Kovack Advisors, Inc. Sells in Q3 2025

Kovack Advisors, Inc.

  • $1.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-28K
- 42.42%
$620.67 - $670.08 $17.4M - $18.8M
38K $25.5M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-85K
- 87.12%
$72.01 - $74.44 $6.12M - $6.32M
12.6K $922K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-51.4K
- 94.4%
$87.29 - $93.61 $4.49M - $4.81M
3.05K $284K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-36.5K
- 91.85%
$98.53 - $107.1 $3.59M - $3.91M
3.24K $339K
AMZN
Amazon Com Inc

Consumer Cyclical
-13.1K
- 9.73%
$211.65 - $238.24 $2.76M - $3.11M
121K $26.6M
CVX
Chevron Corp

Energy
-19.3K
- 30.67%
$145.57 - $161.83 $2.81M - $3.12M
43.6K $6.77M
MSFT
Microsoft Corp

Technology
-5.59K
- 9.78%
$491.09 - $535.64 $2.75M - $3M
51.6K $26.7M
AXON
Axon Enterprise, Inc.

Industrials
-1.7K
- 40.03%
$698.02 - $870.97 $1.19M - $1.48M
2.55K $1.83M
MELI
Mercadolibre Inc

Consumer Cyclical
-464
- 40.07%
$2292.04 - $2514.05 $1.06M - $1.17M
694 $1.62M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-12.4K
- 74.61%
$102.17 - $110.66 $1.27M - $1.37M
4.23K $467K
VST
Vistra Corp.

Utilities
-5.32K
- 7.61%
$182.0 - $217.92 $968K - $1.16M
64.6K $12.7M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-28.4K
- 39.64%
$33.07 - $34.84 $940K - $990K
43.3K $1.51M
ENB
Enbridge Inc

Energy
-20.9K
- 45.21%
$43.79 - $50.46 $914K - $1.05M
25.3K $1.28M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-29.8K
- 25.66%
$31.79 - $33.42 $946K - $994K
86.2K $2.88M
PG
Procter & Gamble CO

Consumer Defensive
-4.31K
- 27.27%
$150.47 - $161.22 $648K - $695K
11.5K $1.77M
T
At&T Inc.

Communication Services
-22.9K
- 18.86%
$26.94 - $29.62 $617K - $679K
98.6K $2.78M
META
Meta Platforms, Inc.

Communication Services
-868
- 7.06%
$695.21 - $791.73 $603K - $687K
11.4K $8.39M
NFLX
Netflix Inc

Communication Services
-214
- 7.53%
$1147.87 - $1297.18 $246K - $278K
2.63K $3.15M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-2.57K
- 55.89%
$275.84 - $326.36 $708K - $838K
2.03K $661K
DIS
Walt Disney CO

Communication Services
-3.38K
- 15.37%
$112.25 - $124.0 $379K - $419K
18.6K $2.13M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-94.4K
- 67.1%
$5.7 - $6.01 $538K - $567K
46.3K $274K
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.82K
- 50.9%
$109.11 - $111.88 $525K - $539K
4.65K $516K
VRT
Vertiv Holdings CO

Industrials
-5.65K
- 10.25%
N/A
49.5K $4.29M
NOW
Service Now, Inc.

Technology
-24
- 0.57%
$850.86 - $1044.69 $20.4K - $25.1K
4.21K $3.87M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.85K
- 23.08%
$291.67 - $316.99 $538K - $585K
6.15K $1.87M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-52.7K
- 60.15%
$8.07 - $8.58 $425K - $452K
34.9K $285K
VTI
Vanguard Total Stock Market Et

ETFs
-3.43K
- 12.19%
$303.93 - $329.86 $1.04M - $1.13M
24.7K $8.11M
KO
Coca Cola CO

Consumer Defensive
-4.41K
- 16.63%
$65.67 - $71.67 $290K - $316K
22.1K $1.47M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.64K
- 6.44%
$459.11 - $506.91 $752K - $830K
23.8K $12M
XLE
Energy Sector Spdr

ETFs
-6.11K
- 16.47%
$84.25 - $91.99 $515K - $562K
31K $2.77M
CRWD
Crowd Strike Holdings, Inc.

Technology
-481
- 7.65%
$412.46 - $514.1 $198K - $247K
5.81K $2.85M
PDI
Pimco Dynamic Income Fund

Financial Services
-19.6K
- 45.58%
$18.85 - $20.07 $370K - $394K
23.4K $464K
PEP
Pepsico Inc

Consumer Defensive
-3.3K
- 24.71%
$133.81 - $152.16 $442K - $502K
10.1K $1.41M
FTNT
Fortinet, Inc.

Technology
-2.36K
- 36.09%
$74.39 - $107.65 $175K - $254K
4.17K $350K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-24.5K
- 65.88%
$13.62 - $14.27 $333K - $349K
12.7K $180K
OKE
Oneok Inc

Energy
-2.24K
- 12.11%
$71.36 - $83.47 $160K - $187K
16.3K $1.19M
COST
Costco Wholesale Corp

Consumer Defensive
-136
- 4.67%
$915.95 - $994.57 $125K - $135K
2.78K $2.57M
PM
Philip Morris International Inc.

Consumer Defensive
-930
- 12.68%
$157.77 - $183.27 $147K - $170K
6.4K $1.04M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-32K
- 74.88%
$10.78 - $19.82 $345K - $634K
10.7K $209K
MA
Mastercard Inc

Financial Services
-525
- 17.59%
$550.18 - $598.96 $289K - $314K
2.46K $1.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.6K
- 44.54%
$185.88 - $207.44 $296K - $331K
1.99K $399K
V
Visa Inc.

Financial Services
-533
- 11.35%
$332.09 - $358.86 $177K - $191K
4.16K $1.42M
SQ
Block, Inc.

Technology
-4.29K
- 9.22%
N/A
42.2K $2.42M
DUK
Duke Energy Corp

Utilities
-2.36K
- 28.39%
$116.31 - $125.93 $274K - $297K
5.95K $736K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.84K
- 36.97%
$49.78 - $50.75 $241K - $245K
8.24K $417K
ABT
Abbott Laboratories

Healthcare
-1.66K
- 20.96%
$120.51 - $136.62 $199K - $226K
6.24K $835K
SNOW
Snowflake Inc.

Technology
-1.07K
- 54.36%
$191.73 - $241.0 $205K - $257K
896 $202K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-5.56K
- 38.61%
$38.52 - $39.39 $214K - $219K
8.83K $346K
ZS
Zscaler, Inc.

Technology
-583
- 22.06%
$267.68 - $316.5 $156K - $185K
2.06K $617K
Activity Summary
Buys All Purchases 258 New Holdings 46 Increased Positions 212 Sells All Sells 315 Reductions 315 Sold out 0 Options Calls 0 Puts 0
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