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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 2025 · Filed November 14, 2025 · Accession 0001826394-25-000007

Total Value
$202.3M
Positions
104
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (104)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TOTAL STOCK MARKET ETF92290876958,345$19.1M9.47%
2INVESCO QQQ TRUST SERIES IIVZ21,819$13.1M6.48%
3FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506184,294$12.4M6.13%
4VANECK SEMICONDUCTOR ETF92189F67636,159$11.8M5.83%
5VANECK MORNINGSTAR WIDE MOAT ETF92189F643111,204$11.0M5.45%
6VANGUARD DIVIDEND APPRECIATION ETF92190884443,118$9.3M4.60%
7FIRST TRUST NASDAQ CYBERSECURITY ETF33734X846117,180$8.9M4.40%
8FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND33733F10145,632$7.3M3.62%
9APPLE INC COMAAPL28,466$7.2M3.58%
10SPDR S&P 500 ETF TRUSTSPY9,795$6.5M3.23%
11FIRST TRUST CAPITAL STRENGTH ETF33733E10467,535$6.3M3.13%
12JPMORGAN ULTRA-SHORT INCOME ETF46641Q837115,968$5.9M2.91%
13ISHARES MSCI USA MOMENTUM FACTOR ETF46432F39619,269$4.9M2.44%
14FIRST TRUST DOW JONES INTERNET INDEX FUND33733E30216,237$4.5M2.25%
15FT VEST US EQUITY BUFFER ETF - JANUARY33740F62375,808$3.8M1.88%
16FIRST TRUST CLOUD COMPUTING ETF33734X19228,155$3.8M1.87%
17NVIDIA CORPORATION COMNVDA19,865$3.7M1.83%
18PROSHARES ULTRA S&P 50074347R10729,720$3.3M1.65%
19AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF03210840960,508$2.7M1.33%
20ORACLE CORP COMORCL-PD9,040$2.5M1.26%
21FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND33734510210,020$2.3M1.14%
22SCHWAB U.S. LARGE-CAP ETF80852420179,519$2.1M1.04%
23FIRST TRUST FINANCIALS ALPHADEX FUND33734X13533,733$2.0M0.99%
24FIRST TRUST TECHNOLOGY ALPHADEX FUND33734X17611,118$1.9M0.92%
25PIMCO CORPORATE & INCOME OPPOR COMPTY125,018$1.8M0.89%
26AMAZON COM INC COMAMZN7,995$1.8M0.87%
27FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER33740F84732,827$1.7M0.86%
28PROCTER AND GAMBLE CO COM74271810910,021$1.5M0.76%
29EXXON MOBIL CORP COMXOM13,106$1.5M0.73%
30JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33223,492$1.3M0.66%
31ALPHABET INC CAP STK CL AGOOG5,435$1.3M0.65%
32INTERNATIONAL BUSINESS MACHS COMINTR4,552$1.3M0.63%
33MICROSOFT CORP COMMSFT2,160$1.1M0.55%
34VANGUARD S&P 500 ETF9229083631,759$1.1M0.53%
35FIRST TRUST SENIOR LOAN FUND33738D30922,717$1.0M0.51%
36FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY33740U73725,284$1.0M0.51%
37FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND3373441056,756$953,3390.47%
38PALO ALTO NETWORKS INC COMPANW4,654$947,6470.47%
39FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF33738D87934,772$898,8560.44%
40MERCK & CO INC COMMRK10,102$847,8600.42%
41META PLATFORMS INC CL AMETA1,139$836,4580.41%
42TR ACTIVEBETA US LARGE CAP EQUITY ETFNVGLF6,057$789,1050.39%
43PROSHARES ULTRA DOW3074347R3057,277$780,6760.39%
44ELI LILLY & CO COMLLY954$727,9020.36%
45FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF33739P85537,375$722,8320.36%
46CONSTELLATION ENERGY CORP COMCEG2,063$678,8710.34%
47ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875155,695$654,9810.32%
48BLACKSTONE INC COMBX3,779$645,6420.32%
49DIREXION DAILY TECHNOLOGY BULL 3X SHARES25459W1025,180$644,2360.32%
50COUPANG INC CL ACPNG20,000$644,0000.32%
51ALPHABET INC CAP STK CL CGOOG2,640$643,1660.32%
52HOME DEPOT INC COMHD1,510$612,0670.30%
53FT VEST U.S. EQUITY BUFFER ETF - JUNE33740F72210,509$587,9780.29%
54INVESCO S&P 500 QUALITY ETFIVZ7,778$570,0490.28%
55JOHNSON & JOHNSON COMJNJ3,012$558,4850.28%
56COCA COLA CO COMKO7,960$527,9070.26%
57ISHARES MORNINGSTAR GROWTH ETF4642871194,940$515,2420.25%
58S&P GLOBAL INC COMSPGI1,057$514,4520.25%
59INVESCO S&P 500 HIGH BETA ETFIVZ4,650$510,5700.25%
60FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF33738R7209,424$498,4350.25%
61BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A979$492,1820.24%
62VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8705,767$485,0620.24%
63JPMORGAN CHASE & CO. COMVYLD1,500$473,1450.23%
64FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H10610,146$469,1510.23%
65VANGUARD SHORT-TERM CORPORATE BOND ETF92206C4095,452$435,7780.22%
66VISA INC COM CL AV1,248$426,1070.21%
67ISHARES RUSSELL 2000 ETF4642876551,746$422,4620.21%
68ARISTA NETWORKS INC COM SHSANET2,838$413,5240.20%
69NEXTERA ENERGY INC COMNEE-PW5,425$409,5330.20%
70ISHARES U.S. AEROSPACE & DEFENSE ETF4642887601,699$355,5320.18%
713M CO COMMMM2,278$353,5000.17%
72MOODYS CORP COMMCO702$334,4880.17%
73PACER US CASH COWS 100 ETF69374H8815,656$325,0500.16%
74FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL33740U8028,300$320,6740.16%
75MCDONALDS CORP COMMCD992$301,4580.15%
76EMERSON ELEC CO COMEMR2,266$297,2530.15%
77ISHARES FLOATING RATE BOND ETF46429B6555,800$296,2930.15%
78EXELON CORP COMEXC6,191$278,6560.14%
79FT VEST US EQUITY BUFFER ETF - MARCH33740F5995,971$276,9940.14%
80PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4672,639$272,0010.13%
81JANUS HENDERSON AAA CLO ETF47103U8455,165$262,2780.13%
82ISHARES S&P MID-CAP 400 GROWTH ETF4642876062,644$253,5330.13%
83VANGUARD MID-CAP ETF922908629857$251,7350.12%
84NORFOLK SOUTHN CORP COM655844108829$249,0390.12%
85WALMART INC COMWMT2,395$246,8280.12%
86PHILLIPS EDISON & CO INC COMMON STOCKPECO7,173$246,2490.12%
87ISHARES CORE S&P 500 ETF464287200359$240,2780.12%
88PROSHARES ULTRA SEMICONDUCTORS74347R6692,370$234,6770.12%
89FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND33737M3002,583$234,3120.12%
90WEC ENERGY GROUP INC COMWEC2,042$233,9920.12%
91VERIZON COMMUNICATIONS INC COMVZ5,315$233,5940.12%
92PLYMOUTH INDL REIT INC COM72964010210,305$230,1100.11%
93INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027INHD7,801$228,4520.11%
94NORTHROP GRUMMAN CORP COMNOC371$226,0570.11%
95AMERICAN EXPRESS CO COMAXP666$221,2180.11%
96BANK AMERICA CORP COM0605051044,250$219,2570.11%
97FINANCIAL SELECT SECTOR SPDR FUND81369Y6054,065$218,9810.11%
98ADVANCED MICRO DEVICES INC COMAMD1,297$209,8410.10%
99INVESCO S&P 500 EQUAL WEIGHT ETFIVZ1,084$205,6340.10%
100ABBOTT LABS COMABLZF1,512$202,5170.10%
101INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,300$200,4990.10%
102FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND3369171094,617$200,4230.10%
103ISHARES CORE 60/40 BALANCED ALLOCATION ETF4642898673,097$199,3840.10%
104KKR INCOME OPPORTUNITIES FD COMKKRT12,938$163,0180.08%