Instuitional Investor - Plotkin Financial Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Plotkin Financial Advisors, Llc |
| Portfolio Value | $162,652,263 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Total Stock Market Etf - ETF | 56,471 | $15,520,489 | 9.54% | |
| 2. | Vaneck Morningstar Wide Moat Etf - ETF | 117,560 | $10,345,280 | 6.36% | |
| 3. | First Trust Rising Dividend Achievers Etf - ETF | 174,858 | $10,236,187 | 6.29% | |
| 4. | Invesco Qqq Trust Series I - ETF | 19,914 | $9,338,306 | 5.74% | |
| 5. | Vanguard Dividend Appreciation Etf - ETF | 40,693 | $7,894,209 | 4.85% |
