Universe · entity
Plotkin Financial Advisors, LLC
Institutional manager (13F) · CIK 1826394
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $182M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET ETF | $20M | 62,036 |
| 2 | VANECK SEMICONDUCTOR ETF | $14M | 36,448 |
| 3 | INVESCO QQQ TRUST SERIES I | $13M | 23,222 |
| 4 | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $13M | 190,637 |
| 5 | VANGUARD DIVIDEND APPRECIATION ETF | $9M | 43,014 |
| 6 | JPMORGAN ULTRA-SHORT INCOME ETF | $8M | 151,766 |
| 7 | FIRST TRUST NASDAQ CYBERSECURITY ETF | $8M | 119,904 |
| 8 | APPLE INC COM | $7M | 28,957 |
| 9 | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | $7M | 44,666 |
| 10 | STATE STREET SPDR S&P 500 ETF | $7M | 10,828 |
| 11 | FIRST TRUST CAPITAL STRENGTH ETF | $6M | 64,887 |
| 12 | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $6M | 45,306 |
| 13 | ISHARES MSCI USA MOMENTUM FACTOR ETF | $5M | 18,919 |
| 14 | FT VEST US EQUITY BUFFER ETF - JANUARY | $4M | 79,110 |
| 15 | FIRST TRUST DOW JONES INTERNET INDEX FUND | $4M | 16,059 |
| 16 | NVIDIA CORPORATION COM | $3M | 19,526 |
| 17 | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $3M | 66,699 |
| 18 | FIRST TRUST CLOUD COMPUTING ETF | $3M | 27,336 |
| 19 | PROSHARES ULTRA S&P 500 | $3M | 55,598 |
| 20 | VANECK MORNINGSTAR WIDE MOAT ETF | $3M | 26,962 |
| 21 | EXXON MOBIL CORP COM | $2M | 13,103 |
| 22 | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $2M | 9,663 |
| 23 | SCHWAB U.S. LARGE-CAP ETF | $2M | 81,104 |
| 24 | FIRST TRUST FINANCIALS ALPHADEX FUND | $2M | 32,320 |
| 25 | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $2M | 11,118 |
| 26 | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | $2M | 32,776 |
| 27 | AMAZON COM INC COM | $2M | 8,133 |
| 28 | PIMCO CORPORATE & INCOME OPPOR COM | $2M | 131,437 |
| 29 | ALPHABET INC CAP STK CL A | $2M | 5,471 |
| 30 | PROCTER & GAMBLE CO COM | $1M | 10,017 |
| 31 | JPMORGAN EQUITY PREMIUM INCOME ETF | $1M | 24,304 |
| 32 | ORACLE CORP COM | $1M | 9,032 |
| 33 | MERCK & CO INC COM | $1M | 10,131 |
| 34 | FIRST TRUST SENIOR LOAN FUND | $1M | 26,384 |
| 35 | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $1M | 46,148 |
| 36 | INTERNATIONAL BUSINESS MACHS COM | $1M | 4,552 |
| 37 | VANGUARD S&P 500 ETF | $1M | 1,802 |
| 38 | MICROSOFT CORP COM | $965k | 2,607 |
| 39 | FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | $926k | 22,527 |
| 40 | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $916k | 48,236 |
| 41 | META PLATFORMS INC CL A | $901k | 1,574 |
| 42 | ELI LILLY & CO COM | $881k | 958 |
| 43 | PALO ALTO NETWORKS INC COM | $859k | 5,358 |
| 44 | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | $858k | 6,756 |
| 45 | JOHNSON & JOHNSON COM | $790k | 3,233 |
| 46 | ALPHABET INC CAP STK CL C | $761k | 2,651 |
| 47 | PROSHARES ULTRA DOW30 | $746k | 14,324 |
| 48 | COCA COLA CO COM | $609k | 8,009 |
| 49 | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $594k | 10,509 |
| 50 | INVESCO S&P 500 QUALITY ETF | $586k | 7,794 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.