Kovack Advisors, Inc. Reduced Holdings in Q1 2025

Kovack Advisors, Inc.

  • $907 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HRI
Herc Holdings Inc

Industrials
-588
- 12.56%
$122.25 - $211.06 $71.9K - $124K
4.09K $549K
ET
Energy Transfer LP

Energy
-14.2K
- 22.83%
$17.26 - $21.08 $246K - $300K
48.1K $894K
DIS
Walt Disney CO

Communication Services
-768
- 4.14%
$96.87 - $114.0 $74.4K - $87.6K
17.8K $1.76M
SKYY
First Trust Cloud Computing Et

ETFs
-1.7K
- 24.1%
$102.23 - $131.18 $174K - $223K
5.36K $547K
XLY
Select Sector Spdr Consumer Di

ETFs
-464
- 6.19%
$192.6 - $233.2 $89.4K - $108K
7.03K $1.39M
MPLX
Mplx LP

Energy
-6.88K
- 50.33%
$47.88 - $54.65 $330K - $376K
6.79K $363K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.36K
- 9.23%
$56.17 - $59.71 $245K - $260K
42.8K $2.45M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.14K
- 45.89%
$85.29 - $92.57 $268K - $290K
3.7K $336K
GILD
Gilead Sciences, Inc.

Healthcare
-3.68K
- 47.21%
$89.14 - $117.41 $328K - $432K
4.12K $461K
RACE
Ferrari N.V.

Consumer Cyclical
-583
- 32.35%
$413.73 - $508.15 $241K - $296K
1.22K $521K
EPD
Enterprise Products Partners L.P.

Energy
-8.84K
- 36.74%
$31.75 - $34.14 $281K - $302K
15.2K $519K
IWM
Ishares Russell 2000 ETF

ETFs
-792
- 22.82%
$198.1 - $229.79 $157K - $182K
2.68K $534K
BA
Boeing CO

Industrials
-1.03K
- 15.03%
$148.15 - $186.25 $153K - $192K
5.83K $993K
FDN
First Tr Fd Dow Jones

ETFs
-406
- 6.65%
$221.38 - $266.86 $89.9K - $108K
5.7K $1.27M
ADBE
Adobe Inc.

Technology
-31
- 0.93%
$377.84 - $464.11 $11.7K - $14.4K
3.31K $1.27M
STZ
Constellation Brands, Inc.

Consumer Defensive
-325
- 8.47%
$161.05 - $222.93 $52.3K - $72.5K
3.51K $644K
ARAY
Accuray Inc

Healthcare
-10.4K
- 1.07%
$1.74 - $2.69 $18.1K - $28K
958K $1.71M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-2.61K
- 43.56%
$76.77 - $82.22 $200K - $214K
3.38K $267K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-335
- 19.09%
$360.07 - $417.26 $121K - $140K
1.42K $512K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-256
- 1.99%
$126.86 - $146.45 $32.5K - $37.5K
12.6K $1.6M
EPR
Epr Properties

Real Estate
-5.3K
- 49.58%
$43.98 - $53.81 $233K - $285K
5.39K $283K
IYW
Ishares Dj Us Tech ETF

ETFs
-583
- 11.55%
$140.44 - $166.79 $81.9K - $97.2K
4.47K $627K
BB
Blackberry LTD

Technology
-46K
- 14.92%
$3.68 - $6.07 $169K - $279K
262K $988K
CMCSA
Comcast Corp

Communication Services
-4.3K
- 16.26%
$33.19 - $38.23 $143K - $165K
22.2K $817K
JPM
Jpmorgan Chase & CO

Financial Services
-1.44K
- 4.51%
$225.19 - $279.95 $324K - $403K
30.5K $7.48M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-305
- 0.24%
$85.06 - $87.69 $25.9K - $26.7K
126K $10.7M
META
Meta Platforms, Inc.

Communication Services
-3
- 0.02%
$576.36 - $736.67 $1.73K - $2.21K
12.2K $7.04M
EGY
Vaalco Energy Inc

Energy
-6.6K
- 2.9%
$3.71 - $4.74 $24.5K - $31.3K
221K $829K
VB
Vanguard Small Cap ETF

ETFs
-395
- 10.15%
$217.89 - $252.64 $86.1K - $99.8K
3.5K $775K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-680
- 6.16%
$120.29 - $134.6 $81.8K - $91.5K
10.4K $1.26M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-88
- 1.11%
$302.31 - $337.54 $26.6K - $29.7K
7.85K $2.41M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-208
- 2.06%
$408.78 - $448.82 $85K - $93.4K
9.88K $4.15M
SOXX
Ishares Semiconductor ETF

ETFs
-1
- 0.02%
$188.17 - $235.81 $188 - $236
5.14K $966K
AEE
Ameren Corp

Utilities
-1.9K
- 40.8%
$86.87 - $103.67 $165K - $197K
2.76K $277K
WMT
Walmart Inc.

Consumer Defensive
-295
- 0.69%
$84.5 - $105.05 $24.9K - $31K
42.5K $3.73M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
-22.7K
- 51.38%
$2.86 - $9.78 $64.9K - $222K
21.5K $61K
VIAV
Viavi Solutions Inc.

Technology
-30.8K
- 15.97%
$9.71 - $12.8 $299K - $394K
162K $1.81M
MAR
Marriott International Inc

Consumer Cyclical
-198
- 9.3%
$237.01 - $304.45 $46.9K - $60.3K
1.93K $460K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.92K
- 40.08%
$71.17 - $73.66 $136K - $141K
2.86K $210K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.91K
- 35.54%
$62.72 - $71.92 $120K - $137K
3.46K $217K
VFH
Vanguard Financial ETF

ETFs
-1.05K
- 25.82%
$114.07 - $127.34 $119K - $133K
3K $358K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-787
- 12.81%
$81.1 - $94.7 $63.8K - $74.5K
5.36K $434K
TJX
Tjx Companies Inc

Consumer Cyclical
-1K
- 19.36%
$112.81 - $126.16 $113K - $126K
4.17K $507K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.81K
- 15.16%
$73.78 - $76.59 $133K - $138K
10.1K $773K
UAL
United Airlines Holdings, Inc.

Industrials
-1
- 0.02%
$69.05 - $110.52 $69.1 - $111
4.07K $281K
MS
Morgan Stanley

Financial Services
-459
- 7.55%
$111.68 - $141.08 $51.3K - $64.8K
5.62K $655K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-3.89K
- 10.07%
$14.93 - $16.85 $58.1K - $65.5K
34.7K $524K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-327
- 4.77%
$102.49 - $119.96 $33.5K - $39.2K
6.53K $682K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.16K
- 24.83%
$91.45 - $91.75 $106K - $106K
3.5K $320K
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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