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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, VIG, and represent 34.93% of Plotkin Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: JPST, SPY, LMBS, VTI, DFCF, FJAN, SOXX, DIVO, MSFT, RDVY.
Started 4 new stock positions in DFCF, KIO, SOXX, LMBS.
Reduced shares in these 10 stocks: GSLC, PECO, Plymouth Indl Reit, FDL, RSP, AOR, SSO, NVDA, FTCS, FXO.
Sold out of its positions in FDL, RSP, AOR, PECO, Plymouth Indl Reit.
Plotkin Financial Advisors was a net buyer of stock by $2.7M.
Plotkin Financial Advisors has $199M in assets under management (AUM), dropping by -2.86%.
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 100 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Etf Etf (VTI)	10.0	$20M	+2%	62k	320.81	View chart
Vaneck Semiconductor Etf Etf (SMH)	7.0	$14M		36k	383.40	View chart
Invesco Qqq Trust Series I Etf (QQQ)	6.7	$13M		23k	577.19	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	6.5	$13M		191k	68.28	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	4.6	$9.3M		43k	215.06	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	3.9	$7.7M	+17%	152k	50.61	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	3.8	$7.5M		120k	62.68	View chart
Apple Stock (AAPL)	3.7	$7.3M	+2%	29k	253.80	View chart
First Trust Multi Cap Growth Alphadex Fund Etf (FAD)	3.6	$7.1M		45k	158.92	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	3.5	$7.0M	+7%	11k	650.34	View chart
First Trust Capital Strength Etf Etf (FTCS)	3.0	$6.0M		65k	92.76	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	2.8	$5.7M	-5%	45k	125.13	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	2.3	$4.5M		19k	239.99	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	2.0	$4.0M	+5%	79k	50.41	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	1.9	$3.8M		16k	234.03	View chart
Nvidia Corporation Stock (NVDA)	1.7	$3.4M	-3%	20k	174.40	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	1.5	$3.0M	+6%	67k	44.85	View chart
First Trust Cloud Computing Etf Etf (SKYY)	1.5	$3.0M		27k	109.36	View chart
Proshares Ultra S&p 500 Etf (SSO)	1.4	$2.9M	-5%	56k	51.88	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	1.3	$2.6M		27k	96.70	View chart
Exxon Mobil Corp Stock (XOM)	1.1	$2.2M		13k	169.66	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	1.0	$2.1M	-3%	9.7k	215.98	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.0	$2.1M	+2%	81k	25.64	View chart
First Trust Financials Alphadex Fund Etf (FXO)	0.9	$1.8M	-3%	32k	56.19	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.9	$1.8M		11k	158.87	View chart
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV)	0.9	$1.8M		33k	53.40	View chart
Amazon Stock (AMZN)	0.9	$1.7M		8.1k	208.27	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.8	$1.6M	+3%	131k	12.06	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.8	$1.6M		5.5k	287.61	View chart
Procter & Gamble Stock (PG)	0.7	$1.4M		10k	144.44	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.7	$1.4M	+5%	24k	56.68	View chart
Oracle Corp Stock (ORCL)	0.7	$1.3M		9.0k	147.12	View chart
Merck & Co Stock (MRK)	0.6	$1.2M		10k	120.29	View chart
First Trust Senior Loan Fund Etf (FTSL)	0.6	$1.2M	+2%	26k	44.80	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.6	$1.2M	+10%	46k	25.55	View chart
International Business Machs Stock (IBM)	0.6	$1.1M		4.6k	242.39	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$1.1M		1.8k	597.55	View chart
Microsoft Corp Stock (MSFT)	0.5	$965k	+22%	2.6k	370.17	View chart
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB)	0.5	$926k		23k	41.09	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.5	$917k	+8%	48k	19.00	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$901k	+6%	1.6k	572.13	View chart
Eli Lilly & Co Stock (LLY)	0.4	$881k		958.00	919.77	View chart
Palo Alto Networks Stock (PANW)	0.4	$859k	+9%	5.4k	160.32	View chart
First Trust Nasdaq-100 Select Equal Weight Etf Etf (QQEW)	0.4	$858k		6.8k	126.97	View chart
Johnson & Johnson Stock (JNJ)	0.4	$790k	+7%	3.2k	244.44	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$761k		2.7k	286.96	View chart
Proshares Ultra Dow30 Etf (DDM)	0.4	$746k		14k	52.05	View chart
Coca Cola Stock (KO)	0.3	$609k		8.0k	76.05	View chart
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN)	0.3	$594k		11k	56.50	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.3	$586k		7.8k	75.19	View chart
Constellation Energy Corp Stock (CEG)	0.3	$578k		2.1k	279.25	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.3	$550k		6.6k	82.75	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.3	$546k		5.7k	95.48	View chart
Invesco S&p 500 High Beta Etf Etf (SPHB)	0.3	$514k	-4%	4.4k	115.95	View chart
Nextera Energy Stock (NEE)	0.3	$504k		5.4k	92.88	View chart
Home Depot Stock (HD)	0.2	$492k		1.5k	329.01	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$492k	+4%	1.0k	479.20	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.2	$477k		10k	47.03	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.2	$458k	NEW	9.2k	49.81	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$456k		1.5k	294.16	View chart
S&p Global Stock (SPGI)	0.2	$450k		1.1k	425.34	View chart
Direxion Daily Technology Bull 3x Etf Etf (TECL)	0.2	$448k		5.2k	86.55	View chart
Blackstone Stock (BX)	0.2	$435k		3.8k	114.99	View chart
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT)	0.2	$422k	-2%	9.1k	46.16	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.2	$414k		5.2k	80.05	View chart
Visa Inc Com Cl A Stock (V)	0.2	$409k		1.4k	302.28	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.2	$401k	-3%	5.1k	79.27	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$379k		1.5k	248.00	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.2	$372k		1.7k	218.75	View chart
Arista Networks Stock (ANET)	0.2	$363k		3.0k	122.78	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$349k		6.9k	50.95	View chart
Coupang Inc Cl A Stock (CPNG)	0.2	$340k	-10%	18k	18.88	View chart
3M Stock (MMM)	0.2	$331k		2.3k	145.23	View chart
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR)	0.2	$330k		8.3k	39.76	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.2	$327k		5.2k	62.56	View chart
Mcdonalds Corp Stock (MCD)	0.2	$308k		992.00	310.79	View chart
Moodys Corp Stock (MCO)	0.2	$306k		702.00	436.25	View chart
Exelon Corp Stock (EXC)	0.2	$304k		6.2k	49.02	View chart
Emerson Elec Stock (EMR)	0.2	$302k		2.3k	131.02	View chart
Ft Vest Us Equity Buffer Etf - March Etf (FMAR)	0.1	$285k		5.9k	48.49	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.1	$280k		2.6k	106.01	View chart
Walmart Stock (WMT)	0.1	$275k	-2%	2.2k	124.28	View chart
American Express Stock (AXP)	0.1	$273k	+19%	904.00	302.48	View chart
Advanced Micro Devices Stock (AMD)	0.1	$267k		1.3k	203.43	View chart
Verizon Communications Stock (VZ)	0.1	$267k		5.3k	50.20	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$260k		5.2k	50.37	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$253k		371.00	682.24	View chart
First Trust Small Cap Growth Alphadex Fund Etf (FYC)	0.1	$251k		2.6k	96.98	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$246k		857.00	287.18	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$238k		829.00	287.00	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$238k	+18%	4.8k	49.37	View chart
Wec Energy Group Stock (WEC)	0.1	$236k		2.0k	115.77	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$236k	NEW	5.6k	42.22	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$235k	+11%	1.5k	161.73	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$235k		359.00	653.21	View chart
Proshares Ultra Semiconductors Etf (USD)	0.1	$227k		4.7k	47.95	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$226k	-15%	2.2k	100.62	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$215k	+3%	4.4k	48.75	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$205k	NEW	624.00	328.66	View chart
Kkr Income Opportunities Cef (KIO)	0.1	$142k	NEW	13k	11.00	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 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
Plotkin Financial Advisors 2022 Q1 filed Nov. 15, 2024

View all past filings

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