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Plotkin Financial Advisors, LLC

Q2 2025 Holdings

Filed 2025-08-11 | 93 holdings | $181.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ETF(VTI)ETF922908769$17.3M56,9179.5%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$11.6M21,0066.4%
First Trust Rising Dividend Achievers ETF(RDVY)ETF33738R506$10.9M174,1416.0%
Vaneck Morningstar Wide Moat ETF(MOAT)ETF92189F643$10.8M115,4966.0%
Vaneck Semiconductor ETF(SMH)ETF92189F676$9.9M35,4325.5%
First Trust Nasdaq Cybersecurity ETF(CIBR)ETF33734X846$8.7M115,2374.8%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$8.5M41,4524.7%
First Trust Multi Cap Growth Alphadex Fund(FAD)ETF33733F101$6.7M45,6023.7%
First Trust Capital Strength ETF(FTCS)ETF33733E104$6.3M68,9723.5%
Apple Inc COM(AAPL)Stock037833100$5.8M28,4663.2%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$5.6M9,1393.1%
JPMorgan Ultra-Short Income ETF(JPST)ETF46641Q837$5.3M104,7382.9%
Ishares Msci USA Momentum Factor ETF(MTUM)ETF46432F396$4.7M19,3732.6%
First Trust DOW Jones Internet Index Fund(FDN)ETF33733E302$4.4M16,2382.4%
FT Vest US Equity Buffer ETF - January(FJAN)ETF33740F623$3.6M75,9702.0%
First Trust Cloud Computing ETF(SKYY)ETF33734X192$3.4M28,1651.9%
Proshares Ultra S&P 500(SSO)ETF74347R107$2.9M29,7671.6%
Amplify CWP Enhanced Dividend Income ETF(DIVO)ETF032108409$2.6M60,3831.4%
Nvidia Corporation COM(NVDA)Stock67066G104$2.6M16,1951.4%
First Trust Nasdaq-100 Technology Sector Index Fund(QTEC)ETF337345102$2.1M10,0021.2%
Oracle Corp COM(ORCL)Stock68389X105$2.0M9,0071.1%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$1.9M79,5401.1%
First Trust Financials Alphadex Fund(FXO)ETF33734X135$1.9M33,8161.0%
Pimco Corporate & Income Oppor COM(PTY)CEF72201B101$1.8M126,6851.0%
First Trust Technology Alphadex Fund(FXL)ETF33734X176$1.7M11,1181.0%
Amazon COM Inc COM(AMZN)Stock023135106$1.7M7,9011.0%
FT Vest U.S. Equity Buffer ETF - November(FNOV)ETF33740F847$1.7M33,1330.9%
Procter and Gamble Co COM(PG)Stock742718109$1.6M9,9690.9%
JPMorgan Equity Premium Income ETF(JEPI)ETF46641Q332$1.5M25,8110.8%
Exxon Mobil Corp COM(XOM)Stock30231G102$1.4M12,9360.8%
International Business Machs COM(IBM)Stock459200101$1.3M4,5520.7%
Vanguard S&P 500 ETF(VOO)ETF922908363$1.1M1,9010.6%
Microsoft Corp COM(MSFT)Stock594918104$1.0M2,0890.6%
FT Vest US Equity Moderate Buffer ETF February(GFEB)ETF33740U737$1.0M25,6790.6%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$957.9K5,4350.5%
First Trust Nasdaq-100 Equal Weighted Index Fund(QQEW)ETF337344105$913.7K6,6940.5%
FT Vest Rising Dividend Achievers Target Income ETF(RDVI)ETF33738D879$836.6K33,8570.5%
First Trust Senior Loan Fund(FTSL)ETF33738D309$820.9K17,8890.5%
Merck & Co Inc COM(MRK)Stock58933Y105$799.7K10,1020.4%
Meta Platforms Inc CL A(META)Stock30303M102$793.4K1,0750.4%
ELI Lilly & Co COM(LLY)Stock532457108$743.7K9540.4%
Proshares Ultra Dow30(DDM)ETF74347R305$728.7K7,4330.4%
Palo Alto Networks Inc COM(PANW)Stock697435105$682.5K3,3350.4%
Constellation Energy Corp COM(CEG)Stock21037T109$665.9K2,0630.4%
Ishares Expanded Tech-Software Sector ETF(IGV)ETF464287515$623.6K5,6950.3%
Coupang Inc CL A(CPNG)Stock22266T109$599.2K20,0000.3%
Blackstone Inc COM(BX)Stock09260D107$565.3K3,7790.3%
FT Vest U.S. Equity Buffer ETF - June(FJUN)ETF33740F722$564.0K10,5090.3%
Coca Cola Co COM(KO)Stock191216100$563.2K7,9600.3%
S&P Global Inc COM(SPGI)Stock78409V104$557.3K1,0570.3%
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