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CECILIA MERCADO

@Kovack Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$944.174MTotal holdings586
Assets growth rate3.9%Assets growth rate (2-Q avg)6.97%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Kovack Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 586 positions.

Assets under management

The assets under management (AUM) of Kovack Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 944.174M in assets, with a quarterly growth rate of 3.9% and a 2-quarter average growth rate of 6.97%. The portfolio is managed by CECILIA MERCADO, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WTVWisdomtree Tr
Recent Activity
Exited
0%
$3.795M
51,992 shares@ $72.99 avg price
INFNInfinera Corp
Recent Activity
Exited
0%
$3.502M
575,100 shares@ $6.09 avg price
CPSCooper Std Hldgs Inc
Recent Activity
Exited
0%
$2.352M
189,045 shares@ $12.45 avg price
DGROIshares Tr
Recent Activity
Exited
0%
$2.071M
35,942 shares@ $57.61 avg price
CCICrown Castle Inc
Recent Activity
Exited
0%
$1.335M
13,665 shares@ $97.71 avg price
ARKWArk Etf Tr
Recent Activity
Exited
0%
$1.325M
16,980 shares@ $78.04 avg price
AAPAdvance Auto Parts Inc
Recent Activity
Exited
0%
$1.301M
20,542 shares@ $63.34 avg price
MSTRMicrostrategy Inc
Recent Activity
Exited
0%
$1.22M
886 shares@ $1377.48 avg price
HUBSHubspot Inc
Recent Activity
Exited
0%
$1.081M
1,833 shares@ $589.79 avg price
BAXBaxter Intl Inc
Recent Activity
Exited
0%
$1.033M
30,872 shares@ $33.45 avg price