Top 50 Plotkin Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 10% | 62.0K | $19.9M | +2.11%(+1.28K) | $243.67(+51.34%) | 2026-03-31 | |
| SMH | VANECK SEMICONDUCTOR ETF | 7.02% | 36.4K | $14.0M | -0.28%(-102) | $114.14(+418.91%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 6.73% | 23.2K | $13.4M | +0.92%(+211) | $348.57(+104.43%) | 2026-03-31 | |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 6.54% | 190.6K | $13.0M | +1.38%(+2.59K) | $51.49(+55.64%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 4.65% | 43.0K | $9.3M | +0.34%(+146) | $134.68(+77.17%) | 2026-03-31 | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 3.86% | 151.8K | $7.7M | +17.15%(+22.22K) | $50.54(-0.25%) | 2026-03-31 | |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 3.77% | 119.9K | $7.5M | +1.31%(+1.54K) | $40.40(+124.44%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3.69% | 29.0K | $7.3M | +2.07%(+586) | $86.61(+256.35%) | 2026-03-31 | |
| FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | 3.57% | 44.7K | $7.1M | -0.53%(-240) | $78.85(+143.01%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 3.54% | 10.8K | $7.0M | +7.38%(+744) | $500.70(+48.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.89% | +63.84% |
| Top 20 Holdings Unweighted | +16.56% | +58.36% |
Sign up free to track Plotkin Financial Advisors, LLC, compare funds side by side, and get alerts the moment positions change.