Plotkin Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 19, 2026, for the 2025 Q4 period, Plotkin Financial Advisors, LLC held in its portfolio 101 assets valued at $204,968,623 (i.e. $204.97M).

The most valuable assets in the portfolio included: VANGUARD TOTAL STOCK MARKET ETF ($20.37M), INVESCO QQQ TRUST SERIES I ($14.14M), and VANECK SEMICONDUCTOR ETF ($13.16M).

The chart below shows the top 10 valuable assets, and the table below shows the top 101 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Plotkin Financial Advisors, LLC Portfolio

VANGUARD TOTAL STOCK MARKET ETF

INVESCO QQQ TRUST SERIES I

VANECK SEMICONDUCTOR ETF

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

VANGUARD DIVIDEND APPRECIATION ETF

FIRST TRUST NASDAQ CYBERSECURITY ETF

APPLE INC COM

FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND

STATE STREET SPDR S&P 500 ETF

JPMORGAN ULTRA-SHORT INCOME ETF

Plotkin Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD TOTAL STOCK MARKET ETF	60755	20369328	ETF
INVESCO QQQ TRUST SERIES I	23011	14136193	ETF
VANECK SEMICONDUCTOR ETF	36550	13162751	ETF
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	188050	13063833	ETF
VANGUARD DIVIDEND APPRECIATION ETF	42868	9421726	ETF
FIRST TRUST NASDAQ CYBERSECURITY ETF	118359	8456750	ETF
APPLE INC COM	28371	7713140	Stock
FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND	44906	7268143	ETF
STATE STREET SPDR S&P 500 ETF	10084	6876481	ETF
JPMORGAN ULTRA-SHORT INCOME ETF	129543	6553619	ETF
TR ACTIVEBETA US LARGE CAP EQUITY ETF	48048	6360113	ETF
FIRST TRUST CAPITAL STRENGTH ETF	65801	6087355	ETF
ISHARES MSCI USA MOMENTUM FACTOR ETF	18960	4745877	ETF
FIRST TRUST DOW JONES INTERNET INDEX FUND	16059	4322761	ETF
FT VEST US EQUITY BUFFER ETF - JANUARY	74803	3871055	ETF
NVIDIA CORPORATION COM	20211	3769351	Stock
FIRST TRUST CLOUD COMPUTING ETF	27730	3607118	ETF
PROSHARES ULTRA S&P 500	58686	3399110	ETF
VANECK MORNINGSTAR WIDE MOAT ETF	27377	2835162	ETF
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	62620	2786590	ETF
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND	9972	2295654	ETF
SCHWAB U.S. LARGE-CAP ETF	79467	2138456	ETF
FIRST TRUST FINANCIALS ALPHADEX FUND	33651	2030837	ETF
AMAZON COM INC COM	8132	1877028	Stock
FIRST TRUST TECHNOLOGY ALPHADEX FUND	11118	1870937	ETF
FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER	32807	1798807	ETF
ORACLE CORP COM	9016	1757491	Stock
ALPHABET INC CAP STK CL A	5475	1713952	Stock
PIMCO CORPORATE & INCOME OPPOR COM	127102	1639615	CEF
EXXON MOBIL CORP COM	13103	1576815	Stock
PROCTER & GAMBLE CO COM	10021	1436109	Stock
INTERNATIONAL BUSINESS MACHS COM	4552	1348347	Stock
JPMORGAN EQUITY PREMIUM INCOME ETF	23027	1318065	ETF
FIRST TRUST SENIOR LOAN FUND	25640	1176363	ETF
VANGUARD S&P 500 ETF	1807	1133223	ETF
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF	41738	1095205	ETF
MERCK & CO INC COM	10102	1063336	Stock
MICROSOFT CORP COM	2125	1027692	Stock
ELI LILLY & CO COM	954	1025244	Stock
META PLATFORMS INC CL A	1480	976933	Stock
FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF	6756	960224	ETF
FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY	22527	935546	ETF
PALO ALTO NETWORKS INC COM	4880	898896	Stock
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF	44601	864813	ETF
ALPHABET INC CAP STK CL C	2640	828708	Stock
PROSHARES ULTRA DOW30	14502	824583	ETF
CONSTELLATION ENERGY CORP COM	2063	728796	Stock
JOHNSON & JOHNSON COM	3012	623333	Stock
DIREXION DAILY TECHNOLOGY BULL 3X SHARES	5180	608598	ETF
FT VEST U.S. EQUITY BUFFER ETF - JUNE	10509	599643	ETF
ISHARES MORNINGSTAR GROWTH ETF	5715	594588	ETF
INVESCO S&P 500 QUALITY ETF	7769	583063	ETF
BLACKSTONE INC COM	3779	582495	Stock
COCA COLA CO COM	7960	556483	Stock
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	6601	552833	ETF
S&P GLOBAL INC COM	1057	552377	Stock
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF	5170	546417	ETF
INVESCO S&P 500 HIGH BETA ETF	4650	543910	ETF
HOME DEPOT INC COM	1491	513248	Stock
JPMORGAN CHASE & CO COM	1549	499118	Stock
BERKSHIRE HATHAWAY INC DEL CL B NEW	979	492094	Stock
FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF	9374	486196	ETF
COUPANG INC CL A	20000	471800	Stock
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND	10146	467527	ETF
VISA INC COM CL A	1330	466511	Stock
NEXTERA ENERGY INC COM	5425	435519	Stock
VANGUARD SHORT-TERM CORPORATE BOND ETF	5240	417785	ETF
ARISTA NETWORKS INC COM SHS	2983	390862	Stock
ISHARES RUSSELL 2000 ETF	1527	375886	ETF
ISHARES U.S. AEROSPACE & DEFENSE ETF	1699	364758	ETF
3M CO COM	2278	364707	Stock
MOODYS CORP COM	702	358616	Stock
ISHARES FLOATING RATE BOND ETF	6855	348645	ETF
FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL	8300	326571	ETF
PACER US CASH COWS 100 ETF	5294	318539	ETF
MCDONALDS CORP COM	992	303184	Stock
EMERSON ELEC CO COM	2266	300743	Stock
AMERICAN EXPRESS CO COM	759	280792	Stock
FT VEST US EQUITY BUFFER ETF - MARCH	5862	278239	ETF
ADVANCED MICRO DEVICES INC COM	1297	277765	Stock
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	2639	274640	ETF
EXELON CORP COM	6191	269865	Stock
JANUS HENDERSON AAA CLO ETF	5165	261245	ETF
ISHARES S&P MID-CAP 400 GROWTH ETF	2644	256150	ETF
PHILLIPS EDISON & CO INC COMMON STOCK	7173	255143	REIT
WALMART INC COM	2270	252900	Stock
PROSHARES ULTRA SEMICONDUCTORS	4740	248897	ETF
VANGUARD MID-CAP ETF	857	248718	ETF
FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND	2583	248274	ETF
ISHARES CORE S&P 500 ETF	359	245893	ETF
NORFOLK SOUTHN CORP COM	829	239348	Stock
BANK AMERICA CORP COM	4250	233750	Stock
PLYMOUTH INDL REIT INC COM	10305	225473	REIT
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	4065	222640	ETF
VERIZON COMMUNICATIONS INC COM	5315	216479	Stock
WEC ENERGY GROUP INC COM	2042	215349	Stock
NORTHROP GRUMMAN CORP COM	371	211547	Stock
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND	4617	204717	ETF
INVESCO S&P 500 EQUAL WEIGHT ETF	1063	203628	ETF
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	1300	201656	ETF
ISHARES CORE 60/40 BALANCED ALLOCATION ETF	3097	201335	ETF