Plotkin Financial Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Chevy Chase, MD
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
104
Total value ($000)
$202,286
Net value change ($000)
+21,025 (11.6%)
New positions
11
Sold out positions
0
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/19/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SMH 1,920 19.4%
VTI 1,848 10.7%
QQQ 1,512 13.0%
RDVY 1,470 13.5%
AAPL 1,407 24.1%
NVDA 1,147 44.8%
SPY 878 15.5%
VIG 821 9.7%
FAD 631 9.4%
JPST 575 10.8%
Top Reduces (Value $000, Stocks/ETFs)
JEPI -126 -8.6%
COWZ -94 -22.4%
TJUL -87 -27.6%
IBM -58 -4.3%
PG -48 -3.0%
SPGI -43 -7.7%
KO -35 -6.2%
IWM -27 -6.0%
FMAR -19 -6.4%
MCO -18 -5.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type