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 |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY INC | COM | 301 | $1,298,622 | 20,320 | 0.00 | 0.00 | 11,860 | 140.19 | 03-31-2024 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 302 | $1,249,967 | 25,411 | 0.00 | 0.00 | 393 | 1.57 | 03-31-2024 |
| LOCKHEED MARTIN CORP | COM | 303 | $1,248,502 | 2,745 | 0.00 | 0.00 | -162 | -5.57 | 03-31-2024 |
| MCKESSON CORP | COM | 304 | $1,241,790 | 2,313 | 0.00 | 0.00 | 805 | 53.38 | 03-31-2024 |
