.52K
+ 19.2%
$106.22 - $111.09 $162K - $169K
9.46K $1.05M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.72K
New
$119.38 - $161.42 $205K - $277K
1.72K $204K
PDI
Pimco Dynamic Income Fund

Financial Services
8.51K
+ 36.41%
$18.51 - $20.05 $158K - $171K
31.9K $631K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
7.85K
New
$23.43 - $25.55 $184K - $201K
7.85K $200K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
15.1K
New
$12.03 - $12.69 $182K - $192K
15.1K $185K
MITK
Mitek Systems Inc

Technology
46.6K
+ 66.75%
$8.25 - $11.02 $384K - $513K
116K $959K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.65K
+ 12.23%
$100.56 - $108.28 $166K - $179K
15.2K $1.56M
IYLD
Ishares Tr Ishares Morningstar

ETFs
7.65K
+ 16.72%
$19.42 - $20.31 $149K - $155K
53.4K $1.07M
CRWD
Crowd Strike Holdings, Inc.

Technology
375
+ 10.17%
$308.86 - $455.36 $116K - $171K
4.06K $1.43M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
71
+ 2.12%
$80.53 - $147.57 $5.72K - $10.5K
3.43K $452K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.1K
+ 10.04%
$169.43 - $182.84 $186K - $200K
12K $2.08M
FTSL
First Trust Senior Ln Fund

ETFs
4.73K
+ 5.47%
$45.65 - $46.48 $216K - $220K
91.2K $4.17M
DELL
Dell Technologies Inc.

Technology
2.65K
+ 82.01%
$90.34 - $124.66 $240K - $331K
5.89K $536K
UBER
Uber Technologies, Inc

Technology
454
+ 4.63%
$63.17 - $81.49 $28.7K - $37K
10.3K $747K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.06K
+ 17.37%
$42.18 - $45.16 $129K - $138K
20.7K $916K
XLU
Utilities Sector Spdr

ETFs
1.26K
+ 7.63%
$74.7 - $80.27 $94.3K - $101K
17.8K $1.41M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.91K
+ 19.18%
$44.68 - $46.49 $130K - $135K
18.1K $836K
IEMG
Ishares Inc

ETFs
2.68K
+ 50.36%
N/A
8.01K $429K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
13.5K
New
$10.37 - $10.83 $140K - $146K
13.5K $140K
EFV
Msci Eafe Value ETF

ETFs
1.54K
+ 22.7%
$51.88 - $60.73 $80K - $93.6K
8.34K $491K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
3.75K
+ 58.21%
$40.67 - $48.92 $153K - $183K
10.2K $414K
XLI
Industrial Sector Spdr

ETFs
957
+ 15.89%
$128.78 - $141.67 $123K - $136K
6.98K $914K
BMY
Bristol Myers Squibb CO

Healthcare
515
+ 2.63%
$53.9 - $63.11 $27.8K - $32.5K
20.1K $1.22M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.38K
+ 30.13%
$81.83 - $82.73 $113K - $114K
5.96K $493K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.8K
+ 4.72%
$27.01 - $28.54 $75.5K - $79.8K
62K $1.73M
VIG
Vanguard Dividend Appreciation

ETFs
632
+ 3.25%
N/A
20K $3.65M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
19
+ 1.54%
$402.49 - $513.76 $7.65K - $9.76K
1.26K $608K
VSH
Vishay Intertechnology Inc

Technology
12.8K
+ 13.81%
$15.9 - $19.1 $203K - $244K
105K $1.67M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
722
+ 9.86%
$87.68 - $94.52 $63.3K - $68.2K
8.04K $753K
VGIT
Vanguard Intermediate Term Tre

ETFs
942
+ 3.03%
$57.44 - $59.4 $54.1K - $56K
32K $1.9M
FTGC
First Trust Global Tactical CO

ETFs
2.83K
+ 16.87%
$23.95 - $25.86 $67.8K - $73.2K
19.6K $500K
CGDV
Capital Group Divid Value ETF

ETFs
2.51K
+ 11.64%
$34.95 - $37.36 $87.6K - $93.7K
24K $856K
AGNC
Agnc Investment Corp.

Real Estate
1.19K
+ 0.54%
$9.12 - $10.54 $10.8K - $12.5K
222K $2.13M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.06K
+ 12.29%
$56.51 - $62.98 $60K - $66.8K
9.7K $588K
AEP
American Electric Power CO Inc

Utilities
414
+ 14.94%
$90.32 - $109.27 $37.4K - $45.2K
3.19K $348K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
906
+ 4.03%
$77.7 - $78.94 $70.4K - $71.5K
23.4K $1.85M
VT
Vanguard Total World Stk Index

ETFs
829
+ 31.17%
$115.08 - $123.97 $95.4K - $103K
3.49K $404K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.02K
+ 29.38%
$57.21 - $65.8 $115K - $133K
8.87K $517K
Activity Summary
Buys All Purchases 290 New Holdings 34 Increased Positions 256 Sells All Sells 256 Reductions 256 Sold out 0 Options Calls 0 Puts 0
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