Plotkin Financial Advisors

Plotkin Financial Advisors as of June 30, 2024

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 86 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 8.5 $13M 49k 267.51
First Trust Rising Dividend Achievers Etf Etf (RDVY) 6.3 $9.8M 179k 54.75
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 6.2 $9.6M 111k 86.61
Vaneck Semiconductor Etf Etf (SMH) 6.0 $9.3M 36k 260.70
Invesco Qqq Trust Series I Etf (QQQ) 5.4 $8.4M 18k 479.12
Vanguard Dividend Appreciation Etf Etf (VIG) 4.7 $7.3M 40k 182.55
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 4.4 $6.9M 122k 56.42
First Trust Capital Strength Etf Etf (FTCS) 3.9 $6.1M 73k 84.04
Apple Stock (AAPL) 3.9 $6.1M 29k 210.62
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 3.7 $5.7M 46k 123.12
Proshares Ultra S&p 500 Etf (SSO) 2.7 $4.2M 51k 82.60
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 2.5 $3.9M 20k 194.87
Spdr S&p 500 Etf Trust Etf (SPY) 2.4 $3.7M 6.7k 544.22
Ft Vest Us Equity Buffer Etf - January Etf (FJAN) 2.3 $3.5M 81k 43.41
First Trust Dow Jones Internet Index Fund Etf (FDN) 2.2 $3.4M 17k 204.94
First Trust Cloud Computing Etf Etf (SKYY) 1.8 $2.9M 30k 95.53
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 1.7 $2.6M 67k 38.70
Nvidia Corporation Stock (NVDA) 1.6 $2.4M 20k 123.54
Jpmorgan Ultra-short Income Etf Etf (JPST) 1.6 $2.4M 48k 50.47
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 1.4 $2.2M 11k 197.46
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 1.3 $2.0M 43k 46.03
Jpmorgan Equity Premium Income Etf Etf (JEPI) 1.2 $1.9M 33k 56.68
Proshares Ultra Technology Etf (ROM) 1.1 $1.7M 25k 69.83
Pimco Corporate & Income Oppor Cef (PTY) 1.1 $1.6M 115k 14.31
First Trust Financials Alphadex Fund Etf (FXO) 1.1 $1.6M 35k 46.29
Procter And Gamble Stock (PG) 1.1 $1.6M 9.9k 164.92
First Trust Technology Alphadex Fund Etf (FXL) 1.0 $1.5M 11k 136.26
Amazon Stock (AMZN) 1.0 $1.5M 7.8k 193.25
Schwab U.s. Large-cap Etf Etf (SCHX) 0.9 $1.4M 21k 64.25
Merck & Co Stock (MRK) 0.8 $1.3M 10k 123.80
Exxon Mobil Corp Stock (XOM) 0.8 $1.2M 11k 115.12
Vanguard S&p 500 Etf Etf (VOO) 0.7 $1.1M 2.2k 500.13
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.7 $1.1M 5.9k 182.15
Oracle Corp Stock (ORCL) 0.7 $1.0M 7.2k 141.19
Proshares Ultra Dow30 Etf (DDM) 0.6 $1.0M 12k 82.97
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW) 0.6 $866k 7.0k 123.29
Eli Lilly & Co Stock (LLY) 0.6 $864k 954.00 905.38
Microsoft Corp Stock (MSFT) 0.5 $845k 1.9k 446.95
International Business Machs Stock (IBM) 0.5 $787k 4.6k 172.95
First Trust Senior Loan Fund Etf (FTSL) 0.4 $673k 15k 45.71
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.4 $558k 6.4k 86.90
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.3 $538k 9.9k 54.49
First Trust Value Line Dividend Index Fund Etf (FVD) 0.3 $535k 13k 40.75
Home Depot Stock (HD) 0.3 $516k 1.5k 344.14
Coca Cola Stock (KO) 0.3 $502k 7.9k 63.65
Direxion Daily Technology Bull 3x Shares Etf (TECL) 0.3 $501k 5.1k 97.38
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.3 $490k 27k 18.37
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $490k 7.7k 63.54
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $484k 2.6k 183.43
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.3 $472k 13k 35.33
Ishares Russell 2000 Etf Etf (IWM) 0.3 $470k 2.3k 202.89
Blackstone Stock (BX) 0.3 $465k 3.8k 123.80
Innovator Equity Defined Protection Etf - 2 Yr To July 2025 Etf (TJUL) 0.3 $464k 17k 26.78
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.3 $447k 5.3k 84.45
Johnson & Johnson Stock (JNJ) 0.3 $445k 3.0k 146.16
Coupang Inc Cl A Stock (CPNG) 0.3 $419k 20k 20.95
Constellation Energy Corp Stock (CEG) 0.3 $413k 2.1k 200.27
S&p Global Stock (SPGI) 0.3 $401k 900.00 446.00
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.3 $399k 9.4k 42.34
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.3 $397k 5.0k 79.93
Meta Platforms Inc Cl A Stock (META) 0.2 $386k 766.00 504.22
Nextera Energy Stock (NEE) 0.2 $382k 5.4k 70.81
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.2 $355k 8.7k 40.58
Adobe Stock (ADBE) 0.2 $342k 615.00 555.54
Ft Vest Us Equity Buffer Etf - December Etf (FDEC) 0.2 $316k 7.4k 42.55
Visa Inc Com Cl A Stock (V) 0.2 $315k 1.2k 262.51
Ishares U.s. Medical Devices Etf Etf (IHI) 0.2 $308k 5.5k 56.04
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN) 0.2 $307k 6.3k 48.40
Moodys Corp Stock (MCO) 0.2 $285k 677.00 420.93
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $281k 3.6k 77.28
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $265k 1.6k 164.28
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI) 0.2 $257k 11k 23.38
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.2 $255k 2.6k 96.13
Mcdonalds Corp Stock (MCD) 0.2 $253k 992.00 254.84
Emerson Elec Stock (EMR) 0.2 $250k 2.3k 110.16
Jpmorgan Chase & Co Stock (JPM) 0.2 $243k 1.2k 202.26
Phillips Edison & Co Reit (PECO) 0.2 $239k 7.3k 32.71
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.1 $233k 3.2k 73.61
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $233k 2.6k 88.11
3M Stock (MMM) 0.1 $233k 2.3k 102.19
Palo Alto Networks Stock (PANW) 0.1 $230k 679.00 339.01
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $224k 1.7k 132.05
Plymouth Indl Reit Reit (PLYM) 0.1 $220k 10k 21.38
Exelon Corp Stock (EXC) 0.1 $214k 6.2k 34.61
Kkr Income Opportunities Cef (KIO) 0.1 $177k 13k 13.70
Cel-sci Corp Com Par Stock (CVM) 0.1 $107k 92k 1.16