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CIK: 0001826394
Total reported value
$241.0M
$241.0M
90 檔
19.7%
As reported in its official Q1 2024 Form 13F filing, Plotkin Financial Advisors, LLC's tracked investment portfolio stood at $241.0M with 90 total positions.
During Q1 2024, Plotkin Financial Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.87% | -0.52% | +215.26% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-Other | 6.74% | -0.04% | +9.24% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 6.58% | -0.17% | +37.73% | |
| 4 | SMH | Vaneck Semiconductor ETF | ETF-Other | 5.35% | +2.11% | +2.04% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.91% | +0.44% | +25.31% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.78% | -0.38% | +2.47% | |
| 7 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 4.69% | +0.72% | +3.59% | |
| 8 | FTCS | First Trust Capital Strength | ETF-Other | 4.16% | -0.68% | +0.18% | |
| 9 | FAD | First Trust Multi Cap Growth | ETF-Other | 3.85% | -0.11% | +0.37% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.45% | -0.21% | +2.86% | |
| 11 | SSO | Proshares Ultra S&p500 | ETF-Other | 2.66% | -0.15% | -71.84% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.52% | +0.29% | -2.56% | |
| 13 | FDN | First Trust Dj Internet Ind | ETF-Other | 2.30% | -0.21% | -0.41% | |
| 14 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 2.27% | -0.19% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.03% | -0.17% | +13.52% | |
| 16 | SKYY | First Trust Cloud Computing | ETF-Other | 1.93% | -0.02% | -0.04% | |
| 17 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.70% | -0.18% | -2.91% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.49% | -0.40% | +627.52% | |
| 19 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.44% | +0.29% | +192.27% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.40% | -0.14% | -9.33% | |
| 21 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 1.32% | -0.09% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.23% | -0.08% | +15.08% | |
| 23 | FXO | First Trust Financial Alphad | ETF-Other | 1.16% | -0.17% | -1.26% | |
| 24 | PTY | Pimco Corporate & Income Opp | Stock-Other | 1.15% | -0.16% | -0.70% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.07% | -0.12% | +195.69% | |
| 26 | ROM | Proshares Ultra Technology | ETF-Tech | 1.03% | — | -74.68% | |
| 27 | FXL | First Trust Technology Alpha | ETF-Tech | 0.99% | +0.11% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | -0.03% | +12.11% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | -0.07% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -1.12% | EXIT | |
| 31 | DDM | Proshares Ultra Dow30 | ETF-Other | 0.74% | -0.03% | -70.82% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.73% | -0.04% | +1.63% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | -0.02% | +2.78% | |
| 34 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.58% | +0.02% | +48.20% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | -0.02% | — | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.12% | -2.32% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.04% | -1.10% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.04% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.06% | +29.66% | |
| 40 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.42% | -0.11% | -0.11% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.40% | -0.03% | — | |
| 42 | FVD | First Trust Value Line Dvd | ETF-Other | 0.39% | -0.04% | -3.98% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | -0.03% | — | |
| 44 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.36% | -0.01% | +390.46% | |
| 45 | TECL | Dire Dai Tec Bull 3x Etf-usd | ETF-Other | 0.35% | +0.27% | -2.34% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.34% | +0.01% | -14.86% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.33% | -0.04% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.06% | — | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | -0.04% | — | |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.31% | +0.01% | — |
According to official SEC Form 13F filings, Plotkin Financial Advisors, LLC reported a total U.S. public equity portfolio value of $241.0M across 90 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, RDVY, MOAT) accounted for 19.7% of total reported equity market value during Q1 2024.
During Q1 2024, Plotkin Financial Advisors, LLC's top holdings by market value included VTI (7.9%)、RDVY (6.7%)、MOAT (6.6%). The largest single position, VTI, represented 7.9% of total portfolio value.
In Q1 2024, Plotkin Financial Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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