Plotkin Financial Advisors

Plotkin Financial Advisors as of March 31, 2025

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 92 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 9.5 $16M 57k 274.84
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 6.4 $10M 118k 88.00
First Trust Rising Dividend Achievers Etf Etf (RDVY) 6.3 $10M 175k 58.54
Invesco Qqq Trust Series I Etf (QQQ) 5.7 $9.3M 20k 468.93
Vanguard Dividend Appreciation Etf Etf (VIG) 4.9 $7.9M 41k 193.99
Vaneck Semiconductor Etf Etf (SMH) 4.6 $7.5M 36k 211.47
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 4.5 $7.3M 115k 63.00
First Trust Capital Strength Etf Etf (FTCS) 3.9 $6.4M 71k 89.64
Apple Stock (AAPL) 3.9 $6.3M 29k 222.14
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 3.7 $6.0M 46k 129.37
Spdr S&p 500 Etf Trust Etf (SPY) 3.0 $4.9M 8.7k 559.39
Jpmorgan Ultra-short Income Etf Etf (JPST) 2.8 $4.5M 90k 50.63
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 2.4 $4.0M 20k 202.13
First Trust Dow Jones Internet Index Fund Etf (FDN) 2.3 $3.7M 17k 222.15
Proshares Ultra S&p 500 Etf (SSO) 2.2 $3.6M 44k 82.78
Ft Vest Us Equity Buffer Etf - January Etf (FJAN) 2.0 $3.3M 75k 44.35
First Trust Cloud Computing Etf Etf (SKYY) 1.9 $3.0M 29k 102.23
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 1.5 $2.4M 59k 40.77
First Trust Financials Alphadex Fund Etf (FXO) 1.1 $1.8M 34k 53.00
Pimco Corporate & Income Oppor Cef (PTY) 1.1 $1.8M 123k 14.46
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 1.1 $1.7M 10k 173.56
Schwab U.s. Large-cap Etf Etf (SCHX) 1.1 $1.7M 79k 22.08
Procter And Gamble Stock (PG) 1.0 $1.7M 10k 170.42
Jpmorgan Equity Premium Income Etf Etf (JEPI) 1.0 $1.6M 29k 57.14
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 1.0 $1.6M 34k 46.67
Amazon Stock (AMZN) 0.9 $1.5M 7.8k 190.26
First Trust Technology Alphadex Fund Etf (FXL) 0.9 $1.5M 11k 132.25
Exxon Mobil Corp Stock (XOM) 0.8 $1.3M 11k 118.93
Oracle Corp Stock (ORCL) 0.8 $1.2M 8.8k 139.82
Nvidia Corporation Stock (NVDA) 0.7 $1.2M 11k 108.38
International Business Machs Stock (IBM) 0.7 $1.1M 4.6k 248.66
Meta Platforms Inc Cl A Stock (META) 0.7 $1.1M 1.9k 576.36
Vanguard S&p 500 Etf Etf (VOO) 0.6 $995k 1.9k 513.91
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB) 0.6 $973k 27k 36.77
Merck & Co Stock (MRK) 0.6 $907k 10k 89.76
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.5 $842k 5.4k 154.66
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW) 0.5 $810k 6.7k 120.93
Eli Lilly & Co Stock (LLY) 0.5 $788k 954.00 825.91
Microsoft Corp Stock (MSFT) 0.5 $739k 2.0k 375.39
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI) 0.4 $706k 30k 23.72
Proshares Ultra Dow30 Etf (DDM) 0.4 $687k 7.5k 91.49
Coca Cola Stock (KO) 0.4 $570k 8.0k 71.62
First Trust Senior Loan Fund Etf (FTSL) 0.3 $568k 12k 45.65
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.3 $567k 30k 18.70
Home Depot Stock (HD) 0.3 $554k 1.5k 366.63
Palo Alto Networks Stock (PANW) 0.3 $539k 3.2k 170.64
Blackstone Stock (BX) 0.3 $528k 3.8k 139.78
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN) 0.3 $524k 11k 49.89
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $516k 7.8k 66.34
S&p Global Stock (SPGI) 0.3 $513k 1.0k 508.10
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.3 $507k 5.7k 88.99
Johnson & Johnson Stock (JNJ) 0.3 $500k 3.0k 165.84
First Trust Value Line Dividend Index Fund Etf (FVD) 0.3 $460k 10k 44.59
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.3 $446k 12k 37.22
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.3 $441k 5.4k 81.76
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.3 $439k 8.0k 54.76
Coupang Inc Cl A Stock (CPNG) 0.3 $439k 20k 21.93
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.3 $438k 5.6k 78.94
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $425k 798.00 532.58
Visa Inc Com Cl A Stock (V) 0.3 $420k 1.2k 350.52
Constellation Energy Corp Stock (CEG) 0.3 $416k 2.1k 201.63
Ishares Russell 2000 Etf Etf (IWM) 0.3 $416k 2.1k 199.49
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $413k 2.6k 156.26
Innovator Equity Defined Protection Etf - 2 Yr To July 2025 Etf (TJUL) 0.2 $397k 14k 28.06
Nextera Energy Stock (NEE) 0.2 $392k 5.5k 70.89
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.2 $383k 9.4k 40.67
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.2 $377k 4.8k 78.26
Jpmorgan Chase & Co Stock (JPM) 0.2 $337k 1.4k 245.30
3M Stock (MMM) 0.2 $335k 2.3k 146.86
Tesla Stock (TSLA) 0.2 $321k 1.2k 259.16
Moodys Corp Stock (MCO) 0.2 $315k 677.00 465.69
Mcdonalds Corp Stock (MCD) 0.2 $310k 992.00 312.37
Direxion Daily Technology Bull 3x Shares Etf (TECL) 0.2 $299k 5.1k 58.56
Exelon Corp Stock (EXC) 0.2 $285k 6.2k 46.08
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.2 $270k 2.6k 102.18
Phillips Edison & Co Reit (PECO) 0.2 $267k 7.3k 36.49
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.2 $260k 6.2k 42.20
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.2 $260k 1.7k 153.10
Emerson Elec Stock (EMR) 0.2 $248k 2.3k 109.64
Adobe Stock (ADBE) 0.1 $228k 595.00 383.53
Wec Energy Group Stock (WEC) 0.1 $223k 2.0k 108.98
Vanguard Mid-cap Etf Etf (VO) 0.1 $222k 857.00 258.62
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $220k 2.6k 83.28
Walmart Stock (WMT) 0.1 $214k 2.4k 87.79
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $209k 1.2k 173.23
Northrop Grumman Corp Stock (NOC) 0.1 $206k 403.00 512.01
Abbott Labs Stock (ABT) 0.1 $203k 1.5k 132.65
Financial Select Sector Spdr Fund Etf (XLF) 0.1 $203k 4.1k 49.81
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.1 $201k 4.6k 43.44
Plymouth Indl Reit Reit (PLYM) 0.1 $168k 10k 16.30
Kkr Income Opportunities Cef (KIO) 0.1 $159k 13k 12.29
Cel-sci Corp Com Par Stock 0.0 $21k 92k 0.23