Plotkin Financial Advisors, LLC
CIK 1826394 · Holdings on Dec 31, 2023 · First reported Nov 15, 2024
Top ten holdings
Q4 2023- SSO9.09%
- RDVY6.51%
- MOAT5.17%
- VIG4.99%
- CIBR4.96%
- SMH4.68%
- FTCS4.46%
- AAPL4.33%
- QQQ4.14%
- ROM4.08%
Share classes counted separately52.41%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SSOPROSHARES ULTRA S&P500ETF View history and evidence | $11.96M | 9.09% | 183.74K shares | — | ↗▾ | |
| 02 | RDVYFIRST TRUST RISING DIVIDENDETF View history and evidence | $8.56M | 6.51% | 165.76K shares | — | ↗▾ | |
| 03 | MOATVANECK MORNINGSTAR WIDE MOATETF View history and evidence | $6.80M | 5.17% | 80.17K shares | — | ↗▾ | |
| 04 | VIGVANGUARD DIVIDEND APPREC ETFETF View history and evidence | $6.57M | 4.99% | 38.54K shares | — | ↗▾ | |
| 05 | CIBRFIRST TRUST NASDAQ CYBERSECUETF View history and evidence | $6.52M | 4.96% | 121.07K shares | — | ↗▾ | |
| 06 | SMHVANECK SEMICONDUCTOR ETFETF View history and evidence | $6.15M | 4.68% | 35.18K shares | — | ↗▾ | |
| 07 | FTCSFIRST TRUST CAPITAL STRENGTHETF View history and evidence | $5.86M | 4.46% | 73.20K shares | — | ↗▾ | |
| 08 | AAPLAPPLE INCStock View history and evidence | $5.69M | 4.33% | 29.54K shares | — | ↗▾ | |
| 09 | QQQINVESCO QQQ TRUST SERIES 1ETF View history and evidence | $5.45M | 4.14% | 13.31K shares | — | ↗▾ | |
| 10 | ROMPROSHARES ULTRA TECHNOLOGYETF View history and evidence | $5.36M | 4.08% | 101.00K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1826394 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Nov 15, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 131496010
}Research all 83 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.