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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, RDVY, SMH, MOAT, and represent 33.35% of Plotkin Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA, RDVY, JPST, ILCG, QQQ, VTI, SPY, GSLC, VIG, FLOT.
Started 11 new stock positions in AMD, JAAA, ILCG, NOC, USD, AOR, RSP, AXP, FLOT, XLI. FDL.
Reduced shares in these 10 stocks: MOAT, FTCS, JEPI, COWZ, TJUL, VOO, IWM, FMAR, MTUM, PTY.
Plotkin Financial Advisors was a net buyer of stock by $7.0M.
Plotkin Financial Advisors has $202M in assets under management (AUM), dropping by 11.60%.
Central Index Key (CIK): 0001826394

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Positions held by Plotkin Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 104 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Etf Etf (VTI)	9.5	$19M	+2%	58k	328.17	View chart
Invesco Qqq Trust Series I Etf (QQQ)	6.5	$13M	+3%	22k	600.38	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	6.1	$12M	+5%	184k	67.26	View chart
Vaneck Semiconductor Etf Etf (SMH)	5.8	$12M	+2%	36k	326.36	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	5.4	$11M	-3%	111k	99.11	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	4.6	$9.3M	+4%	43k	215.79	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	4.4	$8.9M		117k	76.01	View chart
First Trust Multi Cap Growth Alphadex Fund Etf (FAD)	3.6	$7.3M		46k	160.55	View chart
Apple Stock (AAPL)	3.6	$7.2M		29k	254.64	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	3.2	$6.5M	+7%	9.8k	666.18	View chart
First Trust Capital Strength Etf Etf (FTCS)	3.1	$6.3M	-2%	68k	93.64	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	2.9	$5.9M	+10%	116k	50.73	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	2.4	$4.9M		19k	256.45	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	2.2	$4.5M		16k	279.84	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	1.9	$3.8M		76k	50.15	View chart
First Trust Cloud Computing Etf Etf (SKYY)	1.9	$3.8M		28k	134.42	View chart
Nvidia Corporation Stock (NVDA)	1.8	$3.7M	+22%	20k	186.58	View chart
Proshares Ultra S&p 500 Etf (SSO)	1.6	$3.3M		30k	112.13	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	1.3	$2.7M		61k	44.57	View chart
Oracle Corp Stock (ORCL)	1.3	$2.5M		9.0k	281.27	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	1.1	$2.3M		10k	229.61	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.0	$2.1M		80k	26.34	View chart
First Trust Financials Alphadex Fund Etf (FXO)	1.0	$2.0M		34k	59.39	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.9	$1.9M		11k	167.99	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.9	$1.8M		125k	14.44	View chart
Amazon Stock (AMZN)	0.9	$1.8M		8.0k	219.57	View chart
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV)	0.9	$1.7M		33k	52.89	View chart
Procter And Gamble Stock (PG)	0.8	$1.5M		10k	153.65	View chart
Exxon Mobil Corp Stock (XOM)	0.7	$1.5M		13k	112.75	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.7	$1.3M	-8%	24k	57.10	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$1.3M		5.4k	243.14	View chart
International Business Machs Stock (IBM)	0.6	$1.3M		4.6k	282.16	View chart
Microsoft Corp Stock (MSFT)	0.6	$1.1M	+3%	2.2k	517.95	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$1.1M	-7%	1.8k	612.38	View chart
First Trust Senior Loan Fund Etf (FTSL)	0.5	$1.0M	+26%	23k	45.84	View chart
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB)	0.5	$1.0M		25k	40.57	View chart
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW)	0.5	$953k		6.8k	141.11	View chart
Palo Alto Networks Stock (PANW)	0.5	$948k	+39%	4.7k	203.62	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.4	$899k	+2%	35k	25.85	View chart
Merck & Co Stock (MRK)	0.4	$848k		10k	83.93	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$837k	+5%	1.1k	734.38	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.4	$789k	+116%	6.1k	130.28	View chart
Proshares Ultra Dow30 Etf (DDM)	0.4	$781k	-2%	7.3k	107.28	View chart
Eli Lilly & Co Stock (LLY)	0.4	$728k		954.00	763.00	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.4	$723k	+28%	37k	19.34	View chart
Constellation Energy Corp Stock (CEG)	0.3	$679k		2.1k	329.07	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.3	$655k		5.7k	115.01	View chart
Blackstone Stock (BX)	0.3	$646k		3.8k	170.85	View chart
Direxion Daily Technology Bull 3x Shares Etf (TECL)	0.3	$644k		5.2k	124.37	View chart
Coupang Inc Cl A Stock (CPNG)	0.3	$644k		20k	32.20	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$643k		2.6k	243.62	View chart
Home Depot Stock (HD)	0.3	$612k		1.5k	405.34	View chart
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN)	0.3	$588k		11k	55.95	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.3	$570k		7.8k	73.29	View chart
Johnson & Johnson Stock (JNJ)	0.3	$559k		3.0k	185.42	View chart
Coca Cola Stock (KO)	0.3	$528k		8.0k	66.32	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.3	$515k	NEW	4.9k	104.30	View chart
S&p Global Stock (SPGI)	0.3	$515k		1.1k	486.71	View chart
Invesco S&p 500 High Beta Etf Etf (SPHB)	0.3	$511k		4.7k	109.80	View chart
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT)	0.2	$498k		9.4k	52.89	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$492k	+22%	979.00	502.74	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.2	$485k	+6%	5.8k	84.11	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$473k		1.5k	315.43	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.2	$469k		10k	46.24	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.2	$436k		5.5k	79.93	View chart
Visa Inc Com Cl A Stock (V)	0.2	$426k	+2%	1.2k	341.43	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$423k	-16%	1.7k	241.96	View chart
Arista Networks Stock (ANET)	0.2	$414k	+6%	2.8k	145.71	View chart
Nextera Energy Stock (NEE)	0.2	$410k		5.4k	75.49	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.2	$356k		1.7k	209.26	View chart
3M Stock (MMM)	0.2	$354k		2.3k	155.18	View chart
Moodys Corp Stock (MCO)	0.2	$335k		702.00	476.48	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.2	$325k	-25%	5.7k	57.47	View chart
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR)	0.2	$321k		8.3k	38.64	View chart
Mcdonalds Corp Stock (MCD)	0.1	$302k		992.00	303.89	View chart
Emerson Elec Stock (EMR)	0.1	$297k		2.3k	131.18	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$296k	NEW	5.8k	51.09	View chart
Exelon Corp Stock (EXC)	0.1	$279k		6.2k	45.01	View chart
Ft Vest Us Equity Buffer Etf - March Etf (FMAR)	0.1	$277k	-9%	6.0k	46.39	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.1	$272k		2.6k	103.07	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$262k	NEW	5.2k	50.78	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$254k		2.6k	95.89	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$252k		857.00	293.74	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$249k		829.00	300.41	View chart
Walmart Stock (WMT)	0.1	$247k		2.4k	103.06	View chart
Phillips Edison & Co Reit (PECO)	0.1	$246k		7.2k	34.33	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$240k		359.00	669.30	View chart
Proshares Ultra Semiconductors Etf (USD)	0.1	$235k	NEW	2.4k	99.02	View chart
First Trust Small Cap Growth Alphadex Fund Etf (FYC)	0.1	$234k		2.6k	90.71	View chart
Wec Energy Group Stock (WEC)	0.1	$234k		2.0k	114.59	View chart
Verizon Communications Stock (VZ)	0.1	$234k		5.3k	43.95	View chart
Plymouth Indl Reit Reit (PLYM)	0.1	$230k		10k	22.33	View chart
Innovator Equity Defined Protection Etf - 2 Yr To July 2027 Etf (TJUL)	0.1	$229k	-28%	7.8k	29.29	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$226k	NEW	371.00	609.32	View chart
American Express Stock (AXP)	0.1	$221k	NEW	666.00	332.16	View chart
Bank America Corp Stock (BAC)	0.1	$219k	-6%	4.3k	51.59	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$219k		4.1k	53.87	View chart
Advanced Micro Devices Stock (AMD)	0.1	$210k	NEW	1.3k	161.79	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$206k	NEW	1.1k	189.70	View chart
Abbott Labs Stock (ABT)	0.1	$203k		1.5k	133.94	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$201k	NEW	1.3k	154.23	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.1	$200k	NEW	4.6k	43.41	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.1	$199k	NEW	3.1k	64.38	View chart
Kkr Income Opportunities Cef (KIO)	0.1	$163k		13k	12.60	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 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
Plotkin Financial Advisors 2022 Q3 filed Nov. 15, 2024

View all past filings

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