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The Analysis of Plotkin Financial Advisors, LLC's Holdings & P&L

Currently, Plotkin Financial Advisors, LLC holds 100 types of securities in its portfolio with a total value $199.1M. In the most recent quarter, they have increased their positions in JPST (+22.2K shares, valued at $1.1M), SPY (+744 shares, valued at $483.9K), LMBS (+9.2K shares, valued at $458.3K); decreased their positions in GSLC (-2.7K shares, valued at $343.1K), SSO (-3.1K shares, valued at $160.2K), NVDA (-685 shares, valued at $119.5K); initiated new positions in LMBS (+9.2K shares, valued at $458.3K), DFCF (+5.6K shares, valued at $235.5K), SOXX (+624 shares, valued at $205.1K).

1M P&L

+13.7M+7.15%

3M P&L

+19.4M+10.46%

HY P&L

+25.4M+14.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A152.2M

82.6%

2Consumer Electronics7.7M

4.2%

3Semiconductors4.0M

2.2%

Top Industries by Stock Count

1N/A57 stocks

62.6%

2Software - Infrastructure3 stocks

3.3%

3Banks - Diversified2 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD TOTAL STOCK MARKET ETF62.0K shares2.11%2026-03-312026-05-11

SMH VANECK SEMICONDUCTOR ETF36.4K shares-0.28%2026-03-312026-05-11

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I23.2K shares0.92%2026-03-312026-05-11

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF190.6K shares1.38%2026-03-312026-05-11

VIG VANGUARD DIVIDEND APPRECIATION ETF43.0K shares0.34%2026-03-312026-05-11

JPST JPMORGAN ULTRA-SHORT INCOME ETF151.8K shares17.15%2026-03-312026-05-11

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF119.9K shares1.31%2026-03-312026-05-11

AAPL APPLE INC COM29.0K shares2.07%2026-03-312026-05-11

Sponsored

FAD FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND44.7K shares-0.53%2026-03-312026-05-11

SPY STATE STREET SPDR S&P 500 ETF10.8K shares7.38%2026-03-312026-05-11

FTCS FIRST TRUST CAPITAL STRENGTH ETF64.9K shares-1.39%2026-03-312026-05-11

GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF45.3K shares-5.71%2026-03-312026-05-11

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF18.9K shares-0.22%2026-03-312026-05-11

FJAN FT VEST US EQUITY BUFFER ETF - JANUARY79.1K shares5.76%2026-03-312026-05-11

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND16.1K shares0.00%2026-03-312026-05-11

NVDA NVIDIA CORPORATION COM19.5K shares-3.39%2026-03-312026-05-11

Sponsored

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF66.7K shares6.51%2026-03-312026-05-11

SKYY FIRST TRUST CLOUD COMPUTING ETF27.3K shares-1.42%2026-03-312026-05-11

SSO PROSHARES ULTRA S&P 50055.6K shares-5.26%2026-03-312026-05-11

MOAT VANECK MORNINGSTAR WIDE MOAT ETF27.0K shares-1.52%2026-03-312026-05-11

XOM EXXON MOBIL CORP COM13.1K shares0.00%2026-03-312026-05-11

QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND9.7K shares-3.10%2026-03-312026-05-11

SCHX SCHWAB U.S. LARGE-CAP ETF81.1K shares2.06%2026-03-312026-05-11

FXO FIRST TRUST FINANCIALS ALPHADEX FUND32.3K shares-3.96%2026-03-312026-05-11

Sponsored

FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND11.1K shares0.00%2026-03-312026-05-11

FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER32.8K shares-0.09%2026-03-312026-05-11

AMZN AMAZON COM INC COM8.1K shares0.01%2026-03-312026-05-11

PTY PIMCO CORPORATE & INCOME OPPOR COM131.4K shares3.41%2026-03-312026-05-11

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A5.5K shares-0.07%2026-03-312026-05-11

PG PROCTER & GAMBLE CO COM10.0K shares-0.04%2026-03-312026-05-11

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF24.3K shares5.55%2026-03-312026-05-11

ORCL ORACLE CORP COM9.0K shares0.18%2026-03-312026-05-11

Sponsored

MERCK & CO INC COM MERCK & CO INC COM10.1K shares0.29%2026-03-312026-05-11

FTSL FIRST TRUST SENIOR LOAN FUND26.4K shares2.90%2026-03-312026-05-11

RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF46.1K shares10.57%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS COM4.6K shares0.00%2026-03-312026-05-11

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF1.8K shares-0.28%2026-03-312026-05-11

MSFT MICROSOFT CORP COM2.6K shares22.68%2026-03-312026-05-11

GFEB FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY22.5K shares0.00%2026-03-312026-05-11

FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF48.2K shares8.15%2026-03-312026-05-11

Sponsored

META META PLATFORMS INC CL A1.6K shares6.35%2026-03-312026-05-11

LLY ELI LILLY & CO COM958 shares0.42%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC COM5.4K shares9.80%2026-03-312026-05-11

QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF6.8K shares0.00%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON COM3.2K shares7.34%2026-03-312026-05-11

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C2.7K shares0.42%2026-03-312026-05-11

DDM PROSHARES ULTRA DOW3014.3K shares-1.23%2026-03-312026-05-11

KO COCA COLA CO COM8.0K shares0.62%2026-03-312026-05-11

Sponsored

FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE10.5K shares0.00%2026-03-312026-05-11

SPHQ INVESCO S&P 500 QUALITY ETF7.8K shares0.32%2026-03-312026-05-11

CEG CONSTELLATION ENERGY CORP COM2.1K shares0.39%2026-03-312026-05-11

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF6.6K shares0.67%2026-03-312026-05-11

ILCG ISHARES MORNINGSTAR GROWTH ETF5.7K shares0.00%2026-03-312026-05-11

SPHB INVESCO S&P 500 HIGH BETA ETF4.4K shares-4.60%2026-03-312026-05-11

NEE NEXTERA ENERGY INC COM5.4K shares0.00%2026-03-312026-05-11

HD HOME DEPOT INC COM1.5K shares0.34%2026-03-312026-05-11

Sponsored

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW1.0K shares4.80%2026-03-312026-05-11

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND10.1K shares0.00%2026-03-312026-05-11

LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF9.2K sharesnew addition2026-03-312026-05-11

JPM JPMORGAN CHASE & CO COM1.5K shares0.00%2026-03-312026-05-11

SPGI S&P GLOBAL INC COM1.1K shares0.00%2026-03-312026-05-11

TECL DIREXION DAILY TECHNOLOGY BULL 3X ETF5.2K shares0.00%2026-03-312026-05-11

BLACKSTONE INC COM BLACKSTONE INC COM3.8K shares0.00%2026-03-312026-05-11

ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF9.1K shares-2.51%2026-03-312026-05-11

Sponsored

IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF5.2K shares0.00%2026-03-312026-05-11

V VISA INC COM CL A1.4K shares1.73%2026-03-312026-05-11

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF5.1K shares-3.45%2026-03-312026-05-11

IWM ISHARES RUSSELL 2000 ETF1.5K shares0.00%2026-03-312026-05-11

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF1.7K shares0.00%2026-03-312026-05-11

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS3.0K shares-0.80%2026-03-312026-05-11

FLOT ISHARES FLOATING RATE BOND ETF6.9K shares0.00%2026-03-312026-05-11

CPNG COUPANG INC CL A18.0K shares-10.00%2026-03-312026-05-11

Sponsored

MMM 3M CO COM2.3K shares0.00%2026-03-312026-05-11

DAPR FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL8.3K shares0.00%2026-03-312026-05-11

COWZ PACER US CASH COWS 100 ETF5.2K shares-1.36%2026-03-312026-05-11

MCD MCDONALDS CORP COM992 shares0.00%2026-03-312026-05-11

MCO MOODYS CORP COM702 shares0.00%2026-03-312026-05-11

EXC EXELON CORP COM6.2K shares0.00%2026-03-312026-05-11

EMR EMERSON ELEC CO COM2.3K shares1.68%2026-03-312026-05-11

FMAR FT VEST US EQUITY BUFFER ETF - MARCH5.9K shares0.10%2026-03-312026-05-11

Sponsored

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF2.6K shares0.00%2026-03-312026-05-11

WMT WALMART INC COM2.2K shares-2.56%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO COM904 shares19.10%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC COM1.3K shares1.16%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC COM5.3K shares0.00%2026-03-312026-05-11

JAAA JANUS HENDERSON AAA CLO ETF5.2K shares0.00%2026-03-312026-05-11

NOC NORTHROP GRUMMAN CORP COM371 shares0.00%2026-03-312026-05-11

FYC FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND2.6K shares0.00%2026-03-312026-05-11

Sponsored

VO VANGUARD MID-CAP ETF857 shares0.00%2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP COM829 shares0.00%2026-03-312026-05-11

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF4.8K shares18.50%2026-03-312026-05-11

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM2.0K shares0.00%2026-03-312026-05-11

DFCF DIMENSIONAL CORE FIXED INCOME ETF5.6K sharesnew addition2026-03-312026-05-11

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF1.4K shares11.54%2026-03-312026-05-11

IVV ISHARES CORE S&P 500 ETF359 shares0.00%2026-03-312026-05-11

USD PROSHARES ULTRA SEMICONDUCTORS4.7K shares0.00%2026-03-312026-05-11

Sponsored

IJK ISHARES S&P MID-CAP 400 GROWTH ETF2.2K shares-15.13%2026-03-312026-05-11

BAC BANK OF AMER CORP COM4.4K shares3.76%2026-03-312026-05-11

SOXX ISHARES SEMICONDUCTOR ETF624 sharesnew addition2026-03-312026-05-11

KIO KKR INCOME OPPORTUNITIES FD COM12.9K sharesnew addition2026-03-312026-05-11

VTI

VANGUARD TOTAL STOCK MARKET ETF

2.11%

Shares62.0K

Event2026-03-31

Filed2026-05-11

SMH

VANECK SEMICONDUCTOR ETF

-0.28%

Shares36.4K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TRUST SERIES I

0.92%

Shares23.2K

Event2026-03-31

Filed2026-05-11

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

1.38%

Shares190.6K

Event2026-03-31

Filed2026-05-11

VIG

VANGUARD DIVIDEND APPRECIATION ETF

0.34%

Shares43.0K

Event2026-03-31

Filed2026-05-11

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

17.15%

Shares151.8K

Event2026-03-31

Filed2026-05-11

CIBR

FIRST TRUST NASDAQ CYBERSECURITY ETF

1.31%

Shares119.9K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC COM

2.07%

Shares29.0K

Event2026-03-31

Filed2026-05-11

FAD

FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND

-0.53%

Shares44.7K

Event2026-03-31

Filed2026-05-11

SPY

STATE STREET SPDR S&P 500 ETF

7.38%

Shares10.8K

Event2026-03-31

Filed2026-05-11

FTCS

FIRST TRUST CAPITAL STRENGTH ETF

-1.39%

Shares64.9K

Event2026-03-31

Filed2026-05-11

GSLC

TR ACTIVEBETA US LARGE CAP EQUITY ETF

-5.71%

Shares45.3K

Event2026-03-31

Filed2026-05-11

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

-0.22%

Shares18.9K

Event2026-03-31

Filed2026-05-11

FJAN

FT VEST US EQUITY BUFFER ETF - JANUARY

5.76%

Shares79.1K

Event2026-03-31

Filed2026-05-11

FDN

FIRST TRUST DOW JONES INTERNET INDEX FUND

0.00%

Shares16.1K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION COM

-3.39%

Shares19.5K

Event2026-03-31

Filed2026-05-11

DIVO

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

6.51%

Shares66.7K

Event2026-03-31

Filed2026-05-11

SKYY

FIRST TRUST CLOUD COMPUTING ETF

-1.42%

Shares27.3K

Event2026-03-31

Filed2026-05-11

SSO

PROSHARES ULTRA S&P 500

-5.26%

Shares55.6K

Event2026-03-31

Filed2026-05-11

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

-1.52%

Shares27.0K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP COM

0.00%

Shares13.1K

Event2026-03-31

Filed2026-05-11

QTEC

FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND

-3.10%

Shares9.7K

Event2026-03-31

Filed2026-05-11

SCHX

SCHWAB U.S. LARGE-CAP ETF

2.06%

Shares81.1K

Event2026-03-31

Filed2026-05-11

FXO

FIRST TRUST FINANCIALS ALPHADEX FUND

-3.96%

Shares32.3K

Event2026-03-31

Filed2026-05-11

FXL

FIRST TRUST TECHNOLOGY ALPHADEX FUND

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-11

FNOV

FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER

-0.09%

Shares32.8K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC COM

0.01%

Shares8.1K

Event2026-03-31

Filed2026-05-11

PTY

PIMCO CORPORATE & INCOME OPPOR COM

3.41%

Shares131.4K

Event2026-03-31

Filed2026-05-11

ALPHABET INC CAP STK CL A

-0.07%

Shares5.5K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO COM

-0.04%

Shares10.0K

Event2026-03-31

Filed2026-05-11

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

5.55%

Shares24.3K

Event2026-03-31

Filed2026-05-11

ORCL

ORACLE CORP COM

0.18%

Shares9.0K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC COM

0.29%

Shares10.1K

Event2026-03-31

Filed2026-05-11

FTSL

FIRST TRUST SENIOR LOAN FUND

2.90%

Shares26.4K

Event2026-03-31

Filed2026-05-11

RDVI

FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF

10.57%

Shares46.1K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHS COM

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-11

VANGUARD S&P 500 ETF

-0.28%

Shares1.8K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP COM

22.68%

Shares2.6K

Event2026-03-31

Filed2026-05-11

GFEB

FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY

0.00%

Shares22.5K

Event2026-03-31

Filed2026-05-11

FPEI

FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF

8.15%

Shares48.2K

Event2026-03-31

Filed2026-05-11