Plotkin Financial Advisors, LLC Portfolio Holdings

Plotkin Financial Advisors, LLC

  • $202 Billion
  • Q3 2025

Plotkin Financial Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $202 Billion distributed in 104 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 $19.1B, Invesco Qqq Trust, Series 1 with a value of $13.1B, First Trust Rising Dividend Ac with a value of $12.4B, Vaneck ETF Tr Semiconductor Et with a value of $11.8B, and Vaneck Morningstar Wide Moat E with a value of $11B.

Examining the 13F form we can see an increase of $21B in the current position value, from $181B to 202B.

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 $202 Billion
ETFs: $156 Billion
Technology: $17.1 Billion
Financial Services: $5.29 Billion
Consumer Cyclical: $3.31 Billion
Communication Services: $3.03 Billion
Healthcare: $2.34 Billion
Consumer Defensive: $2.31 Billion
Utilities: $1.6 Billion
Other: $3.08 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.1 Billion 9.47% of portfolio
58,345
Q3 2025 Added 2.51%
$0
$13.1 Billion 6.48% of portfolio
21,819
Q3 2025 Added 3.87%
$0
$12.4 Billion 6.13% of portfolio
184,294
Q3 2025 Added 5.83%
$0
$11.8 Billion 5.83% of portfolio
36,159
Q3 2025 Added 2.05%
$0
$11 Billion 5.45% of portfolio
111,204
Q3 2025 Reduced 3.72%
$0
$9.3 Billion 4.6% of portfolio
43,118
Q3 2025 Added 4.02%
$0
$8.91 Billion 4.4% of portfolio
117,180
Q3 2025 Added 1.69%
$0
$7.33 Billion 3.62% of portfolio
45,632
Q3 2025 Added 0.07%
$4.3T
$7.25 Billion 3.58% of portfolio
28,466
Q2 2025 Reduced 0.36%
$0
$6.53 Billion 3.23% of portfolio
9,795
Q3 2025 Added 7.18%
$0
$6.32 Billion 3.13% of portfolio
67,535
Q3 2025 Reduced 2.08%
$0
$5.88 Billion 2.91% of portfolio
115,968
Q3 2025 Added 10.72%
$0
$4.94 Billion 2.44% of portfolio
19,269
Q3 2025 Reduced 0.54%
$0
$4.54 Billion 2.25% of portfolio
16,237
Q3 2025 Reduced 0.01%
-
$3.8 Billion 1.88% of portfolio
-
Q3 2025 Reduced 0.21%
$0
$3.78 Billion 1.87% of portfolio
28,155
Q3 2025 Reduced 0.04%
$0
$3.33 Billion 1.65% of portfolio
29,720
Q3 2025 Reduced 0.16%
$0
$2.7 Billion 1.33% of portfolio
60,508
Q3 2025 Added 0.21%
$593B
$2.54 Billion 1.26% of portfolio
9,040
Q3 2025 Added 0.37%
$0
$2.3 Billion 1.14% of portfolio
10,020
Q3 2025 Added 0.18%
$0
$2.09 Billion 1.04% of portfolio
79,519
Q3 2025 Reduced 0.03%
$0
$2 Billion 0.99% of portfolio
33,733
Q3 2025 Reduced 0.25%
$0
$1.87 Billion 0.92% of portfolio
11,118
Q4 2023 Reduced 0.47%
$0
$1.81 Billion 0.89% of portfolio
125,018
Q3 2025 Reduced 1.32%
$2.39T
$1.76 Billion 0.87% of portfolio
7,995
Q3 2025 Added 1.19%
$0
$1.74 Billion 0.86% of portfolio
32,827
Q3 2025 Reduced 0.92%
$346B
$1.54 Billion 0.76% of portfolio
10,021
Q3 2025 Added 0.52%
$490B
$1.48 Billion 0.73% of portfolio
13,106
Q3 2025 Added 1.31%
$0
$1.34 Billion 0.66% of portfolio
23,492
Q3 2025 Reduced 8.98%
$1.65T
$1.32 Billion 0.65% of portfolio
5,435
Q2 2025 Reduced 0.13%
$266B
$1.28 Billion 0.63% of portfolio
4,552
Q3 2024 New
$3.78T
$1.12 Billion 0.55% of portfolio
2,160
Q3 2025 Added 3.4%
$0
$1.08 Billion 0.53% of portfolio
1,759
Q3 2025 Reduced 7.47%
Ft Vest Us Equity Moderate Buffer ETF February
-
$1.03 Billion 0.51% of portfolio
-
Q3 2025 Reduced 1.54%
$0
$1.04 Billion 0.51% of portfolio
22,717
Q3 2025 Added 26.99%
$0
$953 Million 0.47% of portfolio
6,756
Q3 2025 Added 0.93%
$61.4B
$948 Million 0.47% of portfolio
4,654
Q3 2025 Added 39.55%
-
$899 Million 0.44% of portfolio
-
Q3 2025 Added 2.7%
$235B
$848 Million 0.42% of portfolio
10,102
Q3 2024 New
$1.37T
$836 Million 0.41% of portfolio
1,139
Q3 2025 Added 5.95%
$0
$789 Million 0.39% of portfolio
6,057
Q3 2025 Added 116.32%
$0
$781 Million 0.39% of portfolio
7,277
Q3 2025 Reduced 2.1%
$0
$723 Million 0.36% of portfolio
37,375
Q3 2025 Added 28.29%
$971B
$728 Million 0.36% of portfolio
954
Q3 2022 Reduced 24.53%
$111B
$679 Million 0.34% of portfolio
2,063
Q3 2024 New
$0
$655 Million 0.32% of portfolio
5,695
Q4 2024 Reduced 11.36%
$0
$644 Million 0.32% of portfolio
5,180
Q3 2025 Added 1.51%
$44.9B
$644 Million 0.32% of portfolio
20,000
Q3 2024 New
$98.1B
$646 Million 0.32% of portfolio
3,779
Q1 2025 Added 0.53%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $202 Billion
  • Prior Value $181 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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