13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001826394
Total reported value
$241.0M
$241.0M
92 檔
22.1%
According to the latest 13F quarterly dataset, Plotkin Financial Advisors, LLC managed an equity portfolio of $241.0M at the end of Q1 2025, spanning 92 distinct U.S. exchange-listed positions.
In Q1 2025, Plotkin Financial Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.54% | -0.52% | +5.62% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 6.36% | -0.17% | +1.80% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 6.29% | -0.04% | +3.28% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.74% | +0.44% | +2.93% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.85% | -0.38% | +0.87% | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.62% | +2.11% | +1.57% | |
| 7 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 4.46% | +0.72% | +0.17% | |
| 8 | FTCS | First Trust Capital Strength | ETF-Other | 3.93% | -0.68% | -0.07% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.90% | -0.21% | -0.43% | |
| 10 | FAD | First Trust Multi Cap Growth | ETF-Other | 3.67% | -0.11% | +0.49% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.98% | -0.17% | +5.91% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.80% | -0.40% | +9.43% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.43% | +0.29% | -0.75% | |
| 14 | FDN | First Trust Dj Internet Ind | ETF-Other | 2.26% | -0.21% | +0.18% | |
| 15 | SSO | Proshares Ultra S&p500 | ETF-Other | 2.22% | -0.15% | -4.94% | |
| 16 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 2.04% | -0.19% | +6.48% | |
| 17 | SKYY | First Trust Cloud Computing | ETF-Other | 1.85% | -0.02% | -0.03% | |
| 18 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.49% | -0.18% | -2.10% | |
| 19 | FXO | First Trust Financial Alphad | ETF-Other | 1.12% | -0.17% | -0.61% | |
| 20 | PTY | Pimco Corporate & Income Opp | Stock-Other | 1.09% | -0.16% | +2.87% | |
| 21 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.07% | +0.29% | -0.47% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.06% | -0.04% | +13.22% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.04% | -0.12% | — | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.01% | -0.14% | -6.51% | |
| 25 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.97% | -0.09% | -0.07% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | -0.03% | +0.22% | |
| 27 | FXL | First Trust Technology Alpha | ETF-Tech | 0.90% | +0.11% | — | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -1.12% | EXIT | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.75% | -0.12% | +1.42% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | -0.08% | -41.81% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.70% | -0.02% | — | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.08% | +140.23% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | -0.02% | — | |
| 34 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 0.60% | -0.08% | — | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | -0.07% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.06% | +0.93% | |
| 37 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.50% | +0.02% | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.04% | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.04% | +2.13% | |
| 40 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.43% | +0.03% | +151.08% | |
| 41 | DDM | Proshares Ultra Dow30 | ETF-Other | 0.42% | -0.03% | -0.84% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.35% | -0.04% | — | |
| 43 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.35% | -0.11% | +30.58% | |
| 44 | FPEI | First Trust Institutional Pr | ETF-Other | 0.35% | -0.02% | +50.25% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.03% | +0.87% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.33% | +0.32% | +38.64% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.32% | -0.04% | +0.53% | |
| 48 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.32% | -0.04% | — | |
| 49 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.32% | +0.01% | — | |
| 50 | SPGI | S&p Global Inc | Stock-Financials | 0.32% | -0.05% | +2.54% |
According to official SEC Form 13F filings, Plotkin Financial Advisors, LLC reported a total U.S. public equity portfolio value of $241.0M across 92 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, MOAT, RDVY) accounted for 22.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
GFEB
市值: $973.3K
Top Position Liquidated / Trimmed
ROM
前期市值: $1.7M
During Q1 2025, Plotkin Financial Advisors, LLC's top holdings by market value included VTI (9.5%)、MOAT (6.4%)、RDVY (6.3%). The largest single position, VTI, represented 9.5% of total portfolio value.
In Q1 2025, Plotkin Financial Advisors, LLC made 64 total portfolio adjustments, initiating 7 new buys, adding to 30 positions, trimming 21 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.