Plotkin Financial Advisors, LLC
Top Portfolio Positions
42 positions ·
$56,612,667 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
23,222 | $13,403,273 | 23.68% | |
| AAPL |
Apple Inc.
Technology
|
28,957 | $7,348,997 | 12.98% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,828 | $7,041,881 | 12.44% | |
| NVDA |
Nvidia Corp
Technology
|
19,526 | $3,405,334 | 6.02% | |
| XOM |
Exxon Mobil Corp
Energy
|
13,103 | $2,223,054 | 3.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,133 | $1,693,859 | 2.99% | |
| PTY |
Pimco Corporate & Income Opportunity Fund
Financial Services
|
131,437 | $1,585,130 | 2.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,471 | $1,573,240 | 2.78% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
10,017 | $1,446,855 | 2.56% | |
| ORCL |
Oracle Corp
Technology
|
9,032 | $1,328,697 | 2.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KIO
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,318 | 12,938 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $163,018 | 12,938 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $162,501 | 12,938 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $159,008 | 12,938 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $173,110 | 12,938 | Shares | Sole | 2025-03-06 | |
| 2024-09-30 | $190,964 | 12,938 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $177,250 | 12,938 | Shares | Sole | 2024-11-15 | |
| 2024-03-31 | $175,180 | 12,938 | Shares | Sole | 2024-11-15 | |
| 2023-12-31 | $162,630 | 12,938 | Shares | Sole | 2024-11-15 | |
| 2023-09-30 | $154,738 | 12,938 | Shares | Sole | 2024-11-15 | |
| 2023-06-30 | $150,210 | 12,938 | Shares | Sole | 2024-11-15 | |
| 2023-03-31 | $142,059 | 12,938 | Shares | Sole | 2024-11-15 | |
| 2022-09-30 | $141,547 | 12,373 | Shares | Sole | 2024-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||