Plotkin Financial Advisors, LLC Incresed Positions in Q2 2025

Plotkin Financial Advisors, LLC

  • $181 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.09K
+ 5.48%
$416.06 - $551.64 $454K - $602K
21K $11.6B
VTI
Vanguard Total Stock Market Et

ETFs
446
+ 0.79%
$243.75 - $303.93 $109K - $136K
56.9K $17.3B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
119
+ 0.1%
$57.46 - $75.58 $6.84K - $8.99K
115K $8.71B
NVDA
Nvidia Corp

Technology
5.23K
+ 47.7%
$94.31 - $157.99 $493K - $826K
16.2K $2.56B
SPY
Spdr S&P 500 ETF Trust

ETFs
462
+ 5.32%
$496.48 - $617.85 $229K - $285K
9.14K $5.65B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.9K
+ 16.64%
$50.36 - $50.68 $752K - $757K
105K $5.31B
ORCL
Oracle Corp

Technology
249
+ 2.84%
$122.82 - $218.63 $30.6K - $54.4K
9.01K $1.97B
VIG
Vanguard Dividend Appreciation

ETFs
759
+ 1.87%
N/A
41.5K $8.48B
MSFT
Microsoft Corp

Technology
121
+ 6.15%
$354.56 - $497.45 $42.9K - $60.2K
2.09K $1.04B
FJAN
First Exc Trd Viii Cboe Vest U
1.01K
+ 1.34%
N/A
76K $3.61B
AMZN
Amazon Com Inc

Consumer Cyclical
98
+ 1.26%
$167.32 - $223.3 $16.4K - $21.9K
7.9K $1.73B
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.09K
+ 1.39%
$19.6 - $24.44 $21.3K - $26.6K
79.5K $1.94B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
937
+ 1.58%
$37.18 - $42.55 $34.8K - $39.9K
60.4K $2.57B
PANW
Palo Alto Networks Inc

Technology
174
+ 5.5%
$152.44 - $204.64 $26.5K - $35.6K
3.34K $682M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
4.1K
+ 13.77%
N/A
33.9K $837M
XOM
Exxon Mobil Corp

Energy
2.14K
+ 19.86%
$99.93 - $119.04 $214K - $255K
12.9K $1.39B
JPM
Jpmorgan Chase & CO

Financial Services
100
+ 7.27%
$210.28 - $289.91 $21K - $29K
1.48K $428M
SPGI
S&P Global Inc.

Financial Services
48
+ 4.76%
$438.31 - $527.29 $21K - $25.3K
1.06K $557M
MCO
Moodys Corp

Financial Services
25
+ 3.69%
$396.7 - $501.59 $9.92K - $12.5K
702 $352M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
434
+ 7.04%
$38.96 - $44.84 $16.9K - $19.5K
6.6K $296M
V
Visa Inc.

Financial Services
25
+ 2.09%
$308.27 - $373.31 $7.71K - $9.33K
1.22K $434M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
4.07K
+ 3.32%
$12.71 - $14.52 $51.7K - $59.1K
127K $1.76B
Activity Summary
Buys All Purchases 30 New Holdings 7 Increased Positions 23 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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