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Plotkin Financial Advisors

Latest statistics and disclosures from Plotkin Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, MOAT, RDVY, QQQ, SMH, and represent 32.39% of Plotkin Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHX, SPY, USD, PANW, ANET, WMT, QQQ, IVV, FYC, VIG.
Started 4 new stock positions in WMT, IVV, FYC, ANET.
Reduced shares in these 10 stocks: FJAN, RDVY, FDEC, SSO, NOC, NSC, DDM, JPST, CIBR, NVDA.
Sold out of its positions in FDEC, NSC, NOC.
Plotkin Financial Advisors was a net buyer of stock by $117k.
Plotkin Financial Advisors has $169M in assets under management (AUM), dropping by 0.83%.
Central Index Key (CIK): 0001826394

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Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 91 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Etf Etf (VTI)	9.2	$16M		54k	289.81	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	6.4	$11M		116k	92.72	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	5.9	$10M	-3%	169k	59.14	View chart
Invesco Qqq Trust Series I Etf (QQQ)	5.9	$9.9M	+2%	19k	511.24	View chart
Vaneck Semiconductor Etf Etf (SMH)	5.0	$8.5M		35k	242.17	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	4.7	$7.9M		40k	195.83	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	4.3	$7.3M		115k	63.45	View chart
Apple Stock (AAPL)	4.3	$7.2M		29k	250.42	View chart
First Trust Multi Cap Growth Alphadex Fund Etf (FAD)	3.8	$6.3M		46k	138.21	View chart
First Trust Capital Strength Etf Etf (FTCS)	3.7	$6.3M		71k	87.82	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.9	$4.8M	+7%	8.2k	586.08	View chart
Proshares Ultra S&p 500 Etf (SSO)	2.5	$4.2M	-5%	46k	92.51	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	2.5	$4.1M	-2%	82k	50.37	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	2.4	$4.1M		20k	206.92	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	2.4	$4.0M		17k	243.17	View chart
First Trust Cloud Computing Etf Etf (SKYY)	2.1	$3.5M		30k	119.12	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	1.9	$3.2M	-11%	70k	45.90	View chart
Nvidia Corporation Stock (NVDA)	1.5	$2.5M	-3%	19k	134.29	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	1.5	$2.5M	-2%	61k	40.48	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	1.1	$1.9M	-3%	10k	188.28	View chart
First Trust Financials Alphadex Fund Etf (FXO)	1.1	$1.9M		35k	54.13	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	1.0	$1.8M		31k	57.53	View chart
Pimco Corporate & Income Oppor Cef (PTY)	1.0	$1.7M		119k	14.37	View chart
Amazon Stock (AMZN)	1.0	$1.7M		7.8k	219.39	View chart
Procter And Gamble Stock (PG)	1.0	$1.7M		10k	167.65	View chart
Proshares Ultra Technology Etf (ROM)	1.0	$1.7M	-3%	24k	69.73	View chart
First Trust Technology Alphadex Fund Etf (FXL)	1.0	$1.7M		11k	148.55	View chart
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV)	1.0	$1.6M	-2%	34k	47.82	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.0	$1.6M	+208%	69k	23.18	View chart
Oracle Corp Stock (ORCL)	0.9	$1.4M		8.6k	166.65	View chart
Exxon Mobil Corp Stock (XOM)	0.7	$1.2M		11k	107.57	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$1.0M	-4%	1.9k	538.81	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$1.0M		5.4k	189.31	View chart
Merck & Co Stock (MRK)	0.6	$1.0M		10k	99.48	View chart
International Business Machs Stock (IBM)	0.6	$1.0M		4.6k	219.83	View chart
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW)	0.5	$837k		6.7k	124.96	View chart
Microsoft Corp Stock (MSFT)	0.5	$812k		1.9k	421.50	View chart
Eli Lilly & Co Stock (LLY)	0.4	$737k		954.00	772.00	View chart
Proshares Ultra Dow30 Etf (DDM)	0.4	$722k	-17%	7.6k	95.30	View chart
Blackstone Stock (BX)	0.4	$648k		3.8k	172.42	View chart
Home Depot Stock (HD)	0.3	$583k		1.5k	389.14	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.3	$570k	-11%	5.7k	100.12	View chart
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN)	0.3	$540k		11k	51.38	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.3	$521k	+10%	7.8k	67.03	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.3	$521k		12k	43.64	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$503k		2.6k	190.47	View chart
Coca Cola Stock (KO)	0.3	$496k		8.0k	62.26	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.3	$495k	-4%	6.2k	80.27	View chart
S&p Global Stock (SPGI)	0.3	$490k		984.00	498.03	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.3	$475k	-5%	6.1k	78.01	View chart
Direxion Daily Technology Bull 3x Shares Etf (TECL)	0.3	$462k		5.1k	90.55	View chart
Constellation Energy Corp Stock (CEG)	0.3	$462k		2.1k	223.71	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$461k	-3%	2.1k	220.96	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$456k	+5%	778.00	585.51	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.3	$453k	-15%	8.0k	56.48	View chart
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR)	0.3	$446k		12k	37.21	View chart
First Trust Senior Loan Fund Etf (FTSL)	0.3	$440k	-12%	9.5k	46.24	View chart
Coupang Inc Cl A Stock (CPNG)	0.3	$440k		20k	21.98	View chart
Johnson & Johnson Stock (JNJ)	0.3	$436k		3.0k	144.62	View chart
Invesco S&p 500 High Beta Etf Etf (SPHB)	0.3	$427k	-5%	4.8k	88.65	View chart
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT)	0.3	$425k		9.4k	45.04	View chart
Nextera Energy Stock (NEE)	0.2	$416k		5.8k	71.69	View chart
Palo Alto Networks Stock (PANW)	0.2	$415k	+155%	2.3k	181.96	View chart
Innovator Equity Defined Protection Etf - 2 Yr To July 2025 Etf (TJUL)	0.2	$397k		14k	27.77	View chart
Proshares Ultra Semiconductors Etf (USD)	0.2	$392k	+219%	6.0k	65.14	View chart
Visa Inc Com Cl A Stock (V)	0.2	$378k		1.2k	316.09	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.2	$378k	-3%	20k	18.70	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$360k		795.00	453.28	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$327k	+4%	1.4k	239.71	View chart
Moodys Corp Stock (MCO)	0.2	$321k		677.00	473.37	View chart
3M Stock (MMM)	0.2	$294k		2.3k	129.09	View chart
Mcdonalds Corp Stock (MCD)	0.2	$288k		992.00	289.89	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.2	$287k	+4%	12k	24.24	View chart
Emerson Elec Stock (EMR)	0.2	$281k		2.3k	123.93	View chart
Ft Vest Us Equity Buffer Etf - March Etf (FMAR)	0.2	$276k	-27%	6.4k	43.27	View chart
Phillips Edison & Co Reit (PECO)	0.2	$274k		7.3k	37.46	View chart
Adobe Stock (ADBE)	0.2	$271k		610.00	444.68	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.2	$263k		2.6k	99.55	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$247k		1.7k	145.35	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$240k		2.6k	90.93	View chart
Exelon Corp Stock (EXC)	0.1	$233k		6.2k	37.64	View chart
Arista Networks Stock (ANET)	0.1	$229k	NEW	2.1k	110.53	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$226k		857.00	264.13	View chart
Proshares Ultra Financials Etf (UYG)	0.1	$222k	-9%	2.6k	85.46	View chart
Walmart Stock (WMT)	0.1	$218k	NEW	2.4k	90.35	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$212k	-29%	1.2k	175.23	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$202k	NEW	343.00	588.68	View chart
First Trust Small Cap Growth Alphadex Fund Etf (FYC)	0.1	$200k	NEW	2.6k	77.43	View chart
Plymouth Indl Reit Reit (PLYM)	0.1	$183k		10k	17.80	View chart
Kkr Income Opportunities Cef (KIO)	0.1	$173k		13k	13.38	View chart
Cel-sci Corp Com Par Stock (CVM)	0.0	$37k		92k	0.40	View chart

Past Filings by Plotkin Financial Advisors

SEC 13F filings are viewable for Plotkin Financial Advisors going back to 2024

Plotkin Financial Advisors 2024 Q4 filed March 6, 2025
Plotkin Financial Advisors 2019 Q4 filed Nov. 15, 2024
Plotkin Financial Advisors 2020 Q1 filed Nov. 15, 2024
Plotkin Financial Advisors 2020 Q2 filed Nov. 15, 2024
Plotkin Financial Advisors 2020 Q3 filed Nov. 15, 2024
Plotkin Financial Advisors 2020 Q4 filed Nov. 15, 2024
Plotkin Financial Advisors 2021 Q1 filed Nov. 15, 2024
Plotkin Financial Advisors 2021 Q2 filed Nov. 15, 2024
Plotkin Financial Advisors 2021 Q3 filed Nov. 15, 2024
Plotkin Financial Advisors 2021 Q4 filed Nov. 15, 2024
Plotkin Financial Advisors 2022 Q1 filed Nov. 15, 2024
Plotkin Financial Advisors 2022 Q2 filed Nov. 15, 2024
Plotkin Financial Advisors 2022 Q3 filed Nov. 15, 2024
Plotkin Financial Advisors 2022 Q4 filed Nov. 15, 2024
Plotkin Financial Advisors 2023 Q1 filed Nov. 15, 2024
Plotkin Financial Advisors 2023 Q2 filed Nov. 15, 2024

View all past filings

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