Plotkin Financial Advisors

Plotkin Financial Advisors as of Sept. 30, 2022

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 67 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Trust Rising Dividend Achievers Etf Etf (RDVY) 7.7 $7.6M 195k 38.88
First Trust Cloud Computing Etf Etf (SKYY) 7.7 $7.6M 126k 60.41
Proshares Ultra S&p 500 Etf (SSO) 7.6 $7.5M 190k 39.72
First Trust Capital Strength Etf Etf (FTCS) 5.5 $5.5M 83k 66.42
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 5.3 $5.2M 136k 38.51
Vanguard Dividend Appreciation Etf Etf (VIG) 5.1 $5.0M 37k 135.16
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 4.8 $4.7M 53k 89.60
Apple Stock (AAPL) 4.6 $4.6M 33k 138.20
Vaneck Semiconductor Etf Etf (SMH) 4.1 $4.1M 22k 185.12
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 3.6 $3.6M 27k 131.18
Invesco Qqq Trust Series I Etf (QQQ) 3.2 $3.2M 12k 267.27
Vanguard Total Stock Market Etf Etf (VTI) 2.8 $2.7M 15k 179.47
Proshares Ultra Technology Etf (ROM) 2.8 $2.7M 116k 23.68
First Trust Dow Jones Internet Index Fund Etf (FDN) 2.7 $2.6M 21k 126.22
Proshares Ultra Dow30 Etf (DDM) 2.6 $2.5M 52k 48.82
Proshares Ultra Financials Etf (UYG) 2.1 $2.1M 54k 37.98
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 2.0 $2.0M 33k 59.99
First Trust Financials Alphadex Fund Etf (FXO) 1.8 $1.7M 47k 36.81
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 1.7 $1.7M 51k 32.95
Ishares Expanded Tech-software Sector Etf Etf (IGV) 1.3 $1.3M 5.3k 250.13
Spdr S&p 500 Etf Trust Etf (SPY) 1.3 $1.2M 3.5k 357.18
Jpmorgan Equity Premium Income Etf Etf (JEPI) 1.1 $1.1M 22k 51.23
First Trust Technology Alphadex Fund Etf (FXL) 1.1 $1.0M 12k 86.70
Pimco Corporate & Income Oppor Cef (PTY) 0.9 $917k 78k 11.75
Vanguard S&p 500 Etf Etf (VOO) 0.8 $801k 2.4k 328.30
Amazon Stock (AMZN) 0.8 $792k 7.0k 113.00
Proshares Ultra Health Care Etf (RXL) 0.7 $737k 9.6k 77.16
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.7 $675k 21k 32.01
Proshares Ultra Qqq Etf (QLD) 0.6 $631k 17k 36.66
Ishares U.s. Medical Devices Etf Etf (IHI) 0.6 $631k 13k 47.18
Ishares Russell 2000 Etf Etf (IWM) 0.6 $577k 3.5k 164.92
First Trust Senior Loan Fund Etf (FTSL) 0.6 $549k 13k 44.07
Johnson & Johnson Stock (JNJ) 0.5 $522k 3.2k 163.36
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.5 $502k 13k 39.74
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.5 $497k 4.7k 104.86
First Trust Value Line Dividend Index Fund Etf (FVD) 0.5 $482k 14k 35.79
Schwab U.s. Large-cap Etf Etf (SCHX) 0.5 $464k 11k 42.35
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.5 $450k 6.1k 74.28
Microsoft Corp Stock (MSFT) 0.4 $434k 1.9k 232.90
Procter And Gamble Stock (PG) 0.4 $425k 3.4k 126.25
Home Depot Stock (HD) 0.4 $413k 1.5k 275.86
Nextera Energy Stock (NEE) 0.4 $408k 5.2k 78.41
Blackstone Stock (BX) 0.4 $406k 4.9k 83.70
Ft Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV) 0.4 $373k 12k 32.50
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.4 $367k 6.4k 57.39
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.4 $358k 4.7k 75.68
Oracle Corp Stock (ORCL) 0.4 $358k 5.9k 61.07
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.4 $351k 10k 33.66
Coupang Inc Cl A Stock (CPNG) 0.3 $333k 20k 16.67
Proshares Ultrapro S&p500 Etf (UPRO) 0.3 $320k 11k 28.41
Eli Lilly & Co Stock (LLY) 0.3 $309k 954.00 323.35
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.3 $301k 6.0k 50.16
Cel-sci Corp Com Par Stock (CVM) 0.3 $284k 92k 3.09
S&p Global Stock (SPGI) 0.3 $275k 900.00 305.35
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $271k 2.8k 96.15
First Trust Materials Alphadex Fund Etf (FXZ) 0.3 $270k 5.2k 51.87
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.3 $265k 2.8k 95.65
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.2 $237k 5.2k 45.60
Mcdonalds Corp Stock (MCD) 0.2 $229k 992.00 230.74
Phillips Edison & Co Reit (PECO) 0.2 $223k 8.0k 28.05
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.2 $204k 3.2k 64.43
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.2 $202k 2.5k 79.96
Plymouth Indl Reit Reit (PLYM) 0.2 $174k 10k 16.81
Franklin Bsp Rlty Tr Reit (FBRT) 0.2 $154k 14k 10.77
Kkr Income Opportunities Cef (KIO) 0.1 $142k 12k 11.44
Blackrock Corpor Hi Yld Cef (HYT) 0.1 $111k 13k 8.55
Blackrock Corpor Hi Yld Fd Inc Rt Cef 0.0 $25.968000 13k 0.00