Plotkin Financial Advisors, LLC
101 holdingsFiling period: 2026-03-31Current AUM: $236.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 62.0K | $19.9M | $22.8M | 9.66% | +1.3K | 2026-03-31 |
| 2 | SMH | VANECK SEMICONDUCTOR ETF | 36.4K | $14.0M | $19.7M | 8.33% | -102 | 2026-03-31 |
| 3 | QQQ | INVESCO QQQ TRUST SERIES I | 23.2K | $13.4M | $16.0M | 6.76% | +211 | 2026-03-31 |
| 4 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 190.6K | $13.0M | $15.5M | 6.54% | +2.6K | 2026-03-31 |
| 5 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 43.0K | $9.3M | $10.3M | 4.35% | +146 | 2026-03-31 |
| 6 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 151.8K | $7.7M | $7.7M | 3.24% | +22.2K | 2026-03-31 |
| 7 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 119.9K | $7.5M | $11.0M | 4.66% | +1.5K | 2026-03-31 |
| 8 | AAPL | APPLE INC COM | 29.0K | $7.3M | $8.9M | 3.78% | +586 | 2026-03-31 |
| 9 | FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | 44.7K | $7.1M | $8.2M | 3.47% | -240 | 2026-03-31 |
| 10 | SPY | STATE STREET SPDR S&P 500 ETF | 10.8K | $7.0M | $8.1M | 3.42% | +744 | 2026-03-31 |
| 11 | FTCS | FIRST TRUST CAPITAL STRENGTH ETF | 64.9K | $6.0M | $6.4M | 2.71% | -914 | 2026-03-31 |
| 12 | GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | 45.3K | $5.7M | $6.5M | 2.74% | -2,742 | 2026-03-31 |
| 13 | MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 18.9K | $4.5M | $5.7M | 2.40% | -41 | 2026-03-31 |
| 14 | FJAN | FT VEST US EQUITY BUFFER ETF - JANUARY | 79.1K | $4.0M | $4.4M | 1.86% | +4.3K | 2026-03-31 |
| 15 | FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | 16.1K | $3.8M | $4.4M | 1.87% | -- | 2026-03-31 |
| 16 | NVDA | NVIDIA CORPORATION COM | 19.5K | $3.4M | $3.9M | 1.66% | -685 | 2026-03-31 |
| 17 | DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 66.7K | $3.0M | $3.1M | 1.32% | +4.1K | 2026-03-31 |
| 18 | SKYY | FIRST TRUST CLOUD COMPUTING ETF | 27.3K | $3.0M | $3.9M | 1.65% | -394 | 2026-03-31 |
| 19 | SSO | PROSHARES ULTRA S&P 500 | 55.6K | $2.9M | $3.7M | 1.57% | -3,088 | 2026-03-31 |
| 20 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 27.0K | $2.6M | $2.9M | 1.23% | -415 | 2026-03-31 |
| 21 | XOM | EXXON MOBIL CORP COM | 13.1K | $2.2M | $2.0M | 0.86% | -- | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP COM | 13.1K | $2.2M | $2.0M | 0.86% | -- | 2026-03-31 |
| 23 | QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | 9.7K | $2.1M | $2.9M | 1.22% | -309 | 2026-03-31 |
| 24 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 81.1K | $2.1M | $2.4M | 1.01% | +1.6K | 2026-03-31 |
| 25 | FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | 32.3K | $1.8M | $2.1M | 0.90% | -1,331 | 2026-03-31 |
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