Plotkin Financial Advisors

Plotkin Financial Advisors as of Sept. 30, 2024

Portfolio Holdings for Plotkin Financial Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 9.0 $15M 53k 283.16
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 6.6 $11M 114k 96.95
First Trust Rising Dividend Achievers Etf Etf (RDVY) 6.2 $10M 176k 59.21
Invesco Qqq Trust Series I Etf (QQQ) 5.5 $9.2M 19k 488.06
Vaneck Semiconductor Etf Etf (SMH) 5.1 $8.5M 35k 245.45
Vanguard Dividend Appreciation Etf Etf (VIG) 4.7 $7.9M 40k 198.06
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 4.1 $6.9M 117k 59.23
Apple Stock (AAPL) 4.0 $6.7M 29k 233.00
First Trust Capital Strength Etf Etf (FTCS) 3.9 $6.6M 72k 90.80
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 3.7 $6.2M 46k 133.60
Proshares Ultra S&p 500 Etf (SSO) 2.6 $4.4M 49k 90.17
Spdr S&p 500 Etf Trust Etf (SPY) 2.6 $4.4M 7.6k 573.76
Jpmorgan Ultra-short Income Etf Etf (JPST) 2.6 $4.3M 84k 50.74
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 2.4 $4.1M 20k 202.76
First Trust Dow Jones Internet Index Fund Etf (FDN) 2.1 $3.6M 17k 211.83
Ft Vest Us Equity Buffer Etf - January Etf (FJAN) 2.1 $3.6M 80k 44.72
First Trust Cloud Computing Etf Etf (SKYY) 1.8 $3.1M 30k 102.26
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 1.5 $2.6M 62k 41.19
Nvidia Corporation Stock (NVDA) 1.4 $2.4M 20k 121.44
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 1.2 $2.0M 11k 191.31
Jpmorgan Equity Premium Income Etf Etf (JEPI) 1.1 $1.9M 31k 59.51
First Trust Financials Alphadex Fund Etf (FXO) 1.1 $1.8M 35k 51.13
Procter And Gamble Stock (PG) 1.0 $1.7M 10k 173.20
Pimco Corporate & Income Oppor Cef (PTY) 1.0 $1.7M 119k 14.39
Proshares Ultra Technology Etf (ROM) 1.0 $1.6M 25k 67.07
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 1.0 $1.6M 35k 47.18
First Trust Technology Alphadex Fund Etf (FXL) 0.9 $1.5M 11k 138.65
Schwab U.s. Large-cap Etf Etf (SCHX) 0.9 $1.5M 22k 67.85
Amazon Stock (AMZN) 0.9 $1.4M 7.8k 186.33
Oracle Corp Stock (ORCL) 0.9 $1.4M 8.5k 170.40
Exxon Mobil Corp Stock (XOM) 0.8 $1.3M 11k 117.22
Merck & Co Stock (MRK) 0.7 $1.1M 10k 113.56
Vanguard S&p 500 Etf Etf (VOO) 0.6 $1.1M 2.0k 527.67
International Business Machs Stock (IBM) 0.6 $1.0M 4.6k 221.08
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.5 $892k 5.4k 165.86
Proshares Ultra Dow30 Etf (DDM) 0.5 $874k 9.1k 95.58
Eli Lilly & Co Stock (LLY) 0.5 $845k 954.00 885.94
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW) 0.5 $842k 6.7k 125.45
Microsoft Corp Stock (MSFT) 0.5 $813k 1.9k 430.30
Home Depot Stock (HD) 0.4 $607k 1.5k 405.08
Blackstone Stock (BX) 0.3 $576k 3.8k 153.13
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.3 $574k 6.4k 89.37
Coca Cola Stock (KO) 0.3 $572k 8.0k 71.86
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.3 $548k 9.5k 57.83
First Trust Value Line Dividend Index Fund Etf (FVD) 0.3 $543k 12k 45.49
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.3 $540k 6.5k 83.75
Constellation Energy Corp Stock (CEG) 0.3 $536k 2.1k 260.02
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN) 0.3 $532k 11k 50.52
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.3 $513k 6.5k 79.42
S&p Global Stock (SPGI) 0.3 $508k 984.00 516.62
First Trust Senior Loan Fund Etf (FTSL) 0.3 $501k 11k 45.89
Coupang Inc Cl A Stock (CPNG) 0.3 $491k 20k 24.55
Nextera Energy Stock (NEE) 0.3 $490k 5.8k 84.53
Johnson & Johnson Stock (JNJ) 0.3 $488k 3.0k 162.06
Ishares Russell 2000 Etf Etf (IWM) 0.3 $478k 2.2k 220.89
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $473k 7.0k 67.27
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.3 $454k 5.1k 89.22
Direxion Daily Technology Bull 3x Shares Etf (TECL) 0.3 $451k 5.1k 87.53
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $441k 2.6k 167.21
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.3 $437k 12k 36.48
Meta Platforms Inc Cl A Stock (META) 0.3 $421k 736.00 572.44
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.2 $413k 9.4k 43.79
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.2 $398k 21k 19.07
Innovator Equity Defined Protection Etf - 2 Yr To July 2025 Etf (TJUL) 0.2 $394k 14k 27.44
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.2 $369k 8.7k 42.26
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $366k 795.00 460.26
Visa Inc Com Cl A Stock (V) 0.2 $330k 1.2k 274.99
Moodys Corp Stock (MCO) 0.2 $321k 677.00 474.59
Adobe Stock (ADBE) 0.2 $316k 610.00 517.78
3M Stock (MMM) 0.2 $311k 2.3k 136.70
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $308k 1.7k 179.16
Palo Alto Networks Stock (PANW) 0.2 $305k 891.00 341.80
Mcdonalds Corp Stock (MCD) 0.2 $302k 992.00 304.51
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.2 $283k 2.6k 106.76
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI) 0.2 $280k 11k 24.64
Phillips Edison & Co Reit (PECO) 0.2 $275k 7.3k 37.71
Jpmorgan Chase & Co Stock (JPM) 0.2 $275k 1.3k 210.86
Ft Vest Us Equity Buffer Etf - December Etf (FDEC) 0.2 $269k 6.1k 43.78
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.2 $254k 1.7k 149.64
Exelon Corp Stock (EXC) 0.2 $251k 6.2k 40.55
Emerson Elec Stock (EMR) 0.1 $248k 2.3k 109.37
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $243k 2.6k 91.93
Plymouth Indl Reit Reit (PLYM) 0.1 $233k 10k 22.60
Vanguard Mid-cap Etf Etf (VO) 0.1 $226k 857.00 263.83
Proshares Ultra Semiconductors Etf (USD) 0.1 $226k 1.9k 119.91
Proshares Ultra Financials Etf (UYG) 0.1 $220k 2.9k 76.42
Northrop Grumman Corp Stock (NOC) 0.1 $213k 403.00 528.07
Norfolk Southn Corp Stock (NSC) 0.1 $206k 829.00 248.50
Kkr Income Opportunities Cef (KIO) 0.1 $191k 13k 14.76
Cel-sci Corp Com Par Stock (CVM) 0.1 $98k 92k 1.06