Plotkin Financial Advisors

Plotkin Financial Advisors as of Dec. 31, 2025

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 101 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 9.9 $20M 61k 335.27
Invesco Qqq Trust Series I Etf (QQQ) 6.9 $14M 23k 614.32
Vaneck Semiconductor Etf Etf (SMH) 6.4 $13M 37k 360.13
First Trust Rising Dividend Achievers Etf Etf (RDVY) 6.4 $13M 188k 69.47
Vanguard Dividend Appreciation Etf Etf (VIG) 4.6 $9.4M 43k 219.78
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 4.1 $8.5M 118k 71.45
Apple Stock (AAPL) 3.8 $7.7M 28k 271.87
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 3.5 $7.3M 45k 161.85
State Street Spdr S&p 500 Etf Etf (SPY) 3.4 $6.9M 10k 681.92
Jpmorgan Ultra-short Income Etf Etf (JPST) 3.2 $6.6M 130k 50.59
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC) 3.1 $6.4M 48k 132.37
First Trust Capital Strength Etf Etf (FTCS) 3.0 $6.1M 66k 92.51
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 2.3 $4.7M 19k 250.31
First Trust Dow Jones Internet Index Fund Etf (FDN) 2.1 $4.3M 16k 269.18
Ft Vest Us Equity Buffer Etf - January Etf (FJAN) 1.9 $3.9M 75k 51.75
Nvidia Corporation Stock (NVDA) 1.8 $3.8M 20k 186.50
First Trust Cloud Computing Etf Etf (SKYY) 1.8 $3.6M 28k 130.08
Proshares Ultra S&p 500 Etf (SSO) 1.7 $3.4M 59k 57.92
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 1.4 $2.8M 27k 103.56
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 1.4 $2.8M 63k 44.50
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 1.1 $2.3M 10k 230.21
Schwab U.s. Large-cap Etf Etf (SCHX) 1.0 $2.1M 80k 26.91
First Trust Financials Alphadex Fund Etf (FXO) 1.0 $2.0M 34k 60.35
Amazon Stock (AMZN) 0.9 $1.9M 8.1k 230.82
First Trust Technology Alphadex Fund Etf (FXL) 0.9 $1.9M 11k 168.28
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 0.9 $1.8M 33k 54.83
Oracle Corp Stock (ORCL) 0.9 $1.8M 9.0k 194.93
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.8 $1.7M 5.5k 313.05
Pimco Corporate & Income Oppor Cef (PTY) 0.8 $1.6M 127k 12.90
Exxon Mobil Corp Stock (XOM) 0.8 $1.6M 13k 120.34
Procter & Gamble Stock (PG) 0.7 $1.4M 10k 143.31
International Business Machs Stock (IBM) 0.7 $1.3M 4.6k 296.21
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.6 $1.3M 23k 57.24
First Trust Senior Loan Fund Etf (FTSL) 0.6 $1.2M 26k 45.88
Vanguard S&p 500 Etf Etf (VOO) 0.6 $1.1M 1.8k 627.13
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI) 0.5 $1.1M 42k 26.24
Merck & Co Stock (MRK) 0.5 $1.1M 10k 105.26
Microsoft Corp Stock (MSFT) 0.5 $1.0M 2.1k 483.62
Eli Lilly & Co Stock (LLY) 0.5 $1.0M 954.00 1074.68
Meta Platforms Inc Cl A Stock (META) 0.5 $977k 1.5k 660.09
First Trust Nasdaq-100 Select Equal Weight Etf Etf (QQEW) 0.5 $960k 6.8k 142.13
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB) 0.5 $936k 23k 41.53
Palo Alto Networks Stock (PANW) 0.4 $899k 4.9k 184.20
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.4 $865k 45k 19.39
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $829k 2.6k 313.90
Proshares Ultra Dow30 Etf (DDM) 0.4 $825k 15k 56.86
Constellation Energy Corp Stock (CEG) 0.4 $729k 2.1k 353.27
Johnson & Johnson Stock (JNJ) 0.3 $623k 3.0k 206.95
Direxion Daily Technology Bull 3x Shares Etf (TECL) 0.3 $609k 5.2k 117.49
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN) 0.3 $600k 11k 57.06
Ishares Morningstar Growth Etf Etf (ILCG) 0.3 $595k 5.7k 104.04
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $583k 7.8k 75.05
Blackstone Stock (BX) 0.3 $583k 3.8k 154.14
Coca Cola Stock (KO) 0.3 $557k 8.0k 69.91
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.3 $553k 6.6k 83.75
S&p Global Stock (SPGI) 0.3 $552k 1.1k 522.59
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.3 $546k 5.2k 105.69
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.3 $544k 4.7k 116.97
Home Depot Stock (HD) 0.3 $513k 1.5k 344.23
Jpmorgan Chase & Co Stock (JPM) 0.2 $499k 1.5k 322.22
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $492k 979.00 502.65
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.2 $486k 9.4k 51.87
Coupang Inc Cl A Stock (CPNG) 0.2 $472k 20k 23.59
First Trust Value Line Dividend Index Fund Etf (FVD) 0.2 $468k 10k 46.08
Visa Inc Com Cl A Stock (V) 0.2 $467k 1.3k 350.76
Nextera Energy Stock (NEE) 0.2 $436k 5.4k 80.28
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $418k 5.2k 79.73
Arista Networks Stock (ANET) 0.2 $391k 3.0k 131.03
Ishares Russell 2000 Etf Etf (IWM) 0.2 $376k 1.5k 246.16
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.2 $365k 1.7k 214.69
3M Stock (MMM) 0.2 $365k 2.3k 160.10
Moodys Corp Stock (MCO) 0.2 $359k 702.00 510.85
Ishares Floating Rate Bond Etf Etf (FLOT) 0.2 $349k 6.9k 50.86
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.2 $327k 8.3k 39.35
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.2 $319k 5.3k 60.17
Mcdonalds Corp Stock (MCD) 0.1 $303k 992.00 305.63
Emerson Elec Stock (EMR) 0.1 $301k 2.3k 132.72
American Express Stock (AXP) 0.1 $281k 759.00 369.95
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.1 $278k 5.9k 47.46
Advanced Micro Devices Stock (AMD) 0.1 $278k 1.3k 214.16
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $275k 2.6k 104.07
Exelon Corp Stock (EXC) 0.1 $270k 6.2k 43.59
Janus Henderson Aaa Clo Etf Etf (JAAA) 0.1 $261k 5.2k 50.58
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $256k 2.6k 96.88
Phillips Edison & Co Reit (PECO) 0.1 $255k 7.2k 35.57
Walmart Stock (WMT) 0.1 $253k 2.3k 111.41
Proshares Ultra Semiconductors Etf (USD) 0.1 $249k 4.7k 52.51
Vanguard Mid-cap Etf Etf (VO) 0.1 $249k 857.00 290.22
First Trust Small Cap Growth Alphadex Fund Etf (FYC) 0.1 $248k 2.6k 96.12
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $246k 359.00 684.94
Norfolk Southn Corp Stock (NSC) 0.1 $239k 829.00 288.72
Bank America Corp Stock (BAC) 0.1 $234k 4.3k 55.00
Plymouth Indl Reit Reit 0.1 $226k 10k 21.88
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.1 $223k 4.1k 54.77
Verizon Communications Stock (VZ) 0.1 $217k 5.3k 40.73
Wec Energy Group Stock (WEC) 0.1 $215k 2.0k 105.46
Northrop Grumman Corp Stock (NOC) 0.1 $212k 371.00 570.21
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.1 $205k 4.6k 44.34
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $204k 1.1k 191.56
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.1 $202k 1.3k 155.12
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR) 0.1 $201k 3.1k 65.01