Plotkin Financial Advisors

Plotkin Financial Advisors as of Sept. 30, 2021

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 92 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Trust Cloud Computing Etf Etf (SKYY) 10.4 $18M 166k 105.36
Proshares Ultra S&p 500 Etf (SSO) 6.2 $10M 87k 119.82
Invesco Qqq Trust Series I Etf (QQQ) 5.2 $8.8M 25k 357.96
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 4.6 $7.7M 159k 48.72
First Trust Capital Strength Etf Etf (FTCS) 4.3 $7.2M 96k 74.82
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 4.3 $7.2M 61k 118.28
First Trust Dow Jones Internet Index Fund Etf (FDN) 4.2 $7.1M 30k 235.91
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 3.4 $5.7M 33k 175.60
First Trust Small Cap Growth Alphadex Fund Etf (FYC) 3.4 $5.7M 79k 71.59
Vaneck Semiconductor Etf Etf (SMH) 3.3 $5.6M 22k 256.27
Vanguard Dividend Appreciation Etf Etf (VIG) 3.1 $5.3M 34k 153.60
Proshares Ultra Technology Etf (ROM) 2.8 $4.8M 48k 99.38
Proshares Ultra Russell2000 Etf (UWM) 2.8 $4.7M 86k 54.05
Apple Stock (AAPL) 2.7 $4.6M 33k 141.50
Proshares Ultra Dow30 Etf (DDM) 2.3 $3.9M 57k 69.43
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) 2.3 $3.9M 64k 60.90
Proshares Ultra Financials Etf (UYG) 2.2 $3.7M 58k 63.37
Ishares Expanded Tech-software Sector Etf Etf (IGV) 1.7 $2.9M 7.3k 399.14
Vanguard Total Stock Market Etf Etf (VTI) 1.5 $2.6M 12k 222.06
First Trust Financials Alphadex Fund Etf (FXO) 1.5 $2.5M 56k 44.25
Ishares Russell 2000 Etf Etf (IWM) 1.3 $2.2M 9.9k 218.75
Proshares Ultrapro Qqq Etf (TQQQ) 1.2 $2.1M 17k 124.57
First Trust Technology Alphadex Fund Etf (FXL) 1.2 $2.0M 16k 122.87
Pimco Corporate & Income Oppor Cef (PTY) 1.0 $1.7M 95k 18.29
Ark Fintech Innovation Etf Etf (ARKF) 1.0 $1.7M 35k 49.36
Ishares Tips Bond Etf Etf (TIP) 0.9 $1.6M 12k 127.69
First Trust Senior Loan Fund Etf (FTSL) 0.9 $1.6M 33k 47.85
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.9 $1.5M 9.4k 157.80
Amazon Stock (AMZN) 0.8 $1.4M 433.00 3285.04
Spdr S&p 500 Etf Trust Etf (SPY) 0.8 $1.4M 3.2k 429.14
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ) 0.8 $1.4M 41k 33.05
The Necessity Retail Reit Inc Com Class A Reit 0.7 $1.1M 139k 8.04
New York City Reit Inc Com Cl A Reit 0.6 $1.0M 126k 8.07
Ft Vest U.s. Equity Buffer Fund - February Etf (FFEB) 0.6 $985k 27k 36.67
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.5 $905k 9.6k 94.41
First Trust Value Line Dividend Index Fund Etf (FVD) 0.5 $884k 23k 39.20
Blackstone Stock (BX) 0.5 $797k 6.9k 116.34
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.5 $773k 9.4k 82.41
Ishares U.s. Medical Devices Etf Etf (IHI) 0.5 $771k 12k 62.78
Global Net Lease Reit (GNL) 0.4 $750k 47k 16.02
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN) 0.4 $741k 12k 62.60
First Trust Health Care Alphadex Fund Etf (FXH) 0.4 $738k 6.2k 119.04
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.4 $663k 12k 53.67
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.4 $637k 8.7k 73.10
First Trust Tactical High Yield Etf Etf (HYLS) 0.4 $628k 13k 48.19
Microsoft Corp Stock (MSFT) 0.4 $626k 2.2k 281.92
Tesla Stock (TSLA) 0.4 $620k 800.00 775.48
Coupang Inc Cl A Stock (CPNG) 0.3 $557k 20k 27.85
Fvcbankcorp Stock (FVCB) 0.3 $553k 28k 20.00
Moderna Stock (MRNA) 0.3 $548k 1.4k 384.86
Procter And Gamble Stock (PG) 0.3 $543k 3.9k 139.80
Proshares Ultra Qqq Etf (QLD) 0.3 $526k 7.2k 72.77
Nvidia Corporation Stock (NVDA) 0.3 $523k 2.5k 207.16
Financial Select Sector Spdr Fund Etf (XLF) 0.3 $505k 14k 37.53
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 0.3 $493k 9.2k 53.55
Nextera Energy Stock (NEE) 0.3 $481k 6.1k 78.52
Johnson & Johnson Stock (JNJ) 0.3 $461k 2.9k 161.50
Proshares Ultrapro S&p500 Etf (UPRO) 0.3 $459k 4.0k 113.71
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.3 $455k 8.8k 51.83
Home Depot Stock (HD) 0.3 $446k 1.4k 328.16
Oracle Corp Stock (ORCL) 0.3 $442k 5.1k 87.13
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $421k 158.00 2665.31
S&p Global Stock (SPGI) 0.2 $382k 900.00 424.89
First Trust Rba American Industrial Renaissance Etf Etf (AIRR) 0.2 $371k 9.1k 41.01
Plymouth Indl Reit Reit (PLYM) 0.2 $364k 16k 22.75
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.2 $361k 750.00 480.88
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.2 $356k 133.00 2673.52
Danaher Corporation Stock (DHR) 0.2 $355k 1.2k 304.44
Ark Next Generation Internet Etf Etf (ARKW) 0.2 $347k 2.5k 138.87
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.2 $337k 7.1k 47.47
Ishares Russell Midcap Etf Etf (IWR) 0.2 $307k 3.9k 78.22
Disney Walt Stock (DIS) 0.2 $305k 1.8k 169.21
Eli Lilly & Co Stock (LLY) 0.2 $292k 1.3k 231.05
Mcdonalds Corp Stock (MCD) 0.2 $277k 1.1k 241.11
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $273k 1.0k 272.94
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $270k 2.6k 104.03
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $252k 4.2k 59.61
Ishares Biotechnology Etf Etf (IBB) 0.1 $246k 1.5k 161.69
Nike Inc Cl B Stock (NKE) 0.1 $243k 1.7k 145.23
Invesco Wilderhill Clean Energy Etf Etf (PBW) 0.1 $236k 3.1k 77.24
Visa Inc Com Cl A Stock (V) 0.1 $232k 1.0k 222.79
Ark Innovation Etf Etf (ARKK) 0.1 $230k 2.1k 110.53
Meta Platforms Inc Cl A Stock (META) 0.1 $229k 674.00 339.39
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.1 $224k 7.0k 31.77
First Trust Preferred Securities & Income Etf Etf (FPE) 0.1 $220k 11k 20.54
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.1 $215k 3.2k 67.75
Emerson Elec Stock (EMR) 0.1 $214k 2.3k 94.20
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $209k 2.6k 79.19
Ft Vest U.s. Equity Buffer Etf - April Etf (FAPR) 0.1 $200k 6.5k 30.86
Fs Global Credit Opportunities Fund Cef (FSCO) 0.1 $195k 25k 7.67
Brightspire Capital Inc Com Cl A Reit (BRSP) 0.1 $191k 20k 9.39
Palatin Technologies Stock 0.0 $10k 23k 0.44