Plotkin Financial Advisors, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Plotkin Financial Advisors, Llc disclosed 110 stock positions valued at approximately $240.99M as of quarter-end June 30, 2026. The largest holdings include VANGUARD TOTAL STOCK MARKET ETF, VANECK SEMICONDUCTOR ETF, and INVESCO QQQ TRUST SERIES I.

Report Period
June 30, 2026
No. of Stocks
110
Portfolio Value
$240.99M
Holdings by Sector
Plotkin Financial Advisors, Llc Portfolio Holdings in Q2 2026

109 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD TOTAL STOCK MARKET ETFVTIOther9.48%61,708-328-0.53%$22,834,428
VANECK SEMICONDUCTOR ETFSMHOther9.13%33,547-2,901-7.96%$22,003,141
INVESCO QQQ TRUST SERIES IQQQOther7.17%23,461+239+1.03%$17,277,047
FIRST TRUST RISING DIVIDEND ACHIEVERS ETFRDVYOther6.50%193,183+2,546+1.34%$15,659,413
FIRST TRUST NASDAQ CYBERSECURITY ETFCIBROther4.49%120,316+412+0.34%$10,810,392
VANGUARD DIVIDEND APPRECIATION ETFVIGOther4.27%43,511+497+1.16%$10,295,785
APPLE INC COMAAPLTechnology3.48%29,022+65+0.22%$8,398,018
FIRST TRUST MULTI CAP GROWTH ALPHADEX FUNDFADOther3.46%41,711-2,955-6.62%$8,340,919
JPMORGAN ULTRA-SHORT INCOME ETFJPSTOther3.46%164,890+13,124+8.65%$8,338,487
STATE STREET SPDR S&P 500 ETFSPYOther3.37%10,876+48+0.44%$8,121,870
TR ACTIVEBETA US LARGE CAP EQUITY ETFGSLCOther2.61%44,303-1,003-2.21%$6,286,152
ISHARES MSCI USA MOMENTUM FACTOR ETFMTUMOther2.57%18,100-819-4.33%$6,205,223
FIRST TRUST CAPITAL STRENGTH ETFFTCSOther2.34%60,038-4,849-7.47%$5,638,768
FT VEST US EQUITY BUFFER ETF - JANUARYFJANOther1.81%79,135+25+0.03%$4,359,547
FIRST TRUST DOW JONES INTERNET INDEX FUNDFDNOther1.68%15,320-739-4.60%$4,055,510
NVIDIA CORPORATION COMNVDATechnology1.63%19,647+121+0.62%$3,931,168
FIRST TRUST CLOUD COMPUTING ETFSKYYOther1.48%26,431-905-3.31%$3,556,555
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUNDQTECOther1.34%9,621-42-0.43%$3,220,052
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFDIVOOther1.32%69,488+2,789+4.18%$3,175,601
PROSHARES ULTRA S&P 500SSOOther1.30%46,524-9,074-16.32%$3,134,787
VANECK MORNINGSTAR WIDE MOAT ETFMOATOther1.14%26,444-518-1.92%$2,749,118
FIRST TRUST TECHNOLOGY ALPHADEX FUNDFXLOther1.00%11,118--$2,415,051
SCHWAB U.S. LARGE-CAP ETFSCHXOther1.00%81,645+541+0.67%$2,402,812
ALPHABET INC CAP STK CL AGOOGLCommunication Services0.85%5,728+257+4.70%$2,047,030
AMAZON COM INC COMAMZNConsumer Cyclical0.82%8,340+207+2.55%$1,987,755
FT VEST U.S. EQUITY BUFFER ETF - NOVEMBERFNOVOther0.79%32,658-118-0.36%$1,910,166
PALO ALTO NETWORKS INC COMPANWTechnology0.75%5,298-60-1.12%$1,806,723
FIRST TRUST FINANCIALS ALPHADEX FUNDFXOOther0.74%28,589-3,731-11.54%$1,785,668
PIMCO CORPORATE & INCOME OPPOR COMPTYFinancial Services0.64%127,711-3,726-2.83%$1,536,363
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETFRDVIOther0.62%50,790+4,642+10.06%$1,493,226
PROCTER & GAMBLE CO COMPGConsumer Defensive0.61%10,017--$1,468,892
JPMORGAN EQUITY PREMIUM INCOME ETFJEPIOther0.55%23,562-742-3.05%$1,330,781
ORACLE CORP COMORCLTechnology0.55%9,060+28+0.31%$1,327,884
MERCK & CO INC COMMRKHealthcare0.54%10,131--$1,301,833
INTERNATIONAL BUSINESS MACHS COMIBMTechnology0.53%4,552--$1,280,067
VANGUARD S&P 500 ETFVOOOther0.52%1,822+20+1.11%$1,251,367
DIREXION DAILY TECHNOLOGY BULL 3X ETFTECLOther0.50%5,180--$1,195,336
FIRST TRUST SENIOR LOAN FUNDFTSLOther0.48%25,930-454-1.72%$1,160,367
ELI LILLY & CO COMLLYHealthcare0.48%964+6+0.63%$1,156,250
FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETFQQEWOther0.45%6,748-8-0.12%$1,076,980
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETFFPEIOther0.44%55,446+7,210+14.95%$1,069,553
MICROSOFT CORP COMMSFTTechnology0.44%2,827+220+8.44%$1,054,527
ALPHABET INC CAP STK CL CGOOGCommunication Services0.39%2,668+17+0.64%$942,697
FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARYGFEBOther0.38%20,645-1,882-8.35%$908,982
META PLATFORMS INC CL AMETACommunication Services0.37%1,595+21+1.33%$898,447
PROSHARES ULTRA DOW30DDMOther0.34%12,589-1,735-12.11%$824,957
JOHNSON & JOHNSON COMJNJHealthcare0.34%3,233--$821,085
ADVANCED MICRO DEVICES INC COMAMDTechnology0.32%1,312--$762,153
INVESCO S&P 500 QUALITY ETFSPHQOther0.30%8,011+217+2.78%$721,791
DIREXION DAILY SEMICONDUCTOR BULL 3X ETFSOXLOther0.30%2,704+2,704+100.00%$721,183
INVESCO S&P 500 HIGH BETA ETFSPHBOther0.29%4,436--$690,197
ISHARES MORNINGSTAR GROWTH ETFILCGOther0.28%5,775+60+1.05%$675,790
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-BFinancial Services0.28%1,337+311+30.31%$669,021
COCA COLA CO COMKOConsumer Defensive0.27%8,009--$650,891
FT VEST U.S. EQUITY BUFFER ETF - JUNEFJUNOther0.26%10,509--$630,014
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFVCITOther0.24%7,140+495+7.45%$590,121
ARISTA NETWORKS INC COM SHSANETOther0.24%3,357+398+13.45%$570,287
JPMORGAN CHASE & CO COMJPMFinancial Services0.23%1,658+109+7.04%$542,713
HOME DEPOT INC COMHDConsumer Cyclical0.22%1,496--$527,809
CONSTELLATION ENERGY CORP COMCEGUtilities0.21%2,071--$514,374
FIRST TRUST LOW DURATION OPPORTUNITIES ETFLMBSOther0.21%10,142+942+10.24%$504,868
FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETFROBTOther0.21%8,918-221-2.42%$501,726
FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDFVDOther0.20%10,146--$488,834
ISHARES RUSSELL 2000 ETFIWMOther0.20%1,625+98+6.42%$488,231
VISA INC COM CL AVFinancial Services0.20%1,414+61+4.51%$485,195
NEXTERA ENERGY INC COMNEEUtilities0.20%5,425--$476,152
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFIGVOther0.20%5,254+84+1.62%$476,012
VANGUARD SHORT-TERM CORPORATE BOND ETFVCSHOther0.19%5,659+600+11.86%$447,230
PROSHARES ULTRA SEMICONDUCTORSUSDOther0.19%4,277-463-9.77%$445,920
BLACKSTONE INC COMBXFinancial Services0.18%3,779--$444,674
FIRST TRUST ENHANCED SHORT MATURITY ETFFTSMOther0.18%7,284+7,284+100.00%$435,073
S&P GLOBAL INC COMSPGIFinancial Services0.18%1,037-20-1.89%$422,328
ISHARES U.S. AEROSPACE & DEFENSE ETFITAOther0.17%1,699--$411,871
3M CO COMMMMIndustrials0.15%2,278--$368,830
AMERICAN EXPRESS CO COMAXPFinancial Services0.15%1,052+148+16.37%$355,839
ISHARES FLOATING RATE BOND ETFFLOTOther0.15%6,855--$349,947
MICRON TECHNOLOGY INC COMMUTechnology0.15%303+303+100.00%$349,749
FT VEST U.S. EQUITY DEEP BUFFER ETF - APRILDAPROther0.14%8,300--$339,304
EMERSON ELEC CO COMEMRIndustrials0.14%2,304--$329,817
FIRST TRUST SMALL CAP GROWTH ALPHADEX FUNDFYCOther0.13%2,551-32-1.24%$324,844
PACER US CASH COWS 100 ETFCOWZOther0.13%5,222--$324,808
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETFXLIOther0.13%1,725+275+18.97%$319,521
MOODYS CORP COMMCOFinancial Services0.13%702--$317,949
COUPANG INC CL ACPNGConsumer Cyclical0.13%18,000--$312,660
VANGUARD EXTENDED MARKET ETFVXFOther0.13%1,255+1,255+100.00%$308,993
FT VEST US EQUITY BUFFER ETF - MARCHFMAROther0.13%5,776-92-1.57%$301,853
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFNOBLOther0.12%5,278+2,639+100.00%$296,412
STATE STREET FINANCIAL SELECT SECTOR SPDR ETFXLFOther0.12%5,518+701+14.55%$295,819
DIMENSIONAL CORE FIXED INCOME ETFDFCFOther0.12%6,963+1,384+24.81%$293,908
APPLIED MATLS INC COMAMATTechnology0.12%400+400+100.00%$289,200
EXELON CORP COMEXCUtilities0.12%6,191--$288,624
ISHARES SEMICONDUCTOR ETFSOXXOther0.12%450-174-27.88%$288,342
VANGUARD MID-CAP ETFVOOther0.11%3,428+2,571+300.00%$276,193
ISHARES CORE S&P 500 ETFIVVOther0.11%359--$268,851
MCDONALDS CORP COMMCDConsumer Cyclical0.11%992--$268,147
ISHARES S&P MID-CAP 400 GROWTH ETFIJKOther0.11%2,244--$263,670
NORFOLK SOUTHN CORP COMNSCIndustrials0.11%829--$260,795
JANUS HENDERSON AAA CLO ETFJAAAOther0.11%5,165--$260,780
BANK OF AMER CORP COMBACFinancial Services0.10%4,410--$251,281
WALMART INC COMWMTConsumer Defensive0.10%2,150-62-2.80%$243,509