Plotkin Financial Advisors, LLC

CIK 0001826394 • 6 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: Plotkin Financial Advisors, LLC, CCO
Address: 8401 CONNECTICUT AVENUE, SUITE 401, CHEVY CHASE, MD, 20815
Phone: 3019079790
AUM: $205.0M

AUM over time

$241.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $205.0M101 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$365K	0.2%Prev: 0.2%	2,278 SH	Increased
ADVANCED MICRO DEVICES INC COM	Stock	$278K	0.1%Prev: 0.1%	1,297 SH	Increased
ALPHABET INC CAP STK CL A	Stock	$1.7M	0.8%Prev: 0.7%	5,475 SH	Increased+40 SH
ALPHABET INC CAP STK CL C	Stock	$829K	0.4%Prev: 0.3%	2,640 SH	Increased
AMAZON COM INC COM	Stock	$1.9M	0.9%Prev: 0.9%	8,132 SH	Increased+137 SH
AMERICAN EXPRESS CO COM	Stock	$281K	0.1%Prev: 0.1%	759 SH	Increased+93 SH
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	ETF	$2.8M	1.4%Prev: 1.3%	62,620 SH	Increased+2,112 SH
APPLE INC COM	Stock	$7.7M	3.8%Prev: 3.6%	28,371 SH	Increased-95 SH
ARISTA NETWORKS INC COM SHS	Stock	$391K	0.2%Prev: 0.2%	2,983 SH	Decreased+145 SH
BANK AMERICA CORP COM	Stock	$234K	0.1%Prev: 0.1%	4,250 SH	Increased
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$492K	0.2%Prev: 0.2%	979 SH	Decreased
BLACKSTONE INC COM	Stock	$582K	0.3%Prev: 0.3%	3,779 SH	Decreased
COCA COLA CO COM	Stock	$556K	0.3%Prev: 0.3%	7,960 SH	Increased
CONSTELLATION ENERGY CORP COM	Stock	$729K	0.4%Prev: 0.3%	2,063 SH	Increased
COUPANG INC CL A	Stock	$472K	0.2%Prev: 0.3%	20,000 SH	Decreased
DIREXION DAILY TECHNOLOGY BULL 3X SHARES	ETF	$609K	0.3%Prev: 0.3%	5,180 SH	Decreased
ELI LILLY & CO COM	Stock	$1.0M	0.5%Prev: 0.4%	954 SH	Increased
EMERSON ELEC CO COM	Stock	$301K	0.1%Prev: 0.1%	2,266 SH	Increased
EXELON CORP COM	Stock	$270K	0.1%Prev: 0.1%	6,191 SH	Decreased
EXXON MOBIL CORP COM	Stock	$1.6M	0.8%Prev: 0.7%	13,103 SH	Increased-3 SH
FIRST TRUST CAPITAL STRENGTH ETF	ETF	$6.1M	3.0%Prev: 3.1%	65,801 SH	Decreased-1,734 SH
FIRST TRUST CLOUD COMPUTING ETF	ETF	$3.6M	1.8%Prev: 1.9%	27,730 SH	Decreased-425 SH
FIRST TRUST DOW JONES INTERNET INDEX FUND	ETF	$4.3M	2.1%Prev: 2.2%	16,059 SH	Decreased-178 SH
FIRST TRUST FINANCIALS ALPHADEX FUND	ETF	$2.0M	1.0%Prev: 1.0%	33,651 SH	Increased-82 SH
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF	ETF	$865K	0.4%Prev: 0.4%	44,601 SH	Increased+7,226 SH
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND	ETF	$205K	0.1%Prev: 0.1%	4,617 SH	Increased
FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND	ETF	$7.3M	3.5%Prev: 3.6%	44,906 SH	Decreased-726 SH
FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF	ETF	$486K	0.2%Prev: 0.2%	9,374 SH	Decreased-50 SH
FIRST TRUST NASDAQ CYBERSECURITY ETF	ETF	$8.5M	4.1%Prev: 4.4%	118,359 SH	Decreased+1,179 SH
FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF	ETF	$960K	0.5%	6,756 SH	New
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND	ETF	$2.3M	1.1%Prev: 1.1%	9,972 SH	Decreased-48 SH
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	ETF	$13.1M	6.4%Prev: 6.1%	188,050 SH	Increased+3,756 SH
FIRST TRUST SENIOR LOAN FUND	ETF	$1.2M	0.6%Prev: 0.5%	25,640 SH	Increased+2,923 SH
FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND	ETF	$248K	0.1%Prev: 0.1%	2,583 SH	Increased
FIRST TRUST TECHNOLOGY ALPHADEX FUND	ETF	$1.9M	0.9%Prev: 0.9%	11,118 SH	Increased
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND	ETF	$468K	0.2%Prev: 0.2%	10,146 SH	Decreased
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF	ETF	$1.1M	0.5%Prev: 0.4%	41,738 SH	Increased+6,966 SH
FT VEST U.S. EQUITY BUFFER ETF - JUNE	ETF	$600K	0.3%Prev: 0.3%	10,509 SH	Increased
FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER	ETF	$1.8M	0.9%Prev: 0.9%	32,807 SH	Increased-20 SH
FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL	ETF	$327K	0.2%Prev: 0.2%	8,300 SH	Increased
FT VEST US EQUITY BUFFER ETF - JANUARY	ETF	$3.9M	1.9%Prev: 1.9%	74,803 SH	Increased-1,005 SH
FT VEST US EQUITY BUFFER ETF - MARCH	ETF	$278K	0.1%Prev: 0.1%	5,862 SH	Increased-109 SH
FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY	ETF	$936K	0.5%Prev: 0.5%	22,527 SH	Decreased-2,757 SH
HOME DEPOT INC COM	Stock	$513K	0.3%Prev: 0.3%	1,491 SH	Decreased-19 SH
INTERNATIONAL BUSINESS MACHS COM	Stock	$1.3M	0.7%Prev: 0.6%	4,552 SH	Increased
INVESCO QQQ TRUST SERIES I	ETF	$14.1M	6.9%Prev: 6.5%	23,011 SH	Increased+1,192 SH
INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$204K	0.1%Prev: 0.1%	1,063 SH	Decreased-21 SH
INVESCO S&P 500 HIGH BETA ETF	ETF	$544K	0.3%Prev: 0.3%	4,650 SH	Increased
INVESCO S&P 500 QUALITY ETF	ETF	$583K	0.3%Prev: 0.3%	7,769 SH	Increased-9 SH
ISHARES CORE 60/40 BALANCED ALLOCATION ETF	ETF	$201K	0.1%Prev: 0.1%	3,097 SH	Increased
ISHARES CORE S&P 500 ETF	ETF	$246K	0.1%Prev: 0.1%	359 SH	Increased
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF	ETF	$546K	0.3%Prev: 0.3%	5,170 SH	Decreased-525 SH
ISHARES FLOATING RATE BOND ETF	ETF	$349K	0.2%Prev: 0.1%	6,855 SH	Increased+1,055 SH
ISHARES MORNINGSTAR GROWTH ETF	ETF	$595K	0.3%Prev: 0.3%	5,715 SH	Increased+775 SH
ISHARES MSCI USA MOMENTUM FACTOR ETF	ETF	$4.7M	2.3%Prev: 2.4%	18,960 SH	Decreased-309 SH
ISHARES RUSSELL 2000 ETF	ETF	$376K	0.2%Prev: 0.2%	1,527 SH	Decreased-219 SH
ISHARES S&P MID-CAP 400 GROWTH ETF	ETF	$256K	0.1%Prev: 0.1%	2,644 SH	Increased
ISHARES U.S. AEROSPACE & DEFENSE ETF	ETF	$365K	0.2%Prev: 0.2%	1,699 SH	Increased
JANUS HENDERSON AAA CLO ETF	ETF	$261K	0.1%Prev: 0.1%	5,165 SH	Decreased
JOHNSON & JOHNSON COM	Stock	$623K	0.3%Prev: 0.3%	3,012 SH	Increased
JPMORGAN CHASE & CO COM	Stock	$499K	0.2%	1,549 SH	New
JPMORGAN EQUITY PREMIUM INCOME ETF	ETF	$1.3M	0.6%Prev: 0.7%	23,027 SH	Decreased-465 SH
JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$6.6M	3.2%Prev: 2.9%	129,543 SH	Increased+13,575 SH
MCDONALDS CORP COM	Stock	$303K	0.1%Prev: 0.1%	992 SH	Increased
MERCK & CO INC COM	Stock	$1.1M	0.5%Prev: 0.4%	10,102 SH	Increased
META PLATFORMS INC CL A	Stock	$977K	0.5%Prev: 0.4%	1,480 SH	Increased+341 SH
MICROSOFT CORP COM	Stock	$1.0M	0.5%Prev: 0.6%	2,125 SH	Decreased-35 SH
MOODYS CORP COM	Stock	$359K	0.2%Prev: 0.2%	702 SH	Increased
NEXTERA ENERGY INC COM	Stock	$436K	0.2%Prev: 0.2%	5,425 SH	Increased
NORFOLK SOUTHN CORP COM	Stock	$239K	0.1%Prev: 0.1%	829 SH	Decreased
NORTHROP GRUMMAN CORP COM	Stock	$212K	0.1%Prev: 0.1%	371 SH	Decreased
NVIDIA CORPORATION COM	Stock	$3.8M	1.8%Prev: 1.8%	20,211 SH	Increased+346 SH
ORACLE CORP COM	Stock	$1.8M	0.9%Prev: 1.3%	9,016 SH	Decreased-24 SH
PACER US CASH COWS 100 ETF	ETF	$319K	0.2%Prev: 0.2%	5,294 SH	Decreased-362 SH
PALO ALTO NETWORKS INC COM	Stock	$899K	0.4%Prev: 0.5%	4,880 SH	Decreased+226 SH
PHILLIPS EDISON & CO INC COMMON STOCK	REIT	$255K	0.1%Prev: 0.1%	7,173 SH	Increased
PIMCO CORPORATE & INCOME OPPOR COM	CEF	$1.6M	0.8%Prev: 0.9%	127,102 SH	Decreased+2,084 SH
PLYMOUTH INDL REIT INC COM	REIT	$225K	0.1%Prev: 0.1%	10,305 SH	Decreased
PROCTER & GAMBLE CO COM	Stock	$1.4M	0.7%	10,021 SH	New
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	ETF	$275K	0.1%Prev: 0.1%	2,639 SH	Increased
PROSHARES ULTRA DOW30	ETF	$825K	0.4%Prev: 0.4%	14,502 SH	Increased+7,225 SH
PROSHARES ULTRA S&P 500	ETF	$3.4M	1.7%Prev: 1.6%	58,686 SH	Increased+28,966 SH
PROSHARES ULTRA SEMICONDUCTORS	ETF	$249K	0.1%Prev: 0.1%	4,740 SH	Increased+2,370 SH
S&P GLOBAL INC COM	Stock	$552K	0.3%Prev: 0.3%	1,057 SH	Increased
SCHWAB U.S. LARGE-CAP ETF	ETF	$2.1M	1.0%Prev: 1.0%	79,467 SH	Increased-52 SH
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$223K	0.1%	4,065 SH	New
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	ETF	$202K	0.1%	1,300 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$6.9M	3.4%	10,084 SH	New
TR ACTIVEBETA US LARGE CAP EQUITY ETF	ETF	$6.4M	3.1%Prev: 0.4%	48,048 SH	Increased+41,991 SH
VANECK MORNINGSTAR WIDE MOAT ETF	ETF	$2.8M	1.4%Prev: 5.4%	27,377 SH	Decreased-83,827 SH
VANECK SEMICONDUCTOR ETF	ETF	$13.2M	6.4%Prev: 5.8%	36,550 SH	Increased+391 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$9.4M	4.6%Prev: 4.6%	42,868 SH	Increased-250 SH
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	ETF	$553K	0.3%Prev: 0.2%	6,601 SH	Increased+834 SH
VANGUARD MID-CAP ETF	ETF	$249K	0.1%Prev: 0.1%	857 SH	Decreased
VANGUARD S&P 500 ETF	ETF	$1.1M	0.6%Prev: 0.5%	1,807 SH	Increased+48 SH
VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$418K	0.2%Prev: 0.2%	5,240 SH	Decreased-212 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$20.4M	9.9%Prev: 9.5%	60,755 SH	Increased+2,410 SH
VERIZON COMMUNICATIONS INC COM	Stock	$216K	0.1%Prev: 0.1%	5,315 SH	Decreased
VISA INC COM CL A	Stock	$467K	0.2%Prev: 0.2%	1,330 SH	Increased+82 SH
WALMART INC COM	Stock	$253K	0.1%Prev: 0.1%	2,270 SH	Increased-125 SH
WEC ENERGY GROUP INC COM	Stock	$215K	0.1%Prev: 0.1%	2,042 SH	Decreased

Sold (vs prior filing)

ABBOTT LABS COM — $203K
FINANCIAL SELECT SECTOR SPDR FUND — $219K
FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND — $953K
INDUSTRIAL SELECT SECTOR SPDR FUND — $200K
INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 — $228K
JPMORGAN CHASE & CO. COM — $473K
KKR INCOME OPPORTUNITIES FD COM — $163K
PROCTER AND GAMBLE CO COM — $1.5M
SPDR S&P 500 ETF TRUST — $6.5M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 19, 2026	Q4 2025	13F-HR	0001826394-26-000001	$205.0M	View
Nov 14, 2025	Q3 2025	13F-HR	0001826394-25-000007	$202.3M	View
Aug 14, 2026	Q2 2026