Plotkin Financial Advisors

Plotkin Financial Advisors as of Sept. 30, 2023

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 76 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Proshares Ultra S&p 500 Etf (SSO) 8.8 $10M 188k 53.38
First Trust Rising Dividend Achievers Etf Etf (RDVY) 7.0 $7.9M 173k 45.95
Vanguard Dividend Appreciation Etf Etf (VIG) 5.2 $5.9M 38k 155.38
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 5.0 $5.7M 75k 75.84
First Trust Capital Strength Etf Etf (FTCS) 4.9 $5.5M 75k 73.63
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 4.9 $5.5M 122k 45.43
Apple Stock (AAPL) 4.6 $5.2M 30k 171.21
Vaneck Semiconductor Etf Etf (SMH) 4.5 $5.1M 35k 144.98
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 4.1 $4.7M 47k 100.13
Invesco Qqq Trust Series I Etf (QQQ) 3.9 $4.5M 13k 358.28
Proshares Ultra Technology Etf (ROM) 3.6 $4.1M 106k 39.18
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 2.9 $3.3M 24k 139.70
Proshares Ultra Dow30 Etf (DDM) 2.6 $2.9M 46k 63.44
Vanguard Total Stock Market Etf Etf (VTI) 2.4 $2.8M 13k 212.41
First Trust Dow Jones Internet Index Fund Etf (FDN) 2.4 $2.8M 17k 159.61
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 2.2 $2.5M 72k 34.73
First Trust Cloud Computing Etf Etf (SKYY) 2.0 $2.3M 31k 75.91
Jpmorgan Equity Premium Income Etf Etf (JEPI) 2.0 $2.3M 43k 53.56
Proshares Ultra Financials Etf (UYG) 1.8 $2.0M 47k 43.61
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 1.6 $1.8M 45k 38.86
Spdr S&p 500 Etf Trust Etf (SPY) 1.6 $1.8M 4.1k 427.48
Pimco Corporate & Income Oppor Cef (PTY) 1.4 $1.5M 118k 13.07
First Trust Financials Alphadex Fund Etf (FXO) 1.3 $1.4M 38k 37.83
First Trust Technology Alphadex Fund Etf (FXL) 1.1 $1.2M 11k 111.15
Amazon Stock (AMZN) 0.9 $972k 7.6k 127.12
Vanguard S&p 500 Etf Etf (VOO) 0.8 $886k 2.3k 392.70
Microsoft Corp Stock (MSFT) 0.7 $747k 2.4k 315.75
Proshares Ultra Qqq Etf (QLD) 0.6 $693k 12k 59.35
Oracle Corp Stock (ORCL) 0.6 $665k 6.3k 105.92
Proshares Ultra Health Care Etf (RXL) 0.5 $612k 7.4k 82.63
Ishares Russell 2000 Etf Etf (IWM) 0.5 $598k 3.4k 176.74
Schwab U.s. Large-cap Etf Etf (SCHX) 0.5 $586k 12k 50.60
First Trust Senior Loan Fund Etf (FTSL) 0.5 $558k 12k 45.74
First Trust Value Line Dividend Index Fund Etf (FVD) 0.5 $548k 15k 37.39
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.5 $541k 3.7k 145.27
Blackstone Stock (BX) 0.5 $521k 4.9k 107.14
Eli Lilly & Co Stock (LLY) 0.5 $512k 954.00 537.13
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.4 $508k 10k 49.43
Ishares U.s. Medical Devices Etf Etf (IHI) 0.4 $508k 11k 48.50
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW) 0.4 $493k 4.7k 103.99
Johnson & Johnson Stock (JNJ) 0.4 $491k 3.2k 155.75
Procter And Gamble Stock (PG) 0.4 $491k 3.4k 145.86
Nvidia Corporation Stock (NVDA) 0.4 $458k 1.1k 434.99
Home Depot Stock (HD) 0.4 $453k 1.5k 302.07
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.4 $452k 15k 30.32
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $449k 3.4k 130.86
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.4 $447k 1.3k 341.26
Innovator Equity Defined Protection Etf - 2 Yr To July 2025 Etf (TJUL) 0.4 $423k 17k 24.42
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.4 $410k 8.2k 50.04
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.3 $382k 9.4k 40.51
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.3 $371k 5.3k 70.10
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $355k 2.7k 131.85
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.3 $345k 4.5k 75.98
Coupang Inc Cl A Stock (CPNG) 0.3 $340k 20k 17.00
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.3 $334k 4.4k 75.15
S&p Global Stock (SPGI) 0.3 $329k 900.00 365.41
Adobe Stock (ADBE) 0.3 $325k 638.00 509.90
Nextera Energy Stock (NEE) 0.3 $309k 5.4k 57.29
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.3 $287k 5.7k 50.18
Mcdonalds Corp Stock (MCD) 0.2 $261k 992.00 263.44
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $254k 1.8k 141.69
Phillips Edison & Co Reit (PECO) 0.2 $250k 7.4k 33.54
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL) 0.2 $240k 7.1k 33.70
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.2 $234k 2.6k 88.55
Emerson Elec Stock (EMR) 0.2 $219k 2.3k 96.57
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.2 $218k 6.2k 35.20
Plymouth Indl Reit Reit (PLYM) 0.2 $216k 10k 20.95
Proshares Ultrapro S&p500 Etf (UPRO) 0.2 $214k 5.2k 41.17
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.2 $211k 3.2k 66.74
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN) 0.2 $211k 5.2k 40.54
Visa Inc Com Cl A Stock (V) 0.2 $210k 913.00 230.06
Health Care Select Sector Spdr Fund Etf (XLV) 0.2 $202k 1.6k 128.74
Franklin Bsp Rlty Tr Reit (FBRT) 0.1 $156k 12k 13.24
Kkr Income Opportunities Cef (KIO) 0.1 $155k 13k 11.96
Cel-sci Corp Com Par Stock (CVM) 0.1 $115k 92k 1.25
Zerofox Hldgs Stock 0.0 $18k 20k 0.88