Kovack Advisors, Inc. Portfolio Holdings
Kovack Advisors, Inc.
- $907 Million
- Q1 2025
Kovack Advisors, Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $907 Million distributed in 577 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 $62.5M, Apple Inc. with a value of $40.8M, Nvidia Corp with a value of $40.6M, Amazon Com Inc with a value of $25.4M, and Spdr S&P 500 ETF Trust with a value of $22.2M.
Examining the 13F form we can see an decrease of $77.4M in the current position value, from $985M to 907M.
Below you can find more details about Kovack Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$907 Million
ETFs: $410 Million
Technology: $178 Million
Financial Services: $65.9 Million
Consumer Cyclical: $47.5 Million
Healthcare: $42.4 Million
Communication Services: $40.4 Million
Industrials: $37.1 Million
Energy: $32.2 Million
Other: $51.6 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 577
- Current Value $907 Million
- Prior Value $985 Million
- Filing
- Period Q1 2025
- Filing Date May 06, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 34 stocks
- Additional Purchases 256 stocks
- Sold out of 0 stocks
- Reduced holdings in 256 stocks