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: $181.3M93 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$347K	0.2%Prev: 0.2%	2,278 SH	Increased
ABBOTT LABS COM	Stock	$206K	0.1%	1,512 SH	New
ALPHABET INC CAP STK CL A	Stock	$958K	0.5%Prev: 0.8%	5,435 SH	Decreased-36 SH
ALPHABET INC CAP STK CL C	Stock	$468K	0.3%Prev: 0.4%	2,640 SH	Decreased-11 SH
AMAZON COM INC COM	Stock	$1.7M	1.0%Prev: 0.9%	7,901 SH	Increased-232 SH
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	ETF	$2.6M	1.4%Prev: 1.5%	60,383 SH	Decreased-6,316 SH
APPLE INC COM	Stock	$5.8M	3.2%Prev: 3.7%	28,466 SH	Decreased-491 SH
ARISTA NETWORKS INC COM SHS	Stock	$273K	0.2%Prev: 0.2%	2,668 SH	Decreased-291 SH
BANK AMERICA CORP COM	Stock	$215K	0.1%	4,550 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$388K	0.2%Prev: 0.2%	798 SH	Decreased-228 SH
BLACKSTONE INC COM	Stock	$565K	0.3%Prev: 0.2%	3,779 SH	Increased
COCA COLA CO COM	Stock	$563K	0.3%Prev: 0.3%	7,960 SH	Decreased-49 SH
CONSTELLATION ENERGY CORP COM	Stock	$666K	0.4%Prev: 0.3%	2,063 SH	Increased-8 SH
COUPANG INC CL A	Stock	$599K	0.3%Prev: 0.2%	20,000 SH	Increased+2,000 SH
DIREXION DAILY TECHNOLOGY BULL 3X SHARES	ETF	$478K	0.3%	5,103 SH	New
ELI LILLY & CO COM	Stock	$744K	0.4%Prev: 0.4%	954 SH	Decreased-4 SH
EMERSON ELEC CO COM	Stock	$302K	0.2%Prev: 0.2%	2,266 SH	Increased-38 SH
EXELON CORP COM	Stock	$269K	0.1%Prev: 0.2%	6,191 SH	Decreased
EXXON MOBIL CORP COM	Stock	$1.4M	0.8%Prev: 1.1%	12,936 SH	Decreased-167 SH
FINANCIAL SELECT SECTOR SPDR FUND	ETF	$213K	0.1%	4,065 SH	New
FIRST TRUST CAPITAL STRENGTH ETF	ETF	$6.3M	3.5%Prev: 3.0%	68,972 SH	Increased+4,085 SH
FIRST TRUST CLOUD COMPUTING ETF	ETF	$3.4M	1.9%Prev: 1.5%	28,165 SH	Increased+829 SH
FIRST TRUST DOW JONES INTERNET INDEX FUND	ETF	$4.4M	2.4%Prev: 1.9%	16,238 SH	Increased+179 SH
FIRST TRUST FINANCIALS ALPHADEX FUND	ETF	$1.9M	1.0%Prev: 0.9%	33,816 SH	Increased+1,496 SH
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF	ETF	$553K	0.3%Prev: 0.5%	29,133 SH	Decreased-19,103 SH
FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND	ETF	$6.7M	3.7%Prev: 3.6%	45,602 SH	Decreased+936 SH
FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF	ETF	$455K	0.3%Prev: 0.2%	9,424 SH	Increased+285 SH
FIRST TRUST NASDAQ CYBERSECURITY ETF	ETF	$8.7M	4.8%Prev: 3.8%	115,237 SH	Increased-4,667 SH
FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND	ETF	$914K	0.5%	6,694 SH	New
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND	ETF	$2.1M	1.2%Prev: 1.0%	10,002 SH	Increased+339 SH
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	ETF	$10.9M	6.0%Prev: 6.5%	174,141 SH	Decreased-16,496 SH
FIRST TRUST SENIOR LOAN FUND	ETF	$821K	0.5%Prev: 0.6%	17,889 SH	Decreased-8,495 SH
FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND	ETF	$206K	0.1%Prev: 0.1%	2,583 SH	Decreased
FIRST TRUST TECHNOLOGY ALPHADEX FUND	ETF	$1.7M	1.0%Prev: 0.9%	11,118 SH	Decreased
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND	ETF	$454K	0.3%Prev: 0.2%	10,146 SH	Decreased
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF	ETF	$837K	0.5%Prev: 0.6%	33,857 SH	Decreased-12,291 SH
FT VEST U.S. EQUITY BUFFER ETF - JUNE	ETF	$564K	0.3%Prev: 0.3%	10,509 SH	Decreased
FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER	ETF	$1.7M	0.9%Prev: 0.9%	33,133 SH	Decreased+357 SH
FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL	ETF	$313K	0.2%Prev: 0.2%	8,303 SH	Decreased+3 SH
FT VEST US EQUITY BUFFER ETF - JANUARY	ETF	$3.6M	2.0%Prev: 2.0%	75,970 SH	Decreased-3,140 SH
FT VEST US EQUITY BUFFER ETF - MARCH	ETF	$296K	0.2%Prev: 0.1%	6,598 SH	Increased+730 SH
FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY	ETF	$1.0M	0.6%Prev: 0.5%	25,679 SH	Increased+3,152 SH
HOME DEPOT INC COM	Stock	$554K	0.3%Prev: 0.2%	1,510 SH	Increased+14 SH
INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027	ETF	$315K	0.2%	10,987 SH	New
INTERNATIONAL BUSINESS MACHS COM	Stock	$1.3M	0.7%Prev: 0.6%	4,552 SH	Increased
INVESCO QQQ TRUST SERIES I	ETF	$11.6M	6.4%Prev: 6.7%	21,006 SH	Decreased-2,216 SH
INVESCO S&P 500 HIGH BETA ETF	ETF	$454K	0.3%Prev: 0.3%	4,650 SH	Decreased+214 SH
INVESCO S&P 500 QUALITY ETF	ETF	$554K	0.3%Prev: 0.3%	7,778 SH	Decreased-16 SH
ISHARES CORE S&P 500 ETF	ETF	$223K	0.1%Prev: 0.1%	359 SH	Decreased
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF	ETF	$624K	0.3%Prev: 0.2%	5,695 SH	Increased+525 SH
ISHARES MSCI USA MOMENTUM FACTOR ETF	ETF	$4.7M	2.6%Prev: 2.3%	19,373 SH	Increased+454 SH
ISHARES RUSSELL 2000 ETF	ETF	$449K	0.2%Prev: 0.2%	2,082 SH	Increased+555 SH
ISHARES S&P MID-CAP 400 GROWTH ETF	ETF	$241K	0.1%Prev: 0.1%	2,644 SH	Increased+400 SH
ISHARES U.S. AEROSPACE & DEFENSE ETF	ETF	$320K	0.2%Prev: 0.2%	1,699 SH	Decreased
JOHNSON & JOHNSON COM	Stock	$460K	0.3%Prev: 0.4%	3,012 SH	Decreased-221 SH
JPMORGAN CHASE & CO. COM	Stock	$428K	0.2%	1,475 SH	New
JPMORGAN EQUITY PREMIUM INCOME ETF	ETF	$1.5M	0.8%Prev: 0.7%	25,811 SH	Increased+1,507 SH
JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$5.3M	2.9%Prev: 3.9%	104,738 SH	Decreased-47,028 SH
KKR INCOME OPPORTUNITIES FD COM	CEF	$163K	0.1%Prev: 0.1%	12,938 SH	Increased
MCDONALDS CORP COM	Stock	$290K	0.2%Prev: 0.2%	992 SH	Decreased
MERCK & CO INC COM	Stock	$800K	0.4%Prev: 0.6%	10,102 SH	Decreased-29 SH
META PLATFORMS INC CL A	Stock	$793K	0.4%Prev: 0.5%	1,075 SH	Decreased-499 SH
MICROSOFT CORP COM	Stock	$1.0M	0.6%Prev: 0.5%	2,089 SH	Increased-518 SH
MOODYS CORP COM	Stock	$352K	0.2%Prev: 0.2%	702 SH	Increased
NEXTERA ENERGY INC COM	Stock	$377K	0.2%Prev: 0.3%	5,425 SH	Decreased
NORFOLK SOUTHN CORP COM	Stock	$212K	0.1%Prev: 0.1%	829 SH	Decreased
NVIDIA CORPORATION COM	Stock	$2.6M	1.4%Prev: 1.7%	16,195 SH	Decreased-3,331 SH
ORACLE CORP COM	Stock	$2.0M	1.1%Prev: 0.7%	9,007 SH	Increased-25 SH
PACER US CASH COWS 100 ETF	ETF	$419K	0.2%Prev: 0.2%	7,610 SH	Increased+2,388 SH
PALO ALTO NETWORKS INC COM	Stock	$682K	0.4%Prev: 0.4%	3,335 SH	Decreased-2,023 SH
PHILLIPS EDISON & CO INC COMMON STOCK	REIT	$251K	0.1%	7,173 SH	New
PIMCO CORPORATE & INCOME OPPOR COM	CEF	$1.8M	1.0%Prev: 0.8%	126,685 SH	Increased-4,752 SH
PLYMOUTH INDL REIT INC COM	REIT	$165K	0.1%	10,305 SH	New
PROCTER AND GAMBLE CO COM	Stock	$1.6M	0.9%	9,969 SH	New
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	ETF	$266K	0.1%Prev: 0.1%	2,639 SH	Decreased
PROSHARES ULTRA DOW30	ETF	$729K	0.4%Prev: 0.4%	7,433 SH	Decreased-6,891 SH
PROSHARES ULTRA S&P 500	ETF	$2.9M	1.6%Prev: 1.4%	29,767 SH	Increased-25,831 SH
S&P GLOBAL INC COM	Stock	$557K	0.3%Prev: 0.2%	1,057 SH	Increased
SCHWAB U.S. LARGE-CAP ETF	ETF	$1.9M	1.1%Prev: 1.0%	79,540 SH	Decreased-1,564 SH
SPDR S&P 500 ETF TRUST	ETF	$5.6M	3.1%	9,139 SH	New
TR ACTIVEBETA US LARGE CAP EQUITY ETF	ETF	$340K	0.2%Prev: 2.8%	2,800 SH	Decreased-42,506 SH
VANECK MORNINGSTAR WIDE MOAT ETF	ETF	$10.8M	6.0%Prev: 1.3%	115,496 SH	Increased+88,534 SH
VANECK SEMICONDUCTOR ETF	ETF	$9.9M	5.5%Prev: 7.0%	35,432 SH	Decreased-1,016 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$8.5M	4.7%Prev: 4.6%	41,452 SH	Decreased-1,562 SH
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	ETF	$447K	0.2%Prev: 0.3%	5,392 SH	Decreased-1,253 SH
VANGUARD MID-CAP ETF	ETF	$240K	0.1%Prev: 0.1%	857 SH	Decreased
VANGUARD S&P 500 ETF	ETF	$1.1M	0.6%Prev: 0.5%	1,901 SH	Increased+99 SH
VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$438K	0.2%Prev: 0.2%	5,506 SH	Increased+447 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$17.3M	9.5%Prev: 10.0%	56,917 SH	Decreased-5,119 SH
VERIZON COMMUNICATIONS INC COM	Stock	$230K	0.1%Prev: 0.1%	5,315 SH	Decreased
VISA INC COM CL A	Stock	$434K	0.2%Prev: 0.2%	1,223 SH	Increased-130 SH
WALMART INC COM	Stock	$238K	0.1%Prev: 0.1%	2,436 SH	Decreased+224 SH
WEC ENERGY GROUP INC COM	Stock	$213K	0.1%Prev: 0.1%	2,042 SH	Decreased

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC COM — $267K
AMERICAN EXPRESS CO COM — $273K
BANK OF AMER CORP COM — $215K
DIMENSIONAL CORE FIXED INCOME ETF — $236K
DIREXION DAILY TECHNOLOGY BULL 3X ETF — $448K
FIRST TRUST LOW DURATION OPPORTUNITIES ETF — $458K
FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF — $858K
ISHARES FLOATING RATE BOND ETF — $349K
ISHARES MORNINGSTAR GROWTH ETF — $546K
ISHARES SEMICONDUCTOR ETF — $205K
JANUS HENDERSON AAA CLO ETF — $260K
JPMORGAN CHASE & CO COM — $456K
NORTHROP GRUMMAN CORP COM — $253K
PROCTER & GAMBLE CO COM — $1.4M
PROSHARES ULTRA SEMICONDUCTORS — $227K
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF — $238K
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF — $235K
STATE STREET SPDR S&P 500 ETF — $7.0M

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