Plotkin Financial Advisors, LLC Portfolio Holdings
Q3 2025•104 long positions•$202.3M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding104 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $19.1M 9.47% | +$468.6K Bought | — 58.3K shares | 56.9K → 58.3K +$468.6K | +2.51% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $13.1M 6.48% | +$488.1K Bought | — 21.8K shares | 21.0K → 21.8K +$488.1K | +3.87% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $12.4M 6.13% | +$682.9K Bought | — 184.3K shares | 174.1K → 184.3K +$682.9K | +5.83% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $11.8M 5.83% | +$237.3K Bought | — 36.2K shares | 35.4K → 36.2K +$237.3K | +2.05% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $11.0M 5.45% | -$425.4K Sold | — 111.2K shares | 115.5K → 111.2K −$425.4K | -3.72% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $9.3M 4.6% | +$359.5K Bought | — 43.1K shares | 41.5K → 43.1K +$359.5K | +4.02% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $8.9M 4.4% | +$147.7K Bought | — 117.2K shares | 115.2K → 117.2K +$147.7K | +1.69% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.3M 3.62% | +$4.8K Bought | — 45.6K shares | 45.6K → 45.6K +$4.8K | +0.07% | — — | Q4 2019 Held for 5y 11m | |
Consumer Electronics Technology | $7.2M 3.58% | — | 0.0% 28.5K shares | — | — | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.5M 3.23% | +$437.0K Bought | — 9.8K shares | 9.1K → 9.8K +$437.0K | +7.18% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.3M 3.13% | -$134.6K Sold | — 67.5K shares | 69.0K → 67.5K −$134.6K | -2.08% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.9M 2.91% | +$569.7K Bought | — 116.0K shares | 104.7K → 116.0K +$569.7K | +10.72% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.9M 2.44% | -$26.7K Sold | — 19.3K shares | 19.4K → 19.3K −$26.7K | -0.54% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.5M 2.25% | -$279.8 Sold | — 16.2K shares | 16.2K → 16.2K −$279.8 | -0.01% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.8M 1.88% | -$8.1K Sold | — 75.8K shares | 76.0K → 75.8K −$8.1K | -0.21% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.8M 1.87% | -$1.3K Sold | — 28.2K shares | 28.2K → 28.2K −$1.3K | -0.04% | — — | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $3.7M 1.83% | +$684.7K Bought | 0.0% 19.9K shares | 16.2K → 19.9K +$684.7K | +22.66% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.3M 1.65% | -$5.3K Sold | — 29.7K shares | 29.8K → 29.7K −$5.3K | -0.16% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.7M 1.33% | +$5.6K Bought | — 60.5K shares | 60.4K → 60.5K +$5.6K | +0.21% | — — | Q1 2022 Held for 3y 8m | |
Software - Infrastructure Technology | $2.5M 1.26% | +$9.3K Bought | 0.0% 9.0K shares | 9.0K → 9.0K +$9.3K | +0.37% | $801.76B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.3M 1.14% | +$4.1K Bought | — 10.0K shares | 10.0K → 10.0K +$4.1K | +0.18% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.1M 1.04% | -$553.1 Sold | — 79.5K shares | 79.5K → 79.5K −$553.1 | -0.03% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.0M 0.99% | -$4.9K Sold | — 33.7K shares | 33.8K → 33.7K −$4.9K | -0.25% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $1.9M 0.923% | — | — 11.1K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $1.8M 0.892% | -$24.1K Sold | — 125.0K shares | 126.7K → 125.0K −$24.1K | -1.32% | — — | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $1.8M 0.868% | +$20.6K Bought | 0.0% 8.0K shares | 7.9K → 8.0K +$20.6K | +1.19% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.7M 0.858% | -$16.2K Sold | — 32.8K shares | 33.1K → 32.8K −$16.2K | -0.92% | — — | Q4 2021 Held for 3y 11m | |
Household & Personal Products Consumer Defensive | $1.5M 0.761% | +$8.0K Bought | 0.0% 10.0K shares | 10.0K → 10.0K +$8.0K | +0.52% | $359.62B Mega Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Integrated Energy | $1.5M 0.731% | +$19.2K Bought | 0.0% 13.1K shares | 12.9K → 13.1K +$19.2K | +1.31% | $480.68B Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.3M 0.663% | -$132.4K Sold | — 23.5K shares | 25.8K → 23.5K −$132.4K | -8.98% | — — | Q2 2021 Held for 4y 5m | |
Internet Content & Information Communication Services | $1.3M 0.653% | — | 0.0% 5.4K shares | — | — | $2.95T Mega Cap | Q1 2021 Held for 4y 8m | |
Information Technology Services Technology | $1.3M 0.635% | — | 0.0% 4.6K shares | — | — | $262.84B Mega Cap | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $1.1M 0.553% | +$36.8K Bought | 0.0% 2.2K shares | 2.1K → 2.2K +$36.8K | +3.4% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.1M 0.533% | -$87.0K Sold | — 1.8K shares | 1.9K → 1.8K −$87.0K | -7.47% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.0M 0.515% | +$221.3K Bought | — 22.7K shares | 17.9K → 22.7K +$221.3K | +26.99% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.0M 0.507% | -$16.0K Sold | — 25.3K shares | 25.7K → 25.3K −$16.0K | -1.54% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $953.3K 0.471% | +$8.7K Bought | — 6.8K shares | 6.7K → 6.8K +$8.7K | +0.93% | — — | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $947.6K 0.468% | +$268.6K Bought | 0.001% 4.7K shares | 3.3K → 4.7K +$268.6K | +39.55% | $137.82B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $898.9K 0.444% | +$23.7K Bought | — 34.8K shares | 33.9K → 34.8K +$23.7K | +2.7% | — — | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - General Healthcare | $847.9K 0.419% | — | 0.0% 10.1K shares | — | — | $209.64B Mega Cap | Q1 2024 Held for 1y 8m | |
Internet Content & Information Communication Services | $836.5K 0.414% | +$47.0K Bought | 0.0% 1.1K shares | 1.1K → 1.1K +$47.0K | +5.95% | $1.84T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $789.1K 0.39% | +$424.3K Bought | — 6.1K shares | 2.8K → 6.1K +$424.3K | +116.32% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $780.7K 0.386% | -$16.7K Sold | — 7.3K shares | 7.4K → 7.3K −$16.7K | -2.1% | — — | Q2 2021 Held for 4y 5m | |
Drug Manufacturers - General Healthcare | $727.9K 0.36% | — | 0.0% 954.0 shares | — | — | $684.00B Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $722.8K 0.357% | +$159.4K Bought | — 37.4K shares | 29.1K → 37.4K +$159.4K | +28.29% | — — | Q4 2023 Held for 1y 11m | |
Renewable Utilities Utilities | $678.9K 0.336% | — | 0.001% 2.1K shares | — | — | $102.80B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $655.0K 0.324% | — | — 5.7K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
Asset Management Financial Services | $645.6K 0.319% | — | 0.0% 3.8K shares | — | — | $133.37B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $644.2K 0.318% | +$9.6K Bought | — 5.2K shares | 5.1K → 5.2K +$9.6K | +1.51% | — — | Q2 2023 Held for 2y 5m | |
Specialty Retail Consumer Cyclical | $644.0K 0.318% | — | 0.001% 20.0K shares | — | — | $58.7B Large Cap | Q3 2021 Held for 4y 2m |
