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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.5 Billion 9.54% of portfolio
56,471
Q1 2025 Added 5.62%
$0
$10.3 Billion 6.36% of portfolio
117,560
Q1 2025 Added 1.8%
$0
$10.2 Billion 6.29% of portfolio
174,858
Q1 2025 Added 3.28%
$0
$9.34 Billion 5.74% of portfolio
19,914
Q1 2025 Added 2.93%
$0
$7.89 Billion 4.85% of portfolio
40,693
Q1 2025 Added 0.87%
$0
$7.51 Billion 4.62% of portfolio
35,535
Q1 2025 Added 1.58%
$0
$7.25 Billion 4.46% of portfolio
115,118
Q1 2025 Added 0.17%
$0
$6.39 Billion 3.93% of portfolio
71,243
Q1 2025 Reduced 0.07%
$0
$5.97 Billion 3.67% of portfolio
46,149
Q1 2025 Added 0.49%
$0
$4.85 Billion 2.98% of portfolio
8,677
Q1 2025 Added 5.91%
$0
$4.55 Billion 2.8% of portfolio
89,799
Q1 2025 Added 9.43%
$0
$3.96 Billion 2.43% of portfolio
19,592
Q1 2025 Reduced 0.75%
$0
$3.67 Billion 2.26% of portfolio
16,535
Q1 2025 Added 0.18%
$0
$3.6 Billion 2.22% of portfolio
43,546
Q1 2025 Reduced 4.94%
$0
$3.01 Billion 1.85% of portfolio
29,441
Q1 2025 Reduced 0.03%
$0
$2.42 Billion 1.49% of portfolio
59,446
Q1 2025 Reduced 2.1%
$0
$1.74 Billion 1.07% of portfolio
10,002
Q1 2025 Reduced 0.47%
$0
$1.73 Billion 1.06% of portfolio
78,452
Q1 2025 Added 13.22%
$0
$1.64 Billion 1.01% of portfolio
28,711
Q1 2025 Reduced 6.51%
$0
$1.58 Billion 0.97% of portfolio
33,833
Q1 2025 Reduced 0.06%
$0
$1.47 Billion 0.9% of portfolio
11,118
Q4 2023 Reduced 0.47%
$0
$995 Million 0.61% of portfolio
1,937
Q4 2024 Reduced 4.58%
$0
$810 Million 0.5% of portfolio
6,694
Q4 2024 Reduced 0.22%
$0
$687 Million 0.42% of portfolio
7,511
Q1 2025 Reduced 0.84%
$0
$567 Million 0.35% of portfolio
12,431
Q1 2025 Added 30.58%
$0
$567 Million 0.35% of portfolio
30,333
Q1 2025 Added 50.25%
$0
$524 Million 0.32% of portfolio
10,509
Q4 2024 Reduced 0.15%
$0
$516 Million 0.32% of portfolio
7,778
Q4 2024 Added 10.67%
$0
$507 Million 0.31% of portfolio
5,695
Q4 2024 Reduced 11.36%
$0
$459 Million 0.28% of portfolio
10,305
Q1 2025 Reduced 13.65%
$0
$438 Million 0.27% of portfolio
5,551
Q1 2025 Reduced 8.9%
$0
$441 Million 0.27% of portfolio
5,392
Q1 2025 Reduced 12.54%
$0
$439 Million 0.27% of portfolio
8,012
Q4 2024 Reduced 15.39%
$0
$446 Million 0.27% of portfolio
11,977
Q1 2025 Reduced 0.03%
$0
$416 Million 0.26% of portfolio
2,083
Q1 2025 Reduced 0.24%
$0
$383 Million 0.24% of portfolio
9,424
Q2 2023 Reduced 4.87%
$0
$377 Million 0.23% of portfolio
4,818
Q4 2024 Reduced 5.31%
$0
$299 Million 0.18% of portfolio
5,103
Q4 2024 Reduced 0.85%
$0
$270 Million 0.17% of portfolio
2,639
Q4 2024 Reduced 0.3%
$0
$260 Million 0.16% of portfolio
1,699
Q3 2024 New
$0
$260 Million 0.16% of portfolio
6,164
Q1 2025 Reduced 3.32%
$0
$222 Million 0.14% of portfolio
857
Q2 2024 Sold Out
$0
$220 Million 0.14% of portfolio
2,644
Q4 2023 New
$0
$209 Million 0.13% of portfolio
1,209
Q4 2024 Reduced 29.71%
$0
$201 Million 0.12% of portfolio
4,617
Q1 2025 New
$0
$202 Million 0.12% of portfolio
4,065
Q1 2025 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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