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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 $240.99 million in total holdings as of June 30, 2026.
  • Plotkin Financial Advisors, LLC owns shares of 110 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
  • Approximately 3.40% of the portfolio was purchased this quarter.
  • About 3.21% of the portfolio was sold this quarter.
  • This quarter, Plotkin Financial Advisors, LLC has purchased 100 new stocks and bought additional shares in 38 stocks.
  • Plotkin Financial Advisors, LLC sold shares of 27 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS
$1,795,133 Holding
33739Q408 - First Trust Enhanced Short Maturity ETF
$435,073 Holding
595112103 - Micron Technology
$349,749 Holding
922908652 - Vanguard Extended Market ETF
$308,993 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP COM SHS
13,130 shares (about $1.80M)
Direxion Daily Semiconductors Bull 3x Shares
2,704 shares (about $721.18K)
JPMorgan Ultra-Short Income ETF
13,124 shares (about $663.68K)
First Trust Enhanced Short Maturity ETF
7,284 shares (about $435.07K)
Micron Technology
303 shares (about $349.75K)

Largest Sales this Quarter

VanEck Semiconductor ETF
2,901 shares (about $1.90M)
ProShares Ultra S&P500
9,074 shares (about $611.41K)
First Trust Multi Cap Growth AlphaDEX Fund
2,955 shares (about $590.91K)
First Trust Capital Strength ETF
4,849 shares (about $455.42K)
iShares MSCI USA Momentum Factor ETF
819 shares (about $280.78K)

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
$22,834,428$121,373 â–¼-0.5%61,7089.5%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$22,003,141$1,902,737 â–¼-8.0%33,5479.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$17,277,047$176,003 â–²1.0%23,4617.2%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$15,659,413$206,379 â–²1.3%193,1836.5%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$10,810,392$37,018 â–²0.3%120,3164.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$10,295,785$117,603 â–²1.2%43,5114.3%ETF
Apple Inc. stock logo
AAPL
Apple
$8,398,018$18,809 â–²0.2%29,0223.5%Technology
First Trust Multi Cap Growth AlphaDEX Fund stock logo
FAD
First Trust Multi Cap Growth AlphaDEX Fund
$8,340,919$590,909 â–¼-6.6%41,7113.5%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$8,338,487$663,681 â–²8.6%164,8903.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$8,121,870$35,845 â–²0.4%10,8763.4%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$6,286,152$142,316 â–¼-2.2%44,3032.6%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$6,205,223$280,778 â–¼-4.3%18,1002.6%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$5,638,768$455,418 â–¼-7.5%60,0382.3%ETF
FT Vest U.S. Equity Buffer ETF - January stock logo
FJAN
FT Vest U.S. Equity Buffer ETF - January
$4,359,547$1,377 â–²0.0%79,1351.8%ETF
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$4,055,510$195,628 â–¼-4.6%15,3201.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,931,168$24,211 â–²0.6%19,6471.6%Technology
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$3,556,555$121,777 â–¼-3.3%26,4311.5%ETF
First Trust NASDAQ-100 Technology Sector Index Fund stock logo
QTEC
First Trust NASDAQ-100 Technology Sector Index Fund
$3,220,052$14,057 â–¼-0.4%9,6211.3%ETF
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$3,175,601$127,457 â–²4.2%69,4881.3%ETF
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$3,134,787$611,406 â–¼-16.3%46,5241.3%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$2,749,118$53,851 â–¼-1.9%26,4441.1%ETF
First Trust Technology AlphaDEX Fund stock logo
FXL
First Trust Technology AlphaDEX Fund
$2,415,0510.0%11,1181.0%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2,402,812$15,922 â–²0.7%81,6451.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,047,030$91,845 â–²4.7%5,7280.8%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,987,755$49,336 â–²2.5%8,3400.8%Consumer Discretionary
FT Vest U.S. Equity Buffer ETF - November stock logo
FNOV
FT Vest U.S. Equity Buffer ETF - November
$1,910,166$6,902 â–¼-0.4%32,6580.8%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,806,723$20,461 â–¼-1.1%5,2980.7%Technology
EXXONMOBIL HOLDINGS CORP COM SHS
$1,795,133$1,795,133 â–²New Holding13,1300.7%Stock
First Trust Financials AlphaDEX Fund stock logo
FXO
First Trust Financials AlphaDEX Fund
$1,785,668$233,038 â–¼-11.5%28,5890.7%ETF
Pimco Corporate & Income Opportunity Fund stock logo
PTY
Pimco Corporate & Income Opportunity Fund
$1,536,363$44,824 â–¼-2.8%127,7110.6%Finance
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$1,493,226$136,475 â–²10.1%50,7900.6%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,468,8920.0%10,0170.6%Consumer Staples
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,330,781$41,908 â–¼-3.1%23,5620.6%ETF
Oracle Corporation stock logo
ORCL
Oracle
$1,327,884$4,104 â–²0.3%9,0600.6%Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,301,8330.0%10,1310.5%Healthcare
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,280,0670.0%4,5520.5%Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,251,367$13,736 â–²1.1%1,8220.5%ETF
Direxion Daily Technology Bull 3X Shares stock logo
TECL
Direxion Daily Technology Bull 3X Shares
$1,195,3360.0%5,1800.5%ETF
First Trust Senior Loan ETF stock logo
FTSL
First Trust Senior Loan ETF
$1,160,367$20,316 â–¼-1.7%25,9300.5%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,156,250$7,197 â–²0.6%9640.5%Healthcare
First Trust NASDAQ-100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ-100 Equal Weighted Index Fund
$1,076,980$1,277 â–¼-0.1%6,7480.4%ETF
First Trust Institutional Preferred Securities and Income ETF stock logo
FPEI
First Trust Institutional Preferred Securities and Income ETF
$1,069,553$139,081 â–²14.9%55,4460.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,054,527$82,064 â–²8.4%2,8270.4%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$942,697$6,007 â–²0.6%2,6680.4%Communication Services
FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY
$908,982$82,863 â–¼-8.4%20,6450.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$898,447$11,829 â–²1.3%1,5950.4%Communication Services
ProShares Ultra Dow30 stock logo
DDM
ProShares Ultra Dow30
$824,957$113,695 â–¼-12.1%12,5890.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$821,0850.0%3,2330.3%Healthcare
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$762,1530.0%1,3120.3%Technology
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$721,791$19,552 â–²2.8%8,0110.3%ETF
Direxion Daily Semiconductors Bull 3x Shares stock logo
SOXL
Direxion Daily Semiconductors Bull 3x Shares
$721,183$721,183 â–²New Holding2,7040.3%ETF
Invesco S&P 500 High Beta ETF stock logo
SPHB
Invesco S&P 500 High Beta ETF
$690,1970.0%4,4360.3%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$675,790$7,021 â–²1.0%5,7750.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$669,021$155,621 â–²30.3%1,3370.3%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$650,8910.0%8,0090.3%Consumer Staples
FT Vest U.S. Equity Buffer ETF - June stock logo
FJUN
FT Vest U.S. Equity Buffer ETF - June
$630,0140.0%10,5090.3%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$590,121$40,912 â–²7.4%7,1400.2%ETF
ARISTA NETWORKS INC COM SHS
$570,287$67,612 â–²13.5%3,3570.2%Stock
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$542,713$35,679 â–²7.0%1,6580.2%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$527,8090.0%1,4960.2%Consumer Discretionary
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$514,3740.0%2,0710.2%Utilities
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$504,868$46,893 â–²10.2%10,1420.2%ETF
First Trust Nasdaq Artificial Intelligence and Robotics ETF stock logo
ROBT
First Trust Nasdaq Artificial Intelligence and Robotics ETF
$501,726$12,433 â–¼-2.4%8,9180.2%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$488,8340.0%10,1460.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$488,231$29,444 â–²6.4%1,6250.2%ETF
Visa Inc. stock logo
V
Visa
$485,195$20,931 â–²4.5%1,4140.2%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$476,1520.0%5,4250.2%Utilities
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$476,012$7,610 â–²1.6%5,2540.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$447,230$47,418 â–²11.9%5,6590.2%ETF
ProShares Ultra Semiconductors stock logo
USD
ProShares Ultra Semiconductors
$445,920$48,272 â–¼-9.8%4,2770.2%ETF
Blackstone Inc. stock logo
BX
Blackstone
$444,6740.0%3,7790.2%Finance
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$435,073$435,073 â–²New Holding7,2840.2%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$422,328$8,145 â–¼-1.9%1,0370.2%Finance
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$411,8710.0%1,6990.2%ETF
3M Company stock logo
MMM
3M
$368,8300.0%2,2780.2%Industrials
American Express Company stock logo
AXP
American Express
$355,839$50,061 â–²16.4%1,0520.1%Finance
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$349,9470.0%6,8550.1%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$349,749$349,749 â–²New Holding3030.1%Technology
DAPR
FT Vest U.S. Equity Deep Buffer ETF - April
$339,3040.0%8,3000.1%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$329,8170.0%2,3040.1%Industrials
First Trust Small Cap Growth AlphaDEX Fund stock logo
FYC
First Trust Small Cap Growth AlphaDEX Fund
$324,844$4,075 â–¼-1.2%2,5510.1%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$324,8080.0%5,2220.1%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$319,521$50,938 â–²19.0%1,7250.1%ETF
Moody's Corporation stock logo
MCO
Moody's
$317,9490.0%7020.1%Finance
Coupang, Inc. stock logo
CPNG
Coupang
$312,6600.0%18,0000.1%Consumer Discretionary
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$308,993$308,993 â–²New Holding1,2550.1%ETF
FT Vest U.S. Equity Buffer ETF - March stock logo
FMAR
FT Vest U.S. Equity Buffer ETF - March
$301,853$4,808 â–¼-1.6%5,7760.1%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$296,412$148,206 â–²100.0%5,2780.1%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$295,819$37,580 â–²14.6%5,5180.1%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$293,908$58,419 â–²24.8%6,9630.1%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$289,200$289,200 â–²New Holding4000.1%Technology
Exelon Corporation stock logo
EXC
Exelon
$288,6240.0%6,1910.1%Utilities
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$288,342$111,492 â–¼-27.9%4500.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$276,193$207,145 â–²300.0%3,4280.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$268,8510.0%3590.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$268,1470.0%9920.1%Consumer Discretionary
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$263,6700.0%2,2440.1%ETF
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$260,7950.0%8290.1%Industrials
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$260,7800.0%5,1650.1%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$251,2810.0%4,4100.1%Finance

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