Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Plotkin Financial Advisors, LLC (CIK 1826394) reported $199.1M across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($19.9M, 10.00%), SMH ($14.0M, 7.02%), QQQ ($13.4M, 6.73%), RDVY ($13.0M, 6.54%), VIG ($9.3M, 4.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $19.9M | 10.00% | 62,036 | Added |
| 2 | SMH | VANECK SEMICONDUCTOR ETF | $14.0M | 7.02% | 36,448 | Trimmed |
| 3 | QQQ | INVESCO QQQ TRUST SERIES I | $13.4M | 6.73% | 23,222 | Added |
| 4 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $13.0M | 6.54% | 190,637 | Added |
| 5 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $9.3M | 4.65% | 43,014 | Added |
| 6 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $7.7M | 3.86% | 151,766 | Added |
| 7 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $7.5M | 3.77% | 119,904 | Added |
| 8 | AAPL | APPLE INC COM | $7.3M | 3.69% | 28,957 | Added |
| 9 | FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | $7.1M | 3.57% | 44,666 | Trimmed |
| 10 | SPY | STATE STREET SPDR S&P 500 ETF | $7.0M | 3.54% | 10,828 | Added |
| 11 | FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $6.0M | 3.02% | 64,887 | Trimmed |
| 12 | GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $5.7M | 2.85% | 45,306 | Trimmed |
| 13 | MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $4.5M | 2.28% | 18,919 | Trimmed |
| 14 | FJAN | FT VEST US EQUITY BUFFER ETF - JANUARY | $4.0M | 2.00% | 79,110 | Added |
| 15 | FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $3.8M | 1.89% | 16,059 | Hold |
| 16 | NVDA | NVIDIA CORPORATION COM | $3.4M | 1.71% | 19,526 | Trimmed |
| 17 | SKYY | FIRST TRUST CLOUD COMPUTING ETF | $3.0M | 1.50% | 27,336 | Trimmed |
| 18 | DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $3.0M | 1.50% | 66,699 | Added |
| 19 | SSO | PROSHARES ULTRA S&P 500 | $2.9M | 1.45% | 55,598 | Trimmed |
| 20 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $2.6M | 1.31% | 26,962 | Trimmed |
| 21 | XOM | EXXON MOBIL CORP COM | $2.2M | 1.12% | 13,103 | Hold |
| 22 | QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $2.1M | 1.05% | 9,663 | Trimmed |
| 23 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $2.1M | 1.04% | 81,104 | Added |
| 24 | FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $1.8M | 0.91% | 32,320 | Trimmed |
| 25 | FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $1.8M | 0.89% | 11,118 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31