Plotkin Financial Advisors

Plotkin Financial Advisors as of June 30, 2026

Portfolio Holdings for Plotkin Financial Advisors

Plotkin Financial Advisors holds 110 positions in its portfolio as reported in the June 2026 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 $23M 62k 370.04
Vaneck Semiconductor Etf Etf (SMH) 9.1 $22M 34k 655.89
Invesco Qqq Trust Series I Etf (QQQ) 7.2 $17M 24k 736.42
First Trust Rising Dividend Achievers Etf Etf (RDVY) 6.5 $16M 193k 81.06
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 4.5 $11M 120k 89.85
Vanguard Dividend Appreciation Etf Etf (VIG) 4.3 $10M 44k 236.62
Apple Stock (AAPL) 3.5 $8.4M 29k 289.37
First Trust Multi Cap Growth Alphadex Fund Etf (FAD) 3.5 $8.3M 42k 199.97
Jpmorgan Ultra-short Income Etf Etf (JPST) 3.5 $8.3M 165k 50.57
State Street Spdr S&p 500 Etf Etf (SPY) 3.4 $8.1M 11k 746.77
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC) 2.6 $6.3M 44k 141.89
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 2.6 $6.2M 18k 342.83
First Trust Capital Strength Etf Etf (FTCS) 2.3 $5.6M 60k 93.92
Ft Vest Us Equity Buffer Etf - January Etf (FJAN) 1.8 $4.4M 79k 55.09
First Trust Dow Jones Internet Index Fund Etf (FDN) 1.7 $4.1M 15k 264.72
Nvidia Corporation Stock (NVDA) 1.6 $3.9M 20k 200.09
First Trust Cloud Computing Etf Etf (SKYY) 1.5 $3.6M 26k 134.56
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 1.3 $3.2M 9.6k 334.69
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 1.3 $3.2M 70k 45.70
Proshares Ultra S&p 500 Etf (SSO) 1.3 $3.1M 47k 67.38
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 1.1 $2.7M 26k 103.96
First Trust Technology Alphadex Fund Etf (FXL) 1.0 $2.4M 11k 217.22
Schwab U.s. Large-cap Etf Etf (SCHX) 1.0 $2.4M 82k 29.43
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.8 $2.0M 5.7k 357.37
Amazon Stock (AMZN) 0.8 $2.0M 8.3k 238.34
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 0.8 $1.9M 33k 58.49
Palo Alto Networks Stock (PANW) 0.7 $1.8M 5.3k 341.02
Exxonmobil Holdings Corp Stock 0.7 $1.8M 13k 136.72
First Trust Financials Alphadex Fund Etf (FXO) 0.7 $1.8M 29k 62.46
Pimco Corporate & Income Oppor Cef (PTY) 0.6 $1.5M 128k 12.03
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI) 0.6 $1.5M 51k 29.40
Procter & Gamble Stock (PG) 0.6 $1.5M 10k 146.64
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.6 $1.3M 24k 56.48
Oracle Corp Stock (ORCL) 0.6 $1.3M 9.1k 146.57
Merck & Co Stock (MRK) 0.5 $1.3M 10k 128.50
International Business Machs Stock (IBM) 0.5 $1.3M 4.6k 281.21
Vanguard S&p 500 Etf Etf (VOO) 0.5 $1.3M 1.8k 686.81
Direxion Daily Technology Bull 3x Etf Etf (TECL) 0.5 $1.2M 5.2k 230.76
First Trust Senior Loan Fund Etf (FTSL) 0.5 $1.2M 26k 44.75
Eli Lilly & Co Stock (LLY) 0.5 $1.2M 964.00 1199.43
First Trust Nasdaq-100 Select Equal Weight Etf Etf (QQEW) 0.4 $1.1M 6.7k 159.60
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.4 $1.1M 55k 19.29
Microsoft Corp Stock (MSFT) 0.4 $1.1M 2.8k 373.02
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $943k 2.7k 353.33
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB) 0.4 $909k 21k 44.03
Meta Platforms Inc Cl A Stock (META) 0.4 $898k 1.6k 563.29
Proshares Ultra Dow30 Etf (DDM) 0.3 $825k 13k 65.53
Johnson & Johnson Stock (JNJ) 0.3 $821k 3.2k 253.97
Advanced Micro Devices Stock (AMD) 0.3 $762k 1.3k 580.91
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.3 $722k 8.0k 90.10
Direxion Daily Semiconductor Bull 3x Etf Etf (SOXL) 0.3 $721k 2.7k 266.71
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.3 $690k 4.4k 155.59
Ishares Morningstar Growth Etf Etf (ILCG) 0.3 $676k 5.8k 117.02
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $669k 1.3k 500.39
Coca Cola Stock (KO) 0.3 $651k 8.0k 81.27
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN) 0.3 $630k 11k 59.95
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.2 $590k 7.1k 82.65
Arista Networks Stock (ANET) 0.2 $570k 3.4k 169.88
Jpmorgan Chase & Co Stock (JPM) 0.2 $543k 1.7k 327.33
Home Depot Stock (HD) 0.2 $528k 1.5k 352.81
Constellation Energy Corp Stock (CEG) 0.2 $514k 2.1k 248.37
First Trust Low Duration Opportunities Etf Etf (LMBS) 0.2 $505k 10k 49.78
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT) 0.2 $502k 8.9k 56.26
First Trust Value Line Dividend Index Fund Etf (FVD) 0.2 $489k 10k 48.18
Ishares Russell 2000 Etf Etf (IWM) 0.2 $488k 1.6k 300.45
Visa Inc Com Cl A Stock (V) 0.2 $485k 1.4k 343.14
Nextera Energy Stock (NEE) 0.2 $476k 5.4k 87.77
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.2 $476k 5.3k 90.60
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $447k 5.7k 79.03
Proshares Ultra Semiconductors Etf (USD) 0.2 $446k 4.3k 104.26
Blackstone Stock (BX) 0.2 $445k 3.8k 117.67
First Trust Enhanced Short Maturity Etf Etf (FTSM) 0.2 $435k 7.3k 59.73
S&p Global Stock (SPGI) 0.2 $422k 1.0k 407.26
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.2 $412k 1.7k 242.42
3M Stock (MMM) 0.2 $369k 2.3k 161.91
American Express Stock (AXP) 0.1 $356k 1.1k 338.25
Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $350k 6.9k 51.05
Micron Technology Stock (MU) 0.1 $350k 303.00 1154.29
Ft Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.1 $339k 8.3k 40.88
Emerson Elec Stock (EMR) 0.1 $330k 2.3k 143.15
First Trust Small Cap Growth Alphadex Fund Etf (FYC) 0.1 $325k 2.6k 127.34
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.1 $325k 5.2k 62.20
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.1 $320k 1.7k 185.23
Moodys Corp Stock (MCO) 0.1 $318k 702.00 452.92
Coupang Inc Cl A Stock (CPNG) 0.1 $313k 18k 17.37
Vanguard Extended Market Etf Etf (VXF) 0.1 $309k 1.3k 246.21
Ft Vest Us Equity Buffer Etf - March Etf (FMAR) 0.1 $302k 5.8k 52.26
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $296k 5.3k 56.16
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.1 $296k 5.5k 53.61
Dimensional Core Fixed Income Etf Etf (DFCF) 0.1 $294k 7.0k 42.21
Applied Matls Stock (AMAT) 0.1 $289k 400.00 723.00
Exelon Corp Stock (EXC) 0.1 $289k 6.2k 46.62
Ishares Semiconductor Etf Etf (SOXX) 0.1 $288k 450.00 640.76
Vanguard Mid-cap Etf Etf (VO) 0.1 $276k 3.4k 80.57
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $269k 359.00 748.89
Mcdonalds Corp Stock (MCD) 0.1 $268k 992.00 270.31
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $264k 2.2k 117.50
Norfolk Southn Corp Stock (NSC) 0.1 $261k 829.00 314.59
Janus Henderson Aaa Clo Etf Etf (JAAA) 0.1 $261k 5.2k 50.49
Bank Of Amer Corp Stock (BAC) 0.1 $251k 4.4k 56.98
Walmart Stock (WMT) 0.1 $244k 2.2k 113.26
Intel Corp Stock (INTC) 0.1 $243k 1.7k 139.63
Wec Energy Group Stock (WEC) 0.1 $238k 2.0k 116.77
Verizon Communications Stock (VZ) 0.1 $225k 5.3k 42.34
M & T Bk Corp Stock (MTB) 0.1 $215k 905.00 238.01
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR) 0.1 $215k 3.1k 69.50
State Street Us Sector Rotation Etf Etf (XLSR) 0.1 $214k 3.3k 64.86
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL) 0.1 $204k 4.2k 48.81
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $202k 386.00 522.39
Kkr Income Opportunities Cef (KIO) 0.1 $146k 13k 11.26