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CIK: 0001826394
Total reported value
$241.0M
$241.0M
91 檔
22.6%
As reported in its official Q4 2024 Form 13F filing, Plotkin Financial Advisors, LLC's tracked investment portfolio stood at $241.0M with 91 total positions.
During Q4 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 | 9.20% | -0.52% | +0.61% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 6.36% | -0.17% | +1.04% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 5.94% | -0.04% | -3.77% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.87% | +0.44% | +2.15% | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-Other | 5.03% | +2.11% | +0.56% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.69% | -0.38% | +1.60% | |
| 7 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 4.33% | +0.72% | -1.43% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.26% | -0.21% | -0.14% | |
| 9 | FAD | First Trust Multi Cap Growth | ETF-Other | 3.77% | -0.11% | -0.64% | |
| 10 | FTCS | First Trust Capital Strength | ETF-Other | 3.72% | -0.68% | -1.45% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.85% | -0.17% | +7.85% | |
| 12 | SSO | Proshares Ultra S&p500 | ETF-Other | 2.52% | -0.15% | -5.78% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.45% | -0.40% | -2.71% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.42% | +0.29% | -1.38% | |
| 15 | FDN | First Trust Dj Internet Ind | ETF-Other | 2.38% | -0.21% | -1.66% | |
| 16 | SKYY | First Trust Cloud Computing | ETF-Other | 2.08% | -0.02% | -1.65% | |
| 17 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.92% | -0.19% | -11.45% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.50% | -0.08% | -3.90% | |
| 19 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.46% | -0.18% | -2.15% | |
| 20 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.12% | +0.29% | -3.88% | |
| 21 | FXO | First Trust Financial Alphad | ETF-Other | 1.11% | -0.17% | -0.85% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.05% | -0.14% | -1.59% | |
| 23 | PTY | Pimco Corporate & Income Opp | Stock-Other | 1.02% | -0.16% | +0.42% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | -0.03% | +0.19% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.99% | -0.12% | — | |
| 26 | ROM | Proshares Ultra Technology | ETF-Tech | 0.98% | — | -3.27% | |
| 27 | FXL | First Trust Technology Alpha | ETF-Tech | 0.98% | +0.11% | — | |
| 28 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.96% | -0.09% | -2.51% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.95% | -0.04% | +208.72% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.85% | -0.12% | +1.91% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -1.12% | EXIT | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | -0.02% | -4.58% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.06% | +0.28% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | -0.07% | — | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | -0.02% | — | |
| 36 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.50% | +0.02% | -0.22% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.04% | +1.96% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.04% | — | |
| 39 | DDM | Proshares Ultra Dow30 | ETF-Other | 0.43% | -0.03% | -17.11% | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.38% | -0.04% | — | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | -0.03% | -0.07% | |
| 42 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.34% | -0.01% | -11.36% | |
| 43 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.32% | -0.04% | -0.15% | |
| 44 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.31% | +0.01% | +10.67% | |
| 45 | FVD | First Trust Value Line Dvd | ETF-Other | 0.31% | -0.04% | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.01% | — | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.29% | -0.04% | — | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.29% | -0.04% | -4.42% | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.29% | -0.05% | — | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.28% | -0.01% | -5.72% |
According to official SEC Form 13F filings, Plotkin Financial Advisors, LLC reported a total U.S. public equity portfolio value of $241.0M across 91 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, MOAT, RDVY) accounted for 22.6% of total reported equity market value during Q4 2024.
During Q4 2024, Plotkin Financial Advisors, LLC's top holdings by market value included VTI (9.2%)、MOAT (6.4%)、RDVY (5.9%). The largest single position, VTI, represented 9.2% of total portfolio value.
In Q4 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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