Kovack Advisors, Inc. Incresed Positions in Q1 2025

Kovack Advisors, Inc.

  • $907 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.95K
+ 25.76%
$507.05 - $563.67 $3.53M - $3.92M
33.9K $17.4M
ENB
Enbridge Inc

Energy
53.2K
+ 312.95%
$41.54 - $45.45 $2.21M - $2.42M
70.1K $3.11M
SQ
Block, Inc.

Technology
37.4K
+ 1209.04%
$54.04 - $92.95 $2.02M - $3.48M
40.5K $2.32M
GS
Goldman Sachs Group Inc

Financial Services
3.18K
+ 118.76%
$524.81 - $672.19 $1.67M - $2.14M
5.85K $3.2M
PSX
Phillips 66

Energy
12K
+ 525.5%
$113.93 - $131.55 $1.37M - $1.58M
14.3K $1.77M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.4K
+ 45.07%
$95.85 - $99.25 $1.38M - $1.43M
46.4K $4.59M
OKE
Oneok Inc

Energy
14.6K
+ 181.87%
$89.57 - $109.85 $1.31M - $1.61M
22.7K $2.25M
PEP
Pepsico Inc

Consumer Defensive
6.53K
+ 47.5%
$142.64 - $156.42 $931K - $1.02M
20.3K $3.04M
PSLV
Sprott Physical Silver Trust

Financial Services
35.1K
+ 13.35%
$9.86 - $11.68 $346K - $410K
298K $3.46M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
25.2K
+ 53.94%
$29.68 - $32.59 $747K - $821K
71.9K $2.15M
KIO
Kkr Income Opportunities Fund

Financial Services
54.6K
+ 124.01%
$12.16 - $13.6 $664K - $743K
98.7K $1.21M
PLTR
Palantir Technologies Inc.

Technology
3.93K
+ 12.82%
$64.98 - $124.62 $255K - $490K
34.6K $2.92M
ETN
Eaton Corp PLC

Industrials
2.34K
+ 343.61%
$271.83 - $371.23 $636K - $869K
3.02K $821K
VZ
Verizon Communications Inc

Communication Services
6.66K
+ 13.23%
$37.81 - $46.49 $252K - $310K
57K $2.58M
EDOW
First Tr Exchange Traded Fd

ETFs
15K
+ 40.21%
$35.58 - $38.24 $534K - $574K
52.3K $1.89M
GLD
Spdr Gold Trust

ETFs
204
+ 2.04%
$243.19 - $288.14 $49.6K - $58.8K
10.2K $2.94M
IEFA
Ishares Tr

ETFs
6.4K
+ 108.89%
$69.57 - $78.65 $445K - $503K
12.3K $928K
UNH
Unitedhealth Group Inc

Healthcare
542
+ 5.27%
$461.52 - $548.18 $250K - $297K
10.8K $5.67M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
19K
+ 31.85%
$23.9 - $24.43 $455K - $465K
78.8K $1.9M
GNL
Global Net Lease, Inc.

Real Estate
35.5K
+ 22.0%
$6.91 - $8.26 $246K - $294K
197K $1.58M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.59K
+ 120.33%
$44.72 - $46.25 $340K - $351K
13.9K $640K
GE
General Electric CO

Industrials
196
+ 2.17%
$168.59 - $212.13 $33K - $41.6K
9.25K $1.85M
DLR
Digital Realty Trust, Inc.

Real Estate
3.47K
+ 75.82%
$142.1 - $183.56 $493K - $637K
8.04K $1.15M
AES
Aes Corp

Utilities
26.5K
+ 93.17%
$9.93 - $13.23 $263K - $351K
55K $682K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
9.67K
+ 7.3%
$25.44 - $25.58 $246K - $247K
142K $3.63M
FPE
First Tr Pfd Secs & Income ETF

ETFs
14.5K
+ 18.78%
$17.53 - $17.87 $255K - $259K
91.8K $1.62M
EMB
Ishares Tr

ETFs
2.66K
+ 113.84%
$88.64 - $92.03 $236K - $245K
4.99K $452K
JFR
Nuveen Floating Rate Income Fund

Financial Services
29.9K
+ 101.15%
$8.41 - $9.05 $252K - $271K
59.5K $503K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.65K
+ 110.73%
$50.39 - $50.66 $234K - $235K
8.84K $447K
RDVY
First Trust Rising Dividend Ac

ETFs
5.1K
+ 4.49%
$57.22 - $63.39 $292K - $323K
119K $6.94M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
10.3K
+ 10.49%
$29.34 - $31.31 $302K - $322K
109K $3.22M
RGLD
Royal Gold Inc

Basic Materials
500
+ 10.99%
$132.55 - $163.51 $66.3K - $81.8K
5.05K $825K
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
HDV
Ishares Core High Dividend ETF

ETFs
969
+ 9.46%
$110.86 - $121.12 $107K - $117K
11.2K $1.36M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.52K
+ 19.2%
$106.22 - $111.09 $162K - $169K
9.46K $1.05M
PDI
Pimco Dynamic Income Fund

Financial Services
8.51K
+ 36.41%
$18.51 - $20.05 $158K - $171K
31.9K $631K
MITK
Mitek Systems Inc

Technology
46.6K
+ 66.75%
$8.25 - $11.02 $384K - $513K
116K $959K
IYLD
Ishares Tr Ishares Morningstar

ETFs
7.65K
+ 16.72%
$19.42 - $20.31 $149K - $155K
53.4K $1.07M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.65K
+ 12.23%
$100.56 - $108.28 $166K - $179K
15.2K $1.56M
CRWD
Crowd Strike Holdings, Inc.

Technology
375
+ 10.17%
$308.86 - $455.36 $116K - $171K
4.06K $1.43M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.1K
+ 10.04%
$169.43 - $182.84 $186K - $200K
12K $2.08M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
71
+ 2.12%
$80.53 - $147.57 $5.72K - $10.5K
3.43K $452K
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
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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