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Plotkin Financial Advisors, LLC

Q4 2022 Holdings

Filed 2024-11-15 | 68 holdings | $98.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
First Trust Rising Dividend Achievers ETF(RDVY)ETF33738R506$8.1M185,4298.3%
Proshares Ultra S&P 500(SSO)ETF74347R107$8.1M181,7768.2%
First Trust Capital Strength ETF(FTCS)ETF33733E104$6.1M81,0946.2%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$5.7M37,2415.7%
First Trust Nasdaq Cybersecurity ETF(CIBR)ETF33734X846$5.2M133,4725.2%
First Trust Multi Cap Growth Alphadex Fund(FAD)ETF33733F101$4.8M50,5504.9%
Apple Inc COM(AAPL)Stock037833100$4.2M32,4414.3%
Vaneck Semiconductor ETF(SMH)ETF92189F676$4.0M19,8634.1%
Ishares Msci USA Momentum Factor ETF(MTUM)ETF46432F396$4.0M27,3754.1%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$3.1M11,6643.2%
Proshares Ultra Dow30(DDM)ETF74347R305$3.1M48,0983.1%
Vanguard Total Stock Market ETF(VTI)ETF922908769$2.7M14,2812.8%
Amplify CWP Enhanced Dividend Income ETF(DIVO)ETF032108409$2.7M74,0142.7%
Proshares Ultra Technology(ROM)ETF74347R693$2.5M109,2122.6%
Proshares Ultra Financials(UYG)ETF74347X633$2.4M52,5812.4%
First Trust DOW Jones Internet Index Fund(FDN)ETF33733E302$2.3M18,7662.3%
Vaneck Morningstar Wide Moat ETF(MOAT)ETF92189F643$2.2M33,6572.2%
First Trust Financials Alphadex Fund(FXO)ETF33734X135$1.9M45,8431.9%
First Trust Cloud Computing ETF(SKYY)ETF33734X192$1.9M32,3051.9%
FT Vest U.S. Equity Buffer ETF - November(FNOV)ETF33740F847$1.8M49,8161.8%
JPMorgan Equity Premium Income ETF(JEPI)ETF46641Q332$1.6M29,3241.6%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$1.2M3,0111.2%
First Trust Technology Alphadex Fund(FXL)ETF33734X176$1.1M11,9811.1%
Pimco Corporate & Income Oppor COM(PTY)CEF72201B101$919.1K76,5260.9%
Proshares Ultra Health Care(RXL)ETF74347R735$902.9K9,5490.9%
Vanguard S&P 500 ETF(VOO)ETF922908363$832.7K2,3700.8%
First Trust Value Line Dividend Index Fund(FVD)ETF33734H106$637.9K15,9830.6%
Ishares Russell 2000 ETF(IWM)ETF464287655$610.1K3,4990.6%
Ishares U.S. Medical Devices ETF(IHI)ETF464288810$600.5K11,4220.6%
Proshares Ultra QQQ(QLD)ETF74347R206$589.2K16,8150.6%
Amazon COM Inc COM(AMZN)Stock023135106$588.5K7,0060.6%
Johnson & Johnson COM(JNJ)Stock478160104$564.8K3,1970.6%
First Trust Senior Loan Fund(FTSL)ETF33738D309$544.4K12,2090.6%
Oracle Corp COM(ORCL)Stock68389X105$521.1K6,3750.5%
Procter and Gamble Co COM(PG)Stock742718109$509.7K3,3630.5%
Invesco S&P 500 Quality ETF(SPHQ)ETF46137V241$496.7K11,2890.5%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$494.3K10,9480.5%
Home Depot Inc COM(HD)Stock437076102$473.0K1,4980.5%
Microsoft Corp COM(MSFT)Stock594918104$445.6K1,8580.5%
Nextera Energy Inc COM(NEE)Stock65339F101$434.7K5,2000.4%
First Trust Nasdaq-100 Technology Sector Index Fund(QTEC)ETF337345102$396.6K3,7680.4%
Invesco S&P 500 High Beta ETF(SPHB)ETF46138E370$376.0K6,0320.4%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$373.1K4,9620.4%
First Trust Nasdaq Artificial Intelligence & Robotics ETF(ROBT)ETF33738R720$370.5K10,3730.4%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$366.5K4,7280.4%
Blackstone Inc COM(BX)Stock09260D107$360.0K4,8530.4%
ELI Lilly & Co COM(LLY)Stock532457108$349.0K9540.4%
Ishares Expanded Tech-Software Sector ETF(IGV)ETF464287515$338.0K1,3210.3%
S&P Global Inc COM(SPGI)Stock78409V104$301.4K9000.3%
JPMorgan Ultra-Short Income ETF(JPST)ETF46641Q837$300.5K5,9950.3%
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