Kovack Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Kovack Advisors, Inc. reported 1,007 stock positions worth $1.9 billion. Its top holding was Nvidia (NVDA) at 4.4% of the portfolio, followed by Apple (AAPL, 3.2%) and iShares Core S&P 500 ETF (IVV, 3.0%). Compared with Q4 2025, it opened 110 new positions, sold out of 104, added to 399 and reduced 451. The biggest buy was Vanguard Short-Term Treasury (VGSH, shares +775%) and the biggest sale iShares Silver Trust (SLV, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- FT. LAUDERDALE, FL
- CIK
- 0001728321
- Portfolio Value
- $1.9B (Q1 2026)
- SEC Filing
- 0001728321-26-000003 ↗ filed May 13, 2026
Holdings Value
Holdings 1,007 stocks · $1.9B
| NVDA Nvidia Corp. | 4.43% | 466,712 | $82.4M | Reduce -19.8% |
| AAPL Apple Inc. | 3.20% | 233,285 | $59.4M | Reduce -17.7% |
| IVV iShares Core S&P 500 ETF | 3.00% | 84,882 | $55.7M | Reduce -4.7% |
| AMZN Amazon.com Inc. | 2.49% | 221,772 | $46.4M | Reduce -18.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.12% | 60,317 | $39.5M | Reduce -13.1% |
| VOO Vanguard S&P 500 ETF | 1.82% | 56,278 | $33.8M | Add +30.6% |
| MSFT Microsoft Corp. | 1.67% | 83,957 | $31.1M | Reduce -16.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.56% | 49,860 | $29.0M | Reduce -9.3% |
| TSLA Tesla Inc. | 1.31% | 65,044 | $24.4M | Reduce -2.3% |
| VGSH Vanguard Short-Term Treasury | 1.27% | 404,601 | $23.6M | Add +774.9% |
| GOOGL Alphabet Inc. Class A | 1.03% | 65,056 | $19.2M | Reduce -34.9% |
| AVGO Broadcom Inc. | 1.02% | 60,753 | $19.0M | Reduce -24.2% |
| GOOG Alphabet Inc. Class C | 0.85% | 54,134 | $15.8M | Reduce -6.6% |
| META Meta Platforms Inc. Class A | 0.76% | 24,193 | $14.2M | Reduce -12.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.72% | 28,165 | $13.5M | Reduce -8.8% |
| GLD SPDR Gold Shares | 0.71% | 30,435 | $13.2M | Add +8.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.71% | 388,961 | $13.2M | Add +0.8% |
| IDMO Invesco S&P International DE | 0.70% | 232,526 | $13.1M | Reduce -15.9% |
| PLTR Palantir Technologies Inc. Class A | 0.67% | 83,906 | $12.4M | Reduce -11.5% |
| XOM Exxon Mobil Corp. | 0.62% | 70,627 | $11.6M | Reduce -2.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 35,469 | $11.4M | Reduce -3.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.61% | 58,068 | $11.4M | Reduce -4.8% |
| VIG Vanguard Dividend Apprec ETF | 0.60% | 51,418 | $11.2M | Add +1.0% |
| QUAL iShares MSCI USA Quality Fac | 0.60% | 58,822 | $11.2M | Add +86.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.58% | 141,288 | $10.7M | Add +650.9% |
| RDVY First Trust Rising Dividend | 0.57% | 155,193 | $10.7M | Add +3.1% |
| WMT Walmart Inc. | 0.55% | 82,063 | $10.2M | Add +2.9% |
| PULS Pgim Ultra Short Bond ETF | 0.55% | 206,189 | $10.2M | Add +9.9% |
| ITOT iShares Core S&P Total U.S. | 0.54% | 70,842 | $10.1M | Reduce -9.7% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.53% | 229,364 | $9.8M | Add +0.5% |
| FTSM First Trust Enh Short Mat FD | 0.53% | 164,228 | $9.8M | Add +140.8% |
| XLK SS Technology Select Sector | 0.52% | 72,306 | $9.7M | Reduce -9.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.52% | 20,415 | $9.6M | Reduce -3.6% |
| IBOC International Bancshares CRP | 0.51% | 140,193 | $9.5M | Reduce -6.9% |
| SCHF Schwab Intl Equity ETF | 0.51% | 383,887 | $9.5M | Reduce -5.4% |
| SPMO Invesco S&P 500 Momentum ETF | 0.51% | 82,905 | $9.4M | Reduce -71.0% |
| IWY iShares Russell Top 200 Grow | 0.51% | 37,866 | $9.4M | Add +97.4% |
| ADTN Adtran Holdings Inc. | 0.50% | 736,000 | $9.4M | Reduce -2.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.49% | 38,084 | $9.2M | Reduce -2.2% |
| LLY Eli Lilly & Co. | 0.48% | 9,464 | $8.8M | Add +28.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.47% | 150,550 | $8.8M | Reduce -2.1% |
| PSLV Sprott Physical Silver Trust | 0.45% | 342,440 | $8.4M | Reduce -1.2% |
| CVX Chevron Corp. | 0.43% | 40,097 | $8.0M | Reduce -31.4% |
| HD Home Depot Inc. | 0.43% | 24,269 | $8.0M | Reduce -24.7% |
| FDVV Fidelity High Dividend ETF | 0.43% | 143,560 | $8.0M | Reduce -6.4% |
| COST Costco Wholesale Corp. | 0.42% | 7,774 | $7.8M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 0.40% | 25,270 | $7.5M | Reduce -38.9% |
| SLV iShares Silver Trust | 0.40% | 108,876 | $7.4M | Reduce -79.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.40% | 15,828 | $7.4M | Add +3.6% |
| HEQT Simplify Hedged Equity ETF | 0.39% | 231,418 | $7.3M | Add +17.8% |
| PPA Invesco Aerospace & Defense | 0.38% | 42,646 | $7.1M | Reduce -1.0% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 108,453 | $7.0M | Add +5.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.37% | 20,118 | $6.8M | Add +2.1% |
| XLE SS Energy Select Sector | 0.35% | 110,542 | $6.6M | Add +20.0% |
| ABBV Abbvie Inc. | 0.35% | 29,784 | $6.4M | Reduce -3.5% |
| XLF SS Financial Select Sector | 0.34% | 128,105 | $6.3M | Reduce -2.0% |
| LRCX Lam Research Corp. | 0.34% | 29,125 | $6.3M | Reduce -6.1% |
| SHOP Shopify Inc. Class A | 0.33% | 52,385 | $6.2M | Reduce -0.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.33% | 98,809 | $6.2M | Reduce -14.0% |
| FVD First Trust Value Line DVD | 0.33% | 130,731 | $6.2M | Reduce -4.2% |
| JAAA Janus Henderson Aaa Clo ETF | 0.32% | 112,663 | $5.9M | Add +1242.5% |
| ET Energy Transfer LP | 0.31% | 297,778 | $5.7M | Add +108.2% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.30% | 185,040 | $5.6M | Add +358.0% |
| ORCL Oracle Corp. | 0.30% | 37,938 | $5.6M | Add +26.2% |
| MU Micron Technology Inc. | 0.30% | 17,901 | $5.6M | Add +30.1% |
| GEV GE Vernova Inc. | 0.30% | 6,176 | $5.5M | Add +17.9% |
| CAT Caterpillar Inc. | 0.30% | 7,677 | $5.5M | Add +9.9% |
| AGG iShares Core U.S. Aggregate | 0.29% | 54,931 | $5.4M | Reduce -28.2% |
| GS Goldman Sachs Group Inc. | 0.29% | 6,347 | $5.4M | Reduce -36.6% |
| JNJ Johnson & Johnson | 0.29% | 22,040 | $5.4M | Reduce -39.0% |
| FTLS First Trust Long/Short Eqty | 0.28% | 76,921 | $5.3M | Add +5.1% |
| PYPL PayPal Holdings Inc. | 0.28% | 114,115 | $5.2M | Add +65.1% |
| SCHD Schwab US DVD Equity ETF | 0.27% | 165,086 | $5.0M | Add +13.0% |
| SCHO Schwab Short-Term US Treas | 0.27% | 207,440 | $5.0M | New |
| NOW ServiceNow Inc. | 0.27% | 48,043 | $5.0M | Reduce -16.6% |
| AMD Advanced Micro Devices | 0.26% | 23,670 | $4.9M | Reduce -21.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.26% | 12,322 | $4.8M | Reduce -23.0% |
| T AT&T Inc. | 0.26% | 168,481 | $4.8M | Add +2.9% |
| NOBL Proshares S&P 500 Dividend A | 0.25% | 44,713 | $4.7M | Reduce -2.9% |
| FTSL First Trust Senior Loan ETF | 0.25% | 103,919 | $4.7M | Add +8.0% |
| MRK Merck & Co. Inc. | 0.24% | 37,767 | $4.5M | Add +75.4% |
| FTCB FT Core Investment Grade ETF | 0.24% | 212,835 | $4.5M | Add +134.0% |
| VGT Vanguard Info Tech ETF | 0.24% | 6,214 | $4.4M | Add +29.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.23% | 47,703 | $4.4M | Add +1.3% |
| ITA iShares U.S. Aerospace & Def | 0.23% | 19,104 | $4.2M | Add +120.9% |
| FSK FS KKR Capital Corp. | 0.23% | 416,768 | $4.2M | Add +41.5% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 33,769 | $4.2M | Add +73.4% |
| XMMO Invesco S&P Midcap Momentum | 0.22% | 28,133 | $4.1M | Reduce -54.7% |
| EFV iShares MSCI Eafe Value ETF | 0.22% | 55,076 | $4.1M | Add +96.9% |
| VXUS Vanguard Total Intl Stock | 0.22% | 53,041 | $4.1M | Add +410.0% |
| HYGH iShares Int Rate Hedg HY ETF | 0.22% | 47,453 | $4.1M | Add +5.1% |
| SMH Vaneck Semiconductor ETF | 0.22% | 9,878 | $4.1M | Reduce -4.3% |
| NFLX Netflix Inc. | 0.22% | 42,213 | $4.0M | Reduce -21.1% |
| CSCO Cisco Systems Inc. | 0.22% | 51,657 | $4.0M | Add +63.2% |
| HDV iShares Core High Dividend E | 0.21% | 29,724 | $4.0M | Add +99.2% |
| ETN Eaton Corp. PLC | 0.21% | 11,038 | $4.0M | Add +54.2% |
| MSTR Strategy Inc. | 0.21% | 31,523 | $3.9M | Reduce -4.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 13,637 | $3.9M | Reduce -4.6% |
| VRT Vertiv Holdings Co. Class A | 0.21% | 15,268 | $3.9M | Reduce -72.8% |
| GE General Electric filed as GE AEROSPACE | 0.21% | 13,202 | $3.8M | Reduce -0.9% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $14.7M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 201,990 | $14.4M | Add +10.9% |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 291 | $337K | Reduce -5.5% |
| XRXDW Xerox Holdings Corp. | *W EXP 02/11/202 | 247,775 | $22K | Add +15.0% |
| LTRYW Sports Entertainment-CW21 | *W EXP 10/15/202 | 10,000 | $115 | No change |
Total filed on the 13F, all lines: $1.9B.
Portfolio Sells Q4 2025 → Q1 2026
| SLV iShares Silver Trust | Reduce -79.3% | 0.40% | −1.22 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -71.0% | 0.51% | −1.12 |
| NVDA Nvidia Corp. | Reduce -19.8% | 4.43% | −0.74 |
| SCHG Schwab US Large-Cap Growth | Reduce -93.3% | 0.05% | −0.72 |
| MSFT Microsoft Corp. | Reduce -16.8% | 1.67% | −0.65 |
| AMZN Amazon.com Inc. | Reduce -18.6% | 2.49% | −0.50 |
| AAPL Apple Inc. | Reduce -17.7% | 3.20% | −0.48 |
| GOOGL Alphabet Inc. Class A | Reduce -34.9% | 1.03% | −0.46 |
| VST Vistra Corp. | Reduce -89.2% | 0.06% | −0.46 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -97.9% | 0.01% | −0.42 |
| SILJ Amplify Junior Silver Miners | Reduce -96.7% | 0.02% | −0.38 |
| PANW Palo Alto Networks Inc. | Reduce -73.3% | 0.13% | −0.38 |
| SLVP iShares MSCI Global Silver A | Reduce -97.4% | 0.01% | −0.34 |
| URI United Rentals Inc. | Reduce -85.2% | 0.06% | −0.32 |
| UNH Unitedhealth Group Inc. | Reduce -70.3% | 0.12% | −0.31 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.30 |
| AVGO Broadcom Inc. | Reduce -24.2% | 1.02% | −0.30 |
| RTX RTX Corp. | Reduce -64.2% | 0.20% | −0.27 |
| JPM JPMorgan Chase & Co. | Reduce -38.9% | 0.40% | −0.23 |
| VRT Vertiv Holdings Co. Class A | Reduce -72.8% | 0.21% | −0.22 |
| INTC Intel Corp. | Reduce -67.2% | 0.18% | −0.20 |
| PWR Quanta Services Inc. | Reduce -87.6% | 0.04% | −0.19 |
| XMMO Invesco S&P Midcap Momentum | Reduce -54.7% | 0.22% | −0.19 |
| IAU iShares Gold Trust | Reduce -60.7% | 0.15% | −0.16 |
| CRM Salesforce Inc. | Reduce -60.6% | 0.07% | −0.15 |
| NOW ServiceNow Inc. | Reduce -16.6% | 0.27% | −0.15 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.15 |
| XYZ Block Inc. | Sold out | 0.00% | −0.15 |
| ISRG Intuitive Surgical Inc. | Reduce -74.4% | 0.04% | −0.14 |
| PLTR Palantir Technologies Inc. Class A | Reduce -11.5% | 0.67% | −0.13 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -13.1% | 2.12% | −0.13 |
| GDX Vaneck Gold Miners ETF | Reduce -66.1% | 0.10% | −0.13 |
| GS Goldman Sachs Group Inc. | Reduce -36.6% | 0.29% | −0.13 |
| TSLA Tesla Inc. | Reduce -2.3% | 1.31% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -12.7% | 0.76% | −0.11 |
| CEG Constellation Energy | Reduce -66.1% | 0.05% | −0.10 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.10 |
| HD Home Depot Inc. | Reduce -24.7% | 0.43% | −0.10 |
| SRV NXG Cushing Midstream Energy | Sold out | 0.00% | −0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -23.0% | 0.26% | −0.10 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −0.10 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.08 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.08 |
| MLM Martin Marietta Materials | Reduce -87.0% | 0.01% | −0.08 |
| JPIE JPMorgan Income ETF | Reduce -73.4% | 0.03% | −0.08 |
| ANET Arista Networks Inc. | Reduce -56.3% | 0.07% | −0.08 |
| GDXJ Vaneck Junior Gold Miners | Sold out | 0.00% | −0.08 |
| OSCR Oscar Health Inc. Class A | Sold out | 0.00% | −0.07 |
| FLHY Franklin High Yield Corporat | Sold out | 0.00% | −0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| VGSH Vanguard Short-Term Treasury | Add +774.9% | 1.27% | +1.14 |
| VOO Vanguard S&P 500 ETF | Add +30.6% | 1.82% | +0.53 |
| VEU Vanguard Ftse All-World Ex-U | Add +650.9% | 0.58% | +0.51 |
| FTSM First Trust Enh Short Mat FD | Add +140.8% | 0.53% | +0.33 |
| QUAL iShares MSCI USA Quality Fac | Add +86.0% | 0.60% | +0.30 |
| JAAA Janus Henderson Aaa Clo ETF | Add +1242.5% | 0.32% | +0.30 |
| SCHO Schwab Short-Term US Treas | New | 0.27% | +0.27 |
| IWY iShares Russell Top 200 Grow | Add +97.4% | 0.51% | +0.25 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +358.0% | 0.30% | +0.25 |
| ET Energy Transfer LP | Add +108.2% | 0.31% | +0.20 |
| VXUS Vanguard Total Intl Stock | Add +410.0% | 0.22% | +0.18 |
| GLD SPDR Gold Shares | Add +8.4% | 0.71% | +0.18 |
| EEM iShares MSCI Emerging Market | Add +738.7% | 0.18% | +0.16 |
| XLE SS Energy Select Sector | Add +20.0% | 0.35% | +0.16 |
| WDC Western Digital Corp. | Add +127.5% | 0.20% | +0.15 |
| FTCB FT Core Investment Grade ETF | Add +134.0% | 0.24% | +0.15 |
| ITA iShares U.S. Aerospace & Def | Add +120.9% | 0.23% | +0.14 |
| MRK Merck & Co. Inc. | Add +75.4% | 0.24% | +0.14 |
| GEV GE Vernova Inc. | Add +17.9% | 0.30% | +0.13 |
| HDV iShares Core High Dividend E | Add +99.2% | 0.21% | +0.13 |
| EFV iShares MSCI Eafe Value ETF | Add +96.9% | 0.22% | +0.13 |
| WMT Walmart Inc. | Add +2.9% | 0.55% | +0.13 |
| WGS Genedx Holdings Corp. | New | 0.12% | +0.12 |
| BG Bunge Global SA | New | 0.12% | +0.12 |
| IJR iShares Core S&P Small-Cap E | Add +73.4% | 0.23% | +0.11 |
| MU Micron Technology Inc. | Add +30.1% | 0.30% | +0.11 |
| FFIV F5 Inc. | New | 0.11% | +0.11 |
| ENB Enbridge Inc. | Add +95.7% | 0.18% | +0.11 |
| GDXY Yldmax Gold Min Op in St ETF | Add +141.8% | 0.18% | +0.11 |
| KMLM Kraneshares MT LC MN FT Id S | New | 0.11% | +0.11 |
| CAT Caterpillar Inc. | Add +9.9% | 0.30% | +0.11 |
| ETN Eaton Corp. PLC | Add +54.2% | 0.21% | +0.11 |
| PULS Pgim Ultra Short Bond ETF | Add +9.9% | 0.55% | +0.10 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +564.1% | 0.12% | +0.10 |
| EPD Enterprise Products Partners | Add +91.3% | 0.17% | +0.10 |
| KEYS Keysight Technologies Inc. | New | 0.10% | +0.10 |
| CSCO Cisco Systems Inc. | Add +63.2% | 0.22% | +0.10 |
| LLY Eli Lilly & Co. | Add +28.1% | 0.48% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | Add +121.0% | 0.14% | +0.10 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +405.8% | 0.12% | +0.10 |
| Q Qnity Electronics Inc. | Add +266.4% | 0.11% | +0.10 |
| HEQT Simplify Hedged Equity ETF | Add +17.8% | 0.39% | +0.09 |
| TIP iShares Tips Bond ETF | Add +275.9% | 0.12% | +0.09 |
| CRWV Coreweave Inc. Class A | Add +377.5% | 0.11% | +0.09 |
| TRGP Targa Resources Corp. | New | 0.09% | +0.09 |
| EMB iShares JP Morgan Usd Emergi | Add +267.2% | 0.12% | +0.09 |
| DOW Dow Inc. | Add +382.0% | 0.10% | +0.09 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +154.6% | 0.14% | +0.09 |
| PYPL PayPal Holdings Inc. | Add +65.1% | 0.28% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.1% | 0.37% | +0.08 |
Options Activity Q4 2025 → Q1 2026
| META Meta Platforms Inc. Class A | call | Sold out | 20,000 | $13.2Mbefore exit |
| MSFT Microsoft Corp. | put | Sold out | 20,000 | $9.7Mbefore exit |
| TSLA Tesla Inc. | call | Sold out | 20,000 | $9.0Mbefore exit |
| SCHG Schwab US Large-Cap Growth | put | Sold out | 100,000 | $3.3Mbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 2,500 | $1.7Mbefore exit |
| CMG Chipotle Mexican Grill Inc. | call | Sold out | 20,000 | $740Kbefore exit |
| SMH Vaneck Semiconductor ETF | put | Sold out | 1,500 | $540Kbefore exit |
| IONQ Ionq Inc. | call | Sold out | 10,000 | $449Kbefore exit |
| NVDA Nvidia Corp. | call | Sold out | 1,000 | $187Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2025 → Q1 2026
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | Add +10.9% | 201,990 | $14.4M |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -5.5% | 291 | $337K |
| XRXDW Xerox Holdings Corp. | *W EXP 02/11/202 | Add +15.0% | 247,775 | $22K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,066 | $2.1B | NVDA, AAPL, IVV, AMZN, SPY |
| Q1 2026 | 1,007 | $1.9B | NVDA, AAPL, IVV, AMZN, SPY |
| Q4 2025Amended | 1,001 | $2.1B | NVDA, AAPL, AMZN, IVV, MSFT |
| Q3 2025 | 609 | $1.1B | NVDA, AAPL, SPMO, SPY, MSFT |
| Q2 2025 | 617 | $1.0B | NVDA, IVV, AAPL, AMZN, MSFT |
| Q1 2025 | 576 | $944.3M | IVV, AAPL, NVDA, AMZN, SPY |
| Q4 2024 | 609 | $1.0B | IVV, NVDA, AAPL, AMZN, MSFT |
| Q3 2024 | 584 | $943.9M | IVV, NVDA, AAPL, AMZN, MSFT |
| Q2 2024 | 572 | $908.7M | IVV, NVDA, AAPL, MSFT, AMZN |
| Q1 2024 | 472 | $825.9M | IVV, AAPL, NVDA, AMZN, QQQ |