Plotkin Financial Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Plotkin Financial Advisors, LLC 13F Holdings
CIK 0001826394 · CHEVY CHASE, MD
As of Sep 30, 2025, Plotkin Financial Advisors, LLC reported
104 positions worth $202.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 58,345 |
|
9.1M9.47% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 21,819 |
3.1M | 6.48% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 184,294 |
2.4M | 6.13% |
| VANECK SEMICONDUCTOR ETF | SMH | — | 36,159 |
1.8M | 5.83% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 111,204 |
1.0M | 5.45% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 43,118 | $9.3M | 4.60% |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | CIBR | — | 117,180 | $8.9M | 4.40% |
| FIRST TR MULTI CAP GROWTH AL | FAD | — | 45,632 | $7.3M | 3.62% |
| APPLE INC | AAPL | Technology | 28,466 | $7.2M | 3.58% |
| SPDR S&P 500 ETF TRUST | SPY | — | 9,795 | $6.5M | 3.23% |
| FIRST TRUST CAPITAL STRENGTH ETF | FTCS | — | 67,535 | $6.3M | 3.13% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 115,968 | $5.9M | 2.91% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 19,269 | $4.9M | 2.44% |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | FDN | — | 16,237 | $4.5M | 2.25% |
| FT VEST US EQUITY BUFFER ETF - JANUARY | FJAN | — | 75,808 | $3.8M | 1.88% |
| FIRST TRUST CLOUD COMPUTING ETF | SKYY | — | 28,155 | $3.8M | 1.87% |
| NVIDIA CORP | NVDA | Technology | 19,865 | $3.7M | 1.83% |
| PROSHARES ULTRA S&P500 | SSO | — | 29,720 | $3.3M | 1.65% |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | DIVO | — | 60,508 | $2.7M | 1.33% |
| ORACLE CORP | ORCL | Technology | 9,040 | $2.5M | 1.26% |
| FIRST TRUST NASDAQ-100-TECHNOLOGY SECTOR INDEX FUND | QTEC | — | 10,020 | $2.3M | 1.14% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 79,519 | $2.1M | 1.04% |
| FIRST TRUST FINANCIALS ALPHADEX FUND | FXO | — | 33,733 | $2.0M | 0.99% |
| FIRST TR EXCHANGE TRADED FD | — | — | 11,118 |
.9M | 0.92% |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUND | PTY | — | 125,018 |
.8M | 0.89% |