Plotkin Financial Advisors

Plotkin Financial Advisors as of June 30, 2022

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 68 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Proshares Ultra S&p 500 Etf (SSO) 8.1 $8.5M 190k 44.90
First Trust Cloud Computing Etf Etf (SKYY) 7.9 $8.4M 127k 65.90
First Trust Rising Dividend Achievers Etf Etf (RDVY) 7.3 $7.7M 188k 40.92
First Trust Capital Strength Etf Etf (FTCS) 5.7 $5.9M 85k 69.93
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 5.2 $5.5M 136k 40.24
Vanguard Dividend Appreciation Etf Etf (VIG) 5.0 $5.2M 36k 143.47
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 4.7 $4.9M 54k 91.54
Apple Stock (AAPL) 4.3 $4.5M 33k 136.72
Vaneck Semiconductor Etf Etf (SMH) 4.3 $4.5M 22k 203.73
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 3.6 $3.8M 28k 136.37
Invesco Qqq Trust Series I Etf (QQQ) 3.2 $3.4M 12k 280.29
Proshares Ultra Technology Etf (ROM) 3.2 $3.3M 116k 28.59
Proshares Ultra Dow30 Etf (DDM) 2.9 $3.0M 53k 56.61
Vanguard Total Stock Market Etf Etf (VTI) 2.7 $2.8M 15k 188.62
First Trust Dow Jones Internet Index Fund Etf (FDN) 2.6 $2.7M 22k 127.03
Proshares Ultra Financials Etf (UYG) 2.2 $2.3M 54k 43.15
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 1.8 $1.9M 29k 63.73
First Trust Financials Alphadex Fund Etf (FXO) 1.7 $1.8M 47k 38.85
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 1.7 $1.7M 51k 34.01
Ishares Expanded Tech-software Sector Etf Etf (IGV) 1.4 $1.4M 5.3k 269.61
Amazon Stock (AMZN) 1.2 $1.3M 12k 106.21
First Trust Technology Alphadex Fund Etf (FXL) 1.1 $1.1M 12k 94.11
Spdr S&p 500 Etf Trust Etf (SPY) 0.9 $988k 2.6k 377.25
Pimco Corporate & Income Oppor Cef (PTY) 0.9 $933k 75k 12.51
Vanguard S&p 500 Etf Etf (VOO) 0.8 $852k 2.5k 346.88
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.8 $824k 15k 55.45
Proshares Ultra Health Care Etf (RXL) 0.8 $797k 9.1k 87.25
Proshares Ultra Qqq Etf (QLD) 0.7 $700k 17k 41.41
Ishares U.s. Medical Devices Etf Etf (IHI) 0.6 $674k 13k 50.44
Ishares Russell 2000 Etf Etf (IWM) 0.6 $593k 3.5k 169.36
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.5 $575k 17k 33.55
Johnson & Johnson Stock (JNJ) 0.5 $568k 3.2k 177.51
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.5 $547k 13k 42.00
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.5 $542k 4.7k 114.41
First Trust Value Line Dividend Index Fund Etf (FVD) 0.5 $528k 14k 38.81
First Trust Senior Loan Fund Etf (FTSL) 0.5 $525k 12k 44.10
Procter And Gamble Stock (PG) 0.5 $513k 3.6k 143.79
Blackstone Stock (BX) 0.4 $443k 4.9k 91.23
Eli Lilly & Co Stock (LLY) 0.4 $410k 1.3k 324.23
Nextera Energy Stock (NEE) 0.4 $403k 5.2k 77.46
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.4 $392k 5.1k 76.26
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.4 $388k 10k 37.14
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.4 $375k 6.4k 58.61
Oracle Corp Stock (ORCL) 0.4 $374k 5.4k 69.87
Home Depot Stock (HD) 0.4 $370k 1.3k 274.18
Microsoft Corp Stock (MSFT) 0.3 $350k 1.4k 256.83
Schwab U.s. Large-cap Etf Etf (SCHX) 0.3 $334k 7.5k 44.66
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.3 $326k 4.1k 80.02
Phillips Edison & Co Reit (PECO) 0.3 $326k 9.8k 33.41
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.3 $325k 6.5k 50.09
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $313k 143.00 2187.45
Nvidia Corporation Stock (NVDA) 0.3 $309k 2.0k 151.59
S&p Global Stock (SPGI) 0.3 $303k 900.00 337.06
First Trust Materials Alphadex Fund Etf (FXZ) 0.3 $294k 5.2k 56.52
Ft Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV) 0.3 $286k 8.8k 32.38
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.3 $279k 128.00 2179.26
Proshares Ultrapro S&p500 Etf (UPRO) 0.3 $275k 7.9k 34.87
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.3 $273k 5.6k 49.11
Coupang Inc Cl A Stock (CPNG) 0.2 $255k 20k 12.75
Adobe Stock (ADBE) 0.2 $247k 675.00 366.06
Pacer Data & Infrastructure Real Estate Etf Etf (SRVR) 0.2 $234k 6.8k 34.44
Mcdonalds Corp Stock (MCD) 0.2 $220k 892.00 246.88
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.2 $214k 3.2k 67.46
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.2 $206k 6.8k 30.14
Wec Energy Group Stock (WEC) 0.2 $206k 2.0k 100.64
Franklin Bsp Rlty Tr Reit (FBRT) 0.2 $204k 15k 13.48
Plymouth Indl Reit Reit (PLYM) 0.2 $182k 10k 17.54
Blackrock Corpor Hi Yld Cef (HYT) 0.1 $124k 13k 9.53