0001826394-24-000006.txt : 20241115 0001826394-24-000006.hdr.sgml : 20241115 20241114185602 ACCESSION NUMBER: 0001826394-24-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20241115 DATE AS OF CHANGE: 20241114 EFFECTIVENESS DATE: 20241115 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Plotkin Financial Advisors, LLC CENTRAL INDEX KEY: 0001826394 ORGANIZATION NAME: IRS NUMBER: 593771594 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24497 FILM NUMBER: 241465108 BUSINESS ADDRESS: STREET 1: 8401 CONNECTICUT AVENUE, SUITE 400 CITY: CHEVY CHASE STATE: MD ZIP: 20815 BUSINESS PHONE: 3019079790 MAIL ADDRESS: STREET 1: 8401 CONNECTICUT AVENUE, SUITE 400 CITY: CHEVY CHASE STATE: MD ZIP: 20815 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001826394 XXXXXXXX 09-30-2020 09-30-2020 Plotkin Financial Advisors, LLC

8401 CONNECTICUT AVENUE, SUITE 400 CHEVY CHASE MD 20815

13F HOLDINGS REPORT 028-24497 000127635 801-85168 N Kristi Murphy 3019079790 Kristi Murphy Chevy Chase MD 11-14-2024 0 63 90888599 false INFORMATION TABLE 2 InformationTableQ32020.xml ALPHABET INC CAP STK CL C Stock 02079K107 248362 169 SH SOLE 0 0 169 AMAZON COM INC COM Stock 023135106 2141136 680 SH SOLE 0 0 680 APPLE INC COM Stock 037833100 4162691 35944 SH SOLE 0 0 35944 ARK FINTECH INNOVATION ETF ETF 00214Q708 306019 7718 SH SOLE 0 0 7718 BEYOND MEAT INC COM Stock 08862E109 207575 1250 SH SOLE 0 0 1250 BLACKSTONE INC COM Stock 09260D107 1664084 31879 SH SOLE 0 0 31879 BRIGHTSPIRE CAPITAL INC COM CL A REIT 10949T109 102418 20859 SH SOLE 0 0 20859 DANAHER CORPORATION COM Stock 235851102 224159 1041 SH SOLE 0 0 1041 FIRST TRUST CAPITAL STRENGTH ETF ETF 33733E104 3294912 52077 SH SOLE 0 0 52077 FIRST TRUST CLOUD COMPUTING ETF ETF 33734X192 9410794 119898 SH SOLE 0 0 119898 FIRST TRUST DOW JONES INTERNET INDEX FUND ETF 33733E302 7117744 37794 SH SOLE 0 0 37794 FIRST TRUST ENHANCED SHORT MATURITY ETF ETF 33739Q408 662021 11030 SH SOLE 0 0 11030 FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND ETF 33733F101 3493778 40597 SH SOLE 0 0 40597 FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF ETF 33738R720 461653 11855 SH SOLE 0 0 11855 FIRST TRUST NASDAQ CYBERSECURITY ETF ETF 33734X846 1608247 46214 SH SOLE 0 0 46214 FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND ETF 337344105 1997019 23119 SH SOLE 0 0 23119 FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND ETF 337345102 3910459 33360 SH SOLE 0 0 33360 FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND ETF 33733E203 448034 2849 SH SOLE 0 0 2849 FIRST TRUST PREFERRED SECURITIES & INCOME ETF ETF 33739E108 238339 12433 SH SOLE 0 0 12432 FIRST TRUST SENIOR LOAN FUND ETF 33738D309 414645 9012 SH SOLE 0 0 9012 FIRST TRUST TACTICAL HIGH YIELD ETF ETF 33738D408 1010737 21423 SH SOLE 0 0 21423 FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF ETF 33740F805 1074791 19531 SH SOLE 0 0 19531 FIRST TRUST TECHNOLOGY ALPHADEX FUND ETF 33734X176 1978874 21765 SH SOLE 0 0 21765 FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY ETF 33740F771 420795 13606 SH SOLE 0 0 13606 GLOBAL NET LEASE INC COM NEW REIT 379378201 823620 51800 SH SOLE 0 0 51800 HOME DEPOT INC COM Stock 437076102 311868 1123 SH SOLE 0 0 1123 INVENTRUST PROPERTIES CORP REIT 46124J201 300354 95654 SH SOLE 0 0 95653 INVESCO QQQ TRUST SERIES I ETF 46090E103 6842062 24626 SH SOLE 0 0 24625 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 1943101 22461 SH SOLE 0 0 22461 ISHARES BIOTECHNOLOGY ETF ETF 464287556 298565 2205 SH SOLE 0 0 2204 ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515 4325190 13902 SH SOLE 0 0 13902 ISHARES FLOATING RATE BOND ETF ETF 46429B655 209981 4140 SH SOLE 0 0 4140 ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 3722292 25253 SH SOLE 0 0 25253 JOHNSON & JOHNSON COM Stock 478160104 417906 2807 SH SOLE 0 0 2807 JPMORGAN ULTRA-SHORT INCOME ETF ETF 46641Q837 531062 10455 SH SOLE 0 0 10455 MCDONALDS CORP COM Stock 580135101 227172 1035 SH SOLE 0 0 1035 META PLATFORMS INC CL A Stock 30303M102 246448 941 SH SOLE 0 0 941 MICROSOFT CORP COM Stock 594918104 466933 2220 SH SOLE 0 0 2220 NEW YORK CITY REIT INC COM CL A REIT 649439205 395890 32450 SH SOLE 0 0 32450 NEXTERA ENERGY INC COM Stock 65339F101 424667 1530 SH SOLE 0 0 1530 NVIDIA CORPORATION COM Stock 67066G104 409162 756 SH SOLE 0 0 756 ORACLE CORP COM Stock 68389X105 283933 4756 SH SOLE 0 0 4756 PALATIN TECHNOLOGIES INC COM NEW Stock 696077403 10638 22500 SH SOLE 0 0 22500 PIMCO CORPORATE & INCOME OPPOR COM CEF 72201B101 2196745 136190 SH SOLE 0 0 136190 PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND ETF 72201R833 3151380 30908 SH SOLE 0 0 30908 PLYMOUTH INDL REIT INC COM REIT 729640102 333007 26986 SH SOLE 0 0 26986 PROCTER AND GAMBLE CO COM Stock 742718109 538447 3874 SH SOLE 0 0 3874 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ETF 74348A467 223088 3092 SH SOLE 0 0 3092 PROSHARES ULTRA QQQ ETF 74347R206 324441 3540 SH SOLE 0 0 3540 PROSHARES ULTRA RUSSELL2000 ETF 74347R842 334011 6314 SH SOLE 0 0 6314 PROSHARES ULTRAPRO QQQ ETF 74347X831 987902 7547 SH SOLE 0 0 7547 S&P GLOBAL INC COM Stock 78409V104 324540 900 SH SOLE 0 0 900 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 209235 2595 SH SOLE 0 0 2595 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETF 78463X889 244380 8352 SH SOLE 0 0 8352 SPDR S&P 500 ETF TRUST ETF 78462F103 1109825 3314 SH SOLE 0 0 3314 SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF ETF 78468R648 1150748 26849 SH SOLE 0 0 26849 TESLA INC COM Stock 88160R101 690706 1610 SH SOLE 0 0 1610 THE NECESSITY RETAIL REIT INC COM CLASS A REIT 02607T109 882051 140678 SH SOLE 0 0 140678 VANECK SEMICONDUCTOR ETF ETF 92189F676 1265040 7262 SH SOLE 0 0 7262 VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 3774357 29336 SH SOLE 0 0 29335 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ETF 92206C870 1925484 20099 SH SOLE 0 0 20099 VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 92206C409 828251 9997 SH SOLE 0 0 9997 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 1604831 9423 SH SOLE 0 0 9423