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: $199.1M100 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$331K	0.2%Prev: 0.2%	2,278 SH	Decreased
ADVANCED MICRO DEVICES INC COM	Stock	$267K	0.1%	1,312 SH	New
ALPHABET INC CAP STK CL A	Stock	$1.6M	0.8%Prev: 0.5%	5,471 SH	Increased+29 SH
ALPHABET INC CAP STK CL C	Stock	$761K	0.4%Prev: 0.3%	2,651 SH	Increased+11 SH
AMAZON COM INC COM	Stock	$1.7M	0.9%Prev: 0.9%	8,133 SH	Increased+330 SH
AMERICAN EXPRESS CO COM	Stock	$273K	0.1%	904 SH	New
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	ETF	$3.0M	1.5%Prev: 1.5%	66,699 SH	Increased+7,253 SH
APPLE INC COM	Stock	$7.3M	3.7%Prev: 3.9%	28,957 SH	Increased+389 SH
ARISTA NETWORKS INC COM SHS	Stock	$363K	0.2%	2,959 SH	New
BANK OF AMER CORP COM	Stock	$215K	0.1%	4,410 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$492K	0.2%Prev: 0.3%	1,026 SH	Increased+228 SH
BLACKSTONE INC COM	Stock	$435K	0.2%Prev: 0.3%	3,779 SH	Decreased
COCA COLA CO COM	Stock	$609K	0.3%Prev: 0.4%	8,009 SH	Increased+49 SH
CONSTELLATION ENERGY CORP COM	Stock	$578K	0.3%Prev: 0.3%	2,071 SH	Increased+8 SH
COUPANG INC CL A	Stock	$340K	0.2%Prev: 0.3%	18,000 SH	Decreased-2,000 SH
DIMENSIONAL CORE FIXED INCOME ETF	ETF	$236K	0.1%	5,579 SH	New
DIREXION DAILY TECHNOLOGY BULL 3X ETF	ETF	$448K	0.2%	5,180 SH	New
ELI LILLY & CO COM	Stock	$881K	0.4%Prev: 0.5%	958 SH	Increased+4 SH
EMERSON ELEC CO COM	Stock	$302K	0.2%Prev: 0.2%	2,304 SH	Increased+38 SH
EXELON CORP COM	Stock	$303K	0.2%Prev: 0.2%	6,191 SH	Increased
EXXON MOBIL CORP COM	Stock	$2.2M	1.1%Prev: 0.8%	13,103 SH	Increased+2,310 SH
FIRST TRUST CAPITAL STRENGTH ETF	ETF	$6.0M	3.0%Prev: 3.9%	64,887 SH	Decreased-6,356 SH
FIRST TRUST CLOUD COMPUTING ETF	ETF	$3.0M	1.5%Prev: 1.9%	27,336 SH	Decreased-2,105 SH
FIRST TRUST DOW JONES INTERNET INDEX FUND	ETF	$3.8M	1.9%Prev: 2.3%	16,059 SH	Increased-476 SH
FIRST TRUST FINANCIALS ALPHADEX FUND	ETF	$1.8M	0.9%Prev: 1.1%	32,320 SH	Decreased-1,962 SH
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF	ETF	$916K	0.5%Prev: 0.3%	48,236 SH	Increased+17,903 SH
FIRST TRUST LOW DURATION OPPORTUNITIES ETF	ETF	$458K	0.2%	9,200 SH	New
FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND	ETF	$7.1M	3.6%Prev: 3.7%	44,666 SH	Increased-1,483 SH
FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF	ETF	$422K	0.2%Prev: 0.2%	9,139 SH	Increased-285 SH
FIRST TRUST NASDAQ CYBERSECURITY ETF	ETF	$7.5M	3.8%Prev: 4.5%	119,904 SH	Increased+4,786 SH
FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF	ETF	$858K	0.4%	6,756 SH	New
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND	ETF	$2.1M	1.0%Prev: 1.1%	9,663 SH	Increased-339 SH
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	ETF	$13.0M	6.5%Prev: 6.3%	190,637 SH	Increased+15,779 SH
FIRST TRUST SENIOR LOAN FUND	ETF	$1.2M	0.6%Prev: 0.3%	26,384 SH	Increased+13,953 SH
FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND	ETF	$250K	0.1%	2,583 SH	New
FIRST TRUST TECHNOLOGY ALPHADEX FUND	ETF	$1.8M	0.9%Prev: 0.9%	11,118 SH	Increased
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND	ETF	$477K	0.2%Prev: 0.3%	10,146 SH	Increased-159 SH
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF	ETF	$1.2M	0.6%Prev: 0.4%	46,148 SH	Increased+16,390 SH
FT VEST U.S. EQUITY BUFFER ETF - JUNE	ETF	$594K	0.3%Prev: 0.3%	10,509 SH	Increased
FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER	ETF	$1.8M	0.9%Prev: 1.0%	32,776 SH	Increased-1,057 SH
FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL	ETF	$330K	0.2%Prev: 0.3%	8,300 SH	Decreased-3,677 SH
FT VEST US EQUITY BUFFER ETF - JANUARY	ETF	$4.0M	2.0%Prev: 2.0%	79,110 SH	Increased+4,148 SH
FT VEST US EQUITY BUFFER ETF - MARCH	ETF	$285K	0.1%Prev: 0.2%	5,868 SH	Increased-296 SH
FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY	ETF	$926K	0.5%Prev: 0.6%	22,527 SH	Decreased-3,943 SH
HOME DEPOT INC COM	Stock	$492K	0.2%Prev: 0.3%	1,496 SH	Decreased-14 SH
INTERNATIONAL BUSINESS MACHS COM	Stock	$1.1M	0.6%Prev: 0.7%	4,552 SH	Decreased
INVESCO QQQ TRUST SERIES I	ETF	$13.4M	6.7%Prev: 5.7%	23,222 SH	Increased+3,308 SH
INVESCO S&P 500 HIGH BETA ETF	ETF	$514K	0.3%Prev: 0.2%	4,436 SH	Increased-382 SH
INVESCO S&P 500 QUALITY ETF	ETF	$586K	0.3%Prev: 0.3%	7,794 SH	Increased+16 SH
ISHARES CORE S&P 500 ETF	ETF	$235K	0.1%	359 SH	New
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF	ETF	$414K	0.2%Prev: 0.3%	5,170 SH	Decreased-525 SH
ISHARES FLOATING RATE BOND ETF	ETF	$349K	0.2%	6,855 SH	New
ISHARES MORNINGSTAR GROWTH ETF	ETF	$546K	0.3%	5,715 SH	New
ISHARES MSCI USA MOMENTUM FACTOR ETF	ETF	$4.5M	2.3%Prev: 2.4%	18,919 SH	Increased-673 SH
ISHARES RUSSELL 2000 ETF	ETF	$379K	0.2%Prev: 0.3%	1,527 SH	Decreased-556 SH
ISHARES S&P MID-CAP 400 GROWTH ETF	ETF	$226K	0.1%Prev: 0.1%	2,244 SH	Increased-400 SH
ISHARES SEMICONDUCTOR ETF	ETF	$205K	0.1%	624 SH	New
ISHARES U.S. AEROSPACE & DEFENSE ETF	ETF	$372K	0.2%Prev: 0.2%	1,699 SH	Increased
JANUS HENDERSON AAA CLO ETF	ETF	$260K	0.1%	5,165 SH	New
JOHNSON & JOHNSON COM	Stock	$790K	0.4%Prev: 0.3%	3,233 SH	Increased+221 SH
JPMORGAN CHASE & CO COM	Stock	$456K	0.2%	1,549 SH	New
JPMORGAN EQUITY PREMIUM INCOME ETF	ETF	$1.4M	0.7%Prev: 1.0%	24,304 SH	Decreased-4,407 SH
JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$7.7M	3.9%Prev: 2.8%	151,766 SH	Increased+61,967 SH
KKR INCOME OPPORTUNITIES FD COM	CEF	$142K	0.1%Prev: 0.1%	12,938 SH	Decreased
MCDONALDS CORP COM	Stock	$308K	0.2%Prev: 0.2%	992 SH	Decreased
MERCK & CO INC COM	Stock	$1.2M	0.6%Prev: 0.6%	10,131 SH	Increased+29 SH
META PLATFORMS INC CL A	Stock	$901K	0.5%Prev: 0.7%	1,574 SH	Decreased-295 SH
MICROSOFT CORP COM	Stock	$965K	0.5%Prev: 0.5%	2,607 SH	Increased+639 SH
MOODYS CORP COM	Stock	$306K	0.2%Prev: 0.2%	702 SH	Decreased+25 SH
NEXTERA ENERGY INC COM	Stock	$504K	0.3%Prev: 0.2%	5,425 SH	Increased-100 SH
NORFOLK SOUTHN CORP COM	Stock	$238K	0.1%	829 SH	New
NORTHROP GRUMMAN CORP COM	Stock	$253K	0.1%Prev: 0.1%	371 SH	Increased-32 SH
NVIDIA CORPORATION COM	Stock	$3.4M	1.7%Prev: 0.7%	19,526 SH	Increased+8,561 SH
ORACLE CORP COM	Stock	$1.3M	0.7%Prev: 0.8%	9,032 SH	Increased+274 SH
PACER US CASH COWS 100 ETF	ETF	$327K	0.2%Prev: 0.3%	5,222 SH	Decreased-2,790 SH
PALO ALTO NETWORKS INC COM	Stock	$859K	0.4%Prev: 0.3%	5,358 SH	Increased+2,197 SH
PIMCO CORPORATE & INCOME OPPOR COM	CEF	$1.6M	0.8%Prev: 1.1%	131,437 SH	Decreased+8,822 SH
PROCTER & GAMBLE CO COM	Stock	$1.4M	0.7%	10,017 SH	New
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	ETF	$280K	0.1%Prev: 0.2%	2,639 SH	Increased
PROSHARES ULTRA DOW30	ETF	$746K	0.4%Prev: 0.4%	14,324 SH	Increased+6,813 SH
PROSHARES ULTRA S&P 500	ETF	$2.9M	1.4%Prev: 2.2%	55,598 SH	Decreased+12,052 SH
PROSHARES ULTRA SEMICONDUCTORS	ETF	$227K	0.1%	4,740 SH	New
S&P GLOBAL INC COM	Stock	$450K	0.2%Prev: 0.3%	1,057 SH	Decreased+48 SH
SCHWAB U.S. LARGE-CAP ETF	ETF	$2.1M	1.0%Prev: 1.1%	81,104 SH	Increased+2,652 SH
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$238K	0.1%	4,817 SH	New
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	ETF	$235K	0.1%	1,450 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$7.0M	3.5%	10,828 SH	New
TR ACTIVEBETA US LARGE CAP EQUITY ETF	ETF	$5.7M	2.8%	45,306 SH	New
VANECK MORNINGSTAR WIDE MOAT ETF	ETF	$2.6M	1.3%Prev: 6.4%	26,962 SH	Decreased-90,598 SH
VANECK SEMICONDUCTOR ETF	ETF	$14.0M	7.0%Prev: 4.6%	36,448 SH	Increased+913 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$9.3M	4.6%Prev: 4.9%	43,014 SH	Increased+2,321 SH
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	ETF	$550K	0.3%Prev: 0.3%	6,645 SH	Increased+1,253 SH
VANGUARD MID-CAP ETF	ETF	$246K	0.1%Prev: 0.1%	857 SH	Increased
VANGUARD S&P 500 ETF	ETF	$1.1M	0.5%Prev: 0.6%	1,802 SH	Increased-135 SH
VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$401K	0.2%Prev: 0.3%	5,059 SH	Decreased-492 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$19.9M	10.0%Prev: 9.5%	62,036 SH	Increased+5,565 SH
VERIZON COMMUNICATIONS INC COM	Stock	$267K	0.1%	5,315 SH	New
VISA INC COM CL A	Stock	$409K	0.2%Prev: 0.3%	1,353 SH	Decreased+155 SH
WALMART INC COM	Stock	$275K	0.1%Prev: 0.1%	2,212 SH	Increased-224 SH
WEC ENERGY GROUP INC COM	Stock	$236K	0.1%Prev: 0.1%	2,042 SH	Increased

Sold (vs prior filing)

ABBOTT LABS COM — $203K
ADOBE INC COM — $228K
CEL-SCI CORP COM PAR NEW — $21K
DIREXION DAILY TECHNOLOGY BULL 3X SHARES — $299K
FINANCIAL SELECT SECTOR SPDR FUND — $202K
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND — $201K
FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND — $810K
INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2025 — $397K
INVESCO S&P 500 EQUAL WEIGHT ETF — $209K
JPMORGAN CHASE & CO. COM — $337K
PHILLIPS EDISON & CO INC COMMON STOCK — $267K
PLYMOUTH INDL REIT INC COM — $168K
PROCTER AND GAMBLE CO COM — $1.7M
SPDR S&P 500 ETF TRUST — $4.9M
TESLA INC COM — $321K

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