Plotkin Financial Advisors, LLC Portfolio Holdings

Plotkin Financial Advisors, LLC

  • $163 Billion
  • Q1 2025

Plotkin Financial Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 92 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 $15.5B, Vaneck Morningstar Wide Moat E with a value of $10.3B, First Trust Rising Dividend Ac with a value of $10.2B, Invesco Qqq Trust, Series 1 with a value of $9.34B, and Vanguard Dividend Appreciation with a value of $7.89B.

Examining the 13F form we can see an decrease of $5.83B in the current position value, from $168B to 163B.

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 $163 Billion
ETFs: $126 Billion
Technology: $11.4 Billion
Financial Services: $4.47 Billion
Consumer Cyclical: $3.11 Billion
Consumer Defensive: $2.48 Billion
Healthcare: $2.42 Billion
Communication Services: $2.33 Billion
Utilities: $1.32 Billion
Other: $2.51 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.32T
$6.35 Billion 3.9% of portfolio
28,568
Q1 2025 Reduced 0.43%
-
$3.32 Billion 2.04% of portfolio
-
Q1 2025 Added 6.48%
$0
$1.77 Billion 1.09% of portfolio
122,615
Q1 2025 Added 2.87%
$393B
$1.7 Billion 1.04% of portfolio
9,969
Q1 2024 Added 195.69%
$2.08T
$1.48 Billion 0.91% of portfolio
7,803
Q1 2025 Added 0.22%
$437B
$1.28 Billion 0.79% of portfolio
10,793
Q1 2024 New
$432B
$1.22 Billion 0.75% of portfolio
8,758
Q1 2025 Added 1.42%
$335B
$1.19 Billion 0.73% of portfolio
10,965
Q1 2025 Reduced 41.81%
$239B
$1.13 Billion 0.7% of portfolio
4,552
Q3 2024 New
$1.43T
$1.08 Billion 0.66% of portfolio
1,869
Q1 2025 Added 140.23%
$198B
$907 Million 0.56% of portfolio
10,102
Q3 2024 New
$979B
$842 Million 0.52% of portfolio
5,442
Q1 2025 Added 0.93%
$710B
$788 Million 0.48% of portfolio
954
Q3 2022 Reduced 24.53%
$3.42T
$739 Million 0.45% of portfolio
1,968
Q1 2025 Added 2.13%
-
$706 Million 0.43% of portfolio
-
Q1 2025 Added 151.08%
$310B
$570 Million 0.35% of portfolio
7,960
Q1 2024 Reduced 0.85%
$58.2B
$539 Million 0.33% of portfolio
3,161
Q1 2025 Added 38.64%
$102B
$528 Million 0.32% of portfolio
3,779
Q1 2025 Added 0.53%
$170B
$513 Million 0.32% of portfolio
1,009
Q1 2025 Added 2.54%
$402B
$500 Million 0.31% of portfolio
3,012
Q2 2024 Reduced 0.42%
$43.2B
$439 Million 0.27% of portfolio
20,000
Q3 2024 New
$95.6B
$416 Million 0.26% of portfolio
2,063
Q3 2024 New
$600B
$420 Million 0.26% of portfolio
1,198
Q1 2025 Added 0.08%
$694B
$425 Million 0.26% of portfolio
798
Q1 2025 Added 0.38%
$1.01T
$413 Million 0.25% of portfolio
2,640
Q2 2024 Added 0.27%
$146B
$392 Million 0.24% of portfolio
5,525
Q1 2025 Reduced 4.74%
$85.2B
$335 Million 0.21% of portfolio
2,278
Q1 2024 New
$779B
$337 Million 0.21% of portfolio
1,375
Q1 2025 Added 0.73%
$1.09T
$321 Million 0.2% of portfolio
1,237
Q1 2025 New
$89.2B
$315 Million 0.19% of portfolio
677
Q3 2024 New
$235B
$310 Million 0.19% of portfolio
992
Q3 2022 Added 11.21%
$44B
$285 Million 0.18% of portfolio
6,191
Q3 2024 New
$4.22B
$267 Million 0.16% of portfolio
7,304
Q1 2024 Reduced 1.87%
$69.8B
$248 Million 0.15% of portfolio
2,266
Q2 2023 New
$194B
$228 Million 0.14% of portfolio
595
Q1 2025 Reduced 2.46%
$33.9B
$223 Million 0.14% of portfolio
2,042
Q1 2025 New
$265B
$214 Million 0.13% of portfolio
2,436
Q1 2025 Added 1.16%
$73.4B
$206 Million 0.13% of portfolio
403
Q1 2025 New
$237B
$203 Million 0.12% of portfolio
1,532
Q1 2025 New
$0
$159 Million 0.1% of portfolio
12,938
Q1 2023 New
$661M
$168 Million 0.1% of portfolio
10,305
Q3 2023 Reduced 0.26%
$222M
$21.2 Million 0.01% of portfolio
92,008
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $163 Billion
  • Prior Value $168 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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