PF
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Plotkin Financial Advisors, LLC13F | |
Plotkin Financial Advisors, LLC | |
Last update 2025-05-15 | 92 Stocks (7 new) |
Value $163.00 Mil | Turnover 4 % |
Plotkin Financial Advisors, LL... Top Holdings of 2025-03-31
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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 | +17.05% | +6.98% | 450,247.8 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 117,560 | 10,345.3 | +1.80% | 6.360 | +0.11% | 0.080 | +16.13% | +4.45% | 13,100.6 | ||
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 | +14.43% | +8.61% | 15,291.3 | ||
QQQ | INVESCO QQQ Trust | 19,914 | 9,338.3 | +2.93% | 5.740 | +0.16% | 0.000 | +23.56% | +9.08% | 357,232.3 | ||
VIG | Vanguard Dividend Appreciation FTF | 40,693 | 7,894.2 | +0.87% | 4.850 | +0.04% | 0.010 | +11.15% | +7.09% | 87,948.4 | ||
SMH | VanEck Vectors Semiconductor ETF | 35,535 | 7,514.6 | +1.58% | 4.620 | +0.07% | 0.040 | +45.02% | +17.12% | 26,474.1 | ||
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 | +24.08% | +19.82% | 10,053.1 | ||
FTCS | First Trust Capital Strength ETF | 71,243 | 6,386.2 | -0.07% | 3.930 | 0% | 0.080 | +4.50% | +5.60% | 8,530.4 | ||
AAPL | Apple Inc | 28,568 | 6,346.0 | -0.43% | 3.900 | -0.02% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
FAD | FIRST TR MULTI C.G | 46,149 | 5,970.3 | +0.49% | 3.670 | +0.02% | 2.430 | +19.11% | +7.06% | 288.4 |
Plotkin Financial Advisors, LLC's Historical Top Holdings Breakdowns
Plotkin Financial Advisors, LLC's Top Stock Picks
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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 | $78.21 | 19.61% | Sold Out | 0 | -23,772 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.63% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | 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 | $39.17 | 4.47% | 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 | $308.03 | 6.02% | Add 5.62% | 56,471 | 3,006 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.39% | 576.36 ($645.17) 736.67 | $719.01 | 11.45% | 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 | $25.04 | 1.38% | 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 | $50.50 | -0.02% | 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 | $75.10 | 30.95% | 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 | $63.78 | 4.94% | 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 | $315.35 | -5.37% | New holding | 1,237 | 1,237 |
Plotkin Financial Advisors, LLC Total Holding History ($B)
Plotkin Financial Advisors, LLC's Asset Allocation
Plotkin Financial Advisors, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Plotkin Financial Advisors, LLC's Hypothetical Growth since 2025-03-31
Plotkin Financial Advisors, LLC's Yearly Returns
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Plotkin Financial Advisors, LLC's Holdings Heat Map
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