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 Market Cap. of $2 Billions to $10 Billions

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
Track This Portfolio

Track Kovack Advisors, Inc. Portfolio

Follow Kovack Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovack Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kovack Advisors, Inc. with notifications on news.