Plotkin Financial Advisors, LLC
111 holdingsFiling period: 2026-06-30Current AUM: $241.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 61.7K | $22.8M | $23.0M | 9.55% | -328 | 2026-06-30 |
| 2 | SMH | VANECK SEMICONDUCTOR ETF | 33.5K | $22.0M | $18.2M | 7.55% | -2,901 | 2026-06-30 |
| 3 | QQQ | INVESCO QQQ TRUST SERIES I | 23.5K | $17.3M | $16.5M | 6.86% | +239 | 2026-06-30 |
| 4 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 193.2K | $15.7M | $15.4M | 6.39% | +2.5K | 2026-06-30 |
| 5 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 120.3K | $10.8M | $12.2M | 5.04% | +412 | 2026-06-30 |
| 6 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 43.5K | $10.3M | $10.3M | 4.29% | +497 | 2026-06-30 |
| 7 | AAPL | APPLE INC COM | 29.0K | $8.4M | $9.6M | 3.99% | +65 | 2026-06-30 |
| 8 | FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | 41.7K | $8.3M | $7.4M | 3.09% | -2,955 | 2026-06-30 |
| 9 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 164.9K | $8.3M | $8.3M | 3.44% | +13.1K | 2026-06-30 |
| 10 | SPY | STATE STREET SPDR S&P 500 ETF | 10.9K | $8.1M | $8.2M | 3.42% | +48 | 2026-06-30 |
| 11 | GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | 44.3K | $6.3M | $6.4M | 2.66% | -1,003 | 2026-06-30 |
| 12 | MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 18.1K | $6.2M | $5.4M | 2.25% | -819 | 2026-06-30 |
| 13 | FTCS | FIRST TRUST CAPITAL STRENGTH ETF | 60.0K | $5.6M | $5.9M | 2.43% | -4,849 | 2026-06-30 |
| 14 | FJAN | FT VEST US EQUITY BUFFER ETF - JANUARY | 79.1K | $4.4M | $4.4M | 1.84% | +25 | 2026-06-30 |
| 15 | FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | 15.3K | $4.1M | $4.4M | 1.84% | -739 | 2026-06-30 |
| 16 | NVDA | NVIDIA CORPORATION COM | 19.6K | $3.9M | $4.2M | 1.73% | +121 | 2026-06-30 |
| 17 | SKYY | FIRST TRUST CLOUD COMPUTING ETF | 26.4K | $3.6M | $4.3M | 1.78% | -905 | 2026-06-30 |
| 18 | QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | 9.6K | $3.2M | $2.9M | 1.21% | -42 | 2026-06-30 |
| 19 | DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 69.5K | $3.2M | $3.3M | 1.37% | +2.8K | 2026-06-30 |
| 20 | SSO | PROSHARES ULTRA S&P 500 | 46.5K | $3.1M | $3.2M | 1.32% | -9,074 | 2026-06-30 |
| 21 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 26.4K | $2.7M | $2.9M | 1.20% | -518 | 2026-06-30 |
| 22 | FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | 11.1K | $2.4M | $2.4M | 0.98% | -- | 2026-06-30 |
| 23 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 81.6K | $2.4M | $2.4M | 1.01% | +541 | 2026-06-30 |
| 24 | GOOGL | ALPHABET INC CAP STK CL A | 5.7K | $2.0M | $2.0M | 0.82% | +257 | 2026-06-30 |
| 25 | AMZN | AMAZON COM INC COM | 8.3K | $2.0M | $2.1M | 0.86% | +207 | 2026-06-30 |
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