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: $202.3M104 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$354K	0.2%Prev: 0.2%	2,278 SH	Decreased
ABBOTT LABS COM	Stock	$203K	0.1%	1,512 SH	New
ADVANCED MICRO DEVICES INC COM	Stock	$210K	0.1%Prev: 0.3%	1,297 SH	Decreased-15 SH
ALPHABET INC CAP STK CL A	Stock	$1.3M	0.7%Prev: 0.8%	5,435 SH	Decreased-293 SH
ALPHABET INC CAP STK CL C	Stock	$643K	0.3%Prev: 0.4%	2,640 SH	Decreased-28 SH
AMAZON COM INC COM	Stock	$1.8M	0.9%Prev: 0.8%	7,995 SH	Decreased-345 SH
AMERICAN EXPRESS CO COM	Stock	$221K	0.1%Prev: 0.1%	666 SH	Decreased-386 SH
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	ETF	$2.7M	1.3%Prev: 1.3%	60,508 SH	Decreased-8,980 SH
APPLE INC COM	Stock	$7.2M	3.6%Prev: 3.5%	28,466 SH	Decreased-556 SH
ARISTA NETWORKS INC COM SHS	Stock	$414K	0.2%Prev: 0.2%	2,838 SH	Decreased-519 SH
BANK AMERICA CORP COM	Stock	$219K	0.1%	4,250 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$492K	0.2%Prev: 0.3%	979 SH	Decreased-358 SH
BLACKSTONE INC COM	Stock	$646K	0.3%Prev: 0.2%	3,779 SH	Increased
COCA COLA CO COM	Stock	$528K	0.3%Prev: 0.3%	7,960 SH	Decreased-49 SH
CONSTELLATION ENERGY CORP COM	Stock	$679K	0.3%Prev: 0.2%	2,063 SH	Increased-8 SH
COUPANG INC CL A	Stock	$644K	0.3%Prev: 0.1%	20,000 SH	Increased+2,000 SH
DIREXION DAILY TECHNOLOGY BULL 3X SHARES	ETF	$644K	0.3%	5,180 SH	New
ELI LILLY & CO COM	Stock	$728K	0.4%Prev: 0.5%	954 SH	Decreased-10 SH
EMERSON ELEC CO COM	Stock	$297K	0.1%Prev: 0.1%	2,266 SH	Decreased-38 SH
EXELON CORP COM	Stock	$279K	0.1%Prev: 0.1%	6,191 SH	Decreased
EXXON MOBIL CORP COM	Stock	$1.5M	0.7%	13,106 SH	New
FINANCIAL SELECT SECTOR SPDR FUND	ETF	$219K	0.1%	4,065 SH	New
FIRST TRUST CAPITAL STRENGTH ETF	ETF	$6.3M	3.1%Prev: 2.3%	67,535 SH	Increased+7,497 SH
FIRST TRUST CLOUD COMPUTING ETF	ETF	$3.8M	1.9%Prev: 1.5%	28,155 SH	Increased+1,724 SH
FIRST TRUST DOW JONES INTERNET INDEX FUND	ETF	$4.5M	2.2%Prev: 1.7%	16,237 SH	Increased+917 SH
FIRST TRUST FINANCIALS ALPHADEX FUND	ETF	$2.0M	1.0%Prev: 0.7%	33,733 SH	Increased+5,144 SH
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF	ETF	$723K	0.4%Prev: 0.4%	37,375 SH	Decreased-18,071 SH
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND	ETF	$200K	0.1%	4,617 SH	New
FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND	ETF	$7.3M	3.6%Prev: 3.5%	45,632 SH	Decreased+3,921 SH
FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF	ETF	$498K	0.2%Prev: 0.2%	9,424 SH	Decreased+506 SH
FIRST TRUST NASDAQ CYBERSECURITY ETF	ETF	$8.9M	4.4%Prev: 4.5%	117,180 SH	Decreased-3,136 SH
FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND	ETF	$953K	0.5%	6,756 SH	New
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND	ETF	$2.3M	1.1%Prev: 1.3%	10,020 SH	Decreased+399 SH
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	ETF	$12.4M	6.1%Prev: 6.5%	184,294 SH	Decreased-8,889 SH
FIRST TRUST SENIOR LOAN FUND	ETF	$1.0M	0.5%Prev: 0.5%	22,717 SH	Decreased-3,213 SH
FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND	ETF	$234K	0.1%Prev: 0.1%	2,583 SH	Decreased+32 SH
FIRST TRUST TECHNOLOGY ALPHADEX FUND	ETF	$1.9M	0.9%Prev: 1.0%	11,118 SH	Decreased
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND	ETF	$469K	0.2%Prev: 0.2%	10,146 SH	Decreased
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF	ETF	$899K	0.4%Prev: 0.6%	34,772 SH	Decreased-16,018 SH
FT VEST U.S. EQUITY BUFFER ETF - JUNE	ETF	$588K	0.3%Prev: 0.3%	10,509 SH	Decreased
FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER	ETF	$1.7M	0.9%Prev: 0.8%	32,827 SH	Decreased+169 SH
FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL	ETF	$321K	0.2%Prev: 0.1%	8,300 SH	Decreased
FT VEST US EQUITY BUFFER ETF - JANUARY	ETF	$3.8M	1.9%Prev: 1.8%	75,808 SH	Decreased-3,327 SH
FT VEST US EQUITY BUFFER ETF - MARCH	ETF	$277K	0.1%Prev: 0.1%	5,971 SH	Decreased+195 SH
FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY	ETF	$1.0M	0.5%Prev: 0.4%	25,284 SH	Increased+4,639 SH
HOME DEPOT INC COM	Stock	$612K	0.3%Prev: 0.2%	1,510 SH	Increased+14 SH
INDUSTRIAL SELECT SECTOR SPDR FUND	ETF	$200K	0.1%	1,300 SH	New
INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027	ETF	$228K	0.1%	7,801 SH	New
INTERNATIONAL BUSINESS MACHS COM	Stock	$1.3M	0.6%Prev: 0.5%	4,552 SH	Increased
INVESCO QQQ TRUST SERIES I	ETF	$13.1M	6.5%Prev: 7.2%	21,819 SH	Decreased-1,642 SH
INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$206K	0.1%	1,084 SH	New
INVESCO S&P 500 HIGH BETA ETF	ETF	$511K	0.3%Prev: 0.3%	4,650 SH	Decreased+214 SH
INVESCO S&P 500 QUALITY ETF	ETF	$570K	0.3%Prev: 0.3%	7,778 SH	Decreased-233 SH
ISHARES CORE 60/40 BALANCED ALLOCATION ETF	ETF	$199K	0.1%Prev: 0.1%	3,097 SH	Decreased
ISHARES CORE S&P 500 ETF	ETF	$240K	0.1%Prev: 0.1%	359 SH	Decreased
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF	ETF	$655K	0.3%Prev: 0.2%	5,695 SH	Increased+441 SH
ISHARES FLOATING RATE BOND ETF	ETF	$296K	0.1%Prev: 0.1%	5,800 SH	Decreased-1,055 SH
ISHARES MORNINGSTAR GROWTH ETF	ETF	$515K	0.3%Prev: 0.3%	4,940 SH	Decreased-835 SH
ISHARES MSCI USA MOMENTUM FACTOR ETF	ETF	$4.9M	2.4%Prev: 2.6%	19,269 SH	Decreased+1,169 SH
ISHARES RUSSELL 2000 ETF	ETF	$422K	0.2%Prev: 0.2%	1,746 SH	Decreased+121 SH
ISHARES S&P MID-CAP 400 GROWTH ETF	ETF	$254K	0.1%Prev: 0.1%	2,644 SH	Decreased+400 SH
ISHARES U.S. AEROSPACE & DEFENSE ETF	ETF	$356K	0.2%Prev: 0.2%	1,699 SH	Decreased
JANUS HENDERSON AAA CLO ETF	ETF	$262K	0.1%Prev: 0.1%	5,165 SH	Increased
JOHNSON & JOHNSON COM	Stock	$558K	0.3%Prev: 0.3%	3,012 SH	Decreased-221 SH
JPMORGAN CHASE & CO. COM	Stock	$473K	0.2%	1,500 SH	New
JPMORGAN EQUITY PREMIUM INCOME ETF	ETF	$1.3M	0.7%Prev: 0.6%	23,492 SH	Increased-70 SH
JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$5.9M	2.9%Prev: 3.5%	115,968 SH	Decreased-48,922 SH
KKR INCOME OPPORTUNITIES FD COM	CEF	$163K	0.1%Prev: 0.1%	12,938 SH	Increased
MCDONALDS CORP COM	Stock	$301K	0.1%Prev: 0.1%	992 SH	Increased
MERCK & CO INC COM	Stock	$848K	0.4%Prev: 0.5%	10,102 SH	Decreased-29 SH
META PLATFORMS INC CL A	Stock	$836K	0.4%Prev: 0.4%	1,139 SH	Decreased-456 SH
MICROSOFT CORP COM	Stock	$1.1M	0.6%Prev: 0.4%	2,160 SH	Increased-667 SH
MOODYS CORP COM	Stock	$334K	0.2%Prev: 0.1%	702 SH	Increased
NEXTERA ENERGY INC COM	Stock	$410K	0.2%Prev: 0.2%	5,425 SH	Decreased
NORFOLK SOUTHN CORP COM	Stock	$249K	0.1%Prev: 0.1%	829 SH	Decreased
NORTHROP GRUMMAN CORP COM	Stock	$226K	0.1%	371 SH	New
NVIDIA CORPORATION COM	Stock	$3.7M	1.8%Prev: 1.6%	19,865 SH	Decreased+218 SH
ORACLE CORP COM	Stock	$2.5M	1.3%Prev: 0.6%	9,040 SH	Increased-20 SH
PACER US CASH COWS 100 ETF	ETF	$325K	0.2%Prev: 0.1%	5,656 SH	Increased+434 SH
PALO ALTO NETWORKS INC COM	Stock	$948K	0.5%Prev: 0.7%	4,654 SH	Decreased-644 SH
PHILLIPS EDISON & CO INC COMMON STOCK	REIT	$246K	0.1%	7,173 SH	New
PIMCO CORPORATE & INCOME OPPOR COM	CEF	$1.8M	0.9%Prev: 0.6%	125,018 SH	Increased-2,693 SH
PLYMOUTH INDL REIT INC COM	REIT	$230K	0.1%	10,305 SH	New
PROCTER AND GAMBLE CO COM	Stock	$1.5M	0.8%	10,021 SH	New
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	ETF	$272K	0.1%Prev: 0.1%	2,639 SH	Decreased-2,639 SH
PROSHARES ULTRA DOW30	ETF	$781K	0.4%Prev: 0.3%	7,277 SH	Decreased-5,312 SH
PROSHARES ULTRA S&P 500	ETF	$3.3M	1.6%Prev: 1.3%	29,720 SH	Increased-16,804 SH
PROSHARES ULTRA SEMICONDUCTORS	ETF	$235K	0.1%Prev: 0.2%	2,370 SH	Decreased-1,907 SH
S&P GLOBAL INC COM	Stock	$514K	0.3%Prev: 0.2%	1,057 SH	Increased+20 SH
SCHWAB U.S. LARGE-CAP ETF	ETF	$2.1M	1.0%Prev: 1.0%	79,519 SH	Decreased-2,126 SH
SPDR S&P 500 ETF TRUST	ETF	$6.5M	3.2%	9,795 SH	New
TR ACTIVEBETA US LARGE CAP EQUITY ETF	ETF	$789K	0.4%Prev: 2.6%	6,057 SH	Decreased-38,246 SH
VANECK MORNINGSTAR WIDE MOAT ETF	ETF	$11.0M	5.4%Prev: 1.1%	111,204 SH	Increased+84,760 SH
VANECK SEMICONDUCTOR ETF	ETF	$11.8M	5.8%Prev: 9.1%	36,159 SH	Decreased+2,612 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$9.3M	4.6%Prev: 4.3%	43,118 SH	Decreased-393 SH
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	ETF	$485K	0.2%Prev: 0.2%	5,767 SH	Decreased-1,373 SH
VANGUARD MID-CAP ETF	ETF	$252K	0.1%Prev: 0.1%	857 SH	Decreased-2,571 SH
VANGUARD S&P 500 ETF	ETF	$1.1M	0.5%Prev: 0.5%	1,759 SH	Decreased-63 SH
VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$436K	0.2%Prev: 0.2%	5,452 SH	Decreased-207 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$19.1M	9.5%Prev: 9.5%	58,345 SH	Decreased-3,363 SH
VERIZON COMMUNICATIONS INC COM	Stock	$234K	0.1%Prev: 0.1%	5,315 SH	Increased
VISA INC COM CL A	Stock	$426K	0.2%Prev: 0.2%	1,248 SH	Decreased-166 SH
WALMART INC COM	Stock	$247K	0.1%Prev: 0.1%	2,395 SH	Increased+245 SH
WEC ENERGY GROUP INC COM	Stock	$234K	0.1%Prev: 0.1%	2,042 SH	Decreased

Sold (vs prior filing)

APPLIED MATLS INC COM — $289K
BANK OF AMER CORP COM — $251K
DIMENSIONAL CORE FIXED INCOME ETF — $294K
DIREXION DAILY SEMICONDUCTOR BULL 3X ETF — $721K
DIREXION DAILY TECHNOLOGY BULL 3X ETF — $1.2M
EXXONMOBIL HOLDINGS CORP COM SHS — $1.8M
FIRST TRUST ENHANCED SHORT MATURITY ETF — $435K
FIRST TRUST LOW DURATION OPPORTUNITIES ETF — $505K
FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF — $1.1M
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY — $204K
INTEL CORP COM — $243K
ISHARES SEMICONDUCTOR ETF — $288K
JPMORGAN CHASE & CO COM — $543K
M & T BK CORP COM — $215K
MICRON TECHNOLOGY INC COM — $350K
PROCTER & GAMBLE CO COM — $1.5M
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF — $296K
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF — $320K
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST — $202K
STATE STREET SPDR S&P 500 ETF — $8.1M
… and 2 more

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