Investor
Plotkin Financial Advisors, LLC
CIK 0001826394 · filed 2026-05-11 · SEC filing
13F book
$199.1M
Positions
100
4 new · 5 sold
Largest name
10.0%
Vanguard Index Fds
Est. mark
−$8.47M
Price effect on 96 names still held. Flow $2.61M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 62K | $19.9M | 10.0% | −$878.5K | Added−$467.6K |
| Vaneck Etf Trust | — | 36.4K | $14M | 7.0% | $848.1K | Cut$811.4K |
| Invesco Qqq Tr | — | 23.2K | $13.4M | 6.7% | −$854.4K | Added−$732.6K |
| First Tr Exchange Traded Fd | — | 190.6K | $13M | 6.5% | −$223.8K | Added−$47.1K |
| Vanguard Specialized Funds | — | 43K | $9.25M | 4.6% | −$202.3K | Added−$170.9K |
| J P Morgan Exchange Traded F | — | 151.8K | $7.68M | 3.9% | $2.55K | Added$1.13M |
| First Tr Exchange Traded Fd | — | 119.9K | $7.52M | 3.8% | −$1.04M | Added−$941.2K |
| Apple Inc. | AAPL | 29K | $7.35M | 3.7% | −$512.7K | Added−$364K |
| First Tr Exchange-Traded Alp | — | 44.7K | $7.1M | 3.6% | −$130.9K | Cut−$169.7K |
| Spdr S&P 500 Etf Tr | — | 10.8K | $7.04M | 3.5% | −$318.5K | Added$165.4K |
| First Tr Exchange-Traded Fd | — | 64.9K | $6.02M | 3.0% | $16.1K | Cut−$68.4K |
| Goldman Sachs Etf Tr | — | 45.3K | $5.67M | 2.8% | −$328K | Cut−$691K |
| Ishares Tr | — | 18.9K | $4.54M | 2.3% | −$195.2K | Cut−$205.5K |
| First Tr Exchng Traded Fd Vi | — | 79.1K | $3.99M | 2.0% | −$100.2K | Added$116.9K |
| First Tr Exchange-Traded Fd | — | 16.1K | $3.76M | 1.9% | −$564.5K | Held |
| Nvidia Corp | NVDA | 19.5K | $3.41M | 1.7% | −$236.3K | Cut−$364K |
| Amplify Etf Tr | — | 66.7K | $2.99M | 1.5% | $21.9K | Added$204.9K |
| First Tr Exchange Traded Fd | — | 27.3K | $2.99M | 1.5% | −$566.4K | Cut−$617.7K |
| Proshares Tr | — | 55.6K | $2.88M | 1.4% | −$335.8K | Cut−$514.7K |
| Vaneck Etf Trust | — | 27K | $2.61M | 1.3% | −$185K | Cut−$227.9K |
| Exxon Mobil Corp | — | 13.1K | $2.22M | 1.1% | $646.2K | Held |
| First Tr Exchange-Traded Fd | — | 9.66K | $2.09M | 1.0% | −$137.5K | Cut−$208.6K |
| Schwab Strategic Tr | — | 81.1K | $2.08M | 1.0% | −$100.9K | Added−$59K |
| First Tr Exchange Traded Fd | — | 32.3K | $1.82M | 0.9% | −$134.5K | Cut−$214.8K |
| First Tr Exchange Traded Fd | — | 11.1K | $1.77M | 0.9% | −$104.6K | Held |
| First Tr Exchng Traded Fd Vi | — | 32.8K | $1.75M | 0.9% | −$47K | Cut−$48.7K |
| Amazon Com Inc | AMZN | 8.13K | $1.69M | 0.9% | −$183.4K | Added−$183.2K |
| Pimco Corporate & Income Opp | — | 131.4K | $1.59M | 0.8% | −$106.8K | Added−$54.5K |
| Alphabet Inc | — | 5.47K | $1.57M | 0.8% | −$139.2K | Cut−$140.4K |
| Procter And Gamble Co | PG | 10K | $1.45M | 0.7% | $11.3K | Cut$10.7K |
| J P Morgan Exchange Traded F | — | 24.3K | $1.38M | 0.7% | −$12.9K | Added$59.5K |
| Oracle Corp | — | 9.03K | $1.33M | 0.7% | −$431.1K | Added−$428.7K |
| Merck & Co., Inc. | MRK | 10.1K | $1.22M | 0.6% | $151.8K | Added$155.3K |
| First Tr Exchange-Traded Fd | — | 26.4K | $1.18M | 0.6% | −$27.7K | Added$5.64K |
| First Tr Exchange-Traded Fd | — | 46.1K | $1.18M | 0.6% | −$28.8K | Added$83.9K |
| International Business Machs | — | 4.55K | $1.1M | 0.6% | −$245K | Held |
| Vanguard Index Fds | — | 1.8K | $1.08M | 0.5% | −$53.3K | Cut−$56.4K |
| Microsoft Corp | MSFT | 2.61K | $965K | 0.5% | −$241.1K | Added−$62.7K |
| First Tr Exchng Traded Fd Vi | — | 22.5K | $925.6K | 0.5% | −$9.91K | Held |
| First Tr Exch Traded Fd Iii | — | 48.2K | $916.5K | 0.5% | −$17.4K | Added$51.7K |
| Meta Platforms, Inc. | META | 1.57K | $900.5K | 0.5% | −$130.2K | Added−$76.4K |
| Eli Lilly & Co | LLY | 958 | $881.1K | 0.4% | −$147.8K | Added−$144.1K |
| Palo Alto Networks Inc | PANW | 5.36K | $859K | 0.4% | −$116.5K | Added−$39.9K |
| First Tr Exchange-Traded Fd | — | 6.76K | $857.8K | 0.4% | −$102.4K | Held |
| Johnson & Johnson | JNJ | 3.23K | $790.3K | 0.4% | $112.9K | Added$166.9K |
| Alphabet Inc | — | 2.65K | $760.7K | 0.4% | −$71.1K | Added−$68K |
| Proshares Tr | — | 14.3K | $745.6K | 0.4% | −$68.9K | Cut−$79K |
| Coca Cola Co | KO | 8.01K | $609.1K | 0.3% | $48.9K | Added$52.6K |
| First Tr Exchng Traded Fd Vi | — | 10.5K | $593.8K | 0.3% | −$5.85K | Held |
| Invesco Exchange Traded Fd T | — | 7.79K | $586K | 0.3% | $1.09K | Added$2.97K |
| Constellation Energy Corp | CEG | 2.07K | $578.3K | 0.3% | −$152.7K | Added−$150.5K |
| Vanguard Scottsdale Fds | — | 6.64K | $549.9K | 0.3% | −$6.6K | Added−$2.96K |
| Ishares Tr | — | 5.71K | $545.7K | 0.3% | −$48.9K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 4.44K | $514.4K | 0.3% | −$4.52K | Cut−$29.6K |
| Nextera Energy Inc | — | 5.42K | $503.9K | 0.3% | $68.4K | Held |
| Home Depot, Inc. | HD | 1.5K | $492.2K | 0.2% | −$22.7K | Added−$21K |
| Berkshire Hathaway Inc Del | — | 1.03K | $491.7K | 0.2% | −$23K | Added−$435 |
| First Tr Exchange-Traded Fd | — | 10.1K | $477.2K | 0.2% | $9.64K | Held |
| First Tr Exchange-Traded Fd | — | 9.2K | $458.3K | 0.2% | — | New |
| Jpmorgan Chase & Co. | — | 1.55K | $455.7K | 0.2% | −$43.5K | Held |
| S&P Global Inc. | SPGI | 1.06K | $449.6K | 0.2% | −$102.8K | Held |
| Direxion Shs Etf Tr | — | 5.18K | $448.3K | 0.2% | −$160.3K | Held |
| Blackstone Inc. | BX | 3.78K | $434.5K | 0.2% | −$147.9K | Held |
| First Tr Exchange Traded Fd | — | 9.14K | $421.9K | 0.2% | −$52.1K | Cut−$64.3K |
| Ishares Tr | — | 5.17K | $413.9K | 0.2% | −$132.6K | Held |
| Visa Inc. | V | 1.35K | $409K | 0.2% | −$64.5K | Added−$57.5K |
| Vanguard Scottsdale Fds | — | 5.06K | $401K | 0.2% | −$2.33K | Cut−$16.8K |
| Ishares Tr | — | 1.53K | $378.7K | 0.2% | $2.81K | Held |
| Ishares Tr | — | 1.7K | $371.7K | 0.2% | $6.9K | Held |
| Arista Networks, Inc. | ANET | 2.96K | $363.3K | 0.2% | −$24.4K | Cut−$27.6K |
| Ishares Tr | — | 6.86K | $349.3K | 0.2% | $617 | Held |
| Coupang, Inc. | CPNG | 18K | $339.8K | 0.2% | −$84.8K | Cut−$132K |
| 3M CO | MMM | 2.28K | $330.8K | 0.2% | −$33.9K | Held |
| First Tr Exchng Traded Fd Vi | — | 8.3K | $330K | 0.2% | $3.47K | Held |
| Pacer Fds Tr | — | 5.22K | $326.7K | 0.2% | $12.5K | Cut$8.15K |
| Mcdonalds Corp | MCD | 992 | $308.3K | 0.2% | $5.12K | Held |
| Moodys Corp | — | 702 | $306.2K | 0.2% | −$52.4K | Held |
| Exelon Corp | EXC | 6.19K | $303.5K | 0.2% | $33.6K | Held |
| Emerson Elec Co | — | 2.3K | $301.9K | 0.2% | −$3.85K | Added$1.13K |
| First Tr Exchng Traded Fd Vi | — | 5.87K | $284.5K | 0.1% | $6.01K | Added$6.3K |
| Proshares Tr | — | 2.64K | $279.8K | 0.1% | $5.12K | Held |
| Walmart Inc. | WMT | 2.21K | $274.9K | 0.1% | $28.5K | Cut$22K |
| American Express Co | AXP | 904 | $273.4K | 0.1% | −$51.2K | Added−$7.35K |
| Advanced Micro Devices Inc | AMD | 1.31K | $266.9K | 0.1% | −$13.9K | Added−$10.9K |
| Verizon Communications Inc | VZ | 5.32K | $266.8K | 0.1% | $50.3K | Held |
| Janus Detroit Str Tr | — | 5.17K | $260.2K | 0.1% | −$1.08K | Held |
| Northrop Grumman Corp | — | 371 | $253.1K | 0.1% | $41.6K | Held |
| First Tr Exchange-Traded Alp | — | 2.58K | $250.5K | 0.1% | $2.22K | Held |
| Vanguard Index Fds | — | 857 | $246.1K | 0.1% | −$2.61K | Held |
| Norfolk Southn Corp | — | 829 | $237.9K | 0.1% | −$1.42K | Held |
| Select Sector Spdr Tr | — | 4.82K | $237.8K | 0.1% | −$22K | Added$15.2K |
| Wec Energy Group, Inc. | WEC | 2.04K | $236.4K | 0.1% | $21.1K | Held |
| Dimensional Etf Trust | — | 5.58K | $235.5K | 0.1% | — | New |
| Select Sector Spdr Tr | — | 1.45K | $234.5K | 0.1% | $8.59K | Added$32.9K |
| Ishares Tr | — | 359 | $234.5K | 0.1% | −$11.4K | Held |
| Proshares Tr | — | 4.74K | $227.3K | 0.1% | −$21.6K | Held |
| Ishares Tr | — | 2.24K | $225.8K | 0.1% | $8.39K | Cut−$30.4K |
| Bank America Corp | — | 4.41K | $215K | 0.1% | −$26.6K | Added−$18.8K |
| Ishares Tr | — | 624 | $205.1K | 0.1% | — | New |
| Kkr Income Opportunities Fd | — | 12.9K | $142.3K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.