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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
OGEOge Energy Corp
Recent Activity
Exited
0%
$256,931
7,197 shares@ $35.7 avg price
VTCVanguard Scottsdale Fds
Recent Activity
Exited
0%
$245,495
3,243 shares@ $75.7 avg price
VLOValero Energy Corp
Recent Activity
Exited
0%
$237,536
1,515 shares@ $156.79 avg price
ELLauder Estee Cos Inc
Recent Activity
Exited
0%
$232,390
2,184 shares@ $106.41 avg price
BUIBlackrock Utils Infrastructu
Recent Activity
Exited
0%
$230,360
10,400 shares@ $22.15 avg price
ETREntergy Corp New
Recent Activity
Exited
0%
$222,239
2,077 shares@ $107.0 avg price
FCLDFidelity Covington Trust
Recent Activity
Exited
0%
$221,440
9,162 shares@ $24.17 avg price
TBILRbb Fd Inc
Recent Activity
Exited
0%
$215,970
4,318 shares@ $50.02 avg price
IGROIshares Tr
Recent Activity
Exited
0%
$214,990
3,190 shares@ $67.4 avg price
PHOInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$212,336
3,271 shares@ $64.92 avg price