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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.52B
$275 Million 0.16% of portfolio
7,304
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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