Plotkin Financial Advisors, LLC Portfolio Holdings

Plotkin Financial Advisors, LLC

  • $181 Billion
  • Q2 2025

Plotkin Financial Advisors, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $181 Billion distributed in 93 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 $17.3B, Invesco Qqq Trust, Series 1 with a value of $11.6B, First Trust Rising Dividend Ac with a value of $10.9B, Vaneck Morningstar Wide Moat E with a value of $10.8B, and Vaneck ETF Tr Semiconductor Et with a value of $9.88B.

Examining the 13F form we can see an increase of $18.6B in the current position value, from $163B to 181B.

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 $181 Billion
ETFs: $141 Billion
Technology: $13.4 Billion
Financial Services: $4.86 Billion
Consumer Cyclical: $3.18 Billion
Communication Services: $2.45 Billion
Consumer Defensive: $2.39 Billion
Healthcare: $2.21 Billion
Utilities: $1.52 Billion
Other: $2.67 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$5.84 Billion 3.22% of portfolio
28,466
Q2 2025 Reduced 0.36%
-
$3.61 Billion 1.99% of portfolio
-
Q2 2025 Added 1.34%
$456B
$2.56 Billion 1.41% of portfolio
16,195
Q2 2025 Added 47.7%
$684B
$1.97 Billion 1.09% of portfolio
9,007
Q2 2025 Added 2.84%
$0
$1.76 Billion 0.97% of portfolio
126,685
Q2 2025 Added 3.32%
$2.26T
$1.73 Billion 0.96% of portfolio
7,901
Q2 2025 Added 1.26%
$368B
$1.59 Billion 0.88% of portfolio
9,969
Q1 2024 Added 195.69%
$442B
$1.39 Billion 0.77% of portfolio
12,936
Q2 2025 Added 19.86%
$210B
$1.34 Billion 0.74% of portfolio
4,552
Q3 2024 New
$3.95T
$1.04 Billion 0.57% of portfolio
2,089
Q2 2025 Added 6.15%
$1.21T
$958 Million 0.53% of portfolio
5,435
Q2 2025 Reduced 0.13%
-
$837 Million 0.46% of portfolio
-
Q2 2025 Added 13.77%
$203B
$800 Million 0.44% of portfolio
10,102
Q3 2024 New
$1.78T
$793 Million 0.44% of portfolio
1,075
Q2 2025 Reduced 42.48%
$608B
$744 Million 0.41% of portfolio
954
Q3 2022 Reduced 24.53%
$52.5B
$682 Million 0.38% of portfolio
3,335
Q2 2025 Added 5.5%
$44.8B
$599 Million 0.33% of portfolio
20,000
Q3 2024 New
$123B
$565 Million 0.31% of portfolio
3,779
Q1 2025 Added 0.53%
$405B
$554 Million 0.31% of portfolio
1,510
Q1 2025 Added 0.87%
$182B
$557 Million 0.31% of portfolio
1,057
Q2 2025 Added 4.76%
$306B
$563 Million 0.31% of portfolio
7,960
Q1 2024 Reduced 0.85%
$1.24T
$468 Million 0.26% of portfolio
2,640
Q2 2024 Added 0.27%
$452B
$460 Million 0.25% of portfolio
3,012
Q2 2024 Reduced 0.42%
$551B
$434 Million 0.24% of portfolio
1,223
Q2 2025 Added 2.09%
$859B
$428 Million 0.24% of portfolio
1,475
Q2 2025 Added 7.27%
$141B
$377 Million 0.21% of portfolio
5,425
Q2 2025 Reduced 1.81%
$621B
$388 Million 0.21% of portfolio
798
Q1 2025 Added 0.38%
$94.5B
$352 Million 0.19% of portfolio
702
Q2 2025 Added 3.69%
$87.3B
$347 Million 0.19% of portfolio
2,278
Q1 2024 New
$78.6B
$302 Million 0.17% of portfolio
2,266
Q2 2023 New
$222B
$290 Million 0.16% of portfolio
992
Q3 2022 Added 11.21%
$44.3B
$269 Million 0.15% of portfolio
6,191
Q3 2024 New
$3.94B
$251 Million 0.14% of portfolio
7,173
Q2 2025 Reduced 1.79%
$281B
$238 Million 0.13% of portfolio
2,436
Q1 2025 Added 1.16%
$182B
$230 Million 0.13% of portfolio
5,315
Q2 2025 New
$64.4B
$212 Million 0.12% of portfolio
829
Q2 2025 New
$34.5B
$213 Million 0.12% of portfolio
2,042
Q1 2025 New
$381B
$215 Million 0.12% of portfolio
4,550
Q2 2025 New
$229B
$206 Million 0.11% of portfolio
1,512
Q2 2025 Reduced 1.31%
$592M
$165 Million 0.09% of portfolio
10,305
Q3 2023 Reduced 0.26%
$0
$163 Million 0.09% of portfolio
12,938
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $181 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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