Plotkin Financial Advisors

Plotkin Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 91 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 9.2 $16M 54k 289.81
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 6.4 $11M 116k 92.72
First Trust Rising Dividend Achievers Etf Etf (RDVY) 5.9 $10M 169k 59.14
Invesco Qqq Trust Series I Etf (QQQ) 5.9 $9.9M 19k 511.24
Vaneck Semiconductor Etf Etf (SMH) 5.0 $8.5M 35k 242.17
Vanguard Dividend Appreciation Etf Etf (VIG) 4.7 $7.9M 40k 195.83
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 4.3 $7.3M 115k 63.45
Apple Stock (AAPL) 4.3 $7.2M 29k 250.42
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 3.8 $6.3M 46k 138.21
First Trust Capital Strength Etf Etf (FTCS) 3.7 $6.3M 71k 87.82
Spdr S&p 500 Etf Trust Etf (SPY) 2.9 $4.8M 8.2k 586.08
Proshares Ultra S&p 500 Etf (SSO) 2.5 $4.2M 46k 92.51
Jpmorgan Ultra-short Income Etf Etf (JPST) 2.5 $4.1M 82k 50.37
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 2.4 $4.1M 20k 206.92
First Trust Dow Jones Internet Index Fund Etf (FDN) 2.4 $4.0M 17k 243.17
First Trust Cloud Computing Etf Etf (SKYY) 2.1 $3.5M 30k 119.12
Ft Vest Us Equity Buffer Etf - January Etf (FJAN) 1.9 $3.2M 70k 45.90
Nvidia Corporation Stock (NVDA) 1.5 $2.5M 19k 134.29
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 1.5 $2.5M 61k 40.48
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 1.1 $1.9M 10k 188.28
First Trust Financials Alphadex Fund Etf (FXO) 1.1 $1.9M 35k 54.13
Jpmorgan Equity Premium Income Etf Etf (JEPI) 1.0 $1.8M 31k 57.53
Pimco Corporate & Income Oppor Cef (PTY) 1.0 $1.7M 119k 14.37
Amazon Stock (AMZN) 1.0 $1.7M 7.8k 219.39
Procter And Gamble Stock (PG) 1.0 $1.7M 10k 167.65
Proshares Ultra Technology Etf (ROM) 1.0 $1.7M 24k 69.73
First Trust Technology Alphadex Fund Etf (FXL) 1.0 $1.7M 11k 148.55
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 1.0 $1.6M 34k 47.82
Schwab U.s. Large-cap Etf Etf (SCHX) 1.0 $1.6M 69k 23.18
Oracle Corp Stock (ORCL) 0.9 $1.4M 8.6k 166.65
Exxon Mobil Corp Stock (XOM) 0.7 $1.2M 11k 107.57
Vanguard S&p 500 Etf Etf (VOO) 0.6 $1.0M 1.9k 538.81
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.6 $1.0M 5.4k 189.31
Merck & Co Stock (MRK) 0.6 $1.0M 10k 99.48
International Business Machs Stock (IBM) 0.6 $1.0M 4.6k 219.83
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW) 0.5 $837k 6.7k 124.96
Microsoft Corp Stock (MSFT) 0.5 $812k 1.9k 421.50
Eli Lilly & Co Stock (LLY) 0.4 $737k 954.00 772.00
Proshares Ultra Dow30 Etf (DDM) 0.4 $722k 7.6k 95.30
Blackstone Stock (BX) 0.4 $648k 3.8k 172.42
Home Depot Stock (HD) 0.3 $583k 1.5k 389.14
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.3 $570k 5.7k 100.12
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN) 0.3 $540k 11k 51.38
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $521k 7.8k 67.03
First Trust Value Line Dividend Index Fund Etf (FVD) 0.3 $521k 12k 43.64
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $503k 2.6k 190.47
Coca Cola Stock (KO) 0.3 $496k 8.0k 62.26
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.3 $495k 6.2k 80.27
S&p Global Stock (SPGI) 0.3 $490k 984.00 498.03
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.3 $475k 6.1k 78.01
Direxion Daily Technology Bull 3x Shares Etf (TECL) 0.3 $462k 5.1k 90.55
Constellation Energy Corp Stock (CEG) 0.3 $462k 2.1k 223.71
Ishares Russell 2000 Etf Etf (IWM) 0.3 $461k 2.1k 220.96
Meta Platforms Inc Cl A Stock (META) 0.3 $456k 778.00 585.51
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.3 $453k 8.0k 56.48
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.3 $446k 12k 37.21
First Trust Senior Loan Fund Etf (FTSL) 0.3 $440k 9.5k 46.24
Coupang Inc Cl A Stock (CPNG) 0.3 $440k 20k 21.98
Johnson & Johnson Stock (JNJ) 0.3 $436k 3.0k 144.62
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.3 $427k 4.8k 88.65
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.3 $425k 9.4k 45.04
Nextera Energy Stock (NEE) 0.2 $416k 5.8k 71.69
Palo Alto Networks Stock (PANW) 0.2 $415k 2.3k 181.96
Innovator Equity Defined Protection Etf - 2 Yr To July 2025 Etf (TJUL) 0.2 $397k 14k 27.77
Proshares Ultra Semiconductors Etf (USD) 0.2 $392k 6.0k 65.14
Visa Inc Com Cl A Stock (V) 0.2 $378k 1.2k 316.09
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.2 $378k 20k 18.70
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $360k 795.00 453.28
Jpmorgan Chase & Co Stock (JPM) 0.2 $327k 1.4k 239.71
Moodys Corp Stock (MCO) 0.2 $321k 677.00 473.37
3M Stock (MMM) 0.2 $294k 2.3k 129.09
Mcdonalds Corp Stock (MCD) 0.2 $288k 992.00 289.89
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI) 0.2 $287k 12k 24.24
Emerson Elec Stock (EMR) 0.2 $281k 2.3k 123.93
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.2 $276k 6.4k 43.27
Phillips Edison & Co Reit (PECO) 0.2 $274k 7.3k 37.46
Adobe Stock (ADBE) 0.2 $271k 610.00 444.68
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.2 $263k 2.6k 99.55
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $247k 1.7k 145.35
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $240k 2.6k 90.93
Exelon Corp Stock (EXC) 0.1 $233k 6.2k 37.64
Arista Networks Stock (ANET) 0.1 $229k 2.1k 110.53
Vanguard Mid-cap Etf Etf (VO) 0.1 $226k 857.00 264.13
Proshares Ultra Financials Etf (UYG) 0.1 $222k 2.6k 85.46
Walmart Stock (WMT) 0.1 $218k 2.4k 90.35
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $212k 1.2k 175.23
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $202k 343.00 588.68
First Trust Small Cap Growth Alphadex Fund Etf (FYC) 0.1 $200k 2.6k 77.43
Plymouth Indl Reit Reit (PLYM) 0.1 $183k 10k 17.80
Kkr Income Opportunities Cef (KIO) 0.1 $173k 13k 13.38
Cel-sci Corp Com Par Stock 0.0 $37k 92k 0.40