The Analysis of Plotkin Financial Advisors, LLC's Holdings
Currently, Plotkin Financial Advisors, LLC holds 101 types of securities in its portfolio with a total value $205.0M. In the most recent quarter, they have increased their positions in GSLC (+42.0K shares, valued at $5.6M), SSO (+29.0K shares, valued at $1.7M), VTI (+2.4K shares, valued at $808.0K); decreased their positions in MOAT (-83.8K shares, valued at $8.7M), FTCS (-1.7K shares, valued at $160.4K), FAD (-726 shares, valued at $117.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD TOTAL STOCK MARKET ETF60.8K shares4.13%2025-12-312026-02-19
SMH VANECK SEMICONDUCTOR ETF36.5K shares1.08%2025-12-312026-02-19 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF188.1K shares2.04%2025-12-312026-02-19 VIG VANGUARD DIVIDEND APPRECIATION ETF42.9K shares-0.58%2025-12-312026-02-19 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF118.4K shares1.01%2025-12-312026-02-19 AAPL APPLE INC COM28.4K shares-0.33%2025-12-312026-02-19 FAD FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND44.9K shares-1.59%2025-12-312026-02-19 SPY STATE STREET SPDR S&P 500 ETF10.1K shares2.95%2025-12-312026-02-19 JPST JPMORGAN ULTRA-SHORT INCOME ETF129.5K shares11.71%2025-12-312026-02-19 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF48.0K shares693.26%2025-12-312026-02-19 FTCS FIRST TRUST CAPITAL STRENGTH ETF65.8K shares-2.57%2025-12-312026-02-19 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF19.0K shares-1.60%2025-12-312026-02-19 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND16.1K shares-1.10%2025-12-312026-02-19 FJAN FT VEST US EQUITY BUFFER ETF - JANUARY74.8K shares-1.33%2025-12-312026-02-19 NVDA NVIDIA CORPORATION COM20.2K shares1.74%2025-12-312026-02-19 SKYY FIRST TRUST CLOUD COMPUTING ETF27.7K shares-1.51%2025-12-312026-02-19 SSO PROSHARES ULTRA S&P 50058.7K shares97.46%2025-12-312026-02-19 MOAT VANECK MORNINGSTAR WIDE MOAT ETF27.4K shares-75.38%2025-12-312026-02-19 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF62.6K shares3.49%2025-12-312026-02-19 QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND10.0K shares-0.48%2025-12-312026-02-19 SCHX SCHWAB U.S. LARGE-CAP ETF79.5K shares-0.07%2025-12-312026-02-19 FXO FIRST TRUST FINANCIALS ALPHADEX FUND33.7K shares-0.24%2025-12-312026-02-19 AMZN AMAZON COM INC COM8.1K shares1.71%2025-12-312026-02-19 FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND11.1K shares0.00%2025-12-312026-02-19 FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER32.8K shares-0.06%2025-12-312026-02-19 ORCL ORACLE CORP COM9.0K shares-0.27%2025-12-312026-02-19 PTY PIMCO CORPORATE & INCOME OPPOR COM127.1K shares1.67%2025-12-312026-02-19 XOM EXXON MOBIL CORP COM13.1K shares-0.02%2025-12-312026-02-19 PG PROCTER & GAMBLE CO COM10.0K shares0.00%2025-12-312026-02-19 IBM INTERNATIONAL BUSINESS MACHS COM4.6K shares0.00%2025-12-312026-02-19 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF23.0K shares-1.98%2025-12-312026-02-19 FTSL FIRST TRUST SENIOR LOAN FUND25.6K shares12.87%2025-12-312026-02-19 RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF41.7K shares20.03%2025-12-312026-02-19 MSFT MICROSOFT CORP COM2.1K shares-1.62%2025-12-312026-02-19 LLY ELI LILLY & CO COM954 shares0.00%2025-12-312026-02-19 META META PLATFORMS INC CL A1.5K shares29.94%2025-12-312026-02-19 QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF6.8K shares0.00%2025-12-312026-02-19 GFEB FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY22.5K shares-10.90%2025-12-312026-02-19 PANW PALO ALTO NETWORKS INC COM4.9K shares4.86%2025-12-312026-02-19 FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF44.6K shares19.33%2025-12-312026-02-19 DDM PROSHARES ULTRA DOW3014.5K shares99.29%2025-12-312026-02-19 CEG CONSTELLATION ENERGY CORP COM2.1K shares0.00%2025-12-312026-02-19 JNJ JOHNSON & JOHNSON COM3.0K shares0.00%2025-12-312026-02-19 TECL DIREXION DAILY TECHNOLOGY BULL 3X SHARES5.2K shares0.00%2025-12-312026-02-19 FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE10.5K shares0.00%2025-12-312026-02-19 ILCG ISHARES MORNINGSTAR GROWTH ETF5.7K shares15.69%2025-12-312026-02-19 SPHQ INVESCO S&P 500 QUALITY ETF7.8K shares-0.12%2025-12-312026-02-19 KO COCA COLA CO COM8.0K shares0.00%2025-12-312026-02-19 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF6.6K shares14.46%2025-12-312026-02-19 SPGI S&P GLOBAL INC COM1.1K shares0.00%2025-12-312026-02-19 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF5.2K shares-9.22%2025-12-312026-02-19 SPHB INVESCO S&P 500 HIGH BETA ETF4.7K shares0.00%2025-12-312026-02-19 HD HOME DEPOT INC COM1.5K shares-1.26%2025-12-312026-02-19 JPM JPMORGAN CHASE & CO COM1.5K shares3.27%2025-12-312026-02-19 ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF9.4K shares-0.53%2025-12-312026-02-19 CPNG COUPANG INC CL A20.0K shares0.00%2025-12-312026-02-19 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND10.1K shares0.00%2025-12-312026-02-19 V VISA INC COM CL A1.3K shares6.57%2025-12-312026-02-19 NEE NEXTERA ENERGY INC COM5.4K shares0.00%2025-12-312026-02-19 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF5.2K shares-3.89%2025-12-312026-02-19 IWM ISHARES RUSSELL 2000 ETF1.5K shares-12.54%2025-12-312026-02-19 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF1.7K shares0.00%2025-12-312026-02-19 MMM 3M CO COM2.3K shares0.00%2025-12-312026-02-19 MCO MOODYS CORP COM702 shares0.00%2025-12-312026-02-19 FLOT ISHARES FLOATING RATE BOND ETF6.9K shares18.19%2025-12-312026-02-19 DAPR FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL8.3K shares0.00%2025-12-312026-02-19 COWZ PACER US CASH COWS 100 ETF5.3K shares-6.40%2025-12-312026-02-19 MCD MCDONALDS CORP COM992 shares0.00%2025-12-312026-02-19 EMR EMERSON ELEC CO COM2.3K shares0.00%2025-12-312026-02-19 AXP AMERICAN EXPRESS CO COM759 shares13.96%2025-12-312026-02-19 FMAR FT VEST US EQUITY BUFFER ETF - MARCH5.9K shares-1.83%2025-12-312026-02-19 AMD ADVANCED MICRO DEVICES INC COM1.3K shares0.00%2025-12-312026-02-19 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF2.6K shares0.00%2025-12-312026-02-19 EXC EXELON CORP COM6.2K shares0.00%2025-12-312026-02-19 JAAA JANUS HENDERSON AAA CLO ETF5.2K shares0.00%2025-12-312026-02-19 IJK ISHARES S&P MID-CAP 400 GROWTH ETF2.6K shares0.00%2025-12-312026-02-19 PECO PHILLIPS EDISON & CO INC COMMON STOCK7.2K shares0.00%2025-12-312026-02-19 WMT WALMART INC COM2.3K shares-5.22%2025-12-312026-02-19 USD PROSHARES ULTRA SEMICONDUCTORS4.7K shares100.00%2025-12-312026-02-19 VO VANGUARD MID-CAP ETF857 shares0.00%2025-12-312026-02-19 FYC FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND2.6K shares0.00%2025-12-312026-02-19 IVV ISHARES CORE S&P 500 ETF359 shares0.00%2025-12-312026-02-19 NSC NORFOLK SOUTHN CORP COM829 shares0.00%2025-12-312026-02-19 BAC BANK AMERICA CORP COM4.3K shares0.00%2025-12-312026-02-19 PLYM PLYMOUTH INDL REIT INC COM10.3K shares0.00%2025-12-312026-02-19 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF4.1K shares0.00%2025-12-312026-02-19 VZ VERIZON COMMUNICATIONS INC COM5.3K shares0.00%2025-12-312026-02-19 NOC NORTHROP GRUMMAN CORP COM371 shares0.00%2025-12-312026-02-19 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND4.6K shares0.00%2025-12-312026-02-19 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF1.3K shares0.00%2025-12-312026-02-19 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF3.1K shares0.00%2025-12-312026-02-19 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available