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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, SMH, QQQ, RDVY, CIBR, and represent 36.76% of Plotkin Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp, SOXL, JPST, FTSM, MU, VXF, AMAT, INTC, MTB, AOR.
Started 12 new stock positions in Exxon Mobil Corp, MU, AOR, SOXL, PJUL, XLSR, FTSM, VXF, DIA, MTB. INTC, AMAT.
Reduced shares in these 10 stocks: , SMH, SSO, FAD, FTCS, MTUM, NOC, FXO, FDN, GSLC.
Sold out of its positions in XOM, NOC.
Plotkin Financial Advisors was a net buyer of stock by $462k.
Plotkin Financial Advisors has $241M in assets under management (AUM), dropping by 21.03%.
Central Index Key (CIK): 0001826394

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Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 110 positions in its portfolio as reported in the June 2026 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	$23M		62k	370.04	View chart
Vaneck Semiconductor Etf Etf (SMH)	9.1	$22M	-7%	34k	655.89	View chart
Invesco Qqq Trust Series I Etf (QQQ)	7.2	$17M		24k	736.42	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	6.5	$16M		193k	81.06	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	4.5	$11M		120k	89.85	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	4.3	$10M		44k	236.62	View chart
Apple Stock (AAPL)	3.5	$8.4M		29k	289.37	View chart
First Trust Multi Cap Growth Alphadex Fund Etf (FAD)	3.5	$8.3M	-6%	42k	199.97	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	3.5	$8.3M	+8%	165k	50.57	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	3.4	$8.1M		11k	746.77	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	2.6	$6.3M	-2%	44k	141.89	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	2.6	$6.2M	-4%	18k	342.83	View chart
First Trust Capital Strength Etf Etf (FTCS)	2.3	$5.6M	-7%	60k	93.92	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	1.8	$4.4M		79k	55.09	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	1.7	$4.1M	-4%	15k	264.72	View chart
Nvidia Corporation Stock (NVDA)	1.6	$3.9M		20k	200.09	View chart
First Trust Cloud Computing Etf Etf (SKYY)	1.5	$3.6M	-3%	26k	134.56	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	1.3	$3.2M		9.6k	334.69	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	1.3	$3.2M	+4%	70k	45.70	View chart
Proshares Ultra S&p 500 Etf (SSO)	1.3	$3.1M	-16%	47k	67.38	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	1.1	$2.7M		26k	103.96	View chart
First Trust Technology Alphadex Fund Etf (FXL)	1.0	$2.4M		11k	217.22	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.0	$2.4M		82k	29.43	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.8	$2.0M	+4%	5.7k	357.37	View chart
Amazon Stock (AMZN)	0.8	$2.0M	+2%	8.3k	238.34	View chart
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV)	0.8	$1.9M		33k	58.49	View chart
Palo Alto Networks Stock (PANW)	0.7	$1.8M		5.3k	341.02	View chart
Exxonmobil Holdings Corp Stock	0.7	$1.8M	NEW	13k	136.72	View chart
First Trust Financials Alphadex Fund Etf (FXO)	0.7	$1.8M	-11%	29k	62.46	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.6	$1.5M	-2%	128k	12.03	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.6	$1.5M	+10%	51k	29.40	View chart
Procter & Gamble Stock (PG)	0.6	$1.5M		10k	146.64	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.6	$1.3M	-3%	24k	56.48	View chart
Oracle Corp Stock (ORCL)	0.6	$1.3M		9.1k	146.57	View chart
Merck & Co Stock (MRK)	0.5	$1.3M		10k	128.50	View chart
International Business Machs Stock (IBM)	0.5	$1.3M		4.6k	281.21	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$1.3M		1.8k	686.81	View chart
Direxion Daily Technology Bull 3x Etf Etf (TECL)	0.5	$1.2M		5.2k	230.76	View chart
First Trust Senior Loan Fund Etf (FTSL)	0.5	$1.2M		26k	44.75	View chart
Eli Lilly & Co Stock (LLY)	0.5	$1.2M		964.00	1199.43	View chart
First Trust Nasdaq-100 Select Equal Weight Etf Etf (QQEW)	0.4	$1.1M		6.7k	159.60	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.4	$1.1M	+14%	55k	19.29	View chart
Microsoft Corp Stock (MSFT)	0.4	$1.1M	+8%	2.8k	373.02	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$943k		2.7k	353.33	View chart
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB)	0.4	$909k	-8%	21k	44.03	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$898k		1.6k	563.29	View chart
Proshares Ultra Dow30 Etf (DDM)	0.3	$825k	-12%	13k	65.53	View chart
Johnson & Johnson Stock (JNJ)	0.3	$821k		3.2k	253.97	View chart
Advanced Micro Devices Stock (AMD)	0.3	$762k		1.3k	580.91	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.3	$722k	+2%	8.0k	90.10	View chart
Direxion Daily Semiconductor Bull 3x Etf Etf (SOXL)	0.3	$721k	NEW	2.7k	266.71	View chart
Invesco S&p 500 High Beta Etf Etf (SPHB)	0.3	$690k		4.4k	155.59	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.3	$676k		5.8k	117.02	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$669k	+30%	1.3k	500.39	View chart
Coca Cola Stock (KO)	0.3	$651k		8.0k	81.27	View chart
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN)	0.3	$630k		11k	59.95	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.2	$590k	+7%	7.1k	82.65	View chart
Arista Networks Stock (ANET)	0.2	$570k	+13%	3.4k	169.88	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$543k	+7%	1.7k	327.33	View chart
Home Depot Stock (HD)	0.2	$528k		1.5k	352.81	View chart
Constellation Energy Corp Stock (CEG)	0.2	$514k		2.1k	248.37	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.2	$505k	+10%	10k	49.78	View chart
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT)	0.2	$502k	-2%	8.9k	56.26	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.2	$489k		10k	48.18	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$488k	+6%	1.6k	300.45	View chart
Visa Inc Com Cl A Stock (V)	0.2	$485k	+4%	1.4k	343.14	View chart
Nextera Energy Stock (NEE)	0.2	$476k		5.4k	87.77	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.2	$476k		5.3k	90.60	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.2	$447k	+11%	5.7k	79.03	View chart
Proshares Ultra Semiconductors Etf (USD)	0.2	$446k	-9%	4.3k	104.26	View chart
Blackstone Stock (BX)	0.2	$445k		3.8k	117.67	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.2	$435k	NEW	7.3k	59.73	View chart
S&p Global Stock (SPGI)	0.2	$422k		1.0k	407.26	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.2	$412k		1.7k	242.42	View chart
3M Stock (MMM)	0.2	$369k		2.3k	161.91	View chart
American Express Stock (AXP)	0.1	$356k	+16%	1.1k	338.25	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$350k		6.9k	51.05	View chart
Micron Technology Stock (MU)	0.1	$350k	NEW	303.00	1154.29	View chart
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR)	0.1	$339k		8.3k	40.88	View chart
Emerson Elec Stock (EMR)	0.1	$330k		2.3k	143.15	View chart
First Trust Small Cap Growth Alphadex Fund Etf (FYC)	0.1	$325k		2.6k	127.34	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$325k		5.2k	62.20	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$320k	+18%	1.7k	185.23	View chart
Moodys Corp Stock (MCO)	0.1	$318k		702.00	452.92	View chart
Coupang Inc Cl A Stock (CPNG)	0.1	$313k		18k	17.37	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$309k	NEW	1.3k	246.21	View chart
Ft Vest Us Equity Buffer Etf - March Etf (FMAR)	0.1	$302k		5.8k	52.26	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.1	$296k	+100%	5.3k	56.16	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$296k	+14%	5.5k	53.61	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$294k	+24%	7.0k	42.21	View chart
Applied Matls Stock (AMAT)	0.1	$289k	NEW	400.00	723.00	View chart
Exelon Corp Stock (EXC)	0.1	$289k		6.2k	46.62	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$288k	-27%	450.00	640.76	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$276k	+300%	3.4k	80.57	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$269k		359.00	748.89	View chart
Mcdonalds Corp Stock (MCD)	0.1	$268k		992.00	270.31	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$264k		2.2k	117.50	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$261k		829.00	314.59	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$261k		5.2k	50.49	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$251k		4.4k	56.98	View chart
Walmart Stock (WMT)	0.1	$244k	-2%	2.2k	113.26	View chart
Intel Corp Stock (INTC)	0.1	$243k	NEW	1.7k	139.63	View chart
Wec Energy Group Stock (WEC)	0.1	$238k		2.0k	116.77	View chart
Verizon Communications Stock (VZ)	0.1	$225k		5.3k	42.34	View chart
M & T Bk Corp Stock (MTB)	0.1	$215k	NEW	905.00	238.01	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.1	$215k	NEW	3.1k	69.50	View chart
State Street Us Sector Rotation Etf Etf (XLSR)	0.1	$214k	NEW	3.3k	64.86	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.1	$204k	NEW	4.2k	48.81	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$202k	NEW	386.00	522.39	View chart
Kkr Income Opportunities Cef (KIO)	0.1	$146k		13k	11.26	View chart

Past Filings by Plotkin Financial Advisors

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

Plotkin Financial Advisors 2026 Q2 filed Aug. 14, 2026
Plotkin Financial Advisors 2026 Q1 filed May 11, 2026
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

View all past filings

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