Plotkin Financial Advisors

Plotkin Financial Advisors as of March 31, 2024

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 90 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 7.9 $12M 46k 259.90
First Trust Rising Dividend Achievers Etf Etf (RDVY) 6.7 $10M 181k 56.17
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 6.6 $9.9M 110k 89.90
Vaneck Semiconductor Etf Etf (SMH) 5.4 $8.1M 36k 224.99
Invesco Qqq Trust Series I Etf (QQQ) 4.9 $7.4M 17k 444.02
Vanguard Dividend Appreciation Etf Etf (VIG) 4.8 $7.2M 40k 182.61
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 4.7 $7.1M 125k 56.39
First Trust Capital Strength Etf Etf (FTCS) 4.2 $6.3M 73k 85.65
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 3.9 $5.8M 47k 124.59
Apple Stock (AAPL) 3.5 $5.2M 30k 171.48
Proshares Ultra S&p 500 Etf (SSO) 2.7 $4.0M 52k 77.52
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 2.5 $3.8M 20k 187.35
First Trust Dow Jones Internet Index Fund Etf (FDN) 2.3 $3.5M 17k 205.09
Ft Vest Us Equity Buffer Etf - January Etf (FJAN) 2.3 $3.4M 82k 41.98
Spdr S&p 500 Etf Trust Etf (SPY) 2.0 $3.1M 5.9k 523.07
First Trust Cloud Computing Etf Etf (SKYY) 1.9 $2.9M 31k 95.60
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 1.7 $2.6M 66k 38.88
Jpmorgan Ultra-short Income Etf Etf (JPST) 1.5 $2.3M 45k 50.45
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 1.4 $2.2M 11k 190.68
Jpmorgan Equity Premium Income Etf Etf (JEPI) 1.4 $2.1M 37k 57.86
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 1.3 $2.0M 45k 44.74
Nvidia Corporation Stock (NVDA) 1.2 $1.9M 2.1k 903.56
First Trust Financials Alphadex Fund Etf (FXO) 1.2 $1.7M 37k 47.52
Pimco Corporate & Income Oppor Cef (PTY) 1.2 $1.7M 117k 14.87
Procter And Gamble Stock (PG) 1.1 $1.6M 9.9k 162.25
Proshares Ultra Technology Etf (ROM) 1.0 $1.6M 26k 60.74
First Trust Technology Alphadex Fund Etf (FXL) 1.0 $1.5M 11k 134.82
Amazon Stock (AMZN) 0.9 $1.4M 7.9k 180.38
Merck & Co Stock (MRK) 0.9 $1.3M 10k 131.95
Exxon Mobil Corp Stock (XOM) 0.8 $1.3M 11k 116.24
Proshares Ultra Dow30 Etf (DDM) 0.7 $1.1M 13k 87.08
Schwab U.s. Large-cap Etf Etf (SCHX) 0.7 $1.1M 18k 62.06
Vanguard S&p 500 Etf Etf (VOO) 0.7 $1.0M 2.1k 480.70
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW) 0.6 $870k 7.0k 123.90
International Business Machs Stock (IBM) 0.6 $869k 4.6k 190.96
Oracle Corp Stock (ORCL) 0.6 $866k 6.9k 125.61
Microsoft Corp Stock (MSFT) 0.5 $795k 1.9k 420.72
Eli Lilly & Co Stock (LLY) 0.5 $742k 954.00 777.96
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.5 $735k 4.9k 150.93
First Trust Senior Loan Fund Etf (FTSL) 0.4 $630k 14k 46.21
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.4 $598k 10k 58.11
First Trust Value Line Dividend Index Fund Etf (FVD) 0.4 $595k 14k 42.23
Home Depot Stock (HD) 0.4 $575k 1.5k 383.49
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.4 $548k 6.4k 85.27
Direxion Daily Technology Bull 3x Shares Etf (TECL) 0.3 $528k 6.6k 80.14
Ishares Russell 2000 Etf Etf (IWM) 0.3 $506k 2.4k 210.30
Blackstone Stock (BX) 0.3 $494k 3.8k 131.37
Johnson & Johnson Stock (JNJ) 0.3 $484k 3.1k 158.19
Coca Cola Stock (KO) 0.3 $483k 7.9k 61.18
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $466k 7.7k 60.42
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.3 $464k 5.3k 87.74
Innovator Equity Defined Protection Etf - 2 Yr To July 2025 Etf (TJUL) 0.3 $464k 18k 26.31
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.3 $448k 25k 18.22
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.3 $445k 13k 33.28
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.3 $426k 9.4k 45.24
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $401k 2.6k 152.26
S&p Global Stock (SPGI) 0.3 $383k 900.00 425.45
Constellation Energy Corp Stock (CEG) 0.3 $381k 2.1k 184.85
Coupang Inc Cl A Stock (CPNG) 0.2 $356k 20k 17.79
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.2 $351k 4.4k 80.51
Proshares Ultra Semiconductors Etf (USD) 0.2 $350k 3.5k 99.16
Ishares U.s. Medical Devices Etf Etf (IHI) 0.2 $350k 6.0k 58.59
Nextera Energy Stock (NEE) 0.2 $345k 5.4k 63.91
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.2 $337k 8.6k 39.24
Visa Inc Com Cl A Stock (V) 0.2 $331k 1.2k 279.12
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $308k 4.0k 77.31
Ft Vest Us Equity Buffer Etf - December Etf (FDEC) 0.2 $306k 7.4k 41.21
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $306k 1.8k 169.37
Meta Platforms Inc Cl A Stock (META) 0.2 $299k 615.00 485.58
Adobe Stock (ADBE) 0.2 $298k 591.00 504.60
Mcdonalds Corp Stock (MCD) 0.2 $280k 992.00 281.95
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.2 $268k 2.6k 101.41
Phillips Edison & Co Reit (PECO) 0.2 $262k 7.3k 35.87
Emerson Elec Stock (EMR) 0.2 $257k 2.3k 113.42
Proshares Ultra Financials Etf (UYG) 0.2 $250k 3.7k 68.32
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.2 $249k 3.2k 78.56
Jpmorgan Chase & Co Stock (JPM) 0.2 $246k 1.2k 200.30
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN) 0.2 $245k 5.2k 47.02
3M Stock (MMM) 0.2 $242k 2.3k 106.07
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.2 $241k 2.6k 91.25
Exelon Corp Stock (EXC) 0.2 $233k 6.2k 37.57
Plymouth Indl Reit Reit (PLYM) 0.2 $232k 10k 22.50
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $224k 1.7k 131.93
Norfolk Southn Corp Stock (NSC) 0.1 $211k 829.00 254.87
Advanced Micro Devices Stock (AMD) 0.1 $210k 1.2k 180.49
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI) 0.1 $206k 8.4k 24.48
Vanguard Mid-cap Etf Etf (VO) 0.1 $204k 818.00 249.86
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $203k 1.4k 147.73
Cel-sci Corp Com Par Stock (CVM) 0.1 $176k 92k 1.91
Kkr Income Opportunities Cef (KIO) 0.1 $175k 13k 13.54