Plotkin Financial Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$167M
Signature - Title
Kristi Murphy - CCO
Location
Chevy Chase, MD
Summary
This page shows a list of all the recent 13F filings made by Plotkin Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Plotkin Financial Advisors, LLC reported 90 stock holdings with total value $167M as of Q3 2024. Top holdings included VTI, MOAT, RDVY, QQQ, and SMH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 90 $167M +$7.04M -$3.73M +$3.31M VTI, MOAT, RDVY, QQQ, SMH 13F-HR 11/14/2024, 05:21 PM
Q2 2024 86 $156M +$5.67M -$3.26M +$2.41M VTI, RDVY, MOAT, SMH, QQQ 13F-HR 11/14/2024, 09:20 PM
Q1 2024 90 $151M +$30M -$23.7M +$6.33M VTI, RDVY, MOAT, SMH, QQQ 13F-HR 11/14/2024, 09:16 PM
Q4 2023 83 $131M +$4.74M -$3.36M +$1.38M SSO, RDVY, MOAT, VIG, CIBR 13F-HR 11/14/2024, 09:12 PM
Q3 2023 76 $114M +$3.14M -$4.23M -$1.09M SSO, RDVY, VIG, MOAT, FTCS 13F-HR 11/14/2024, 09:07 PM
Q2 2023 80 $120M +$9.54M -$4.37M +$5.17M SSO, RDVY, VIG, AAPL, FTCS 13F-HR 11/14/2024, 09:03 PM
Q1 2023 73 $107M +$3.85M -$3.06M +$795K SSO, RDVY, FTCS, VIG, CIBR 13F-HR 11/14/2024, 08:58 PM
Q4 2022 68 $98.5M +$3.64M -$10.6M -$6.91M RDVY, SSO, FTCS, VIG, CIBR 13F-HR 11/14/2024, 08:43 PM
Q3 2022 67 $98.8M +$3.35M -$2.6M +$755K RDVY, SKYY, SSO, FTCS, CIBR 13F-HR 11/14/2024, 08:36 PM
Q2 2022 68 $105M +$3.73M -$10.1M -$6.41M SSO, SKYY, RDVY, FTCS, CIBR 13F-HR 11/14/2024, 08:29 PM
Q1 2022 82 $143M +$27.3M -$18.5M +$8.8M SSO, SKYY, RDVY, CIBR, FTCS 13F-HR 11/14/2024, 08:20 PM
Q4 2021 85 $158M +$10.7M -$34.6M -$23.9M SKYY, SSO, FTCS, FAD, CIBR 13F-HR 11/14/2024, 08:02 PM
Q3 2021 92 $168M +$12.6M -$22.2M -$9.57M SKYY, SSO, QQQ, CIBR, FTCS 13F-HR 11/14/2024, 07:53 PM
Q2 2021 102 $181M +$42.9M -$37.3M +$5.64M SKYY, QQQ, FDN, FAD, FTCS 13F-HR 11/14/2024, 07:42 PM
Q1 2021 83 $163M +$36.9M -$27.4M +$9.48M SKYY, ARKK, FDN, QQQ, IGV 13F-HR 11/14/2024, 07:11 PM
Q4 2020 69 $151M +$58M -$9.43M +$48.6M SKYY, FDN, IGV, QQQ, ARKK 13F-HR 11/14/2024, 07:02 PM
Q3 2020 63 $90.9M +$12.8M -$45.3M -$32.5M SKYY, FDN, QQQ, IGV, AAPL 13F-HR 11/14/2024, 06:56 PM
Q2 2020 61 $118M +$19.1M -$6.66M +$12.5M SKYY, FDN, FAD, QQQ, SSO 13F-HR 11/14/2024, 06:48 PM
Q1 2020 55 $82.4M +$7.66M -$17.1M -$9.44M SKYY, FDN, FAD, MTUM, QQQ 13F-HR 11/14/2024, 06:40 PM
Q4 2019 66 $107M $0 $0 SKYY, FDN, FAD, MTUM, QQQ 13F-HR 11/14/2024, 06:11 PM