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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA GRWTH IND | 101 | $3,220,246 | 11,236 | 0.00 | 0.00 | 333 | 3.05 | 03-31-2024 |
| UNITEDHEALTH GROUP INC | COM | 102 | $3,207,156 | 6,483 | 0.00 | 0.00 | 1,703 | 35.63 | 03-31-2024 |
| CONOCOPHILLIPS | COM | 103 | $3,124,621 | 24,549 | 0.00 | 0.00 | 1,308 | 5.63 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 104 | $3,084,991 | 66,760 | 0.00 | 0.00 | 9,860 | 17.33 | 03-31-2024 |
