Quantcast

KOVACK ADVISORS, INC. Information

6451 N. FEDERAL HWY., FT. LAUDERDALE, Florida, 33308, (954) 670-8134

Report Date: 03/31/2019

Position Statistics

Total Positions 469
New Positions 58
Increased Positions 238
Decreased Positions 196
Positions with Activity 434
Sold Out Positions 40
Total Mkt Value (in $ millions) 409

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 2.8%
Basic Materials 0.63%
Industrials 4.53%
Consumer Cyclicals 8.45%
Consumer Non-Cyclicals 3.6%
Financials 48.55%
Healthcare 5.26%
Technology 17.13%
Telecommunication Services 1.78%
Utilities 1.03%

469 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 21,955 -79 (0.36) 110,631
SPDR S&P 500 ETF TR TR UNIT 20,324 -265 (1.29) 69,508
AMAZON COM INC COM 13,313 -209 (1.55) 7,002
SPDR DOW JONES INDL AVRG ETF UT SER 1 8,592 -71 (0.82) 32,384
ISHARES TR CORE S&P500 ETF 7,031 1,160 19.77 24,042
VANGUARD INDEX FDS TOTAL STK MKT 6,904 360 5.50 46,399
MICROSOFT CORP COM 5,432 149 2.81 40,189
ISHARES TR MIN VOL USA ETF 4,914 138 2.89 79,680
NUVEEN PFD & INCM SECURTIES FD COM 4,508 -36 (0.78) 482,103
AT&T INC COM 4,468 394 9.67 137,726
ARK ETF TR WEB X.O ETF 4,289 13 .30 84,033
VANGUARD INDEX FDS VALUE ETF 4,204 32 .78 38,067
VANGUARD GROUP DIV APP ETF 4,169 160 3.99 36,421
FACEBOOK INC CL A 4,134 -46 (1.09) 21,933
ALPHABET INC CAP STK CL A 3,991 -140 (3.4) 3,611
JOHNSON & JOHNSON COM 3,864 122 3.25 27,558
SPDR SERIES TRUST HLTH CR EQUIP 3,774 43 1.15 46,792
ISHARES TR US AER DEF ETF 3,550 59 1.69 16,764
BOEING CO COM 3,549 1,153 48.11 9,491
SSGA ACTIVE ETF TR BLKSTN GSOSRLN 3,496 7 .19 75,748