Plotkin Financial Advisors

Plotkin Financial Advisors as of March 31, 2026

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 100 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 10.0 $20M 62k 320.81
Vaneck Semiconductor Etf Etf (SMH) 7.0 $14M 36k 383.40
Invesco Qqq Trust Series I Etf (QQQ) 6.7 $13M 23k 577.19
First Trust Rising Dividend Achievers Etf Etf (RDVY) 6.5 $13M 191k 68.28
Vanguard Dividend Appreciation Etf Etf (VIG) 4.6 $9.3M 43k 215.06
Jpmorgan Ultra-short Income Etf Etf (JPST) 3.9 $7.7M 152k 50.61
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 3.8 $7.5M 120k 62.68
Apple Stock (AAPL) 3.7 $7.3M 29k 253.80
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 3.6 $7.1M 45k 158.92
State Street Spdr S&p 500 Etf Etf (SPY) 3.5 $7.0M 11k 650.34
First Trust Capital Strength Etf Etf (FTCS) 3.0 $6.0M 65k 92.76
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC) 2.8 $5.7M 45k 125.13
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 2.3 $4.5M 19k 239.99
Ft Vest Us Equity Buffer Etf - January Etf (FJAN) 2.0 $4.0M 79k 50.41
First Trust Dow Jones Internet Index Fund Etf (FDN) 1.9 $3.8M 16k 234.03
Nvidia Corporation Stock (NVDA) 1.7 $3.4M 20k 174.40
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 1.5 $3.0M 67k 44.85
First Trust Cloud Computing Etf Etf (SKYY) 1.5 $3.0M 27k 109.36
Proshares Ultra S&p 500 Etf (SSO) 1.4 $2.9M 56k 51.88
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 1.3 $2.6M 27k 96.70
Exxon Mobil Corp Stock (XOM) 1.1 $2.2M 13k 169.66
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 1.0 $2.1M 9.7k 215.98
Schwab U.s. Large-cap Etf Etf (SCHX) 1.0 $2.1M 81k 25.64
First Trust Financials Alphadex Fund Etf (FXO) 0.9 $1.8M 32k 56.19
First Trust Technology Alphadex Fund Etf (FXL) 0.9 $1.8M 11k 158.87
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 0.9 $1.8M 33k 53.40
Amazon Stock (AMZN) 0.9 $1.7M 8.1k 208.27
Pimco Corporate & Income Oppor Cef (PTY) 0.8 $1.6M 131k 12.06
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.8 $1.6M 5.5k 287.61
Procter & Gamble Stock (PG) 0.7 $1.4M 10k 144.44
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.7 $1.4M 24k 56.68
Oracle Corp Stock (ORCL) 0.7 $1.3M 9.0k 147.12
Merck & Co Stock (MRK) 0.6 $1.2M 10k 120.29
First Trust Senior Loan Fund Etf (FTSL) 0.6 $1.2M 26k 44.80
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI) 0.6 $1.2M 46k 25.55
International Business Machs Stock (IBM) 0.6 $1.1M 4.6k 242.39
Vanguard S&p 500 Etf Etf (VOO) 0.5 $1.1M 1.8k 597.55
Microsoft Corp Stock (MSFT) 0.5 $965k 2.6k 370.17
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB) 0.5 $926k 23k 41.09
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.5 $917k 48k 19.00
Meta Platforms Inc Cl A Stock (META) 0.5 $901k 1.6k 572.13
Eli Lilly & Co Stock (LLY) 0.4 $881k 958.00 919.77
Palo Alto Networks Stock (PANW) 0.4 $859k 5.4k 160.32
First Trust Nasdaq-100 Select Equal Weight Etf Etf (QQEW) 0.4 $858k 6.8k 126.97
Johnson & Johnson Stock (JNJ) 0.4 $790k 3.2k 244.44
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $761k 2.7k 286.96
Proshares Ultra Dow30 Etf (DDM) 0.4 $746k 14k 52.05
Coca Cola Stock (KO) 0.3 $609k 8.0k 76.05
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN) 0.3 $594k 11k 56.50
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $586k 7.8k 75.19
Constellation Energy Corp Stock (CEG) 0.3 $578k 2.1k 279.25
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.3 $550k 6.6k 82.75
Ishares Morningstar Growth Etf Etf (ILCG) 0.3 $546k 5.7k 95.48
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.3 $514k 4.4k 115.95
Nextera Energy Stock (NEE) 0.3 $504k 5.4k 92.88
Home Depot Stock (HD) 0.2 $492k 1.5k 329.01
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $492k 1.0k 479.20
First Trust Value Line Dividend Index Fund Etf (FVD) 0.2 $477k 10k 47.03
First Trust Low Duration Opportunities Etf Etf (LMBS) 0.2 $458k 9.2k 49.81
Jpmorgan Chase & Co Stock (JPM) 0.2 $456k 1.5k 294.16
S&p Global Stock (SPGI) 0.2 $450k 1.1k 425.34
Direxion Daily Technology Bull 3x Etf Etf (TECL) 0.2 $448k 5.2k 86.55
Blackstone Stock (BX) 0.2 $435k 3.8k 114.99
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.2 $422k 9.1k 46.16
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.2 $414k 5.2k 80.05
Visa Inc Com Cl A Stock (V) 0.2 $409k 1.4k 302.28
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $401k 5.1k 79.27
Ishares Russell 2000 Etf Etf (IWM) 0.2 $379k 1.5k 248.00
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.2 $372k 1.7k 218.75
Arista Networks Stock (ANET) 0.2 $363k 3.0k 122.78
Ishares Floating Rate Bond Etf Etf (FLOT) 0.2 $349k 6.9k 50.95
Coupang Inc Cl A Stock (CPNG) 0.2 $340k 18k 18.88
3M Stock (MMM) 0.2 $331k 2.3k 145.23
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.2 $330k 8.3k 39.76
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.2 $327k 5.2k 62.56
Mcdonalds Corp Stock (MCD) 0.2 $308k 992.00 310.79
Moodys Corp Stock (MCO) 0.2 $306k 702.00 436.25
Exelon Corp Stock (EXC) 0.2 $304k 6.2k 49.02
Emerson Elec Stock (EMR) 0.2 $302k 2.3k 131.02
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.1 $285k 5.9k 48.49
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $280k 2.6k 106.01
Walmart Stock (WMT) 0.1 $275k 2.2k 124.28
American Express Stock (AXP) 0.1 $273k 904.00 302.48
Advanced Micro Devices Stock (AMD) 0.1 $267k 1.3k 203.43
Verizon Communications Stock (VZ) 0.1 $267k 5.3k 50.20
Janus Henderson Aaa Clo Etf Etf (JAAA) 0.1 $260k 5.2k 50.37
Northrop Grumman Corp Stock (NOC) 0.1 $253k 371.00 682.24
First Trust Small Cap Growth Alphadex Fund Etf (FYC) 0.1 $251k 2.6k 96.98
Vanguard Mid-cap Etf Etf (VO) 0.1 $246k 857.00 287.18
Norfolk Southn Corp Stock (NSC) 0.1 $238k 829.00 287.00
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.1 $238k 4.8k 49.37
Wec Energy Group Stock (WEC) 0.1 $236k 2.0k 115.77
Dimensional Core Fixed Income Etf Etf (DFCF) 0.1 $236k 5.6k 42.22
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.1 $235k 1.5k 161.73
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $235k 359.00 653.21
Proshares Ultra Semiconductors Etf (USD) 0.1 $227k 4.7k 47.95
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $226k 2.2k 100.62
Bank Of Amer Corp Stock (BAC) 0.1 $215k 4.4k 48.75
Ishares Semiconductor Etf Etf (SOXX) 0.1 $205k 624.00 328.66
Kkr Income Opportunities Cef (KIO) 0.1 $142k 13k 11.00