Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
KOVACK ADVISORS INC 04-19-2024 03-31-2024 472 825,871,750
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $77,910,636 148,195 0.01 0.01 -27,706 -15.75 03-31-2024
APPLE INC COM 2 $37,514,624 218,770 0.00 0.00 23,511 12.04 03-31-2024
NVIDIA CORPORATION COM 3 $35,253,131 39,016 0.00 0.00 6,380 19.55 03-31-2024
AMAZON COM INC COM 4 $33,564,156 186,075 0.00 0.00 3,260 1.78 03-31-2024
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