Plotkin Financial Advisors, LLC Top Holdings and 13F Report (2024) About Plotkin Financial Advisors, LLCInvestment ActivityPlotkin Financial Advisors, LLC has $167.09 million in total holdings as of September 30, 2024.Plotkin Financial Advisors, LLC owns shares of 90 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Total Stock Market ETF $15,046,839VanEck Morningstar Wide Moat ETF $11,080,512First Trust NASDAQ Rising Dividend Achievers $10,417,111Invesco QQQ $9,243,801VanEck Semiconductor ETF $8,538,715 Sector AllocationMap of 500 Largest Holdings ofPlotkin Financial Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$15,046,83953,1399.0%ETFMOATVanEck Morningstar Wide Moat ETF$11,080,512114,2916.6%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$10,417,111175,9356.2%ManufacturingQQQInvesco QQQ$9,243,80118,9405.5%FinanceSMHVanEck Semiconductor ETF$8,538,71534,7885.1%ManufacturingVIGVanguard Dividend Appreciation ETF$7,864,15039,7064.7%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$6,905,211116,5834.1%ManufacturingAAPLApple$6,694,41028,7314.0%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$6,568,74472,3433.9%ETFFADFirst Trust MultiCap Growth AlphaDEX Fund$6,175,25946,2223.7%ETFSSOProShares Ultra S&P500$4,384,18248,6212.6%ETFSPYSPDR S&P 500 ETF Trust$4,358,8557,5972.6%FinanceJPSTJPMorgan Ultra-Short Income ETF$4,279,81884,3482.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$4,058,85020,0182.4%ETFFDNFirst Trust Dow Jones Internet Index Fund$3,555,35516,7842.1%ETFFJANFT Vest U.S. Equity Buffer ETF - January$3,555,24079,5002.1%ETFSKYYFirst Trust Cloud Computing ETF$3,061,97129,9431.8%ManufacturingDIVOAmplify YieldShares CWP Dividend & Option Income ETF$2,556,08762,0561.5%ETFNVDANVIDIA$2,381,31719,6091.4%Computer and TechnologyQTECFirst Trust NASDAQ 100 Technology Index Fund$2,000,14610,4551.2%ManufacturingJEPIJPMorgan Equity Premium Income ETF$1,857,06931,2061.1%ETFFXOFirst Trust Financial AlphaDEX Fund$1,778,60834,7861.1%ETFPGProcter & Gamble$1,726,6319,9691.0%Consumer StaplesPTYPIMCO Corporate & Income Opportunity Fund$1,707,992118,6931.0%FinanceROMProShares Ultra Technology$1,648,31224,5761.0%ETFFNOVFT Vest U.S. Equity Buffer ETF - November$1,638,30534,7271.0%ETFFXLFirst Trust Technology AlphaDEX Fund$1,541,45511,1180.9%ETFSCHXSchwab US Large-Cap ETF$1,522,82522,4440.9%ETFAMZNAmazon.com$1,447,9707,7710.9%Retail/WholesaleORCLOracle$1,443,8268,4730.9%Computer and TechnologyXOMExxon Mobil$1,265,15510,7930.8%Oils/EnergyMRKMerck & Co., Inc.$1,147,18310,1020.7%MedicalVOOVanguard S&P 500 ETF$1,071,1702,0300.6%ETFIBMInternational Business Machines$1,006,3564,5520.6%Computer and TechnologyGOOGLAlphabet$891,8235,3770.5%Computer and TechnologyDDMProShares Ultra Dow30$873,5069,1390.5%ETFLLYEli Lilly and Company$845,1879540.5%MedicalQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$841,6446,7090.5%ManufacturingMSFTMicrosoft$813,2671,8900.5%Computer and TechnologyHDHome Depot$606,8151,4980.4%Retail/WholesaleBXBlackstone$575,6163,7590.3%FinanceIGViShares Expanded Tech-Software Sector ETF$574,2026,4250.3%ETFKOCoca-Cola$572,0067,9600.3%Consumer StaplesCOWZPacer US Cash Cows 100 ETF$547,5929,4690.3%ETFFVDFirst Trust Value Line Dividend Index Fund$542,87811,9340.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$540,1886,4500.3%ETFCEGConstellation Energy$536,4212,0630.3%Oils/EnergyFJUNFT Vest U.S. Equity Buffer ETF - June$531,72310,5250.3%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$513,2916,4630.3%ETFSPGIS&P Global$508,3549840.3%Business ServicesFTSLFirst Trust Senior Loan ETF$501,07310,9190.3%ManufacturingCPNGCoupang$491,00020,0000.3%Retail/WholesaleNEENextEra Energy$490,2745,8000.3%UtilitiesJNJJohnson & Johnson$488,1253,0120.3%MedicalIWMiShares Russell 2000 ETF$478,2272,1650.3%FinanceSPHQInvesco S&P 500 Quality ETF$472,7747,0280.3%ETFSPHBInvesco S&P 500 High Beta ETF$453,9515,0880.3%ETFTECLDirexion Daily Technology Bull 3X Shares$450,5175,1470.3%ETFGOOGAlphabet$441,4302,6400.3%Computer and TechnologyDAPRFT Vest U.S. Equity Deep Buffer ETF - April$437,28611,9870.3%ETFMETAMeta Platforms$421,3167360.3%Computer and TechnologyROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$412,6779,4240.2%ManufacturingFPEIFirst Trust Institutional Preferred Securities and Income ETF$397,57120,8480.2%ETFINNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2025$393,92914,3560.2%ETFFMARFT Vest U.S. Equity Buffer ETF - March$369,3528,7400.2%ETFBRK.BBerkshire Hathaway$365,9077950.2%FinanceVVisa$329,7181,1990.2%Business ServicesMCOMoody's$321,2976770.2%FinanceADBEAdobe$315,8466100.2%Computer and TechnologyMMM3M$311,4032,2780.2%Multi-Sector ConglomeratesRSPInvesco S&P 500 Equal Weight ETF$308,1551,7200.2%ETFPANWPalo Alto Networks$304,5448910.2%Computer and TechnologyMCDMcDonald's$302,0749920.2%Retail/WholesaleNOBLProShares S&P 500 Aristocrats ETF$282,5942,6470.2%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$280,32911,3770.2%ETFPECOPhillips Edison & Company, Inc.$275,4347,3040.2%FinanceJPMJPMorgan Chase & Co.$274,7511,3030.2%FinanceFDECFT Vest U.S. Equity Buffer ETF - December$268,9466,1430.2%ETFITAiShares U.S. Aerospace & Defense ETF$254,2381,6990.2%ETFEXCExelon$251,0456,1910.2%UtilitiesEMREmerson Electric$247,8322,2660.1%Industrial ProductsIJKiShares S&P Mid-Cap 400 Growth ETF$243,0632,6440.1%ETFPLYMPlymouth Industrial REIT$232,89310,3050.1%FinanceVOVanguard Mid-Cap ETF$226,1028570.1%ETFUSDProShares Ultra Semiconductors$226,0301,8850.1%ETFUYGProShares Ultra Financials$219,4782,8720.1%ETFNOCNorthrop Grumman$212,8124030.1%AerospaceNSCNorfolk Southern$206,0078290.1%TransportationKIOKKR Income Opportunities Fund$190,96512,9380.1%Financial ServicesCVMCEL-SCI$97,52892,0080.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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