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Asset Manager ← All Institutions

Kovack Advisors, Inc.

Q4 2025 · Filed 2026-02-17
Market Value
$2.1B
+98.7%
Holdings
993
+338
New Purchases
389
Added To
509
Closed
19
Reduced
59
Top 10 Concentration
25.7%
Turnover
41.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SLV 1.62% 0.20% +1.42% $34M
STRK 0.69% 0.00% +0.69% $14M
IVV 2.92% 2.42% +0.50% $61M
AMZN 3.00% 2.53% +0.48% $63M
SCHF 0.47% 0.00% +0.47% $10M
ITOT 0.56% 0.10% +0.46% $12M
DYNF 0.45% 0.03% +0.41% $9M
QQQM 0.47% 0.06% +0.41% $10M
PULS 0.44% 0.04% +0.41% $9M
SILJ 0.40% 0.00% +0.40% $8M
TSLA 1.43% 1.06% +0.37% $30M
BUFR 0.63% 0.27% +0.36% $13M
SLVP 0.35% 0.00% +0.35% $7M
COWZ 0.33% 0.02% +0.31% $7M
HEQT 0.30% 0.00% +0.30% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPMO 1.63% 2.73% -1.10% $34M
SCHG 0.77% 1.55% -0.78% $16M
QQQ 1.61% 2.38% -0.76% $34M
VOO 1.29% 2.03% -0.73% $27M
IDMO 0.73% 1.45% -0.72% $15M
VST 0.52% 1.20% -0.68% $11M
NVDA 5.19% 5.80% -0.62% $109M
HYGH 0.19% 0.77% -0.58% $4M
PANW 0.51% 0.99% -0.47% $11M
IBOC 0.48% 0.89% -0.41% $10M
URI 0.38% 0.78% -0.40% $8M
FDVV 0.42% 0.81% -0.39% $9M
BRK-B 0.74% 1.14% -0.39% $16M
XMMO 0.41% 0.75% -0.34% $9M
SPY 2.26% 2.58% -0.32% $47M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $880M 42.1%
Large Cap 452 $803M 38.3%
Mid Cap 200 $230M 11.0%
Small Cap 178 $138M 6.6%
Micro Cap 89 $42M 2.0%

Portfolio Analytics

Avg Market Cap
$89.1B
Median Market Cap
$11.9B
Avg P/E
33.5
Median P/E
22.6
Avg Dividend Yield
0.03%
Avg Beta
0.95
# Stocks
487
# ETFs / Funds
506

Top Holdings (993 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 5.19% 582,138 $109M $186.50 $47M +254,562 +77.7%
2 AAPL 3.68% 283,444 $77M $271.86 $37M +127,552 +81.8%
3 AMZN 3.00% 272,439 $63M $230.82 $36M +151,280 +124.9%
4 IVV 2.92% 89,095 $61M $684.94 $36M +51,066 +134.3%
5 MSFT 2.33% 100,847 $49M $483.62 $22M +49,263 +95.5%
6 SPY 2.26% 69,372 $47M $681.92 $20M +28,618 +70.2%
7 SPMO 1.63% 286,374 $34M $119.32 $5M +48,555 +20.4%
8 SLV 1.62% 526,656 $34M $64.42 $32M +475,964 +938.9%
9 QQQ 1.61% 54,997 $34M $614.31 $9M +13,297 +31.9%
10 GOOGL 1.49% 99,974 $31M $313.00 $15M +33,453 +50.3%
11 TSLA 1.43% 66,566 $30M $449.72 $19M +41,570 +166.3%
12 AVGO 1.33% 80,160 $28M $346.10 $15M +40,248 +100.8%
13 VOO 1.29% 43,102 $27M $627.14 $6M +8,250 +23.7%
14 META 0.87% 27,696 $18M $660.09 $10M +16,267 +142.3%
15 GOOG 0.87% 57,958 $18M $313.80 $11M +28,233 +95.0%
16 PLTR 0.80% 94,788 $17M $177.75 $9M +53,281 +128.4%
17 SCHG 0.77% 495,974 $16M $32.62 -$162K -16,124 -3.1%
18 BRK-B 0.74% 30,888 $16M $502.65 $4M +7,087 +29.8%
19 IDMO 0.73% 276,561 $15M $55.57 $58K -7,028 -2.5%
20 STRK 0.69% 182,079 $14M $78.76 +182,079 NEW
21 JPM 0.64% 41,382 $13M $322.22 $5M +13,892 +50.5%
22 BUFR 0.63% 385,809 $13M $34.26 $10M +299,617 +347.6%
23 VTI 0.59% 36,600 $12M $335.27 $4M +11,877 +48.0%
24 ITOT 0.56% 78,429 $12M $148.69 $11M +71,096 +969.5%
25 VTV 0.56% 60,969 $12M $190.99 $4M +21,833 +55.8%
26 XLK 0.55% 79,836 $11M $143.97 $5M +55,578 +229.1%
27 VIG 0.53% 50,912 $11M $219.78 $7M +29,760 +140.7%
28 GLD 0.53% 28,071 $11M $396.31 $7M +16,409 +140.7%
29 HD 0.53% 32,221 $11M $344.11 $6M +18,435 +133.7%
30 VST 0.52% 67,280 $11M $161.33 -$2M +2,651 +4.1%
31 PANW 0.51% 58,398 $11M $184.20 $363K +7,353 +14.4%
32 RDVY 0.50% 150,528 $10M $69.47 $3M +37,529 +33.2%
33 VUG 0.49% 21,184 $10M $487.86 $3M +6,024 +39.7%
34 IBOC 0.48% 150,593 $10M $66.44 $646K +14,454 +10.6%
35 CGDV 0.48% 228,176 $10M $43.64 $7M +159,893 +234.2%
36 RTX 0.47% 53,844 $10M $183.40 $4M +18,150 +50.9%
37 QQQM 0.47% 38,940 $10M $252.92 $9M +36,463 +1472.1%
38 SCHF 0.47% 405,792 $10M $24.04 +405,792 NEW
39 DYNF 0.45% 153,754 $9M $60.81 $9M +147,992 +2568.4%
40 PULS 0.44% 187,629 $9M $49.59 $9M +179,700 +2266.4%
41 VRT 0.44% 56,225 $9M $162.01 $2M +6,734 +13.6%
42 JAZZ 0.43% 53,485 $9M $170.00 $2M -748 -1.4%
43 CVX 0.43% 58,434 $9M $152.41 $2M +14,829 +34.0%
44 WMT 0.42% 79,717 $9M $111.41 $5M +43,373 +119.3%
45 UNH 0.42% 26,812 $9M $330.11 $2M +6,180 +29.9%
46 NOW 0.42% 57,597 $9M $153.19 $5M +53,392 +1269.7%
47 GS 0.42% 10,006 $9M $878.99 $4M +3,590 +56.0%
48 FDVV 0.42% 153,422 $9M $56.69 $165K +256 +0.2%
49 XOM 0.41% 72,057 $9M $120.34 $5M +37,034 +105.7%
50 XMMO 0.41% 62,045 $9M $138.46 $686K +3,589 +6.1%
51 SHOP 0.40% 52,668 $8M $160.97 $7M +39,867 +311.4%
52 SILJ 0.40% 302,419 $8M $27.67 +302,419 NEW
53 PSLV 0.39% 346,609 $8M $23.65 $3M +4,084 +1.2%
54 INTC 0.38% 217,676 $8M $36.90 $6M +153,376 +238.5%
55 LLY 0.38% 7,389 $8M $1,074.62 $5M +3,506 +90.3%
56 URI 0.38% 9,763 $8M $809.29 -$264K +1,211 +14.2%
57 AGG 0.37% 76,515 $8M $99.88 $1M +15,059 +24.5%
58 CRWD 0.36% 16,002 $8M $468.75 $5M +10,195 +175.6%
59 JNJ 0.36% 36,126 $7M $206.95 $3M +10,459 +40.8%
60 SLVP 0.35% 215,312 $7M $34.27 +215,312 NEW
61 DIA 0.35% 15,271 $7M $480.58 $2M +4,547 +42.4%
62 XLF 0.34% 130,739 $7M $54.77 $4M +63,361 +94.0%
63 ABBV 0.34% 30,879 $7M $228.49 $4M +18,898 +157.7%
64 COWZ 0.33% 114,865 $7M $60.17 $7M +111,101 +2951.7%
65 COST 0.32% 7,884 $7M $862.33 $4M +5,107 +183.9%
66 PPA 0.32% 43,083 $7M $156.63 $6M +39,037 +964.8%
67 IAU 0.32% 82,620 $7M $81.17 $6M +75,270 +1024.1%
68 AMD 0.31% 30,168 $6M $214.16 $3M +8,181 +37.2%
69 VEA 0.31% 102,463 $6M $62.47 $3M +49,978 +95.2%
70 TER 0.30% 32,669 $6M $193.56 $2M +46 +0.1%
71 HEQT 0.30% 196,507 $6M $32.05 +196,507 NEW
72 FVD 0.30% 136,387 $6M $46.08 $1M +26,591 +24.2%
73 QUAL 0.30% 31,630 $6M $198.62 $5M +25,832 +445.5%
74 TSM 0.29% 19,709 $6M $303.90 $3M +8,223 +71.6%
75 ORCL 0.28% 30,052 $6M $194.91 $3M +18,326 +156.3%
76 IWY 0.25% 19,180 $5M $276.94 +19,180 NEW
77 LRCX 0.25% 31,022 $5M $171.18 $4M +24,168 +352.6%
78 FTLS 0.25% 73,172 $5M $70.99 +73,172 NEW
79 NFLX 0.24% 53,482 $5M $93.76 $2M +50,853 +1934.3%
80 MSTR 0.24% 32,890 $5M $151.95 $5M +32,216 +4779.8%
81 IWM 0.23% 19,745 $5M $246.16 $4M +16,868 +586.3%
82 PWR 0.23% 11,392 $5M $422.06 $251K +395 +3.6%
83 NOBL 0.23% 46,046 $5M $104.07 $81K +336 +0.7%
84 GDX 0.23% 55,750 $5M $85.77 $3M +27,845 +99.8%
85 RKLB 0.23% 68,057 $5M $69.76 +68,057 NEW
86 CRM 0.22% 17,420 $5M $264.90 $2M +5,056 +40.9%
87 XLV 0.22% 29,711 $5M $154.80 $2M +11,924 +67.0%
88 FTSL 0.21% 96,182 $4M $45.88 $316K +6,814 +7.6%
89 FSK 0.21% 294,468 $4M $14.81 $1M +87,664 +42.4%
90 BIL 0.21% 47,080 $4M $91.38 $4M +42,905 +1027.7%
91 VO 0.20% 14,291 $4M $290.21 $4M +12,434 +669.6%
92 XLE 0.20% 92,136 $4M $44.71 $1M +61,137 +197.2%
93 GE 0.20% 13,322 $4M $308.02 $1M +4,440 +50.0%
94 FTSM 0.20% 68,205 $4M $59.93 $3M +49,542 +265.5%
95 T 0.19% 163,711 $4M $24.84 $1M +65,156 +66.1%
96 PYPL 0.19% 69,118 $4M $58.38 $4M +62,821 +997.6%
97 SCHD 0.19% 146,092 $4M $27.43 $2M +79,397 +119.0%
98 CAT 0.19% 6,988 $4M $572.83 $2M +2,776 +65.9%
99 MU 0.19% 13,763 $4M $285.42 $3M +7,848 +132.7%
100 HYGH 0.19% 45,164 $4M $86.20 -$4M -47,760 -51.4%

Options Breakdown

5 Calls $24M Call Value 4 Puts $15M Put Value 0.64 P/C Ratio

Top Calls

SymbolSharesValueStatus
META 20,000 $13M NEW
TSLA 20,000 $9M NEW
CMG 20,000 $740K NEW
IONQ 10,000 $449K NEW
NVDA 1,000 $186K NEW

Top Puts

SymbolSharesValueStatus
MSFT 20,000 $10M NEW
SCHG 100,000 $3M NEW
SPY 2,500 $2M NEW
SMH 1,500 $540K NEW

New Positions

SymbolValue% Port
STRK $14M 0.69%
SCHF $10M 0.47%
SILJ $8M 0.40%
SLVP $7M 0.35%
HEQT $6M 0.30%
IWY $5M 0.25%
FTLS $5M 0.25%
RKLB $5M 0.23%
CCI $3M 0.16%
SPGP $3M 0.16%
FIXD $3M 0.15%
CRK $3M 0.13%
ALB $3M 0.13%
SWK $3M 0.12%
NOV $3M 0.12%

Sold Out Positions

SymbolValue% Port
DOG —%
BWA —%
UL —%
OGE —%
VFC —%
TTE —%
AVXL —%
POOL —%
OPK —%
VPG —%
QQXT —%
WGS —%
PRFZ —%
TBIL —%
BSCP —%
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