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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
VRIGInvesco Actively Managed Exc
Recent Activity
Increased 1.3%
0.42%
$3.912M
155,960 shares@ $25.09 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 1.69%
0.41%
$3.837M
23,384 shares@ $164.09 avg price
AXONAxon Enterprise Inc
Recent Activity
Increased 4.18%
0.36%
$3.389M
8,481 shares@ $399.61 avg price
IBMInternational Business Machs
Recent Activity
Increased 9.72%
0.36%
$3.358M
15,187 shares@ $221.09 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 82.22%
0.34%
$3.126M
7,389 shares@ $423.1 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 2.49%
0.32%
$2.965M
65,435 shares@ $45.32 avg price
AGGIshares Tr
Recent Activity
Increased 5.14%
0.32%
$2.965M
29,282 shares@ $101.28 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 13.04%
0.32%
$2.952M
98,760 shares@ $29.9 avg price
COPConocophillips
Recent Activity
Increased 15.9%
0.31%
$2.925M
27,779 shares@ $105.29 avg price
SCWXSecureworks Corp
Recent Activity
Increased 12.67%
0.31%
$2.899M
327,516 shares@ $8.86 avg price