Plotkin Financial Advisors, LLC Portfolio Holdings

Plotkin Financial Advisors, LLC

$167 Billion
Q3 2024

Plotkin Financial Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $167 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $15B, Vaneck Morningstar Wide Moat E with a value of $11.1B, First Trust Rising Dividend Ac with a value of $10.4B, Invesco Qqq Trust, Series 1 with a value of $9.24B, and Vaneck ETF Tr Semiconductor Et with a value of $8.54B.

Examining the 13F form we can see an increase of $167B in the current position value.

Plotkin Financial Advisors, LLC is based out at Chevy Chase, MD

Below you can find more details about Plotkin Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $167 Billion

ETFs: $131 Billion

Technology: $13 Billion

Financial Services: $4.27 Billion

Consumer Cyclical: $2.85 Billion

Healthcare: $2.58 Billion

Consumer Defensive: $2.3 Billion

Communication Services: $1.75 Billion

Utilities: $1.28 Billion

Other: $2.75 Billion

Stock Holdings Table Companies Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$3.67T	$6.69 Billion 4.01% of portfolio	28,731	Q3 2024 New
FJAN First Exc Trd Viii Cboe Vest U	-	$3.56 Billion 2.13% of portfolio	-	Q3 2024 New
NVDA Nvidia Corp Technology	$366B	$2.38 Billion 1.43% of portfolio	19,609	Q3 2024 New
PG Procter & Gamble CO Consumer Defensive	$396B	$1.73 Billion 1.03% of portfolio	9,969	Q3 2024 New
PTY Pimco Corporate & Income Opportunity Fund Financial Services	$0	$1.71 Billion 1.02% of portfolio	118,693	Q3 2024 New
AMZN Amazon Com Inc Consumer Cyclical	$2.15T	$1.45 Billion 0.87% of portfolio	7,771	Q3 2024 New
ORCL Oracle Corp Technology	$504B	$1.44 Billion 0.86% of portfolio	8,473	Q3 2024 New
XOM Exxon Mobil Corp Energy	$502B	$1.27 Billion 0.76% of portfolio	10,793	Q3 2024 New
MRK Merck & Co., Inc. Healthcare	$249B	$1.15 Billion 0.69% of portfolio	10,102	Q3 2024 New
IBM International Business Machines Corp Technology	$187B	$1.01 Billion 0.6% of portfolio	4,552	Q3 2024 New
GOOGL Alphabet Inc. Communication Services	$1.05T	$892 Million 0.53% of portfolio	5,377	Q3 2024 New
LLY Eli Lilly & CO Healthcare	$747B	$845 Million 0.51% of portfolio	954	Q3 2024 New
MSFT Microsoft Corp Technology	$3.18T	$813 Million 0.49% of portfolio	1,890	Q3 2024 New
HD Home Depot, Inc. Consumer Cyclical	$415B	$607 Million 0.36% of portfolio	1,498	Q3 2024 New
KO Coca Cola CO Consumer Defensive	$270B	$572 Million 0.34% of portfolio	7,960	Q3 2024 New
BX Blackstone Inc. Financial Services	$128B	$576 Million 0.34% of portfolio	3,759	Q3 2024 New
CEG Constellation Energy Corp Utilities	$74B	$536 Million 0.32% of portfolio	2,063	Q3 2024 New
SPGI S&P Global Inc. Financial Services	$166B	$508 Million 0.3% of portfolio	984	Q3 2024 New
CPNG Coupang, Inc. Consumer Cyclical	$40.3B	$491 Million 0.29% of portfolio	20,000	Q3 2024 New
NEE Nextera Energy Inc Utilities	$148B	$490 Million 0.29% of portfolio	5,800	Q3 2024 New
JNJ Johnson & Johnson Healthcare	$397B	$488 Million 0.29% of portfolio	3,012	Q3 2024 New
GOOG Alphabet Inc. Communication Services	$1.08T	$441 Million 0.26% of portfolio	2,640	Q3 2024 New
META Meta Platforms, Inc. Communication Services	$1.29T	$421 Million 0.25% of portfolio	736	Q3 2024 New
BRK-B Berkshire Hathaway Inc Class B Financial Services	$609B	$366 Million 0.22% of portfolio	795	Q3 2024 New
V Visa Inc. Financial Services	$504B	$330 Million 0.2% of portfolio	1,199	Q3 2024 New
MMM 3 M CO Industrials	$73.1B	$311 Million 0.19% of portfolio	2,278	Q3 2024 New
MCO Moodys Corp Financial Services	$88.3B	$321 Million 0.19% of portfolio	677	Q3 2024 New
ADBE Adobe Inc. Technology	$246B	$316 Million 0.19% of portfolio	610	Q3 2024 New
PANW Palo Alto Networks Inc Technology	$118B	$305 Million 0.18% of portfolio	891	Q3 2024 New
MCD Mcdonalds Corp Consumer Cyclical	$220B	$302 Million 0.18% of portfolio	992	Q3 2024 New
RDVI First Tr Exc Tr Fd Iv Cboe Vst	-	$280 Million 0.17% of portfolio	-	Q3 2024 New
JPM Jpmorgan Chase & CO Financial Services	$709B	$275 Million 0.16% of portfolio	1,303	Q3 2024 New
PECO Phillips Edison & Company, Inc. Real Estate	$4.52B	$275 Million 0.16% of portfolio	7,304	Q3 2024 New
EXC Exelon Corp Utilities	$37.9B	$251 Million 0.15% of portfolio	6,191	Q3 2024 New
EMR Emerson Electric CO Industrials	$76.3B	$248 Million 0.15% of portfolio	2,266	Q3 2024 New
PLYM Plymouth Industrial Reit, Inc. Real Estate	$747M	$233 Million 0.14% of portfolio	10,305	Q3 2024 New
NOC Northrop Grumman Corp Industrials	$77B	$213 Million 0.13% of portfolio	403	Q3 2024 New
NSC Norfolk Southern Corp Industrials	$61.3B	$206 Million 0.12% of portfolio	829	Q3 2024 New
KIO Kkr Income Opportunities Fund Financial Services	$0	$191 Million 0.11% of portfolio	12,938	Q3 2024 New
CVM Cel Sci Corp Healthcare	$27.3M	$97.5 Million 0.06% of portfolio	92,008	Q3 2024 New

Summary

Portfolio
No. of Stocks 90
Current Value $167 Billion
Filing
Period Q3 2024
Filing Date November 14, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 90 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Plotkin Financial Advisors, LLC Portfolio Holdings