Kovack Advisors, Inc.
CIK
1728321
City
FT. LAUDERDALE
State / Country
FL
Top Portfolio Positions
545 positions ·
$1,021,388,562 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
466,712 | $81,394,572 | 7.97% | |
| AAPL |
Apple Inc.
Technology
|
233,285 | $59,205,400 | 5.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
221,772 | $46,188,454 | 4.52% | |
| SPY |
Spdr S&P 500 ETF Trust
|
60,317 | $39,226,557 | 3.84% | |
| MSFT |
Microsoft Corp
Technology
|
83,957 | $31,078,362 | 3.04% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
49,860 | $28,778,194 | 2.82% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
65,044 | $24,180,107 | 2.37% | |
| AVGO |
Broadcom Inc.
Technology
|
60,753 | $18,803,661 | 1.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
65,056 | $18,707,503 | 1.83% | |
| META |
Meta Platforms, Inc.
Communication Services
|
24,193 | $13,841,541 | 1.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EXG
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $887,771 | 102,514 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $900,851 | 94,528 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $491,827 | 54,047 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $463,303 | 52,949 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $382,498 | 46,990 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $410,191 | 50,207 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $435,973 | 49,997 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $430,721 | 50,973 | Shares | Sole | 2024-08-05 | |
| 2023-12-31 | $367,850 | 47,649 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $294,497 | 39,959 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $297,522 | 37,566 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $269,179 | 34,466 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $258,527 | 34,242 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $247,087 | 34,081 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $252,271 | 32,720 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $306,467 | 31,562 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $314,391 | 29,465 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $296,902 | 29,720 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $302,032 | 29,611 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $295,879 | 31,815 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $285,954 | 32,606 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $273,622 | 37,177 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $290,329 | 39,340 | Shares | Sole | 2020-07-31 | |
| No 13F history on record for this holder in this stock. | ||||||