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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, QQQ, SMH, RDVY, VIG, and represent 34.23% of Plotkin Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: GSLC (+$5.6M), SSO, VTI, QQQ, JPST, DDM, RDVY, META, SPY, RDVI.
Reduced shares in these 10 stocks: MOAT (-$8.7M), TJUL, ABT, KIO, FTCS, FAD, GFEB, MTUM, IGV, SKYY.
Sold out of its positions in ABT, TJUL, KIO.
Plotkin Financial Advisors was a net buyer of stock by $1.7M.
Plotkin Financial Advisors has $205M in assets under management (AUM), dropping by 1.33%.
Central Index Key (CIK): 0001826394

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Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 101 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Etf Etf (VTI)	9.9	$20M	+4%	61k	335.27	View chart
Invesco Qqq Trust Series I Etf (QQQ)	6.9	$14M	+5%	23k	614.32	View chart
Vaneck Semiconductor Etf Etf (SMH)	6.4	$13M		37k	360.13	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	6.4	$13M	+2%	188k	69.47	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	4.6	$9.4M		43k	219.78	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	4.1	$8.5M		118k	71.45	View chart
Apple Stock (AAPL)	3.8	$7.7M		28k	271.87	View chart
First Trust Multi Cap Growth Alphadex Fund Etf (FAD)	3.5	$7.3M		45k	161.85	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	3.4	$6.9M	+2%	10k	681.92	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	3.2	$6.6M	+11%	130k	50.59	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	3.1	$6.4M	+693%	48k	132.37	View chart
First Trust Capital Strength Etf Etf (FTCS)	3.0	$6.1M	-2%	66k	92.51	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	2.3	$4.7M		19k	250.31	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	2.1	$4.3M		16k	269.18	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	1.9	$3.9M		75k	51.75	View chart
Nvidia Corporation Stock (NVDA)	1.8	$3.8M		20k	186.50	View chart
First Trust Cloud Computing Etf Etf (SKYY)	1.8	$3.6M		28k	130.08	View chart
Proshares Ultra S&p 500 Etf (SSO)	1.7	$3.4M	+97%	59k	57.92	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	1.4	$2.8M	-75%	27k	103.56	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	1.4	$2.8M	+3%	63k	44.50	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	1.1	$2.3M		10k	230.21	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.0	$2.1M		80k	26.91	View chart
First Trust Financials Alphadex Fund Etf (FXO)	1.0	$2.0M		34k	60.35	View chart
Amazon Stock (AMZN)	0.9	$1.9M		8.1k	230.82	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.9	$1.9M		11k	168.28	View chart
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV)	0.9	$1.8M		33k	54.83	View chart
Oracle Corp Stock (ORCL)	0.9	$1.8M		9.0k	194.93	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.8	$1.7M		5.5k	313.05	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.8	$1.6M		127k	12.90	View chart
Exxon Mobil Corp Stock (XOM)	0.8	$1.6M		13k	120.34	View chart
Procter & Gamble Stock (PG)	0.7	$1.4M		10k	143.31	View chart
International Business Machs Stock (IBM)	0.7	$1.3M		4.6k	296.21	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.6	$1.3M		23k	57.24	View chart
First Trust Senior Loan Fund Etf (FTSL)	0.6	$1.2M	+12%	26k	45.88	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$1.1M	+2%	1.8k	627.13	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.5	$1.1M	+20%	42k	26.24	View chart
Merck & Co Stock (MRK)	0.5	$1.1M		10k	105.26	View chart
Microsoft Corp Stock (MSFT)	0.5	$1.0M		2.1k	483.62	View chart
Eli Lilly & Co Stock (LLY)	0.5	$1.0M		954.00	1074.68	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$977k	+29%	1.5k	660.09	View chart
First Trust Nasdaq-100 Select Equal Weight Etf Etf (QQEW)	0.5	$960k		6.8k	142.13	View chart
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB)	0.5	$936k	-10%	23k	41.53	View chart
Palo Alto Networks Stock (PANW)	0.4	$899k	+4%	4.9k	184.20	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.4	$865k	+19%	45k	19.39	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$829k		2.6k	313.90	View chart
Proshares Ultra Dow30 Etf (DDM)	0.4	$825k	+99%	15k	56.86	View chart
Constellation Energy Corp Stock (CEG)	0.4	$729k		2.1k	353.27	View chart
Johnson & Johnson Stock (JNJ)	0.3	$623k		3.0k	206.95	View chart
Direxion Daily Technology Bull 3x Shares Etf (TECL)	0.3	$609k		5.2k	117.49	View chart
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN)	0.3	$600k		11k	57.06	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.3	$595k	+15%	5.7k	104.04	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.3	$583k		7.8k	75.05	View chart
Blackstone Stock (BX)	0.3	$583k		3.8k	154.14	View chart
Coca Cola Stock (KO)	0.3	$557k		8.0k	69.91	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.3	$553k	+14%	6.6k	83.75	View chart
S&p Global Stock (SPGI)	0.3	$552k		1.1k	522.59	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.3	$546k	-9%	5.2k	105.69	View chart
Invesco S&p 500 High Beta Etf Etf (SPHB)	0.3	$544k		4.7k	116.97	View chart
Home Depot Stock (HD)	0.3	$513k		1.5k	344.23	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$499k	+3%	1.5k	322.22	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$492k		979.00	502.65	View chart
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT)	0.2	$486k		9.4k	51.87	View chart
Coupang Inc Cl A Stock (CPNG)	0.2	$472k		20k	23.59	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.2	$468k		10k	46.08	View chart
Visa Inc Com Cl A Stock (V)	0.2	$467k	+6%	1.3k	350.76	View chart
Nextera Energy Stock (NEE)	0.2	$436k		5.4k	80.28	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.2	$418k	-3%	5.2k	79.73	View chart
Arista Networks Stock (ANET)	0.2	$391k	+5%	3.0k	131.03	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$376k	-12%	1.5k	246.16	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.2	$365k		1.7k	214.69	View chart
3M Stock (MMM)	0.2	$365k		2.3k	160.10	View chart
Moodys Corp Stock (MCO)	0.2	$359k		702.00	510.85	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$349k	+18%	6.9k	50.86	View chart
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR)	0.2	$327k		8.3k	39.35	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.2	$319k	-6%	5.3k	60.17	View chart
Mcdonalds Corp Stock (MCD)	0.1	$303k		992.00	305.63	View chart
Emerson Elec Stock (EMR)	0.1	$301k		2.3k	132.72	View chart
American Express Stock (AXP)	0.1	$281k	+13%	759.00	369.95	View chart
Ft Vest Us Equity Buffer Etf - March Etf (FMAR)	0.1	$278k		5.9k	47.46	View chart
Advanced Micro Devices Stock (AMD)	0.1	$278k		1.3k	214.16	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.1	$275k		2.6k	104.07	View chart
Exelon Corp Stock (EXC)	0.1	$270k		6.2k	43.59	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$261k		5.2k	50.58	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$256k		2.6k	96.88	View chart
Phillips Edison & Co Reit (PECO)	0.1	$255k		7.2k	35.57	View chart
Walmart Stock (WMT)	0.1	$253k	-5%	2.3k	111.41	View chart
Proshares Ultra Semiconductors Etf (USD)	0.1	$249k	+100%	4.7k	52.51	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$249k		857.00	290.22	View chart
First Trust Small Cap Growth Alphadex Fund Etf (FYC)	0.1	$248k		2.6k	96.12	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$246k		359.00	684.94	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$239k		829.00	288.72	View chart
Bank America Corp Stock (BAC)	0.1	$234k		4.3k	55.00	View chart
Plymouth Indl Reit Reit	0.1	$226k		10k	21.88	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$223k		4.1k	54.77	View chart
Verizon Communications Stock (VZ)	0.1	$217k		5.3k	40.73	View chart
Wec Energy Group Stock (WEC)	0.1	$215k		2.0k	105.46	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$212k		371.00	570.21	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.1	$205k		4.6k	44.34	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$204k		1.1k	191.56	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$202k		1.3k	155.12	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.1	$201k		3.1k	65.01	View chart

Past Filings by Plotkin Financial Advisors

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

Plotkin Financial Advisors 2025 Q4 filed Feb. 19, 2026
Plotkin Financial Advisors 2025 Q3 filed Nov. 14, 2025
Plotkin Financial Advisors 2025 Q2 filed Aug. 11, 2025
Plotkin Financial Advisors 2025 Q1 filed May 15, 2025
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

View all past filings

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