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Showing Q3 2025 data
Plotkin Financial Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Plotkin Financial Advisors, LLC
•CIK: 1826394•Filing: Q3 2025
**Plotkin Financial Advisors, LLC** manages $202M across a diversified portfolio of 104 positions. The fund exhibits a notable allocation to technology and growth sectors, highlighted by top holdings including VTI at $19.1M and NDQ at $13.1M. Further concentration is evident in semiconductor and innovation plays, with SMH ($11.8M) and MOAT ($11.0M) representing significant weights. This structure suggests a tactical, growth-oriented mandate within the current market cycle.
Total AUM
$202.3M
QoQ Performance
+11.6%
Positions
104
Top 10 Concentration
52.8%
Latest Filing
Q3 2025
Top Holdings Allocation
VTI
NDQ
RDVY
SMH
MOAT
VTI9.5%
NDQ6.5%
RDVY6.1%
SMH5.8%
MOAT5.4%
VIG4.6%
CIBR4.4%
FAD3.6%
📈 Biggest Buys
📉 Biggest Sells
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-3.7%
5.4% of portfolio
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-2.1%
3.1% of portfolio
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-9.0%
0.7% of portfolio
COWZ
PACER US CASH COWS 100 ETF
-25.7%
0.2% of portfolio
TJUL
INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027
-29.0%
0.1% of portfolio
Sector Breakdown
Other81.8%
Technology9.3%
ETF3.9%
Consumer1.4%
Healthcare1.2%
Financial1.0%
Energy0.7%
Consumer Staples0.3%
Changes from Q2 2025
NEW11 new positions
↑30 increased
↓23 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024