Plotkin Financial Advisors

Plotkin Financial Advisors as of June 30, 2025

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 93 positions in its portfolio as reported in the June 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 $17M 57k 303.93
Invesco Qqq Trust Series I Etf (QQQ) 6.4 $12M 21k 551.65
First Trust Rising Dividend Achievers Etf Etf (RDVY) 6.0 $11M 174k 62.74
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 6.0 $11M 116k 93.79
Vaneck Semiconductor Etf Etf (SMH) 5.5 $9.9M 35k 278.88
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 4.8 $8.7M 115k 75.58
Vanguard Dividend Appreciation Etf Etf (VIG) 4.7 $8.5M 42k 204.67
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 3.7 $6.7M 46k 146.82
First Trust Capital Strength Etf Etf (FTCS) 3.5 $6.3M 69k 90.89
Apple Stock (AAPL) 3.2 $5.8M 29k 205.18
Spdr S&p 500 Etf Trust Etf (SPY) 3.1 $5.6M 9.1k 617.85
Jpmorgan Ultra-short Income Etf Etf (JPST) 2.9 $5.3M 105k 50.68
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 2.6 $4.7M 19k 240.32
First Trust Dow Jones Internet Index Fund Etf (FDN) 2.4 $4.4M 16k 269.33
Ft Vest Us Equity Buffer Etf - January Etf (FJAN) 2.0 $3.6M 76k 47.55
First Trust Cloud Computing Etf Etf (SKYY) 1.9 $3.4M 28k 121.64
Proshares Ultra S&p 500 Etf (SSO) 1.6 $2.9M 30k 97.72
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 1.4 $2.6M 60k 42.55
Nvidia Corporation Stock (NVDA) 1.4 $2.6M 16k 157.99
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 1.2 $2.1M 10k 212.83
Oracle Corp Stock (ORCL) 1.1 $2.0M 9.0k 218.65
Schwab U.s. Large-cap Etf Etf (SCHX) 1.1 $1.9M 80k 24.44
First Trust Financials Alphadex Fund Etf (FXO) 1.0 $1.9M 34k 56.06
Pimco Corporate & Income Oppor Cef (PTY) 1.0 $1.8M 127k 13.91
First Trust Technology Alphadex Fund Etf (FXL) 1.0 $1.7M 11k 157.36
Amazon Stock (AMZN) 1.0 $1.7M 7.9k 219.39
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 0.9 $1.7M 33k 50.11
Procter And Gamble Stock (PG) 0.9 $1.6M 10k 159.32
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.8 $1.5M 26k 56.85
Exxon Mobil Corp Stock (XOM) 0.8 $1.4M 13k 107.80
International Business Machs Stock (IBM) 0.7 $1.3M 4.6k 294.78
Vanguard S&p 500 Etf Etf (VOO) 0.6 $1.1M 1.9k 568.03
Microsoft Corp Stock (MSFT) 0.6 $1.0M 2.1k 497.41
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB) 0.6 $1.0M 26k 38.99
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.5 $958k 5.4k 176.25
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW) 0.5 $914k 6.7k 136.49
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI) 0.5 $837k 34k 24.71
First Trust Senior Loan Fund Etf (FTSL) 0.5 $821k 18k 45.89
Merck & Co Stock (MRK) 0.4 $800k 10k 79.16
Meta Platforms Inc Cl A Stock (META) 0.4 $793k 1.1k 738.09
Eli Lilly & Co Stock (LLY) 0.4 $744k 954.00 779.53
Proshares Ultra Dow30 Etf (DDM) 0.4 $729k 7.4k 98.03
Palo Alto Networks Stock (PANW) 0.4 $683k 3.3k 204.64
Constellation Energy Corp Stock (CEG) 0.4 $666k 2.1k 322.76
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.3 $624k 5.7k 109.50
Coupang Inc Cl A Stock (CPNG) 0.3 $599k 20k 29.96
Blackstone Stock (BX) 0.3 $565k 3.8k 149.58
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN) 0.3 $564k 11k 53.67
Coca Cola Stock (KO) 0.3 $563k 8.0k 70.75
S&p Global Stock (SPGI) 0.3 $557k 1.1k 527.29
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $554k 7.8k 71.26
Home Depot Stock (HD) 0.3 $554k 1.5k 366.78
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.3 $553k 29k 18.99
Direxion Daily Technology Bull 3x Shares Etf (TECL) 0.3 $478k 5.1k 93.58
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $468k 2.6k 177.44
Johnson & Johnson Stock (JNJ) 0.3 $460k 3.0k 152.75
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.3 $455k 9.4k 48.30
First Trust Value Line Dividend Index Fund Etf (FVD) 0.3 $454k 10k 44.70
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.3 $454k 4.7k 97.53
Ishares Russell 2000 Etf Etf (IWM) 0.2 $449k 2.1k 215.79
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.2 $447k 5.4k 82.92
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $438k 5.5k 79.50
Visa Inc Com Cl A Stock (V) 0.2 $434k 1.2k 355.11
Jpmorgan Chase & Co Stock (JPM) 0.2 $428k 1.5k 289.91
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.2 $419k 7.6k 55.10
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $388k 798.00 485.77
Nextera Energy Stock (NEE) 0.2 $377k 5.4k 69.42
Moodys Corp Stock (MCO) 0.2 $352k 702.00 501.59
3M Stock (MMM) 0.2 $347k 2.3k 152.24
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC) 0.2 $340k 2.8k 121.38
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.2 $321k 1.7k 188.64
Innovator Equity Defined Protection Etf - 2 Yr To July 2027 Etf (TJUL) 0.2 $315k 11k 28.69
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.2 $313k 8.3k 37.71
Emerson Elec Stock (EMR) 0.2 $302k 2.3k 133.33
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.2 $296k 6.6k 44.84
Mcdonalds Corp Stock (MCD) 0.2 $290k 992.00 292.17
Arista Networks Stock (ANET) 0.2 $273k 2.7k 102.31
Exelon Corp Stock (EXC) 0.1 $269k 6.2k 43.42
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $266k 2.6k 100.70
Phillips Edison & Co Reit (PECO) 0.1 $251k 7.2k 35.03
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $241k 2.6k 90.98
Vanguard Mid-cap Etf Etf (VO) 0.1 $240k 857.00 279.83
Walmart Stock (WMT) 0.1 $238k 2.4k 97.78
Verizon Communications Stock (VZ) 0.1 $230k 5.3k 43.27
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $223k 359.00 620.90
Bank America Corp Stock (BAC) 0.1 $215k 4.6k 47.32
Financial Select Sector Spdr Fund Etf (XLF) 0.1 $213k 4.1k 52.37
Wec Energy Group Stock (WEC) 0.1 $213k 2.0k 104.20
Norfolk Southn Corp Stock (NSC) 0.1 $212k 829.00 255.97
Abbott Labs Stock (ABT) 0.1 $206k 1.5k 136.01
First Trust Small Cap Growth Alphadex Fund Etf (FYC) 0.1 $206k 2.6k 79.58
Plymouth Indl Reit Reit 0.1 $166k 10k 16.06
Kkr Income Opportunities Cef (KIO) 0.1 $163k 13k 12.56