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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Plotkin Financial Advisors, LLC

Quarter ended Q3 2024 · Filed November 15, 2024 · Accession 0001826394-24-000007

Total Value
$151.4M
Positions
69
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (69)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TRUST CLOUD COMPUTING ETF33734X192174,513$16.6M10.96%
2FIRST TRUST DOW JONES INTERNET INDEX FUND33733E30245,123$9.6M6.33%
3ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF46428751525,864$9.2M6.05%
4INVESCO QQQ TRUST SERIES IIVZ27,342$8.6M5.67%
5ARK INNOVATION ETF00214Q10457,201$7.1M4.70%
6FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND33734510249,685$6.9M4.53%
7ISHARES MSCI USA MOMENTUM FACTOR ETF46432F39640,986$6.6M4.37%
8FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND33733F10163,484$6.6M4.35%
9FIRST TRUST CAPITAL STRENGTH ETF33733E10495,435$6.4M4.26%
10PROSHARES ULTRA S&P 50074347R10763,151$5.8M3.81%
11FIRST TRUST NASDAQ CYBERSECURITY ETF33734X846129,662$5.8M3.80%
12ARK FINTECH INNOVATION ETF00214Q708111,075$5.5M3.65%
13PROSHARES ULTRA QQQ74347R20647,900$5.5M3.64%
14APPLE INC COMAAPL33,301$4.4M2.92%
15VANGUARD DIVIDEND APPRECIATION ETF92190884430,714$4.3M2.86%
16PIMCO CORPORATE & INCOME OPPOR COMPTY161,973$2.9M1.91%
17VANECK SEMICONDUCTOR ETF92189F67612,621$2.8M1.82%
18SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF78468R64845,055$2.6M1.72%
19FIRST TRUST TECHNOLOGY ALPHADEX FUND33734X17620,831$2.3M1.54%
20FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND33734410523,023$2.3M1.53%
21BLACKSTONE INC COMBX31,385$2.0M1.34%
22VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87019,184$1.9M1.23%
23AMAZON COM INC COMAMZN561$1.8M1.21%
24VANGUARD TOTAL STOCK MARKET ETF9229087699,298$1.8M1.20%
25PROSHARES ULTRAPRO QQQ74347X8319,077$1.7M1.09%
26INVESCO NASDAQ NEXT GEN 100 ETFIVZ49,238$1.5M1.00%
27SPDR S&P 500 ETF TRUSTSPY3,416$1.3M0.84%
28PLYMOUTH INDL REIT INC COM72964010274,507$1.1M0.74%
29THE NECESSITY RETAIL REIT INC COM CLASS A02607T109140,678$1.0M0.69%
30FIRST TRUST TACTICAL HIGH YIELD ETF33738D40819,451$947,6530.63%
31FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF33740F80516,712$914,6480.60%
32GLOBAL NET LEASE INC COM NEWGNL-PE51,800$887,8520.59%
33PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R8337,999$816,2180.54%
34ARK NEXT GENERATION INTERNET ETF00214Q4015,341$781,7090.52%
35PROCTER AND GAMBLE CO COM7427181093,892$541,5330.36%
36NEW YORK CITY REIT INC COM CL A64943920566,375$538,3010.36%
37FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF33738R72010,608$531,9910.35%
38PROSHARES ULTRA RUSSELL200074347R8425,748$515,0780.34%
39ISHARES TIPS BOND ETF4642871763,937$502,5580.33%
40MICROSOFT CORP COMMSFT2,220$493,7720.33%
41NEXTERA ENERGY INC COMNEE-PW6,120$472,1580.31%
42FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND33733E2032,798$470,0360.31%
43TESLA INC COMTSLA650$458,6860.30%
44JOHNSON & JOHNSON COMJNJ2,807$441,7660.29%
45VANGUARD SHORT-TERM CORPORATE BOND ETF92206C4095,076$422,5770.28%
46NVIDIA CORPORATION COMNVDA741$386,9500.26%
47ARK GENOMIC REVOLUTION ETF00214Q3023,593$335,0830.22%
48ORACLE CORP COMORCL-PD4,756$307,6660.20%
49FIRST TRUST SENIOR LOAN FUND33738D3096,277$298,7020.20%
50HOME DEPOT INC COMHD1,123$298,2910.20%
51S&P GLOBAL INC COMSPGI900$295,8570.20%
52ISHARES FLOATING RATE BOND ETF46429B6555,740$291,1330.19%
53MCDONALDS CORP COMMCD1,291$277,0230.18%
54ISHARES BIOTECHNOLOGY ETF4642875561,746$264,4930.17%
55ALPHABET INC CAP STK CL CGOOG145$254,0230.17%
56SCHWAB U.S. LARGE-CAP ETF8085242012,595$236,0150.16%
57DANAHER CORPORATION COM2358511021,041$231,2480.15%
58FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E10811,420$230,5780.15%
59NIKE INC CL BNKE1,579$223,3810.15%
60VISA INC COM CL AV994$217,4600.14%
61INVENTRUST PROPERTIES CORP46124J20168,704$215,7310.14%
62ELI LILLY & CO COMLLY1,264$213,4140.14%
63META PLATFORMS INC CL AMETA761$207,8750.14%
64PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF74347B6803,304$207,7560.14%
65PROSHARES ULTRAPRO DOW3074347X8232,000$204,9200.14%
66ISHARES RUSSELL MIDCAP ETF4642874992,920$200,1660.13%
67FS GLOBAL CREDIT OPPORTUNITIES FUNDFSCO27,002$196,7770.13%
68BRIGHTSPIRE CAPITAL INC COM CL ABRSP20,859$156,4430.10%
69PALATIN TECHNOLOGIES INC COM NEWPTN22,500$15,2060.01%