Plotkin Financial Advisors

Plotkin Financial Advisors as of March 31, 2023

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 73 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Proshares Ultra S&p 500 Etf (SSO) 8.2 $8.8M 176k 50.20
First Trust Rising Dividend Achievers Etf Etf (RDVY) 7.6 $8.2M 183k 44.87
First Trust Capital Strength Etf Etf (FTCS) 5.4 $5.8M 79k 72.94
Vanguard Dividend Appreciation Etf Etf (VIG) 5.3 $5.7M 37k 154.01
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 5.2 $5.6M 130k 42.75
Apple Stock (AAPL) 5.0 $5.4M 33k 164.90
Vaneck Semiconductor Etf Etf (SMH) 4.7 $5.0M 19k 263.19
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 4.5 $4.8M 49k 97.93
Proshares Ultra Technology Etf (ROM) 3.5 $3.8M 109k 34.77
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 3.4 $3.7M 27k 139.04
Invesco Qqq Trust Series I Etf (QQQ) 3.4 $3.7M 11k 320.94
Proshares Ultra Dow30 Etf (DDM) 2.9 $3.1M 48k 63.74
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 2.8 $3.0M 41k 73.83
Vanguard Total Stock Market Etf Etf (VTI) 2.5 $2.7M 13k 204.10
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 2.5 $2.7M 76k 35.47
First Trust Dow Jones Internet Index Fund Etf (FDN) 2.5 $2.7M 18k 147.85
Jpmorgan Equity Premium Income Etf Etf (JEPI) 2.2 $2.4M 44k 54.60
Proshares Ultra Financials Etf (UYG) 2.0 $2.1M 51k 42.24
First Trust Cloud Computing Etf Etf (SKYY) 1.9 $2.1M 31k 66.90
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 1.6 $1.7M 46k 37.60
First Trust Financials Alphadex Fund Etf (FXO) 1.5 $1.6M 42k 37.33
Spdr S&p 500 Etf Trust Etf (SPY) 1.2 $1.3M 3.1k 409.39
First Trust Technology Alphadex Fund Etf (FXL) 1.1 $1.2M 11k 105.19
Pimco Corporate & Income Oppor Cef (PTY) 0.9 $978k 78k 12.47
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.8 $903k 30k 29.66
Proshares Ultra Health Care Etf (RXL) 0.8 $832k 9.7k 85.47
Proshares Ultra Qqq Etf (QLD) 0.8 $824k 17k 49.57
Vanguard S&p 500 Etf Etf (VOO) 0.7 $787k 2.1k 376.07
Amazon Stock (AMZN) 0.7 $743k 7.2k 103.29
First Trust Value Line Dividend Index Fund Etf (FVD) 0.7 $714k 18k 40.16
Microsoft Corp Stock (MSFT) 0.6 $639k 2.2k 288.30
Ishares Russell 2000 Etf Etf (IWM) 0.6 $624k 3.5k 178.40
Oracle Corp Stock (ORCL) 0.6 $602k 6.5k 92.92
Ishares U.s. Medical Devices Etf Etf (IHI) 0.5 $585k 11k 53.98
First Trust Senior Loan Fund Etf (FTSL) 0.5 $552k 12k 45.24
Procter And Gamble Stock (PG) 0.5 $500k 3.4k 148.69
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.5 $494k 10k 47.32
Johnson & Johnson Stock (JNJ) 0.5 $491k 3.2k 155.00
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.5 $486k 3.7k 130.51
Home Depot Stock (HD) 0.4 $442k 1.5k 295.04
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.4 $427k 9.1k 46.95
Blackstone Stock (BX) 0.4 $427k 4.9k 87.84
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.4 $422k 9.9k 42.63
Schwab U.s. Large-cap Etf Etf (SCHX) 0.4 $407k 8.4k 48.37
Nextera Energy Stock (NEE) 0.4 $401k 5.2k 77.08
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.4 $401k 1.3k 304.70
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.4 $391k 5.6k 69.96
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.4 $378k 5.0k 76.23
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.3 $362k 4.5k 80.22
Proshares Ultrapro S&p500 Etf (UPRO) 0.3 $344k 8.9k 38.57
Eli Lilly & Co Stock (LLY) 0.3 $328k 954.00 343.42
Coupang Inc Cl A Stock (CPNG) 0.3 $320k 20k 16.00
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.3 $318k 3.1k 103.73
S&p Global Stock (SPGI) 0.3 $310k 900.00 344.77
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.3 $302k 6.0k 50.32
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $299k 2.9k 104.00
First Trust Materials Alphadex Fund Etf (FXZ) 0.3 $280k 4.3k 65.32
Mcdonalds Corp Stock (MCD) 0.3 $277k 992.00 279.61
Nvidia Corporation Stock (NVDA) 0.2 $268k 964.00 277.77
Adobe Stock (ADBE) 0.2 $254k 658.00 385.37
Phillips Edison & Co Reit (PECO) 0.2 $249k 7.6k 32.62
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.2 $237k 2.6k 91.24
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.2 $224k 3.2k 70.75
Plymouth Indl Reit Reit (PLYM) 0.2 $217k 10k 21.01
Cel-sci Corp Com Par Stock (CVM) 0.2 $214k 92k 2.32
Proshares Ultra Semiconductors Etf (USD) 0.2 $210k 7.3k 28.91
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.2 $208k 6.2k 33.62
Disney Walt Stock (DIS) 0.2 $208k 2.1k 100.15
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $207k 1.4k 144.62
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.2 $205k 4.0k 51.44
Franklin Bsp Rlty Tr Reit (FBRT) 0.2 $170k 14k 11.93
Kkr Income Opportunities Cef (KIO) 0.1 $142k 13k 10.98
Zerofox Hldgs Stock 0.0 $29k 20k 1.46