Plotkin Financial Advisors

Plotkin Financial Advisors as of Dec. 31, 2023

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 83 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Proshares Ultra S&p 500 Etf (SSO) 9.1 $12M 184k 65.07
First Trust Rising Dividend Achievers Etf Etf (RDVY) 6.5 $8.6M 166k 51.67
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 5.2 $6.8M 80k 84.87
Vanguard Dividend Appreciation Etf Etf (VIG) 5.0 $6.6M 39k 170.40
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 5.0 $6.5M 121k 53.84
Vaneck Semiconductor Etf Etf (SMH) 4.7 $6.2M 35k 174.87
First Trust Capital Strength Etf Etf (FTCS) 4.5 $5.9M 73k 80.04
Apple Stock (AAPL) 4.3 $5.7M 30k 192.53
Invesco Qqq Trust Series I Etf (QQQ) 4.1 $5.4M 13k 409.54
Proshares Ultra Technology Etf (ROM) 4.1 $5.4M 101k 53.08
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 4.0 $5.2M 47k 112.26
Proshares Ultra Dow30 Etf (DDM) 2.6 $3.5M 44k 79.21
Vanguard Total Stock Market Etf Etf (VTI) 2.6 $3.4M 15k 237.22
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 2.5 $3.3M 21k 156.89
First Trust Dow Jones Internet Index Fund Etf (FDN) 2.4 $3.2M 17k 186.55
First Trust Cloud Computing Etf Etf (SKYY) 2.0 $2.7M 31k 87.67
Proshares Ultra Financials Etf (UYG) 1.9 $2.5M 46k 55.20
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 1.9 $2.5M 68k 36.55
Spdr S&p 500 Etf Trust Etf (SPY) 1.9 $2.5M 5.2k 475.31
Jpmorgan Equity Premium Income Etf Etf (JEPI) 1.7 $2.2M 40k 54.98
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 1.4 $1.9M 45k 42.51
First Trust Financials Alphadex Fund Etf (FXO) 1.2 $1.6M 37k 43.29
Pimco Corporate & Income Oppor Cef (PTY) 1.2 $1.6M 118k 13.24
First Trust Technology Alphadex Fund Etf (FXL) 1.1 $1.4M 11k 128.07
Amazon Stock (AMZN) 0.8 $1.1M 7.1k 151.94
Schwab U.s. Large-cap Etf Etf (SCHX) 0.7 $985k 18k 56.40
Vanguard S&p 500 Etf Etf (VOO) 0.7 $897k 2.1k 436.80
Nvidia Corporation Stock (NVDA) 0.7 $887k 1.8k 495.22
Proshares Ultra Qqq Etf (QLD) 0.6 $797k 11k 76.00
Oracle Corp Stock (ORCL) 0.6 $744k 7.1k 105.43
Microsoft Corp Stock (MSFT) 0.5 $719k 1.9k 376.04
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.5 $683k 3.9k 175.47
First Trust Senior Loan Fund Etf (FTSL) 0.5 $628k 14k 46.07
First Trust Value Line Dividend Index Fund Etf (FVD) 0.5 $595k 15k 40.56
Proshares Ultra Health Care Etf (RXL) 0.4 $589k 6.4k 91.40
Ishares Russell 2000 Etf Etf (IWM) 0.4 $567k 2.8k 200.71
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW) 0.4 $557k 4.7k 117.45
Eli Lilly & Co Stock (LLY) 0.4 $556k 954.00 582.92
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.4 $535k 10k 51.99
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.4 $531k 1.3k 405.64
Innovator Equity Defined Protection Etf - 2 Yr To July 2025 Etf (TJUL) 0.4 $526k 21k 25.67
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $525k 3.8k 139.69
Home Depot Stock (HD) 0.4 $519k 1.5k 346.45
Procter And Gamble Stock (PG) 0.4 $493k 3.4k 146.54
Blackstone Stock (BX) 0.4 $492k 3.8k 130.92
Johnson & Johnson Stock (JNJ) 0.4 $480k 3.1k 156.74
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.4 $466k 14k 32.36
Direxion Daily Technology Bull 3x Shares Etf (TECL) 0.3 $450k 6.7k 66.71
Ishares U.s. Medical Devices Etf Etf (IHI) 0.3 $448k 8.3k 53.97
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.3 $436k 5.3k 82.40
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.3 $429k 9.4k 45.53
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $417k 7.7k 54.08
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.3 $404k 5.0k 81.28
S&p Global Stock (SPGI) 0.3 $397k 900.00 440.52
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $367k 2.6k 140.93
Adobe Stock (ADBE) 0.3 $366k 613.00 596.60
Proshares Ultrapro S&p500 Etf (UPRO) 0.3 $347k 6.3k 54.74
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.3 $336k 19k 17.83
Nextera Energy Stock (NEE) 0.2 $328k 5.4k 60.74
Coupang Inc Cl A Stock (CPNG) 0.2 $324k 20k 16.19
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $319k 4.1k 77.37
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.2 $308k 6.1k 50.23
Mcdonalds Corp Stock (MCD) 0.2 $294k 992.00 296.51
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $284k 1.8k 157.80
Phillips Edison & Co Reit (PECO) 0.2 $272k 7.4k 36.48
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.2 $252k 2.6k 95.20
Visa Inc Com Cl A Stock (V) 0.2 $251k 963.00 260.40
Cel-sci Corp Com Par Stock (CVM) 0.2 $250k 92k 2.72
Proshares Ultrapro Qqq Etf (TQQQ) 0.2 $249k 4.9k 50.70
Plymouth Indl Reit Reit (PLYM) 0.2 $248k 10k 24.07
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.2 $234k 6.2k 37.75
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.2 $233k 3.2k 73.57
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL) 0.2 $232k 6.4k 36.19
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN) 0.2 $230k 5.2k 44.15
Emerson Elec Stock (EMR) 0.2 $221k 2.3k 97.33
Meta Platforms Inc Cl A Stock (META) 0.2 $215k 608.00 353.96
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.2 $215k 1.7k 126.60
Jpmorgan Chase & Co Stock (JPM) 0.2 $215k 1.3k 170.10
Health Care Select Sector Spdr Fund Etf (XLV) 0.2 $214k 1.6k 136.38
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.2 $210k 2.6k 79.22
Kkr Income Opportunities Cef (KIO) 0.1 $163k 13k 12.57
Franklin Bsp Rlty Tr Reit (FBRT) 0.1 $154k 11k 13.51
Zerofox Hldgs Stock 0.0 $17k 20k 0.87