The Analysis of Plotkin Financial Advisors, LLC's Holdings
Currently, Plotkin Financial Advisors, LLC holds 104 types of securities in its portfolio with a total value $202.3M. In the most recent quarter, they have increased their positions in NVDA (+3.7K shares, valued at $684.7K), RDVY (+10.2K shares, valued at $682.9K), JPST (+11.2K shares, valued at $569.7K); decreased their positions in MOAT (-4.3K shares, valued at $425.4K), FTCS (-1.4K shares, valued at $134.6K), JEPI (-2.3K shares, valued at $132.4K); initiated new positions in ILCG (+4.9K shares, valued at $515.2K), FLOT (+5.8K shares, valued at $296.3K), JAAA (+5.2K shares, valued at $262.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD TOTAL STOCK MARKET ETF58.3K shares2.51%2025-09-302025-11-14
QQQ INVESCO QQQ TRUST SERIES I21.8K shares3.87%2025-09-302025-11-14 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF184.3K shares5.83%2025-09-302025-11-14 SMH VANECK SEMICONDUCTOR ETF36.2K shares2.05%2025-09-302025-11-14 MOAT VANECK MORNINGSTAR WIDE MOAT ETF111.2K shares-3.72%2025-09-302025-11-14 VIG VANGUARD DIVIDEND APPRECIATION ETF43.1K shares4.02%2025-09-302025-11-14 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF117.2K shares1.69%2025-09-302025-11-14 FAD FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND45.6K shares0.07%2025-09-302025-11-14 AAPL APPLE INC COM28.5K shares0.00%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TRUST9.8K shares7.18%2025-09-302025-11-14 FTCS FIRST TRUST CAPITAL STRENGTH ETF67.5K shares-2.08%2025-09-302025-11-14 JPST JPMORGAN ULTRA-SHORT INCOME ETF116.0K shares10.72%2025-09-302025-11-14 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF19.3K shares-0.54%2025-09-302025-11-14 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND16.2K shares-0.01%2025-09-302025-11-14 FJAN FT VEST US EQUITY BUFFER ETF - JANUARY75.8K shares-0.21%2025-09-302025-11-14 SKYY FIRST TRUST CLOUD COMPUTING ETF28.2K shares-0.04%2025-09-302025-11-14 NVDA NVIDIA CORPORATION COM19.9K shares22.66%2025-09-302025-11-14 SSO PROSHARES ULTRA S&P 50029.7K shares-0.16%2025-09-302025-11-14 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF60.5K shares0.21%2025-09-302025-11-14 ORCL ORACLE CORP COM9.0K shares0.37%2025-09-302025-11-14 QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND10.0K shares0.18%2025-09-302025-11-14 SCHX SCHWAB U.S. LARGE-CAP ETF79.5K shares-0.03%2025-09-302025-11-14 FXO FIRST TRUST FINANCIALS ALPHADEX FUND33.7K shares-0.25%2025-09-302025-11-14 FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND11.1K shares0.00%2025-09-302025-11-14 PTY PIMCO CORPORATE & INCOME OPPOR COM125.0K shares-1.32%2025-09-302025-11-14 AMZN AMAZON COM INC COM8.0K shares1.19%2025-09-302025-11-14 FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER32.8K shares-0.92%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO COM10.0K shares0.52%2025-09-302025-11-14 XOM EXXON MOBIL CORP COM13.1K shares1.31%2025-09-302025-11-14 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF23.5K shares-8.98%2025-09-302025-11-14 GOOGL ALPHABET INC CAP STK CL A5.4K shares0.00%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS COM4.6K shares0.00%2025-09-302025-11-14 MSFT MICROSOFT CORP COM2.2K shares3.40%2025-09-302025-11-14 VOO VANGUARD S&P 500 ETF1.8K shares-7.47%2025-09-302025-11-14 FTSL FIRST TRUST SENIOR LOAN FUND22.7K shares26.99%2025-09-302025-11-14 GFEB FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY25.3K shares-1.54%2025-09-302025-11-14 QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND6.8K shares0.93%2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC COM4.7K shares39.55%2025-09-302025-11-14 RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF34.8K shares2.70%2025-09-302025-11-14 MRK MERCK & CO INC COM10.1K shares0.00%2025-09-302025-11-14 META META PLATFORMS INC CL A1.1K shares5.95%2025-09-302025-11-14 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF6.1K shares116.32%2025-09-302025-11-14 DDM PROSHARES ULTRA DOW307.3K shares-2.10%2025-09-302025-11-14 LLY ELI LILLY & CO COM954 shares0.00%2025-09-302025-11-14 FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF37.4K shares28.29%2025-09-302025-11-14 CEG CONSTELLATION ENERGY CORP COM2.1K shares0.00%2025-09-302025-11-14 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF5.7K shares0.00%2025-09-302025-11-14 BX BLACKSTONE INC COM3.8K shares0.00%2025-09-302025-11-14 TECL DIREXION DAILY TECHNOLOGY BULL 3X SHARES5.2K shares1.51%2025-09-302025-11-14 CPNG COUPANG INC CL A20.0K shares0.00%2025-09-302025-11-14 GOOG ALPHABET INC CAP STK CL C2.6K shares0.00%2025-09-302025-11-14 HD HOME DEPOT INC COM1.5K shares0.00%2025-09-302025-11-14 FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE10.5K shares0.00%2025-09-302025-11-14 SPHQ INVESCO S&P 500 QUALITY ETF7.8K shares0.00%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON COM3.0K shares0.00%2025-09-302025-11-14 KO COCA COLA CO COM8.0K shares0.00%2025-09-302025-11-14 ILCG ISHARES MORNINGSTAR GROWTH ETF4.9K sharesnew addition2025-09-302025-11-14 SPGI S&P GLOBAL INC COM1.1K shares0.00%2025-09-302025-11-14 SPHB INVESCO S&P 500 HIGH BETA ETF4.7K shares0.00%2025-09-302025-11-14 ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF9.4K shares0.00%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW979 shares22.68%2025-09-302025-11-14 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF5.8K shares6.95%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO. COM1.5K shares1.69%2025-09-302025-11-14 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND10.1K shares0.00%2025-09-302025-11-14 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF5.5K shares-0.98%2025-09-302025-11-14 V VISA INC COM CL A1.2K shares2.04%2025-09-302025-11-14 IWM ISHARES RUSSELL 2000 ETF1.7K shares-16.14%2025-09-302025-11-14 ANET ARISTA NETWORKS INC COM SHS2.8K shares6.37%2025-09-302025-11-14 NEE NEXTERA ENERGY INC COM5.4K shares0.00%2025-09-302025-11-14 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF1.7K shares0.00%2025-09-302025-11-14 MMM 3M CO COM2.3K shares0.00%2025-09-302025-11-14 MCO MOODYS CORP COM702 shares0.00%2025-09-302025-11-14 COWZ PACER US CASH COWS 100 ETF5.7K shares-25.68%2025-09-302025-11-14 DAPR FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL8.3K shares-0.04%2025-09-302025-11-14 MCD MCDONALDS CORP COM992 shares0.00%2025-09-302025-11-14 EMR EMERSON ELEC CO COM2.3K shares0.00%2025-09-302025-11-14 FLOT ISHARES FLOATING RATE BOND ETF5.8K sharesnew addition2025-09-302025-11-14 EXC EXELON CORP COM6.2K shares0.00%2025-09-302025-11-14 FMAR FT VEST US EQUITY BUFFER ETF - MARCH6.0K shares-9.50%2025-09-302025-11-14 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF2.6K shares0.00%2025-09-302025-11-14 JAAA JANUS HENDERSON AAA CLO ETF5.2K sharesnew addition2025-09-302025-11-14 IJK ISHARES S&P MID-CAP 400 GROWTH ETF2.6K shares0.00%2025-09-302025-11-14 VO VANGUARD MID-CAP ETF857 shares0.00%2025-09-302025-11-14 NSC NORFOLK SOUTHN CORP COM829 shares0.00%2025-09-302025-11-14 WMT WALMART INC COM2.4K shares-1.68%2025-09-302025-11-14 PECO PHILLIPS EDISON & CO INC COMMON STOCK7.2K shares0.00%2025-09-302025-11-14 IVV ISHARES CORE S&P 500 ETF359 shares0.00%2025-09-302025-11-14 USD PROSHARES ULTRA SEMICONDUCTORS2.4K sharesnew addition2025-09-302025-11-14 FYC FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND2.6K shares0.00%2025-09-302025-11-14 WEC WEC ENERGY GROUP INC COM2.0K shares0.00%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC COM5.3K shares0.00%2025-09-302025-11-14 PLYM PLYMOUTH INDL REIT INC COM10.3K shares0.00%2025-09-302025-11-14 TJUL INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 20277.8K shares-29.00%2025-09-302025-11-14 NOC NORTHROP GRUMMAN CORP COM371 sharesnew addition2025-09-302025-11-14 AXP AMERICAN EXPRESS CO COM666 sharesnew addition2025-09-302025-11-14 BAC BANK AMERICA CORP COM4.3K shares-6.59%2025-09-302025-11-14 XLF FINANCIAL SELECT SECTOR SPDR FUND4.1K shares0.00%2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC COM1.3K sharesnew addition2025-09-302025-11-14 RSP INVESCO S&P 500 EQUAL WEIGHT ETF1.1K sharesnew addition2025-09-302025-11-14 ABT ABBOTT LABS COM1.5K shares0.00%2025-09-302025-11-14 XLI INDUSTRIAL SELECT SECTOR SPDR FUND1.3K sharesnew addition2025-09-302025-11-14 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND4.6K sharesnew addition2025-09-302025-11-14 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF3.1K sharesnew addition2025-09-302025-11-14 KIO KKR INCOME OPPORTUNITIES FD COM12.9K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available