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Plotkin Financial Advisors, LLC

Portfolio Manager
Plotkin Financial Advisors, LLC
Performance
-3.92% (2026 Q1)
AUM (13F)
$199.11M
# of Holdings
100
Performance Rank
Allocation (Top 20)
72.88%

Plotkin Financial Advisors, LLC Holdings Map

Top 50 Plotkin Financial Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD TOTAL STOCK MARKET ETF
10%62.0K$19.9M
+2.11%(+1.28K)
2025-Q1: 56.5K shares2025-Q2: 56.9K shares2025-Q3: 58.3K shares2025-Q4: 60.8K shares2026-Q1: 62.0K shares
$243.67(+51.34%)
2026-03-31
SMH
VANECK SEMICONDUCTOR ETF
7.02%36.4K$14.0M
-0.28%(-102)
2025-Q1: 35.5K shares2025-Q2: 35.4K shares2025-Q3: 36.2K shares2025-Q4: 36.5K shares2026-Q1: 36.4K shares
$114.14(+418.91%)
2026-03-31
QQQ
INVESCO QQQ TRUST SERIES I
6.73%23.2K$13.4M
+0.92%(+211)
2025-Q1: 19.9K shares2025-Q2: 21.0K shares2025-Q3: 21.8K shares2025-Q4: 23.0K shares2026-Q1: 23.2K shares
$348.57(+104.43%)
2026-03-31
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
6.54%190.6K$13.0M
+1.38%(+2.59K)
2025-Q1: 174.9K shares2025-Q2: 174.1K shares2025-Q3: 184.3K shares2025-Q4: 188.1K shares2026-Q1: 190.6K shares
$51.49(+55.64%)
2026-03-31
VIG
VANGUARD DIVIDEND APPRECIATION ETF
4.65%43.0K$9.3M
+0.34%(+146)
2025-Q1: 40.7K shares2025-Q2: 41.5K shares2025-Q3: 43.1K shares2025-Q4: 42.9K shares2026-Q1: 43.0K shares
$134.68(+77.17%)
2026-03-31
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
3.86%151.8K$7.7M
+17.15%(+22.22K)
2025-Q1: 89.8K shares2025-Q2: 104.7K shares2025-Q3: 116.0K shares2025-Q4: 129.5K shares2026-Q1: 151.8K shares
$50.54(-0.25%)
2026-03-31
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
3.77%119.9K$7.5M
+1.31%(+1.54K)
2025-Q1: 115.1K shares2025-Q2: 115.2K shares2025-Q3: 117.2K shares2025-Q4: 118.4K shares2026-Q1: 119.9K shares
$40.40(+124.44%)
2026-03-31
AAPL
APPLE INC COM
3.69%29.0K$7.3M
+2.07%(+586)
2025-Q1: 28.6K shares2025-Q2: 28.5K shares2025-Q3: 28.5K shares2025-Q4: 28.4K shares2026-Q1: 29.0K shares
$86.61(+256.35%)
2026-03-31
FAD
FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND
3.57%44.7K$7.1M
-0.53%(-240)
2025-Q1: 46.1K shares2025-Q2: 45.6K shares2025-Q3: 45.6K shares2025-Q4: 44.9K shares2026-Q1: 44.7K shares
$78.85(+143.01%)
2026-03-31
SPY
STATE STREET SPDR S&P 500 ETF
3.54%10.8K$7.0M
+7.38%(+744)
2025-Q1: 8.7K shares2025-Q2: 9.1K shares2025-Q3: 9.8K shares2025-Q4: 10.1K shares2026-Q1: 10.8K shares
$500.70(+48.75%)
2026-03-31

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