Plotkin Financial Advisors, LLC - Portfolio overview

Plotkin Financial Advisors, LLC has 107 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD TOTAL STOCK MARKET ETF, 9.92%
2. SMH - VANECK SEMICONDUCTOR ETF, 6.97%
3. QQQ - INVESCO QQQ TRUST SERIES I, 6.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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