Plotkin Financial Advisors

Plotkin Financial Advisors as of Dec. 31, 2021

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 85 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Trust Cloud Computing Etf Etf (SKYY) 9.2 $15M 140k 104.31
Proshares Ultra S&p 500 Etf (SSO) 8.1 $13M 88k 146.37
First Trust Capital Strength Etf Etf (FTCS) 5.0 $7.9M 94k 84.55
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 4.7 $7.4M 59k 125.61
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 4.4 $7.0M 132k 52.79
Proshares Ultra Technology Etf (ROM) 4.2 $6.7M 53k 127.34
Vanguard Dividend Appreciation Etf Etf (VIG) 4.0 $6.3M 37k 171.75
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 3.7 $5.9M 32k 181.82
Vaneck Semiconductor Etf Etf (SMH) 3.7 $5.8M 19k 308.79
Invesco Qqq Trust Series I Etf (QQQ) 3.6 $5.7M 14k 397.85
Apple Stock (AAPL) 3.5 $5.5M 31k 177.57
First Trust Dow Jones Internet Index Fund Etf (FDN) 3.5 $5.5M 24k 226.13
First Trust Small Cap Growth Alphadex Fund Etf (FYC) 3.4 $5.4M 73k 74.56
Proshares Ultra Dow30 Etf (DDM) 2.8 $4.5M 56k 80.00
Proshares Ultra Financials Etf (UYG) 2.4 $3.8M 56k 67.69
Proshares Ultrapro Qqq Etf (TQQQ) 2.4 $3.8M 23k 166.33
Proshares Ultra Russell2000 Etf (UWM) 1.9 $3.0M 54k 55.52
Vanguard Total Stock Market Etf Etf (VTI) 1.9 $3.0M 13k 241.44
Ishares Expanded Tech-software Sector Etf Etf (IGV) 1.8 $2.9M 7.2k 397.65
First Trust Financials Alphadex Fund Etf (FXO) 1.4 $2.2M 49k 46.28
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 1.3 $2.1M 54k 38.98
First Trust Technology Alphadex Fund Etf (FXL) 1.3 $2.0M 15k 132.02
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) 1.2 $1.9M 33k 58.95
Amazon Stock (AMZN) 1.2 $1.9M 569.00 3334.34
Proshares Ultra Qqq Etf (QLD) 0.9 $1.4M 15k 89.02
Pimco Corporate & Income Oppor Cef (PTY) 0.8 $1.3M 79k 16.54
Spdr S&p 500 Etf Trust Etf (SPY) 0.7 $1.2M 2.4k 474.96
New York City Reit Inc Com Cl A Reit 0.7 $1.1M 103k 10.61
Vanguard S&p 500 Etf Etf (VOO) 0.7 $1.1M 2.5k 436.57
Ishares Russell 2000 Etf Etf (IWM) 0.6 $903k 4.1k 222.45
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.5 $866k 11k 76.11
Ishares U.s. Medical Devices Etf Etf (IHI) 0.5 $852k 13k 65.85
Ark Fintech Innovation Etf Etf (ARKF) 0.5 $827k 20k 40.85
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.5 $822k 4.7k 175.16
The Necessity Retail Reit Inc Com Class A Reit 0.5 $803k 88k 9.13
Proshares Ultra Health Care Etf (RXL) 0.5 $772k 6.9k 111.93
Blackstone Stock (BX) 0.5 $757k 5.9k 129.39
Proshares Ultrapro S&p500 Etf (UPRO) 0.5 $724k 4.7k 152.56
Global Net Lease Reit (GNL) 0.4 $639k 42k 15.28
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.4 $637k 12k 55.09
First Trust Value Line Dividend Index Fund Etf (FVD) 0.4 $630k 15k 43.04
First Trust Senior Loan Fund Etf (FTSL) 0.4 $611k 13k 47.92
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.4 $593k 6.4k 92.76
Coupang Inc Cl A Stock (CPNG) 0.4 $588k 20k 29.38
Procter And Gamble Stock (PG) 0.4 $584k 3.6k 163.58
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.4 $570k 7.2k 79.02
Home Depot Stock (HD) 0.4 $558k 1.3k 414.88
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ) 0.3 $513k 15k 33.57
Johnson & Johnson Stock (JNJ) 0.3 $513k 3.0k 171.07
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.3 $508k 9.8k 51.79
Nextera Energy Stock (NEE) 0.3 $486k 5.2k 93.36
Nvidia Corporation Stock (NVDA) 0.3 $470k 1.6k 294.11
Oracle Corp Stock (ORCL) 0.3 $467k 5.4k 87.21
Microsoft Corp Stock (MSFT) 0.3 $427k 1.3k 336.32
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.3 $425k 5.2k 81.26
S&p Global Stock (SPGI) 0.3 $425k 900.00 471.93
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $414k 143.00 2893.59
Ishares Tips Bond Etf Etf (TIP) 0.2 $378k 2.9k 129.20
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.2 $356k 123.00 2897.04
Eli Lilly & Co Stock (LLY) 0.2 $349k 1.3k 276.22
Plymouth Indl Reit Reit (PLYM) 0.2 $334k 10k 32.00
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.2 $333k 6.6k 50.48
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.2 $318k 5.6k 57.22
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.2 $318k 5.0k 63.19
Proshares Ultra Semiconductors Etf (USD) 0.2 $301k 5.7k 52.82
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $295k 2.6k 113.82
Disney Walt Stock (DIS) 0.2 $284k 1.8k 154.93
Financial Select Sector Spdr Fund Etf (XLF) 0.2 $281k 7.2k 39.05
Adobe Stock (ADBE) 0.2 $272k 480.00 567.06
Tesla Stock (TSLA) 0.2 $264k 250.00 1056.78
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.2 $261k 719.00 363.32
Meta Platforms Inc Cl A Stock (META) 0.2 $244k 724.00 336.35
Mcdonalds Corp Stock (MCD) 0.2 $239k 892.00 268.07
First Trust Tactical High Yield Etf Etf (HYLS) 0.2 $238k 5.0k 47.85
Abbott Labs Stock (ABT) 0.1 $237k 1.7k 140.74
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.1 $234k 3.2k 73.73
Nike Inc Cl B Stock (NKE) 0.1 $233k 1.4k 166.67
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.1 $227k 6.8k 33.19
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $225k 2.6k 85.26
Norfolk Southn Corp Stock (NSC) 0.1 $211k 710.00 297.71
Emerson Elec Stock (EMR) 0.1 $211k 2.3k 92.97
Vanguard Mid-cap Etf Etf (VO) 0.1 $208k 818.00 254.77
Pacer Data & Infrastructure Real Estate Etf Etf (SRVR) 0.1 $208k 4.8k 43.28
Brightspire Capital Inc Com Cl A Reit (BRSP) 0.1 $173k 17k 10.26
Fs Global Credit Opportunities Fund Cef (FSCO) 0.1 $115k 15k 7.72