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Plotkin Financial Advisors, LLC

Q1 2024 Holdings

Filed 2024-11-15 | 90 holdings | $150.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ETF(VTI)ETF922908769$11.9M45,6687.9%
First Trust Rising Dividend Achievers ETF(RDVY)ETF33738R506$10.2M181,0816.7%
Vaneck Morningstar Wide Moat ETF(MOAT)ETF92189F643$9.9M110,4246.6%
Vaneck Semiconductor ETF(SMH)ETF92189F676$8.1M35,9005.4%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$7.4M16,6744.9%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$7.2M39,4924.8%
First Trust Nasdaq Cybersecurity ETF(CIBR)ETF33734X846$7.1M125,4184.7%
First Trust Capital Strength ETF(FTCS)ETF33733E104$6.3M73,3364.2%
First Trust Multi Cap Growth Alphadex Fund(FAD)ETF33733F101$5.8M46,6533.9%
Apple Inc COM(AAPL)Stock037833100$5.2M30,3853.5%
Proshares Ultra S&P 500(SSO)ETF74347R107$4.0M51,7462.7%
Ishares Msci USA Momentum Factor ETF(MTUM)ETF46432F396$3.8M20,3252.5%
First Trust DOW Jones Internet Index Fund(FDN)ETF33733E302$3.5M16,9442.3%
FT Vest US Equity Buffer ETF - January(FJAN)ETF33740F623$3.4M81,5092.3%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$3.1M5,8592.0%
First Trust Cloud Computing ETF(SKYY)ETF33734X192$2.9M30,4821.9%
Amplify CWP Enhanced Dividend Income ETF(DIVO)ETF032108409$2.6M66,0371.7%
JPMorgan Ultra-Short Income ETF(JPST)ETF46641Q837$2.3M44,6551.5%
First Trust Nasdaq-100 Technology Sector Index Fund(QTEC)ETF337345102$2.2M11,3751.4%
JPMorgan Equity Premium Income ETF(JEPI)ETF46641Q332$2.1M36,4551.4%
FT Vest U.S. Equity Buffer ETF - November(FNOV)ETF33740F847$2.0M44,6151.3%
Nvidia Corporation COM(NVDA)Stock67066G104$1.9M2,0611.2%
First Trust Financials Alphadex Fund(FXO)ETF33734X135$1.7M36,8001.2%
Pimco Corporate & Income Oppor COM(PTY)CEF72201B101$1.7M116,7761.2%
Procter and Gamble Co COM(PG)Stock742718109$1.6M9,9441.1%
Proshares Ultra Technology(ROM)ETF74347R693$1.6M25,5741.0%
First Trust Technology Alphadex Fund(FXL)ETF33734X176$1.5M11,1181.0%
Amazon COM Inc COM(AMZN)Stock023135106$1.4M7,9410.9%
Merck & Co Inc COM(MRK)Stock58933Y105$1.3M10,1020.9%
Exxon Mobil Corp COM(XOM)Stock30231G102$1.3M10,7930.8%
Proshares Ultra Dow30(DDM)ETF74347R305$1.1M12,8220.7%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$1.1M17,7450.7%
Vanguard S&P 500 ETF(VOO)ETF922908363$1.0M2,1110.7%
First Trust Nasdaq-100 Equal Weighted Index Fund(QQEW)ETF337344105$870.2K7,0230.6%
International Business Machs COM(IBM)Stock459200101$869.3K4,5520.6%
Oracle Corp COM(ORCL)Stock68389X105$866.3K6,8970.6%
Microsoft Corp COM(MSFT)Stock594918104$795.2K1,8900.5%
ELI Lilly & Co COM(LLY)Stock532457108$742.2K9540.5%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$735.0K4,8700.5%
First Trust Senior Loan Fund(FTSL)ETF33738D309$629.7K13,6260.4%
Pacer US Cash Cows 100 ETF(COWZ)ETF69374H881$597.6K10,2840.4%
First Trust Value Line Dividend Index Fund(FVD)ETF33734H106$594.5K14,0770.4%
Home Depot Inc COM(HD)Stock437076102$574.5K1,4980.4%
Ishares Expanded Tech-Software Sector ETF(IGV)ETF464287515$547.9K6,4250.4%
Direxion Daily Technology Bull 3X Shares(TECL)ETF25459W102$527.7K6,5850.3%
Ishares Russell 2000 ETF(IWM)ETF464287655$506.0K2,4060.3%
Blackstone Inc COM(BX)Stock09260D107$493.8K3,7590.3%
Johnson & Johnson COM(JNJ)Stock478160104$483.9K3,0590.3%
Coca Cola Co COM(KO)Stock191216100$482.8K7,8920.3%
Invesco S&P 500 Quality ETF(SPHQ)ETF46137V241$465.6K7,7060.3%
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