Institutions / Plotkin Financial Advisors, LLC

Plotkin Financial Advisors, LLC

CIK 1826394 · Institution · as of Dec 31, 2025

Portfolio value

$204.97M

Positions

101

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 101 →

Company	Class	Value	Shares	% of portfolio
Vanguard Total Stock Market ETF	—	$20.37M	60,755	9.9%
Invesco Qqq Trust Series I	—	$14.14M	23,011	6.9%
VanEck Semiconductor ETF	—	$13.16M	36,550	6.4%
First Trust Rising Dividend Achievers ETF	—	$13.06M	188,050	6.4%
Vanguard Dividend Appreciation ETF	—	$9.42M	42,868	4.6%
First Trust Nasdaq Cybersecurity ETF	—	$8.46M	118,359	4.1%
Apple Inc.	—	$7.71M	28,371	3.8%
First Trust Multi Cap Growth Alphadex Fund	—	$7.27M	44,906	3.5%
State Street SPDR S&P 500 ETF	—	$6.88M	10,084	3.4%
JPMorgan Ultra-Short Income ETF	—	$6.55M	129,543	3.2%
Tr Activebeta US Large Cap Equity ETF	—	$6.36M	48,048	3.1%
First Trust Capital Strength ETF	—	$6.09M	65,801	3.0%
iShares MSCI UAE ETF	—	$4.75M	18,960	2.3%
First Trust Dow Jones Internet Index Fund	—	$4.32M	16,059	2.1%
Ft Vest US Equity Buffer ETF - January	—	$3.87M	74,803	1.9%
NVIDIA Corp	—	$3.77M	20,211	1.8%
First Trust Cloud Computing ETF	—	$3.61M	27,730	1.8%
ProShares Ultra S&P 500	—	$3.40M	58,686	1.7%
VanEck Morningstar Wide Moat ETF	—	$2.84M	27,377	1.4%
Amplify Cwp Enhanced Dividend Income ETF	—	$2.79M	62,620	1.4%
First Trust Nasdaq-100 Technology Sector Index Fund	—	$2.30M	9,972	1.1%
Schwab U.S. Large-Cap ETF	—	$2.14M	79,467	1.0%
First Trust Financials Alphadex Fund	—	$2.03M	33,651	1.0%
Amazon.com Inc	—	$1.88M	8,132	0.9%
First Trust Technology Alphadex Fund	—	$1.87M	11,118	0.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.