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Plotkin Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Plotkin Financial Advisors, LLC

Investment Activity

  • Plotkin Financial Advisors, LLC has $199.11 million in total holdings as of March 31, 2026.
  • Plotkin Financial Advisors, LLC owns shares of 100 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
  • Approximately 2.49% of the portfolio was purchased this quarter.
  • About 1.14% of the portfolio was sold this quarter.
  • This quarter, Plotkin Financial Advisors, LLC has purchased 101 new stocks and bought additional shares in 39 stocks.
  • Plotkin Financial Advisors, LLC sold shares of 24 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

33739Q200 - First Trust Low Duration Opportunities ETF
$458,252 Holding
25434V872 - Dimensional Core Fixed Income ETF
$235,545 Holding
464287523 - iShares Semiconductor ETF
$205,083 Holding
48249T106 - KKR Income Opportunities Fund
$142,318 Holding

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF
22,223 shares (about $1.12M)
SPDR S&P 500 ETF Trust
744 shares (about $483.85K)
First Trust Low Duration Opportunities ETF
9,200 shares (about $458.25K)
Vanguard Total Stock Market ETF
1,281 shares (about $410.96K)
Dimensional Core Fixed Income ETF
5,579 shares (about $235.55K)

Largest Sales this Quarter

ProShares Ultra S&P500
3,088 shares (about $160.21K)
NVIDIA
685 shares (about $119.46K)
First Trust Capital Strength ETF
914 shares (about $84.78K)
First Trust Financials AlphaDEX Fund
1,331 shares (about $74.79K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPlotkin Financial Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$19,901,769$410,958 â–²2.1%62,03610.0%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$13,974,163$39,107 â–¼-0.3%36,4487.0%Manufacturing
Invesco QQQ stock logo
QQQ
Invesco QQQ
$13,403,561$121,788 â–²0.9%23,2226.7%Finance
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$13,016,694$176,640 â–²1.4%190,6376.5%Manufacturing
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$9,250,784$31,399 â–²0.3%43,0144.6%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$7,680,877$1,124,706 â–²17.2%151,7663.9%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$7,515,582$96,841 â–²1.3%119,9043.8%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$7,349,183$148,725 â–²2.1%28,9573.7%Computer and Technology
First Trust Multi Cap Growth AlphaDEX Fund stock logo
FAD
First Trust Multi Cap Growth AlphaDEX Fund
$7,098,445$38,141 â–¼-0.5%44,6663.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$7,041,881$483,853 â–²7.4%10,8283.5%Finance
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$6,018,918$84,783 â–¼-1.4%64,8873.0%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$5,669,139$343,106 â–¼-5.7%45,3062.8%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$4,540,370$9,840 â–¼-0.2%18,9192.3%ETF
FT Vest U.S. Equity Buffer ETF - January stock logo
FJAN
FT Vest U.S. Equity Buffer ETF - January
$3,987,935$217,116 â–²5.8%79,1102.0%ETF
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$3,758,2870.0%16,0591.9%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,405,334$119,464 â–¼-3.4%19,5261.7%Computer and Technology
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$2,991,450$182,943 â–²6.5%66,6991.5%ETF
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$2,989,464$43,088 â–¼-1.4%27,3361.5%Manufacturing
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$2,884,439$160,206 â–¼-5.3%55,5981.4%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$2,607,225$40,130 â–¼-1.5%26,9621.3%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,223,0540.0%13,1031.1%Energy
First Trust NASDAQ-100 Technology Sector Index Fund stock logo
QTEC
First Trust NASDAQ-100 Technology Sector Index Fund
$2,087,014$66,738 â–¼-3.1%9,6631.0%Manufacturing
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2,079,506$41,973 â–²2.1%81,1041.0%ETF
First Trust Financials AlphaDEX Fund stock logo
FXO
First Trust Financials AlphaDEX Fund
$1,816,060$74,789 â–¼-4.0%32,3200.9%ETF
First Trust Technology AlphaDEX Fund stock logo
FXL
First Trust Technology AlphaDEX Fund
$1,766,3160.0%11,1180.9%ETF
FT Vest U.S. Equity Buffer ETF - November stock logo
FNOV
FT Vest U.S. Equity Buffer ETF - November
$1,750,097$1,655 â–¼-0.1%32,7760.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,693,859$208 â–²0.0%8,1330.9%Retail/Wholesale
Pimco Corporate & Income Opportunity Fund stock logo
PTY
Pimco Corporate & Income Opportunity Fund
$1,585,130$52,280 â–²3.4%131,4370.8%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,573,519$1,150 â–¼-0.1%5,4710.8%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,446,855$578 â–¼0.0%10,0170.7%Consumer Staples
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,377,550$72,380 â–²5.5%24,3040.7%ETF
Oracle Corporation stock logo
ORCL
Oracle
$1,328,762$2,354 â–²0.2%9,0320.7%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,218,657$3,488 â–²0.3%10,1310.6%Medical
First Trust Senior Loan ETF stock logo
FTSL
First Trust Senior Loan ETF
$1,182,003$33,331 â–²2.9%26,3840.6%Manufacturing
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$1,179,081$112,675 â–²10.6%46,1480.6%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,103,3590.0%4,5520.6%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,076,785$2,988 â–¼-0.3%1,8020.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$965,033$178,422 â–²22.7%2,6070.5%Computer and Technology
FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY
$925,6340.0%22,5270.5%ETF
First Trust Institutional Preferred Securities and Income ETF stock logo
FPEI
First Trust Institutional Preferred Securities and Income ETF
$916,484$69,065 â–²8.2%48,2360.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$900,532$53,780 â–²6.4%1,5740.5%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$881,139$3,679 â–²0.4%9580.4%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$858,994$76,633 â–²9.8%5,3580.4%Computer and Technology
First Trust NASDAQ-100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ-100 Equal Weighted Index Fund
$857,8320.0%6,7560.4%Manufacturing
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$790,274$54,021 â–²7.3%3,2330.4%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$760,742$3,157 â–²0.4%2,6510.4%Computer and Technology
ProShares Ultra Dow30 stock logo
DDM
ProShares Ultra Dow30
$745,564$9,265 â–¼-1.2%14,3240.4%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$609,084$3,726 â–²0.6%8,0090.3%Consumer Staples
FT Vest U.S. Equity Buffer ETF - June stock logo
FJUN
FT Vest U.S. Equity Buffer ETF - June
$593,7900.0%10,5090.3%Manufacturing
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$586,030$1,880 â–²0.3%7,7940.3%ETF
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$578,326$2,234 â–²0.4%2,0710.3%Energy
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$549,873$3,641 â–²0.7%6,6450.3%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$545,6680.0%5,7150.3%ETF
Invesco S&P 500 High Beta ETF stock logo
SPHB
Invesco S&P 500 High Beta ETF
$514,354$24,813 â–¼-4.6%4,4360.3%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$503,8740.0%5,4250.3%Utilities
The Home Depot, Inc. stock logo
HD
Home Depot
$492,206$1,645 â–²0.3%1,4960.2%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$491,659$22,522 â–²4.8%1,0260.2%Finance
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$477,1660.0%10,1460.2%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$458,252$458,252 â–²New Holding9,2000.2%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$455,6530.0%1,5490.2%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$449,5840.0%1,0570.2%Finance
Direxion Daily Technology Bull 3X Shares stock logo
TECL
Direxion Daily Technology Bull 3X Shares
$448,3290.0%5,1800.2%ETF
Blackstone Inc. stock logo
BX
Blackstone
$434,5470.0%3,7790.2%Finance
First Trust Nasdaq Artificial Intelligence and Robotics ETF stock logo
ROBT
First Trust Nasdaq Artificial Intelligence and Robotics ETF
$421,858$10,848 â–¼-2.5%9,1390.2%Manufacturing
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$413,8580.0%5,1700.2%ETF
Visa Inc. stock logo
V
Visa
$408,988$6,952 â–²1.7%1,3530.2%Business Services
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$401,026$14,348 â–¼-3.5%5,0590.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$378,6960.0%1,5270.2%Finance
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$371,6560.0%1,6990.2%ETF
ARISTA NETWORKS INC COM SHS
$363,306$2,947 â–¼-0.8%2,9590.2%Stock
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$349,2620.0%6,8550.2%ETF
Coupang, Inc. stock logo
CPNG
Coupang
$339,840$37,760 â–¼-10.0%18,0000.2%Retail/Wholesale
3M Company stock logo
MMM
3M
$330,8330.0%2,2780.2%Multi-Sector Conglomerates
DAPR
FT Vest U.S. Equity Deep Buffer ETF - April
$330,0440.0%8,3000.2%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$326,688$4,504 â–¼-1.4%5,2220.2%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$308,3030.0%9920.2%Retail/Wholesale
Moody's Corporation stock logo
MCO
Moody's
$306,2470.0%7020.2%Finance
Exelon Corporation stock logo
EXC
Exelon
$303,4820.0%6,1910.2%Utilities
Emerson Electric Co. stock logo
EMR
Emerson Electric
$301,870$4,979 â–²1.7%2,3040.2%Industrials
FT Vest U.S. Equity Buffer ETF - March stock logo
FMAR
FT Vest U.S. Equity Buffer ETF - March
$284,539$291 â–²0.1%5,8680.1%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$279,7600.0%2,6390.1%ETF
WALMART INC COM
$274,907$7,208 â–¼-2.6%2,2120.1%Stock
American Express Company stock logo
AXP
American Express
$273,441$43,859 â–²19.1%9040.1%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$266,900$3,051 â–²1.2%1,3120.1%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$266,8130.0%5,3150.1%Computer and Technology
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$260,1610.0%5,1650.1%ETF
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$253,1110.0%3710.1%Aerospace
First Trust Small Cap Growth AlphaDEX Fund stock logo
FYC
First Trust Small Cap Growth AlphaDEX Fund
$250,4990.0%2,5830.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$246,1130.0%8570.1%ETF
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$237,9230.0%8290.1%Transportation
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$237,815$37,126 â–²18.5%4,8170.1%ETF
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$236,4020.0%2,0420.1%Utilities
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$235,545$235,545 â–²New Holding5,5790.1%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$234,508$24,259 â–²11.5%1,4500.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$234,5020.0%3590.1%ETF
ProShares Ultra Semiconductors stock logo
USD
ProShares Ultra Semiconductors
$227,2830.0%4,7400.1%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$225,791$40,248 â–¼-15.1%2,2440.1%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$214,987$7,800 â–²3.8%4,4100.1%Finance
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$205,083$205,083 â–²New Holding6240.1%ETF
KKR Income Opportunities Fund stock logo
KIO
KKR Income Opportunities Fund
$142,318$142,318 â–²New Holding12,9380.1%Financial Services

Showing largest 100 holdings. View all holdings.
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