Plotkin Financial Advisors

Plotkin Financial Advisors as of June 30, 2023

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 80 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Proshares Ultra S&p 500 Etf (SSO) 9.4 $11M 194k 58.15
First Trust Rising Dividend Achievers Etf Etf (RDVY) 6.8 $8.2M 174k 47.10
Vanguard Dividend Appreciation Etf Etf (VIG) 5.1 $6.1M 38k 162.43
Apple Stock (AAPL) 4.8 $5.7M 30k 193.97
First Trust Capital Strength Etf Etf (FTCS) 4.8 $5.7M 76k 75.08
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 4.6 $5.5M 122k 45.41
Vaneck Semiconductor Etf Etf (SMH) 4.6 $5.5M 36k 152.25
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 4.2 $5.1M 63k 79.79
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 4.1 $4.9M 46k 105.52
Proshares Ultra Technology Etf (ROM) 4.0 $4.8M 106k 45.01
Invesco Qqq Trust Series I Etf (QQQ) 3.4 $4.1M 11k 369.44
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 3.0 $3.6M 25k 144.25
Proshares Ultra Dow30 Etf (DDM) 2.6 $3.1M 46k 67.44
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 2.4 $2.9M 81k 36.00
Vanguard Total Stock Market Etf Etf (VTI) 2.4 $2.9M 13k 220.28
First Trust Dow Jones Internet Index Fund Etf (FDN) 2.3 $2.8M 17k 162.99
Jpmorgan Equity Premium Income Etf Etf (JEPI) 2.1 $2.6M 46k 55.33
First Trust Cloud Computing Etf Etf (SKYY) 1.9 $2.3M 31k 75.94
Proshares Ultra Financials Etf (UYG) 1.8 $2.2M 47k 45.62
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 1.5 $1.8M 46k 40.26
Pimco Corporate & Income Oppor Cef (PTY) 1.4 $1.7M 121k 14.00
Spdr S&p 500 Etf Trust Etf (SPY) 1.2 $1.5M 3.3k 443.28
First Trust Financials Alphadex Fund Etf (FXO) 1.2 $1.4M 38k 37.70
First Trust Technology Alphadex Fund Etf (FXL) 1.1 $1.3M 11k 115.04
Proshares Ultra Qqq Etf (QLD) 0.8 $971k 15k 64.38
Amazon Stock (AMZN) 0.8 $955k 7.3k 130.36
Proshares Ultra Health Care Etf (RXL) 0.8 $912k 10k 89.05
Vanguard S&p 500 Etf Etf (VOO) 0.7 $859k 2.1k 407.28
Oracle Corp Stock (ORCL) 0.6 $747k 6.3k 119.09
Nvidia Corporation Stock (NVDA) 0.6 $715k 1.7k 423.02
First Trust Value Line Dividend Index Fund Etf (FVD) 0.6 $669k 17k 40.09
Microsoft Corp Stock (MSFT) 0.6 $664k 2.0k 340.54
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.5 $648k 21k 30.74
Ishares Russell 2000 Etf Etf (IWM) 0.5 $608k 3.2k 187.27
Ishares U.s. Medical Devices Etf Etf (IHI) 0.5 $604k 11k 56.46
First Trust Senior Loan Fund Etf (FTSL) 0.5 $553k 12k 45.30
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.5 $549k 3.7k 147.16
Johnson & Johnson Stock (JNJ) 0.5 $547k 3.3k 165.52
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.5 $544k 11k 50.45
Procter And Gamble Stock (PG) 0.4 $510k 3.4k 151.74
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW) 0.4 $507k 4.7k 106.90
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.4 $507k 11k 47.87
Home Depot Stock (HD) 0.4 $465k 1.5k 310.55
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.4 $453k 1.3k 345.91
Blackstone Stock (BX) 0.4 $452k 4.9k 92.97
Eli Lilly & Co Stock (LLY) 0.4 $447k 954.00 468.98
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.4 $430k 9.4k 45.67
Schwab U.s. Large-cap Etf Etf (SCHX) 0.3 $413k 7.9k 52.37
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.3 $404k 5.3k 76.39
Nextera Energy Stock (NEE) 0.3 $404k 5.4k 74.20
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.3 $403k 5.1k 79.03
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.3 $375k 5.0k 75.66
S&p Global Stock (SPGI) 0.3 $361k 900.00 400.89
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.3 $352k 2.9k 119.70
Coupang Inc Cl A Stock (CPNG) 0.3 $348k 20k 17.40
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $333k 2.8k 120.97
Adobe Stock (ADBE) 0.3 $317k 648.00 488.99
Direxion Daily Technology Bull 3x Shares Etf (TECL) 0.3 $314k 5.8k 54.02
Proshares Ultra Semiconductors Etf (USD) 0.3 $306k 7.3k 42.23
Proshares Ultrapro S&p500 Etf (UPRO) 0.2 $299k 6.3k 47.38
Mcdonalds Corp Stock (MCD) 0.2 $296k 992.00 298.41
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.2 $289k 5.8k 50.14
Phillips Edison & Co Reit (PECO) 0.2 $254k 7.4k 34.08
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.2 $248k 2.6k 94.28
Plymouth Indl Reit Reit (PLYM) 0.2 $238k 10k 23.02
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR) 0.2 $233k 7.5k 30.90
Meta Platforms Inc Cl A Stock (META) 0.2 $229k 797.00 286.98
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.2 $223k 3.2k 70.27
Cel-sci Corp Com Par Stock (CVM) 0.2 $222k 92k 2.41
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.2 $220k 6.2k 35.63
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN) 0.2 $216k 5.2k 41.44
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $215k 1.4k 149.64
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.2 $210k 4.0k 52.85
Tesla Stock (TSLA) 0.2 $210k 801.00 261.77
Health Care Select Sector Spdr Fund Etf (XLV) 0.2 $208k 1.6k 132.73
Visa Inc Com Cl A Stock (V) 0.2 $205k 863.00 237.53
Emerson Elec Stock (EMR) 0.2 $205k 2.3k 90.39
Franklin Bsp Rlty Tr Reit (FBRT) 0.1 $173k 12k 14.16
Kkr Income Opportunities Cef (KIO) 0.1 $150k 13k 11.61
Zerofox Hldgs Stock 0.0 $20k 20k 1.00