13F Filings History of Plotkin Financial Advisors, LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$202,286,103
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 104 stock holdings with total value $202,286,103 as of Q3 2025. Top holdings included VTI, QQQ, RDVY, SMH, and MOAT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 104 $202,286,103 +$8,281,799 -$1,239,619 +$7,042,180 VTI, QQQ, RDVY, SMH, MOAT 13F-HR 14 Nov 2025, 17:11
Q2 2025 93 $181,261,373 +$5,490,606 -$4,583,796 +$906,810 VTI, QQQ, RDVY, MOAT, SMH 13F-HR 08 Aug 2025, 18:04
Q1 2025 92 $162,652,263 +$6,875,304 -$4,416,613 +$2,458,691 VTI, MOAT, RDVY, QQQ, VIG 13F-HR 15 May 2025, 13:38
Q4 2024 91 $168,478,952 +$3,547,573 -$3,430,791 +$116,782 VTI, MOAT, RDVY, QQQ, SMH 13F-HR 05 Mar 2025, 19:21
Q3 2024 90 $167,092,436 +$7,042,670 -$3,733,285 +$3,309,385 VTI, MOAT, RDVY, QQQ, SMH 13F-HR 14 Nov 2024, 17:21
Q2 2024 86 $155,514,726 +$5,671,271 -$3,263,053 +$2,408,218 VTI, RDVY, MOAT, SMH, QQQ 13F-HR 14 Nov 2024, 21:20
Q1 2024 90 $150,836,239 +$30,045,589 -$23,720,458 +$6,325,131 VTI, RDVY, MOAT, SMH, QQQ 13F-HR 14 Nov 2024, 21:16
Q4 2023 83 $131,496,010 +$4,735,089 -$3,359,303 +$1,375,786 SSO, RDVY, MOAT, VIG, CIBR 13F-HR 14 Nov 2024, 21:12
Q3 2023 76 $113,611,416 +$3,141,853 -$4,234,322 -$1,092,469 SSO, RDVY, VIG, MOAT, FTCS 13F-HR 14 Nov 2024, 21:07
Q2 2023 80 $120,236,412 +$9,535,639 -$4,369,675 +$5,165,964 SSO, RDVY, VIG, AAPL, FTCS 13F-HR 14 Nov 2024, 21:03
Q1 2023 73 $107,488,208 +$3,854,663 -$3,059,823 +$794,840 SSO, RDVY, FTCS, VIG, CIBR 13F-HR 14 Nov 2024, 20:58
Q4 2022 68 $98,456,310 +$3,642,767 -$10,553,382 -$6,910,615 RDVY, SSO, FTCS, VIG, CIBR 13F-HR 14 Nov 2024, 20:43
Q3 2022 67 $98,813,356 +$3,351,650 -$2,596,725 +$754,925 RDVY, SKYY, SSO, FTCS, CIBR 13F-HR 14 Nov 2024, 20:36
Q2 2022 68 $105,154,283 +$3,732,219 -$10,139,673 -$6,407,454 SSO, SKYY, RDVY, FTCS, CIBR 13F-HR 14 Nov 2024, 20:29
Q1 2022 82 $143,175,034 +$27,269,379 -$18,472,945 +$8,796,434 SSO, SKYY, RDVY, CIBR, FTCS 13F-HR 14 Nov 2024, 20:20
Q4 2021 85 $158,299,563 +$10,726,353 -$34,607,425 -$23,881,072 SKYY, SSO, FTCS, FAD, CIBR 13F-HR 14 Nov 2024, 20:02
Q3 2021 92 $168,190,984 +$12,635,444 -$22,202,347 -$9,566,903 SKYY, SSO, QQQ, CIBR, FTCS 13F-HR 14 Nov 2024, 19:53
Q2 2021 102 $180,758,102 +$42,924,204 -$37,283,684 +$5,640,520 SKYY, QQQ, FDN, FAD, FTCS 13F-HR 14 Nov 2024, 19:42
Q1 2021 83 $163,482,497 +$36,866,513 -$27,383,997 +$9,482,516 SKYY, ARKK, FDN, QQQ, IGV 13F-HR 14 Nov 2024, 19:11
Q4 2020 69 $151,374,904 +$58,038,534 -$9,430,391 +$48,608,143 SKYY, FDN, IGV, QQQ, ARKK 13F-HR 14 Nov 2024, 19:02
Q3 2020 63 $90,888,599 +$12,787,657 -$45,258,490 -$32,470,833 SKYY, FDN, QQQ, IGV, AAPL 13F-HR 14 Nov 2024, 18:56
Q2 2020 61 $117,771,825 +$19,148,799 -$6,662,040 +$12,486,759 SKYY, FDN, FAD, QQQ, SSO 13F-HR 14 Nov 2024, 18:48
Q1 2020 55 $82,423,651 +$7,664,450 -$17,101,458 -$9,437,008 SKYY, FDN, FAD, MTUM, QQQ 13F-HR 14 Nov 2024, 18:40
Q4 2019 66 $107,440,970 $0 $0 $0 SKYY, FDN, FAD, MTUM, QQQ 13F-HR 14 Nov 2024, 18:11