Plotkin Financial Advisors, LLC
CIK
1826394
City
CHEVY CHASE
State / Country
MD
Top Portfolio Positions
41 positions ·
$56,121,008 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
23,222 | $13,403,273 | 23.88% |
| AAPL |
Apple Inc.
Technology
|
28,957 | $7,348,997 | 13.09% |
| SPY |
Spdr S&P 500 Etf Trust
|
10,828 | $7,041,881 | 12.55% |
| NVDA |
Nvidia Corp
Technology
|
19,526 | $3,405,334 | 6.07% |
| XOM |
Exxon Mobil Corp
Energy
|
13,103 | $2,223,054 | 3.96% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,133 | $1,693,859 | 3.02% |
| PTY |
Pimco Corporate & Income Opportunity Fund
Financial Services
|
131,437 | $1,585,130 | 2.82% |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,471 | $1,573,240 | 2.80% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
10,017 | $1,446,855 | 2.58% |
| ORCL |
Oracle Corp
Technology
|
9,032 | $1,328,697 | 2.37% |
Holdings in PTY
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,585,130 | 131,437 | Shares | Sole | 2026-05-11 | |
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