Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KOVACK ADVISORS INC | 04-19-2024 | 03-31-2024 | 472 | 825,871,750 |
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 |