PLOTKIN FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 28K | $7.25M |
 | CPNG | 20K | $644.00K |
 | NVDA | 20K | $3.71M |
 | XOM | 13K | $1.48M |
 | PLYM | 10K | $230.11K |
 | MRK | 10K | $847.86K |
 | PG | 10K | $1.54M |
 | ORCL | 9K | $2.54M |
 | AMZN | 8K | $1.76M |
 | KO | 8K | $527.91K |
 | PECO | 7K | $246.25K |
 | EXC | 6K | $278.66K |
 | GOOGL | 5K | $1.32M |
 | NEE | 5K | $409.53K |
 | VZ | 5K | $233.59K |
 | PANW | 5K | $947.65K |
 | IBM | 5K | $1.28M |
 | BAC | 4K | $219.26K |
 | BX | 4K | $645.64K |
 | JNJ | 3K | $558.49K |
Apple Inc.
AAPL
Shares Held
28K
Value
$7.25M
Coupang, Inc.
CPNG
Shares Held
20K
Value
$644.00K
NVIDIA Corporation
NVDA
Shares Held
20K
Value
$3.71M
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$1.48M
Plymouth Industrial REIT, Inc.
PLYM
Shares Held
10K
Value
$230.11K
Merck & Co., Inc.
MRK
Shares Held
10K
Value
$847.86K
The Procter & Gamble Company
PG
Shares Held
10K
Value
$1.54M
Oracle Corporation
ORCL
Shares Held
9K
Value
$2.54M
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.76M
The Coca-Cola Company
KO
Shares Held
8K
Value
$527.91K
Phillips Edison & Company, Inc.
PECO
Shares Held
7K
Value
$246.25K
Exelon Corporation
EXC
Shares Held
6K
Value
$278.66K
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$1.32M
NextEra Energy, Inc.
NEE
Shares Held
5K
Value
$409.53K
Verizon Communications Inc.
VZ
Shares Held
5K
Value
$233.59K
Palo Alto Networks, Inc.
PANW
Shares Held
5K
Value
$947.65K
International Business Machines Corporation
IBM
Shares Held
5K
Value
$1.28M
Bank of America Corporation
BAC
Shares Held
4K
Value
$219.26K
Blackstone Inc.
BX
Shares Held
4K
Value
$645.64K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$558.49K