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Asset Manager ← All Institutions

Kovack Advisors, Inc.

Q2 2025 · Filed 2025-08-04
Market Value
$1.0B
+8.0%
Holdings
647
+14
New Purchases
79
Added To
258
Closed
38
Reduced
246
Top 10 Concentration
27.7%
Turnover
18.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPMO 1.35% 0.00% +1.35% $14M
NVDA 5.34% 4.33% +1.00% $54M
AUSF 0.79% 0.00% +0.79% $8M
SPLV 0.70% 0.10% +0.60% $7M
EFA 0.48% 0.03% +0.45% $5M
MSFT 2.81% 2.36% +0.45% $28M
AVGO 1.07% 0.65% +0.43% $11M
VST 1.34% 1.00% +0.34% $14M
PLTR 0.58% 0.31% +0.27% $6M
SPY 2.60% 2.36% +0.23% $26M
VRT 0.70% 0.48% +0.22% $7M
AXON 0.35% 0.14% +0.21% $4M
AMZN 2.91% 2.71% +0.20% $29M
TSLA 0.76% 0.56% +0.20% $8M
TER 0.18% 0.00% +0.18% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 4.05% 6.67% -2.61% $41M
IWY 0.00% 1.15% -1.15% $0
FFLC 0.00% 1.04% -1.04% $0
AAPL 3.51% 4.36% -0.84% $36M
FDVV 0.38% 1.08% -0.70% $4M
HEFA 0.83% 1.31% -0.48% $8M
HYGH 0.74% 1.15% -0.40% $8M
SH 0.05% 0.45% -0.40% $523K
PSQ 0.00% 0.24% -0.24% $0
QQQ 1.80% 2.01% -0.21% $18M
BRK-B 1.22% 1.42% -0.20% $12M
CVX 0.89% 1.09% -0.20% $9M
GOOGL 1.32% 1.50% -0.18% $13M
XMHQ 0.39% 0.55% -0.16% $4M
PEP 0.17% 0.32% -0.15% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 73 $460M 45.5%
Large Cap 317 $351M 34.6%
Mid Cap 115 $110M 10.9%
Small Cap 98 $67M 6.6%
Micro Cap 44 $24M 2.4%

Portfolio Analytics

Avg Market Cap
$126.8B
Median Market Cap
$23.1B
Avg P/E
33.0
Median P/E
22.7
Avg Dividend Yield
0.03%
Avg Beta
0.96
# Stocks
326
# ETFs / Funds
321

Top Holdings (647 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 5.34% 341,786 $54M $157.99 $13M -32,830 -8.8%
2 IVV 4.05% 66,051 $41M $620.90 -$21M -45,121 -40.6%
3 AAPL 3.51% 173,259 $36M $205.17 -$5M -10,481 -5.7%
4 AMZN 2.91% 134,218 $29M $219.39 $4M +696 +0.5%
5 MSFT 2.81% 57,178 $28M $497.41 $6M -1,720 -2.9%
6 SPY 2.60% 42,513 $26M $617.85 $4M +2,906 +7.3%
7 VOO 2.03% 36,135 $21M $568.04 $3M +2,195 +6.5%
8 QQQ 1.80% 33,096 $18M $551.64 -$584K -7,084 -17.6%
9 SPMO 1.35% 121,504 $14M $112.47 +121,504 NEW
10 VST 1.34% 69,949 $14M $193.81 $4M -9,836 -12.3%
11 GOOGL 1.32% 75,779 $13M $176.23 -$698K -15,094 -16.6%
12 SCHG 1.29% 448,510 $13M $29.21 $1M -25,344 -5.3%
13 BRK-B 1.22% 25,438 $12M $485.76 -$968K +420 +1.7%
14 AVGO 1.07% 39,420 $11M $275.65 $5M +3,260 +9.0%
15 PANW 1.01% 49,979 $10M $204.64 $2M -87 -0.2%
16 META 0.90% 12,297 $9M $738.10 $2M +88 +0.7%
17 IBOC 0.90% 136,139 $9M $66.56 -$157K -10,050 -6.9%
18 CVX 0.89% 62,894 $9M $143.19 -$1M +1,999 +3.3%
19 JPM 0.86% 30,081 $9M $289.91 $1M -423 -1.4%
20 VTI 0.85% 28,156 $9M $303.93 $1M +1,553 +5.8%
21 HEFA 0.83% 221,976 $8M $37.96 -$4M -117,026 -34.5%
22 AUSF 0.79% 179,288 $8M $44.70 +179,288 NEW
23 TSLA 0.76% 24,123 $8M $317.66 $2M +3,913 +19.4%
24 HYGH 0.74% 86,818 $8M $86.53 -$3M -39,161 -31.1%
25 URI 0.72% 9,639 $7M $753.41 $1M -184 -1.9%
26 UNH 0.71% 23,119 $7M $311.97 $2M +12,301 +113.7%
27 SPLV 0.70% 97,522 $7M $72.82 $6M +84,499 +648.8%
28 VRT 0.70% 55,142 $7M $128.41 $3M -6,550 -10.6%
29 RDVY 0.70% 112,340 $7M $62.74 $104K -6,277 -5.3%
30 VTV 0.69% 39,615 $7M $176.74 $313K +892 +2.3%
31 GOOG 0.69% 39,222 $7M $177.39 -$16K -5,417 -12.1%
32 VUG 0.67% 15,517 $7M $438.41 $525K -1,413 -8.3%
33 XLK 0.65% 25,846 $7M $253.23 $1M +93 +0.4%
34 JAZZ 0.59% 56,485 $6M $106.12 -$762K +2,068 +3.8%
35 PLTR 0.58% 43,086 $6M $136.32 $3M +8,508 +24.6%
36 AGG 0.57% 57,741 $6M $99.20 $1M +11,366 +24.5%
37 RTX 0.54% 37,721 $6M $146.02 $339K -1,301 -3.3%
38 HD 0.50% 13,893 $5M $366.64 -$29K -85 -0.6%
39 DIA 0.50% 11,515 $5M $440.66 $924K +1,632 +16.5%
40 EFA 0.48% 54,454 $5M $89.39 $5M +51,411 +1689.5%
41 JNJ 0.46% 30,722 $5M $152.75 -$323K +478 +1.6%
42 NOBL 0.45% 45,700 $5M $100.70 -$78K -100 -0.2%
43 GS 0.45% 6,408 $5M $707.81 $1M +554 +9.5%
44 FVD 0.44% 99,782 $4M $44.70 -$39K -1,116 -1.1%
45 NOW 0.43% 4,229 $4M $1,028.08 $878K -129 -3.0%
46 VIG 0.42% 20,763 $4M $204.67 $360K +714 +3.6%
47 FTSL 0.42% 91,893 $4M $45.89 $52K +652 +0.7%
48 XOM 0.41% 38,522 $4M $107.80 -$774K -2,906 -7.0%
49 PWR 0.40% 10,658 $4M $378.09 $1M +108 +1.0%
50 XMHQ 0.39% 39,714 $4M $98.24 -$1M -16,329 -29.1%
51 VRIG 0.38% 153,428 $4M $25.05 -$15K -400 -0.3%
52 FDVV 0.38% 73,754 $4M $52.02 -$6M -129,834 -63.8%
53 NFLX 0.38% 2,843 $4M $1,339.13 $2M +675 +31.1%
54 XMMO 0.37% 29,181 $4M $128.63 -$58K -4,326 -12.9%
55 WMT 0.37% 38,101 $4M $97.78 -$6K -4,410 -10.4%
56 UIS 0.37% 819,075 $4M $4.53 $50K +21,675 +2.7%
57 PSLV 0.36% 301,376 $4M $12.24 $232K +3,336 +1.1%
58 BUFR 0.36% 115,946 $4M $31.80 $465K +7,427 +6.8%
59 FLTR 0.36% 142,186 $4M $25.50 -$7K
60 T 0.35% 121,470 $4M $28.94 -$332K -14,580 -10.7%
61 AXON 0.35% 4,244 $4M $827.94 $2M +1,731 +68.9%
62 AMD 0.34% 24,571 $3M $141.90 $833K -1,258 -4.9%
63 XLF 0.34% 65,169 $3M $52.37 -$201K -7,389 -10.2%
64 CRM 0.33% 12,159 $3M $272.70 $349K +1,105 +10.0%
65 GLD 0.33% 10,815 $3M $304.83 $360K +622 +6.1%
66 CRWD 0.32% 6,288 $3M $509.31 $2M +2,225 +54.8%
67 SQ 0.31% 46,513 $3M $67.93 $958K +5,985 +14.8%
68 XLE 0.31% 37,113 $3M $84.81 -$529K -2,234 -5.7%
69 LLY 0.31% 3,959 $3M $779.55 -$701K -626 -13.7%
70 MELI 0.30% 1,158 $3M $2,614.01 $2M +492 +73.9%
71 COST 0.29% 2,913 $3M $989.89 $135K +7 +0.2%
72 VEA 0.28% 50,281 $3M $57.01 $381K +1,385 +2.8%
73 ABBV 0.28% 15,210 $3M $185.61 -$589K -1,076 -6.6%
74 IBM 0.28% 9,512 $3M $294.76 $29K -1,645 -14.7%
75 VGSH 0.28% 47,608 $3M $58.78 -$77K -1,388 -2.8%
76 TSM 0.27% 12,259 $3M $226.48 $1M +3,356 +37.7%
77 DIS 0.27% 21,977 $3M $124.01 $968K +4,174 +23.4%
78 JEPI 0.27% 47,770 $3M $56.85 $268K +4,937 +11.5%
79 IWB 0.26% 7,838 $3M $339.57 $252K -16 -0.2%
80 XLV 0.25% 18,853 $3M $134.79 -$589K -2,582 -12.1%
81 PG 0.25% 15,798 $3M $159.32 $128K +1,781 +12.7%
82 ORCL 0.25% 11,372 $2M $218.64 $806K -649 -5.4%
83 VYM 0.24% 18,109 $2M $133.31 $10K -531 -2.9%
84 IYF 0.24% 19,722 $2M $120.99 $165K +40 +0.2%
85 BUFQ 0.24% 71,685 $2M $33.20 $234K -186 -0.3%
86 GE 0.23% 9,087 $2M $257.38 $488K -159 -1.7%
87 MCD 0.23% 7,994 $2M $292.18 -$452K -930 -10.4%
88 IQV 0.23% 14,786 $2M $157.59 $902K +6,685 +82.5%
89 FSK 0.23% 110,195 $2M $20.75 -$1K +983 +0.9%
90 VGT 0.22% 3,386 $2M $663.31 $425K +28 +0.8%
91 AGNCZ 0.21% 230,407 $2M $9.19 -$12K +8,097 +3.6%
92 OSPN 0.21% 126,225 $2M $16.69 $354K +11,300 +9.8%
93 VZ 0.21% 48,469 $2M $43.27 -$487K -8,514 -14.9%
94 ENB 0.21% 46,171 $2M $45.32 -$1M -23,972 -34.2%
95 MGK 0.20% 5,590 $2M $366.19 -$736K -3,420 -38.0%
96 FI 0.20% 11,867 $2M $172.41 -$623K -219 -1.8%
97 PFE 0.20% 83,708 $2M $24.24 -$149K -2,253 -2.6%
98 EDOW 0.20% 52,609 $2M $38.33 $122K +300 +0.6%
99 BSV 0.20% 25,561 $2M $78.70 $37K +332 +1.3%
100 VIAV 0.19% 191,100 $2M $10.07 $110K +29,000 +17.9%

New Positions

SymbolValue% Port
SPMO $14M 1.35%
AUSF $8M 0.79%
TER $2M 0.18%
QBTS $2M 0.15%
IONQ $1M 0.14%
COIN $1M 0.13%
SIL $1M 0.12%
OKLO $944K 0.09%
DJUN $913K 0.09%
DMAY $847K 0.08%
BN $564K 0.06%
CSQ $562K 0.06%
DAPR $532K 0.05%
EOS $528K 0.05%
DDOG $489K 0.05%

Sold Out Positions

SymbolValue% Port
HRB —%
CMG —%
ZTS —%
APD —%
AJG —%
NEA —%
BTI —%
BHP —%
KVUE —%
NU —%
CI —%
NZF —%
SILA —%
NOC —%
CIBR —%
View SEC EDGAR Filings for Kovack Advisors, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms