Plotkin Financial Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Chevy Chase, MD
Holdings as of
12/31/2025
Date filed
2/19/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$204,969
Net value change ($000)
+2,683 (1.3%)
New positions
0
Sold out positions
3
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GSLC 5,571 706.1%
SMH 1,362 11.5%
VTI 1,222 6.4%
QQQ 1,036 7.9%
JPST 671 11.4%
RDVY 668 5.4%
AAPL 465 6.4%
GOOGL 393 29.8%
SPY 351 5.4%
LLY 297 40.8%
Top Reduces (Value $000, Stocks/ETFs)
MOAT -8,186 -74.3%
ORCL -786 -30.9%
CIBR -450 -5.1%
FTCS -237 -3.7%
TJUL -228 -100.0%
FDN -221 -4.9%
ABT -203 -100.0%
MTUM -196 -4.0%
SKYY -178 -4.7%
CPNG -172 -26.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type