Plotkin Financial Advisors, LLC
CIK: 0001826394SEC EDGAR →
Portfolio Value
$205.0M
Holdings
101
As of
Q4 2025
New Positions
0
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET ETF | 60,755 | $20.4M | 9.94% |
| 2 | INVESCO QQQ TRUST SERIES I | 23,011 | $14.1M | 6.90% |
| 3 | VANECK SEMICONDUCTOR ETF | 36,550 | $13.2M | 6.42% |
| 4 | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 188,050 | $13.1M | 6.37% |
| 5 | VANGUARD DIVIDEND APPRECIATION ETF | 42,868 | $9.4M | 4.60% |
| 6 | FIRST TRUST NASDAQ CYBERSECURITY ETF | 118,359 | $8.5M | 4.13% |
| 7 | APPLE INC COM | 28,371 | $7.7M | 3.76% |
| 8 | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | 44,906 | $7.3M | 3.55% |
| 9 | STATE STREET SPDR S&P 500 ETF | 10,084 | $6.9M | 3.35% |
| 10 | JPMORGAN ULTRA-SHORT INCOME ETF | 129,543 | $6.6M | 3.20% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 64 | $153.7M | 75.0% |
| Technology | 10 | $19.1M | 9.3% |
| Unknown | 5 | $16.2M | 7.9% |
| Communication Services | 3 | $3.5M | 1.7% |
| Consumer Cyclical | 4 | $3.2M | 1.5% |
| Healthcare | 3 | $2.7M | 1.3% |
| Consumer Defensive | 3 | $2.2M | 1.1% |
| Energy | 1 | $1.6M | 0.8% |
| Utilities | 3 | $1.4M | 0.7% |
| Industrials | 4 | $1.1M | 0.5% |
| Real Estate | 1 | $255K | 0.1% |