Home › Plotkin Financial Advisors, LLC

Plotkin Financial Advisors, LLC 13F holdings

Filed 2026-08-14 · Plotkin Financial Advisors, LLC · 110 positions · $241.0M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VTIVANGUARD TOTAL STOCK MARKET ETF61.7K$22.8M9.5%
SMHVANECK SEMICONDUCTOR ETF33.5K$22.0M9.1%
QQQINVESCO QQQ TRUST SERIES I23.5K$17.3M7.2%
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF193.2K$15.7M6.5%
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF120.3K$10.8M4.5%
VIGVANGUARD DIVIDEND APPRECIATION ETF43.5K$10.3M4.3%
AAPLAPPLE INC COM29.0K$8.4M3.5%
FADFIRST TRUST MULTI CAP GROWTH ALPHADEX FUND41.7K$8.3M3.5%
JPSTJPMORGAN ULTRA-SHORT INCOME ETF164.9K$8.3M3.5%
SPYSTATE STREET SPDR S&P 500 ETF10.9K$8.1M3.4%
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF44.3K$6.3M2.6%
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF18.1K$6.2M2.6%
FTCSFIRST TRUST CAPITAL STRENGTH ETF60.0K$5.6M2.3%
FJANFT VEST US EQUITY BUFFER ETF - JANUARY79.1K$4.4M1.8%
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND15.3K$4.1M1.7%
NVDANVIDIA CORPORATION COM19.6K$3.9M1.6%
SKYYFIRST TRUST CLOUD COMPUTING ETF26.4K$3.6M1.5%
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND9.6K$3.2M1.3%
DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF69.5K$3.2M1.3%
SSOPROSHARES ULTRA S&P 50046.5K$3.1M1.3%
MOATVANECK MORNINGSTAR WIDE MOAT ETF26.4K$2.7M1.1%
FXLFIRST TRUST TECHNOLOGY ALPHADEX FUND11.1K$2.4M1.0%
SCHXSCHWAB U.S. LARGE-CAP ETF81.6K$2.4M1.0%
GOOGLALPHABET INC CAP STK CL A5.7K$2.0M0.8%
AMZNAMAZON COM INC COM8.3K$2.0M0.8%
FNOVFT VEST U.S. EQUITY BUFFER ETF - NOVEMBER32.7K$1.9M0.8%
PANWPALO ALTO NETWORKS INC COM5.3K$1.8M0.7%
XOMEXXONMOBIL HOLDINGS CORP COM SHS13.1K$1.8M0.7%
FXOFIRST TRUST FINANCIALS ALPHADEX FUND28.6K$1.8M0.7%
PTYPIMCO CORPORATE & INCOME OPPOR COM127.7K$1.5M0.6%
RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF50.8K$1.5M0.6%
PGPROCTER & GAMBLE CO COM10.0K$1.5M0.6%
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF23.6K$1.3M0.6%
ORCLORACLE CORP COM9.1K$1.3M0.6%
MRKMERCK & CO INC COM10.1K$1.3M0.5%
IBMINTERNATIONAL BUSINESS MACHS COM4.6K$1.3M0.5%
VOOVANGUARD S&P 500 ETF1.8K$1.3M0.5%
TECLDIREXION DAILY TECHNOLOGY BULL 3X ETF5.2K$1.2M0.5%
FTSLFIRST TRUST SENIOR LOAN FUND25.9K$1.2M0.5%
LLYELI LILLY & CO COM964$1.2M0.5%
QQEWFIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF6.7K$1.1M0.4%
FPEIFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF55.4K$1.1M0.4%
MSFTMICROSOFT CORP COM2.8K$1.1M0.4%
GOOGALPHABET INC CAP STK CL C2.7K$942,6970.4%
GFEBFT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY20.6K$908,9820.4%
METAMETA PLATFORMS INC CL A1.6K$898,4470.4%
—PROSHARES ULTRA DOW3012.6K$824,9570.3%
JNJJOHNSON & JOHNSON COM3.2K$821,0850.3%
AMDADVANCED MICRO DEVICES INC COM1.3K$762,1530.3%
SPHQINVESCO S&P 500 QUALITY ETF8.0K$721,7910.3%
SOXLDIREXION DAILY SEMICONDUCTOR BULL 3X ETF2.7K$721,1830.3%
SPHBINVESCO S&P 500 HIGH BETA ETF4.4K$690,1970.3%
ILCGISHARES MORNINGSTAR GROWTH ETF5.8K$675,7900.3%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW1.3K$669,0210.3%
KOCOCA COLA CO COM8.0K$650,8910.3%
FJUNFT VEST U.S. EQUITY BUFFER ETF - JUNE10.5K$630,0140.3%
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF7.1K$590,1210.2%
ANETARISTA NETWORKS INC COM SHS3.4K$570,2870.2%
JPMJPMORGAN CHASE & CO COM1.7K$542,7130.2%
HDHOME DEPOT INC COM1.5K$527,8090.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}