Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 0001826394-24-000015

Total Value
$98.5M
Positions
68
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (68)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506185,429$8.1M8.27%
2PROSHARES ULTRA S&P 50074347R107181,776$8.1M8.21%
3FIRST TRUST CAPITAL STRENGTH ETF33733E10481,094$6.1M6.17%
4VANGUARD DIVIDEND APPRECIATION ETF92190884437,241$5.7M5.74%
5FIRST TRUST NASDAQ CYBERSECURITY ETF33734X846133,472$5.2M5.25%
6FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND33733F10150,550$4.8M4.87%
7APPLE INC COMAAPL32,441$4.2M4.28%
8VANECK SEMICONDUCTOR ETF92189F67619,863$4.0M4.09%
9ISHARES MSCI USA MOMENTUM FACTOR ETF46432F39627,375$4.0M4.06%
10INVESCO QQQ TRUST SERIES IIVZ11,664$3.1M3.15%
11PROSHARES ULTRA DOW3074347R30548,098$3.1M3.12%
12VANGUARD TOTAL STOCK MARKET ETF92290876914,281$2.7M2.77%
13AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF03210840974,014$2.7M2.70%
14PROSHARES ULTRA TECHNOLOGY74347R693109,212$2.5M2.55%
15PROSHARES ULTRA FINANCIALS74347X63352,581$2.4M2.44%
16FIRST TRUST DOW JONES INTERNET INDEX FUND33733E30218,766$2.3M2.35%
17VANECK MORNINGSTAR WIDE MOAT ETF92189F64333,657$2.2M2.22%
18FIRST TRUST FINANCIALS ALPHADEX FUND33734X13545,843$1.9M1.91%
19FIRST TRUST CLOUD COMPUTING ETF33734X19232,305$1.9M1.89%
20FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER33740F84749,816$1.8M1.80%
21JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33229,324$1.6M1.62%
22SPDR S&P 500 ETF TRUSTSPY3,011$1.2M1.17%
23FIRST TRUST TECHNOLOGY ALPHADEX FUND33734X17611,981$1.1M1.11%
24PIMCO CORPORATE & INCOME OPPOR COMPTY76,526$919,0770.93%
25PROSHARES ULTRA HEALTH CARE74347R7359,549$902,8580.92%
26VANGUARD S&P 500 ETF9229083632,370$832,6760.85%
27FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H10615,983$637,8820.65%
28ISHARES RUSSELL 2000 ETF4642876553,499$610,0860.62%
29ISHARES U.S. MEDICAL DEVICES ETF46428881011,422$600,4550.61%
30PROSHARES ULTRA QQQ74347R20616,815$589,1980.60%
31AMAZON COM INC COMAMZN7,006$588,5040.60%
32JOHNSON & JOHNSON COMJNJ3,197$564,7500.57%
33FIRST TRUST SENIOR LOAN FUND33738D30912,209$544,3990.55%
34ORACLE CORP COMORCL-PD6,375$521,0930.53%
35PROCTER AND GAMBLE CO COM7427181093,363$509,6960.52%
36INVESCO S&P 500 QUALITY ETFIVZ11,289$496,7160.50%
37SCHWAB U.S. LARGE-CAP ETF80852420110,948$494,3020.50%
38HOME DEPOT INC COMHD1,498$473,0220.48%
39MICROSOFT CORP COMMSFT1,858$445,5860.45%
40NEXTERA ENERGY INC COMNEE-PW5,200$434,7200.44%
41FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND3373451023,768$396,5600.40%
42INVESCO S&P 500 HIGH BETA ETFIVZ6,032$375,9750.38%
43VANGUARD SHORT-TERM CORPORATE BOND ETF92206C4094,962$373,0930.38%
44FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF33738R72010,373$370,5240.38%
45VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8704,728$366,4670.37%
46BLACKSTONE INC COMBX4,853$360,0440.37%
47ELI LILLY & CO COMLLY954$349,0110.35%
48ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875151,321$337,9780.34%
49S&P GLOBAL INC COMSPGI900$301,4460.31%
50JPMORGAN ULTRA-SHORT INCOME ETF46641Q8375,995$300,5290.31%
51COUPANG INC CL ACPNG20,000$294,2000.30%
52PROSHARES ULTRAPRO S&P50074347X8648,926$292,5050.30%
53FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF33739Q7055,193$265,3100.27%
54MCDONALDS CORP COMMCD992$261,4220.27%
55FIRST TRUST MATERIALS ALPHADEX FUND33734X1684,285$259,6280.26%
56FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL33740U8028,589$253,0320.26%
57ALPHABET INC CAP STK CL CGOOG2,812$249,5090.25%
58ALPHABET INC CAP STK CL AGOOG2,772$244,5740.25%
59PHILLIPS EDISON & CO INC COMMON STOCKPECO7,643$243,3530.25%
60ADOBE INC COMADBE675$227,1580.23%
61PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF74347B6803,167$226,5990.23%
62PACER US CASH COWS 100 ETF69374H8814,890$226,1630.23%
63EMERSON ELEC CO COMEMR2,266$217,6720.22%
64CEL-SCI CORP COM PAR NEWCVM92,008$216,2190.22%
65PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4672,374$213,6360.22%
66NORFOLK SOUTHN CORP COM655844108829$204,2820.21%
67PLYMOUTH INDL REIT INC COM72964010210,347$198,4550.20%
68FRANKLIN BSP RLTY TR INC COMMON STOCK35243J10114,242$183,7220.19%