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 Trade History
$4.07T
$6.69 Billion 4.01% of portfolio
28,731
Q2 2024 Reduced 5.37%
-
$3.56 Billion 2.13% of portfolio
-
Q2 2024 Reduced 0.85%
$325B
$2.38 Billion 1.43% of portfolio
19,609
Q2 2024 Added 858.76%
$404B
$1.73 Billion 1.03% of portfolio
9,969
Q1 2024 Added 195.69%
$0
$1.71 Billion 1.02% of portfolio
118,693
Q2 2024 Reduced 1.73%
$2.35T
$1.45 Billion 0.87% of portfolio
7,771
Q2 2024 Reduced 2.28%
$458B
$1.44 Billion 0.86% of portfolio
8,473
Q2 2024 Added 4.47%
$450B
$1.27 Billion 0.76% of portfolio
10,793
Q1 2024 New
$253B
$1.15 Billion 0.69% of portfolio
10,102
Q3 2024 New
$205B
$1.01 Billion 0.6% of portfolio
4,552
Q3 2024 New
$1.17T
$892 Million 0.53% of portfolio
5,377
Q2 2024 Added 21.17%
$740B
$845 Million 0.51% of portfolio
954
Q3 2022 Reduced 24.53%
$3.39T
$813 Million 0.49% of portfolio
1,890
Q1 2024 Reduced 1.1%
$418B
$607 Million 0.36% of portfolio
1,498
Q3 2022 Added 11.13%
$274B
$572 Million 0.34% of portfolio
7,960
Q1 2024 Reduced 0.85%
$130B
$576 Million 0.34% of portfolio
3,759
Q4 2023 Reduced 22.64%
$163B
$508 Million 0.3% of portfolio
984
Q4 2019 Reduced 8.54%
$37.4B
$491 Million 0.29% of portfolio
20,000
Q3 2024 New
$142B
$490 Million 0.29% of portfolio
5,800
Q3 2023 Reduced 0.83%
$383B
$488 Million 0.29% of portfolio
3,012
Q2 2024 Reduced 0.42%
$1.2T
$441 Million 0.26% of portfolio
2,640
Q2 2024 Added 0.27%
$1.39T
$421 Million 0.25% of portfolio
736
Q2 2024 Added 24.55%
$593B
$366 Million 0.22% of portfolio
795
Q4 2021 Sold Out
$520B
$330 Million 0.2% of portfolio
1,199
Q2 2024 Added 1.27%
$70.8B
$311 Million 0.19% of portfolio
2,278
Q1 2024 New
$89B
$321 Million 0.19% of portfolio
677
Q3 2024 New
$212B
$316 Million 0.19% of portfolio
610
Q2 2024 Added 4.06%
$60.2B
$305 Million 0.18% of portfolio
891
Q2 2024 Reduced 23.79%
$218B
$302 Million 0.18% of portfolio
992
Q3 2022 Added 11.21%
-
$280 Million 0.17% of portfolio
-
Q2 2024 Added 30.36%
$699B
$275 Million 0.16% of portfolio
1,303
Q2 2024 Reduced 2.04%
$4.55B
$275 Million 0.16% of portfolio
7,304
Q1 2024 Reduced 1.87%
$36.3B
$251 Million 0.15% of portfolio
6,191
Q3 2024 New
$75.7B
$248 Million 0.15% of portfolio
2,266
Q2 2023 New
$766M
$233 Million 0.14% of portfolio
10,305
Q3 2023 Reduced 0.26%
$73.9B
$213 Million 0.13% of portfolio
403
Q3 2024 New
$56.1B
$206 Million 0.12% of portfolio
829
Q2 2024 Sold Out
$0
$191 Million 0.11% of portfolio
12,938
Q1 2023 New
$28.2M
$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
Track This Portfolio

Track Plotkin Financial Advisors, LLC Portfolio

Follow Plotkin Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plotkin Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plotkin Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email