Plotkin Financial Advisors

CHEVY CHASE, MDfiles as Plotkin Financial Advisors, LLC

$241m in 110 US stocks at the end of 30 June 2026. The top 10 are 54.8% of the money. It changed about 7.3% of the portfolio this quarter.

Value

$241m

Stocks

110

Top 10 share

54.8%

Turnover

7.3%

What changed this quarter

New

Bought for the first time this quarter.

ExxonMobil HoldingsXOM
0.7% of the fund
Direxion Shares ETF TrustSOXL
0.3% of the fund
First TR Exchange-Traded FDFTSM
0.2% of the fund
Micron TechnologyMU
0.1% of the fund
Vanguard Index FDSVXF
0.1% of the fund
Applied MaterialsAMAT
0.1% of the fund
IntelINTC
0.1% of the fund
M&T BankMTB
<0.1% of the fund
Ishares TRAOR
<0.1% of the fund
Ssga Active TRXLSR
<0.1% of the fund
Innovator Etfs TrustPJUL
<0.1% of the fund
State STR Spdr DOW Jones INDDIA
<0.1% of the fund

Added

Bought more of a stock they already held.

J P Morgan Exchange Traded FJPST
3.5% of the fund
+9%
Amplify ETF TRDIVO
1.3% of the fund
+4%
AlphabetGOOGL
0.8% of the fund
+5%
Amazon.comAMZN
0.8% of the fund
+3%
First TR Exchange-Traded FDRDVI
0.6% of the fund
+10%
First TR Exch Traded FD IIIFPEI
0.4% of the fund
+15%
MicrosoftMSFT
0.4% of the fund
+8%
Invesco Exchange Traded FD TSPHQ
0.3% of the fund
+3%
Berkshire HathawayBRK-B
0.3% of the fund
+30%
Vanguard Scottsdale FDSVCIT
0.2% of the fund
+7%
Arista NetworksANET
0.2% of the fund
+13%
JPMorgan ChaseJPM
0.2% of the fund
+7%
First TR Exchange-Traded FDLMBS
0.2% of the fund
+10%
Ishares TRIWM
0.2% of the fund
+6%
VisaV
0.2% of the fund
+5%
Vanguard Scottsdale FDSVCSH
0.2% of the fund
+12%
American ExpressAXP
0.1% of the fund
+16%
Select Sector Spdr TRXLI
0.1% of the fund
+19%
Select Sector Spdr TRXLF
0.1% of the fund
+15%
Dimensional ETF TrustDFCF
0.1% of the fund
+25%

Cut

Sold some of their stake.

Vaneck ETF TrustSMH
9.1% of the fund
-8%
First TR Exchange-Traded ALPFAD
3.5% of the fund
-7%
Goldman Sachs ETF TRGSLC
2.6% of the fund
-2%
Ishares TRMTUM
2.6% of the fund
-4%
First TR Exchange-Traded FDFTCS
2.3% of the fund
-7%
First TR Exchange-Traded FDFDN
1.7% of the fund
-5%
First TR Exchange-Traded FDSKYY
1.5% of the fund
-3%
Proshares TRSSO
1.3% of the fund
-16%
First TR Exchange-Traded FDFXO
0.7% of the fund
-12%
Pimco Corporate & Income Opportunity FundPTY
0.6% of the fund
-3%
J P Morgan Exchange Traded FJEPI
0.6% of the fund
-3%
First TR Exchng Traded FD VIGFEB
0.4% of the fund
-8%
Proshares TRDDM
0.3% of the fund
-12%
First TR Exchange Traded FDROBT
0.2% of the fund
-2%
Proshares TRUSD
0.2% of the fund
-10%
Ishares TRSOXX
0.1% of the fund
-28%
WalmartWMT
0.1% of the fund
-3%

Sold out

Sold their entire stake.

ExxonMobil HoldingsXOM
-100%
Northrop GrummanNOC
-100%

Holdings

Vanguard Index FDSVTI
Share
9.5%
Value
$23m
Shares
61,708
Held
Vaneck ETF TrustSMH
Share
9.1%
Value
$22m
Shares
33,547
-8%
Invesco QQQ TRQQQ
Share
7.2%
Value
$17m
Shares
23,461
Held
First TR Exchange Traded FDRDVY
Share
6.5%
Value
$16m
Shares
193,183
Held
First TR Exchange-Traded FDCIBR
Share
4.5%
Value
$11m
Shares
120,316
Held
Vanguard Specialized FundsVIG
Share
4.3%
Value
$10m
Shares
43,511
Held
AppleAAPL
Share
3.5%
Value
$8m
Shares
29,022
Held
First TR Exchange-Traded ALPFAD
Share
3.5%
Value
$8m
Shares
41,711
-7%
J P Morgan Exchange Traded FJPST
Share
3.5%
Value
$8m
Shares
164,890
+9%
State STR Spdr S&P 500 ETF TSPY
Share
3.4%
Value
$8m
Shares
10,876
Held
Goldman Sachs ETF TRGSLC
Share
2.6%
Value
$6m
Shares
44,303
-2%
Ishares TRMTUM
Share
2.6%
Value
$6m
Shares
18,100
-4%
First TR Exchange-Traded FDFTCS
Share
2.3%
Value
$6m
Shares
60,038
-7%
First TR Exchng Traded FD VIFJAN
Share
1.8%
Value
$4m
Shares
79,135
Held
First TR Exchange-Traded FDFDN
Share
1.7%
Value
$4m
Shares
15,320
-5%
NvidiaNVDA
Share
1.6%
Value
$4m
Shares
19,647
Held
First TR Exchange-Traded FDSKYY
Share
1.5%
Value
$4m
Shares
26,431
-3%
First TR Exchange-Traded FDQTEC
Share
1.3%
Value
$3m
Shares
9,621
Held
Amplify ETF TRDIVO
Share
1.3%
Value
$3m
Shares
69,488
+4%
Proshares TRSSO
Share
1.3%
Value
$3m
Shares
46,524
-16%
Vaneck ETF TrustMOAT
Share
1.1%
Value
$3m
Shares
26,444
Held
First TR Exchange-Traded FDFXL
Share
1.0%
Value
$2m
Shares
11,118
Held
Schwab Strategic TRSCHX
Share
1.0%
Value
$2m
Shares
81,645
Held
AlphabetGOOGL
Share
0.8%
Value
$2m
Shares
5,728
+5%
Amazon.comAMZN
Share
0.8%
Value
$2m
Shares
8,340
+3%
First TR Exchng Traded FD VIFNOV
Share
0.8%
Value
$2m
Shares
32,658
Held
Palo Alto NetworksPANW
Share
0.7%
Value
$2m
Shares
5,298
Held
ExxonMobil HoldingsXOM
Share
0.7%
Value
$2m
Shares
13,130
New
First TR Exchange-Traded FDFXO
Share
0.7%
Value
$2m
Shares
28,589
-12%
Pimco Corporate & Income Opportunity FundPTY
Share
0.6%
Value
$2m
Shares
127,711
-3%
First TR Exchange-Traded FDRDVI
Share
0.6%
Value
$1m
Shares
50,790
+10%
Procter & GamblePG
Share
0.6%
Value
$1m
Shares
10,017
Held
J P Morgan Exchange Traded FJEPI
Share
0.6%
Value
$1m
Shares
23,562
-3%
OracleORCL
Share
0.6%
Value
$1m
Shares
9,060
Held
MerckMRK
Share
0.5%
Value
$1m
Shares
10,131
Held
International Business MachinesIBM
Share
0.5%
Value
$1m
Shares
4,552
Held
Vanguard Index FDSVOO
Share
0.5%
Value
$1m
Shares
1,822
Held
Direxion Shares ETF TrustTECL
Share
0.5%
Value
$1m
Shares
5,180
Held
First TR Exchange-Traded FDFTSL
Share
0.5%
Value
$1m
Shares
25,930
Held
Eli LillyLLY
Share
0.5%
Value
$1m
Shares
964
Held
First TR Exchange-Traded FDQQEW
Share
0.4%
Value
$1m
Shares
6,748
Held
First TR Exch Traded FD IIIFPEI
Share
0.4%
Value
$1m
Shares
55,446
+15%
MicrosoftMSFT
Share
0.4%
Value
$1m
Shares
2,827
+8%
AlphabetGOOG
Share
0.4%
Value
$942,697
Shares
2,668
Held
First TR Exchng Traded FD VIGFEB
Share
0.4%
Value
$908,982
Shares
20,645
-8%
Meta PlatformsMETA
Share
0.4%
Value
$898,447
Shares
1,595
Held
Proshares TRDDM
Share
0.3%
Value
$824,957
Shares
12,589
-12%
Johnson & JohnsonJNJ
Share
0.3%
Value
$821,085
Shares
3,233
Held
Advanced Micro DevicesAMD
Share
0.3%
Value
$762,153
Shares
1,312
Held
Invesco Exchange Traded FD TSPHQ
Share
0.3%
Value
$721,791
Shares
8,011
+3%
Direxion Shares ETF TrustSOXL
Share
0.3%
Value
$721,183
Shares
2,704
New
Invesco Exch Traded FD TR IISPHB
Share
0.3%
Value
$690,197
Shares
4,436
Held
Ishares TRILCG
Share
0.3%
Value
$675,790
Shares
5,775
Held
Berkshire HathawayBRK-B
Share
0.3%
Value
$669,021
Shares
1,337
+30%
Coca-ColaKO
Share
0.3%
Value
$650,891
Shares
8,009
Held
First TR Exchng Traded FD VIFJUN
Share
0.3%
Value
$630,014
Shares
10,509
Held
Vanguard Scottsdale FDSVCIT
Share
0.2%
Value
$590,121
Shares
7,140
+7%
Arista NetworksANET
Share
0.2%
Value
$570,287
Shares
3,357
+13%
JPMorgan ChaseJPM
Share
0.2%
Value
$542,713
Shares
1,658
+7%
Home DepotHD
Share
0.2%
Value
$527,809
Shares
1,496
Held
Constellation EnergyCEG
Share
0.2%
Value
$514,374
Shares
2,071
Held
First TR Exchange-Traded FDLMBS
Share
0.2%
Value
$504,868
Shares
10,142
+10%
First TR Exchange Traded FDROBT
Share
0.2%
Value
$501,726
Shares
8,918
-2%
First TR Exchange-Traded FDFVD
Share
0.2%
Value
$488,834
Shares
10,146
Held
Ishares TRIWM
Share
0.2%
Value
$488,231
Shares
1,625
+6%
VisaV
Share
0.2%
Value
$485,195
Shares
1,414
+5%
NextEra EnergyNEE
Share
0.2%
Value
$476,152
Shares
5,425
Held
Ishares TRIGV
Share
0.2%
Value
$476,012
Shares
5,254
Held
Vanguard Scottsdale FDSVCSH
Share
0.2%
Value
$447,230
Shares
5,659
+12%
Proshares TRUSD
Share
0.2%
Value
$445,920
Shares
4,277
-10%
BlackstoneBX
Share
0.2%
Value
$444,674
Shares
3,779
Held
First TR Exchange-Traded FDFTSM
Share
0.2%
Value
$435,073
Shares
7,284
New
S&P GlobalSPGI
Share
0.2%
Value
$422,328
Shares
1,037
Held
Ishares TRITA
Share
0.2%
Value
$411,871
Shares
1,699
Held
3MMMM
Share
0.2%
Value
$368,830
Shares
2,278
Held
American ExpressAXP
Share
0.1%
Value
$355,839
Shares
1,052
+16%
Ishares TRFLOT
Share
0.1%
Value
$349,947
Shares
6,855
Held
Micron TechnologyMU
Share
0.1%
Value
$349,749
Shares
303
New
First TR Exchng Traded FD VIDAPR
Share
0.1%
Value
$339,304
Shares
8,300
Held
Emerson ElectricEMR
Share
0.1%
Value
$329,817
Shares
2,304
Held
First TR Exchange-Traded ALPFYC
Share
0.1%
Value
$324,844
Shares
2,551
Held
Pacer FDS TRCOWZ
Share
0.1%
Value
$324,808
Shares
5,222
Held
Select Sector Spdr TRXLI
Share
0.1%
Value
$319,521
Shares
1,725
+19%
Moody'sMCO
Share
0.1%
Value
$317,949
Shares
702
Held
CoupangCPNG
Share
0.1%
Value
$312,660
Shares
18,000
Held
Vanguard Index FDSVXF
Share
0.1%
Value
$308,993
Shares
1,255
New
First TR Exchng Traded FD VIFMAR
Share
0.1%
Value
$301,853
Shares
5,776
Held
Proshares TRNOBL
Share
0.1%
Value
$296,412
Shares
5,278
Held
Select Sector Spdr TRXLF
Share
0.1%
Value
$295,819
Shares
5,518
+15%
Dimensional ETF TrustDFCF
Share
0.1%
Value
$293,908
Shares
6,963
+25%
Applied MaterialsAMAT
Share
0.1%
Value
$289,200
Shares
400
New
ExelonEXC
Share
0.1%
Value
$288,624
Shares
6,191
Held
Ishares TRSOXX
Share
0.1%
Value
$288,342
Shares
450
-28%
Vanguard Index FDSVO
Share
0.1%
Value
$276,193
Shares
3,428
Held
Ishares TRIVV
Share
0.1%
Value
$268,851
Shares
359
Held
McDonald'sMCD
Share
0.1%
Value
$268,147
Shares
992
Held
Ishares TRIJK
Share
0.1%
Value
$263,670
Shares
2,244
Held
Norfolk SouthernNSC
Share
0.1%
Value
$260,795
Shares
829
Held
Janus Detroit STR TRJAAA
Share
0.1%
Value
$260,780
Shares
5,165
Held
Bank of AmericaBAC
Share
0.1%
Value
$251,281
Shares
4,410
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	9.5%	$23m	61,708	Held
Vaneck ETF TrustSMH	9.1%	$22m	33,547	-8%
Invesco QQQ TRQQQ	7.2%	$17m	23,461	Held
First TR Exchange Traded FDRDVY	6.5%	$16m	193,183	Held
First TR Exchange-Traded FDCIBR	4.5%	$11m	120,316	Held
Vanguard Specialized FundsVIG	4.3%	$10m	43,511	Held
AppleAAPL	3.5%	$8m	29,022	Held
First TR Exchange-Traded ALPFAD	3.5%	$8m	41,711	-7%
J P Morgan Exchange Traded FJPST	3.5%	$8m	164,890	+9%
State STR Spdr S&P 500 ETF TSPY	3.4%	$8m	10,876	Held
Goldman Sachs ETF TRGSLC	2.6%	$6m	44,303	-2%
Ishares TRMTUM	2.6%	$6m	18,100	-4%
First TR Exchange-Traded FDFTCS	2.3%	$6m	60,038	-7%
First TR Exchng Traded FD VIFJAN	1.8%	$4m	79,135	Held
First TR Exchange-Traded FDFDN	1.7%	$4m	15,320	-5%
NvidiaNVDA	1.6%	$4m	19,647	Held
First TR Exchange-Traded FDSKYY	1.5%	$4m	26,431	-3%
First TR Exchange-Traded FDQTEC	1.3%	$3m	9,621	Held
Amplify ETF TRDIVO	1.3%	$3m	69,488	+4%
Proshares TRSSO	1.3%	$3m	46,524	-16%
Vaneck ETF TrustMOAT	1.1%	$3m	26,444	Held
First TR Exchange-Traded FDFXL	1.0%	$2m	11,118	Held
Schwab Strategic TRSCHX	1.0%	$2m	81,645	Held
AlphabetGOOGL	0.8%	$2m	5,728	+5%
Amazon.comAMZN	0.8%	$2m	8,340	+3%
First TR Exchng Traded FD VIFNOV	0.8%	$2m	32,658	Held
Palo Alto NetworksPANW	0.7%	$2m	5,298	Held
ExxonMobil HoldingsXOM	0.7%	$2m	13,130	New
First TR Exchange-Traded FDFXO	0.7%	$2m	28,589	-12%
Pimco Corporate & Income Opportunity FundPTY	0.6%	$2m	127,711	-3%
First TR Exchange-Traded FDRDVI	0.6%	$1m	50,790	+10%
Procter & GamblePG	0.6%	$1m	10,017	Held
J P Morgan Exchange Traded FJEPI	0.6%	$1m	23,562	-3%
OracleORCL	0.6%	$1m	9,060	Held
MerckMRK	0.5%	$1m	10,131	Held
International Business MachinesIBM	0.5%	$1m	4,552	Held
Vanguard Index FDSVOO	0.5%	$1m	1,822	Held
Direxion Shares ETF TrustTECL	0.5%	$1m	5,180	Held
First TR Exchange-Traded FDFTSL	0.5%	$1m	25,930	Held
Eli LillyLLY	0.5%	$1m	964	Held
First TR Exchange-Traded FDQQEW	0.4%	$1m	6,748	Held
First TR Exch Traded FD IIIFPEI	0.4%	$1m	55,446	+15%
MicrosoftMSFT	0.4%	$1m	2,827	+8%
AlphabetGOOG	0.4%	$942,697	2,668	Held
First TR Exchng Traded FD VIGFEB	0.4%	$908,982	20,645	-8%
Meta PlatformsMETA	0.4%	$898,447	1,595	Held
Proshares TRDDM	0.3%	$824,957	12,589	-12%
Johnson & JohnsonJNJ	0.3%	$821,085	3,233	Held
Advanced Micro DevicesAMD	0.3%	$762,153	1,312	Held
Invesco Exchange Traded FD TSPHQ	0.3%	$721,791	8,011	+3%
Direxion Shares ETF TrustSOXL	0.3%	$721,183	2,704	New
Invesco Exch Traded FD TR IISPHB	0.3%	$690,197	4,436	Held
Ishares TRILCG	0.3%	$675,790	5,775	Held
Berkshire HathawayBRK-B	0.3%	$669,021	1,337	+30%
Coca-ColaKO	0.3%	$650,891	8,009	Held
First TR Exchng Traded FD VIFJUN	0.3%	$630,014	10,509	Held
Vanguard Scottsdale FDSVCIT	0.2%	$590,121	7,140	+7%
Arista NetworksANET	0.2%	$570,287	3,357	+13%
JPMorgan ChaseJPM	0.2%	$542,713	1,658	+7%
Home DepotHD	0.2%	$527,809	1,496	Held
Constellation EnergyCEG	0.2%	$514,374	2,071	Held
First TR Exchange-Traded FDLMBS	0.2%	$504,868	10,142	+10%
First TR Exchange Traded FDROBT	0.2%	$501,726	8,918	-2%
First TR Exchange-Traded FDFVD	0.2%	$488,834	10,146	Held
Ishares TRIWM	0.2%	$488,231	1,625	+6%
VisaV	0.2%	$485,195	1,414	+5%
NextEra EnergyNEE	0.2%	$476,152	5,425	Held
Ishares TRIGV	0.2%	$476,012	5,254	Held
Vanguard Scottsdale FDSVCSH	0.2%	$447,230	5,659	+12%
Proshares TRUSD	0.2%	$445,920	4,277	-10%
BlackstoneBX	0.2%	$444,674	3,779	Held
First TR Exchange-Traded FDFTSM	0.2%	$435,073	7,284	New
S&P GlobalSPGI	0.2%	$422,328	1,037	Held
Ishares TRITA	0.2%	$411,871	1,699	Held
3MMMM	0.2%	$368,830	2,278	Held
American ExpressAXP	0.1%	$355,839	1,052	+16%
Ishares TRFLOT	0.1%	$349,947	6,855	Held
Micron TechnologyMU	0.1%	$349,749	303	New
First TR Exchng Traded FD VIDAPR	0.1%	$339,304	8,300	Held
Emerson ElectricEMR	0.1%	$329,817	2,304	Held
First TR Exchange-Traded ALPFYC	0.1%	$324,844	2,551	Held
Pacer FDS TRCOWZ	0.1%	$324,808	5,222	Held
Select Sector Spdr TRXLI	0.1%	$319,521	1,725	+19%
Moody'sMCO	0.1%	$317,949	702	Held
CoupangCPNG	0.1%	$312,660	18,000	Held
Vanguard Index FDSVXF	0.1%	$308,993	1,255	New
First TR Exchng Traded FD VIFMAR	0.1%	$301,853	5,776	Held
Proshares TRNOBL	0.1%	$296,412	5,278	Held
Select Sector Spdr TRXLF	0.1%	$295,819	5,518	+15%
Dimensional ETF TrustDFCF	0.1%	$293,908	6,963	+25%
Applied MaterialsAMAT	0.1%	$289,200	400	New
ExelonEXC	0.1%	$288,624	6,191	Held
Ishares TRSOXX	0.1%	$288,342	450	-28%
Vanguard Index FDSVO	0.1%	$276,193	3,428	Held
Ishares TRIVV	0.1%	$268,851	359	Held
McDonald'sMCD	0.1%	$268,147	992	Held
Ishares TRIJK	0.1%	$263,670	2,244	Held
Norfolk SouthernNSC	0.1%	$260,795	829	Held
Janus Detroit STR TRJAAA	0.1%	$260,780	5,165	Held
Bank of AmericaBAC	0.1%	$251,281	4,410	Held

Showing the largest 100 of 110.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 33.0% since 30 June 2025.

Where the money is

Technology8.3%

Media & telecom1.7%

Financial services1.5%

Health care1.4%

Retail & consumer1.3%

Everyday goods1.0%

Energy0.7%

Utilities0.6%

Industrials0.4%

Other83.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.