Plotkin Financial Advisors

Plotkin Financial Advisors as of Dec. 31, 2019

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 66 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Trust Cloud Computing Etf Etf (SKYY) 9.6 $10M 171k 60.37
First Trust Dow Jones Internet Index Fund Etf (FDN) 8.0 $8.6M 62k 139.12
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 6.9 $7.4M 96k 77.26
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 5.7 $6.1M 49k 125.56
Invesco Qqq Trust Series I Etf (QQQ) 5.5 $5.9M 28k 212.61
Vanguard Dividend Appreciation Etf Etf (VIG) 4.4 $4.7M 38k 124.66
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 4.3 $4.6M 46k 100.10
First Trust Value Line Dividend Index Fund Etf (FVD) 4.1 $4.4M 123k 36.03
First Trust Capital Strength Etf Etf (FTCS) 4.0 $4.3M 72k 60.36
First Trust Financials Alphadex Fund Etf (FXO) 3.6 $3.9M 115k 33.51
First Trust Technology Alphadex Fund Etf (FXL) 3.1 $3.4M 46k 72.57
Blackstone Stock (BX) 2.9 $3.2M 57k 55.94
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW) 2.8 $3.0M 41k 73.80
Apple Stock (AAPL) 2.2 $2.4M 8.1k 293.65
Ubs Etracs M Py 2xlvg Wf Mlp Ex-engy Etn Etf 2.1 $2.2M 126k 17.80
The Necessity Retail Reit Inc Com Class A Reit 2.0 $2.2M 165k 13.26
Vanguard Total Stock Market Etf Etf (VTI) 1.9 $2.1M 13k 163.62
First Trust Enhanced Short Maturity Etf Etf (FTSM) 1.8 $2.0M 33k 60.09
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 1.5 $1.6M 18k 91.33
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 1.5 $1.6M 9.6k 165.68
First Trust Senior Loan Fund Etf (FTSL) 1.4 $1.6M 32k 47.92
Ishares Expanded Tech-software Sector Etf Etf (IGV) 1.3 $1.4M 6.0k 233.04
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 1.1 $1.2M 12k 101.59
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 1.1 $1.2M 39k 30.03
Spdr S&p 500 Etf Trust Etf (SPY) 1.0 $1.1M 3.5k 321.86
Vaneck Semiconductor Etf Etf (SMH) 1.0 $1.1M 7.9k 141.41
Global Net Lease Reit (GNL) 1.0 $1.0M 51k 20.28
Amazon Stock (AMZN) 0.8 $913k 494.00 1847.84
Ishares Floating Rate Bond Etf Etf (FLOT) 0.8 $824k 16k 50.92
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.7 $713k 21k 34.38
First Trust Multi Cap Value Alphadex Fund Etf (FAB) 0.6 $682k 12k 58.06
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.6 $662k 2.8k 238.12
First Trust Small Cap Growth Alphadex Fund Etf (FYC) 0.6 $646k 14k 46.67
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT) 0.6 $641k 4.3k 148.72
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.6 $595k 5.1k 115.73
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.5 $545k 7.2k 75.59
Pimco Corporate & Income Oppor Cef (PTY) 0.5 $542k 29k 19.00
Procter And Gamble Stock (PG) 0.5 $484k 3.9k 124.90
Johnson & Johnson Stock (JNJ) 0.4 $415k 2.8k 145.87
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.4 $394k 6.5k 60.22
Nextera Energy Stock (NEE) 0.3 $371k 1.5k 242.16
First Trust Tactical High Yield Etf Etf (HYLS) 0.3 $369k 7.6k 48.79
First Trust Preferred Securities & Income Etf Etf (FPE) 0.3 $366k 18k 20.07
Ishares Russell 2000 Growth Etf Etf (IWO) 0.3 $352k 1.6k 214.22
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) 0.3 $352k 9.8k 36.08
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.3 $344k 4.2k 81.03
Portfolioplus S&p 500 Etf Etf 0.3 $339k 7.6k 44.55
Proshares Ultra S&p 500 Etf (SSO) 0.3 $330k 2.2k 150.84
Home Depot Stock (HD) 0.3 $311k 1.4k 218.38
First Trust Large Cap Core Alphadex Fund Etf (FEX) 0.3 $307k 4.7k 65.23
Inventrust Properties Corp Reit (IVT) 0.3 $300k 96k 3.14
Oracle Corp Stock (ORCL) 0.3 $286k 5.4k 52.98
Ishares Core S&p 500 Etf Etf (IVV) 0.3 $277k 858.00 323.24
Brightspire Capital Inc Com Cl A Reit (BRSP) 0.3 $275k 21k 13.16
3M Stock (MMM) 0.2 $265k 1.5k 176.42
Jpmorgan Chase & Co Stock (JPM) 0.2 $254k 1.8k 139.36
First Trust Mid Cap Core Alphadex Fund Etf (FNX) 0.2 $248k 3.4k 72.50
S&p Global Stock (SPGI) 0.2 $246k 900.00 273.05
Microsoft Corp Stock (MSFT) 0.2 $240k 1.5k 157.70
First Trust Dorsey Wright Momentum & Low Volatility Etf Etf (DVOL) 0.2 $234k 11k 22.26
Exxon Mobil Corp Stock (XOM) 0.2 $210k 3.0k 69.78
Mcdonalds Corp Stock (MCD) 0.2 $209k 1.1k 197.61
Disney Walt Stock (DIS) 0.2 $205k 1.4k 144.63
First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.2 $204k 6.5k 31.56
Fs Kkr Cap Corp Cef (FSK) 0.1 $86k 14k 6.13
Palatin Technologies Stock 0.0 $18k 23k 0.78