Plotkin Financial Advisors, LLC Portfolio Holdings

Plotkin Financial Advisors, LLC

  • $168 Billion
  • Q4 2024

Plotkin Financial Advisors, LLC has filed its 13F form on March 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $168 Billion distributed in 91 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 $10.7B, First Trust Rising Dividend Ac with a value of $10B, Invesco Qqq Trust, Series 1 with a value of $9.89B, and Vaneck ETF Tr Semiconductor Et with a value of $8.47B.

Examining the 13F form we can see an increase of $1.39B in the current position value, from $167B to 168B.

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 $168 Billion
ETFs: $132 Billion
Technology: $13.7 Billion
Financial Services: $4.41 Billion
Consumer Cyclical: $3.02 Billion
Consumer Defensive: $2.38 Billion
Healthcare: $2.21 Billion
Communication Services: $1.98 Billion
Energy: $1.16 Billion
Other: $2.14 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.08B
$274 Million 0.16% of portfolio
7,304
Q1 2024 Reduced 1.87%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $168 Billion
  • Prior Value $167 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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