Plotkin Financial Advisors

Plotkin Financial Advisors as of March 31, 2021

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 83 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Trust Cloud Computing Etf Etf (SKYY) 10.0 $16M 171k 95.76
Ark Innovation Etf Etf (ARKK) 5.3 $8.6M 72k 119.95
First Trust Dow Jones Internet Index Fund Etf (FDN) 5.1 $8.4M 39k 218.08
Invesco Qqq Trust Series I Etf (QQQ) 4.8 $7.9M 25k 319.13
Ishares Expanded Tech-software Sector Etf Etf (IGV) 4.2 $6.9M 20k 341.42
First Trust Small Cap Growth Alphadex Fund Etf (FYC) 4.1 $6.7M 96k 69.67
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 4.1 $6.7M 62k 108.31
First Trust Capital Strength Etf Etf (FTCS) 3.8 $6.2M 87k 70.82
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 3.7 $6.1M 146k 41.82
Ark Fintech Innovation Etf Etf (ARKF) 3.7 $6.0M 117k 51.10
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 3.5 $5.7M 36k 160.86
Vaneck Semiconductor Etf Etf (SMH) 2.9 $4.7M 20k 243.55
Vanguard Dividend Appreciation Etf Etf (VIG) 2.6 $4.3M 29k 147.08
Apple Stock (AAPL) 2.6 $4.3M 35k 122.15
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ) 2.4 $4.0M 125k 31.84
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN) 2.3 $3.8M 55k 68.60
Ark Next Generation Internet Etf Etf (ARKW) 2.2 $3.7M 25k 147.44
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) 2.1 $3.4M 50k 67.71
Proshares Ultra S&p 500 Etf (SSO) 1.9 $3.0M 30k 102.31
Proshares Ultra Qqq Etf (QLD) 1.8 $2.9M 25k 117.19
Proshares Ultra Russell2000 Etf (UWM) 1.7 $2.9M 26k 111.79
Proshares Ultrapro Qqq Etf (TQQQ) 1.6 $2.6M 28k 91.26
Pimco Corporate & Income Oppor Cef (PTY) 1.5 $2.4M 134k 18.27
First Trust Technology Alphadex Fund Etf (FXL) 1.4 $2.3M 20k 113.63
Ark Genomic Revolution Etf Etf (ARKG) 1.4 $2.3M 26k 88.73
Vanguard Total Stock Market Etf Etf (VTI) 1.2 $2.0M 9.4k 206.69
First Trust Financials Alphadex Fund Etf (FXO) 1.1 $1.8M 44k 41.60
Amazon Stock (AMZN) 1.1 $1.7M 564.00 3094.08
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 1.0 $1.7M 18k 93.03
Ark Autonomous Technology & Robotics Etf Etf (ARKQ) 0.9 $1.6M 19k 83.94
The Necessity Retail Reit Inc Com Class A Reit 0.8 $1.4M 139k 9.82
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.8 $1.2M 8.6k 144.20
Ft Vest U.s. Equity Buffer Fund - February Etf (FFEB) 0.6 $974k 28k 34.47
Spdr S&p 500 Etf Trust Etf (SPY) 0.6 $960k 2.4k 396.33
Global Net Lease Reit (GNL) 0.6 $936k 52k 18.06
First Trust Tactical High Yield Etf Etf (HYLS) 0.5 $889k 18k 48.65
New York City Reit Inc Com Cl A Reit 0.5 $837k 97k 8.60
Tesla Stock (TSLA) 0.5 $835k 1.3k 667.93
First Trust Senior Loan Fund Etf (FTSL) 0.5 $788k 16k 47.89
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.4 $662k 13k 52.10
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.4 $642k 9.2k 69.53
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.4 $604k 7.3k 82.50
Ishares Tips Bond Etf Etf (TIP) 0.3 $544k 4.3k 125.50
Procter And Gamble Stock (PG) 0.3 $531k 3.9k 135.43
Microsoft Corp Stock (MSFT) 0.3 $514k 2.2k 235.77
Blackstone Stock (BX) 0.3 $513k 6.9k 74.53
Fvcbankcorp Stock (FVCB) 0.3 $479k 28k 17.32
Johnson & Johnson Stock (JNJ) 0.3 $467k 2.8k 164.35
Nextera Energy Stock (NEE) 0.3 $466k 6.2k 75.61
Nvidia Corporation Stock (NVDA) 0.3 $441k 825.00 533.93
Plymouth Indl Reit Reit (PLYM) 0.2 $397k 24k 16.85
Home Depot Stock (HD) 0.2 $347k 1.1k 305.25
Ishares Russell 2000 Etf Etf (IWM) 0.2 $342k 1.5k 220.94
Oracle Corp Stock (ORCL) 0.2 $334k 4.8k 70.17
Invesco Wilderhill Clean Energy Etf Etf (PBW) 0.2 $325k 3.3k 98.39
S&p Global Stock (SPGI) 0.2 $318k 900.00 352.87
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $308k 149.00 2068.63
Proshares Ultrapro S&p500 Etf (UPRO) 0.2 $286k 3.2k 90.34
Proshares Ultrapro Russell2000 Etf (URTY) 0.2 $285k 2.7k 106.57
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.2 $282k 2.8k 101.91
Ishares Biotechnology Etf Etf (IBB) 0.2 $263k 1.7k 150.56
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $249k 2.6k 96.03
Eli Lilly & Co Stock (LLY) 0.1 $236k 1.3k 186.82
Mcdonalds Corp Stock (MCD) 0.1 $235k 1.0k 224.14
Danaher Corporation Stock (DHR) 0.1 $234k 1.0k 225.08
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.1 $230k 3.3k 69.68
Proshares Ultra Financials Etf (UYG) 0.1 $228k 4.3k 52.77
Nike Inc Cl B Stock (NKE) 0.1 $226k 1.7k 132.89
Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $225k 4.4k 50.78
Spdr S&p Biotech Etf Etf (XBI) 0.1 $224k 1.7k 135.65
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $223k 108.00 2062.52
3M Stock (MMM) 0.1 $216k 1.1k 192.68
Ishares Russell Midcap Etf Etf (IWR) 0.1 $216k 2.9k 73.93
First Trust Preferred Securities & Income Etf Etf (FPE) 0.1 $216k 11k 20.15
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $210k 440.00 476.05
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $207k 2.6k 78.37
Emerson Elec Stock (EMR) 0.1 $204k 2.3k 90.22
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $204k 800.00 255.47
Disney Walt Stock (DIS) 0.1 $203k 1.1k 184.60
Fs Global Credit Opportunities Fund Cef (FSCO) 0.1 $202k 27k 7.47
Inventrust Properties Corp Reit (IVT) 0.1 $199k 69k 2.89
Brightspire Capital Inc Com Cl A Reit (BRSP) 0.1 $173k 20k 8.52
Palatin Technologies Stock 0.0 $16k 23k 0.69