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Asset Manager ← All Institutions

Kovack Advisors, Inc.

Q1 2026 · Filed 2026-05-13
Market Value
$1.8B
-11.7%
Holdings
1,081
+88
New Purchases
107
Added To
389
Closed
101
Reduced
439
Top 10 Concentration
23.0%
Turnover
19.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VGSH 1.28% 0.13% +1.15% $24M
VOO 1.83% 1.29% +0.54% $34M
VEU 0.58% 0.07% +0.52% $11M
FTSM 0.53% 0.20% +0.34% $10M
QUAL 0.61% 0.30% +0.31% $11M
JAAA 0.32% 0.02% +0.30% $6M
SCHO 0.27% 0.00% +0.27% $5M
IWY 0.51% 0.25% +0.26% $9M
DBMF 0.30% 0.05% +0.25% $6M
XOM 0.63% 0.41% +0.21% $12M
ET 0.31% 0.11% +0.20% $6M
VXUS 0.22% 0.04% +0.18% $4M
GLD 0.72% 0.53% +0.18% $13M
EEM 0.18% 0.02% +0.16% $3M
XLE 0.36% 0.20% +0.16% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SLV 0.40% 1.62% -1.22% $7M
SPMO 0.51% 1.63% -1.12% $9M
NVDA 4.46% 5.19% -0.73% $82M
SCHG 0.05% 0.77% -0.72% $985K
MSFT 1.69% 2.33% -0.64% $31M
AMZN 2.51% 3.00% -0.49% $46M
AAPL 3.22% 3.68% -0.46% $59M
VST 0.06% 0.52% -0.46% $1M
GOOGL 1.04% 1.49% -0.46% $19M
JAZZ 0.01% 0.43% -0.42% $208K
SILJ 0.02% 0.40% -0.38% $305K
PANW 0.14% 0.51% -0.38% $3M
SLVP 0.01% 0.35% -0.34% $206K
URI 0.06% 0.38% -0.32% $1M
UNH 0.12% 0.42% -0.31% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $735M 39.8%
Large Cap 477 $707M 38.3%
Mid Cap 216 $215M 11.6%
Small Cap 207 $141M 7.7%
Micro Cap 107 $50M 2.7%

Portfolio Analytics

Avg Market Cap
$82.8B
Median Market Cap
$10.5B
Avg P/E
33.3
Median P/E
22.7
Avg Dividend Yield
0.03%
Avg Beta
0.95
# Stocks
530
# ETFs / Funds
551

Top Holdings (1,081 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 4.46% 466,712 $82M $176.51 -$26M -115,426 -19.8%
2 AAPL 3.22% 233,285 $59M $254.78 -$18M -50,159 -17.7%
3 IVV 3.02% 84,882 $56M $656.41 -$5M -4,213 -4.7%
4 AMZN 2.51% 221,772 $46M $209.24 -$16M -50,667 -18.6%
5 SPY 2.13% 60,317 $39M $654.05 -$8M -9,055 -13.1%
6 VOO 1.83% 56,278 $34M $600.80 $7M +13,176 +30.6%
7 MSFT 1.69% 83,957 $31M $370.88 -$18M -16,890 -16.8%
8 QQQ 1.57% 49,860 $29M $581.11 -$5M -5,137 -9.3%
9 TSLA 1.32% 65,044 $24M $375.65 -$6M -1,522 -2.3%
10 VGSH 1.28% 404,601 $24M $58.34 $21M +358,354 +774.9%
11 GOOGL 1.04% 65,056 $19M $294.74 -$12M -34,918 -34.9%
12 AVGO 1.03% 60,753 $19M $313.25 -$9M -19,407 -24.2%
13 GOOG 0.86% 54,134 $16M $292.53 -$2M -3,824 -6.6%
14 STRK 0.78% 201,990 $14M $71.17 $36K +19,911 +10.9%
15 META 0.77% 24,193 $14M $586.52 -$4M -3,503 -12.7%
16 BRK-B 0.73% 28,165 $13M $478.67 -$2M -2,723 -8.8%
17 GLD 0.72% 30,435 $13M $434.35 $2M +2,364 +8.4%
18 BUFR 0.71% 388,961 $13M $33.83 -$60K +3,152 +0.8%
19 IDMO 0.71% 232,526 $13M $56.38 -$2M -44,035 -15.9%
20 PLTR 0.67% 83,906 $12M $148.14 -$4M -10,882 -11.5%
21 XOM 0.63% 70,627 $12M $164.48 $3M -1,430 -2.0%
22 VTI 0.62% 35,469 $11M $322.33 -$838K -1,131 -3.1%
23 VTV 0.62% 58,068 $11M $196.51 -$233K -2,901 -4.8%
24 VIG 0.61% 51,418 $11M $218.07 $23K +506 +1.0%
25 QUAL 0.61% 58,822 $11M $190.42 $5M +27,192 +86.0%
26 VEU 0.58% 141,288 $11M $76.03 $9M +122,473 +650.9%
27 RDVY 0.58% 155,193 $11M $68.75 $212K +4,665 +3.1%
28 WMT 0.55% 82,063 $10M $124.51 $1M +2,346 +2.9%
29 PULS 0.55% 206,189 $10M $49.44 $889K +18,560 +9.9%
30 ITOT 0.55% 70,842 $10M $142.53 -$2M -7,587 -9.7%
31 CGDV 0.53% 229,364 $10M $42.84 -$132K +1,188 +0.5%
32 FTSM 0.53% 164,228 $10M $59.78 $6M +96,023 +140.8%
33 XLK 0.53% 72,306 $10M $134.69 -$2M -7,530 -9.4%
34 VUG 0.52% 20,415 $10M $469.28 -$754K -769 -3.6%
35 IBOC 0.51% 140,193 $10M $67.87 -$490K -10,400 -6.9%
36 SCHF 0.51% 383,887 $10M $24.76 -$251K -21,905 -5.4%
37 SPMO 0.51% 82,905 $9M $113.77 -$25M -203,469 -71.0%
38 IWY 0.51% 37,866 $9M $248.98 $4M +18,686 +97.4%
39 QQQM 0.50% 38,084 $9M $240.45 -$691K -856 -2.2%
40 LLY 0.48% 9,464 $9M $933.79 $897K +2,075 +28.1%
41 DYNF 0.48% 150,550 $9M $58.61 -$526K -3,204 -2.1%
42 PSLV 0.45% 342,440 $8M $24.55 $208K -4,169 -1.2%
43 CVX 0.43% 40,097 $8M $199.61 -$902K -18,337 -31.4%
44 HD 0.43% 24,269 $8M $329.09 -$3M -7,952 -24.7%
45 FDVV 0.43% 143,560 $8M $55.40 -$744K -9,862 -6.4%
46 COST 0.42% 7,774 $8M $997.02 $952K -110 -1.4%
47 JPM 0.40% 25,270 $7M $294.86 -$6M -16,112 -38.9%
48 SLV 0.40% 108,876 $7M $68.14 -$27M -417,780 -79.3%
49 DIA 0.40% 15,828 $7M $465.07 $22K +557 +3.6%
50 HEQT 0.40% 231,418 $7M $31.74 $1M +34,911 +17.8%
51 PPA 0.39% 42,646 $7M $166.88 $369K -437 -1.0%
52 VEA 0.38% 108,453 $7M $64.80 $627K +5,990 +5.8%
53 TSM 0.37% 20,118 $7M $340.46 $860K +409 +2.1%
54 XLE 0.36% 110,542 $7M $59.52 $2M +18,406 +20.0%
55 ABBV 0.35% 29,784 $6M $216.34 -$612K -1,095 -3.5%
56 XLF 0.34% 128,105 $6M $49.41 -$831K -2,634 -2.0%
57 LRCX 0.34% 29,125 $6M $216.00 $981K -1,897 -6.1%
58 SHOP 0.34% 52,385 $6M $118.59 -$2M -283 -0.5%
59 COWZ 0.33% 98,809 $6M $62.54 -$732K -16,056 -14.0%
60 FVD 0.33% 130,731 $6M $47.12 -$125K -5,656 -4.2%
61 JAAA 0.32% 112,663 $6M $52.58 $5M +104,271 +1242.5%
62 ET 0.31% 297,778 $6M $19.20 $3M +154,761 +108.2%
63 DBMF 0.30% 185,040 $6M $30.15 $4M +144,641 +358.0%
64 ORCL 0.30% 37,938 $6M $146.39 -$304K +7,886 +26.2%
65 MU 0.30% 17,901 $6M $310.15 $2M +4,138 +30.1%
66 GEV 0.30% 6,176 $6M $895.83 $2M +940 +17.9%
67 CAT 0.30% 7,677 $6M $720.66 $2M +689 +9.9%
68 AGG 0.29% 54,931 $5M $99.02 -$2M -21,584 -28.2%
69 GS 0.29% 6,347 $5M $853.06 -$3M -3,659 -36.6%
70 JNJ 0.29% 22,040 $5M $244.21 -$2M -14,086 -39.0%
71 FTLS 0.29% 76,921 $5M $68.89 $105K +3,749 +5.1%
72 PYPL 0.28% 114,115 $5M $45.15 $1M +44,997 +65.1%
73 SCHD 0.27% 165,086 $5M $30.59 $1M +18,994 +13.0%
74 SCHO 0.27% 207,440 $5M $24.20 +207,440 NEW
75 NOW 0.27% 48,043 $5M $104.42 -$4M -9,554 -16.6%
76 AMD 0.27% 23,670 $5M $207.01 -$2M -6,498 -21.5%
77 CRWD 0.26% 12,322 $5M $391.73 -$3M -3,680 -23.0%
78 T 0.26% 168,481 $5M $28.57 $746K +4,770 +2.9%
79 NOBL 0.26% 44,713 $5M $105.97 -$54K -1,333 -2.9%
80 FTSL 0.25% 103,919 $5M $44.85 $248K +7,737 +8.0%
81 MRK 0.25% 37,767 $5M $120.44 $2M +16,231 +75.4%
82 FTCB 0.24% 212,835 $4M $20.94 $3M +121,885 +134.0%
83 VGT 0.24% 6,214 $4M $706.22 $757K +1,396 +29.0%
84 BIL 0.24% 47,703 $4M $91.62 $68K +623 +1.3%
85 ITA 0.23% 19,104 $4M $220.78 $2M +10,457 +120.9%
86 FSK 0.23% 416,768 $4M $10.11 -$147K +122,300 +41.5%
87 IJR 0.23% 33,769 $4M $124.46 $2M +14,290 +73.4%
88 XMMO 0.22% 28,133 $4M $147.43 -$4M -33,912 -54.7%
89 EFV 0.22% 55,076 $4M $74.79 $2M +27,105 +96.9%
90 VXUS 0.22% 53,041 $4M $77.29 $3M +42,640 +410.0%
91 HYGH 0.22% 47,453 $4M $85.85 $181K +2,289 +5.1%
92 SMH 0.22% 9,878 $4M $412.39 $358K -438 -4.2%
93 NFLX 0.22% 42,213 $4M $95.69 -$975K -11,269 -21.1%
94 CSCO 0.22% 51,657 $4M $77.70 $2M +19,999 +63.2%
95 HDV 0.22% 29,724 $4M $134.39 $2M +14,800 +99.2%
96 ETN 0.22% 11,038 $4M $360.37 $2M +3,881 +54.2%
97 MSTR 0.21% 31,523 $4M $124.73 -$1M -1,367 -4.2%
98 VO 0.21% 13,637 $4M $287.62 -$225K -654 -4.6%
99 VRT 0.21% 15,268 $4M $255.39 -$5M -40,957 -72.8%
100 GE 0.21% 13,202 $4M $289.64 -$280K -120 -0.9%

Options Breakdown

5 Calls $0 Call Value 4 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
IONQ $0 SOLD
META $0 SOLD
TSLA $0 SOLD
CMG $0 SOLD
NVDA $0 SOLD

Top Puts

SymbolSharesValueStatus
MSFT $0 SOLD
SPY $0 SOLD
SMH $0 SOLD
SCHG $0 SOLD

New Positions

SymbolValue% Port
SCHO $5M 0.27%
WGS $2M 0.12%
FFIV $2M 0.11%
KMLM $2M 0.11%
KEYS $2M 0.10%
TRGP $2M 0.09%
FESM $1M 0.08%
IVLU $1M 0.08%
SIRO $1M 0.08%
RSHO $1M 0.07%
XHLF $1M 0.07%
FCUS $1M 0.06%
DDOG $1M 0.06%
VCRB $1M 0.06%
FTXR $994K 0.05%

Sold Out Positions

SymbolValue% Port
CDE —%
CMG —%
RBC —%
VEEV —%
DLR —%
IQV —%
HIX —%
BNL —%
BJ —%
BCSF —%
HIMS —%
AG —%
NRGV —%
MTB —%
VLTO —%
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