PF

Plotkin Financial Advisors, LLC

13F
Plotkin Financial Advisors, LLC
Last update 2025-05-15 92 Stocks (7 new)
Value $163.00 Mil Turnover 4 %
Countries:
Top Holdings: VTI(9.54%)MOAT(6.36%)RDVY(6.29%)QQQ(5.74%)VIG(4.85%)
Summary Stock Picks Current Portfolio
Plotkin Financial Advisors, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
56,471
15,520.5
+5.62%
9.540
+0.51%
0.000
+19.82%
+7.35%
476,615.2
 
MOAT
VanEck Morningstar Wide Moat ETF
117,560
10,345.3
+1.80%
6.360
+0.11%
0.080
+18.48%
+3.63%
12,795.7
 
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
174,858
10,236.2
+3.28%
6.290
+0.20%
0.070
+15.73%
+7.40%
15,206.2
 
QQQ
INVESCO QQQ Trust
19,914
9,338.3
+2.93%
5.740
+0.16%
0.000
+26.52%
+10.07%
357,775.2
 
VIG
Vanguard Dividend Appreciation FTF
40,693
7,894.2
+0.87%
4.850
+0.04%
0.010
+12.58%
+6.21%
89,349.2
 
SMH
VanEck Vectors Semiconductor ETF
35,535
7,514.6
+1.58%
4.620
+0.07%
0.040
+50.79%
+19.88%
27,838.6
 
CIBR
First Trust NASDAQ CEA Cybersecurity ETF
First Trust NASDAQ CEA Cybersecurity ETF
115,118
7,252.4
+0.17%
4.460
+0.01%
0.090
+20.28%
+17.11%
9,992.4
 
FTCS
First Trust Capital Strength ETF
71,243
6,386.2
-0.07%
3.930
0%
0.080
+5.15%
+3.89%
8,347.2
 
AAPL
Apple Inc
28,568
6,346.0
-0.43%
3.900
-0.02%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
FAD
FIRST TR MULTI C.G
46,149
5,970.3
+0.49%
3.670
+0.02%
2.430
+21.03%
+8.20%
291.5
 

Plotkin Financial Advisors, LLC's Historical Top Holdings Breakdowns

Plotkin Financial Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ROM
ProShares Ultra Technology 2x Shares
ProShares Ultra Technology 2x Shares
2025-03-31
Sold Out
Sold Out
-0.98%
●
53.2 ($65.39) 74.94
$80.46
23.05%
Sold Out
0
-23,772
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.63%
●
106.98 ($126.74) 149.43
$172.41
36.03%
Reduce -41.81%
10,965
-7,880
GFEB
FT Vest U.S. Equity Moderate Buffer ETF - February
FT Vest U.S. Equity Moderate Buffer ETF - February
2025-03-31
New Buy
New Buy
+0.60%
●
36.43 ($37.49) 37.99
$39.33
4.91%
New holding
26,470
26,470
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.51%
●
271.18 ($290.53) 303.12
$309.09
6.39%
Add 5.62%
56,471
3,006
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.39%
●
576.36 ($645.17) 736.67
$704.28
9.16%
Add 140.23%
1,869
1,091
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
FT Vest Rising Dividend Achievers Target Income ETF
2025-03-31
Add
Add
+0.26%
●
23.2 ($24.7) 25.73
$24.81
0.45%
Add 151.08%
29,758
17,906
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Add
Add
+0.24%
●
50.39 ($50.51) 50.66
$50.60
0.18%
Add 9.43%
89,799
7,735
USD
ProShares Ultra Semiconductors 2X Shares
ProShares Ultra Semiconductors 2X Shares
2025-03-31
Sold Out
Sold Out
-0.23%
●
40.36 ($57.35) 76.24
$83.21
45.09%
Sold Out
0
-6,020
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
2025-03-31
Add
Add
+0.20%
●
57.22 ($60.78) 63.39
$63.07
3.77%
Add 3.28%
174,858
5,556
TSLA
Tesla Inc
2025-03-31
New Buy
New Buy
+0.20%
●
222.15 ($333.26) 428.22
$329.65
-1.08%
New holding
1,237
1,237

Plotkin Financial Advisors, LLC Total Holding History ($B)

To

Plotkin Financial Advisors, LLC's Asset Allocation

To

Plotkin Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Plotkin Financial Advisors, LLC's Hypothetical Growth since 2025-03-31

Plotkin Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Plotkin Financial Advisors, LLC's Holdings Heat Map

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Plotkin Financial Advisors, LLC's Holdings Bubble Chart

Plotkin Financial Advisors, LLC News

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