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CIK: 0001826394
Total reported value
$241.0M
$241.0M
101 檔
29.1%
At the close of Q4 2025, Plotkin Financial Advisors, LLC disclosed equity holdings valued at approximately $241.0M, spread across 101 reported holdings.
During Q4 2025, Plotkin Financial Advisors, LLC performed routine portfolio adjustments (0 new buys, 29 additions, 28 trims, and 3 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.94% | -0.52% | +4.13% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.90% | +0.44% | +5.46% | |
| 3 | SMH | Vaneck Semiconductor ETF | ETF-Other | 6.42% | +2.11% | +1.08% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 6.37% | -0.04% | +2.04% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.60% | -0.38% | -0.58% | |
| 6 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 4.13% | +0.72% | +1.01% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.76% | -0.21% | -0.33% | |
| 8 | FAD | First Trust Multi Cap Growth | ETF-Other | 3.55% | -0.11% | -1.59% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.35% | -0.17% | +2.95% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.20% | -0.40% | +11.71% | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 3.10% | -0.24% | +693.26% | |
| 12 | FTCS | First Trust Capital Strength | ETF-Other | 2.97% | -0.68% | -2.57% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.32% | +0.29% | -1.60% | |
| 14 | FDN | First Trust Dj Internet Ind | ETF-Other | 2.11% | -0.21% | -1.10% | |
| 15 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.89% | -0.19% | -1.33% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | -0.08% | +1.74% | |
| 17 | SKYY | First Trust Cloud Computing | ETF-Other | 1.76% | -0.02% | -1.51% | |
| 18 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.66% | -0.15% | +97.46% | |
| 19 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.38% | -0.17% | -75.38% | |
| 20 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.36% | -0.18% | +3.49% | |
| 21 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.12% | +0.29% | -0.48% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.04% | -0.04% | -0.07% | |
| 23 | FXO | First Trust Financial Alphad | ETF-Other | 0.99% | -0.17% | -0.24% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | -0.03% | +1.71% | |
| 25 | FXL | First Trust Technology Alpha | ETF-Tech | 0.91% | +0.11% | — | |
| 26 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.88% | -0.09% | -0.06% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.86% | -0.12% | -0.27% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.06% | +0.74% | |
| 29 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.80% | -0.16% | +1.67% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -1.12% | EXIT | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.12% | — | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.66% | -0.02% | — | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.64% | -0.14% | -1.98% | |
| 34 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.57% | -0.11% | +12.87% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | -0.02% | +2.73% | |
| 36 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.53% | +0.03% | +20.03% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | -0.07% | — | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | -0.04% | -1.62% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.04% | — | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.08% | +29.94% | |
| 41 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.47% | +0.02% | — | |
| 42 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 0.46% | -0.08% | -10.90% | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.44% | +0.32% | +4.86% | |
| 44 | FPEI | First Trust Institutional Pr | ETF-Other | 0.42% | -0.02% | +19.33% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.01% | — | |
| 46 | DDM | Proshares Ultra Dow30 | ETF-Other | 0.40% | -0.03% | +99.29% | |
| 47 | CEG | Constellation Energy | Stock-Utilities | 0.36% | -0.08% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.06% | — | |
| 49 | TECL | Dire Dai Tec Bull 3x Etf-usd | ETF-Other | 0.30% | +0.27% | — | |
| 50 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.29% | -0.04% | — |
According to official SEC Form 13F filings, Plotkin Financial Advisors, LLC reported a total U.S. public equity portfolio value of $241.0M across 101 disclosed positions in Q4 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, QQQ, SMH) accounted for 29.1% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
TJUL
前期市值: $228.5K
During Q4 2025, Plotkin Financial Advisors, LLC's top holdings by market value included VTI (9.9%)、QQQ (6.9%)、SMH (6.4%). The largest single position, VTI, represented 9.9% of total portfolio value.
In Q4 2025, Plotkin Financial Advisors, LLC made 60 total portfolio adjustments, initiating 0 new buys, adding to 29 positions, trimming 28 holdings, and fully liquidating 3 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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