Kovack Advisors, Inc.
Top Portfolio Positions
543 positions ·
$1,010,520,604 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
466,712 | $81,394,572 | 8.05% | |
| AAPL |
Apple Inc.
Technology
|
233,285 | $59,205,400 | 5.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
221,772 | $46,188,454 | 4.57% | |
| SPY |
Spdr S&P 500 ETF Trust
|
60,317 | $39,226,557 | 3.88% | |
| MSFT |
Microsoft Corp
Technology
|
83,957 | $31,078,362 | 3.08% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
49,860 | $28,778,194 | 2.85% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
65,044 | $24,180,107 | 2.39% | |
| AVGO |
Broadcom Inc.
Technology
|
60,753 | $18,803,661 | 1.86% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
65,056 | $18,707,503 | 1.85% | |
| META |
Meta Platforms, Inc.
Communication Services
|
24,193 | $13,841,541 | 1.37% |
Portfolio Trend
Holdings in DAIO
Shares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $677,991 | 267,981 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $852,432 | 268,906 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $879,191 | 263,231 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $835,236 | 269,431 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $690,914 | 282,006 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $775,062 | 279,806 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $774,099 | 301,206 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $887,618 | 321,601 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,151,747 | 327,201 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $981,080 | 333,701 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,314,834 | 345,101 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,515,232 | 353,201 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,718,133 | 345,701 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,339,878 | 337,501 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $856,532 | 307,001 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $904,679 | 294,684 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,149,982 | 270,584 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,266,837 | 274,802 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,634,472 | 250,302 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,067,618 | 303,615 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,636,097 | 301,863 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $968,459 | 235,063 | Shares | Sole | 2021-01-14 | |
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