Plotkin Financial Advisors

Plotkin Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 104 positions in its portfolio as reported in the September 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 $19M 58k 328.17
Invesco Qqq Trust Series I Etf (QQQ) 6.5 $13M 22k 600.38
First Trust Rising Dividend Achievers Etf Etf (RDVY) 6.1 $12M 184k 67.26
Vaneck Semiconductor Etf Etf (SMH) 5.8 $12M 36k 326.36
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 5.4 $11M 111k 99.11
Vanguard Dividend Appreciation Etf Etf (VIG) 4.6 $9.3M 43k 215.79
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 4.4 $8.9M 117k 76.01
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 3.6 $7.3M 46k 160.55
Apple Stock (AAPL) 3.6 $7.2M 29k 254.64
Spdr S&p 500 Etf Trust Etf (SPY) 3.2 $6.5M 9.8k 666.18
First Trust Capital Strength Etf Etf (FTCS) 3.1 $6.3M 68k 93.64
Jpmorgan Ultra-short Income Etf Etf (JPST) 2.9 $5.9M 116k 50.73
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 2.4 $4.9M 19k 256.45
First Trust Dow Jones Internet Index Fund Etf (FDN) 2.2 $4.5M 16k 279.84
Ft Vest Us Equity Buffer Etf - January Etf (FJAN) 1.9 $3.8M 76k 50.15
First Trust Cloud Computing Etf Etf (SKYY) 1.9 $3.8M 28k 134.42
Nvidia Corporation Stock (NVDA) 1.8 $3.7M 20k 186.58
Proshares Ultra S&p 500 Etf (SSO) 1.6 $3.3M 30k 112.13
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 1.3 $2.7M 61k 44.57
Oracle Corp Stock (ORCL) 1.3 $2.5M 9.0k 281.27
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 1.1 $2.3M 10k 229.61
Schwab U.s. Large-cap Etf Etf (SCHX) 1.0 $2.1M 80k 26.34
First Trust Financials Alphadex Fund Etf (FXO) 1.0 $2.0M 34k 59.39
First Trust Technology Alphadex Fund Etf (FXL) 0.9 $1.9M 11k 167.99
Pimco Corporate & Income Oppor Cef (PTY) 0.9 $1.8M 125k 14.44
Amazon Stock (AMZN) 0.9 $1.8M 8.0k 219.57
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 0.9 $1.7M 33k 52.89
Procter And Gamble Stock (PG) 0.8 $1.5M 10k 153.65
Exxon Mobil Corp Stock (XOM) 0.7 $1.5M 13k 112.75
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.7 $1.3M 24k 57.10
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.7 $1.3M 5.4k 243.14
International Business Machs Stock (IBM) 0.6 $1.3M 4.6k 282.16
Microsoft Corp Stock (MSFT) 0.6 $1.1M 2.2k 517.95
Vanguard S&p 500 Etf Etf (VOO) 0.5 $1.1M 1.8k 612.38
First Trust Senior Loan Fund Etf (FTSL) 0.5 $1.0M 23k 45.84
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB) 0.5 $1.0M 25k 40.57
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW) 0.5 $953k 6.8k 141.11
Palo Alto Networks Stock (PANW) 0.5 $948k 4.7k 203.62
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI) 0.4 $899k 35k 25.85
Merck & Co Stock (MRK) 0.4 $848k 10k 83.93
Meta Platforms Inc Cl A Stock (META) 0.4 $837k 1.1k 734.38
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC) 0.4 $789k 6.1k 130.28
Proshares Ultra Dow30 Etf (DDM) 0.4 $781k 7.3k 107.28
Eli Lilly & Co Stock (LLY) 0.4 $728k 954.00 763.00
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.4 $723k 37k 19.34
Constellation Energy Corp Stock (CEG) 0.3 $679k 2.1k 329.07
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.3 $655k 5.7k 115.01
Blackstone Stock (BX) 0.3 $646k 3.8k 170.85
Direxion Daily Technology Bull 3x Shares Etf (TECL) 0.3 $644k 5.2k 124.37
Coupang Inc Cl A Stock (CPNG) 0.3 $644k 20k 32.20
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $643k 2.6k 243.62
Home Depot Stock (HD) 0.3 $612k 1.5k 405.34
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN) 0.3 $588k 11k 55.95
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $570k 7.8k 73.29
Johnson & Johnson Stock (JNJ) 0.3 $559k 3.0k 185.42
Coca Cola Stock (KO) 0.3 $528k 8.0k 66.32
Ishares Morningstar Growth Etf Etf (ILCG) 0.3 $515k 4.9k 104.30
S&p Global Stock (SPGI) 0.3 $515k 1.1k 486.71
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.3 $511k 4.7k 109.80
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.2 $498k 9.4k 52.89
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $492k 979.00 502.74
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.2 $485k 5.8k 84.11
Jpmorgan Chase & Co Stock (JPM) 0.2 $473k 1.5k 315.43
First Trust Value Line Dividend Index Fund Etf (FVD) 0.2 $469k 10k 46.24
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $436k 5.5k 79.93
Visa Inc Com Cl A Stock (V) 0.2 $426k 1.2k 341.43
Ishares Russell 2000 Etf Etf (IWM) 0.2 $423k 1.7k 241.96
Arista Networks Stock (ANET) 0.2 $414k 2.8k 145.71
Nextera Energy Stock (NEE) 0.2 $410k 5.4k 75.49
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.2 $356k 1.7k 209.26
3M Stock (MMM) 0.2 $354k 2.3k 155.18
Moodys Corp Stock (MCO) 0.2 $335k 702.00 476.48
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.2 $325k 5.7k 57.47
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.2 $321k 8.3k 38.64
Mcdonalds Corp Stock (MCD) 0.1 $302k 992.00 303.89
Emerson Elec Stock (EMR) 0.1 $297k 2.3k 131.18
Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $296k 5.8k 51.09
Exelon Corp Stock (EXC) 0.1 $279k 6.2k 45.01
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.1 $277k 6.0k 46.39
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $272k 2.6k 103.07
Janus Henderson Aaa Clo Etf Etf (JAAA) 0.1 $262k 5.2k 50.78
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $254k 2.6k 95.89
Vanguard Mid-cap Etf Etf (VO) 0.1 $252k 857.00 293.74
Norfolk Southn Corp Stock (NSC) 0.1 $249k 829.00 300.41
Walmart Stock (WMT) 0.1 $247k 2.4k 103.06
Phillips Edison & Co Reit (PECO) 0.1 $246k 7.2k 34.33
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $240k 359.00 669.30
Proshares Ultra Semiconductors Etf (USD) 0.1 $235k 2.4k 99.02
First Trust Small Cap Growth Alphadex Fund Etf (FYC) 0.1 $234k 2.6k 90.71
Wec Energy Group Stock (WEC) 0.1 $234k 2.0k 114.59
Verizon Communications Stock (VZ) 0.1 $234k 5.3k 43.95
Plymouth Indl Reit Reit (PLYM) 0.1 $230k 10k 22.33
Innovator Equity Defined Protection Etf - 2 Yr To July 2027 Etf (TJUL) 0.1 $229k 7.8k 29.29
Northrop Grumman Corp Stock (NOC) 0.1 $226k 371.00 609.32
American Express Stock (AXP) 0.1 $221k 666.00 332.16
Bank America Corp Stock (BAC) 0.1 $219k 4.3k 51.59
Financial Select Sector Spdr Fund Etf (XLF) 0.1 $219k 4.1k 53.87
Advanced Micro Devices Stock (AMD) 0.1 $210k 1.3k 161.79
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $206k 1.1k 189.70
Abbott Labs Stock (ABT) 0.1 $203k 1.5k 133.94
Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $201k 1.3k 154.23
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.1 $200k 4.6k 43.41
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR) 0.1 $199k 3.1k 64.38
Kkr Income Opportunities Cef (KIO) 0.1 $163k 13k 12.60