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: $241.0M110 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$369K	0.2%Prev: 0.2%	2,278 SH	Increased
ADVANCED MICRO DEVICES INC COM	Stock	$762K	0.3%	1,312 SH	New
ALPHABET INC CAP STK CL A	Stock	$2.0M	0.8%Prev: 0.5%	5,728 SH	Increased+293 SH
ALPHABET INC CAP STK CL C	Stock	$943K	0.4%Prev: 0.3%	2,668 SH	Increased+28 SH
AMAZON COM INC COM	Stock	$2.0M	0.8%Prev: 1.0%	8,340 SH	Increased+439 SH
AMERICAN EXPRESS CO COM	Stock	$356K	0.1%	1,052 SH	New
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	ETF	$3.2M	1.3%Prev: 1.4%	69,488 SH	Increased+9,105 SH
APPLE INC COM	Stock	$8.4M	3.5%Prev: 3.2%	29,022 SH	Increased+556 SH
APPLIED MATLS INC COM	Stock	$289K	0.1%	400 SH	New
ARISTA NETWORKS INC COM SHS	Stock	$570K	0.2%Prev: 0.2%	3,357 SH	Increased+689 SH
BANK OF AMER CORP COM	Stock	$251K	0.1%	4,410 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$669K	0.3%Prev: 0.2%	1,337 SH	Increased+539 SH
BLACKSTONE INC COM	Stock	$445K	0.2%Prev: 0.3%	3,779 SH	Decreased
COCA COLA CO COM	Stock	$651K	0.3%Prev: 0.3%	8,009 SH	Increased+49 SH
CONSTELLATION ENERGY CORP COM	Stock	$514K	0.2%Prev: 0.4%	2,071 SH	Decreased+8 SH
COUPANG INC CL A	Stock	$313K	0.1%Prev: 0.3%	18,000 SH	Decreased-2,000 SH
DIMENSIONAL CORE FIXED INCOME ETF	ETF	$294K	0.1%	6,963 SH	New
DIREXION DAILY SEMICONDUCTOR BULL 3X ETF	ETF	$721K	0.3%	2,704 SH	New
DIREXION DAILY TECHNOLOGY BULL 3X ETF	ETF	$1.2M	0.5%	5,180 SH	New
ELI LILLY & CO COM	Stock	$1.2M	0.5%Prev: 0.4%	964 SH	Increased+10 SH
EMERSON ELEC CO COM	Stock	$330K	0.1%Prev: 0.2%	2,304 SH	Increased+38 SH
EXELON CORP COM	Stock	$289K	0.1%Prev: 0.1%	6,191 SH	Increased
EXXONMOBIL HOLDINGS CORP COM SHS	Stock	$1.8M	0.7%	13,130 SH	New
FIRST TRUST CAPITAL STRENGTH ETF	ETF	$5.6M	2.3%Prev: 3.5%	60,038 SH	Decreased-8,934 SH
FIRST TRUST CLOUD COMPUTING ETF	ETF	$3.6M	1.5%Prev: 1.9%	26,431 SH	Increased-1,734 SH
FIRST TRUST DOW JONES INTERNET INDEX FUND	ETF	$4.1M	1.7%Prev: 2.4%	15,320 SH	Decreased-918 SH
FIRST TRUST ENHANCED SHORT MATURITY ETF	ETF	$435K	0.2%	7,284 SH	New
FIRST TRUST FINANCIALS ALPHADEX FUND	ETF	$1.8M	0.7%Prev: 1.0%	28,589 SH	Decreased-5,227 SH
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF	ETF	$1.1M	0.4%Prev: 0.3%	55,446 SH	Increased+26,313 SH
FIRST TRUST LOW DURATION OPPORTUNITIES ETF	ETF	$505K	0.2%	10,142 SH	New
FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND	ETF	$8.3M	3.5%Prev: 3.7%	41,711 SH	Increased-3,891 SH
FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF	ETF	$502K	0.2%Prev: 0.3%	8,918 SH	Increased-506 SH
FIRST TRUST NASDAQ CYBERSECURITY ETF	ETF	$10.8M	4.5%Prev: 4.8%	120,316 SH	Increased+5,079 SH
FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF	ETF	$1.1M	0.4%	6,748 SH	New
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND	ETF	$3.2M	1.3%Prev: 1.2%	9,621 SH	Increased-381 SH
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	ETF	$15.7M	6.5%Prev: 6.0%	193,183 SH	Increased+19,042 SH
FIRST TRUST SENIOR LOAN FUND	ETF	$1.2M	0.5%Prev: 0.5%	25,930 SH	Increased+8,041 SH
FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND	ETF	$325K	0.1%Prev: 0.1%	2,551 SH	Increased-32 SH
FIRST TRUST TECHNOLOGY ALPHADEX FUND	ETF	$2.4M	1.0%Prev: 1.0%	11,118 SH	Increased
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND	ETF	$489K	0.2%Prev: 0.3%	10,146 SH	Increased
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF	ETF	$1.5M	0.6%Prev: 0.5%	50,790 SH	Increased+16,933 SH
FT VEST U.S. EQUITY BUFFER ETF - JUNE	ETF	$630K	0.3%Prev: 0.3%	10,509 SH	Increased
FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER	ETF	$1.9M	0.8%Prev: 0.9%	32,658 SH	Increased-475 SH
FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL	ETF	$339K	0.1%Prev: 0.2%	8,300 SH	Increased-3 SH
FT VEST US EQUITY BUFFER ETF - JANUARY	ETF	$4.4M	1.8%Prev: 2.0%	79,135 SH	Increased+3,165 SH
FT VEST US EQUITY BUFFER ETF - MARCH	ETF	$302K	0.1%Prev: 0.2%	5,776 SH	Increased-822 SH
FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY	ETF	$909K	0.4%Prev: 0.6%	20,645 SH	Decreased-5,034 SH
HOME DEPOT INC COM	Stock	$528K	0.2%Prev: 0.3%	1,496 SH	Decreased-14 SH
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY	ETF	$204K	0.1%	4,177 SH	New
INTEL CORP COM	Stock	$243K	0.1%	1,738 SH	New
INTERNATIONAL BUSINESS MACHS COM	Stock	$1.3M	0.5%Prev: 0.7%	4,552 SH	Decreased
INVESCO QQQ TRUST SERIES I	ETF	$17.3M	7.2%Prev: 6.4%	23,461 SH	Increased+2,455 SH
INVESCO S&P 500 HIGH BETA ETF	ETF	$690K	0.3%Prev: 0.3%	4,436 SH	Increased-214 SH
INVESCO S&P 500 QUALITY ETF	ETF	$722K	0.3%Prev: 0.3%	8,011 SH	Increased+233 SH
ISHARES CORE 60/40 BALANCED ALLOCATION ETF	ETF	$215K	0.1%	3,097 SH	New
ISHARES CORE S&P 500 ETF	ETF	$269K	0.1%Prev: 0.1%	359 SH	Increased
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF	ETF	$476K	0.2%Prev: 0.3%	5,254 SH	Decreased-441 SH
ISHARES FLOATING RATE BOND ETF	ETF	$350K	0.1%	6,855 SH	New
ISHARES MORNINGSTAR GROWTH ETF	ETF	$676K	0.3%	5,775 SH	New
ISHARES MSCI USA MOMENTUM FACTOR ETF	ETF	$6.2M	2.6%Prev: 2.6%	18,100 SH	Increased-1,273 SH
ISHARES RUSSELL 2000 ETF	ETF	$488K	0.2%Prev: 0.2%	1,625 SH	Increased-457 SH
ISHARES S&P MID-CAP 400 GROWTH ETF	ETF	$264K	0.1%Prev: 0.1%	2,244 SH	Increased-400 SH
ISHARES SEMICONDUCTOR ETF	ETF	$288K	0.1%	450 SH	New
ISHARES U.S. AEROSPACE & DEFENSE ETF	ETF	$412K	0.2%Prev: 0.2%	1,699 SH	Increased
JANUS HENDERSON AAA CLO ETF	ETF	$261K	0.1%	5,165 SH	New
JOHNSON & JOHNSON COM	Stock	$821K	0.3%Prev: 0.3%	3,233 SH	Increased+221 SH
JPMORGAN CHASE & CO COM	Stock	$543K	0.2%	1,658 SH	New
JPMORGAN EQUITY PREMIUM INCOME ETF	ETF	$1.3M	0.6%Prev: 0.8%	23,562 SH	Decreased-2,249 SH
JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$8.3M	3.5%Prev: 2.9%	164,890 SH	Increased+60,152 SH
KKR INCOME OPPORTUNITIES FD COM	CEF	$146K	0.1%Prev: 0.1%	12,938 SH	Decreased
M & T BK CORP COM	Stock	$215K	0.1%	905 SH	New
MCDONALDS CORP COM	Stock	$268K	0.1%Prev: 0.2%	992 SH	Decreased
MERCK & CO INC COM	Stock	$1.3M	0.5%Prev: 0.4%	10,131 SH	Increased+29 SH
META PLATFORMS INC CL A	Stock	$898K	0.4%Prev: 0.4%	1,595 SH	Increased+520 SH
MICRON TECHNOLOGY INC COM	Stock	$350K	0.1%	303 SH	New
MICROSOFT CORP COM	Stock	$1.1M	0.4%Prev: 0.6%	2,827 SH	Increased+738 SH
MOODYS CORP COM	Stock	$318K	0.1%Prev: 0.2%	702 SH	Decreased
NEXTERA ENERGY INC COM	Stock	$476K	0.2%Prev: 0.2%	5,425 SH	Increased
NORFOLK SOUTHN CORP COM	Stock	$261K	0.1%Prev: 0.1%	829 SH	Increased
NVIDIA CORPORATION COM	Stock	$3.9M	1.6%Prev: 1.4%	19,647 SH	Increased+3,452 SH
ORACLE CORP COM	Stock	$1.3M	0.6%Prev: 1.1%	9,060 SH	Decreased+53 SH
PACER US CASH COWS 100 ETF	ETF	$325K	0.1%Prev: 0.2%	5,222 SH	Decreased-2,388 SH
PALO ALTO NETWORKS INC COM	Stock	$1.8M	0.7%Prev: 0.4%	5,298 SH	Increased+1,963 SH
PIMCO CORPORATE & INCOME OPPOR COM	CEF	$1.5M	0.6%Prev: 1.0%	127,711 SH	Decreased+1,026 SH
PROCTER & GAMBLE CO COM	Stock	$1.5M	0.6%	10,017 SH	New
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	ETF	$296K	0.1%Prev: 0.1%	5,278 SH	Increased+2,639 SH
PROSHARES ULTRA DOW30	ETF	$825K	0.3%Prev: 0.4%	12,589 SH	Increased+5,156 SH
PROSHARES ULTRA S&P 500	ETF	$3.1M	1.3%Prev: 1.6%	46,524 SH	Increased+16,757 SH
PROSHARES ULTRA SEMICONDUCTORS	ETF	$446K	0.2%	4,277 SH	New
S&P GLOBAL INC COM	Stock	$422K	0.2%Prev: 0.3%	1,037 SH	Decreased-20 SH
SCHWAB U.S. LARGE-CAP ETF	ETF	$2.4M	1.0%Prev: 1.1%	81,645 SH	Increased+2,105 SH
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$296K	0.1%	5,518 SH	New
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	ETF	$320K	0.1%	1,725 SH	New
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	ETF	$202K	0.1%	386 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$8.1M	3.4%	10,876 SH	New
STATE STREET US SECTOR ROTATION ETF	ETF	$214K	0.1%	3,304 SH	New
TR ACTIVEBETA US LARGE CAP EQUITY ETF	ETF	$6.3M	2.6%Prev: 0.2%	44,303 SH	Increased+41,503 SH
VANECK MORNINGSTAR WIDE MOAT ETF	ETF	$2.7M	1.1%Prev: 6.0%	26,444 SH	Decreased-89,052 SH
VANECK SEMICONDUCTOR ETF	ETF	$22.0M	9.1%Prev: 5.5%	33,547 SH	Increased-1,885 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$10.3M	4.3%Prev: 4.7%	43,511 SH	Increased+2,059 SH
VANGUARD EXTENDED MARKET ETF	ETF	$309K	0.1%	1,255 SH	New
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	ETF	$590K	0.2%Prev: 0.2%	7,140 SH	Increased+1,748 SH
VANGUARD MID-CAP ETF	ETF	$276K	0.1%Prev: 0.1%	3,428 SH	Increased+2,571 SH
VANGUARD S&P 500 ETF	ETF	$1.3M	0.5%Prev: 0.6%	1,822 SH	Increased-79 SH
VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$447K	0.2%Prev: 0.2%	5,659 SH	Increased+153 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$22.8M	9.5%Prev: 9.5%	61,708 SH	Increased+4,791 SH
VERIZON COMMUNICATIONS INC COM	Stock	$225K	0.1%Prev: 0.1%	5,315 SH	Decreased
VISA INC COM CL A	Stock	$485K	0.2%Prev: 0.2%	1,414 SH	Increased+191 SH
WALMART INC COM	Stock	$244K	0.1%Prev: 0.1%	2,150 SH	Increased-286 SH
WEC ENERGY GROUP INC COM	Stock	$238K	0.1%Prev: 0.1%	2,042 SH	Increased

Sold (vs prior filing)

ABBOTT LABS COM — $206K
BANK AMERICA CORP COM — $215K
DIREXION DAILY TECHNOLOGY BULL 3X SHARES — $478K
EXXON MOBIL CORP COM — $1.4M
FINANCIAL SELECT SECTOR SPDR FUND — $213K
FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND — $914K
INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 — $315K
JPMORGAN CHASE & CO. COM — $428K
PHILLIPS EDISON & CO INC COMMON STOCK — $251K
PLYMOUTH INDL REIT INC COM — $165K
PROCTER AND GAMBLE CO COM — $1.6M
SPDR S&P 500 ETF TRUST — $5.6M

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