Top 50 Kovack Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.39% | 466.7K | $82.4M | -19.83%(-115.43K) | $101.42(+132.43%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.17% | 233.3K | $59.4M | -17.70%(-50.16K) | $168.99(+76.47%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.97% | 84.9K | $55.7M | -4.73%(-4.21K) | $580.65(+29.43%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.48% | 221.8K | $46.4M | -18.60%(-50.67K) | $165.08(+61.88%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.1% | 60.3K | $39.5M | -13.05%(-9.05K) | $498.17(+50.18%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.8% | 56.3K | $33.8M | +30.57%(+13.18K) | $488.48(+40.79%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.66% | 84.0K | $31.1M | -16.75%(-16.89K) | $337.03(+21.48%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.55% | 49.9K | $29.0M | -9.34%(-5.14K) | $429.71(+67.51%) | 2026-03-31 | |
| TSLA | TESLA INC | 1.3% | 65.0K | $24.4M | -2.29%(-1.52K) | $344.57(+28.65%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 1.26% | 404.6K | $23.6M | +774.87%(+358.35K) | $59.15(-1.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.98% | +99.95% |
| Top 20 Holdings Unweighted | +22.82% | +85.28% |
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