Plotkin Financial Advisors

Plotkin Financial Advisors as of Dec. 31, 2022

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 68 positions in its portfolio as reported in the December 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) 8.3 $8.1M 185k 43.92
Proshares Ultra S&p 500 Etf (SSO) 8.2 $8.1M 182k 44.45
First Trust Capital Strength Etf Etf (FTCS) 6.2 $6.1M 81k 74.95
Vanguard Dividend Appreciation Etf Etf (VIG) 5.7 $5.7M 37k 151.85
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 5.2 $5.2M 134k 38.71
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 4.9 $4.8M 51k 94.82
Apple Stock (AAPL) 4.3 $4.2M 32k 129.93
Vaneck Semiconductor Etf Etf (SMH) 4.1 $4.0M 20k 202.94
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 4.1 $4.0M 27k 145.93
Invesco Qqq Trust Series I Etf (QQQ) 3.2 $3.1M 12k 266.29
Proshares Ultra Dow30 Etf (DDM) 3.1 $3.1M 48k 63.88
Vanguard Total Stock Market Etf Etf (VTI) 2.8 $2.7M 14k 191.19
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 2.7 $2.7M 74k 35.86
Proshares Ultra Technology Etf (ROM) 2.6 $2.5M 109k 23.01
Proshares Ultra Financials Etf (UYG) 2.4 $2.4M 53k 45.61
First Trust Dow Jones Internet Index Fund Etf (FDN) 2.3 $2.3M 19k 123.15
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 2.2 $2.2M 34k 64.91
First Trust Financials Alphadex Fund Etf (FXO) 1.9 $1.9M 46k 40.96
First Trust Cloud Computing Etf Etf (SKYY) 1.9 $1.9M 32k 57.61
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 1.8 $1.8M 50k 35.52
Jpmorgan Equity Premium Income Etf Etf (JEPI) 1.6 $1.6M 29k 54.49
Spdr S&p 500 Etf Trust Etf (SPY) 1.2 $1.2M 3.0k 382.43
First Trust Technology Alphadex Fund Etf (FXL) 1.1 $1.1M 12k 91.55
Pimco Corporate & Income Oppor Cef (PTY) 0.9 $919k 77k 12.01
Proshares Ultra Health Care Etf (RXL) 0.9 $903k 9.5k 94.55
Vanguard S&p 500 Etf Etf (VOO) 0.8 $833k 2.4k 351.34
First Trust Value Line Dividend Index Fund Etf (FVD) 0.6 $638k 16k 39.91
Ishares Russell 2000 Etf Etf (IWM) 0.6 $610k 3.5k 174.36
Ishares U.s. Medical Devices Etf Etf (IHI) 0.6 $601k 11k 52.57
Proshares Ultra Qqq Etf (QLD) 0.6 $589k 17k 35.04
Amazon Stock (AMZN) 0.6 $589k 7.0k 84.00
Johnson & Johnson Stock (JNJ) 0.6 $565k 3.2k 176.65
First Trust Senior Loan Fund Etf (FTSL) 0.6 $544k 12k 44.59
Oracle Corp Stock (ORCL) 0.5 $521k 6.4k 81.74
Procter And Gamble Stock (PG) 0.5 $510k 3.4k 151.56
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.5 $497k 11k 44.00
Schwab U.s. Large-cap Etf Etf (SCHX) 0.5 $494k 11k 45.15
Home Depot Stock (HD) 0.5 $473k 1.5k 315.77
Microsoft Corp Stock (MSFT) 0.5 $446k 1.9k 239.82
Nextera Energy Stock (NEE) 0.4 $435k 5.2k 83.60
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.4 $397k 3.8k 105.24
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.4 $376k 6.0k 62.33
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.4 $373k 5.0k 75.19
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.4 $371k 10k 35.72
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.4 $367k 4.7k 77.51
Blackstone Stock (BX) 0.4 $360k 4.9k 74.19
Eli Lilly & Co Stock (LLY) 0.4 $349k 954.00 365.84
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.3 $338k 1.3k 255.85
S&p Global Stock (SPGI) 0.3 $301k 900.00 334.94
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.3 $301k 6.0k 50.13
Coupang Inc Cl A Stock (CPNG) 0.3 $294k 20k 14.71
Proshares Ultrapro S&p500 Etf (UPRO) 0.3 $293k 8.9k 32.77
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.3 $265k 5.2k 51.09
Mcdonalds Corp Stock (MCD) 0.3 $261k 992.00 263.53
First Trust Materials Alphadex Fund Etf (FXZ) 0.3 $260k 4.3k 60.59
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.3 $253k 8.6k 29.46
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $250k 2.8k 88.73
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.2 $245k 2.8k 88.23
Phillips Edison & Co Reit (PECO) 0.2 $243k 7.6k 31.84
Adobe Stock (ADBE) 0.2 $227k 675.00 336.53
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.2 $227k 3.2k 71.55
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.2 $226k 4.9k 46.25
Emerson Elec Stock (EMR) 0.2 $218k 2.3k 96.06
Cel-sci Corp Com Par Stock (CVM) 0.2 $216k 92k 2.35
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.2 $214k 2.4k 89.99
Norfolk Southn Corp Stock (NSC) 0.2 $204k 829.00 246.42
Plymouth Indl Reit Reit (PLYM) 0.2 $199k 10k 19.18
Franklin Bsp Rlty Tr Reit (FBRT) 0.2 $184k 14k 12.90